Luke Kaplan in

Luke Kaplan

Collaborator · DISC type is
US Managing Director- Financial & Retirement Services at Gallagher
📍 Northbrook, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
US Managing Director- Financial & Retirement Services
Job Level
Mid-senior
Location
Northbrook, Illinois, United States
Personality Overview

How Luke shows up

Example Driven
Fair-minded
Appreciative

They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Priorities

Topics Luke cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
US Managing Director- Financial & Retirement Services
Gallagher
9-2019 - 12-2024
National Practice Leader- Executive Life and Benefits
Gallagher
9-2019 - 12-2021
President- Life Insurance and Annuity Brokerage
Gallagher
12-2017 - 9-2019
Area Vice President
Gallagher
2011
Principal
SouthCap Brokerage Group LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
BS
Boston College
1994 - 1998
Education details unavailable
Chaminade High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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