Edward Plotkin Email & Phone Number
Private Wealth Advisor | Senior Vice President - Investments @ Raymond James
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Edward Plotkin Location
- Scottsdale, AZ, US
Edward Plotkin Work
- Private Wealth Advisor | Senior Vice President - Investments @ (August 2018 - Present)
- Senior Vice President - Client Advisor @ (April 2014 - August 2018)
- Vice President-Senior Wealth Advisor @ Contango Capital Advisors (September 2010 - April 2014)
- Vice President-Sr. Private Banker @ (September 2005 - September 2010)
- Vice President-Investments @ (January 2005 - January 2005)
- Financial Advisor-CFM @ (January 2002 - January 2005)
Edward Plotkin Education
- University of Arizona
BA (Economics)
1987-1991 - St. Louis Country Day School 1979-1987
Edward Plotkin Skills
- Asset Management
- Banking
- Credit
- Customer Service
- Finance
- Financial Analysis
- High Net Worth Individuals
- Investments
- Leadership
- Loans
- Management
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Strategic Planning
- Wealth
- Wealth Management
- Wealth Management Services
Edward Plotkin Summary
- Edward Plotkin, based in Scottsdale, AZ, US, is currently a Private Wealth Advisor | Senior Vice President - Investments at Raymond James. Edward Plotkin brings experience from previous roles at BOK Financial, Contango Capital Advisors, MidFirst Bank and UBS Wealth Management. Edward Plotkin holds a 1987 - 1991 BA in Economics @ University of Arizona. With a robust skill set that includes Asset Management, Banking, Credit, Customer Service, Finance and more. Edward Plotkin has 1 emails and 1 mobile phone numbers on RocketReach.
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