Glenn Plotkin Email & Phone Number

Attorney-at-Law

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Glenn Plotkin Location

Leawood, KS, US

Glenn Plotkin Work

2019 -now Attorney-at-Law @ Law Office of Glenn Plotkin
2013 -now President and Managing Member @ Integrated Wealth and Business Solutions, LLC
2015 -2018 Advanced Solutions Consultant @ Allstate Financial Services
2004 -2013 Vice President, Advanced Sales @ American General Life Companies (an AIG company)
1990 -2004 Attorney-at-Law @ Law Offices of Glenn Plotkin
1999 -2003 Assistant Vice President, Advanced Sales and Business Insurance @ Kansas City Life Insurance Company
1990 -1999 Vice President and Senior Trust Officer @ Boatmen's Trust Company (now Bank of America), First Union, et. al.
1987 -1990 Associate Attorney @ McDowell, Rice & Smith
1984 -1987 Institutional Fixed-Income Sales and Mortgage Securities Specialist @ Credit Suisse First Boston, et.al.

Glenn Plotkin Education

University of Missouri-Kansas City School of Law
(Tax Law/Taxation)
2001-2002
Southern Methodist University Dedman School of Law
Doctor of Law (J.D.) (Banking, Corporate, Finance, and Securities Law)
1980-1983
University of Wisconsin-Madison
Master of Science (M.S.), Business (Real Estate Investment and Appraisal Analysis)
1979-1982
University of Wisconsin-Madison
Bachelor of Arts (B.A.), with Honors (Economics and Political Science)
1976-1978
Kansas State University
(Economics and Political Science)
1974-1976
Shawnee Mission South High School

Glenn Plotkin Skills

A communicator that truly enjoys and welcomes client interaction.
A frequent presenter to audiences of all sizes and levels of expertise.
A technically proficient writer capable of addressing a variety of subjects.
Life Insurance
Fixed Annuities
Brokers
Underwriting
Health Insurance
Employee Benefits
Insurance
Reinsurance
Property & Casualty Insurance
Risk Management
Term Life Insurance
Relationship Management
Estate Planning
Estate Tax Planning
Income Tax Planning
Business Continuity Planning
Business Tax Planning
Business Succession Planning
Wealth Preservation Planning
Wealth Management
Intergenerational Wealth Transfer
Premium Financing
Retirement Planning
Succession Planning
Whole Life
Business Planning
Financial Planners
IRAs
Long-term Care
Securities
Financial Services
401k
Asset Allocation
Wealth
Long Term Care Insurance
Disability Insurance
Asset Management
Portfolio Management
Small Business
Investments
Financial Advisory
Mutual Funds
Series 7
Series 63
Variable Annuities
Investment Advisory
Working with Brokers
Project Management
Consultation
Property and Casualty Insurance
Strategic Planning
A Frequent Presenter to Audiences of All Sizes and Levels of Expertise
Loans
Solutions
Parties
Mortgage Lending
Long Term Care
Credit
A Communicator That Truly Enjoys and Welcomes Client Interaction
Capital Management
Oklahoma
Nasd
Member of a Team
Vendors
Sales
Community
Brokerage
Net
Thrift
Producers
Complicated
Special Needs
Derivatives
Private Law
England
Finance
Cannon
Honor
Savings
Sales and Marketing
Real Estate
Legal
Scholarships
Data Conversion
Kansas City
Municipalities
Mercantile
Texas
Merrill Lynch
Management
Delta
Insurance Planning
Broker Dealer
Science
Calls
Marketing Support
CRM
Investment Management
Featured
Loan Servicing
Football
Defeasance
Boston
Attorneys
35mm
Public Speaking
Personal Trust
Securities Regulation
Distribution Strategies
Seminars
Networking
Cross Selling
Capital Markets
Foundation
CLU
Trade Unions
Offering
Institutional Investments
Individual Life
Strategy
Outside Sales
Direct Sales
Strategies
FINRA
ChFC
Non Qualified Deferred Compensation
Acquisitions
New Business Development
Affluent
Training
Certified Financial Planner
Audience
Professional Designations
Forums
Conferences
Strategic Selling
American
Research
Estate Law
Commercial Real Estate
Educational Materials
Chicago
Partnerships
Legal Issues
Indiana
Trust Services
Kansas
Concepts
Rice
Economics
Coordination
Immunization
Manhattan
Market Planning
Legislative Relations
Business Development
Communication
Endowments
Modeling
Negotiation
Institutions
Public Finance
Business Valuation
Marketing
Congressional
Project Planning
Park Cities
House
Loan Sales
Bar
Overland
Income
Pricing
Midwest
Country
Encompassing
Responsibility
Internal Audit
Targeted Advertising
Art
Presenter
Google Groups
Tax Planning
Portfolio
Educational Programs
Interest Rate Swaps
Trust
Civic
Tax
New York
Political Science
Illustrative
Juris
Academic
Disclosure
Taxations
Guidelines
Ctfa
Dallas
Materials
Software
Referrals
Continuing Education
Recapitalizations
Annual Reports
Charitable Giving
Diversification
Agents
Asset
Military
Budgets
Financial Transactions
Culture
Trading
Strategic Alliances
Marketing Strategy
Retirement
New Mexico
Recruiting
Selling

Glenn Plotkin Summary

Glenn Plotkin, based in Leawood, KS, US, is currently a Attorney-at-Law at Law Office of Glenn Plotkin. Glenn Plotkin brings experience from previous roles at Integrated Wealth and Business Solutions, LLC, Allstate Financial Services, American General Life Companies (an AIG company) and Law Offices of Glenn Plotkin. Glenn Plotkin holds a 2001 - 2002 University of Missouri-Kansas City School of Law. With a robust skill set that includes A communicator that truly enjoys and welcomes client interaction., A frequent presenter to audiences of all sizes and levels of expertise., A technically proficient writer capable of addressing a variety of subjects., Life Insurance, Fixed Annuities and more. Glenn Plotkin has 3 emails and 3 mobile phone numbers on RocketReach.