Loren Plotkin Email & Phone Number

Director of Operations and Financial Advisor @ Practice Executive LLC

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Loren Plotkin's Location

Charlotte, NC, US

Loren Plotkin's Work

Director of Operations and Financial Advisor @ Practice Executive LLC
Personal Financial Advisor @ Vanguard
Senior Financial Paraplanner @ John K. McGill & Co. Inc.

Member Services Coordinator @ Charlotte Athletic Club
Student Assistant @ Johnson & Wales University

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Loren Plotkin's Education

Wake Forest University School of Business
CFP Certification Course (Financial Planning and Services)
2014 - 2014
Johnson & Wales University
Bachelors (Business Management)
2008 - 2011
Johnson & Wales University
Bachelors of Science (Business Management)
2008 - 2011

Loren Plotkin's Skills

Leadership
Team Building
PowerPoint

Accounting
Sales
Customer Satisfaction
System Administration
Team Leadership
Fundraising
Strategic Planning

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Loren Plotkin's Summary

Loren Plotkin, based in Charlotte, NC, US, is currently a Director of Operations and Financial Advisor at Practice Executive LLC, bringing experience from previous roles at Vanguard, John K. McGill & Co. Inc., Charlotte Athletic Club and Johnson & Wales University. Loren Plotkin holds a 2014 - 2014 CFP Certification Course in Financial Planning and Services @ Wake Forest University School of Business. With a robust skill set that includes Leadership, Team Building, PowerPoint, Accounting, Sales and more, Loren Plotkin contributes valuable insights to the industry.