Loren Plotkin Email & Phone Number
Director of Operations and Financial Advisor @ Practice Executive LLC
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Loren Plotkin Location
- Charlotte, NC, US
Loren Plotkin Work
- 2021 -now Director of Operations and Financial Advisor @
- 2020 -2021 Personal Financial Advisor @
- 2012 -2020 Senior Financial Paraplanner @ John K. McGill & Co. Inc.
- 2011 -2012 Member Services Coordinator @
- 2008 -2011 Student Assistant @
Loren Plotkin 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 Skills
- Time Management
- Customer Service
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Sales
- Management
- Microsoft Word
- Problem Solving
- Social Media Marketing
- Operations Management
- Marketing Strategy
- System Administration
- Team Building
- Leadership
- Training
- Fundraising
- Customer Satisfaction
- Research
- Accounting
- Strategic Planning
- Leadership Development
- Sales Management
- Hospitality
- Team Leadership
- Inventory Management
- Nonprofits
- Teamwork
Loren Plotkin Summary
- Loren Plotkin, based in Charlotte, NC, US, is currently a Director of Operations and Financial Advisor at Practice Executive LLC. Loren Plotkin brings 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 Time Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel and more. Loren Plotkin has 2 emails and 1 mobile phone numbers on RocketReach.
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