Samuel Plotkin Email & Phone Number
Financial Planner @ ProsperiTea Planning
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Samuel Plotkin Location
- Greenfield, MA, US
Samuel Plotkin Work
- Financial Planner @ (February 2024 - Present)
- Wealth Planner, Co-Founder @ (January 2022 - February 2024)
- Private Equity Valuation Analyst @ (January 2017 - July 2021)
- Associate Analyst @ (March 2011 - July 2016)
- Client Service Representative @ (November 2008 - March 2011)
- Trading Desk Intern @ (May 2007 - August 2007)
Samuel Plotkin Education
- University of Massachusetts at Amherst - Isenberg School of Management
BBA (Finance)
2004-2008 - Greenfield Center School
Samuel Plotkin Skills
- Private Equity Research
- Real Estate Investment
- Financial Planning
- Budgeting
- Strategic Planning
- Asset Management
- Socially Responsible Investing
- Equity Research
- Finance
- Mutual Funds
- Investments
- Financial Modeling
- Factset
- Bloomberg
- Analysis
- Microsoft Office
- Financial Services
- Microsoft Excel
- Hedge Funds
- Financial Analysis
- Securities
- Valuation
- Fixed Income
- Equities
- Teamwork
- Microsoft Word
- Microsoft powerpoint
- Research
- Public Speaking
- Financial Markets
- Investment Management
Samuel Plotkin Summary
- Samuel Plotkin, based in Greenfield, MA, US, is currently a Financial Planner at ProsperiTea Planning. Samuel Plotkin brings experience from previous roles at Clarity Wealth Management, Wellington Management, Eaton Vance Management and Putnam Investments. Samuel Plotkin holds a 2004 - 2008 BBA in Finance @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Private Equity Research, Real Estate Investment, Financial Planning, Budgeting, Strategic Planning and more. Samuel Plotkin has 2 emails and 2 mobile phone numbers on RocketReach.
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