Steven Plotkin Email & Phone Number
Brokerage Associate and Personal Banker @ Wells Fargo
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Steven Plotkin Location
- Columbia, MD, US
Steven Plotkin Work
- Brokerage Associate and Personal Banker @ (April 2015 - Present)
- Brokerage Associate and Personal Banker @ (January 2015 - Present)
- Financial Services @ (March 2011 - March 2015)
- Long-term Care Insurance Wholesaler @ (April 2008 - March 2011)
- Area Insurance Sales Specialist @ Citigroup - Smith Barney (May 2006 - April 2008)
- Insurance Specialist @ (June 2003 - May 2006)
Steven Plotkin Skills
- 401k
- 401k Rollovers
- Banking
- Brokers
- Closing Skills
- Critical Illness
- Disability Insurance
- Employee Benefits
- Employee Training
- Estate Planning
- Finance
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Annuities
- Fixed Index Annuities
- IRAs
- Indexed Annuities
- Insurance
- Investments
- Life & Health Insurance Licenses
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Project Management
- Retirement
- Retirement Planning
- Roth IRA
- Sales
- Sales Management
- Selling Skills
- Series 6
- Series 63
- Strategic Financial Planning
- Strategic Planning
- Term Life Insurance
- Training & Development
- Universal Life
- Variable Annuities
- Wealth
- Wealth Management
- Wealth Management Services
- Whole Life
- Windows
- Training and Development
- Long Term Care
- Life and Health Insurance Licenses
Steven Plotkin Summary
- Steven Plotkin, based in Columbia, MD, US, is currently a Brokerage Associate and Personal Banker at Wells Fargo. Steven Plotkin brings experience from previous roles at Wells Fargo, Diversified Financial Services, John Hancock Life Insurance Company (U.S.A.) and Citigroup - Smith Barney. With a robust skill set that includes 401k, 401k Rollovers, Banking, Brokers, Closing Skills and more. Steven Plotkin has 6 emails and 5 mobile phone numbers on RocketReach.
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