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
- 2015 -now Brokerage Associate and Personal Banker @
- 2015 -now Brokerage Associate and Personal Banker @
- 2011 -2015 Financial Services @
- 2008 -2011 Long-term Care Insurance Wholesaler @
- 2006 -2008 Area Insurance Sales Specialist @ Citigroup - Smith Barney
- 2003 -2006 Insurance Specialist @
Steven Plotkin Skills
- Estate Planning
- Series 63
- Banking
- Fixed Annuities
- Selling Skills
- Indexed Annuities
- Insurance
- Training and Development
- Retirement Planning
- Windows
- Sales
- Financial Planning
- Wealth Management Services
- Closing Skills
- IRAs
- Critical Illness
- Investments
- Financial Risk
- Variable Annuities
- Finance
- Series 6
- 401k
- Strategic Planning
- Roth IRA
- Financial Services
- Sales Management
- Life Insurance
- Mutual Funds
- Wealth Management
- Universal Life
- Strategic Financial Planning
- Employee Training
- Long Term Care
- Disability Insurance
- Wealth
- Long Term Care Insurance
- 401k Rollovers
- Project Management
- Term Life Insurance
- Retirement
- Fixed Index Annuities
- Life and Health Insurance Licenses
- Brokers
- Employee Benefits
- Whole Life
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 Estate Planning, Series 63, Banking, Fixed Annuities, Selling Skills and more. Steven Plotkin has 6 emails and 5 mobile phone numbers on RocketReach.
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