Samuel Plotkin

Samuel Plotkin: Email & Phone Number

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Financial Planner at ProsperiTea Planning|Greenfield, Massachusetts, United States

Position:

Financial Planner at ProsperiTea Planning

Location:

Greenfield, Massachusetts, United States

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Last updated: 2024-04-16
Updated: 2024-04-16

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Work Experience 19 years

Financial Planner at ProsperiTea Planning

Feb 2024 - Current

Wealth Planner, Co-Founder at Clarity Wealth Management

May 2022 - Feb 2024

Private Equity Valuation Analyst at Wellington Management

Jan 2017 - Jul 2021

Associate Analyst at Eaton Vance

Mar 2011 - Jul 2016

Client Service Representative at Putnam Investments

Nov 2008 - Mar 2011

Trading Desk Intern at The Benchmark Company, a subsidiary of StoneX Group Inc.

May 2007 - Aug 2007

Samuel Plotkin started working in 2007, then the employee has changed 5 companies and 5 jobs. On average, Samuel Plotkin works for one company for 2 years 9 months.

Their professional focus is Analysis, Asset Management, and Bloomberg across 3 core areas.

Education

BBA at University of Massachusetts at Amherst - Isenberg School of Management

Greenfield Center School

Frequently Asked Questions

What is Samuel Plotkin's email address?

SignalHire found a verified business email address for Samuel Plotkin: p**@prosperiteaplanning.com.

What is Samuel Plotkin's phone number?

SignalHire found a verified phone number for Samuel Plotkin: +1-***-***-8772.

How do I contact Samuel Plotkin at ProsperiTea Planning?

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What is Samuel Plotkin's professional background?

Samuel Plotkin has 19 years of professional experience. They have held roles including Wealth Planner, Co-Founder, Private Equity Valuation Analyst, and Associate Analyst at companies such as Clarity Wealth Management, Wellington Management, and Eaton Vance. Their education includes BBA from University of Massachusetts at Amherst - Isenberg School of Management, and Greenfield Center School.

Is Samuel Plotkin's contact information up to date?

Yes. Samuel Plotkin's SignalHire profile was last updated on 16 April 2024, reflecting their current position as Financial Planner at ProsperiTea Planning in Greenfield, MA, United States.

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