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

View Samuel Plotkin's Email

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Last updated: 2024-04-16

Updated: 2024-04-16

Found email addresses for Samuel Plotkin:

Business emails:

p**@prosperiteaplanning.com

Found phone for Samuel Plotkin:

+1-***-***-8772

A different Samuel Plotkin?

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 - StoneX Group Subsidiary

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

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