David Plouffe Email & Phone Number

Fairfield, Ct, Us

Fairfield, Ct, Us

Fairfield, Connecticut, Us

Fairfield, Connecticut, Us

Securities through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through MONECO Advisors, LLC, a registered investment advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Fairfield, Ct, Us

Shelton, Connecticut, Us

- Created a comprehensive financial plan for hypothetical clients as part of a case study project- Competed with a team to pitch business/business development improvement concepts to a panel of directors as part of a 'Shark Tank' project- Shadowed an experienced financial services executive during client meetings, client acquisition calls, and through work on clients' financial plans- Engaged in 'advisor interview' project, speaking with various Barnum team members from a variety of teams and departments and learning about their roles, duties and business practices

Fairfield, Connecticut, Us

Utilize Morningstar to actively engage in research to complete a quarterly investment committee meeting report, which analyzes the performance of current portfolios and assesses the viability of new holdings to be added to portfolios. - Financial Communication: Develop actionable social media content to promote the firm’s brand and integrated marketing approach. Leverage digital media metrics to create actionable data for advisor use.- Use Morningstar Advisor Workstation, Orion Advisor, and Riskalyze to assist in maintaining asset allocations, model portfolios, and hypothetical portfolios for new and existing clients. - Operations & Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes and maintain securities database.- Make use of critical wealth management software to aid business practicesThis internship offers a unique learning experience in the world of personal financial planning and an opportunity to be creative on a day-to-day basis. Also, the intern will be instructed in the fundamentals of financial products and strategies including mutual funds, ETFs, annuities, life insurance, and long-term care insurance. Additionally, the intern will participate in educational sessions to help further his or her future career endeavors.

Stamford, Ct, Us

-Provided research support through database updating, mining, and optimization-Defined the scope of data to present to both management and clients alike-Spearheaded the push for the development of website, branding, and social media, in addition to the transition to new software-Aided the improvement of quality and efficiency of daily operations

-Washed dishes, cleaned the kitchen, and assisted in closing after every night shift under high pressure-Communicated effectively in a team dynamic with management and co-workers-Used strong time management skills to keep team on track to finish daily tasks-Worked both day and night shifts and assisted in renovations and landscaping

-Washed dishes, cleaned the kitchen, and assisted in closing after every shift-Built relationships with management and other employees

-Set up and disassemble polling location-Helped with advertising to get out the vote -Verified registered voters through computer programs and manual registry-Directed voters to balloting locations and to their correct polling locations in town-Engaged and interacted with the public, supervisors and Town Officials