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David Plotkin Email & Phone Number

Location: Sarasota, Florida, United States 14 work roles 2 schools
1 work email found @santander.us 2 phones found area 917 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@santander.us
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Client Associate
Location
Sarasota, Florida, United States

Who is David Plotkin? Overview

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Quick answer

David Plotkin is listed as Client Associate at Transparent Wealth Management, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at santander.us, phone signal with area code 917, and a matched LinkedIn profile for David Plotkin.

David Plotkin previously worked as Client Associate at Ubs and Tennis Professional at St Petersburg Tennis Center. David Plotkin holds Bachelor’S Degree, Economics, Psychology from Columbia University.

Company email context

Email format at Transparent Wealth Management

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{first}.{last}@santander.us
86% confidence

AeroLeads found 1 current-domain work email signal for David Plotkin. Compare company email patterns before reaching out.

Profile bio

About David Plotkin

Experienced finance professional with a demonstrated history of working in the investment banking industry. Skilled in Excel, PowerPoint, Word, databases, market research, investments, and sales. Hard worker graduated from Columbia University./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Microsoft Excel, Market Research, Financial Modeling, Vba, and 43 others.

Current workplace

David Plotkin's current company

Company context helps verify the profile and gives searchers a useful next step.

Transparent Wealth Management
Transparent Wealth Management
Client Associate
Sarasota, FL, US
AeroLeads page
14 roles · 17 years

David Plotkin work experience

A career timeline built from the work history available for this profile.

Client Associate

Current
Ubs

Zurich, CH

Jun 2024 - Present

Pickleball Coach

San Francisco, California, US

Mar 2023 - Jun 2024

Chief Financial Officer

Tampa, Florida, US

www.addictpickleball.com

Jul 2023 - Jan 2024

Corporate Strategy Consultant

Virginia Beach, VA, US

Mar 2023 - Jul 2023

Senior Financial Analyst

Toronto, ON, CA

2015 - 2019 ~4 yrs

Solutions & Structuring Analyst

Paris, FR

- Structured finance advisory- Synergy with and support for ABS trading- Credit memoranda preparation- Financial valuation analysis- Cashflow modeling- Collaboration with external portfolio managers- Market research- Presentation building

2012 - 2014 ~2 yrs

Securitization Intern

Paris, FR

- Standardized and automated the conduit client reporting system- Analyzed and assisted with logistics of multiple structuring transactions- Generated comprehensive internal ABS issuance database

2011 - 2011

Assistant Business Analyst

Redwood City, CA, US

- Contributed materially to developing a $10M revenue sharing deal with the leader in online skill-based gaming- Wrote MySQL scripts to obtain usage statistics from EA’s internal databases; built an Excel-based revenue model incorporating those statistics; and then presented the key results to the executive team at Virgin Gaming- Performed a detailed.

2010 - 2010

Quality Assurance Specialist

Redwood City, CA, US

- Coordinated comprehensive testing effort on flagship console products, including the FIFA and Madden series- Spearheaded timely discovery and in-depth analysis of critical software and content issues

2009 - 2009
2 education records

David Plotkin education

Bachelor’S Degree, Economics, Psychology

Columbia University

Education record

Palo Alto High School
FAQ

Frequently asked questions about David Plotkin

Quick answers generated from the profile data available on this page.

What company does David Plotkin work for?

David Plotkin works for Transparent Wealth Management.

What is David Plotkin's role at Transparent Wealth Management?

David Plotkin is listed as Client Associate at Transparent Wealth Management.

What is David Plotkin's email address?

AeroLeads has found 1 work email signal at @santander.us for David Plotkin at Transparent Wealth Management.

What is David Plotkin's phone number?

AeroLeads has found 2 phone signal(s) with area code 917 for David Plotkin at Transparent Wealth Management.

Where is David Plotkin based?

David Plotkin is based in Sarasota, Florida, United States while working with Transparent Wealth Management.

What companies has David Plotkin worked for?

David Plotkin has worked for Transparent Wealth Management, Ubs, St Petersburg Tennis Center, Teachme.To, and Gold Medal Waters.

How can I contact David Plotkin?

You can use AeroLeads to view verified contact signals for David Plotkin at Transparent Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Plotkin attend?

David Plotkin holds Bachelor’S Degree, Economics, Psychology from Columbia University.

What skills is David Plotkin known for?

David Plotkin is listed with skills including Microsoft Excel, Market Research, Financial Modeling, Vba, Bloomberg, Leadership, Powerpoint, and Sales.

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