David Plotkin

David Plotkin Email and Phone Number

Client Associate @ Transparent Wealth Management
Sarasota, FL, US
David Plotkin's Location
Sarasota, Florida, United States, United States
David Plotkin's Contact Details

David Plotkin personal email

David Plotkin phone numbers

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.**

David Plotkin's Current Company Details
Transparent Wealth Management

Transparent Wealth Management

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Client Associate
Sarasota, FL, US
David Plotkin Work Experience Details
  • Transparent Wealth Management
    Transparent Wealth Management
    Sarasota, Fl, Us
    View
  • Ubs
    Client Associate
    Ubs Jun 2024 - Present
    Zurich, Ch
    View
  • St Petersburg Tennis Center
    Tennis Professional
    St Petersburg Tennis Center Mar 2023 - Jun 2024
    View
  • Teachme.To
    Pickleball Coach
    Teachme.To Mar 2023 - Jun 2024
    San Francisco, California, Us
    View
  • Gold Medal Waters
    Financial Planning Analyst
    Gold Medal Waters Jan 2022 - Jun 2024
    Boulder, Co, Us
    View
  • Addict Pickleball
    Chief Financial Officer
    Addict Pickleball Jul 2023 - Jan 2024
    Tampa, Florida, Us
    www.addictpickleball.com
    View
  • Droneup
    Corporate Strategy Consultant
    Droneup Mar 2023 - Jul 2023
    Virginia Beach, Va, Us
    View
  • Santander Bank, N.A.
    Investment Banker
    Santander Bank, N.A. Aug 2019 - Feb 2023
    Boston, Ma, Us
    View
  • Dbrs
    Senior Financial Analyst
    Dbrs 2015 - 2019
    Toronto, On, Ca
    View
  • The River Club Of New York
    Tennis Professional
    The River Club Of New York 2015 - 2016
    Ny, Ny, Us
    View
  • Bnp Paribas
    Solutions & Structuring Analyst
    Bnp Paribas 2012 - 2014
    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
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  • Bnp Paribas
    Securitization Intern
    Bnp Paribas 2011 - 2011
    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
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  • Electronic Arts
    Assistant Business Analyst
    Electronic Arts 2010 - 2010
    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 quantitative analysis of the 14MM user universe for all of EA Sports’ major titles and created a presentation describing key findings with respect to demographics, usage patterns, and co-ownerships
    View
  • Electronic Arts
    Quality Assurance Specialist
    Electronic Arts 2009 - 2009
    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
    View

David Plotkin Skills

Microsoft Excel Market Research Financial Modeling Vba Bloomberg Leadership Powerpoint Sales Portfolio Management Structured Finance Securitization Data Analysis Microsoft Word Outlook Quantitative Analytics Html Social Media Visio Management Cash Flow Modeling Investment Banking Databases Ms Project Economics Hedge Funds Trading Equity Trading Trading Strategies Strategy Finance Project Management Microsoft Office Research Analysis Valuation Public Speaking Financial Analysis Corporate Finance Fixed Income Capital Markets Equities Investments Business Analysis Cash Flow Analysis Modeling Visual Basic For Applications Analytical Skills

David Plotkin Education Details

  • Columbia University
    Columbia University
    Psychology
  • Palo Alto High School
    Palo Alto High School

Frequently Asked Questions about David Plotkin

What company does David Plotkin work for?

David Plotkin works for Transparent Wealth Management

What is David Plotkin's role at the current company?

David Plotkin's current role is Client Associate.

What is David Plotkin's email address?

David Plotkin's email address is da****@****nder.us

What is David Plotkin's direct phone number?

David Plotkin's direct phone number is +191797*****

What schools did David Plotkin attend?

David Plotkin attended Columbia University, Palo Alto High School.

What are some of David Plotkin's interests?

David Plotkin has interest in Volleyball, Working Out, Investing, Basketball, Chess, Poetry, Tennis.

What skills is David Plotkin known for?

David Plotkin has skills like Microsoft Excel, Market Research, Financial Modeling, Vba, Bloomberg, Leadership, Powerpoint, Sales, Portfolio Management, Structured Finance, Securitization, Data Analysis.

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