AeroLeads people directory · profile
David Plotkin Email & Phone Number
Client Associate
at
Transparent Wealth Management
1 work email found
@santander.us
2 phones found area 917
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
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.
14 roles · 17 years
David Plotkin work experience
A career timeline built from the work history available for this profile.
Client Associate
Current
Jun 2024 - Present
Tennis Professional
Mar 2023 - Jun 2024
Pickleball Coach
Mar 2023 - Jun 2024
Financial Planning Analyst
Jan 2022 - Jun 2024
Jul 2023 - Jan 2024
Corporate Strategy Consultant
Mar 2023 - Jul 2023
Investment Banker
Aug 2019 - Feb 2023
Senior Financial Analyst
2015 - 2019
~4 yrs
Tennis Professional
2015 - 2016
~1 yr
Solutions & Structuring Analyst
- 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
- 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
- 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
- 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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