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MEMBER PROFILE

 

Christen Plotkin

UBS Financial Services Inc.

 

Member profile details

Membership level
Chicago Individual
First name
Christen
Last name
Plotkin
Title
Financial Advisor
Company
UBS Financial Services Inc.
 

CONTACT INFORMATION

City
Oakbrook Terrace
State
Illinois
 

PROFILE INFORMATION

Call me when
you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Family business
  • Financial Modelling
  • Investments
  • Retirement
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Accredited Wealth Management Advior - AWMA(R)
In Business Since
2010
How to contact
christen.plotkin@ubs.com
LinkedIn profile link
www.linkedin.com/in/christenplotkin
Client Results
What we are known for is advocating for what's possible in our clients' lives while defending and protecting what is most important to them.
 

Member photo albums (1 Album)

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