James Plotnik

Current

• Merchandising Contractor at Cricket Communications
• Consultant at James W. Plotnik

Past

• Director of Development/Administrative Assistant at The Logan School for Creative Learning
• Personal Banker/Investment Consultant at Wells Fargo Bank N.A.

Education

• University of Colorado at Denver
• University of Colorado at Boulder
• Durango High School

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Recommended

2 people have recommended James

Connections

113 connections

Industry

Banking

Websites

• www.jamesplotnik.com

James Plotnik’s Summary

Are you looking for someone to help you identify and take advantage of opportunities profitably? If so, let’s talk!

As a professional, my philosophy is that businesses must focus on the customer while being environmentally and socially aware. In today's society we must operate by listening to our customers, designing our products and services around their needs and doing all of this in a way that has a positive impact on our world.

I developed my philosophy through both my professional and personal life experiences, which continue to provide me with invaluable skills, including the following:

• Excellent written and verbal communication skills.
• Refined organizational skills to work efficiently.
• Multitasking ability so that managing multiple projects is a breeze.
• An eye for detail to produce accurate and fully developed results.
• Analytical skills to understand what both qualitative and quantitative data are telling you about your business efforts and your competition.
• The ability to produce, present and implement profitable strategies.

With a proven track record for success and advancement, I am sure you will undoubtedly enjoy working with me. Contact me so that we can discuss your business goals and how we can work together to achieve them.

James Plotnik’s Specialties:

Statistical analysis, financial statement analysis, financial statement preparation, market opportunity analysis, budgeting, market research, event planning, marketing material development, market segmentation, marketing strategy development, branding and identity, social media.

Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, SPSS, Quickbooks, Website creation, HTML, Presentation skills, Interpersonal skills, Analytical skills, Organizational skills, Eye for detail

James Plotnik’s Experience

• Merchandising Contractor

  Cricket Communications

  (Banking industry)

  February 2009 — Present (6 months)

• Consultant

  James W. Plotnik

  (Marketing and Advertising industry)

  June 2007 — Present (2 years 2 months)

  • Provide exceptional project management and account management support for clients through multitasking, follow-through and detailed database management.
  • Wrote outstanding professional proposal that “the client was very impressed” with by conducting thorough research and analyzing findings for best options.
  • Compiled databases of target market contacts through internet research.

• Director of Development/Administrative Assistant

  The Logan School for Creative Learning

  (Non-Profit Organization Management industry)

  October 2006 — May 2007 (8 months)

  • Coordinated office communications and fundraising efforts including planning of annual event with 300 attendees that generated $75,000 in net profit.
  • Maintained several electronic databases and organized many physical files.
  • Developed positive relationships with upper management, high-profile donors and board of directors by using extraordinary interpersonal skills.
  • Gathered data and material for inclusion in annual report.

• Personal Banker/Investment Consultant

  Wells Fargo Bank N.A.

  (Public Company; 10,001 or more employees; WFC; Banking industry)

  February 2005 — June 2006 (1 year 5 months)

  • Improved compliance with internal audit standards by analyzing data and monitoring Policies and Procedures.
  • Followed-up with management on audit review process and remediating deficiencies.
  • Created action plans with appropriate products for customers through analysis of their current financial situation and future goals.
  • Increased customer satisfaction by assisting with balancing and reconciling their accounts.

James Plotnik’s Education

• University of Colorado at Denver

  MBA , 2005 — 2007

  Activities and Societies:

  UCD Marketing Club - VP of Membership

• University of Colorado at Boulder

  BA , Economics , 2000 — 2003

  Activities and Societies:

  Student Government

• Durango High School

  Activities and Societies:

  Speech and Debate

Additional Information

James Plotnik’s Websites:

• www.jamesplotnik.com

James Plotnik’s Interests:

Travel, Entrepreneurship, Health, Fitness, Mountain Climbing, Learning, Going Green, Architecture.

James Plotnik’s Honors:

Leadership award presented by UCD for VP of Marketing Club position

James Plotnik’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch