David Plante
Financial Advisor at Fort Pitt Capital Group | Greater Harrisburg Area
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Financial Advisor at Fort Pitt Capital Group in July 2024 to Present
Director of Relationship Development at John G. Ullman & Associates, Inc. in December 2021 to April 2024
Branch Manager at TD Ameritrade in January 2014 to January 2021
Investment Consultant at TD Ameritrade in December 2009 to December 2013
Mortgage Loan Officer at Bank of America in May 2009 to December 2009
Premier Client Manager/Vice President at Bank of America in November 2004 to April 2009
Client Associate at Legg Mason in July 2002 to October 2004
Customer Service/Operations Analyst at New England Securities in March 1998 to July 1999
Combat Engineer - Rank: Specialist at Massachusetts Army National Guard in November 1991 to November 1997
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Portfolio Management
Management
Project Planning
Written Communication
Cross-functional Team Leadership
Change Management
Project Management Office (PMO)
Critical Thinking
Communication
Thinking Skills
New Business Development
Performance Reviews
Client Relations
Presentations
Business Relationship Management
Sales and Marketing
Consulting
Wealth Management
Business Development
Sales Strategy
Lead Generation
Sales Pipeline Management
Financial Planning
Personal Financial Planning
Strategic Thinking
Sales Processes
Relationship Building
Sales Management
Build Strong Relationships
Certified Financial Planner
Investments
Banking
Securities
Retirement Planning
Finance
Series 7
Strategy
Marketing
Leadership
Credit
Books
Loans
Customer Service
Sales
Funding
Premiere
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Discover more about Fort Pitt Capital GroupWhat is David Plante email address?
Email David Plante at [email protected] and [email protected]. This email is the most updated David Plante email found in 2026.
What is David Plante phone number?
David Plante phone number is +16038181015 and +16038284485.
How to contact David Plante?
To contact David Plante send an email to [email protected] or [email protected]. If you want to call David Plante try calling on +16038181015 and +16038284485.
What is David Plante net worth?
David Plante has an estimated net worth of $150,000 to $249,999
What company does David Plante work for?
David Plante works for Fort Pitt Capital Group
What is David Plante's role at Fort Pitt Capital Group?
David Plante is Financial Advisor
What industry does David Plante work in?
David Plante works in the Financial Services industry.
David Plante Email Addresses
David Plante Phone Numbers
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