Tammy Plotkin-Oren in

Tammy Plotkin-Oren

Visionary · DISC type Ds
Founder & Principal at TPO Financial & Insurance Services
📍 Berkeley, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Founder & Principal
Job Level
Leadership
Location
Berkeley, California, United States
Personality Overview

How Tammy shows up

Direct & Assertive
Objective Evaluator
Early Adopter

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Tammy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2010
Founder & Principal
TPO Financial & Insurance Services
2-2005
Financial Services Professional
NYLIFE Securities LLC
2-2005
Financial Adviser
Eagle Strategies, LLC (New York Life Company)
6-2000 - 2-2005
Sr. Product Marketing Manager
Kodak Easyshare Gallery (formerly Ofoto)
6-1998 - 2-2000
Product Marketing Manager
Electronics for Imaging
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 1999
MBA
University of California, Berkeley, Haas School of Business
8-1990 - 5-1994
BA
University of California, Berkeley
Education details unavailable
Bellaire High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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