Tammy Jane Plotkin-Oren

Current Employers

Employment History

• 02/2005 → Present
  New York Life
  Pleasanton, CA
• 02/2005 → Present
  Nylife Securities Inc.
  Emerville, CA
• 11/2009 → Present
  Tpo Financial And Insurance Services
  Emeryville, CA

Other Businesses

OWNER RENTAL PROPERTY - OWNER OF 2 RENTAL PROPERTIES INSURANCE BROKER WITH VARIOUS OUTSIDE INSURANCE COMPANIES FOR NON-NYL PRODUCTS - HEALTH INSURANCE, DISABILITY INSURANCE AND LIFE PRODUCTS (FIXED). DBA: TPO FINANCIAL AND INSURANCE SERVICES [TAPO LLC; AN LLC THAT OWNS A COMMERCIAL BUILDING THAT MY HUSBAND'S BUSINESS (CATERING COMPANY) WILL BE USING; 600 HOFFMAN, RICHMOND CA; START DATE 07/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 08/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [UC Berkeley Hillel; Berkeley Hillel is the center for Jewish life on the University of California Berkeley campus. A pluralistic and welcoming community, Hillel provides an array of opportunities for Jewish students, including community service and other programming.; 2736 Bancroft Way, Berkeley CA 94704; Start Date 09/2016; Role/Title: Treasurer and Board Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Delaware Street HOA Board Member; Serve as board member at large for the HOA where my office is located; 821 Delaware Street, Berkeley CA 94710; Start Date 04/2019; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours][Bridge Partners Fund V LP; Private Real Estate Investing Firm with multiple funds-passive investor; 1850 Mt Diablo Blvd, Suite 410, Walnut Creek CA 94596; Start Date 10/2025; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-22
• S63 Uniform Securities Agent State Law Examination
  2005-02-24