Jake Plunkett Email & Phone Number
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Jake Plunkett Location
- New York, NY, US
Jake Plunkett Work
- 2020 -now Partner @ Better Now America
- 2017 -2020 Executive Director @
- 2016 -2017 Financial Services Professional @
- 2012 -2016 Head of Capital Markets @ Star Mountain Advisors (FKA Cadwyn Point Partners LLC)
- 2003 -2012 Managing Director @
- 1996 -2003 Vice President @
- 1992 -1996 Vice President @
Jake Plunkett Education
- College of the Holy Cross
Bachelor of Arts (B.A.) (History)
1987-1991 - Georgetown University
(Near and Middle Eastern Studies)
1990-1990 - Deerfield Academy 1985-1987
- Archbishop Stepinac High School 1982-1985
Jake Plunkett Skills
- Business Development
- Municipal Bonds
- Public Finance
- Bond Markets
- Public-private Partnerships
- Public Markets
- FINRA
- Securities
- Fixed Income
- Investment Banking
- Business Strategy
- Risk Management
- Asset Management
- Equities
- Hedge Funds
- Alternative Investments
- Investments
- Private Equity
- Structured Products
- Valuation
- Collateral Management
- Vendor Management
- Negotiation
- Performance Management
- Staff Management
- Staff Training
- Staff Supervision
- Staff Development
- Leadership
- Capital Markets
- Management
- Financial Services
- Strategy
- Due Diligence
- Local Government
- Municipalities
- Collaborative Problem Solving
- Team Building
- Public Speaking
- Business Relationship Management
- Retirement Planning
- Cross Selling
- Compliance Oversight
- Credit Risk
- Team Management
- Team Leadership
- Finance
- Strategic Planning
- Strategic Hiring
- Life Insurance Strategies
- Talent Developer
- Mutual Funds
- Lifetime Income Strategies
- Revenue Growth Generation
- Business Planning
- Key Account Relationship Building
- Microsoft Office
- Wealth Accumulation
- Marketing
- Market Risk
- Long Term Care Insurance
- 401k Rollovers
- Professional Phone Skills
- Government Relations
- Quota Management
- Education Funding Strategies
- Compliance Management
- Relationship Development
- Recruiting
- Employee Benefits
- Whole Life Insurance
- Fixed Annuities
- 401K Retirement Savings Plans
- Life Insurance
Jake Plunkett Summary
- Jake Plunkett, based in New York, NY, US, is currently a Partner at Better Now America. Jake Plunkett brings experience from previous roles at UBS, NYLIFE Securities LLC, Star Mountain Advisors (FKA Cadwyn Point Partners LLC) and Raymond James & Associates, Inc. Jake Plunkett holds a 1987 - 1991 Bachelor of Arts (B.A.) in History @ College of the Holy Cross. With a robust skill set that includes Business Development, Municipal Bonds, Public Finance, Bond Markets, Public-private Partnerships and more. Jake Plunkett has 1 emails on RocketReach.
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