Jay Pluimer Email & Phone Number
Director of Investments @ Flourish Wealth Management®
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Jay Pluimer Location
- Saint Paul, MN, US
Jay Pluimer Work
- 2017 -now Director of Investments @
- 2020 -now Host of the Flourish Insights Podcast @
- 2017 -now Director of Investments @
- 2016 -now Director of Retirement Services @
- 2010 -2015 Managing Director @
- 2007 -2010 Director, Consultant Relations @
- 2003 -2007 Manager, Investment Services @
- 2000 -2003 Director, Alternative Investments @ Jeffrey Slocum & Associates
- 1997 -2000 Investment Analyst and Compliance Officer @
- 1992 -1997 Portfolio Administrator @ Investment Advisors, Inc.
Jay Pluimer Education
- Lawrence University
Bachelor of Arts (History)
1988-1992
Jay Pluimer Skills
- 401k
- Relationship Management
- Investments
- Asset Allocation
- Due Diligence
- Financial Advisory
- Portfolio Management
- Risk Management
- Mutual Funds
- Wealth Management
- Asset Management
- Client Service
- Endowments
- Pensions
- Alternative Investments
- Equities
- Customer Relations
- Private Equity
- Communication
- Trading
- Investment Management
- Institutional
- Research
- Investment Policy
- Fund Of Funds
- Hedge Funds
- Series 7
- Podcasting
- Investment Strategies
- Working with Investors
- Financial Services
- Finance
- Leadership
- Development
- PowerPoint
- Public Speaking
- Business Development
- Microsoft Office
Jay Pluimer Summary
- Jay Pluimer, based in Saint Paul, MN, US, is currently a Director of Investments at Flourish Wealth Management®. Jay Pluimer brings experience from previous roles at Flourish Wealth Management® and Summit Creek Advisors. Jay Pluimer holds a 1988 - 1992 Bachelor of Arts in History @ Lawrence University. With a robust skill set that includes 401k, Relationship Management, Investments, Asset Allocation, Due Diligence and more. Jay Pluimer has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jay Pluimer
Jay Pluimer
Director of Investments
Saint Paul, MN, US
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Jay Pluimer
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