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
- Director of Investments @ (November 2017 - Present)
- Director of Retirement Services @ (March 2016 - Present)
- Host of the Flourish Insights Podcast @ (July 2020 - December 2025)
- Managing Director @ (October 2010 - September 2015)
- Director, Consultant Relations @ (April 2007 - October 2010)
- Manager, Investment Services @ (April 2003 - April 2007)
- Director, Alternative Investments @ Jeffrey Slocum & Associates (November 2000 - April 2003)
- Investment Analyst and Compliance Officer @ (September 1997 - November 2000)
- Portfolio Administrator @ Investment Advisors, Inc. (June 1992 - June 1997)
Jay Pluimer Education
- Lawrence University
Bachelor of Arts (Golf Team, Phi Delta Theta, Inter-Fraternity Council)
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®, Summit Creek Advisors and FAF Advisors. Jay Pluimer holds a 1988 - 1992 Bachelor of Arts in Golf Team, Phi Delta Theta, Inter-Fraternity Council @ Lawrence University. With a robust skill set that includes 401k, Relationship Management, Investments, Asset Allocation, Due Diligence and more. Jay Pluimer has 1 mobile phone numbers on RocketReach.
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Jay Pluimer
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