Jeffrey Plummer Email & Phone Number
President @ Forsythe Findley Wealth Advisors
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Jeffrey Plummer Location
- St. Louis, MO, US
Jeffrey Plummer Work
- 2022 - now President @
- 2014 - 2021 Lead Regional Vice President @
- 2013 - 2013 Regional Vice President @
- 2012 - 2013 Director of Agency Transition @
- 2009 - 2012 Western Regional Director @
- 2007 - 2009 Associate Managing Partner @
- 2004 - 2007 Divisional Vice President, Southern Division @
- 2001 - 2004 Head of Agency @ The MONY Group
- 1988 - 2004 Advisor and Managing Director @ Mutual of New York (MONY)
Jeffrey Plummer Education
- Harvard Business School
(Leadership for Senior Executives)
2018 - 2018 - Harvard Business School
(Executive Education - Aligning Strategy and Sales)
2016 - 2016 - The American College of Financial Services
CLU (Financial Planning)
1990 - 1994
Jeffrey Plummer Skills
- Leadership
- Recruiting
- Coaching
- Team Building
- Strategy
- Training
- Management
- Strategic Planning
- Retirement Planning
- Disability Insurance
- Sales Management
- Financial Services
- Sales
- Succession Planning
- Marketing
- Series 7
- Series 24
- Business Planning
- Executive Management
- Finance
- Life Insurance
- Start-ups
- Financial Planning
- Start Ups
- Customer Service
- Change Management
- Insurance
- Retirement
- Strategic Financial Planning
- Fixed Annuities
- Employee Benefits
- Financial Advisory
- Microsoft Excel
Jeffrey Plummer Summary
- Jeffrey Plummer, based in St. Louis, MO, US, is currently a President at Forsythe Findley Wealth Strategies. Jeffrey Plummer brings experience from previous roles at Guardian Life. Jeffrey Plummer holds a 2018 - 2018 Harvard Business School. With a robust skill set that includes Leadership, Recruiting, Coaching, Team Building, Strategy and more. Jeffrey Plummer has 3 emails and 5 mobile phone numbers on RocketReach.
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Top Forsythe Findley Wealth Advisors Employees
Jeffrey Plummer
President
St. Louis, MO, US
Ryan Robinson
Registered Representative
St. Louis, MO, US
Jonathan Pechmann
Loan Specialist NMLS# 2720844
Columbia, MO, US
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