Mike Pluemer Email & Phone Number
Managing Director, Advisor Relations @ Lyrical Partners, L.P.
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Mike Pluemer Location
- Texas, United States
Mike Pluemer Work
- 2021 -now Managing Director, Advisor Relations @
- 2017 -2021 National Sales Manager @ James Alpha Advisors
- 2014 -2021 Regional Business Consultant @ James Alpha Advisors
- 2009 -2011 Director - Western Division @ Legg Mason
- 2008 -2009 Western Divisional Sales Manager @
- 2007 -2008 Director - Western Division @ Van Kampen Investments
- 1998 -2005 Sr Divisional Sales Manager @
- 1991 -1997 Director of Training @ HD Vest
Mike Pluemer Education
- The University of New Mexico 1989-1991
- Illinois Wesleyan University 1982-1985
Mike Pluemer Skills
- Series 63
- Mutual Funds
- Series 7
- Asset Allocation
- Series 6
- Series 24
- SMAs
- Strategic Financial Planning
- 401k
- Equities
- Estate Planning
- Financial Services
- Fixed Annuities
- Investment Management
- Investment Strategies
- Investments
- Management
- Public Speaking
- Retirement
- Retirement Planning
- Sales Management
- Separately Managed Accounts
- Wealth Management
- Alternative Investments
- Financial Planning
- Leadership
- Team Building
- Business Development
- Microsoft Office
- New Business Development
- Training
Mike Pluemer Summary
- Mike Pluemer, based in Texas, United States, is currently a Managing Director, Advisor Relations at Lyrical Partners, L.P.. Mike Pluemer brings experience from previous roles at James Alpha Advisors, Legg Mason and First American Funds. Mike Pluemer holds a 1989 - 1991 The University of New Mexico. With a robust skill set that includes Series 63, Mutual Funds, Series 7, Asset Allocation, Series 6 and more. Mike Pluemer has 2 emails and 1 mobile phone numbers on RocketReach.
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