Steven Plummer Email & Phone Number
Partner, Chief Innovation Officer @ Equitable Trust
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Steven Plummer Location
- Florida, United States
Steven Plummer Work
- 2023 - now Partner, Chief Innovation Officer @
- 2023 - 2023 Partner, Chief Compliance Officer and Operations Manager @
- 2022 - 2023 Chief Compliance Officer and Operations Manager @
- 2020 - 2022 Operations Manager @
- 2020 - 2020 Salesforce FSC Consultant @
- 2017 - 2019 Director, Wealth Management Products @
- 2013 - 2017 Principal, Director of Operations and Information Technology @
- 2011 - 2013 Portfolio Manager @
- 2010 - 2011 AVP Portfolio Manager @
- 2009 - 2010 Investment Analyst @
- 2008 - 2008 Underwriter @
- 1999 - 2005 Project Manager @
Steven Plummer Education
- University of Notre Dame - Mendoza College of Business
- The University of Toledo
Steven Plummer Skills
- Customer Relationship Management (CRM)
- Product Management
- Wealth Management
- Investments
- Finance
- Portfolio Management
- Financial Analysis
- Financial Modeling
- Asset Allocation
- Analysis
- Risk Management
- Valuation
- Due Diligence
- Financial Planning
- Strategy
- Financial Markets
- Equities
- Asset Management
- Investment Strategies
- Mutual Funds
- Economics
- Strategic Financial Planning
- Derivatives
- Corporate Finance
- Banking
- Strategic Planning
- Financial Reporting
- Equity Research
- Research
- Accounting
- Project Management
- Vendor Management
- Venture Capital
- Change Management
- IT Management
- IT Strategy
- IT Operations
- Program Management
- Cloud Computing
- Bloomberg
- Microsoft Office
- Bloomberg Terminal
- Microsoft Excel
- PowerPoint
- Management
- Leadership
- Team Building
- Design Thinking
- Equity Valuation
- Salesforce.com
- Screening
- Molecular Imaging
- Credit
- Customer Service
- Credit Analysis
- Strategic Financial
- Trading
- Investment Management
- Customer Relationship Management Crm
- Customer Relationship Management
Steven Plummer Summary
- Steven Plummer, based in Florida, United States, is currently a Partner, Chief Innovation Officer at Equitable Trust. Steven Plummer brings experience from previous roles at Equitable Trust and Sikich. Steven Plummer holds a University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Customer Relationship Management (CRM), Product Management, Wealth Management, Investments, Finance and more. Steven Plummer has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Equitable Trust Employees
John Ford
Chief Financial Officer
Nashville, TN, US
Steven Plummer
Partner, Chief Innovation Officer
Florida, United States
Tyler Wilson
Director of Tax
Nashville, TN, US
Darlinda Jones
Senior Vice President
Nashville, TN, US
Deanna McCulley
Vice President
Nashville, TN, US
Vivian Kaufmann
Financial Consultant
New York, NY, US
Pamela Talley
Director of Financial Planning
Franklin, TN, US
Henry Kahng
Financial Consultant
New York, NY, US
Peter Soriento
Financial Professional
New York, NY, US
Patricia Braunschweig
Trust and Wealth Associate
Nashville, TN, US
Ross Jagar
Partner
Nashville, TN, US
Sean Sullivan
Client Advisor
Nashville, TN, US
John Steele
President and Chief Executive Officer
Nashville, TN, US
Tina Redding
Operations Specialist
Nashville, TN, US
Jackson Bryant
Investment Associate
Nashville, TN, US
Riley Crook
Investment Associate
Nashville, TN, US
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