Steven Plummer Email & Phone Number
Partner, Chief Innovation Officer @ Equitable Trust
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steven Plummer Location
- Florida, United States
Steven Plummer Work
- Partner, Chief Innovation Officer @ (December 2023 - Present)
- Partner, Chief Compliance Officer and Operations Manager @ (March 2023 - December 2023)
- Chief Compliance Officer and Operations Manager @ (August 2022 - March 2023)
- Operations Manager @ (August 2020 - August 2022)
- Salesforce FSC Consultant @ (February 2020 - August 2020)
- Director, Wealth Management Products @ (December 2017 - November 2019)
- Principal, Director of Operations and Information Technology @ (November 2013 - December 2017)
- Portfolio Manager @ (June 2011 - November 2013)
- AVP Portfolio Manager @ (January 2010 - June 2011)
- Investment Analyst @ (January 2009 - January 2010)
- Underwriter @ (May 2008 - December 2008)
- Project Manager @ (June 1999 - November 2005)
Steven Plummer Education
- University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.)
- The University of Toledo
Bachelors (Finance, Accounting Minor)
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 Master of Business Administration (M.B.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 3 mobile phone numbers on RocketReach.
Looking for a different Steven Plummer?
Find contact details for 700 million professionals.
Others Named Steven Plummer
Steven Plummer
Partner, Chief Innovation Officer
Florida, United States
Steven Plummer
Regional Sales Director
Denver, CO, US
Steven Plummer
Materials and Process Engineer
Kirkland, WA, US
Steven Plummer
Outside Sales Representative
Huffman, TX, US
Steven Plummer
Partner
United Kingdom
Steven Plummer
ceo
Paulding, OH, US
Top Equitable Trust Employees
Jeremy Kath
Partner and Investment Advisor
Nashville, TN, US
Rick Travis
Partner and Chief Fiduciary Officer
Nashville, TN, US
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
Pamela Talley
Director of Financial Planning
Franklin, TN, 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
Melanie Davenport
Chief Compliance Officer
Murfreesboro, TN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co