Jennifer (Jen) Plourd
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Jennifer (Jen) Plourd Email & Phone Number

Director, Private Wealth Client Services at Cresset
Location: Denver, Colorado, United States 4 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@ml.com
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Current company
Cresset
Role
Director, Private Wealth Client Services
Location
Denver, Colorado, United States
Company size
117 employees

Who is Jennifer (Jen) Plourd? Overview

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Quick answer

Jennifer (Jen) Plourd is listed as Director, Private Wealth Client Services at Cresset, a with 117 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Jennifer (Jen) Plourd.

Jennifer (Jen) Plourd previously worked as Ultra High Net Worth - Lending at Bank Of America and Private Wealth Associate at Merrill Lynch. Jennifer (Jen) Plourd holds Finance, Entrepreneurship from University Of Colorado.

Company email context

Email format at Cresset

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jplourd@ml.com
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AeroLeads found 1 current-domain work email signal for Jennifer (Jen) Plourd. Compare company email patterns before reaching out.

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Profile bio

About Jennifer (Jen) Plourd

With 20 years of experience in the financial services space for ultra high net worth clients, I have worked on entrepreneurial teams that specialize in providing tailored private wealth lending and investment solutions to ultra-high net worth individuals, their businesses, and most importantly, their families. I find purpose and value when I can make a meaningful impact on a person’s life.

Listed skills include Project Management, Mortgage Servicing, Securities Lending, Strategic Planning, and 6 others.

Current workplace

Jennifer (Jen) Plourd's current company

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Cresset
Cresset
Director, Private Wealth Client Services
chicago, illinois, united states
Website
cressetcapital.com
Employees
117
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4 roles

Jennifer (Jen) Plourd work experience

A career timeline built from the work history available for this profile.

Director, Private Wealth Client Services

Current
Cresset

Denver, Colorado, United States

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

Sep 2024 - Present

Ultra High Net Worth - Lending

Bank Of America

Denver, Colorado, United States

• Team lead, ethical due diligence for private equity fund lending, syndicated and participated deals• Lending portfolio management and servicing• Integral part of BizDev team• Loan renewal processing, pre-and-post underwriting client financial review, regulatory adherence to lending guidelines, legal documentation review and management

Jun 2021 - Jun 2023

Private Wealth Associate

Merrill Lynch

Denver, Colorado, United States

• Integrated mindfulness into client reviews and presentations for investment management, lending, family budgets• Business development with mutually-beneficial and ethical intention• Internal team operations, budget, and organization• Carefully curated high-quality client events

Apr 2009 - Jun 2021

Client Service Officer - Private Banking

Citi

Denver, Colorado

• Serviced jumbo custom mortgage lending portfolio• High-end client event coordinator• Investment management servicing• Credit portfolio management, cash management

May 2003 - Apr 2009
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 117 employees →

NM Nicole Magera Nicole Magera Colleague at CressetFrankfort, Kentucky, United States View → AN Anne Novak Anne Novak Colleague at CressetHopkins, Minnesota, United States View → SK Sari Kvasnik Sari Kvasnik Colleague at CressetUnited States View → LH Lance Hruby Lance Hruby Colleague at CressetGreater Chicago Area, United States View → JB Jake Bond, Cfp® Jake Bond, Cfp® Colleague at CressetKirkland, Washington, United States View → LW Lauren Watson, Cpa, Cfp®, Cpwa® Lauren Watson, Cpa, Cfp®, Cpwa® Colleague at CressetReston, Virginia, United States View → NS Nathan Stoker, Cfp®, Csric™ Nathan Stoker, Cfp®, Csric™ Colleague at CressetSanta Monica, California, United States View → KM Kristen Metcalf Kristen Metcalf Colleague at CressetPort St Lucie, Florida, United States View → CB Colton Barron Colton Barron Colleague at CressetAtlanta Metropolitan Area, United States View → RR Robert Rizza Robert Rizza Colleague at CressetWinfield, Illinois, United States View →
1 education record

Jennifer (Jen) Plourd education

FAQ

Frequently asked questions about Jennifer (Jen) Plourd

Quick answers generated from the profile data available on this page.

What company does Jennifer (Jen) Plourd work for?

Jennifer (Jen) Plourd works for Cresset.

What is Jennifer (Jen) Plourd's role at Cresset?

Jennifer (Jen) Plourd is listed as Director, Private Wealth Client Services at Cresset.

What is Jennifer (Jen) Plourd's email address?

AeroLeads has found 1 work email signal at @ml.com for Jennifer (Jen) Plourd at Cresset.

Where is Jennifer (Jen) Plourd based?

Jennifer (Jen) Plourd is based in Denver, Colorado, United States while working with Cresset.

What companies has Jennifer (Jen) Plourd worked for?

Jennifer (Jen) Plourd has worked for Cresset, Bank Of America, Merrill Lynch, and Citi.

Who are Jennifer (Jen) Plourd's colleagues at Cresset?

Jennifer (Jen) Plourd's colleagues at Cresset include Nicole Magera, Anne Novak, Sari Kvasnik, Lance Hruby, and Jake Bond, Cfp®.

How can I contact Jennifer (Jen) Plourd?

You can use AeroLeads to view verified contact signals for Jennifer (Jen) Plourd at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Jennifer (Jen) Plourd attend?

Jennifer (Jen) Plourd holds Finance, Entrepreneurship from University Of Colorado.

What skills is Jennifer (Jen) Plourd known for?

Jennifer (Jen) Plourd is listed with skills including Project Management, Mortgage Servicing, Securities Lending, Strategic Planning, Wealth Management, Microsoft Office, Microsoft Excel, and Microsoft Powerpoint.

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