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Steven Plummer Email & Phone Number

Operations | Technology | Salesforce | Innovation at Equitable Trust
Location: Greater Tampa Bay Area, United States, United States 12 work roles 2 schools
1 work email found @equitableco.com 4 phones found area 419 and 732 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@equitableco.com
Direct phone (419) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Operations | Technology | Salesforce | Innovation
Location
Greater Tampa Bay Area, United States, United States

Who is Steven Plummer? Overview

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Quick answer

Steven Plummer is listed as Operations | Technology | Salesforce | Innovation at Equitable Trust, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at equitableco.com, phone signal with area code 419, 732, and a matched LinkedIn profile for Steven Plummer.

Steven Plummer previously worked as Partner, Chief Innovation Officer at Equitable Trust and Partner, Chief Compliance Officer & Operations Manager at Equitable Trust. Steven Plummer holds Master Of Business Administration (M.B.A.) from University Of Notre Dame - Mendoza College Of Business.

Company email context

Email format at Equitable Trust

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{first_initial}{last}@equitableco.com
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AeroLeads found 1 current-domain work email signal for Steven Plummer. Compare company email patterns before reaching out.

Profile bio

About Steven Plummer

As a seasoned results-oriented professional with a background in financial services, technology, Salesforce, and project management, I bring a unique perspective to my work. My results-oriented approach is anchored in relentless curiosity with a bias towards action and a customer-focused mindset, which enables me to deliver comprehensive solutions that drive positive results for both customers and businesses.Throughout my career, I have honed my skills in project management, leveraging industry best practices to deliver complex initiatives on time and within budget. With a deep understanding of technology and its impact on business operations, I am able to identify opportunities for improvement and implement solutions that drive efficiency and profitability.At the heart of everything I do is a commitment to collaboration. I believe that the best outcomes are achieved when cross-functional teams work together towards a common goal. By bringing together stakeholders with diverse perspectives and skill sets, I am able to develop and implement solutions that truly impact customer experience and drive business results.

Listed skills include Portfolio Management, Investments, Finance, Financial Analysis, and 47 others.

Current workplace

Steven Plummer's current company

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Equitable Trust
Equitable Trust
Operations | Technology | Salesforce | Innovation
AeroLeads page
12 roles

Steven Plummer work experience

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

Partner, Chief Innovation Officer

Current

Nashville, TN, US

Equitable Trust is a distinguished independent trust company that is fully owned by its employees. With over $5.5 billion in assets under management, we provide exceptional investment advisory and trust services to families and institutions. Our unwavering commitment to a client-centric culture ensures that we deliver personalized service and effective.

Dec 2023 - Present

Partner, Chief Compliance Officer & Operations Manager

Nashville, TN, US

Mar 2023 - Dec 2023

Chief Compliance Officer & Operations Manager

Nashville, TN, US

Aug 2022 - Mar 2023

Salesforce Fsc Consultant

Chicago, Illinois, US

Sikich LLP is a leading professional services firm specializing in accounting, advisory and technology services. Sikich offers a formula of professional services uniquely crafted to address your business’s challenges and opportunities. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry.

Feb 2020 - Aug 2020

Director, Wealth Management Products

Edison, NJ, US

Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting requirements of Hedge Funds & other securities partnerships. Fi-Tek also renders a complete gamut of Operations Outsourcing services leveraging its cutting-edge technology platforms.

Dec 2017 - Nov 2019

Principal, Director Of Operations & Information Technology

Holland, Ohio, US

At Trust Company Family Offices, we measure success the same way you do – by the numbers and by quality of life. We are a highly regulated, but locally controlled, trust company and multi-family office serving families, businesses and nonprofit organizations. As financial planners and investment advisors, we actively manage investment portfolios and.

Nov 2013 - Dec 2017

Avp Portfolio Manager

Monroe, Michigan, US

The MBT Wealth Management Group provides a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement.Guided the asset allocation strategy, provided research and analytical support, and maintained buy/hold/sell recommendations. Prudently managed portfolios and monitored.

Jan 2010 - Jun 2011

Underwriter

Cleveland, Ohio, US

Sharpened my writing and analysis skills by producing reports which provided clear and concise arguments for why the proposed transaction was a good deal for the bank and to address the credit issues, sales opportunities, and the general relationship strategy for the middle market.

May 2008 - Dec 2008

Project Manager

Washington, DC, US

Rapidly progressed up the ranks to project manager. Learned how to successfully manage multiple multi-million-dollar projects to completion, on-time, and within budget. Developed exceptional client service, technology, team building, leadership, and negotiation skills.

Jun 1999 - Nov 2005
2 education records

Steven Plummer education

Master Of Business Administration (M.B.A.)

University Of Notre Dame - Mendoza College Of Business

Bachelors, Finance, Accounting Minor

The University Of Toledo
FAQ

Frequently asked questions about Steven Plummer

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

What company does Steven Plummer work for?

Steven Plummer works for Equitable Trust.

What is Steven Plummer's role at Equitable Trust?

Steven Plummer is listed as Operations | Technology | Salesforce | Innovation at Equitable Trust.

What is Steven Plummer's email address?

AeroLeads has found 1 work email signal at @equitableco.com for Steven Plummer at Equitable Trust.

What is Steven Plummer's phone number?

AeroLeads has found 4 phone signal(s) with area code 419, 732 for Steven Plummer at Equitable Trust.

Where is Steven Plummer based?

Steven Plummer is based in Greater Tampa Bay Area, United States, United States while working with Equitable Trust.

What companies has Steven Plummer worked for?

Steven Plummer has worked for Equitable Trust, Sikich, Fi-Tek, Trust Company Family Offices, and Monroe Bank & Trust - Wealth Management Group.

How can I contact Steven Plummer?

You can use AeroLeads to view verified contact signals for Steven Plummer at Equitable Trust, including work email, phone, and LinkedIn data when available.

What schools did Steven Plummer attend?

Steven Plummer holds Master Of Business Administration (M.B.A.) from University Of Notre Dame - Mendoza College Of Business.

What skills is Steven Plummer known for?

Steven Plummer is listed with skills including Portfolio Management, Investments, Finance, Financial Analysis, Financial Modeling, Management, Asset Allocation, and Analysis.

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