Steven Plummer Email and Phone Number
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Steven Plummer personal email
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Steven Plummer phone numbers
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.
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Partner, Chief Innovation OfficerEquitable Trust Dec 2023 - PresentNashville, Tn, UsEquitable 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 problem-solving through active listening and collaboration. At Equitable Trust, our clients have direct access to the trust and investment officers who are not only experts in their fields but also the owners and decision-makers of our company. We take pride in being a trusted partner to our clients and are dedicated to providing them with the highest level of care and attention.
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Partner, Chief Compliance Officer & Operations ManagerEquitable Trust Mar 2023 - Dec 2023Nashville, Tn, Us
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Chief Compliance Officer & Operations ManagerEquitable Trust Aug 2022 - Mar 2023Nashville, Tn, Us
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Operations ManagerEquitable Trust Aug 2020 - Aug 2022Nashville, Tn, Us
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Salesforce Fsc ConsultantSikich Feb 2020 - Aug 2020Chicago, Illinois, UsSikich 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 innovators, allow us to provide insights and transformative services to help strengthen every dimension of your business. -
Director, Wealth Management ProductsFi-Tek Dec 2017 - Nov 2019Edison, Nj, UsFi-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. -
Principal, Director Of Operations & Information TechnologyTrust Company Family Offices Nov 2013 - Dec 2017Holland, Ohio, UsAt 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 combine the unbiased discretion and fiduciary responsibility of a corporate trustee with our FAMILY OFFICE MINDSET (FOM)℠ personalized services. This unique approach is integral to our client interactions and informs every aspect of what we do.Passionate about leveraging technology to continuously improve the client experience, process and system efficiency, and productivity to effectively manage the firm’s $2.9 billion in assets under management (AUM). Well versed on the client-first and unique needs of wealthy individuals, families, endowments, foundations, pension and 401k plans, and trusts. -
Portfolio ManagerTrust Company Family Offices Jun 2011 - Nov 2013Holland, Ohio, Us
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Avp Portfolio ManagerMonroe Bank & Trust - Wealth Management Group Jan 2010 - Jun 2011Monroe, Michigan, UsThe 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 investment objectives for clients. -
Investment AnalystMonroe Bank & Trust - Wealth Management Group Jan 2009 - Jan 2010Monroe, Michigan, Us
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UnderwriterKeybank May 2008 - Dec 2008Cleveland , Ohio, UsSharpened 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. -
Project ManagerInternational Brotherhood Of Electrical Workers (Ibew) Jun 1999 - Nov 2005Washington, Dc, UsRapidly 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.
Steven Plummer Skills
Steven Plummer Education Details
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University Of Notre Dame - Mendoza College Of BusinessMaster Of Business Administration (M.B.A.) -
The University Of ToledoAccounting Minor
Frequently Asked Questions about Steven Plummer
What company does Steven Plummer work for?
Steven Plummer works for Equitable Trust
What is Steven Plummer's role at the current company?
Steven Plummer's current role is Operations | Technology | Salesforce | Innovation.
What is Steven Plummer's email address?
Steven Plummer's email address is st****@****even.me
What is Steven Plummer's direct phone number?
Steven Plummer's direct phone number is +141957*****
What schools did Steven Plummer attend?
Steven Plummer attended University Of Notre Dame - Mendoza College Of Business, The University Of Toledo.
What are some of Steven Plummer's interests?
Steven Plummer has interest in Investing, Technology, Economics, Business, Financial Markets.
What skills is Steven Plummer known for?
Steven Plummer has skills like Portfolio Management, Investments, Finance, Financial Analysis, Financial Modeling, Management, Asset Allocation, Analysis, Wealth Management, Risk Management, Bloomberg, Valuation.
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