Steven Plummer Email & Phone Number

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 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.

Nashville, Tn, Us

Nashville, Tn, Us

Nashville, Tn, Us

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 innovators, allow us to provide insights and transformative services to help strengthen every dimension of your business.

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.

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 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.

Holland, Ohio, Us

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 investment objectives for clients.

Monroe, Michigan, Us

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.

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.

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

Bachelors, Finance, Accounting Minor