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Timothy Plungis Email & Phone Number

Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard at Finicity, a Mastercard Company
Location: Greater Hartford, United States, United States 12 work roles 1 school
1 work email found @washtrust.com 3 phones found area 860 and 617 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@washtrust.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard
Location
Greater Hartford, United States, United States
Company size

Who is Timothy Plungis? Overview

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Quick answer

Timothy Plungis is listed as Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard at Finicity, a Mastercard Company, a company with 201 employees, based in Greater Hartford, United States, United States. AeroLeads shows a work email signal at washtrust.com, phone signal with area code 860, 617, and a matched LinkedIn profile for Timothy Plungis.

Timothy Plungis previously worked as Product Manager at Finicity, A Mastercard Company and Wealth Management Project Manager | Financial Planning | Business Support | Process Improvement at The Washington Trust Company. Timothy Plungis holds Ba, American Studies from University Of Connecticut.

Company email context

Email format at Finicity, a Mastercard Company

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*@washtrust.com
68% confidence

AeroLeads found 1 current-domain work email signal for Timothy Plungis. Compare company email patterns before reaching out.

Profile bio

About Timothy Plungis

Financial Advisor turned Wealth Management Product Manager with 10 years’ experience (Fidelity, Merrill, RIAs, Ameriprise, Washington Trust Company) assessing, analyzing, and leading cross-functional teams and projects that drive business strategy, operational quality, scalability, and efficiency, while enthusiastically delivering a seamless and consistent client experience to 100’s of clients and B2B organizations. Financial Planning Product Manager | Fintech | Wealth Management Project Manager | Client Experience

Listed skills include Financial Services.

Current workplace

Timothy Plungis's current company

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Finicity, a Mastercard Company
Finicity, A Mastercard Company
Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard
Salt Lake City, Utah
Website
Employees
201
AeroLeads page
12 roles

Timothy Plungis work experience

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

Wealth Management Project Manager | Financial Planning | Business Support | Process Improvement

Westerly, RI, US

  • The Wealth Management Business Support Team provided comprehensive project management, operational support, and expertise for all initiatives for WMRI, Weston Financial, and Halsey Associates. 40% AUA growth - $5.3B to.
  • 2020 Financial Planning Initiative (created financial planning framework, developed eMoney templates, produced training videos/resources, tracked adoption)
  • Securities Based Lending Projects (automated data feeds, margin lending rate errors, misclassified securities)
  • Halsey Composite Project (Set up in Tamarac, Transitioned 20 years of data into Tamarac, error-free)
Oct 2019 - May 2021

Assistant Financial Planner | Investment Operations Associate

Lighthouse Financial Management
Jul 2018 - Nov 2018

Investment Advisor | Operations Associate | Client Experience

Westbrook, Connecticut, US

Feb 2017 - Jun 2018

Assistant Vice President - Financial Solutions Advisor

Oct 2013 - Jun 2014

Sales Professional

New York, New York, US

Jul 2011 - Jan 2012

Candidate

Tim Plungis For Connecticut
Nov 2009 - Nov 2010
Team & coworkers

Colleagues at Finicity, a Mastercard Company

Other employees you can reach at finicity.com. View company contacts for 201 employees →

1 education record

Timothy Plungis education

  • University Of Connecticut
    University Of Connecticut
    American Studies
FAQ

Frequently asked questions about Timothy Plungis

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

What company does Timothy Plungis work for?

Timothy Plungis works for Finicity, a Mastercard Company.

What is Timothy Plungis's role at Finicity, a Mastercard Company?

Timothy Plungis is listed as Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard at Finicity, a Mastercard Company.

What is Timothy Plungis's email address?

AeroLeads has found 1 work email signal at @washtrust.com for Timothy Plungis at Finicity, a Mastercard Company.

What is Timothy Plungis's phone number?

AeroLeads has found 3 phone signal(s) with area code 860, 617 for Timothy Plungis at Finicity, a Mastercard Company.

Where is Timothy Plungis based?

Timothy Plungis is based in Greater Hartford, United States, United States while working with Finicity, a Mastercard Company.

What companies has Timothy Plungis worked for?

Timothy Plungis has worked for Finicity, A Mastercard Company, The Washington Trust Company, Ameriprise Financial Services, Inc., Lighthouse Financial Management, and Scranton Financial Group.

Who are Timothy Plungis's colleagues at Finicity, a Mastercard Company?

Timothy Plungis's colleagues at Finicity, a Mastercard Company include Teja ., Natwar Varma, Jonathan Bailey, Madhura Khedekar, and Nikhil Pawar.

How can I contact Timothy Plungis?

You can use AeroLeads to view verified contact signals for Timothy Plungis at Finicity, a Mastercard Company, including work email, phone, and LinkedIn data when available.

What schools did Timothy Plungis attend?

Timothy Plungis holds Ba, American Studies from University Of Connecticut.

What skills is Timothy Plungis known for?

Timothy Plungis is listed with skills including Financial Services.

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