Timothy Plungis Email & Phone Number
@washtrust.com
3 phones found area 860 and 617
LinkedIn matched
Who is Timothy Plungis? Overview
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Timothy Plungis is listed as Product Manager - Finicity | Investments | Open Banking | Fintech | Wealth Management | Crypto | Open Finance | Mastercard at Finicity, a Mastercard Company, a with 201 employees, based in Greater Hartford, 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.
Email format at Finicity, a Mastercard Company
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AeroLeads found 1 current-domain work email signal for Timothy Plungis. Compare company email patterns before reaching out.
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.
Timothy Plungis's current company
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Timothy Plungis work experience
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Wealth Management Project Manager | Financial Planning | Business Support | Process Improvement
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 $7.4B - Avg. client $2.3MMProjects I led:• 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)
Financial Advisor | Business Development | Relationship Manager | Client Experience
Assistant Financial Planner | Investment Operations Associate
Investment Advisor | Operations Associate | Client Experience
Financial Consultant
Investment Consultant
Assistant Vice President - Financial Solutions Advisor
Investment Solutions Representative
Sales Professional
Computer System Analyst
Candidate
Colleagues at Finicity, a Mastercard Company
Other employees you can reach at finicity.com. View company contacts for 201 employees →
Praveen Devaraju
Colleague at Finicity, A Mastercard CompanySalt Lake City Metropolitan Area, United States
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Alex Webb
Colleague at Finicity, A Mastercard CompanyHerriman, Utah, United States
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MS
Mukul Saxena
Colleague at Finicity, A Mastercard CompanyThane, Maharashtra, India
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CB
Carolyn Barrera
Colleague at Finicity, A Mastercard CompanyUnited States
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JB
Jay Brett Mccleary
Colleague at Finicity, A Mastercard CompanySalt Lake City, Utah, United States
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SB
Satish Babar
Colleague at Finicity, A Mastercard CompanyPune, Maharashtra, India
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SS
Susan Szesny
Colleague at Finicity, A Mastercard CompanySandy, Utah, United States
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AA
Ankit A.
Colleague at Finicity, A Mastercard CompanyMumbai, Maharashtra, India
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SK
Sufiyan Khan
Colleague at Finicity, A Mastercard CompanyMumbai, Maharashtra, India
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JP
Juan Possie
Colleague at Finicity, A Mastercard CompanySalt Lake City Metropolitan Area, United States
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Timothy Plungis education
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University Of Connecticut
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 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 Praveen Devaraju, Alex Webb, Mukul Saxena, Carolyn Barrera, and Jay Brett Mccleary.
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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