Steven Plummer

About Steven Plummer

As a seasoned results-oriented professional with a background in financial services…

Experience

1. Partner, Chief Compliance Officer & Operations Manager

   Equitable Trust

   Mar 2023 — Present

   Equitable Trust is a distinguished independent trust company that is fully owned by its employees. With over $4.5 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.

Education

• The University of Toledo

  Bachelors, Finance, Accounting Minor

• University of Notre Dame - Mendoza College of Business

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

Skills

• Investments
• Equity Research
• Financial Analysis
• Strategic Financial Planning
• Derivatives
• Economics
• Design Thinking
• Strategy
• Team Building
• Cloud Computing
• Strategic Planning
• Change Management
• Project Management
• IT Management
• Powerpoint
• IT Strategy
• Due Diligence
• Asset Allocation
• Risk Management
• Microsoft Excel
• Leadership
• Finance
• Financial Planning
• Mutual Funds
• Vendor Management
• Corporate Finance
• Credit Analysis
• Bloomberg
• Financial Modeling
• Investment Strategies
• Trading
• Financial Markets
• Bloomberg Terminal
• Financial Reporting
• Equities
• Credit
• Screening
• Valuation
• Research
• Product Management