Steven Plummer

I work in wealth management, and I have always been the person in the room most curious about the technology underneath it. I like learning how things work, listening more than I talk, and holding a high bar for anything with my name on it.

Outside of work, family comes first. I try to show up to all of it with energy, intention and gratitude, and to not dream too small.

I lead innovation in wealth management, turning complex, legacy-heavy operations into platforms that are scalable, automated and increasingly AI-enabled. The work sits where business strategy, automation and emerging AI meet.

I favor outcomes over novelty: speed, accuracy, scale and a better client experience. The best transformations happen when a cross-functional team agrees on one clear goal and executes together. Roles and dates live on LinkedIn.