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Joshua Plump
Primary Strategies - Surveyor Capital at Citadel
Professional Background
Joshua Plump is a seasoned finance professional with a robust background in economics resulting from his academic studies at Bucknell University, where he earned a Bachelor of Arts in Economics. His career has spanned various prestigious financial institutions, where he has honed his expertise in equity capital markets and investment strategies.
Starting at the beginning of his career, Joshua gained foundational experience during his time as a Summer Analyst at Citi, where he developed crucial skills in financial analysis and investment strategy. Following this position, he joined Bank of America Merrill Lynch, where he held multiple roles over several years, contributing significantly to the firm's Equity Capital Markets. He advanced from an Analyst to an Associate, ultimately serving as a Vice President. In these roles, he played a vital part in orchestrating complex transactions and providing clients with strategic guidance in navigating the equity markets.
Joshua's strategic acumen was further showcased during his tenure as Director at Bank of America, where he demonstrated his ability to lead teams and projects with precision and insight. His commitment to driving results and aligning investment strategies with client outcomes positioned him as a valuable asset in the financial sector.
Currently, he serves at Surveyor Capital—an investment advisor business within Citadel—where he continues to apply his deep understanding of markets and investments to deliver exceptional results for clients. His ability to innovate and adapt in a fast-paced environment exemplifies his dedication to excellence in the financial industry.
Education and Achievements
Joshua Plump's academic journey at Bucknell University laid the groundwork for his impressive career in finance. The Bachelor of Arts in Economics equipped him with a comprehensive understanding of economic theories and principles, which he has effectively applied throughout his professional life. His education emphasized critical thinking and analytical skills, enabling him to assess market conditions and devise informed investment strategies.
Throughout his career, Joshua has achieved several significant milestones. His progression at Bank of America Merrill Lynch showcases not only his commitment to professional growth but also his exceptional performance in various challenging roles. This experience has cultivated a deep understanding of equity capital markets, further enhancing his capability to navigate the complexities of financial transactions.
Notable Achievements
- Director at Bank of America: Successfully led a dedicated team in executing strategic projects and capital raises, demonstrating expertise in managing relationships with corporate clients.
- Vice President at Bank of America: Oversaw the execution of high-stakes transactions, enhancing the firm's reputation and client satisfaction in equity capital markets.
- Equity Capital Markets Associate and Analyst at Bank of America Merrill Lynch: Contributed to numerous successful projects, building a strong foundation in financial analysis and market assessment.
In addition to his professional roles, Joshua has acquired a wealth of experience through various internships, including a Brokerage Intern position at Savills North America, where he gained early insights into investment brokerage and client service. This broad exposure to the finance and investment landscape has shaped his career trajectory, providing him with a versatile skill set tailored to meet the diverse needs of clients across the financial sector.