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UHNW & HNW Bill Pay and Accounting Services | EVP at Plumb Bill Pay
Executive Vice President · Plumb Bill Pay
Anneke Stender — Executive Vice President · Plumb Bill Pay · United States.
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No direct contact on file for Anneke yet.
About
Save time and money, while gaining peace of mind with an array of outsourced accounting services by Plumb. Learn how Plumb goes "beyond the numbers" to help you achieve financial clarity.
➢ I work with high-net-worth individuals and family offices, who want to organize their finances and alleviate their accounting-related stress. Plumb's 7-Step Process streamlines your accounting workflow for Plumb's team of accountants to provide top-tier accounting and bill pay services that ensure our clients are able to focus on their business or enjoy their wealth.
➢ With 20 years of experience in the financial and accounting industry, I oversee Plumb’s Family Office Accounting and Bill Pay division, mainly focusing on the accounting and back office function to support high net worth individuals and family offices. In 2007, I developed the Family Office Accounting division and in 2018 I developed the Bill Pay division at Plumb.
Specialties: ✓ Monthly Financial Statements ✓ Bookkeeping Services ✓ Complex High-Net-Worth Personal Accounting, Financial Reporting and Analysis ✓ Bill Pay Services ✓ Budgeting and Forecasting ✓ Trust Accounting ✓ Non-Profit Accounting
Experience
Executive Vice PresidentCurrent
Plumb Bill Pay · San Diego, California, United States
Sep 2014 – Present
With 20 years of experience in the financial and accounting industry, Anneke leads Plumb's Bill Pay and Family Office Accounting division. Responsibilities Include: ~Client management ~New business development ~Growth strategy and marketing plan execution
Accounting Associate
Nation Smith Hermes Diamond
Jul 2002 – Jan 2003
- Provide accounting support to companies in various industries, including the processing of Accounts Payable, Accounts Receivable, Bank Reconciliation and Payroll - Supervise operations of the Accounting Outsourcing service - Assist in business development and marketing efforts by creating sales presentations and marketing brochures