David Rupp

David Rupp Email and Phone Number

Investment Solutions Representative I at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
David Rupp's Location
Denver Metropolitan Area, United States
David Rupp's Contact Details
About David Rupp

My mission is to increase the probabilities that the people I influence will experience more financial fruitfulness, freedom and dreaming. My brand is warm and welcoming, fiercely disciplined, effortlessly competent and easily relatable. I have my series 7,63 and 66 licenses.

David Rupp's Current Company Details
Fidelity Investments

Fidelity Investments

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Investment Solutions Representative I at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
David Rupp Work Experience Details
  • Fidelity Investments
    Investment Solutions Representative I
    Fidelity Investments Sep 2023 - Present
    My primary role is to provide investment consultations focused on retirement planning, investment guidance and business partner connections.
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  • Fidelity Investments
    High Net Worth Service And Trading
    Fidelity Investments Sep 2020 - Sep 2023
    Managed account service and trading, FOREX and international wires, precious metals, various brokerage interactions and more. I've also participated in two awesome career development programs, Amplify and Launch.
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  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Sep 2018 - Sep 2020
    Greenwood Village, Co
    After being in mostly back office style roles my whole career, I cut my teeth in this full time client facing phone role with core clients. I serviced 1,000's of clients while maintaining very efficient calls per hour and survey scores.
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  • Cig Financial Services
    Director Of Finance, Operations And Technology
    Cig Financial Services Aug 2013 - Jun 2018
    Archbold, Oh
    I was given the opportunity to start working at CIG Financial Services after knocking on their doors one day and getting called back in because lead adviser Michael Childs is molding his business model to both accommodate increasing demand from clients and expressing his extraordinary personal vision of providing more holistic financial services. In response, he invested in the industry leading saas technology suite formally named ZyWave, now Advicent Solution. Since 2016, we switched FP softwares to MoneyGuidePro. My primary responsibility started as assisting in the development of financial plans using a blend of financial planning technology (MoneyGuidePro, Advicent NaviPlan and Profiles; AskTRAK; Mac Numbers; Microsoft Excel; Financial Calculators, etc). My primary responsibility shifted to payroll and financial operations functions, while working back and forth with our outside accounting team. Other responsibilities include:Compliance assistantEmployer plan customer serviceDesigning and redesigning operational documents and manuals for increasing functional efficiency and ease of client understanding and comprehension, including our client financial gathering formManaging a Third Party Asset Manager relationship with Retirement Management Systems (RMS)Developing bi-monthly client email communication strategies using Adviser Briefcase and MailChimpExecuting basic client account administration using Albridge, Redtail CRM, LaserApp, NetX, etcScanning and Indexing using Redtail Imaging
  • Jd Norman Industries, Inc.
    Operations Analyst Intern
    Jd Norman Industries, Inc. Jun 2012 - Aug 2012
    Addison, Illinois
    I was given the wonderful opportunity to intern with JD Norman Industries thanks to the common connection CEO Justin Norman and I shared with Taylor University Baseball. I walked away with a wealth of knowledge, thanks primarily to personally experiencing Justin's passionate obsession and appreciation for the production of a tangible product. I also learned to better understand the grit, consistency, precision and resilience needed day-in-and-day-out to successfully operate a manufacturing business in the demanding auto industry environment.Responsibilities:Led display board project Collaborated with plant managers (all 4 locations), quality manager, machine set-up men and operators Designed display board paperwork process Designed and implemented standardized documentsParticipated in potential business acquisition opportunities Reconstructed and reformatted financial information Analyzed research to verify projected revenue flows Visited multiple manufacturing facilities with CEO & CFO
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  • Ubs
    Summer Intern
    Ubs Jun 2011 - Jul 2011
    Lincoln, Nebraska Area
    I was given the opportunity to intern for the Jonathan Buekelman Group thanks to a family connection to Jonathan himself. After the two months I spent there, I walked away with a deeper understanding and appreciation of what an elite financial services business can look like. Responsibilities:Researched, listened to calls, and reported on potential REIT investment opportunityOrganized investment client cost basis informationManaged and reorganized client dataResearched individual stocksReviewed and checked account information and transactions
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David Rupp Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint Research Teamwork English Finance Strategic Planning Management Event Management Customer Service Event Planning Leadership Public Speaking

David Rupp Education Details

Frequently Asked Questions about David Rupp

What company does David Rupp work for?

David Rupp works for Fidelity Investments

What is David Rupp's role at the current company?

David Rupp's current role is Investment Solutions Representative I at Fidelity Investments.

What is David Rupp's email address?

David Rupp's email address is dr****@****ces.com

What schools did David Rupp attend?

David Rupp attended Taylor University, Kent State University.

What skills is David Rupp known for?

David Rupp has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Research, Teamwork, English, Finance, Strategic Planning, Management, Event Management, Customer Service.

Who are David Rupp's colleagues?

David Rupp's colleagues are Mariya Fernandez, Cpa, Garret Warren, Nolan Havran, Maia Beingessner-Chavez, Michael Duchemin, Joseph Sicree, Tabiri Cofie.

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