David Rupp Email & Phone Number

My primary role is to provide investment consultations focused on retirement planning, investment guidance and business partner connections.

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.

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.

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.

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.

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.

Bachelor Of Science (B.S.), Finance, General

Activities and Societies: Taylor University Baseball Team

Education record