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 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

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

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

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

Activities and Societies: Taylor University Baseball Team

Education record