M. David Kuipers18933 Explorer TrailEden Prairie, Minnesota(952) 426-2913 CellProfile:Wealth Management industry executive with over 30 years of executive and senior management experience. CEO & President of Associated Investment Services, a dually registered broker dealer and registered investment advisor of Associated Bank. President of the Broker Dealer, Registered Investment Advisor and Insurance Company.Recognized within the industry as a successful, experienced, tenured Bank Investment and Insurance Program leader. Broad based Wealth Management leadership experience including line of business and regional management roles in Private Banking, Personal Trust and Advisory Services. Demonstrated success in Consumer Banking / Mass Affluent Sales Management leading to senior leadership roles. Strong technical knowledge obtained through hands on experience in a broad base of Wealth Management disciplines.Corporate executive leadership experience in strategic planning, market expansion and line of business management / restructure. Key Leadership Team member, Regional Leadership Team member, Leading Leaders graduate and Private Wealth divisional lead for strategic planning, IT roadmap and prioritization and digital strategy. Education and Licenses:M.B.A Financial Services, University of St. Thomas, St. Paul, MN B.A. Business Administration, University of St. ThomasLife and Health Insurance LicensesCTFA, Certified Trust Financial Advisor (lapsed)Securities Licenses: Series 6, 7, 63, 53, 65 and 24Specialties: Wealth Management ExecutiveBank Investment and Insurance ExecutivePrivate Client ServicesPrivate WealthBroker Dealer ExecutivePrivate Banking ExecutiveInvestment ManagementPersonal TrustBrokerage Investment Sales Management
Listed skills include Private Wealth Management, Sales Management, Bank Management, Private Banking, and 18 others.