David Rubis Email & Phone Number
Senior Managing Director, Private Client Group @ Clearstead
5 free lookup(s).
David Rubis Location
- Strongsville, OH, US
David Rubis Work
- 2021 -now Senior Managing Director, Private Client Group @
- 2021 -2021 Director Of Client Development and Advisor @
- 2017 -2021 Wealth Advisor @
- 2017 -2021 Wealth Advisor @
- 2014 -2017 Senior Client Advisor, Principal @
- 2011 -2014 Vice President - Global Family and Private Investment Office Group @
- 2010 -2011 AVP - Elmhurst Cluster Bank Manager @
- 2008 -2009 Retail Manager and AVP @ Belmont Bank & Trust
- 2004 -2008 AVP - Branch Manager @
David Rubis Education
- North Central College
Master's of Business Administration (Management)
2008-2010 - Miami University
Bachelors (Richard T. Farmer School of Business, Finance and Decision Sciences)
2000-2004 - Midpark High School
High School Diploma (College Prep)
1996-2000
David Rubis Skills
- Portfolio Management
- Investments
- Financial Services
- Client Relationship Building
- Business Development
- CRM
- Series 65
- Banking
- Leadership
- Sales Management
- Credit
- Sales Process
- Loans
- Sales
- Training
- Change Management
- Operational Excellence
- Finance
- Management
- Marketing
- Underwriting
- Small Business Lending
- Coaching
- Program Management
- Commercial Banking
- Commercial Lending
- Community Development
- Financial Analysis
- Small Business
- Retail Banking
- Customer Acquisition
- Client Acquisition
- Sales Coach
- Training & Development
- Community Relations
- Development
- Fiduciary
- Training and Development
- Tax
- Advisory
- Investment Advisory
- Training &Amp
- Services
- Investment Management
David Rubis Summary
- David Rubis, based in Strongsville, OH, US, is currently a Senior Managing Director, Private Client Group at Clearstead. David Rubis brings experience from previous roles at Fairport Wealth, Luma Wealth Advisors and Cerity Partners. David Rubis holds a 2008 - 2010 Master's of Business Administration in Management @ North Central College. With a robust skill set that includes Portfolio Management, Investments, Financial Services, Client Relationship Building, Business Development and more. David Rubis has 3 emails and 2 mobile phone numbers on RocketReach.
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