David Rupert Email
Branch Manager-Mutual Funds @ Desjardins Financial Security Investments Inc.
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David Rupert Location
- Calgary, AB, CA
David Rupert Work
- 2017 -now Branch Manager-Mutual Funds @
- 2005 -2018 All Executive Board Positions @ Bragg Creek Community Association
- 2013 -2016 Business Development and Director of Distribution, Praries @ Desjardins Insurance
- 2012 -2013 VP Business Development @
- 1995 -2003 Senior VP @
- 1979 -1995 Various @ FH Deacon Hodgson, CDS, First Marathon Securities, Spectrum Mutual Funds, Montre
David Rupert Education
- York University
Hon BA (Political Economy)
1984-1989
David Rupert Skills
- Mutual Funds
- Wealth Management
- Securities
- Portfolio Management
- Business Development
- Investments
- Alternative Investments
- Leadership
- Retirement
- Investment Advisory
- Retirement Planning
- Public Speaking
- Strategic Financial Planning
- Financial Advisory
- New Business Development
- Asset Allocation
- Relationship Management
- Fixed Annuities
- Asset Management
- Coaching
- Due Diligence
- Insurance
- Estate Planning
David Rupert Summary
- David Rupert, based in Calgary, AB, CA, is currently a Branch Manager-Mutual Funds at Desjardins Financial Security Investments Inc.. David Rupert brings experience from previous roles at Bragg Creek Community Association, Desjardins Insurance, Portfolio Strategies and CI Investments Inc.. David Rupert holds a 1984 - 1989 Hon BA in Political Economy @ York University. With a robust skill set that includes Mutual Funds, Wealth Management, Securities, Portfolio Management, Business Development and more. David Rupert has 1 emails on RocketReach.
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