David Topper Email & Phone Number
Financial Advisor and Vice President @ Financial Services Company
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David Topper Location
- Vancouver, WA, US
David Topper Work
- 2020 -now Financial Advisor and Vice President @
- 2015 -2020 Financial Advisor @
- 2012 -2013 Consumer Loan Underwriter II @
- 2008 -2012 Financial Advisor @
- 2004 -2008 Account Executive @
David Topper Education
- The American College of Financial Services 2017-2018
- Clark College
Supervisory Management Certificate
2012-2015 - Northwest University Sacramento (formerly Capital Bible College)
Ministerial Arts
1981-1983
David Topper Skills
- Series 63
- Banking
- Fixed Annuities
- Bonds
- Insurance
- Retirement Planning
- Valuation
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Mortgage Lending
- Relief
- Finance
- Order Taking
- Investment Advisory
- Telesales General
- Strategy
- Wealth Management
- Mutual Funds
- Underwriting
- Business Planning
- Strategic Financial Planning
- Bible
- Investment Strategies
- Wealth Accumulation
- Credit
- Small Business
- Management
- Credit Analysis
- Client Care
- Capital
- Retirement
- Loans
- Full Outsourced Call Centre Seat
- Series 7
- Residential Mortgages
David Topper Summary
- David Topper, based in Vancouver, WA, US, is currently a Financial Advisor and Vice President at Ameriprise Financial Services, LLC.. David Topper brings experience from previous roles at Northwest Financial & Tax Solutions, Inc., Wells Fargo, Edward Jones and Macquarie Group. David Topper holds a 2017 - 2018 The American College of Financial Services. With a robust skill set that includes Series 63, Banking, Fixed Annuities, Bonds, Insurance and more. David Topper has 1 emails and 1 mobile phone numbers on RocketReach.
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