Rick Tapp Email & Phone Number
Business Development Director @ Partner Colorado Credit Union
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Rick Tapp Location
- Denver, CO, US
Rick Tapp Work
- Business Development Director @ (June 2024 - Present)
- Regional Banking Manager @ (January 2022 - June 2024)
- Partner @ Tapp Consulting LLC (July 2014 - June 2024)
- Regional Manager @ (August 2015 - January 2018)
- Vice President - Business and Private Banking @ (May 2013 - July 2014)
- Senior Advisory Operations Director @ 1st Global Advisors
- Assistant Vice President - Private Banking @ (July 2008 - May 2013)
- Senior Advisory Operations Director @ 1st Global Advisors (January 2000 - January 2008)
Rick Tapp Education
- East Texas A&M University
Bachelor of Science - BS (Economics)
Rick Tapp Skills
- Program Development
- Program Management
- Relationship Development
- Board of Directors
- Leadership
- Team Building
- Management
- Portfolio Management
- Wealth Management
- Strategic Planning
- Banking
- Private Banking
- Finance
- Securities
- Mutual Funds
- Commercial Lending
- Commercial Banking
- Financial Services
- Marketing
- Strategic Financial Planning
- Loans
- Risk Management
- Credit
- Insurance
- Asset Management
- Retirement Planning
- Financial Planning
- Social Media
- Marketing Strategy
- Financial Analysis
- Credit Analysis
- Series 63
- Asset Managment
- Investment Advisory
- Fixed Income
- Equities
- Asset Allocation
- Trading
- Investment Management
- Retirement
- Hedge Funds
- Alternative Investments
- Estate Planning
- Options
- FINRA
- Wealth Management Services
- Uniform Combined State Law
Rick Tapp Summary
- Rick Tapp, based in Denver, CO, US, is currently a Business Development Director at Partner Colorado Credit Union. Rick Tapp brings experience from previous roles at Wells Fargo, Tapp Consulting LLC, Central States Health and Life Co of Omaha and Green Bank. Rick Tapp holds a Bachelor of Science - BS in Economics @ East Texas A&M University. With a robust skill set that includes Program Development, Program Management, Relationship Development, Board of Directors, Leadership and more. Rick Tapp has 3 emails and 2 mobile phone numbers on RocketReach.
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