Rick Tapp

Partner Colorado Credit Union

Role
Business Development Director at Partner Colorado Credit Union
Location
Denver, CO, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Business Development Director

    Partner Colorado Credit Union

    Jun 2024 — Present · Denver, CO, US

Education

  • Texas A&M University-Commerce

    Bachelor of Science - BS

Skills

  • Finance
  • Financial Planning
  • Relationship Management
  • Social Media
  • Retirement
  • Strategic Financial Planning
  • Customer Service
  • Financial Services
  • Retirement Planning
  • Finra
  • New Business Development
  • Asset Managment
  • Equities
  • Management
  • Team Building
  • Commercial Lending
  • Private Banking
  • Fixed Income
  • Commercial Banking
  • Investment Management
  • Hedge Funds
  • Marketing Strategy
  • Insurance
  • Series 24
  • Alternative Investments
  • Financial Analysis
  • Series 63
  • Marketing
  • Options
  • Credit Analysis
  • Investments
  • Investment Advisory
  • Trading
  • Wealth Management Services
  • Leadership
  • Portfolio Management
  • Loans
  • Financial Advisory
  • Uniform Combined State Law
  • Credit

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