Trevor Rupe, CFA

Experience

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  Fidelity Investments

  Jul 2011 - Nov 2015

  Financial Representative

  -Assisted retail clients with choosing investments and account types to meet their investment/retirement goals-Developed a proficient knowledge of securities trading industry along with retirement account rules and regulations-Placed customer orders for various security types including mutual funds, ETFs, equities, fixed income and options -Partnered with Social Media Directors to develop and post responses to client comments on Fidelity's social media pages

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  Parkway Advisors L.P.

  Mar 2016 - now

  Chief Investment Officer

  -Insurance company focused investment advisor-Responsible for the oversight of all client portfolios-Lead and develop investment team-Perform/review buy/sell decisions for client portfolios based on specific needs and objectives-Focus on risk reduction strategies such as Asset Liability Matching-Maintain proper diversification based on a percentage of surplus and investment policy compliance-Versed in the effects of securities transactions on statutory financials-Strategically improve net investment income through swaps and in-depth analysis on purchases to maintain or improve book yield-Update clients on account performance through board presentations and quarterly reviews Show less