Carl Rupp

Background

About Carl Rupp

Strong project management, financial, and managerial experience with a broad range of accomplishments and responsibilities. Managed anti-fraud/cyber security effort, jumbo client onboarding, products, projects, teams, and key client, partner, and vendor relationships. Led key parts of CIGNA Retirement Services, Union Bank of California Retirement Services and Mullin-TBG non-qualified record keeping acquisition, integration, and post-integration planning and execution. Involved in M&A due diligence efforts. Superior analytical, compliance, data management, expense, financial, organizational, and problem solving skills, with strength in turnarounds and steep learning curves challenges.AccomplishmentsProject/Managerial-Project managed multi-year anti-fraud and cyber security efforts-Managed key parts of merger & acquisition, integration, and post-integration efforts-Won Prudential Champion Award, Project Manager of Year-Customer Focus Award and Premier Award for project management in high exposure, tight deadline compliance and key client projects-Project managed business unit reorganization and new processes development efforts-Improved service for new clients by creating processes that improved communication and coordination-Achieved 200%+ improvement in service results through improved product development and new business installation, while rebuilding an inexperienced unit with low quality output-Doubled unit productivity while staying under budget in personnel and printing expenses.Product Management/Financial/Analytical- Redesigned product segment to add 25% points to cashflow- Restored to profit product lines and blocks of business with -12.5% ROI and -25% ROI- Added in annual revenues through vendor management involving 30+ vendors- Doubled cost effectiveness of mass marketing efforts- Won Customer Focus Award and Leader at Every Level Award for customer satisfaction improvement- Earned Efficient Frontier Award for operational analysis, action planning, and reporting- Awarded Associate of the Month for “benchmark prototype" analysis restoring key client profitability- Resolved complex financial reporting issues, while preserving relationships with government regulators.