See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DP

David Plep

Director, Financial Planning & Analysis at First Tech Federal Credit Union
Intro Book
Seasoned finance professional with expertise in financial analysis, planning, and leadership.
  • Claim this Profile
Location
Hillsboro, Oregon, United States, US
Skills
  • Finance
  • Financial Analysis
  • Forecasting
  • Budgets
  • Financial Modeling
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
David Plep is a seasoned finance professional with 20+ years of experience in financial analysis, planning, and leadership. He holds a Master's Certificate in Banking from the Pacific Coast Banking School and a Bachelor of Science degree from Marquette University. Plep has worked at several prominent companies, including First Tech Federal Credit Union, FirstGroup America, Holiday Retirement, KinderCare Education, Extendicare, and ESCO Corporation.

Experience

  • First Tech Federal Credit Union
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director, Financial Planning & Analysis
      • Nov 2022 - Present

    • Senior Manager, Financial Planning & Analysis
      • Apr 2015 - Present

    • Senior Financial Analyst, Financial Planning & Analysis
      • Jul 2011 - Apr 2015

  • FirstGroup America
    • Vancouver, WA
    • Financial Analyst
      • Jun 2009 - Jul 2011
      • Vancouver, WA

  • Holiday Retirement
    • Financial Analyst (Temporary)
      • Feb 2009 - Jun 2009

  • KinderCare Education
    • Portland, Oregon, United States
    • Senior Real Estate Analyst
      • Jan 2002 - Feb 2009
      • Portland, Oregon, United States

  • Extendicare
    • PC Application Support Specialist
      • Oct 1999 - Oct 2001

  • ESCO Corporation
    • Intern
      • 1996 - 1999

Education

  • 2015 - 2017
    Pacific Coast Banking School
    Master’s Level Certificate - Banking
  • 1995 - 1999
    Marquette University
    Bachelor of Science, Business
  • Jesuit High School Portland

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles