Joshua Clupny

Investment Operations Analyst, Trading at Blue Trust

Joshua Clupny is an experienced professional currently serving as an Investment Operations Analyst, Trading at Ronald Blue Trust since June 2023. With a career spanning various roles, Joshua has been a Career Direct Consultant at Crown Financial Ministries since September 2015 and previously worked as an HR Specialist at Summit Ministries from December 2014 to December 2022. Joshua also has campaign management experience, having served as Campaign Manager for Pat McIntire for State Senate from October 2017 to December 2018, and held financial administrative roles at Calvary Rio Rancho and Calvary Chapel of Rio Rancho. Earlier experience includes working as a Constituent Services Representative in the Office of the Governor - Susana Martinez. Joshua's educational background includes a Master of Business Administration from New Mexico Highlands University, a Bachelor of Criminal Justice from New Mexico State University, and an Associate of Applied Science in Criminal Justice from Central New Mexico Community College.

Location

Alpharetta, United States

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Blue Trust

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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/


Employees

201-500

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