Current Position:
Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® at RBC Wealth ManagementExperience:
29 yearsLocation:
Greater Boston, United StatesNov 2017 - Current
Jun 2014 - Current
Jun 2013 - Current
Dec 2023 - Current
Oct 2018 - Mar 2021
Mar 2008 - Oct 2017
Jul 2002 - Mar 2008
Feb 2000 - Jul 2002
Feb 1996 - Feb 2000
Bachelor of Science (BS) at Plymouth State University
CIMA® Certified Investment Management Analyst ® Program at University of California, Berkeley, Haas School of Business
College Preparatory at Dexter Regional High School
College Preparatory at Foxcroft Academy
Name: RBC Wealth Management
Speciality: Investment Management, Private Banking, Global Asset Management, Estate and Trust Services, Business Insurance, Business Succession Planning, Credit and Lending, Executive Banking, Eldercare Planning, Family Wealth Planning, Financial Planning, Group Investments, Retirement Planning, Individual Pension Plans, Family Tax Strategies, Company Pension Plans, Commodity Futures and Options
Location: Toronto, Ontario, Canada
Employees: 10000+
Description: We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way...
How long has David Poulin been working as a Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA®?
David Poulin's total experience in various companies as a Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® 7 years 11 months.What is David Poulin's minimum period of employment in the companies?
David Poulin's minimum period of employment in various companies is 2 years 5 months.What is David Poulin's average duration of employment for different companies?
On average, David Poulin works for one company for 4 years 10 monthsWhat industries has David Poulin worked in?
David Poulin works in the Financial Services. Previously, David Poulin worked in the Higher Education, and Primary/Secondary Education, and Entertainment, and Marketing and Advertising.What positions has David Poulin held before?
Previously, David Poulin worked as a Board Member - Boston, and President's Council, and Member Board of Trustees, and Board of Overseers, and Financial Advisor I Senior Vice President I CIMA® CPWA®.How do I contact David Poulin?
David Poulin's email address is d*********n@rbcwealthmanagement.com, phone number is +1-***-***-7767. Sign up to get contact details.Who is the President/CEO/Director of the RBC Wealth Management?
The President/CEO/Director of the RBC Wealth Management is W Joseph SmartFind email for 850M+ professionals