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David Poulin's
email & phone

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Current Position:

Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® at RBC Wealth Management

Experience:

29 years

Location:

Greater Boston, United States

How to contact David Poulin

Last updated:2025-05-12
emaild*********n@rbcwealthmanagement.com
phone+1-***-***-7767
LinkedIn
Instagram

Analytics

According to LinkedIn David Poulin started working on 1996, then the employee has changed 8 companies and 8 jobs. On average, David Poulin works for one company for 6 years 5 months. David Poulin has been working as a Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® for RBC Wealth Management for 2891 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® at RBC Wealth Management

Nov 2017 - Current

Board Member - Boston at XPX - Exit Planning Exchange

Jun 2014 - Current

President's Council at Plymouth State University

Jun 2013 - Current

Member Board of Trustees at Foxcroft Academy

Dec 2023 - Current

Board of Overseers at Boch Center

Oct 2018 - Mar 2021

Financial Advisor I Senior Vice President I CIMA® CPWA® at Morgan Stanley

Mar 2008 - Oct 2017

Managing Director | CIMA® at The Savoir Club - Executive Knowledge Sharing

Jul 2002 - Mar 2008

Managing Director at Robertson Stephens

Feb 2000 - Jul 2002

Senior Vice President at Hambrecht & Quist

Feb 1996 - Feb 2000

Education

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

Current Company Information RBC Wealth Management

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...

Frequently Asked Questions

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 months

What 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 Smart
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David Poulin Namesakes

Name
Company
Position
D
FGC-CPA Inc.
Associé
D
Perla del mare
Cuisinier
D
Investment Director : Team Montreal, Southern and Western Quebec
D
Chief Marketing Officer
D
Analysis and Reporting Specialist
D
FIRST BRANCH AMBULANCE
Emergency Medical Technician
D
Pro Premier Manager

Other employees at RBC Wealth Management

Name
Company
Position
T
RBC US Wealth Management Collection Curator
D
Senior Vice President - Financial Advisor
W
Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus
A
Wealth Planning Associate
P
Senior Registered Client Associate
J
Senior Compliance Officer
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