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MEMBER PROFILE

 

David Poulin

RBC Wealth Management

 

Member profile details

Membership level
Greater Boston Individual
First name
David
Last name
Poulin
Title
Senior Vice President – Financial Advisor - CIMA® CPWA®
Company
RBC Wealth Management
 

XPX ROLE

Sponsorship Type
Summit Sponsor
Leadership Role
President, Officer
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Compensation
  • Corporate finance
  • Employee benefits
  • Employee engagement/ retention
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Human Resources
  • Investments
  • Lending
  • Philanthropy
  • Retirement
  • Risk management
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CIMA® CPWA®
In Business Since
1990
How to contact
617-872-7516
Business Focus
Privately Held Business Owners
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