David Poulin
RBC Wealth Management
Boston,
Massachusetts
About
Company name
Business title
Senior Vice President – Financial Advisor - CIMA® CPWA®
Contact
How to contact
617-872-7516
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Compensation
Corporate finance
Employee benefits
Employee engagement/ retention
Equity
Estate planning
Human Resources
Investments
Lending
Philanthropy
Retirement
Risk management
Trusts
Exit/Transition Planning
Business Focus
Privately Held Business Owners
Professional Certification
CIMA® CPWA®
Client Industries
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
Chapter information
Membership
Greater Boston Individual
Member since
Member for 9 years
Chapter Leadership Role
Governance, Officer, Advisory Board
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