David Poulin

David Poulin, CIMA® CPWA®, is an accomplished financial professional with extensive experience in wealth management and investment advisory services. Currently serving as Senior Vice President and Financial Advisor at RBC Wealth Management since November 2017, David specializes as a Senior Portfolio Manager with a focus on CIMA® and CPWA® designations. In addition to this role, David actively contributes to various organizations, including serving as a Board Member for the Exit Planning Exchange and as a member of the Board of Trustees for Foxcroft Academy. Educational credentials include a Bachelor of Science in Education from Plymouth State University and completion of the CIMA® program at the University of California, Berkeley's Haas School of Business. David's previous experience spans multiple prominent financial institutions, including Morgan Stanley and Bear Stearns & Co.