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David Budd, Cfp® Email & Phone Number

Chief Engagement Officer at Maps Credit Union
Location: Portland, Oregon Metropolitan Area, United States 7 work roles 2 schools
1 work email found @umpquabank.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@umpquabank.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Maps Credit Union
Role
Chief Engagement Officer
Location
Portland, Oregon Metropolitan Area, United States
Company size
207 employees

Who is David Budd, Cfp®? Overview

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Quick answer

David Budd, Cfp® is listed as Chief Engagement Officer at Maps Credit Union, a with 207 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at umpquabank.com and a matched LinkedIn profile for David Budd, Cfp®.

David Budd, Cfp® previously worked as Head of Wealth Management at Maps Credit Union and SVP, Private Bank Market Leader at Umpqua Bank. David Budd, Cfp® holds Executive Certificate In Financial Planning from University Of Portland Pamplin School Of Business.

Company email context

Email format at Maps Credit Union

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*@umpquabank.com
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AeroLeads found 1 current-domain work email signal for David Budd, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David Budd, Cfp®

David Budd, Cfp® is a Chief Engagement Officer at Maps Credit Union. They possess expertise in wealth management, investments, banking, finance, estate planning and 16 more skills.

Listed skills include Wealth Management, Investments, Banking, Finance, and 17 others.

Current workplace

David Budd, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Maps Credit Union
Maps Credit Union
Chief Engagement Officer
Portland, OR, US
Website
mapscu.com
Employees
207
AeroLeads page
Company profile
View company profile Email format
7 roles · 29 years

David Budd, Cfp® work experience

A career timeline built from the work history available for this profile.

Head Of Wealth Management

Current
Maps Credit Union

Salem, Oregon, United States

Lead the Wealth Management team which is comprised of the Private Client team and the Maps Investments team.

Oct 2023 - Present

Svp, Private Bank Market Leader

Umpqua Bank

Portland, Oregon

I led the Private Bank in Oregon, SW Washington. Team includes Private Bankers, Private Bank Relationship Managers, and Financial Planner throughout Oregon and SW Washington.

Aug 2017 - Apr 2023

Vp, Market Leader, Senior Private Client Advisor

Bank Of The West

Portland, Oregon Area

I led the Wealth team in the Pacific Northwest (Oregon, Idaho and Washington).I also worked directly with affluent clients to provide comprehensive financial advice. This included coordinating the team of specialists (banking, lending, portfolio management, protection, estate planning, charitable gifting, business succession planning and so much more) to prudently implement and monitor client's customized plans.

Jun 2012 - Aug 2017

Managing Director - Investment Advisory Services

Ims Capital Management, Inc
May 2011 - Jun 2012

Intern Youth Pastor

Redeemer Covenant Church
1998 - 2000 ~2 yrs
Team & coworkers

Colleagues at Maps Credit Union

Other employees you can reach at mapscu.com. View company contacts for 207 employees →

AH Andrew Hill Andrew Hill Colleague at Maps Credit UnionTurner, Oregon, United States View → JF Jonathan Flitter Jonathan Flitter Colleague at Maps Credit UnionSalem, Oregon, United States View → KW Katherine Wilson Katherine Wilson Colleague at Maps Credit UnionPortland, Oregon Metropolitan Area, United States View → KU Kelsie Upton Kelsie Upton Colleague at Maps Credit UnionBattle Ground, Washington, United States View → GT Garrett Taray Garrett Taray Colleague at Maps Credit UnionIndependence, Oregon, United States View → PG Pamela Getty Pamela Getty Colleague at Maps Credit UnionSalem, Oregon, United States View → MJ Mike Johnson Mike Johnson Colleague at Maps Credit UnionAttalla, Alabama, United States View → BC Bobbie Concepcion Bobbie Concepcion Colleague at Maps Credit UnionSalem, Oregon, United States View → CF Carol Fielding Carol Fielding Colleague at Maps Credit UnionSalem, Oregon, United States View → AH Ahlea Hayes Ahlea Hayes Colleague at Maps Credit UnionSalem, Oregon, United States View →
2 education records

David Budd, Cfp® education

FAQ

Frequently asked questions about David Budd, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Budd, Cfp® work for?

David Budd, Cfp® works for Maps Credit Union.

What is David Budd, Cfp®'s role at Maps Credit Union?

David Budd, Cfp® is listed as Chief Engagement Officer at Maps Credit Union.

What is David Budd, Cfp®'s email address?

AeroLeads has found 1 work email signal at @umpquabank.com for David Budd, Cfp® at Maps Credit Union.

Where is David Budd, Cfp® based?

David Budd, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with Maps Credit Union.

What companies has David Budd, Cfp® worked for?

David Budd, Cfp® has worked for Maps Credit Union, Umpqua Bank, Bank Of The West, Ims Capital Management, Inc, and Wells Fargo.

Who are David Budd, Cfp®'s colleagues at Maps Credit Union?

David Budd, Cfp®'s colleagues at Maps Credit Union include Andrew Hill, Jonathan Flitter, Katherine Wilson, Kelsie Upton, and Garrett Taray.

How can I contact David Budd, Cfp®?

You can use AeroLeads to view verified contact signals for David Budd, Cfp® at Maps Credit Union, including work email, phone, and LinkedIn data when available.

What schools did David Budd, Cfp® attend?

David Budd, Cfp® holds Executive Certificate In Financial Planning from University Of Portland Pamplin School Of Business.

What skills is David Budd, Cfp® known for?

David Budd, Cfp® is listed with skills including Wealth Management, Investments, Banking, Finance, Estate Planning, Financial Advisory, Insurance, and Commercial Lending.

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