AeroLeads people directory · profile
David Poulin, Cima® Cpwa® Email & Phone Number
President's Council
at
Plymouth State University
1 work email found
@exitplanningexchange.com
2 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
President's Council
Location
Greater Boston, United States, United States
Who is David Poulin, Cima® Cpwa®? Overview
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Quick answer
David Poulin, Cima® Cpwa® is listed as President's Council at Plymouth State University, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at exitplanningexchange.com, phone signal with area code 617, and a matched LinkedIn profile for David Poulin, Cima® Cpwa®.
David Poulin, Cima® Cpwa® previously worked as Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus CIMA® CPWA® at Rbc Wealth Management and Board Member - Boston at Exit Planning Exchange. David Poulin, Cima® Cpwa® holds Bachelor Of Science (Bs), Education from Plymouth State University.
Company email context
Email format at Plymouth State University
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{first}@exitplanningexchange.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Poulin, Cima® Cpwa®. Compare company email patterns before reaching out.
Profile bio
About David Poulin, Cima® Cpwa®
Advisor to Business Owners and Entrepreneurs David has over 32 years of experience working with high net worth entrepreneurs and business owners with their business transitions. David’s team provides companies with corporate retirement plans, stock plan services, commercial and business lending along with executive and business owner wealth planning services. Their pre-transition planning process helps entrepreneurs and business owners determine the cost of their post-transition lifestyle and help them determine the impact the liquidity event has on their future financial security. Their number. Dave and his RBC wealth advisory team provide holistic wealth planning including an interactive financial plans, retirement income planning, estate plan review and advisement, tax minimization strategies, insurance optimization and risk based asset management. David also leverages his large outside network of strategic consultants, business brokers, investment banks, accountants and attorneys to help build or add to advisory teams who help guide entrepreneurs and business owners to a successful transition of their business.
Current workplace
David Poulin, Cima® Cpwa®'s current company
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10 roles
David Poulin, Cima® Cpwa® work experience
A career timeline built from the work history available for this profile.
Senior Vice President I Financial Advisor - Senior Portfolio Manager - Portfolio Focus Cima® Cpwa®
CurrentPlease visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment.
Nov 2017 - Present
Board Member - Boston
Current
Jun 2014 - Present
President'S Council
CurrentParents CouncilPanther Business Club - Founding Member Panther Gridiron Club - Founding Member
Jun 2013 - Present
Member Board Of Trustees
Current
Dec 2023 - Present
Board Of Overseers
Oct 2018 - Mar 2021
Financial Advisor I Senior Vice President I Cima® Cpwa®
Mar 2008 - Oct 2017
Managing Director | Cima®
Jul 2002 - Mar 2008
Managing Director
Feb 2000 - Jul 2002
Senior Vice President
Feb 1996 - Feb 2000
4 education records
David Poulin, Cima® Cpwa® education
Bachelor Of Science (Bs), Education
Plymouth State University
Cima® Certified Investment Management Analyst ® Program
University Of California, Berkeley, Haas School Of Business
College Preparatory
Dexter Regional High School
College Preparatory
Foxcroft Academy
FAQ
Frequently asked questions about David Poulin, Cima® Cpwa®
Quick answers generated from the profile data available on this page.
What company does David Poulin, Cima® Cpwa® work for?
David Poulin, Cima® Cpwa® works for Plymouth State University.
What is David Poulin, Cima® Cpwa®'s role at Plymouth State University?
David Poulin, Cima® Cpwa® is listed as President's Council at Plymouth State University.
What is David Poulin, Cima® Cpwa®'s email address?
AeroLeads has found 1 work email signal at @exitplanningexchange.com for David Poulin, Cima® Cpwa® at Plymouth State University.
What is David Poulin, Cima® Cpwa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for David Poulin, Cima® Cpwa® at Plymouth State University.
Where is David Poulin, Cima® Cpwa® based?
David Poulin, Cima® Cpwa® is based in Greater Boston, United States, United States while working with Plymouth State University.
What companies has David Poulin, Cima® Cpwa® worked for?
David Poulin, Cima® Cpwa® has worked for Plymouth State University, Rbc Wealth Management, Exit Planning Exchange, Foxcroft Academy, and Boch Center.
How can I contact David Poulin, Cima® Cpwa®?
You can use AeroLeads to view verified contact signals for David Poulin, Cima® Cpwa® at Plymouth State University, including work email, phone, and LinkedIn data when available.
What schools did David Poulin, Cima® Cpwa® attend?
David Poulin, Cima® Cpwa® holds Bachelor Of Science (Bs), Education from Plymouth State University.
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