David Paulson, CFP®

Certified Financial Planner at Edgewater Wealth Management
  • Claim this Profile
Contact Information
Location
Sumner, Washington, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Chartered Financial Consultant®
    The American College of Financial Services
    Nov, 2022
    - Sep, 2024
  • Certified Financial Planner (CFP)
    CFP Board

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • Jun 2022 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2019 - Present
    • United States
    • Banking
    • 700 & Above Employee
    • Member Consultant
      • Jun 2017 - Mar 2019

      • Developed new member relationships, uncovered member needs and sold financial products • Created an outstanding member experience by resolving member service needs, and delivering expertise in specialized financial services • Demonstrated problem resolution, negotiation, and organizational skills while maintaining confidentiality • Earned recognition as a Top Referrer for the credit union in third quarter of 2018 • Received 100% NPS survey results for customer service in third quarter of 2018 • Led branch in new member acquisition in second quarter of 2018 • Demonstrated attention to detail by exceeding QA 95% target every quarter at BECU Show less

    • Leadership Development Trainer
      • Jan 2017 - Jun 2017

      Lighthouse Institute helps organizations and their people be wildly successful at what matters most. We aid organizations in leadership and people development to achieve to the next level and beyond. We accomplish this through discovering and addressing client specific needs and goals. We deliver outstanding results through customized, experiential education, coaching and training. The impact is real results, real team, and real leaders-real success. Lighthouse Institute helps organizations and their people be wildly successful at what matters most. We aid organizations in leadership and people development to achieve to the next level and beyond. We accomplish this through discovering and addressing client specific needs and goals. We deliver outstanding results through customized, experiential education, coaching and training. The impact is real results, real team, and real leaders-real success.

    • United States
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Substitute Teacher
      • Feb 2016 - Jun 2017

      • Educate students in several subjects by following curriculum and implementing lesson plans • Maintain orderly classroom environment and record students’ progress • Encourage development of students in thoughtful, caring, and professional manner • Educate students in several subjects by following curriculum and implementing lesson plans • Maintain orderly classroom environment and record students’ progress • Encourage development of students in thoughtful, caring, and professional manner

    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Venue Logistics Manager
      • Apr 2016 - Jun 2016

      · Supported the procurement, receipt and distribution of materials for the event. · Developed and implemented a customized logistics plan for CenturyLink Field and the 5 hotels that Copa was occupying. · Ordered and disbursed event related supplies to all event departments. · Created a Master Delivery Schedule to track incoming materials and inform the team. · Tracked the inventory of all event materials and created a plan for donating, shipping, and disposing of any materials after the tournament. · Monitored the on field and locker room setup on game day to ensure that all branding was correct and that the sponsors’ contractual requirements were met. · Worked as a part of the team to resolve any operational issues and ensure a high level of service for the world-class event. Show less

    • Professional Athlete
      • Apr 2012 - Aug 2015

      • Overcame adversity of shoulder surgery by diligently rehabbing and successfully reached my goal of starting the first game of the following season. • Took an active role in community events and media interviews where I used communication skills to represent the team and be a positive role model in the community • Demonstrated teamwork and commitment as a scout team player where I earned scout team player of the week multiple times • Overcame adversity of shoulder surgery by diligently rehabbing and successfully reached my goal of starting the first game of the following season. • Took an active role in community events and media interviews where I used communication skills to represent the team and be a positive role model in the community • Demonstrated teamwork and commitment as a scout team player where I earned scout team player of the week multiple times

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student-Athlete
      • Aug 2007 - Jan 2012

      • Exhibited leadership skills as the captain of two PAC-10/12 conference championship teams by developing team standards and acting as the liaison between the team and the coaching staff • Selected by head coach to accompany him to Pac-12 media day where I displayed my ability to speak to the media and interact with conference representatives • Demonstrated time management skills by balancing football and academics while graduating in 3 ½ years • Exhibited leadership skills as the captain of two PAC-10/12 conference championship teams by developing team standards and acting as the liaison between the team and the coaching staff • Selected by head coach to accompany him to Pac-12 media day where I displayed my ability to speak to the media and interact with conference representatives • Demonstrated time management skills by balancing football and academics while graduating in 3 ½ years

    • Intern
      • Jun 2011 - Aug 2011

      • Assisted on sales meetings with current and prospective clients to increase sponsorship sales • Developed marketing promotion ideas for prospective clients to help land new business • Researched local businesses for marketing fit and activation ideas for vacant sponsorship categories • Assisted on sales meetings with current and prospective clients to increase sponsorship sales • Developed marketing promotion ideas for prospective clients to help land new business • Researched local businesses for marketing fit and activation ideas for vacant sponsorship categories

    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Assistant Director of Marketing
      • Apr 2010 - Jul 2010

      • Promoted the upcoming season by networking with local businesses and distributing season schedules • Facilitated marketing promotions throughout the games that engaged fans and promoted sponsors • Displayed enthusiasm by participating in unique fan engagement such as mascot races and theme nights • Promoted the upcoming season by networking with local businesses and distributing season schedules • Facilitated marketing promotions throughout the games that engaged fans and promoted sponsors • Displayed enthusiasm by participating in unique fan engagement such as mascot races and theme nights

Education

  • University of Oregon - Charles H. Lundquist College of Business
    MBA, 3.58
    2011 - 2012
  • University of Oregon - Charles H. Lundquist College of Business
    B.S., Business Administration
    2007 - 2011

Community

You need to have a working account to view this content. Click here to join now