2011 -2012 Managing Director - Investment Advisory Services @ IMS Capital Management, Inc
2004 -2011 Private Banker @
1998 -2000 Intern Youth Pastor @ Redeemer Covenant Church
David Budd Education
University of Portland Pamplin School of Business
Executive Certificate in Financial Planning
2011-2012
California State University-Long Beach
BA (Communication)
1997-2002
David Budd Skills
Leadership
Estate Planning
Financial Advisory
Banking
Insurance
Retirement Planning
Mortgage Banking
Portfolio Management
Investments
Mortgage Lending
Finance
Series 66
Financial Services
Wealth Management
Credit
Series 7
Small Business
Management
Small Business Lending
Loans
Commercial Lending
David Budd Summary
David Budd, based in Portland, OR, US, is currently a Chief Engagement Officer at Maps Credit Union. David Budd brings experience from previous roles at Maps Credit Union, Umpqua Bank, Bank of the West and IMS Capital Management, Inc. David Budd holds a 2011 - 2012 Executive Certificate in Financial Planning @ University of Portland Pamplin School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Insurance and more. David Budd has 1 emails and 1 mobile phone numbers on RocketReach.
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