David Case Email & Phone Number
Financial Planner @ Planful Finance
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David Case Location
- Portland, OR, US
David Case Work
- Financial Planner @ (January 2023 - Present)
- Management Consultant to Board of Directors @ (October 2018 - April 2019)
- President and CEO @ (January 2018 - October 2018)
- VP Operations @ (June 1996 - January 2018)
- Operations Manager @ (September 1988 - June 1996)
- Marketing Representative @ (April 1987 - September 1988)
David Case Education
- University of Portland
CFP® Certification
2022-2023 - University of Oregon
Bachelor of Science - BS (Economics)
1982-1986
David Case Skills
- AutoCAD
- Client technical support
- ISO 9001
- IT Service Management
- IT Systems Management
- Managerial Finance
- Mechanical application engineering
- Microsoft Office
- P&L Management
- Product Line Management
- Product Management
- Production Management
- Project Management
- Property and Facilities management
- Purchasing and Materials Management
- Strategic Planning
- Technical Manual writing
- Business Strategy
- Microsoft Excel
- Training
- Supply Chain Management
- Operations
- Lean Manufacturing
- Manufacturing
- Kaizen
David Case Summary
- David Case, based in Portland, OR, US, is currently a Financial Planner at Planful Finance. David Case brings experience from previous roles at Schmitt Industries, Inc.. David Case holds a 2022 - 2023 CFP® Certification @ University of Portland. With a robust skill set that includes AutoCAD, Client technical support, ISO 9001, IT Service Management, IT Systems Management and more.
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