David Case Email & Phone Number
Financial Planner @ Planful Finance
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David Case Location
- Portland, OR, US
David Case Work
- 2023 -now Financial Planner @
- 2018 -2019 Management Consultant to Board of Directors @
- 2018 -2018 President and CEO @
- 1996 -2018 VP Operations @
- 1988 -1996 Operations Manager @
- 1987 -1988 Marketing Representative @
David Case Education
- University of Portland
CFP® Certification
2022-2023 - University of Oregon
Bachelor of Science - BS (Economics)
1982-1986
David Case Skills
- 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 Business Strategy, Microsoft Excel, Training, Supply Chain Management, Operations and more.
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