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David J. Washburn

 

David J. Washburn, CFP® CPA
Vice President


▶ Messiah College - Grantham, Pennsylvania
          Bachelor of Science Degree
          Major in Accounting

CERTIFIED FINANCIAL PLANNER CERTIFICANT™

▶ Holder of Certified Public Accountant Certificate
          Designation issued by the States of Florida and Rhode Island

▶ Member of the American Institute of Certified Public Accountants (AICPA)

▶ Registered Investment Advisor Representative (2006)
          Uniform Investment Advisor Law Exam - Series 65

▶ Sullivan & Company CPAs LLP – 13 years
          David served as Audit Manager for various distribution, real estate, manufacturing
          and retail clients. Responsibilities included planning, performing, supervising and
          reviewing various types of accounting and compliance engagements.

▶ 2005 – Joined Washburn Capital Management, Inc.
          David is involved with every aspect of the business including the building and sustaining
          of client relationships. He manages client portfolios while working closely
          with Washburn Capital Management staff overseeing client services.

 2013-2015 – Treasurer: Cultural Council of Indian River County, Inc.