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)
▶ 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.