Compliance Officer / Tax Specialist
Crista Dumais is the Compliance Officer and Tax Specialist for Paulson Wealth Management. Prior to joining PWM, she served over 12 years in a variety of roles at Russell Investments in Seattle, WA, including Corporate Treasurer and Financial & Operations Principal (holding the Series 27 license) for the US broker-dealers. She is a certified tax preparer and enjoys partnering with clients as well as continuing work in the world of compliance pursuant to SEC regulations for investment advisors.
Crista received a Bachelor of Science degree in Exercise Science from Wheaton College in Illinois before switching gears and pursuing a career in Finance and Accounting. After earning a Master of Professional Accounting degree from Seattle University, she joined the audit and assurance practice at PricewaterhouseCoopers LLP and worked with primarily clients in technology and financial services.
Crista currently lives in Florida with her husband, Dean, and enjoys traveling and watching their two boys play lacrosse.