Stephen Poole Email & Phone Number
Senior Vice President, Program Director @ Addison Avenue Investment Services
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Stephen Poole Location
- Hillsboro, OR, US
Stephen Poole Work
- 2025 -now Senior Vice President, Program Director @
- 2018 -2025 Senior Vice President, Managing Director @ Columbia Wealth Advisors / Umpqua Bank
- 2017 -2018 Vice President, Wealth Manager @ CB Financial Services / Columbia Bank
- 2015 -2017 Advisory Business Consultant and Regional Sales Manager (External) @
- 2013 -2015 Senior Wealth Management Specialist and Internal Sales @
- 2012 -2013 Senior Relationship Manager, Transition Services @
- 2008 -2012 Senior Compliance Analyst and Project Manager, Advisory Compliance @
- 2007 -2011 Owner and Consultant @
- 2006 -2007 World Traveler @ Independent World Travel
- 1997 -2006 Senior Analyst and Project Manager and Trust and Estate Planning Specialist @
Stephen Poole Education
- Boston University
(Certificate in Financial Planning)
2012-2013 - University of California, Berkeley Extension
Certificate (Project Management)
- University of Hawaii at Manoa
Bachelor of Arts (Political Science)
Stephen Poole Skills
- Financial Advisory
- Process Improvement
- Financial Services
- Relationship Management
- Wholesaler
- Personal Financial Planning
- Process Engineering
- Business Strategy
- Project Management
- Program Management
- Salesforce.com
- Risk Management
- Investments
- Series 66
- Series 24
- Series 7
- Building Relationships
- Customer Relations
- Problem Solving
- Change Management
- Requirements Analysis
- Project Planning
- Business Planning
- Supervisory Skills
- Compliance
- Microsoft Office
- Wealth Accumulation
- Strategic Financial Planning
- Mutual Funds
- Training
- Wealth Management
- Uniform Combined State Law
- Portfolio Management
- Finance
- Customer Relationship Management (CRM)
- Trading
- Business Process Improvement
- Financial Planning
- Investment Advisory
- Personal Financial
- Customer Relationship Management Crm
- Customer Service
- Management
- Business Analysis
- Customer Relationship Management
Stephen Poole Summary
- Stephen Poole, based in Hillsboro, OR, US, is currently a Senior Vice President, Program Director at Addison Avenue Investment Services. Stephen Poole brings experience from previous roles at Columbia Wealth Advisors / Umpqua Bank, CB Financial Services / Columbia Bank and Cetera Financial Group. Stephen Poole holds a 2012 - 2013 Boston University. With a robust skill set that includes Financial Advisory, Process Improvement, Financial Services, Relationship Management, Wholesaler and more. Stephen Poole has 2 emails and 2 mobile phone numbers on RocketReach.
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