Stephen Poole Email & Phone Number
Senior Vice President, Program Director @ Addison Avenue Investment Services
Stephen Poole Location
Hillsboro, OR, US
Stephen Poole Work
- 2025 - now Senior Vice President, Program Director @ Addison Avenue Investment Services
- 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) @ Cetera Financial Group
- 2013 - 2015 Senior Wealth Management Specialist and Internal Sales @ Cetera Financial Group
- 2012 - 2013 Senior Relationship Manager, Transition Services @ Cetera Financial Group
- 2008 - 2012 Senior Compliance Analyst and Project Manager, Advisory Compliance @ Cetera Financial Group
- 2007 - 2011 Owner and Consultant @ Nomad Ventures
- 2006 - 2007 World Traveler @ Independent World Travel
- 1997 - 2006 Senior Analyst and Project Manager and Trust and Estate Planning Specialist @ Charles Schwab
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
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 1 mobile phone numbers on RocketReach.
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