Tami Stover Email & Phone Number

Trust Officer @ Northwest Trustee & Management Services, LLC

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Tami Stover Location

Lake Oswego, OR, US

Tami Stover Work

Trust Officer @ (March 2025 - Present)
Trust Officer, U.S. Bank Private Wealth Management @ (December 2021 - March 2025)
Wealth Management Advisor @ U.S. Bancorp Investments, Inc. (July 2019 - December 2021)
Financial Advisor @ (October 2016 - February 2018)
Licensed Operations Manager @ T&T Financial, LLC holding company of an Independent RIA (January 2006 - September 2016)

Tami Stover Education

Oregon State University
Master of Business Administration (MBA) (Business)
1999-2001
California State University-Bakersfield
Bachelor of Science (BS) (Finance and Financial Management Services)
1993-1997

Tami Stover Skills

401(k) Rollovers
Account Administration
Account Management
Account Reconciliation
Annual Giving
Attention to Detail
Big-Picture Thinking
Branch Banking Operations
Broker-Dealer Compliance
Business Analysis
Business Development
Business Planning
Business Process Improvement
Business Relationship Management
Cash Management
Client Relations
Client Services
Collaborative Problem Solving
Compliance Management
Consultative Approach
Critical Thinking
Customer Contact
Customer Interaction
Customer Satisfaction
Customer Service Management
Daily Operations
Dispute Resolution
Documentation
Estate Administration
Estate Planning
FINRA
Family Offices
Fiduciary Services
Financial Advisory
Financial Coaching
Financial Planning
Front Office Support
General Administration
Group Presentations
HNW
IBM BPM
Insurance
Insurance Operations
Internal Audits
Investment Advisor Compliance
Investment Performance
Investment Strategies
Investments
Key Client Relationships
Legal Issues
Life & Health Insurance Licenses
Life Insurance
Long-term Care
Manage client expectations
Managed Accounts
Microsoft Excel
Microsoft Outlook
Money Guide Pro
Nexus
Operational Efficiency
Operations Management
Oral Communication
Paraplanning
Personal Trust Administration
Philanthropy
Policies & Procedures
Presentation Skills
Presentations
Problem Solving
Project Management
QuickBooks
RIAs
Real Estate Investment Trust (REIT)
Regulatory Requirements
Regulatory Standards
Relationship Building
Resource Management
Responsiveness
SEI Trust 3000
Salesforce Lightning
Series 7
Service Operations
Strategic Initiatives
Strategic Planning
Strategic Thinking
Strategy
Tax Forms
Tax Strategies
Team Collaboration
Teamwork
Trading Operations
Training
Trust
Trust Management
Trust Operations
Trust Services
Trustee
Trusting Relationships
Trusts
Workload Prioritization
Financial Services
Customer Relationship Management (CRM)
Morningstar Office
Public Speaking
Customer Relationship Management Crm
Licensed to Sell Insurance
Accounting
IRAs
Rollovers
Microsoft Word
SEP IRA
Customer Service
Budgets
Securities License
Key Person Protection
Customer Relationship Management

Tami Stover Summary

Tami Stover, based in Lake Oswego, OR, US, is currently a Trust Officer at Northwest Trustee & Management Services, LLC. Tami Stover brings experience from previous roles at U.S. Bank, U.S. Bancorp Investments, Inc., Allstate Financial Services, LLC and T&T Financial, LLC holding company of an Independent RIA. Tami Stover holds a 1999 - 2001 Master of Business Administration (MBA) in Business @ Oregon State University. With a robust skill set that includes 401(k) Rollovers, Account Administration, Account Management, Account Reconciliation, Annual Giving and more. Tami Stover has 1 emails and 1 mobile phone numbers on RocketReach.