Dale Stevens

Dale Stevens Email and Phone Number

Vice President - Wealth Advisor @ Columbia Bank
Spokane, WA, US
Dale Stevens's Location
Spokane, Washington, United States, United States
Dale Stevens's Contact Details

Dale Stevens work email

Dale Stevens personal email

n/a
About Dale Stevens

Highly seasoned financial industry professional, experienced in simplifying complex wealth management strategies. Providing in-depth expert advice to clients in all areas of wealth and portfolio management. Customer focused with a reputation for quality service and satisfaction. Effectively contributes to team collaboration with natural and carefully honed interpersonal skills. Exceptional track record as a highly productive, dependable, and efficient problem solver.

Dale Stevens's Current Company Details
Columbia Bank

Columbia Bank

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Vice President - Wealth Advisor
Spokane, WA, US
Website:
umpquabank.com
Employees:
4643
Dale Stevens Work Experience Details
  • Columbia Bank
    Vice President - Wealth Advisor
    Columbia Bank
    Spokane, Wa, Us
    View
  • Columbia Bank
    Vice President - Wealth Advisor
    Columbia Bank Jun 2017 - Present
    Tacoma, Wa
    Build relationships with individuals and help manage wealth.
    View
  • U.S. Bank
    Vice President - Invstment/Trust Relationship Manager
    U.S. Bank Jun 2010 - Jun 2017
    Minneapolis, Mn, Us
    View
  • Mid-Wisconsin Bank
    Vice President - Wealth Management Consultant
    Mid-Wisconsin Bank Sep 2009 - Jun 2010
    Green Bay, Wisconsin, Us
    View
  • U.S. Bank
    Vice President - Wealth Management Consultant
    U.S. Bank Jun 2004 - Sep 2009
    Minneapolis, Mn, Us
    View
  • M&I Trust Company
    Assistant Vice President - Trust Officer
    M&I Trust Company Mar 2000 - Oct 2004
  • Wm Michaels/Benefit Administration/Planning Concepts
    Vice President - Plan Administration
    Wm Michaels/Benefit Administration/Planning Concepts Jun 1991 - Mar 2000

Dale Stevens Education Details

  • University Of Wisconsin Oshkosh
    University Of Wisconsin Oshkosh
    Accounting And Finance

Frequently Asked Questions about Dale Stevens

What company does Dale Stevens work for?

Dale Stevens works for Columbia Bank

What is Dale Stevens's role at the current company?

Dale Stevens's current role is Vice President - Wealth Advisor.

What is Dale Stevens's email address?

Dale Stevens's email address is ds****@****ank.com

What schools did Dale Stevens attend?

Dale Stevens attended University Of Wisconsin Oshkosh.

Who are Dale Stevens's colleagues?

Dale Stevens's colleagues are Linda Wheeler, Kelly Young, Nick Neville, Dana Commanda, Vera Stoddard, Crc, Xia (Caroline) Ji, Laura Thompkins.

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