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Rob Stephens Email & Phone Number

Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff. at CFO Perspective

Location: Spokane, Washington, United States 11 work roles 2 schools

1 work email found @watrust.com 2 phones found area 509 LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

CFO Perspective

Role

Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff.

Location

Spokane, Washington, United States

Who is Rob Stephens? Overview

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Quick answer

Rob Stephens is listed as Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff. at CFO Perspective, based in Spokane, Washington, United States. AeroLeads shows a work email signal at watrust.com, phone signal with area code 509, and a matched LinkedIn profile for Rob Stephens.

Rob Stephens previously worked as Founder at Cfo Perspective and Adjunct Instructor at Gonzaga University - School Of Business Administration. Rob Stephens holds Masters In Personal Financial Planning And Graduate Certificate In Financial Therapy, Financial Planning And Services from Kansas State University.

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Email format at CFO Perspective

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{first_initial}{last}@watrust.com

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Profile bio

About Rob Stephens

CFO Perspective provides continuing education (CPE) courses for CPAs and financial management courses for business advisors and staff. To see a list of sites that host my CPE courses, visit https://cfoperspective.com/cpe/. Want the courses and don't need CPE credit? Check out cfoperspective.com.Here are some sample reviews:"Loved the course! I've been doing FP&A for 25 years. This is an excellent overview and thought-provoking. Well done!""This was the best CPE class I've taken in a decade... The knowledge received from this class is something I truly believe will provide me with a competitive advantage.""I was able to apply the topics to my business... Our next management meeting is going to be meaningful and productive.""I thoroughly enjoyed this course and would recommend it to any business professional.""Outstanding course and a terrific instructor. He went through all of what you need to focus on.""Rob was clear, concise, funny, and used real world applications."Learn more at https://cfoperspective.com/

Listed skills include Financial Analysis, Banking, Loans, Credit, and 46 others.

Current workplace

Rob Stephens's current company

Company context helps verify the profile and gives searchers a useful next step.

Cfo Perspective

Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff.

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Company profile

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11 roles · 22 years

Rob Stephens work experience

A career timeline built from the work history available for this profile.

Founder

Current

Cfo Perspective

Spokane Valley, WA

Continuing professional education (CPE) courses for CPAs as well as financial management courses for business advisors and staff. These courses cover topics like:
Cash flow management
Business performance management (e.g. KPIs, OKRs)
Strategic planning, business planning, and budgeting
Business growth
Decision analysis

May 2019 - Present

Adjunct Instructor

Current

Gonzaga University - School Of Business Administration

I teach Entrepreneurial Finance and Behavioral Finance to MBA students.

Nov 2019 - Present

Svp Of Finance

Numerica Credit Union

Managed accountants and financial analysts for a $2B credit union to produce financial reporting, annual budgets, key performance metrics, and ad hoc analysis
Served as Program Manager for the Investment Advisory Department with $170MM AUM
Supervised the AVP of the Accounts Control Department (Collections)
Chaired the Pricing Committee and developed pricing and product strategies
Analyzed product and member profitability
Managed liquidity (cash flow), capital, and interest rate risks

Nov 2016 - May 2019

Vp Of Finance

Numerica Credit Union

Nov 2012 - Oct 2016

Director Of Operations

Washington Trust Bank

Managed 80 employees in payment services, loan processing, and deposit support
Streamlined procedures to reduce waste and improve customer service
Developed strategies to manage interest rate risk and liquidity risk for a $4B bank
Managed wholesale funding and serviced large public entity customers
Member of ALCO committee and deposit product pricing committee

Oct 2011 - Nov 2012

Senior Financial Analyst

Washington Trust Bank

Mar 2010 - Oct 2011

Cfo

Bankcda

Serviced the deposit needs of commercial customers
Served on new loan committee and special asset committee
Supervised the IT Manager and the Operations Department
Prepared analyses and presented recommendations for strategic decisions of the bank

2008 - 2010 ~2 yrs

Cfo

Bank Of Fairfield

2004 - 2008 ~4 yrs

Cfo

Chas Health

Responsible for all financial aspects of an organization of 140 employees. Managed the development of policies and procedures, business plans, annual budgets, and financial statements.
Supervised billing, accounting, and information systems departments
Developed business strategies and systems for a quickly growing company
Served as Acting Director in Executive Director’s absenceCommon misspellings of my name: Rob Stevens, Rod Stephens, Rod Stevens, CFO Perspectives,

May 2001 - May 2002

Controller

Community Health Association Of Spokane

May 2000 - May 2001

Staff Accountant

Ey

Seattle

Oct 1995 - May 1997

2 education records

Rob Stephens education

Masters In Personal Financial Planning And Graduate Certificate In Financial Therapy, Financial Planning And Services

Kansas State University

Bachelor Of Arts In Business Administration

University Of Washington, Michael G. Foster School Of Business

FAQ

Frequently asked questions about Rob Stephens

Quick answers generated from the profile data available on this page.

What company does Rob Stephens work for?

Rob Stephens works for CFO Perspective.

What is Rob Stephens's role at CFO Perspective?

Rob Stephens is listed as Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff. at CFO Perspective.

What is Rob Stephens's email address?

AeroLeads has found 1 work email signal at @watrust.com for Rob Stephens at CFO Perspective.

What is Rob Stephens's phone number?

AeroLeads has found 2 phone signal(s) with area code 509 for Rob Stephens at CFO Perspective.

Where is Rob Stephens based?

Rob Stephens is based in Spokane, Washington, United States while working with CFO Perspective.

What companies has Rob Stephens worked for?

Rob Stephens has worked for Cfo Perspective, Gonzaga University - School Of Business Administration, Numerica Credit Union, Washington Trust Bank, and Bankcda.

How can I contact Rob Stephens?

You can use AeroLeads to view verified contact signals for Rob Stephens at CFO Perspective, including work email, phone, and LinkedIn data when available.

What schools did Rob Stephens attend?

Rob Stephens holds Masters In Personal Financial Planning And Graduate Certificate In Financial Therapy, Financial Planning And Services from Kansas State University.

What skills is Rob Stephens known for?

Rob Stephens is listed with skills including Financial Analysis, Banking, Loans, Credit, Finance, Cash Management, Commercial Lending, and Credit Analysis.

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