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Stephen Poole Email & Phone Number
Senior Vice President, Program Director
at
Addison Avenue Investment Services
1 work email found
@cetera.com
2 phones found area 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Program Director
Location
Portland, Oregon Metropolitan Area, United States
Who is Stephen Poole? Overview
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Quick answer
Stephen Poole is listed as Senior Vice President, Program Director at Addison Avenue Investment Services, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 310, and a matched LinkedIn profile for Stephen Poole.
Stephen Poole previously worked as Senior Vice President, Managing Director at Columbia Wealth Advisors / Umpqua Bank and Vice President, Wealth Manager at Cb Financial Services / Columbia Bank. Stephen Poole holds Certificate In Financial Planning from Boston University.
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{first}.{last}@cetera.com
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Profile bio
About Stephen Poole
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Columbia Wealth Advisors and Umpqua Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Umpqua Bank and Colombia Wealth Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Located at Umpqua Bank *5000 Meadows Rd Ste 220Lake Oswego, OR 97035-2231* (877) 305-0056
Listed skills include Financial Advisory, Process Improvement, Financial Services, Relationship Management, and 35 others.
Current workplace
Stephen Poole's current company
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10 roles
Stephen Poole work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Managing Director
Current
Columbia Wealth Advisors / Umpqua Bank
As of March 1st, 2023 CB Financial Services is now Columbia Wealth Advisors
Mar 2018 - Present
Vice President, Wealth Manager
Cb Financial Services / Columbia Bank
Jul 2017 - Mar 2018
Advisory Business Consultant / Regional Sales Manager (External)
-Provide personal guidance on point-of-sale support, thought leadership, study group facilitation, case analysis, business reviews and platform recommendations and education. -Establish and maintain long-term relationships with top tier advisors. -Create roadmaps for new and existing Investment Advisory practices, facilitating efficiency and.
Oct 2015 - Jul 2017
Senior Wealth Management Specialist / Internal Sales
-Trained new and existing Financial Planners/Advisors to build successful wealth management practices through an all-encompassing scalable and repeatable process.-Provided platform expertise and implementation strategies.-Advocated on behalf of Advisors, ensuring effective communication with key departments company-wide.
Mar 2013 - Oct 2015
Senior Relationship Manager, Transition Services
-Responsible for facilitating registration process, training on products and systems, growth opportunity assessments, and relationship management as single point of contact for Advisors’ first 90 days with firm. -Increased operational efficiency and improved overall financial performance.
Jun 2012 - Mar 2013
Senior Compliance Analyst/Project Manager, Advisory Compliance
-Redesigned surveillance process for Advisory Compliance Department, ensuring legal and regulatory conformity of more than 1,200 Investment Adviser Representatives. Conducted comprehensive risk assessments, resource loading and efficiency testing, modernized the sample selection process, and created desktop policies and procedures. -Firm liaison for FINRA.
Feb 2008 - May 2012
Owner/Consultant
-Consultant to CEOs on contracts, leases, new business proposals, personnel management and finances. -Created project plans and workflow designs for new and existing business models.
Apr 2007 - Mar 2011
World Traveler
Independent World Travel
-Planned and budgeted a year of world travel to 14 different countries.-Analyzed buyout proposals, lease documents, and new business opportunities for business owners.
Mar 2006 - Mar 2007
Senior Analyst / Project Manager / Trust & Estate Planning Specialist
-Ran logistics for OSJ Audits covering more than 400 locations; conducted >275 OSJ Audits.-Created workflows and resource loading procedures for OSJ audits.-Trust and Estate Planning consultant for clients and colleagues.-Project Manager on >100 engagements to grow and maintain a national branch network.
Feb 1997 - Feb 2006
3 education records
Stephen Poole education
Certificate In Financial Planning
Certificate, Project Management
University Of California, Berkeley Extension
Bachelor Of Arts, Political Science
FAQ
Frequently asked questions about Stephen Poole
Quick answers generated from the profile data available on this page.
What company does Stephen Poole work for?
Stephen Poole works for Addison Avenue Investment Services.
What is Stephen Poole's role at Addison Avenue Investment Services?
Stephen Poole is listed as Senior Vice President, Program Director at Addison Avenue Investment Services.
What is Stephen Poole's email address?
AeroLeads has found 1 work email signal at @cetera.com for Stephen Poole at Addison Avenue Investment Services.
What is Stephen Poole's phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Stephen Poole at Addison Avenue Investment Services.
Where is Stephen Poole based?
Stephen Poole is based in Portland, Oregon Metropolitan Area, United States while working with Addison Avenue Investment Services.
What companies has Stephen Poole worked for?
Stephen Poole has worked for Addison Avenue Investment Services, Columbia Wealth Advisors / Umpqua Bank, Cb Financial Services / Columbia Bank, Cetera Financial Group, and Nomad Ventures Llc.
How can I contact Stephen Poole?
You can use AeroLeads to view verified contact signals for Stephen Poole at Addison Avenue Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Stephen Poole attend?
Stephen Poole holds Certificate In Financial Planning from Boston University.
What skills is Stephen Poole known for?
Stephen Poole is listed with skills including Financial Advisory, Process Improvement, Financial Services, Relationship Management, Wholesaler, Personal Financial Planning, Process Engineering, and Business Strategy.
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