Umpqua Investments, Inc.

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Umpqua Investments, Inc. Employees

Employee
Years
Job
Industry
Kat Moon Kat Moon Greater Seattle Area Details
Kat Moon's Umpqua Investments, Inc. Experience August 2007 - July 2011
Job Financial Manager at Partners In Care
Industry Individual & Family Services
Experience
Partners In Care  January 2015 - Present
HomeStreet Bank  December 2012 - October 2014
Umpqua Bank  July 2011 - December 2012
Umpqua Investments, Inc.   August 2007 - July 2011

Skills
Customer Service, Sales, Community Development, Networking, Personal & Professional..., Research, Public Speaking, Community Outreach, Communication Skills, Community Banking, Non-profit Volunteer, Cooking, Data Entry, Time Management, Marketing, Financial Analysis, Finance, Strategic Planning

Education
Southern Oregon University
Psychology, Human Communications

Bill McShane Bill McShane Portland, Oregon Area Details
Bill McShane's Umpqua Investments, Inc. Experience 2008 - Present
Job Vice PresidentInvestments at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc.   2008 - Present
Morgan Stanley Smith Barney  January 1983 - June 2008

Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Series 7, Retirement Planning, Strategic Financial..., Retirement, Risk Management, Financial Modeling, Strategic Planning, Financial Analysis, Asset Allocation, Life Insurance, Mutual Funds, Fixed Annuities, Banking, Investment Advisory, Wealth Management...

Education
Oregon State University   1977 — 1982
BS, Business Administration

Arron Dieter Arron Dieter Portland, Oregon Area Details
Arron Dieter's Umpqua Investments, Inc. Experience December 2009 - Present
Job Financial Advisor
Industry Investment Management
Experience
Umpqua Investments, Inc.   December 2009 - Present
PrimeVest Financial Services  May 2003 - December 2009
Charles Schwab  August 1997 - April 2003

Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance

Education
Arizona State University
BS

Gioia Hershey Gioia Hershey Santa Rosa, California Details
Gioia Hershey's Umpqua Investments, Inc. Experience 2008 - July 2010
Job Universal Associate at Umpqua Bank
Industry Banking
Experience
Umpqua Bank  December 2010 - Present
Umpqua Bank  July 2010 - Present
Umpqua Investments, Inc.   2008 - July 2010
Washoe County  1995 - March 2007

Skills
Credit, Financial Analysis, Investments, Accounting, Microsoft Excel, Financial Reporting, Strategic Planning, PowerPoint, Leadership, Banking, Finance, Outlook, Team Building, Nonprofits, Account Management, Small Business, Commercial Lending, Community Outreach, Management, Insurance

Education
University of Arkansas at Fayetteville
Bachelor of Arts (BA), History

Rebecca Semper, CFP® Rebecca Semper, CFP® Portland, Oregon Area Details
Rebecca Semper, CFP®'s Umpqua Investments, Inc. Experience July 2012 - Present
Job VP, Service Manager Umpqua Private Bank
Industry Banking
Experience
Umpqua Investments, Inc.   July 2012 - Present
Umpqua Bank  2009 - 2013
Wells Fargo  July 2004 - June 2009
D.A. Davidson & Co.   June 2001 - July 2004

Skills
Series 7, Wealth Management, Investment Advisory, Banking, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Series 63, Retirement Planning, Investment Strategies, Series 65, Insurance, FINRA, Strategic Financial..., Asset Managment, Equities, Asset Allocation, Investment Management, Risk Management, Estate Planning

Education
University of Portland   2011 — 2012
Executive Certificate, Financial Planning

Portland State University - School of Business   1986 — 1990
Bachelor of Science (BS), Finance Law

John C. Cameron, CFP® John C. Cameron, CFP® Vancouver, Washington Details
John C. Cameron, CFP®'s Umpqua Investments, Inc. Experience April 2014 - Present
Job SVPInvestments, Private Wealth Advisor
Industry Financial Services
Experience
Umpqua Investments, Inc.   April 2014 - Present
Sterling Savings Bank  March 2012 - March 2014
First Independent Bank  April 2007 - February 2012
Harvest Capital Advisors   April 2006 - April 2007
Charles Schwab  June 1999 - March 2006

Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Estate Planning, Financial Planners, Securities, Leadership, Financial Advisory, Financial Planning, Financial Analysis, Risk Management, Strategy, Insurance Planning, Mergers

Education
Bucknell University   1988 — 1992
BA, International Relations/Japanese Studies

Waseda University   1990 — 1991
Certificate of Completion, Japanese Culture and Language

Lyn Hennion Lyn Hennion Medford, Oregon Area Details
Lyn Hennion's Umpqua Investments, Inc. Experience September 1994 - Present
Job Private Wealth Advisor, Senior Vice PresidentInvestments and Certified Financial Planner at Umpqua Investments
Industry Financial Services
Experience
Umpqua Investments, Inc.   September 1994 - Present
Southern Oregon University  September 2014 - Present
The Oregon Community Foundation  May 2002 - Present
Pacific Retirement Services, Inc.   October 2006 - Present
Applegate Valley Rural Fire Protection District   July 2004 - Present
Children's Institute  March 2014 - Present
SMART (Start Making A Reader Today)   December 2013 - Present
Oregon 529 College Savings Network   January 2005 - December 2013
Oregon Cultural Trust  2008 - 2012
Franklin Templeton Investments  June 1984 - September 1994

Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Investments, Financial Analysis, Financial Planners, Investment Strategies, Alternative Investments, Equities, Fixed Income, Asset Allocation, Private Equity, Series 63, Mergers & Acquisitions, Life Insurance, High Net Worth..., Asset Managment, Risk Management, Strategic Planning, Wealth, Investor Relations, Mutual Funds, Financial Services, 401k Rollovers, 401k, Insurance, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Retirement, Endowments, FINRA, Financial Advisory, Series 65, Financial Modeling, Wealth Management..., Long-term Care, ETFs, Hedge Funds, Private Banking, Investment Management, IRAs, Securities, Strategic Financial..., Uniform Combined State..., Series 24, Equity Research, Long Term Care Insurance

Education
Stanford University   1961 — 1965
BA, Communications

Wharton School, University of Pennsylvania   1989 — 1991
Securities Industry Institute

Jan-David Jansen, CFP® Jan-David Jansen, CFP® Lake Oswego, Oregon Details
Jan-David Jansen, CFP®'s Umpqua Investments, Inc. Experience July 2004 - March 2010
Job Financial Planner at Martin Nelson & Co., Inc
Industry Financial Services
Experience
Martin Nelson & Co., Inc   January 2014 - Present
AKT Wealth Advisors, LP   November 2010 - June 2012
Westside Christian High School  October 2007 - February 2011
Umpqua Investments, Inc.   July 2004 - March 2010

Skills
Asset Allocation, Strategic Financial..., Estate Planning, Investments, 401k, Finance, Retirement Planning, Wealth Management, Investment Management, Series 7, Investment Strategies, Asset Management, Mutual Funds, Financial Advisory, Portfolio Management, Fixed Annuities, Financial Planners, Insurance, Nonprofits, Financial Services, Wealth, Financial Planning

Education
University of Portland   2005 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services

Seattle Pacific University - School of Business and Economics   2000 — 2004
BA, Business Finance

Westside Christian High School   1996 — 2000

Gregory Dostert Gregory Dostert Kihei, Hawaii Details
Gregory Dostert's Umpqua Investments, Inc. Experience May 2009 - April 2011
Job Independent Consultant
Industry Management Consulting
Experience
Self Employed  April 2013 - Present
Ameriprise Financial Services, Inc.   April 2011 - April 2013
Umpqua Investments, Inc.   May 2009 - April 2011
UBS Wealth Management  1995 - 2009
Kidder Peabody & Co.   February 1990 - January 1995

Skills
Series 7, Wealth Management..., Asset Allocation, Banking, Equities, Mutual Funds, Strategic Financial..., Business Analysis, Recruiting, Investment Advisory, Team Building, Team Leadership, Project Management, Communication Skills, Series 63, Uniform Combined State..., Financial Advisory, Retirement, Financial Services, Customer Service, Coaching, Financial Planning, Public Speaking, Investments, Leadership, Strategic Planning, Strategy

Education
The University of North Dakota
Bachelor of Science Business Administration, Marketing

Todd Pile Todd Pile Portland, Oregon Details
Todd Pile's Umpqua Investments, Inc. Experience April 2013 - Present
Job Registered Client Associate at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc.   April 2013 - Present
Chase Investment Services  March 2009 - January 2012

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Java

Education
University of Oregon   2004 — 2008
Bachelor of Science (B.S.)

University of Oregon   2004 — 2008
Minor - Business Administration

Trevor J. Looney Trevor J. Looney Portland, Oregon Details
Trevor J. Looney's Umpqua Investments, Inc. Experience January 2007 - 2011
Job Financial Advisor Johnstone Financial Advisors
Industry Financial Services
Experience
Johnstone Financial Advisors   February 2013 - Present
Umpqua Investments, Inc.   January 2007 - 2011
Umpqua Bank  July 2005 - December 2006
Umpqua Bank  November 2003 - July 2005

Skills
Certified Financial..., Credit, Portfolio Management

Education
Lewis and Clark College   1999 — 2003
Bachelor of Arts (B.A.), Business & Economics

Jeff Kantor Jeff Kantor Portland, Oregon Details
Jeff Kantor's Umpqua Investments, Inc. Experience June 2009 - Present
Job Vice President Investments, Private Wealth Advisor at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc.   June 2009 - Present
Smith Barney  May 2003 - June 2009
Prudential Securities  June 1998 - May 2003

Skills
Retirement Planning, Wealth Management, Series 7, Life Insurance, Variable Annuities, Mutual Funds, Separately Managed..., Qualified Retirement..., Investments, Stocks, Bonds

Education
University of Oregon   1986 — 1989
Bachelor of Science (B.S.), Finance

Shawny Le Shawny Le Hayden, Idaho Details
Shawny Le's Umpqua Investments, Inc. Experience July 2015 - Present
Job Registered Client Associate at Umpqua Investments, Inc.
Industry Printing
Experience
Umpqua Investments, Inc.   July 2015 - Present
Coeur d'Alene Galleries   February 2006 - Present
Pennaluna & Company   February 2013 - July 2015
Digital Lizard  May 2012 - February 2013
Coeur d'Alene Resort  September 2011 - May 2012
Culver Careers  2002 - 2006

Skills
Marketing, Account Management, Cold Calling, New Business Development, Selling, Lead Generation, B2B, Salesforce.com, Direct Sales, Digital Printing

Education
Pepperdine University   1998 — 2001
Business, Administration

Phil Schaller Phil Schaller Seattle, Washington Details
Phil Schaller's Umpqua Investments, Inc. Experience September 2007 - May 2008
Job Business Development Executive
Industry Investment Management
Experience
PitchBook Data  April 2015 - Present
Eldorado Trading Group  July 2013 - April 2015
Eldorado Trading Group  June 2009 - July 2013
Eldorado Trading Group  May 2008 - June 2009
Umpqua Investments, Inc.   September 2007 - May 2008
Umpqua Investments, Inc.   May 2006 - September 2007

Skills
Management, Marketing, Financial Analysis, Microsoft Office, Customer Service, Social Media, Equities, Sales, Public Speaking, Fixed Income, Bloomberg, Derivatives, Trading

Education
University of Colorado Boulder   2002 — 2006
Finance

Griffith University   2005 — 2005
Sport Management, Finance, Tourism

Ken Oliphant Ken Oliphant Portland, Oregon Area Details
Ken Oliphant's Umpqua Investments, Inc. Experience 2006 - Present
Job Vice President, Senior Financial Advisor at Umpqua Investments
Industry Financial Services
Experience
Umpqua Investments, Inc.   2006 - Present
Piper Jaffray  1997 - 2006

Education
Arizona State University, W. P. Carey School of Business   1974 — 1977
Master of Business Administration (MBA), Marketing and Advertising, 3.5/4.0

Arizona State University   1970 — 1973
Bachelor of Science (BS), Marketing

richard cunningham, CFA richard cunningham, CFA San Francisco Bay Area Details
richard cunningham, CFA's Umpqua Investments, Inc. Experience April 2014 - Present
Job Private Wealth Advisor at Umpqua Investments, Inc.
Industry Investment Management
Experience
Umpqua Investments, Inc.   April 2014 - Present
Opes Advisors  April 2012 - April 2014
Morgan Stanley  June 2010 - May 2012
comerica bank  April 2006 - June 2010

Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management

Education
University of North Texas   1986 — 1988
MBA, Finance/Accounting

University of Leeds   1982 — 1986
BA Hons, Finance / Marketing