Amy Stahl
Vice President, Private Client Advisor @Columbia Trust Company
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WORK HISTORY
Vice President, Private Client Advisor @Columbia Trust Company
Speak to a broad knowledge of wealth management principles and estate planning strategies• Deepen existing relationships and develop new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions • Focus on high and ultra high net worth individuals, non profits, and fiduciary relationships to identify, close, and deepen client relationships • Use a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships • Leads the team-based service model, ensuring delivery of the bank’s client experience • Work in collaboration with internal and external partners to identify new clients and prospects who may benefit from the broad range of bank services
EDUCATION
University of Oregon
Bachelor's of Science, Business Administration
George Fox University
Master of Business Administration (MBA), Masters of Business Administration
CIMBA
Business Administration and Management, General
SKILLS
ABOUT AMY STAHL
I am a leader with a passion for taking on special projects that drive meaningful change…
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