Stephen Poole

About Stephen Poole

Financial Advisors offer securities through Raymond JamesFinancial Services, Inc. Member FINRA/SIPC and securities arenot insured by credit union insurance, the NCUA or any othergovernment agency, are not deposits or obligations of thecredit union, are not guaranteed by the credit union, and aresubject to risks, including the possible loss of principal.Raymond James is not affiliated with First Technology FederalCredit Union or Addison Avenue Investment Services.Investment advisory services offered through Raymond JamesFinancial Services Advisors. First Tech Federal Credit Union andAddison Avenue Investment Services are not registeredbroker/dealers and are independent of Raymond JamesFinancial Services, Inc.For important disclosure information, please see “Social MediaDisclosure” link in the “Contact Info” section.

Experience

1. Senior Vice President, Program Director

   Addison Avenue Investment Services

   Jun 2025 — Present · Hillsboro, OR, US

Education

• University of California, Berkeley Extension

  Certificate, Project Management

• Boston University

  Certificate in Financial Planning

  2012 — 2013

• University of Hawaii at Manoa

  Bachelor of Arts, Political Science

Skills

• Financial Planning
• Investment Advisory
• Series 66
• Trading
• Portfolio Management
• Program Management
• Finance
• Customer Relationship Management (Crm)
• Problem Solving
• Business Process Improvement
• Business Planning
• Series 24
• Change Management
• Project Planning
• Business Strategy
• Supervisory Skills
• Salesforce.com
• Wealth Accumulation
• Project Management
• Process Engineering
• Strategic Financial Planning
• Mutual Funds
• Wholesaler
• Risk Management
• Investments
• Series 7
• Compliance
• Training
• Microsoft Office
• Personal Financial Planning
• Wealth Management
• Customer Relations
• Relationship Management
• Financial Advisory
• Uniform Combined State Law
• Requirements Analysis
• Building Relationships
• Process Improvement
• Financial Services