Our Team
Jennifer Adelblue - Portland, ORAVP Accounting Specialist
Heather Anderson - Portland, ORAVP Operations Principal
John Bacialli - Portland, ORVP Investments, Sales Manager
Whitney Bradshaw - Kennewick, WAClient Service Assistant
Ryan Brown - Portland, OROperations Manager
Tera Brown - Portland, ORAdministrative Manager
Missy Burton - Portland, ORAccounting Specialist
Nancy Cosby - Portland, ORReceptionist
Ginny Davis - Medford, ORRegistered Client Associate
Amanda Dodson - Medford, ORRegistered Client Associate
Vince Evans - Beaverton, ORRegistered Client Associate
Sherrie Kerr - Portland, ORVP Supervision
Melissa Kiser - Lake Oswego, ORRegistered Client Associate
Kevin McShane - Portland, ORInvestment Associate
Lee Melvin - Portland, ORAssistant Bond Trader
Pamela Oishi - Portland, ORRegistered Client Associate
Kathy Rasmussen - Portland, ORAVP Compliance
Colleen Schriever - Portland, ORRegistered Client Associate
Jenny Staggenborg - Portland, ORVP FinOp
Harry Striplin - Portland, ORSVP Chief Compliance Officer
Jeani Winterbourne - Portland, ORPresident & CEO
Audra Wooten - Portland, ORAccounting Specialist
Interested in joining us?Learn more about current career opportunities, or call us at: 800.452.1929. To find an advisor near you, please stop by one of our local offices or visit our advisor directory. |
Contact Info
One SW Columbia Street, Suite 300
OR 97258
Phone: 503-226-7000 or 800-452-1929
Additional Pages
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LocationsMore InfoOregon
California
Washington
The SEC has recently adopted Rule 606, which requires all brokerage firms to make publicly available, reports on their order routing practices. In accordance with Rule 606, Umpqua Investments’ order routing statistics are available by clicking here. When asked to enter the broker name, enter Umpqua Investments using no punctuation. 2016 Umpqua Investments | Member FINRA
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Umpqua Investments, Inc., is an affiliated company of Umpqua Bank. Umpqua Investments Inc., is not a bank. Securities, managed investments, insurance products and wealth management services are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Bank and Umpqua Investments, Inc., share revenue in certain instances. Securities, managed investments and insurance products are: · NOT A BANK DEPOSIT · NOT FDIC INSURED · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · NOT BANK GUARANTEED · and MAY GO DOWN IN VALUE.
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