Rod Cole

Vice President, Senior Private Client Advisor, Wealth Management Group at Bank of the West

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Port Townsend, Washington, United States

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Timeline
About me
Branch Manager
Education
- Associated Technical Collage - Miami
  1984 - 1986
  Associate's degree Business Management
  Business Management
Experience
- Bank of the West
  Feb 2006 - Jul 2015
  Vice President, Senior Private Client Advisor, Wealth Management Group at Bank of the West
  LICENSES AND CERTIFICATIONS:Series 7 – Series 63 & 65 – Life and Health Insurance – NMLS – Notary PublicDedicated to the growth and preservation of my clients' overall financial health.Providing proactive financial planning services through investments, insurance products, trust services and credit strategies.Working collaboratively with six retail offices in the Portland metropolitan area and seven additional branches in the Boise, Idaho market.Providing product training and partnering with the Business Banking and Insurance groups as well as mortgage representatives to expand and deepen the overall client experience. Show less
- CUSO Financial Services, LP
  Jul 2015 - Jul 2019
  Financial Advisor
  Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (MemberFINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are notguarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives areregistered through CFS. (‘The Credit Union’ OR ‘Credit Union Name’) has contracted with CFS to make non-deposit investment products and servicesavailable to credit union members. Show less
- Umpqua Bank
  Mar 2017 - now
  Branch Manager
- Columbia Bank
  May 2017 - Dec 2024
  I am a personal banker at Columbia Bank with 20+ years in the banking industry. A native of Oregon and a long-time Portland area resident, my passion for building relationships becomes evident when seeing the growth and success of my clients’ businesses. While anyone can perform banking transactions, I apply my previous business management and experiences as a business owner to enrich the personal approach taken with each of my clients. By taking time to understand the business owner’s unique circumstances I am able to become the trusted advisor for all of their financial needs. Show less
  - AVP - Branch Manager
    Jul 2019 - Dec 2024
  - Personal Banker
    May 2017 - Jul 2019
Licenses & Certifications
- State of Oregon Life, Health Insurance License
  Oregon Department of Consumer & Business Services Insurance Division
  Jan 2015
- Series 63 License
  Financial Industry Regulatory Authority (FINRA)
  Aug 2014
- Series 65 License
  Financial Industry Regulatory Authority (FINRA)
  Aug 2014
- Series 7 Securities License
  Financial Industry Regulatory Authority (FINRA)
  Apr 2014
Volunteer Experience
- Member
  Issued by North Clackamas Chamber of Commerce on Jan 2001
  Associated with Rod Cole
- Member & Past Treasurer 2005 - 2009
  Issued by Milwaukie Covenant Church on Jan 1994
  Associated with Rod Cole
- Member
  Issued by Clackamas Sunrise Rotary on Jan 2018
  Associated with Rod Cole
- Member
  Issued by Clackamas Sunrise Rotary on Jan 2018
  Associated with Rod Cole
- Board Member
  Issued by Gladstone School District 115 on Jul 2006
  Associated with Rod Cole
- Board Member
  Issued by Gladstone Education Foundation, Board of Directors on Jul 2002
  Associated with Rod Cole
- Board Member - Treasurer
  Issued by West Linn Chamber of Commerce on Jan 2007
  Associated with Rod Cole
- Member - Past Treasurer
  Issued by Gladstone and Wilsonville Rotary on Jan 2001
  Associated with Rod Cole