Lori Nutter, CTP

Financial Advisor

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Spokane, Washington, United States

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Timeline
About me
Director of Treasury Management and Merchant Services
Education
- Western Governors University
  2012 - 2016
  Bachelor of Science (B.S.) BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
  Graduated March 2016
- Wenatchee Valley College
  2007 - 2008
  Associate of Arts (A.A.) Business/Commerce, General
Experience
- Stifel Financial Corp.
  Mar 2011 - Feb 2013
  Financial Advisor
- Banner Bank
  Jan 2013 - Jan 2013
  Relationship Manager
- Banner Bank
  Feb 2013 - Jun 2013
  Business Relationship Manager
- Key Investments
  Jul 2013 - Oct 2014
  Financial Advisor
- Stifel Financial Corp.
  Oct 2014 - Apr 2015
  Financial Advisor
  Investments Plans, Retirement Planning, Estate Planning
- U.S. Bank
  Apr 2015 - Apr 2017
  Branch Sales Manager
  Oversee the day to day operations and sales goals of a local Spokane Branch. Manage a staff of 5 employees. Individual sales in business and consumer lending, Treasury Management sales, credit cards and Merchant Services.
- Umpqua Bank
  Apr 2017 - May 2023
  Consult with clients on how to optimize their working capital cycle for efficiency gains and greater return. I pride myself in customer focused consulting rather than bank focused.
  - Senior Treasury Management Sales Consultant
    Apr 2017 - May 2023
  - Treasury Management
    Apr 2017 - May 2023
- STCU
  Mar 2023 - now
  Lead a team of Cash Management Consultant for a growing Credit Union, STCU.
  - Director of Treasury Management and Merchant Services
    Aug 2024 - now
  - Cash Management Sales Manager
    Mar 2023 - Aug 2024
Licenses & Certifications
- Certified Treasury Professional
  Association for Financial Professionals
  Jul 2020
  View certificate