Donna Huntsman Joins Umpqua Bank to Lead Newly Formed Private Banking Division.Community Bank to Expand Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , Investments and Trust Services PORTLAND, Ore. -- Donna Huntsman has joined Umpqua Bank, a subsidiary of Umpqua Holdings Corp. (NASDAQ NASDAQ in full National Association of Securities Dealers Automated Quotations U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on : UMPQ), as senior vice president of private banking. Huntsman, who most recently served as senior vice president and financial advisor for Key Private Bank, brings more than 32 years of banking and financial advising experience to Umpqua. She is charged with developing and overseeing all aspects of Umpqua's newly formed private bank, including the integration of financial planning, investments and trusts. The private bank is part of Umpqua's wealth management division which was launched in early 2009. "Donna's vast client service and financial advising expertise is a tremendous asset to Umpqua Bank and our customers," said Kelly Johnson, executive vice president of wealth management for Umpqua Bank. "She understands the needs of our clients and has the depth of experience to establish Umpqua Bank as the region's leading private bank." Umpqua's private bank provides tailored financial services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. and products to customers with more than $1 million in investable assets and will work in tandem Adv. 1. in tandem - one behind the other; "ride tandem on a bicycle built for two"; "riding horses down the path in tandem" tandem with the bank's affiliate retail brokerage, Umpqua Investments. "Umpqua Bank's private bank is uniquely positioned to offer high touch banking products and investment services that have historically been limited to larger national institutions," said Johnson. "As a community bank, Umpqua is equipped to offer these services at a much more intimate level for our clients, while providing the reliability, accessibility and returns our clients expect." About Donna Huntsman Before joining Umpqua Bank, Huntsman worked her way through the ranks of Key Bank where she held positions ranging from commercial loan officer to senior vice president/relationship manager and financial advisor. Throughout her career she has assisted affluent clients in growing, protecting, preserving and transferring their wealth. A fourth generation Oregonian, Huntsman attended the University of Oregon The University of Oregon is a public university located in Eugene, Oregon. The university was founded in 1876, graduating its first class two years later. The University of Oregon is one of 60 members of the Association of American Universities. , earned a graduate degree from Pacific Coast Banking School at the University of Washington and has series seven and 66 securities licenses as well as an insurance license. She is an active member of Portland Center Stage, where she currently sits on the board and previously served as the board chair. She also actively supports and has served on the boards of BodyVox, Northwest Business for Culture and Arts and the YWCA YWCA abbr. Young Women's Christian Association YWCA n abbr (= Young Women's Christian Association) → Asociación f de Jóvenes Cristianas YWCA of Greater Portland. Huntsman reports to Kelly Johnson, executive vice president of wealth management for Umpqua Bank and is based in Portland, Ore. About Umpqua Bank Umpqua Bank, headquartered in Roseburg, Ore., is a subsidiary of Umpqua Holdings Corporation Umpqua Holdings Corporation (NASDAQ: UMPQ) is a financial holding company that has two principal operating subsidiaries, Umpqua Bank (the Bank), and Strand, Atkinson, Williams and York, Inc. (Strand). (NASDAQ: UMPQ) and has 150 locations between Napa, Calif. and Bellevue, Wash., along the Oregon and Northern California Northern California, sometimes referred to as NorCal, is the northern portion of the U.S. state of California. The region contains the San Francisco Bay Area, the state capital, Sacramento; as well as the substantial natural beauty of the redwood forests, the northern Coast and in both Central California and Central Oregon. Umpqua Bank has been recognized for its innovative customer experience and banking strategy by national publications including the Wall Street Journal, New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of Times, BusinessWeek, Fast Company and CNBC CNBC Center for the Neural Basis of Cognition (artificial intelligence) CNBC Consumer News and Business Channel CNBC Congress of National Black Churches, Inc. . The company has been recognized for the past three years in a row on FORTUNE magazine's list of the country's "100 Best Companies To Work For." Umpqua Holdings also owns retail brokerage subsidiary Umpqua Investments, which has locations in Umpqua Bank stores and in dedicated offices throughout Oregon. Umpqua Bank's Private Client Services Division provides tailored financial services and products to individual customers. Umpqua Holdings Corporation is headquartered in Portland, Ore. For more information, visit http://www.umpquabank.com/. |
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