Rob Stephens Email & Phone

Founder @ CFO Perspective

Adjunct Instructor @ Gonzaga University - School of Business Administration

SVP of Finance @ Numerica Credit Union

VP of Finance @ Numerica Credit Union

Director of Operations @ Washington Trust Bank

Senior Financial Analyst @ Washington Trust Bank

CFO @ bankcda

CFO @ Bank of Fairfield

CFO @ CHAS Health

Controller @ Community Health Association of Spokane

Staff Accountant @ EY

2016 - 2018 Masters in Personal Financial Planning and Graduate Certificate in Financial Therapy @ Kansas State University

1992 - 1995 Bachelor of Arts in Business Administration @ University of Washington, Michael G. Foster School of Business

Loans, Banking, Cash Management, Microsoft Excel, Strategic Planning, Commercial Lending, Credit Analysis, Process Improvement, Retail Banking, Credit, Commercial Banking, Financial Analysis, Consumer Lending, Mortgage Lending, Risk Management, Portfolio Management, Small Business Lending, Lines Of Credit, Treasury Management, Underwriting, Loan Origination, Financial Risk, Credit Risk, Refinance, Strategic Financial Planning, Commercial Mortgages, Cash Flow, Credit Unions, Residential Mortgages, Financial Modeling, Wealth Management, Home Equity Loans, Finance, Due Diligence, Financial Institutions, Financial Reporting, Asset Management, Real Estate Economics, Mortgage Banking, Managerial Finance, Investments, Auditing, Relationship Management, Accounting, Payments, Branch Management, Enterprise Risk Management, Small Business, Insurance, Internal Controls, Enterprise Risk, Research, Strategic Financial, Microsoft Office, Sales

Rob Stephens, based in Spokane, WA, US, is currently a Founder at CFO Perspective. Rob Stephens brings experience from previous roles at Gonzaga University - School of Business Administration, Numerica Credit Union, Numerica Credit Union, Washington Trust Bank, Washington Trust Bank, bankcda, Bank of Fairfield, CHAS Health, Community Health Association of Spokane, EY. Rob Stephens holds various educational qualifications including Masters in Personal Financial Planning and Graduate Certificate in Financial Therapy in Financial Planning and Services (2016 - 2018) from Kansas State University. With a robust skill set that includes Loans, Banking, Cash Management, Microsoft Excel, Strategic Planning, Rob Stephens demonstrates proficiency in a wide range of areas.