Jim Stephens

Jim Stephens is an accomplished financial professional currently serving as the Vice President and Private Client Relationship Manager at Maps Credit Union, where expertise is applied in managing high-net-worth members with complex financial needs. Prior experience includes the role of Vice President and Private Banker at U.S. Bank Private Wealth Management, providing tailored financial strategies for personal and business clients, and a significant tenure at Umpqua Bank, where Jim held multiple roles advancing from Assistant Branch Manager to Vice President, specializing in holistic banking and wealth management for high-net-worth clients. Jim's educational background includes an Executive Certificate in Financial Planning from the University of Portland, and a Bachelor's degree in Philosophy and Political Science from the University of Oregon, complemented by attendance at Pacific Coast Banking School. Additionally, Jim is recognized for participation in Leadership Portland, aimed at developing community leaders.