Jacquelynne Bohlen
Investor Relations Contact chez Umpqua Bank
Profil
Jacquelynne Bohlen is currently the Head-Investor Relations at Umpqua Bank since 2021.
Prior to this, she worked at Keefe, Bruyette & Woods, Inc. as a Managing Director & Equity Research Analyst from 2003 to 2021.
She also worked as an Investor Relations Contact at Umpqua Holdings Corp.
Her education includes an undergraduate degree from the University of California, Santa Barbara in 2001.
Postes actifs de Jacquelynne Bohlen
| Sociétés | Poste | Début |
|---|---|---|
Umpqua Bank
 Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Investor Relations Contact | 07/09/2021 |
Anciens postes connus de Jacquelynne Bohlen
| Sociétés | Poste | Fin |
|---|---|---|
Umpqua Holdings Corp.
 Umpqua Holdings Corp. Regional BanksFinance Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is headquartered in Portland, OR. | Investor Relations Contact | 28/02/2023 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Analyst-Equity | 01/09/2021 |
Formation de Jacquelynne Bohlen
| University of California, Santa Barbara | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Umpqua Bank
Umpqua Bank Regional BanksFinance Umpqua Bank provides personal and business banking solutions. The firm's service include savings, money markets, online banking and billpay, mobile banking, debit card, and overdraft services. It also offers home loans, express deposits, fraud prevention, merchant and overdraft services. The company was founded in 1953 and is headquartered in Spokane, WA. | Finance |
Umpqua Holdings Corp.
Umpqua Holdings Corp. Regional BanksFinance Umpqua Holdings Corp. operates as a bank holding company, which provides banking and financial services. The firm operates through the following segments: Wholesale Bank, Wealth Management, Retail Bank and Home Lending. The Wholesale Bank segment includes lending, treasury and cash management services and customer risk management products to middle market corporate, commercial and business banking customers and the operations of FinPac. The Wealth Management segment consists of the operations of Umpqua Investments, which offers retail brokerage and investment advisory services and products to its clients who consist primarily of individual investors, and Umpqua private bank, which serves high net worth individuals with liquid investable assets and provides customized financial solutions and offerings. The Retail Bank segment includes retail lending and deposit services for customers served through the Bank's store network. The Home Lending segment operates as a division of the Bank, originates, sells and services residential mortgage loans. It also offers loans, checking, overdraft services, debit cards, online banking and credit cards. The company was founded in March 1999 and is headquartered in Portland, OR. | Finance |
