Betsy Stumme

Executive Vice President, Customer Experience & Operational Efficiency at The Partners Group

Betsy Stumme has a diverse work experience spanning several companies and roles. Betsy is currently working at The Partners Group as the Executive Vice President of Customer Experience & Operational Efficiency. Prior to that, they were the Managing Director of Operations at the same company. Before joining The Partners Group, Betsy worked at Kalispell Consulting Group as a Strategy & Business Transformation Consultant. Betsy also has extensive experience at LPL Financial, where they held various leadership positions including Senior Vice President of Business Management, Senior Vice President of Business Technology Services, and Vice President of Service and Operations. Betsy started their career at Bank of America Investment Services as an Assistant Vice President of Operations, and they also worked as an Operations Specialist at Franklin Templeton Investments. With their background in operations, strategy, and business transformation, Betsy has acquired a wide range of skills and expertise in driving organizational growth and efficiency.

Betsy Stumme holds a Bachelor of Arts (BA) degree from Smith College, with a double major in Economics and Psychology. In addition to their degree, they have obtained certifications such as the Prosci® Certified Change Practitioner from Prosci in April 2019. Betsy also possesses FINRA Series 6, 7, 24, 27, and 63 certifications, although it is unclear when they obtained them or if they are currently active.

Location

Portland, United States

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The Partners Group

Through our consulting, insurance, and financial services, The Partners Group has been making a difference in our local communities since 1981. We’re a partner that helps individuals and businesses solve problems and grow by building custom strategies that discover, protect, and enhance the future. Being a true partner means creating solutions that are a win for all. It means investing in relationships and always seeking to learn more. We ask a lot of questions, and we listen hard to your answers. We also believe in having fun! We balance hard work with laughter, and at the end of the day, we do what we say we’re going to do. As one of the largest independent firms in the Northwest, it also means being your single resource. We offer the One Partner Advantage. Choose a trusted team that understands how your insurance and financial needs fit into your plan. We provide strategic long-term solutions to build up and safeguard your future. Advisory services offered through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor and a wholly owned subsidiary of The Partners Group, LLC.


Employees

51-200

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