The Trust Company of Oklahoma
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The Trust Company of Oklahoma Employees
NextGear Capital February 2015 - Present
The Trust Company of Oklahoma October 2013 - February 2015
Springleaf Financial Services January 2006 - May 2013
First Omni Mortgage Lending January 2005 - July 2005
Premier Locations - U.S. Cellular National Agent March 2002 - December 2004
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Banking, Mortgage Banking, Retail Banking, Credit Risk, Branch Management, Refinance, Residential Mortgages, Cross Selling, Lines Of Credit, Cash Management, Life Insurance, Loan Servicing, Loss Mitigation, New Business Development, Underwriting, Microsoft Office, Analysis, Finance, Microsoft Excel, Insurance, Customer Service, Management, Sales, Leadership, Budgets
Education
Oklahoma State University 2013 — 2014
Bachelor's degree, Accounting
Oklahoma State University 2000 — 2004
Bachelor's degree, Finance, General
Bank of Oklahoma August 2015 - Present
The Trust Company of Oklahoma March 2010 - July 2015
Bank of Oklahoma March 2008 - March 2010
Skills
Wealth Management, Financial Planning, Insurance, Financial Services, Investments, Portfolio Management, Asset Management, Retirement Planning, Mutual Funds, Financial Analysis, Asset Allocation, Securities, Banking, Finance, Trusts, Risk Management, Estate Planning
Education
Arkansas State University
Bachelor of Science (BS), Corporate Finance
University of Arkansas at Fayetteville
Independent Professional Petrolem Landman April 2015 - Present
Joshi Oil & Gas, a division of Joshi Technolgies International, Inc. April 2014 - April 2015
Winters & Winters LLC January 2013 - April 2014
Samson October 2006 - December 2012
The Trust Company of Oklahoma 1998 - 2006
Skills
Energy Industry, Gas, Natural Gas, Petroleum, Leases, Oil/Gas, Lease Negotiations, Lease Administration, Title Opinions, Title Clearing, Title Searches, Professional Ethics, Negotiation, Management, Contract Management, Drilling, Mineral Rights, Division Orders, Titles, Minerals, Contract Negotiation, Onshore, Due Diligence, Operating Agreements, Oil & Gas Industry, Oil Exploration, Land Acquisition, Organization Skills, Divestitures, Contract preparation, Communication, Oil, Completion, Abstracting, Chain of Title, Land Administration, Supervisory Skills, Field Development, Downstream Oil, Reserves, Oil Industry, Training, New Ventures, Directional Drilling, Surface, Wealth Management, Petroleum Geology, ArcGIS, Shale, BOLO
Education
Tulsa Nathan Hale High School
High School
University of Oklahoma
BBA, Business-Marketing
The Trust Company of Oklahoma May 1997 - Present
KPMG Peat Marwick May 1993 - May 1997
Arthur Andersen June 1988 - August 1991
Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Financial Analysis, Financial Markets, Financial Advisory, Investment Management, 401k, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Valuation, Finance, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Fund Of Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Equity, Retirement Planning, Risk Management, Securities, Strategic Financial..., Trading, Valuation, Venture Capital, Wealth Management...
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Southern Methodist University 1983 — 1988
BBA, Finance & Accounting
O'Connell High School 1979 — 1983
The Trust Company of Oklahoma April 2013 - Present
ONEOK October 2011 - April 2013
CommunityCare HMO, Inc. June 2008 - October 2011
Family Safety Center (DVIS) January 2006 - June 2008
Skills
Employee Benefits, Human Resources, Deferred Compensation, New Hire Orientations, FMLA, Management, Payroll, Employee Relations, Benefits Administration, Policy, HRIS, COBRA, Onboarding, Recruiting, Workers Compensation, Performance Appraisal, Open Enrollment, HR Policies, Team Building, Job Descriptions, HR Consulting, Interviews, Employee Handbooks, Health Insurance, Auditing, Training, ADP Payroll, Screening Resumes, 401k, Exit Interviews, Employee Training, Leadership Development, Oracle HR, Defined Benefit, Customer Service, Defined Contribution, ERISA, Nondiscrimination..., Form 5500 preparation, Compliance Testing, Health & Welfare..., Qualified Retirement...
Education
University of Oklahoma 2008 — 2011
MPA, Public Administration
The University of Kansas 2001 — 2005
Bachelor of Arts, Political Science, Spanish and French
Bishop Kelley High School 1997 — 2001
High School Diploma
The Trust Company of Oklahoma September 2013 - Present
Michael Hopper Educational Services December 2009 - January 2015
Northwestern Mutual August 2011 - August 2013
Northwestern Mutual 2007 - August 2013
Northwestern Mutual May 2005 - December 2009
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Training, Mutual Funds, Life Insurance, Disability Insurance, Fixed Annuities, Management, Customer Service, Microsoft Office, Financial Planning, Financial Analysis, Leadership, Finance, Wealth Management
Education
University of Oklahoma 2006 — 2009
B.B.A., Economics
University of Tulsa 2000 — 2001
The Trust Company of Oklahoma November 2014 - Present
The Trust Company of Oklahoma November 2012 - October 2014
The Trust Company of Oklahoma March 2011 - October 2012
Arvest Bank October 2000 - March 2011
Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Investments, Credit Analysis, Portfolio Management, Banking, Consumer Lending, Cash Management, Loans, Outlook, Finance, Credit, Commercial Lending, Wealth Management, Commercial Banking, Underwriting, Microsoft Excel, Credit Risk, Customer Service, Loan Origination, Risk Management, Small Business Lending, Retail Banking, Mortgage Lending
Education
University of Central Oklahoma 2003 — 2007
Bachelor, Finance
Austin Management Company January 2011 - Present
The Trust Company of Oklahoma May 2005 - January 2011
Bank One 1996 - 2000
Skills
Banking, Tax Preparation, Financial Analysis, Portfolio Management, Asset Management, Strategic Planning, Investments, Turbo Tax, Paychex, Team Building, Research, Public Speaking
Education
Mid America Christian University 2009 — 2011
BBA, Business Management & Ethics
Hillsdale Free Will Baptist College 1990 — 1992
Associates, Business