Arvest Asset Management
Arvest Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Arvest Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Arvest Asset Management Salaries. You can even request information on how much does Arvest Asset Management pay if you want to. Learn about salaries, pros and cons of working for Arvest Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
65 Arvest Asset Management employees in database. Find out everything there's to know about Arvest Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Arvest Asset Management Employees
Employee
Years
Job
Industry
Jordianna Davis Jordianna Davis's Arvest Asset Management Experience July 2015 - Present
Job Analyst/Project Manager
Industry Retail
Experience
Arvest Asset Management July 2015 - Present
Walmart July 2014 - July 2015
CROSSMARK October 2013 - May 2014
Walmart April 2010 - February 2013
JB Hunt Transport Services, Inc. March 2007 - April 2010
University of Arkansas October 2004 - March 2007
Skills
Accounts Payable, Accounting, Forecasting, Financial Reporting, SQL, Microsoft Excel, Microsoft Access, Retail Link, Project Management, SAP ERP, Microsoft Word, Management, PowerPoint, Retail, Business Analysis, Team Leadership, Accounts Receivable, Connect Share Point..., Customer Service, Visio, Database Administration
Education
University of Arkansas 2004 — 2006
Master's degree, Operations Management, 3.6
Grambling State University 2000 — 2004
Bachelor's degree, Accounting, 3.6
Arvest Asset Management July 2015 - Present
Walmart July 2014 - July 2015
CROSSMARK October 2013 - May 2014
Walmart April 2010 - February 2013
JB Hunt Transport Services, Inc. March 2007 - April 2010
University of Arkansas October 2004 - March 2007
Skills
Accounts Payable, Accounting, Forecasting, Financial Reporting, SQL, Microsoft Excel, Microsoft Access, Retail Link, Project Management, SAP ERP, Microsoft Word, Management, PowerPoint, Retail, Business Analysis, Team Leadership, Accounts Receivable, Connect Share Point..., Customer Service, Visio, Database Administration
Education
University of Arkansas 2004 — 2006
Master's degree, Operations Management, 3.6
Grambling State University 2000 — 2004
Bachelor's degree, Accounting, 3.6
NP Phan NP Phan's Arvest Asset Management Experience May 2015 - Present
Job Energy and Utility Research Analyst at Rebsamen Trust Fund
Industry Financial Services
Experience
Rebsamen Trust Fund August 2015 - Present
Arvest Asset Management May 2015 - Present
Garrison Financial Institute February 2015 - May 2015
University of Arkansas August 2013 - May 2015
LeChat Studio September 2009 - August 2014
Green Nature Development JSC June 2013 - August 2013
Skills
Management, Finance, Investments, Leadership, Data Analysis, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, Social Networking, PowerPoint, Microsoft Word, Teamwork, Time Management, Social Media, Customer Service, Research, Communication, Fundraising, Facebook, Teaching, Public Relations, Editing, Sales, Higher Education, Marketing, Analysis, Financial Analysis, Team Leadership
Education
University of Arkansas at Fayetteville 2012 — 2016
Bachelor of Business Administration (BBA), Finance Management and Investment, Accounting, 3.77
Rebsamen Trust Fund August 2015 - Present
Arvest Asset Management May 2015 - Present
Garrison Financial Institute February 2015 - May 2015
University of Arkansas August 2013 - May 2015
LeChat Studio September 2009 - August 2014
Green Nature Development JSC June 2013 - August 2013
Skills
Management, Finance, Investments, Leadership, Data Analysis, Event Planning, Public Speaking, Microsoft Office, Microsoft Excel, Social Networking, PowerPoint, Microsoft Word, Teamwork, Time Management, Social Media, Customer Service, Research, Communication, Fundraising, Facebook, Teaching, Public Relations, Editing, Sales, Higher Education, Marketing, Analysis, Financial Analysis, Team Leadership
Education
University of Arkansas at Fayetteville 2012 — 2016
Bachelor of Business Administration (BBA), Finance Management and Investment, Accounting, 3.77
Caleb Smith Caleb Smith's Arvest Asset Management Experience March 2009 - Present
Job Client AdvisorInvestment Specialist at Arvest Asset Management
Industry Investment Management
Experience
Arvest Asset Management March 2009 - Present
Chick-fil-A October 2004 - January 2009
Skills
Investment Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Mutual Funds, ETFs, Stocks, Bonds, Investment Banking, Banking, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities
Education
University of Central Arkansas 2002 — 2007
Bachelor of Arts (B.A.), Writing/English
Arvest Asset Management March 2009 - Present
Chick-fil-A October 2004 - January 2009
Skills
Investment Advisory, Life Insurance, Long Term Care Insurance, Retirement Planning, Mutual Funds, ETFs, Stocks, Bonds, Investment Banking, Banking, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities
Education
University of Central Arkansas 2002 — 2007
Bachelor of Arts (B.A.), Writing/English
Danny Pelton Danny Pelton's Arvest Asset Management Experience October 2013 - Present
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management October 2013 - Present
Investment Professionals, Inc./ Bank of the Ozarks February 2012 - October 2013
Stephens Inc. May 2001 - February 2012
Education
University of Arkansas at Fayetteville 1978 — 1983
BSBA, Finance and Banking
Arvest Asset Management October 2013 - Present
Investment Professionals, Inc./ Bank of the Ozarks February 2012 - October 2013
Stephens Inc. May 2001 - February 2012
Education
University of Arkansas at Fayetteville 1978 — 1983
BSBA, Finance and Banking
David Sager David Sager's Arvest Asset Management Experience January 2006 - November 2006
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2006 - Present
Wachovia Securities, LLC November 2006 - December 2009
A.G. Edwards & Sons, Inc. November 2006 - November 2007
Arvest Asset Management January 2006 - November 2006
Merrill Lynch January 2005 - January 2006
Farmers Insurance & Financial Services April 2001 - January 2005
Education
University of Arkansas 1994 — 1999
Bachelor of Science, Business Administration
Ouachita Baptist University 1992 — 1994
Transfer, Business Administration
Berryville High School 1988 — 1992
Wells Fargo Advisors, LLC November 2006 - Present
Wachovia Securities, LLC November 2006 - December 2009
A.G. Edwards & Sons, Inc. November 2006 - November 2007
Arvest Asset Management January 2006 - November 2006
Merrill Lynch January 2005 - January 2006
Farmers Insurance & Financial Services April 2001 - January 2005
Education
University of Arkansas 1994 — 1999
Bachelor of Science, Business Administration
Ouachita Baptist University 1992 — 1994
Transfer, Business Administration
Berryville High School 1988 — 1992
Skarlett Hildabrand Skarlett Hildabrand's Arvest Asset Management Experience December 1997 - Present
Job Client Advisor Trust Assistant
Industry Investment Management
Experience
Arvest Asset Management December 1997 - Present
Skills
Credit, Loans, Finance, Financial Analysis, Commercial Banking, Team Building, Retail Banking, Wealth Management, Customer Service
Education
Augusta Technical College 1983 — 1984
Real Estate, Real Estate
Cannon Financial Institute
Trust Administration
Arvest Asset Management December 1997 - Present
Skills
Credit, Loans, Finance, Financial Analysis, Commercial Banking, Team Building, Retail Banking, Wealth Management, Customer Service
Education
Augusta Technical College 1983 — 1984
Real Estate, Real Estate
Cannon Financial Institute
Trust Administration
Justin Minges Justin Minges's Arvest Asset Management Experience June 2014 - Present
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management June 2014 - Present
Arvest Bank May 2011 - June 2014
FORUM Credit Union May 2006 - May 2011
Skills
Loans, Banking, Credit, Branch Management, Customer Service, Team Leadership, Entrepreneurship, Bow Ties, Consumer Lending, Leadership Development, Team Building, Fundraising, Commercial Banking, Budgets, Retail Banking, Small Business Lending, Branch Banking
Education
Oklahoma State University 2002 — 2006
B.S., Finance
Deer Creek High School
Arvest Asset Management June 2014 - Present
Arvest Bank May 2011 - June 2014
FORUM Credit Union May 2006 - May 2011
Skills
Loans, Banking, Credit, Branch Management, Customer Service, Team Leadership, Entrepreneurship, Bow Ties, Consumer Lending, Leadership Development, Team Building, Fundraising, Commercial Banking, Budgets, Retail Banking, Small Business Lending, Branch Banking
Education
Oklahoma State University 2002 — 2006
B.S., Finance
Deer Creek High School
Scott Boudreaux Scott Boudreaux's Arvest Asset Management Experience October 2008 - Present
Job Client Advisor at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management October 2008 - Present
Edward Jones August 2000 - October 2008
Community Bank & Trust November 1999 - August 2000
U.S. Bank August 1981 - November 1999
Skills
Financial Analysis, Financial Reporting, Leadership, Internal Controls, Financial Planning, Public Speaking, Management, Banking, Customer Service, Finance, Process Improvement, Risk Management, Team Building
Education
Missouri Southern State University
Bachelor Of Science Business Administration, Economics & Finance
Ozark Christian College
Associate of Biblical Literature
Faith Academy
High School
Arvest Asset Management October 2008 - Present
Edward Jones August 2000 - October 2008
Community Bank & Trust November 1999 - August 2000
U.S. Bank August 1981 - November 1999
Skills
Financial Analysis, Financial Reporting, Leadership, Internal Controls, Financial Planning, Public Speaking, Management, Banking, Customer Service, Finance, Process Improvement, Risk Management, Team Building
Education
Missouri Southern State University
Bachelor Of Science Business Administration, Economics & Finance
Ozark Christian College
Associate of Biblical Literature
Faith Academy
High School
Robert Spears, CTFA®'s Arvest Asset Management Experience August 2006 - January 2012
Job TIAACREF
Industry Investment Management
Experience
TIAA-CREF October 2013 - Present
Kansas State University Foundation January 2012 - October 2013
Arvest Asset Management August 2006 - January 2012
Bank of America Private Bank April 2002 - August 2006
US Bank Institutional Trust & Investments December 1999 - April 2002
Commerce Trust Company August 1996 - December 1999
Skills
CTFA, Series 7 & 66, FINRA, Wealth Management, Retirement Planning, Investments, Asset Management, Philanthropy, Estate Planning, Investment Advisory, Series 7, Higher Education, Fundraising, Planned Giving, Asset Allocation, Wealth Management...
Education
Cannon Financial-Trust School 1997 — 1998
Kansas State University 1989 — 1993
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
TIAA-CREF October 2013 - Present
Kansas State University Foundation January 2012 - October 2013
Arvest Asset Management August 2006 - January 2012
Bank of America Private Bank April 2002 - August 2006
US Bank Institutional Trust & Investments December 1999 - April 2002
Commerce Trust Company August 1996 - December 1999
Skills
CTFA, Series 7 & 66, FINRA, Wealth Management, Retirement Planning, Investments, Asset Management, Philanthropy, Estate Planning, Investment Advisory, Series 7, Higher Education, Fundraising, Planned Giving, Asset Allocation, Wealth Management...
Education
Cannon Financial-Trust School 1997 — 1998
Kansas State University 1989 — 1993
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Eric J. Eidson's Arvest Asset Management Experience February 2015 - Present
Job Associate Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Economics, Investments
Education
University of Arkansas 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Arvest Asset Management February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Economics, Investments
Education
University of Arkansas 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Jason Pinney Jason Pinney's Arvest Asset Management Experience March 2011 - July 2014
Job Partner, Catalyst Financial Group
Industry Investment Management
Experience
Catalyst Financial Group, LLC July 2014 - Present
Arvest Asset Management March 2011 - July 2014
RCB Wealth Management April 2006 - March 2011
Skills
Wealth Management, Financial Planning, Strategic Financial..., Personal Financial..., Investment Advisory, Retirement Planning, Portfolio Management, Investments, Insurance, Mutual Funds, Securities, Equities, Bonds, Series 7, Series 63
Education
University of Oklahoma 1999 — 2002
Bachelor of Arts (BA), Corporate Communications
The American College 2013 — 2016
CFP, ChFC
Catalyst Financial Group, LLC July 2014 - Present
Arvest Asset Management March 2011 - July 2014
RCB Wealth Management April 2006 - March 2011
Skills
Wealth Management, Financial Planning, Strategic Financial..., Personal Financial..., Investment Advisory, Retirement Planning, Portfolio Management, Investments, Insurance, Mutual Funds, Securities, Equities, Bonds, Series 7, Series 63
Education
University of Oklahoma 1999 — 2002
Bachelor of Arts (BA), Corporate Communications
The American College 2013 — 2016
CFP, ChFC
Dewey Klein Dewey Klein's Arvest Asset Management Experience October 2013 - Present
Job Client AdvisorInvestment Specialiet
Industry Financial Services
Experience
Arvest Asset Management October 2013 - Present
Edward Jones April 2013 - October 2013
TECO Energy December 2005 - March 2013
Delmar Systems, Inc. February 2005 - November 2005
US Navy January 1985 - January 2005
Skills
Project Management, SAP, Retirement Planning, Financial Analysis, Investment Strategies, Wealth Preservation..., 401k Rollovers, Financial Services, Strategic Financial..., Series 7, Risk Management, Investments, Insurance, Finance, Retirement, Banking, Asset Management, Financial Planning, Wealth Management, Portfolio Management
Education
University of Central Florida 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Pensacola Junior College 2002 — 2004
Associate of Science (A.S.), Accounting and Finance
Arvest Asset Management October 2013 - Present
Edward Jones April 2013 - October 2013
TECO Energy December 2005 - March 2013
Delmar Systems, Inc. February 2005 - November 2005
US Navy January 1985 - January 2005
Skills
Project Management, SAP, Retirement Planning, Financial Analysis, Investment Strategies, Wealth Preservation..., 401k Rollovers, Financial Services, Strategic Financial..., Series 7, Risk Management, Investments, Insurance, Finance, Retirement, Banking, Asset Management, Financial Planning, Wealth Management, Portfolio Management
Education
University of Central Florida 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Pensacola Junior College 2002 — 2004
Associate of Science (A.S.), Accounting and Finance
Ashley Cutshall's Arvest Asset Management Experience December 2013 - Present
Job Investment Assistant at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management December 2013 - Present
Arvest Bank April 2013 - December 2013
Ashley Cutshall Designs November 2011 - November 2013
North Arkansas College January 2011 - May 2012
Sanctuary Inc November 2010 - February 2011
Underwood's Jewelers January 2010 - April 2010
Avon July 2009 - February 2010
Canvas Corp August 2009 - November 2009
First Federal Bank February 2008 - October 2009
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Customer Satisfaction, Marketing, Leadership, Time Management, Social Networking, Event Planning, Marketing Strategy, Team Building, Strategic Planning
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
CIMBA 2007 — 2007
Study Abroad, Global Consumers
University of Arkansas 2005 — 2009
Bachelor of Science, Business Administration; Marketing
North Arkansas College 2010 — 2011
Associate's of Applied Science, Information Technology/Digital Media
Harrison High School 2002 — 2005
High School Diploma
Arvest Asset Management December 2013 - Present
Arvest Bank April 2013 - December 2013
Ashley Cutshall Designs November 2011 - November 2013
North Arkansas College January 2011 - May 2012
Sanctuary Inc November 2010 - February 2011
Underwood's Jewelers January 2010 - April 2010
Avon July 2009 - February 2010
Canvas Corp August 2009 - November 2009
First Federal Bank February 2008 - October 2009
Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Customer Satisfaction, Marketing, Leadership, Time Management, Social Networking, Event Planning, Marketing Strategy, Team Building, Strategic Planning
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
CIMBA 2007 — 2007
Study Abroad, Global Consumers
University of Arkansas 2005 — 2009
Bachelor of Science, Business Administration; Marketing
North Arkansas College 2010 — 2011
Associate's of Applied Science, Information Technology/Digital Media
Harrison High School 2002 — 2005
High School Diploma
Daniel_Jennifer (Jdaniel) Daniel_Jennifer (Jdaniel)'s Arvest Asset Management Experience July 1999 - August 2000
Job English teacher at Rogers Public Schools
Industry Primary/Secondary Education
Experience
Rogers Public Schools August 2000 - Present
Arvest Asset Management July 1999 - August 2000
Skills
Classroom Management, Literacy, ESL, Lesson Planning, Curriculum Design, Staff Development, Curriculum Development, K-12, Educational Technology, Educational Leadership, Instructional Design, Teacher Training, Differentiated..., RTI, Curriculum Mapping, Classroom
Education
Harding University
Rogers Public Schools August 2000 - Present
Arvest Asset Management July 1999 - August 2000
Skills
Classroom Management, Literacy, ESL, Lesson Planning, Curriculum Design, Staff Development, Curriculum Development, K-12, Educational Technology, Educational Leadership, Instructional Design, Teacher Training, Differentiated..., RTI, Curriculum Mapping, Classroom
Education
Harding University
Amber (Standridge) Shore's Arvest Asset Management Experience May 2014 - Present
Job VP of Marketing; Event Planner; Corporate Trainer; Speaker; Health Nut
Industry Financial Services
Experience
Oklahoma City American Marketing Association July 2015 - Present
Arvest Asset Management May 2014 - Present
Arvest Bank September 2012 - May 2014
Arvest Bank April 2011 - September 2012
Arvest Bank January 2006 - March 2011
Arvest Bank July 2002 - December 2005
Arvest Bank March 1999 - March 2002
Arvest Bank April 1994 - March 1999
Skills
Marketing, Email Marketing, Banking, Customer Service, Social Media, Digital Marketing, Management, Direct Marketing, Sales, Online Marketing, Sales Management, Public Speaking, CRM, Marketing Communications, Marketing Strategy, Team Building, Retail, Strategic Planning, Microsoft Word, Sales Process, Training, Social Media Marketing, PowerPoint, Team Leadership, Microsoft Excel, Leadership, Small Business, Microsoft Office, Coaching, Blogging, Time Management, Advertising, Public Relations, Event Planning, Writing, Copywriting, Problem Solving, Excel, Word, Business Planning, Market Research, Social Networking, Outlook, Integrated Marketing, Business Strategy, B2B, Customer Experience, Strategy
Education
Rose State College 1994 — 1996
Oklahoma City American Marketing Association July 2015 - Present
Arvest Asset Management May 2014 - Present
Arvest Bank September 2012 - May 2014
Arvest Bank April 2011 - September 2012
Arvest Bank January 2006 - March 2011
Arvest Bank July 2002 - December 2005
Arvest Bank March 1999 - March 2002
Arvest Bank April 1994 - March 1999
Skills
Marketing, Email Marketing, Banking, Customer Service, Social Media, Digital Marketing, Management, Direct Marketing, Sales, Online Marketing, Sales Management, Public Speaking, CRM, Marketing Communications, Marketing Strategy, Team Building, Retail, Strategic Planning, Microsoft Word, Sales Process, Training, Social Media Marketing, PowerPoint, Team Leadership, Microsoft Excel, Leadership, Small Business, Microsoft Office, Coaching, Blogging, Time Management, Advertising, Public Relations, Event Planning, Writing, Copywriting, Problem Solving, Excel, Word, Business Planning, Market Research, Social Networking, Outlook, Integrated Marketing, Business Strategy, B2B, Customer Experience, Strategy
Education
Rose State College 1994 — 1996
Bill Rath's Arvest Asset Management Experience October 1999 - December 2000
Job Project Coordinator at ICF International
Industry Capital Markets
Experience
ICF International January 2015 - Present
Apache Corporation September 2011 - December 2014
GE Capital Americas June 2003 - May 2011
KXOJ Radio, Inc February 2002 - November 2002
The Wallis Group Advertising Agency January 2001 - December 2001
Arvest Asset Management October 1999 - December 2000
Mercantile Trust Company June 1996 - September 1999
Skills
Training, Finance, Logistics, Organization, Inventory Control, Risk Management, Customer Service, Microsoft Office, Oil/Gas, Petroleum, Leadership, Time Management, Oil
Education
Northeastern State University 1993 — 1995
Marketing, Business, Economics, Statistics, Logistics
Tulsa Community College 1990 — 1993
Associates, Business, Business, Computers, Psychology, Math
ICF International January 2015 - Present
Apache Corporation September 2011 - December 2014
GE Capital Americas June 2003 - May 2011
KXOJ Radio, Inc February 2002 - November 2002
The Wallis Group Advertising Agency January 2001 - December 2001
Arvest Asset Management October 1999 - December 2000
Mercantile Trust Company June 1996 - September 1999
Skills
Training, Finance, Logistics, Organization, Inventory Control, Risk Management, Customer Service, Microsoft Office, Oil/Gas, Petroleum, Leadership, Time Management, Oil
Education
Northeastern State University 1993 — 1995
Marketing, Business, Economics, Statistics, Logistics
Tulsa Community College 1990 — 1993
Associates, Business, Business, Computers, Psychology, Math
Heath Stanley, CWS® Heath Stanley, CWS®'s Arvest Asset Management Experience January 2013 - Present
Job Financial Executive Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management January 2013 - Present
Arvest Bank August 2009 - December 2012
Bank of America Merrill Lynch February 2009 - August 2009
Bank of America July 2007 - February 2009
Skills
Wealth Management, Investments, Series 7, Strategic Financial..., Mortgage Lending, Banking, Securities, Relationship Management, Commercial Lending, Series 63, Insurance, Series 6, Portfolio Management, Finance, Strategic Planning, Loans, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, Lines Of Credit, Financial Analysis, Cash Management, Private Banking, Wealth, Retirement Planning, Investment Advisory, Financial Advisory
Education
University of Arkansas at Fayetteville 1999 — 2002
BSBA, Finance and Investments
Arvest Asset Management January 2013 - Present
Arvest Bank August 2009 - December 2012
Bank of America Merrill Lynch February 2009 - August 2009
Bank of America July 2007 - February 2009
Skills
Wealth Management, Investments, Series 7, Strategic Financial..., Mortgage Lending, Banking, Securities, Relationship Management, Commercial Lending, Series 63, Insurance, Series 6, Portfolio Management, Finance, Strategic Planning, Loans, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Consumer Lending, Lines Of Credit, Financial Analysis, Cash Management, Private Banking, Wealth, Retirement Planning, Investment Advisory, Financial Advisory
Education
University of Arkansas at Fayetteville 1999 — 2002
BSBA, Finance and Investments
Donny Rogers Donny Rogers's Arvest Asset Management Experience July 2014 - Present
Job Executive Vice President, Director of Sales at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Rusty Jones, CRPC Rusty Jones, CRPC's Arvest Asset Management Experience September 2001 - November 2012
Job Vice President and Investment Sales Officer II
Industry Investment Management
Experience
Bank of Oklahoma November 2012 - Present
Arvest Asset Management September 2001 - November 2012
Arvest Bank August 2000 - September 2001
First Fidelity Bank June 1995 - July 2000
Skills
Financial Analysis, Banking, Estate Planning, Loans, Credit Analysis, Credit, Strategic Planning, Commercial Banking, Life Insurance, Mortgage Lending, Retail Banking, Accounting, Commercial Lending, Microsoft Excel, Internal Controls
Education
University of Oklahoma - Price College of Business 1996 — 2001
BBA, Finance
Moore High School 1994 — 1996
Validictorian
Bank of Oklahoma November 2012 - Present
Arvest Asset Management September 2001 - November 2012
Arvest Bank August 2000 - September 2001
First Fidelity Bank June 1995 - July 2000
Skills
Financial Analysis, Banking, Estate Planning, Loans, Credit Analysis, Credit, Strategic Planning, Commercial Banking, Life Insurance, Mortgage Lending, Retail Banking, Accounting, Commercial Lending, Microsoft Excel, Internal Controls
Education
University of Oklahoma - Price College of Business 1996 — 2001
BBA, Finance
Moore High School 1994 — 1996
Validictorian
Patrick T. Moore Patrick T. Moore's Arvest Asset Management Experience December 2011 - Present
Job Client Advisor Investment Specialist
Industry Investment Management
Experience
Arvest Asset Management December 2011 - Present
Kenjol Capital Management 2010 - December 2011
Patrick T. Moore & Co. 2006 - 2009
International Recruiting Firm 2003 - 2006
IT Consulting Firm 2001 - 2003
International Consulting Firm 1994 - 2001
Skills
Wealth Management, Financial Planning, Investment Advisory, Asset Protection, Investment Strategies, Private Wealth..., Long Range Planning, Strategic Financial..., Management, Investments, Asset Management, Financial Advisory
Education
Texas Tech University - Rawls College of Business 1982 — 1983
MBA, Management
Texas Tech University 1979 — 1982
BBA, Management
Arvest Asset Management December 2011 - Present
Kenjol Capital Management 2010 - December 2011
Patrick T. Moore & Co. 2006 - 2009
International Recruiting Firm 2003 - 2006
IT Consulting Firm 2001 - 2003
International Consulting Firm 1994 - 2001
Skills
Wealth Management, Financial Planning, Investment Advisory, Asset Protection, Investment Strategies, Private Wealth..., Long Range Planning, Strategic Financial..., Management, Investments, Asset Management, Financial Advisory
Education
Texas Tech University - Rawls College of Business 1982 — 1983
MBA, Management
Texas Tech University 1979 — 1982
BBA, Management
Clay Guthrie's Arvest Asset Management Experience March 1997 - March 2012
Job
Industry Financial Services
Experience
Elliott Guthrie Kendall Wealth Management April 2012 - Present
Arvest Asset Management March 1997 - March 2012
Skills
Investments, Investment Advisory, Financial Planning, 401k Rollovers, Employee Stock Options, Life Insurance, Donor Advised Funds, Retirement Planning, Retirement Income..., Education Funding, Asset Management, Asset Allocation, Wealth Management..., Wealth Transfer
Education
University of Arkansas 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Hamburg High School
Elliott Guthrie Kendall Wealth Management April 2012 - Present
Arvest Asset Management March 1997 - March 2012
Skills
Investments, Investment Advisory, Financial Planning, 401k Rollovers, Employee Stock Options, Life Insurance, Donor Advised Funds, Retirement Planning, Retirement Income..., Education Funding, Asset Management, Asset Allocation, Wealth Management..., Wealth Transfer
Education
University of Arkansas 1991 — 1995
Bachelor of Science (B.S.), Business Administration
Hamburg High School
Randy Lyons's Arvest Asset Management Experience May 2015 - Present
Job Client AdvisorInvestment Specialist, VP at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management May 2015 - Present
Arvest Bank September 2014 - Present
Arvest Bank February 2012 - September 2014
Wells Fargo Advisors July 2008 - February 2012
Wells Fargo February 2006 - February 2012
Skills
Banking, Investments, Trust, Mortgage Lending, Consumer Lending, Commercial Lending, Treasury Management, Retirement Planning, Relationship Management, Private Banking, Financial Services, Finance, Credit, Wealth Management, Small Business Lending, Commercial Banking, Business Planning, Credit Analysis, Lines Of Credit, Business Development, Cash Management, Cross Selling, Loans, Retail Banking, Series 7
Education
University of Kansas 2000 — 2005
Bachelor of Arts (B.A.)
Compultense University of Madrid 2004 — 2004
Certificate, Spanish Literature, Language, History, and Art
Scottsdale Culinary Institute 2005 — 2006
Culinary Arts
Arvest Asset Management May 2015 - Present
Arvest Bank September 2014 - Present
Arvest Bank February 2012 - September 2014
Wells Fargo Advisors July 2008 - February 2012
Wells Fargo February 2006 - February 2012
Skills
Banking, Investments, Trust, Mortgage Lending, Consumer Lending, Commercial Lending, Treasury Management, Retirement Planning, Relationship Management, Private Banking, Financial Services, Finance, Credit, Wealth Management, Small Business Lending, Commercial Banking, Business Planning, Credit Analysis, Lines Of Credit, Business Development, Cash Management, Cross Selling, Loans, Retail Banking, Series 7
Education
University of Kansas 2000 — 2005
Bachelor of Arts (B.A.)
Compultense University of Madrid 2004 — 2004
Certificate, Spanish Literature, Language, History, and Art
Scottsdale Culinary Institute 2005 — 2006
Culinary Arts
Jennifer Pilant, CFP®, CTFA Jennifer Pilant, CFP®, CTFA's Arvest Asset Management Experience July 2012 - Present
Job Vice President, Trust Officer & Trust Manager at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2012 - Present
Bank of Oklahoma December 2007 - July 2012
Bank of Oklahoma September 2006 - December 2007
Bank of Oklahoma September 2004 - August 2006
Century National Bank 2001 - September 2004
Skills
Banking
Education
Northeastern State University 2000 — 2004
Bachelor, Finance
CERTIFIED FINANCIAL PLANNER
Arvest Asset Management July 2012 - Present
Bank of Oklahoma December 2007 - July 2012
Bank of Oklahoma September 2006 - December 2007
Bank of Oklahoma September 2004 - August 2006
Century National Bank 2001 - September 2004
Skills
Banking
Education
Northeastern State University 2000 — 2004
Bachelor, Finance
CERTIFIED FINANCIAL PLANNER
Grant Deyoe NMLSR ID 403835's Arvest Asset Management Experience February 2015 - Present
Job Associate Financial Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management February 2015 - Present
Arvest Bank October 2013 - February 2015
Wells Fargo Home Mortgage August 2009 - October 2013
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Investments, Underwriting, Consumer Lending, Government Loans, Financial Analysis, Finance, Financial Services, Portfolio Management
Education
Oklahoma State University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Oklahoma State University
Bachelor of Science (B.S.), Accounting and Finance
Arvest Asset Management February 2015 - Present
Arvest Bank October 2013 - February 2015
Wells Fargo Home Mortgage August 2009 - October 2013
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Investments, Underwriting, Consumer Lending, Government Loans, Financial Analysis, Finance, Financial Services, Portfolio Management
Education
Oklahoma State University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Oklahoma State University
Bachelor of Science (B.S.), Accounting and Finance
Garrett Taylor Garrett Taylor's Arvest Asset Management Experience December 2012 - Present
Job Client Advisor Investment Specialist at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management December 2012 - Present
First Financial Wealth Management August 2007 - December 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Retirement, Saving for Education, Strategic Financial..., Series 7, Asset Allocation, Financial Advisory, IRAs, Mutual Funds, Investments, Investment Strategies, 401k Rollovers, 401k, Wealth, Financial Planners, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
Missouri Southern State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Arvest Asset Management December 2012 - Present
First Financial Wealth Management August 2007 - December 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Retirement, Saving for Education, Strategic Financial..., Series 7, Asset Allocation, Financial Advisory, IRAs, Mutual Funds, Investments, Investment Strategies, 401k Rollovers, 401k, Wealth, Financial Planners, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
Missouri Southern State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
McCrary Lowe's Arvest Asset Management Experience 2000 - 2002
Job Principal / Portfolio Manager at Gibraltar Capital Management
Industry Investment Management
Experience
Gibraltar Capital Management 2002 - Present
Arvest Asset Management 2000 - 2002
J.P. Morgan 1997 - 1999
Llama Company 1993 - 1997
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Wealth Management, Finance, Investments, Strategic Financial..., Valuation, Financial Modeling, Financial Analysis, Retirement Planning, Due Diligence, Estate Planning, Risk Management
Education
University of Arkansas at Fayetteville 1990 — 1994
BSBA, Financial Management
Gibraltar Capital Management 2002 - Present
Arvest Asset Management 2000 - 2002
J.P. Morgan 1997 - 1999
Llama Company 1993 - 1997
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Wealth Management, Finance, Investments, Strategic Financial..., Valuation, Financial Modeling, Financial Analysis, Retirement Planning, Due Diligence, Estate Planning, Risk Management
Education
University of Arkansas at Fayetteville 1990 — 1994
BSBA, Financial Management
Randall Stone, CPA Randall Stone, CPA's Arvest Asset Management Experience September 2000 - April 2008
Job Instructor of Accounting at East Central University
Industry Higher Education
Experience
East Central University August 2014 - Present
National University August 2012 - August 2014
Rose State College August 2012 - May 2014
Eastern New Mexico University August 2012 - May 2013
Przybysz & Associates CPAs P.C. June 2012 - August 2012
Beall Barclay & Company, PLC August 2010 - April 2012
University of Arkansas - Fort Smith August 2011 - December 2011
State Farm April 2008 - June 2009
Arvest Asset Management September 2000 - April 2008
Skills
Individual Life, Financial Advisory, Small Business, GAAP, QuickBooks, Investments, Financial Accounting, Cost Accounting, Income Tax, Tax, Financial Statements, Financial Reporting, Managerial Finance, Financial Analysis, Banking, Auditing, Management, Accounting, CPA, Tax Preparation, Teaching, Uniform Combined State..., Chartered Financial..., Chartered Life..., Certified Public..., Certified Treasury..., Tax Accounting, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Partnership Taxation, Higher Education, Management Accounting, Insurance, Finance, Credit
Education
National University
National University
Northcentral University 2013 — 2017
Doctor of Philosophy (Ph.D.), Business Administration, Advanced Accounting
University of Central Arkansas 2009 — 2010
Master's Degree, Accountancy, concentration in Taxation
William Howard Taft University 2011 — 2012
Master's Degree, Taxation
University of Arkansas, Fort Smith 2002 — 2009
Bachelor's Degree, Accounting
East Central University August 2014 - Present
National University August 2012 - August 2014
Rose State College August 2012 - May 2014
Eastern New Mexico University August 2012 - May 2013
Przybysz & Associates CPAs P.C. June 2012 - August 2012
Beall Barclay & Company, PLC August 2010 - April 2012
University of Arkansas - Fort Smith August 2011 - December 2011
State Farm April 2008 - June 2009
Arvest Asset Management September 2000 - April 2008
Skills
Individual Life, Financial Advisory, Small Business, GAAP, QuickBooks, Investments, Financial Accounting, Cost Accounting, Income Tax, Tax, Financial Statements, Financial Reporting, Managerial Finance, Financial Analysis, Banking, Auditing, Management, Accounting, CPA, Tax Preparation, Teaching, Uniform Combined State..., Chartered Financial..., Chartered Life..., Certified Public..., Certified Treasury..., Tax Accounting, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Partnership Taxation, Higher Education, Management Accounting, Insurance, Finance, Credit
Education
National University
National University
Northcentral University 2013 — 2017
Doctor of Philosophy (Ph.D.), Business Administration, Advanced Accounting
University of Central Arkansas 2009 — 2010
Master's Degree, Accountancy, concentration in Taxation
William Howard Taft University 2011 — 2012
Master's Degree, Taxation
University of Arkansas, Fort Smith 2002 — 2009
Bachelor's Degree, Accounting
Hermis, Kevin R Hermis, Kevin R's Arvest Asset Management Experience 2004 - 2008
Job Private Client Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2008 - Present
Arvest Asset Management 2004 - 2008
Skills
Series 7, Wealth Management, Wealth Management..., Alternative Investments, Investment Strategies, Portfolio Management, Asset Allocation, Investment Advisory, High Net Worth..., Investment Management, Wealth, Private Banking, Retirement Planning
Education
Texas Tech University 2003 — 2004
Master of Business Administration (MBA), Finance
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
U.S. Trust May 2008 - Present
Arvest Asset Management 2004 - 2008
Skills
Series 7, Wealth Management, Wealth Management..., Alternative Investments, Investment Strategies, Portfolio Management, Asset Allocation, Investment Advisory, High Net Worth..., Investment Management, Wealth, Private Banking, Retirement Planning
Education
Texas Tech University 2003 — 2004
Master of Business Administration (MBA), Finance
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Travis Beckerdite's Arvest Asset Management Experience November 2013 - Present
Job Annuities and Insurance Specialist at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management November 2013 - Present
Arvest Bank April 2012 - November 2013
Arvest Bank August 2010 - April 2012
Arvest Bank November 2006 - August 2010
Harps Food Stores, Inc. May 2003 - November 2006
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fixed Annuities, Insurance, Loans, Retail Banking, Credit, Credit Analysis, Small Business Lending, Management, Finance, Customer Service, Relationship Management, Sales, Cross Selling, Mortgage Lending, Financial Analysis
Education
University of Central Arkansas 2008 — 2010
Bachelor's degree, Finance, General
University of Central Arkansas 2008 — 2010
Bachelor of Arts (B.A.), Finance, General
Arvest Asset Management November 2013 - Present
Arvest Bank April 2012 - November 2013
Arvest Bank August 2010 - April 2012
Arvest Bank November 2006 - August 2010
Harps Food Stores, Inc. May 2003 - November 2006
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fixed Annuities, Insurance, Loans, Retail Banking, Credit, Credit Analysis, Small Business Lending, Management, Finance, Customer Service, Relationship Management, Sales, Cross Selling, Mortgage Lending, Financial Analysis
Education
University of Central Arkansas 2008 — 2010
Bachelor's degree, Finance, General
University of Central Arkansas 2008 — 2010
Bachelor of Arts (B.A.), Finance, General
Jim Ed Summers, CFP, CRPC Jim Ed Summers, CFP, CRPC's Arvest Asset Management Experience 1984 - Present
Job Senior Client Advisor – Private Wealth Management
Industry Investment Management
Experience
Arvest Asset Management 1984 - Present
Skills
Retirement Planning, Sales, Team Building, Wealth Management, Portfolio Management, Public Speaking, Management, Leadership, Investments, Finance, Banking, Customer Service
Education
University of Arkansas 1984 — 1986
Bachelor of Science (BS), Finance and Banking
North Arkansas College 1982 — 1984
Associate's degree, Business Administration and Management, General
Arvest Asset Management 1984 - Present
Skills
Retirement Planning, Sales, Team Building, Wealth Management, Portfolio Management, Public Speaking, Management, Leadership, Investments, Finance, Banking, Customer Service
Education
University of Arkansas 1984 — 1986
Bachelor of Science (BS), Finance and Banking
North Arkansas College 1982 — 1984
Associate's degree, Business Administration and Management, General
Michelle Ramirez-Joyner's Arvest Asset Management Experience October 2010 - March 2011
Job Senior HR Coordinator Merchandising
Industry Human Resources
Experience
Walmart April 2014 - Present
Arvest Asset Management October 2010 - March 2011
Advanced Satellite Communications and A.S.C. Security Systems September 2008 - June 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Training
Education
South University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Walmart April 2014 - Present
Arvest Asset Management October 2010 - March 2011
Advanced Satellite Communications and A.S.C. Security Systems September 2008 - June 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Training
Education
South University 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Ryan Napier's Arvest Asset Management Experience August 2015 - Present
Job Client Advisor Assistant at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management August 2015 - Present
University of Arkansas August 2014 - Present
Arvest Bank July 2010 - August 2015
Education
University of Arkansas 2014 — 2016
Master's degree, Agricultural Economics
University of Arkansas 2010 — 2015
Bachelor's degree, Agricultural Business and Management
Arvest Asset Management August 2015 - Present
University of Arkansas August 2014 - Present
Arvest Bank July 2010 - August 2015
Education
University of Arkansas 2014 — 2016
Master's degree, Agricultural Economics
University of Arkansas 2010 — 2015
Bachelor's degree, Agricultural Business and Management
Joshua Coody Joshua Coody's Arvest Asset Management Experience April 2015 - Present
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management April 2015 - Present
Arvest Asset Management July 2013 - March 2015
Arvest Asset Management September 2012 - July 2013
Skills
Financial Analysis, Investments, Banking, Portfolio Management, Finance, Credit Analysis
Education
University of Arkansas
B.S.B.A. Finance, Financial Management and Investment Concentration
Arvest Asset Management April 2015 - Present
Arvest Asset Management July 2013 - March 2015
Arvest Asset Management September 2012 - July 2013
Skills
Financial Analysis, Investments, Banking, Portfolio Management, Finance, Credit Analysis
Education
University of Arkansas
B.S.B.A. Finance, Financial Management and Investment Concentration
Chase Randall Chase Randall's Arvest Asset Management Experience May 2015 - Present
Job Student
Industry Financial Services
Experience
Arvest Asset Management May 2015 - Present
University of Arkansas October 2014 - Present
University of Arkansas August 2012 - Present
Hardin Jesson and Terry PLC May 2012 - August 2014
Skills
Microsoft Office, Time Management, Leadership, Teamwork, Team Building, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Sales
Education
University of Arkansas 2012 — 2016
Finance, Business
Arvest Asset Management May 2015 - Present
University of Arkansas October 2014 - Present
University of Arkansas August 2012 - Present
Hardin Jesson and Terry PLC May 2012 - August 2014
Skills
Microsoft Office, Time Management, Leadership, Teamwork, Team Building, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Sales
Education
University of Arkansas 2012 — 2016
Finance, Business
Ian Vancuren Ian Vancuren's Arvest Asset Management Experience 2015 - Present
Job Arvest Bank Associate
Industry Banking
Experience
Arvest Asset Management 2015 - Present
Arvest Bank June 2014 - Present
Nabisco June 2013 - May 2014
Walmart 2007 - June 2013
Howell and Vancuren Inc. 2005 - 2006
Skills
Inventory Management, Marketing, Management, Inventory Control, Sales, Microsoft Office, Customer Relations
Education
Rogers State University 2010 — 2014
Bachelor's degree, Marketing
Tulsa Community College 2007 — 2009
Arvest Asset Management 2015 - Present
Arvest Bank June 2014 - Present
Nabisco June 2013 - May 2014
Walmart 2007 - June 2013
Howell and Vancuren Inc. 2005 - 2006
Skills
Inventory Management, Marketing, Management, Inventory Control, Sales, Microsoft Office, Customer Relations
Education
Rogers State University 2010 — 2014
Bachelor's degree, Marketing
Tulsa Community College 2007 — 2009
Lindsey Huskey Lindsey Huskey's Arvest Asset Management Experience May 2010 - Present
Job Client Portfolio Specialist at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management May 2010 - Present
Arvest Asset Management June 2008 - May 2010
FREEDOM BANK OF SOUTHERN MISSOURI September 2006 - June 2008
Skills
Investments, Leadership, Banking, Customer Service, Financial Analysis, Microsoft Word, Business Analysis, PowerPoint, Team Leadership, Portfolio Management, Retail Banking, Asset Management, Credit, Finance, Management, Risk Management, Microsoft Office
Education
University of Arkansas at Little Rock
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NorthWest Arkansas Community College
Associate of Arts (A.A.)
Arvest Asset Management May 2010 - Present
Arvest Asset Management June 2008 - May 2010
FREEDOM BANK OF SOUTHERN MISSOURI September 2006 - June 2008
Skills
Investments, Leadership, Banking, Customer Service, Financial Analysis, Microsoft Word, Business Analysis, PowerPoint, Team Leadership, Portfolio Management, Retail Banking, Asset Management, Credit, Finance, Management, Risk Management, Microsoft Office
Education
University of Arkansas at Little Rock
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NorthWest Arkansas Community College
Associate of Arts (A.A.)
Kurt Sims Kurt Sims's Arvest Asset Management Experience March 2015 - Present
Job Compliance Specialist at Arvest Asset Management
Industry Investment Management
Experience
Arvest Asset Management March 2015 - Present
Arvest Asset Management June 2014 - March 2015
Arkansas Securities Department January 2008 - June 2014
Skills
Asset Management
Education
University of Central Arkansas 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance/Insurance, Risk Management, & Financial Planning
Arvest Asset Management March 2015 - Present
Arvest Asset Management June 2014 - March 2015
Arkansas Securities Department January 2008 - June 2014
Skills
Asset Management
Education
University of Central Arkansas 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance/Insurance, Risk Management, & Financial Planning
Brett Buresh's Arvest Asset Management Experience October 2007 - May 2009
Job Senior Market Planning Analyst at Jeppesen, a Boeing Company
Industry Aviation & Aerospace
Experience
Jeppesen, a Boeing Company February 2015 - Present
Boeing March 2013 - Present
Boeing April 2011 - March 2013
Boeing July 2009 - April 2011
Rebsamen Trust Fund August 2008 - May 2009
Arvest Asset Management October 2007 - May 2009
Engineering Services Inc. August 2005 - October 2007
Skills
Management, Business Strategy, Business Development, Proposal Writing, Mergers & Acquisitions, Finance, Strategic Partnerships, New Business Development, Strategic Planning, Contract Management, Marketing Strategy, Defense Programs, Strategic Communications, Commercial Satellites, International Business, Mergers, Business Case Design, Offsets, Campaign Managment, Salesforce.com, Salesforce.com..., Analysis, Financial Analysis, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Concentration: Marketing and Corporate Finance
Villanova University 2009 — 2010
Master Certificate, Government Contract Management & Commercial Contract Management
University of Arkansas, Sam M. Walton College of Business 2004 — 2009
Bachelor of Science, Business Administration; Financial Management and Investments, Minor: Accounting
Jeppesen, a Boeing Company February 2015 - Present
Boeing March 2013 - Present
Boeing April 2011 - March 2013
Boeing July 2009 - April 2011
Rebsamen Trust Fund August 2008 - May 2009
Arvest Asset Management October 2007 - May 2009
Engineering Services Inc. August 2005 - October 2007
Skills
Management, Business Strategy, Business Development, Proposal Writing, Mergers & Acquisitions, Finance, Strategic Partnerships, New Business Development, Strategic Planning, Contract Management, Marketing Strategy, Defense Programs, Strategic Communications, Commercial Satellites, International Business, Mergers, Business Case Design, Offsets, Campaign Managment, Salesforce.com, Salesforce.com..., Analysis, Financial Analysis, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Concentration: Marketing and Corporate Finance
Villanova University 2009 — 2010
Master Certificate, Government Contract Management & Commercial Contract Management
University of Arkansas, Sam M. Walton College of Business 2004 — 2009
Bachelor of Science, Business Administration; Financial Management and Investments, Minor: Accounting
Calvin Jarrett Calvin Jarrett's Arvest Asset Management Experience
Job President, Investment Services at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management
Skills
Banking, Management, Financial Analysis, Retail Banking, Portfolio Management, Leadership, Wealth Management, Sales, Credit, Financial Planning, Financial Services, Finance, Loans, Microsoft Office
Education
University of Arkansas 1978 — 1982
Bachelor's Degree, Accounting
Arvest Asset Management
Skills
Banking, Management, Financial Analysis, Retail Banking, Portfolio Management, Leadership, Wealth Management, Sales, Credit, Financial Planning, Financial Services, Finance, Loans, Microsoft Office
Education
University of Arkansas 1978 — 1982
Bachelor's Degree, Accounting
Cash Covington Cash Covington's Arvest Asset Management Experience January 2013 - December 2014
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Marissa Saleman, MBA's Arvest Asset Management Experience July 2010 - August 2012
Job Trade Supervisor at NFP
Industry Investment Management
Experience
NFP September 2015 - Present
Crossroads Financial Services January 2013 - August 2015
Arvest Asset Management July 2010 - August 2012
Father Financial June 2009 - August 2009
Fox Cable Networks May 2009 - June 2009
Fox Cable Networks June 2008 - August 2008
Skills
Bloomberg, InvestEdge, Sterling Trader Pro, Microsoft Office, International Relations, Customer Relations, Global Finance, Equity Trading, Analysis, Customer Service, Business Analysis, Equities, Competitive Analysis, Management, Marketing Strategy, Portfolio Management
Education
Texas Tech University 2008 — 2010
MBA, Finance and International Business
Texas Tech University 2006 — 2008
BBA, Finance, Cum Laude
NFP September 2015 - Present
Crossroads Financial Services January 2013 - August 2015
Arvest Asset Management July 2010 - August 2012
Father Financial June 2009 - August 2009
Fox Cable Networks May 2009 - June 2009
Fox Cable Networks June 2008 - August 2008
Skills
Bloomberg, InvestEdge, Sterling Trader Pro, Microsoft Office, International Relations, Customer Relations, Global Finance, Equity Trading, Analysis, Customer Service, Business Analysis, Equities, Competitive Analysis, Management, Marketing Strategy, Portfolio Management
Education
Texas Tech University 2008 — 2010
MBA, Finance and International Business
Texas Tech University 2006 — 2008
BBA, Finance, Cum Laude
Peter Elmore Peter Elmore's Arvest Asset Management Experience June 2015 - Present
Job System Support Analyst at Arvest Asset Management
Industry Information Technology and Services
Experience
Arvest Asset Management June 2015 - Present
Skills
Customer Service, Management, Marketing, Agile & Waterfall..., Project Management, Microsoft Excel, Mac OS X, PowerPoint, Microsoft Office, Communications Planning, Social Media, Adobe Creative Suite, Microsoft Word, Dreamweaver, Java, JavaScript, OS X, Windows, Social Networking, Facebook, Teamwork, CSS, Photoshop, MySQL, HTML, Retail, Graphic Design, Coaching, PERT, Data Flow, Scrum, User Stories
Education
Iowa State University 2013 — 2015
Bachelor of Science (B.S.)
Des Moines Area Community College 2011 — 2013
Associate of Science (A.S.)
Arvest Asset Management June 2015 - Present
Skills
Customer Service, Management, Marketing, Agile & Waterfall..., Project Management, Microsoft Excel, Mac OS X, PowerPoint, Microsoft Office, Communications Planning, Social Media, Adobe Creative Suite, Microsoft Word, Dreamweaver, Java, JavaScript, OS X, Windows, Social Networking, Facebook, Teamwork, CSS, Photoshop, MySQL, HTML, Retail, Graphic Design, Coaching, PERT, Data Flow, Scrum, User Stories
Education
Iowa State University 2013 — 2015
Bachelor of Science (B.S.)
Des Moines Area Community College 2011 — 2013
Associate of Science (A.S.)
Andrea Neil's Arvest Asset Management Experience 2003 - 2015
Job Freelance Copywriter, Blogger, Storyteller
Industry Writing and Editing
Experience
Freelance Writer January 2015 - Present
www.acneil.com 2006 - Present
Arvest Asset Management 2003 - 2015
Sabre Holdings January 1999 - October 2003
Barnes & Noble 1997 - 1999
Barnes & Noble 1995 - 1997
Barnes & Noble 1994 - 1995
Skills
Customer Service, Social Media, Research, Project Management, Social Media Marketing, Vendor Management, Strategic Financial..., Business Analysis, System Administration, Banking, Financial Analysis, Credit, Strategic Planning, Creative Writing, Report Writing, Marketing Communications, Online Marketing, Copy Editing, Arts & Crafts, Hand Knitting, Web Content, Web Content Management
Education
University of Tulsa 1990 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Long Beach 1987 — 1989
Undergrad, Liberal Arts
Cypress High School 1983 — 1987
Freelance Writer January 2015 - Present
www.acneil.com 2006 - Present
Arvest Asset Management 2003 - 2015
Sabre Holdings January 1999 - October 2003
Barnes & Noble 1997 - 1999
Barnes & Noble 1995 - 1997
Barnes & Noble 1994 - 1995
Skills
Customer Service, Social Media, Research, Project Management, Social Media Marketing, Vendor Management, Strategic Financial..., Business Analysis, System Administration, Banking, Financial Analysis, Credit, Strategic Planning, Creative Writing, Report Writing, Marketing Communications, Online Marketing, Copy Editing, Arts & Crafts, Hand Knitting, Web Content, Web Content Management
Education
University of Tulsa 1990 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Long Beach 1987 — 1989
Undergrad, Liberal Arts
Cypress High School 1983 — 1987
Tomek Siwiec's Arvest Asset Management Experience April 2012 - Present
Job Client AdvisorInvestment Specialist at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management April 2012 - Present
Arvest Bank September 2006 - April 2012
Arvest Bank June 2002 - September 2006
Arvest Bank February 2000 - June 2002
Ernst & Young March 1998 - July 1998
Crane Valves North America September 1997 - May 1998
Education
1993 — 1998
MA Banking & Finance
Arvest Asset Management April 2012 - Present
Arvest Bank September 2006 - April 2012
Arvest Bank June 2002 - September 2006
Arvest Bank February 2000 - June 2002
Ernst & Young March 1998 - July 1998
Crane Valves North America September 1997 - May 1998
Education
1993 — 1998
MA Banking & Finance
Kerri Musgrove's Arvest Asset Management Experience August 2013 - July 2015
Job Advisor
Industry Financial Services
Experience
Arvest Asset Management August 2013 - July 2015
Colonial Life October 2011 - February 2014
Coventry Health Care July 2006 - October 2011
American Medical Security December 2003 - March 2006
Education
University of Oklahoma 1990 — 1992
Arvest Asset Management August 2013 - July 2015
Colonial Life October 2011 - February 2014
Coventry Health Care July 2006 - October 2011
American Medical Security December 2003 - March 2006
Education
University of Oklahoma 1990 — 1992
Brad Crain's Arvest Asset Management Experience April 2006 - June 2006
Job President & CEO Arvest Bank
Industry Banking
Experience
Arvest Bank June 2014 - Present
Arvest Bank January 2012 - June 2014
Arvest Bank June 2006 - January 2012
ARVEST Asset Management April 2006 - June 2006
SunTrust Bank October 1999 - April 2006
Skills
Series 7, Series 63, Series 65, Series 24, CWS, Wealth Management, Philanthropy, Strategic Financial..., Sales Management..., Asset Allocation, Product Development, Planned Giving, Private Foundations, Family Office, Institutional Sales, Institutional..., High Net Worth..., Investment Strategies, Investment Management, Business Planning, Investment Advisory, Financial Advisory, Portfolio Management, Investments, Wealth Management..., Retail Banking, Financial Risk, Banking, Commercial Banking, Financial Services, Relationship Management, Cross Selling, Wealth, Business Relationship..., Financial Planning
Education
Hendrix College 1992 — 1996
Bachelor of Arts (B.A.), History
Arvest Bank June 2014 - Present
Arvest Bank January 2012 - June 2014
Arvest Bank June 2006 - January 2012
ARVEST Asset Management April 2006 - June 2006
SunTrust Bank October 1999 - April 2006
Skills
Series 7, Series 63, Series 65, Series 24, CWS, Wealth Management, Philanthropy, Strategic Financial..., Sales Management..., Asset Allocation, Product Development, Planned Giving, Private Foundations, Family Office, Institutional Sales, Institutional..., High Net Worth..., Investment Strategies, Investment Management, Business Planning, Investment Advisory, Financial Advisory, Portfolio Management, Investments, Wealth Management..., Retail Banking, Financial Risk, Banking, Commercial Banking, Financial Services, Relationship Management, Cross Selling, Wealth, Business Relationship..., Financial Planning
Education
Hendrix College 1992 — 1996
Bachelor of Arts (B.A.), History
Diane Fuhrmeister's Arvest Asset Management Experience April 2006 - March 2007
Job
Industry Financial Services
Experience
Keller Garden Club May 2014 - Present
heartspark February 2012 - Present
Arvest Asset Management April 2006 - March 2007
Arvest Bank 2000 - 2006
Reps Ltd 1996 - 2000
Jackson County Federal Saving & Loan 1978 - 1983
Lipmans 1975 - 1978
Skills
Customer Service, Loans, Event Planning, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Team Building, Analysis, Budgets, Outlook, Teaching, Training, Leadership, Coaching
Education
Linfield College 1971 — 1975
Bachelor of Arts (BA), Business/Sociology/HomeEc
Keller Garden Club May 2014 - Present
heartspark February 2012 - Present
Arvest Asset Management April 2006 - March 2007
Arvest Bank 2000 - 2006
Reps Ltd 1996 - 2000
Jackson County Federal Saving & Loan 1978 - 1983
Lipmans 1975 - 1978
Skills
Customer Service, Loans, Event Planning, Microsoft Excel, Microsoft Office, Sales, PowerPoint, Team Building, Analysis, Budgets, Outlook, Teaching, Training, Leadership, Coaching
Education
Linfield College 1971 — 1975
Bachelor of Arts (BA), Business/Sociology/HomeEc
Barbara Still, CFP®, CWS®, RICP®'s Arvest Asset Management Experience September 2014 - Present
Job Regional Investment Officer at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management September 2014 - Present
Arvest Asset Management September 2014 - Present
Regional Investment Firm October 2006 - Present
Arvest Asset Management June 1999 - November 2006
Skills
Portfolio Management, Banking, Loans, Strategic Financial..., Series 7, Investments, Relationship Management, Series 63
Education
University of Arkansas at Fayetteville 1991 — 1995
Bachelor of Education (BEd), Social Studies Education
Arvest Asset Management September 2014 - Present
Arvest Asset Management September 2014 - Present
Regional Investment Firm October 2006 - Present
Arvest Asset Management June 1999 - November 2006
Skills
Portfolio Management, Banking, Loans, Strategic Financial..., Series 7, Investments, Relationship Management, Series 63
Education
University of Arkansas at Fayetteville 1991 — 1995
Bachelor of Education (BEd), Social Studies Education
Jeff Meekins's Arvest Asset Management Experience July 2011 - Present
Job Client Advisor at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2011 - Present
Arvest Bank December 2007 - July 2011
Skills
Banking, Retail Banking, Financial Analysis, Investments, Wealth Management
Education
Purdue University 2001 — 2005
Bachelor of Science (BS)
Arvest Asset Management July 2011 - Present
Arvest Bank December 2007 - July 2011
Skills
Banking, Retail Banking, Financial Analysis, Investments, Wealth Management
Education
Purdue University 2001 — 2005
Bachelor of Science (BS)
Trail Rogers, JD, CFIRS's Arvest Asset Management Experience July 2006 - Present
Job Vice President and Trust Compliance Officer, Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2006 - Present
Vice President, and Trust Compliance Officer, Arvest Asset Management July 2006 - Present
Lisle Rutledge Law Firm January 2000 - July 2006
Williams Law Firm August 1996 - January 2000
Mesquite Police Department July 1983 - January 1990
Skills
Disaster Recovery, Trusts, Estate Planning, Estate Administration, Legal Compliance, Legal, Security, Elder Law, Guardianship, Business Formation, Wills, Powers of Attorney, Commercial Lending, Policy, Courts, Litigation, Banking, Legal Writing, Civil Litigation, Legal Research, Customer Service, Trial Practice
Education
William Mitchell College of Law 1993 — 1996
Juris Doctorate, Law, Cum Laude
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), History, Cum Laude
Arvest Asset Management July 2006 - Present
Vice President, and Trust Compliance Officer, Arvest Asset Management July 2006 - Present
Lisle Rutledge Law Firm January 2000 - July 2006
Williams Law Firm August 1996 - January 2000
Mesquite Police Department July 1983 - January 1990
Skills
Disaster Recovery, Trusts, Estate Planning, Estate Administration, Legal Compliance, Legal, Security, Elder Law, Guardianship, Business Formation, Wills, Powers of Attorney, Commercial Lending, Policy, Courts, Litigation, Banking, Legal Writing, Civil Litigation, Legal Research, Customer Service, Trial Practice
Education
William Mitchell College of Law 1993 — 1996
Juris Doctorate, Law, Cum Laude
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), History, Cum Laude
Michael Peebles's Arvest Asset Management Experience September 2012 - Present
Job Client Advisor at Arvest Asset Management
Industry Financial Services
Experience
Arvest Asset Management September 2012 - Present
FMI January 2010 - August 2012
InvestLinc April 2007 - January 2010
Garrison Financial Advisors October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Investment Banking, Corporate Finance, Mergers & Acquisitions, Series 7, Asset Allocation, Series 63, Securities, Financial Planning, Finance, Fixed Income, Retirement Planning
Education
University of Arkansas 2012 — 2013
Master's degree, Accounting
University of Arkansas 2001 — 2005
Bachelors, Finance
Arvest Asset Management September 2012 - Present
FMI January 2010 - August 2012
InvestLinc April 2007 - January 2010
Garrison Financial Advisors October 2004 - March 2007
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Investment Banking, Corporate Finance, Mergers & Acquisitions, Series 7, Asset Allocation, Series 63, Securities, Financial Planning, Finance, Fixed Income, Retirement Planning
Education
University of Arkansas 2012 — 2013
Master's degree, Accounting
University of Arkansas 2001 — 2005
Bachelors, Finance
Jeffrey Hellerstedt's Arvest Asset Management Experience September 2014 - Present
Job Vice President, Product Manager, Arvest Asset Management
Industry Investment Management
Experience
Arvest Asset Management September 2014 - Present
Arvest Asset Management December 2013 - September 2014
First Financial Services, LLC June 2009 - December 2013
APEX Financial LLC December 2003 - June 2009
GE Financial Assurance January 2001 - December 2003
Skills
Financial Analysis, Financial Services, Highly Analytical, Critical Thinking, Manage Client..., Retirement Planning, Financial Advisory, Retirement Plans, Investments, Estate Planning, Financial Reporting, Retirement Solutions, Retirement Income..., Series 7, Series 24, Series 66, Asset Management, Investment Strategies, Wealth Management, Portfolio Management, Alternative Investments, Asset Protection, Asset Allocation, Personal Finance, Private Equity, Retirement, Data Analysis, Long-term Customer..., Technology
Education
University of Missouri-Columbia
Bachelor of Science, Personal Financial Planning
Arvest Asset Management September 2014 - Present
Arvest Asset Management December 2013 - September 2014
First Financial Services, LLC June 2009 - December 2013
APEX Financial LLC December 2003 - June 2009
GE Financial Assurance January 2001 - December 2003
Skills
Financial Analysis, Financial Services, Highly Analytical, Critical Thinking, Manage Client..., Retirement Planning, Financial Advisory, Retirement Plans, Investments, Estate Planning, Financial Reporting, Retirement Solutions, Retirement Income..., Series 7, Series 24, Series 66, Asset Management, Investment Strategies, Wealth Management, Portfolio Management, Alternative Investments, Asset Protection, Asset Allocation, Personal Finance, Private Equity, Retirement, Data Analysis, Long-term Customer..., Technology
Education
University of Missouri-Columbia
Bachelor of Science, Personal Financial Planning
Matt Keener's Arvest Asset Management Experience 2014 - September 2015
Job
Industry Airlines/Aviation
Experience
Arvest Asset Management 2014 - September 2015
Edward Jones November 2011 - June 2014
Watershed Committee of the Ozarks January 2004 - October 2011
Missouri Department of Conservation 2003 - 2004
Missouri Department of Conservation April 2003 - December 2003
Skills
Nonprofits, Non-profits, Project Management, Fundraising, Leadership, Community Outreach, Sustainability, Strategic Planning, Management, Public Speaking, Environmental Compliance, Research, Environmental Awareness, Team Leadership, Human Resources, Grant Writing, Volunteer Management, Event Planning, Project Planning, Public Relations, Microsoft Office, Non-profit..., Customer Service, Budgets, Financial Advisory, Strategic Financial..., Aviation, General Aviation
Education
Missouri State University 2001 — 2003
M.S., Biology
Freed-Hardeman University 1997 — 2001
B.S.; M.S., Biology; Ministry
Arvest Asset Management 2014 - September 2015
Edward Jones November 2011 - June 2014
Watershed Committee of the Ozarks January 2004 - October 2011
Missouri Department of Conservation 2003 - 2004
Missouri Department of Conservation April 2003 - December 2003
Skills
Nonprofits, Non-profits, Project Management, Fundraising, Leadership, Community Outreach, Sustainability, Strategic Planning, Management, Public Speaking, Environmental Compliance, Research, Environmental Awareness, Team Leadership, Human Resources, Grant Writing, Volunteer Management, Event Planning, Project Planning, Public Relations, Microsoft Office, Non-profit..., Customer Service, Budgets, Financial Advisory, Strategic Financial..., Aviation, General Aviation
Education
Missouri State University 2001 — 2003
M.S., Biology
Freed-Hardeman University 1997 — 2001
B.S.; M.S., Biology; Ministry
Keith Purifoy's Arvest Asset Management Experience January 2000 - March 2004
Job Manager at Pure Homes, LLC.
Industry Construction
Experience
Pure Homes, LLC. June 2014 - Present
Kimbel Mechanical July 1994 - June 2014
Arvest Asset Management January 2000 - March 2004
Skills
Construction, Project Management, Customer Service, Budgets, Project Planning, Contract Management, Construction Management, Microsoft Office, Strategic Planning, Contract Negotiation, Microsoft Excel, Process Scheduler, Operations Management, Procurement, Risk Management
Education
Ouachita Baptist University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Pure Homes, LLC. June 2014 - Present
Kimbel Mechanical July 1994 - June 2014
Arvest Asset Management January 2000 - March 2004
Skills
Construction, Project Management, Customer Service, Budgets, Project Planning, Contract Management, Construction Management, Microsoft Office, Strategic Planning, Contract Negotiation, Microsoft Excel, Process Scheduler, Operations Management, Procurement, Risk Management
Education
Ouachita Baptist University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Tiffani Hauler's Arvest Asset Management Experience July 2009 - Present
Job Insurance and Annuities Specialist at Arvest Bank
Industry Banking
Experience
Arvest Asset Management July 2009 - Present
Sodexo 2006 - 2009
Education
Troy University 2007 — 2009
MBA, Business
Auburn University 2001 — 2005
Bachelors, Finance
Arvest Asset Management July 2009 - Present
Sodexo 2006 - 2009
Education
Troy University 2007 — 2009
MBA, Business
Auburn University 2001 — 2005
Bachelors, Finance
Joni Webster's Arvest Asset Management Experience July 1996 - May 2003
Job Vice President, Senior Trust Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust September 2012 - Present
J.P. Morgan June 2010 - September 2012
U.S. Trust, Bank of America November 2006 - June 2010
U.S. Trust, Bank of America July 2003 - October 2006
Arvest Asset Management July 1996 - May 2003
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Tax, Leadership, Business Networking, Coaching, Sales Management, Asset Allocation, Banking, Finance, Financial Analysis, Financial Services, High Net Worth..., Management, Portfolio Management, Strategic Financial...
Education
American Bankers Association 2004 — 2006
Trust Graduate School, Certified Trust Financial Advisor (CTFA)
Cannon Financial Institute 1998 — 1999
Trust and Investment
Arkansas Tech University 1991 — 1995
B.A., History and Political Science
Northern Trust September 2012 - Present
J.P. Morgan June 2010 - September 2012
U.S. Trust, Bank of America November 2006 - June 2010
U.S. Trust, Bank of America July 2003 - October 2006
Arvest Asset Management July 1996 - May 2003
Skills
Estate Planning, Financial Planning, Asset Management, Investments, Tax, Leadership, Business Networking, Coaching, Sales Management, Asset Allocation, Banking, Finance, Financial Analysis, Financial Services, High Net Worth..., Management, Portfolio Management, Strategic Financial...
Education
American Bankers Association 2004 — 2006
Trust Graduate School, Certified Trust Financial Advisor (CTFA)
Cannon Financial Institute 1998 — 1999
Trust and Investment
Arkansas Tech University 1991 — 1995
B.A., History and Political Science
Trail Rogers's Arvest Asset Management Experience July 2006 - Present
Job VP & Trust Compliance Officer at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2006 - Present
Lisle Law Firm January 2001 - July 2006
Williams Law Firm September 1996 - January 2001
Skills
Risk Management, Financial Risk, AML, Corporate Governance, Real Estate, Banking
Education
William Mitchell College of Law 1993 — 1996
Juris Doctorate, Law
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), History
Arvest Asset Management July 2006 - Present
Lisle Law Firm January 2001 - July 2006
Williams Law Firm September 1996 - January 2001
Skills
Risk Management, Financial Risk, AML, Corporate Governance, Real Estate, Banking
Education
William Mitchell College of Law 1993 — 1996
Juris Doctorate, Law
The University of Texas at Dallas 1991 — 1993
Bachelor of Arts (B.A.), History
Matt McNabb's Arvest Asset Management Experience February 2013 - Present
Job Compliance/Finance
Industry Financial Services
Experience
Arvest Asset Management February 2013 - Present
The Guardian Life Insurance Company of America October 2005 - December 2012
ARAMARK April 2004 - April 2005
Cleveland Regional Medical Center December 1994 - April 2004
Healthcare Services Group January 1992 - November 1994
Skills
Series 7, Series 24, Series 66, Compliance, Financial Services, Life & Health Insurance..., Variable Annuities
Education
Gardner-Webb University 2002 — 2004
Master of Business Administration (MBA)
The Citadel 1986 — 1990
B.S. Business Administration
Arvest Asset Management February 2013 - Present
The Guardian Life Insurance Company of America October 2005 - December 2012
ARAMARK April 2004 - April 2005
Cleveland Regional Medical Center December 1994 - April 2004
Healthcare Services Group January 1992 - November 1994
Skills
Series 7, Series 24, Series 66, Compliance, Financial Services, Life & Health Insurance..., Variable Annuities
Education
Gardner-Webb University 2002 — 2004
Master of Business Administration (MBA)
The Citadel 1986 — 1990
B.S. Business Administration