Experience
Scott-Macon Equipment  October 2013 - Present
BOK Financial   December 2010 - September 2013
Scott-Macon Equipment, Inc.   October 2008 - May 2010

Skills
Sales, Customer Service, Negotiation, Microsoft Office, New Business Development, Sales Management, Customer Satisfaction, Microsoft Word, Purchasing, Sales Operations, Team Building, Contract Negotiation

Education
Chaffey College   1996 — 1997

Experience
BOK Financial   September 2015 - Present
New Dominion/Spectrum LLC   November 2013 - September 2015
Cherokee Nation Entertainment  July 2012 - November 2013
Grand River Dam Authority  November 2002 - March 2012
PDS Tech, Inc.   September 2001 - November 2002
SPR/Leaptnet   September 1998 - September 2001
Experian  August 1988 - September 1998

Skills
Integrated Marketing, Online Advertising, Digital Strategy, Digital Marketing, Security, Advertising, Energy, Strategic Planning, Budgets, Team Building, Microsoft Excel, Management, Project Planning, Training, Human Resources, Microsoft Office, Software Documentation, Project Management, Leadership

Education
University of Central Oklahoma   1986 — 1988
Bachelor of Science (BS), Computer Science

Northeastern Oklahoma A&M College   1984 — 1986
Associates of Applied Science, Computer Science

Experience
BOK Financial   2008 - Present
Wells Fargo Bank  January 2005 - March 2008
CTCOMM   2002 - 2005
Bank of America  1996 - 2000

Skills
Banking, Risk Management, Analytics, Quantitative Analytics, Statistical Modeling, Portfolio Management, Financial Risk, Investments, Forecasting, Credit, Capital Markets, Derivatives, Credit Risk, Valuation, Financial Modeling, Credit Analysis, Corporate Finance, Financial Services, Retail Banking, Financial Analysis, Mortgage Lending, Finance, Operational Risk, Mergers & Acquisitions, Due Diligence, Fixed Income

Education
Howard University
Master of Business Administration (MBA)

The George Washington University
Applied Statistics

Hammersmith & West London College
Strategic Marketing Studies

University of Alexandria
BS Statistics

Experience
BOK Financial   July 2007 - Present
Amegy Bank  May 2000 - July 2007
Regions Bank  September 1997 - May 2000
Chase  1993 - 1997

Skills
Corporate Communications, Multicultural Marketing, Web Content Management, Name Change, Marketing, Corporate Branding, Brand Architecture, Employer Branding, Brand Developement, Customer Satisfaction, Customer Engagement, Building Customer..., Human Resource Planning, MCIF, CRM, Social Media, Brand Management, Marketing Communications, Advertising, Strategy, Direct Marketing, Brand Development, Integrated Marketing, Direct Mail, Leadership, Analytics, E-commerce, Financial Services, Business Strategy, Product Development, Management, Mergers & Acquisitions, Marketing Management, Branding & Identity, Strategic Partnerships, Budgets, Banking, Enterprise Software, Product Marketing, Brand Awareness, Internal Communications

Education
Pepperdine University   1989 — 1990
MBA

Hiram College   1985 — 1989
BA

Experience
CHASE Bank Mortgage   August 2014 - Present
Flagstar Bank - Home Lending   November 2013 - August 2014
Houston Northwest Chamber of Commerce  May 2011 - January 2014
Houston Association of REALTORS  June 2010 - January 2014
EverBank  July 2013 - November 2013
PNC Mortgage  February 2013 - July 2013
Greater Houston Partnership  March 2011 - February 2013
BOK Financial   March 2011 - February 2013
BANK OF TEXAS Mortgage  March 2011 - February 2013
Ascent Home Loans Incorporated  February 2010 - March 2011

Skills
Mortgage Lending, Real Estate, Loans, FHA, Mortgage Banking, Investment Properties, Refinance, Strategic Planning, Team Building, Credit, Loan Origination, Small Business, Customer Service, Sales, Banking, New Business Development, First Time Home Buyers, Sales Management, Negotiation, Marketing, Advertising, Foreclosures, Residential Mortgages, Residential Homes, Funding, Management, Selling, Investments, Training, Business Development, Leadership, Finance, Credit Analysis, Insurance, Underwriting, Portfolio Management, Real Estate Transactions, Sellers, Analysis, USDA, VA loans, Management Consulting, Property, Referrals, Financial Services, Investors, Real Estate Financing, Cold Calling, Commercial Lending, VA Loans

Education
Roosevelt University   1983 — 1984

University of Illinois at Chicago   1971 — 1972

Florida State University   1971 — 1971

Principia College   1970 — 1970

The Principia Upper School   1966 — 1970
High Scool

Experience
BOK Financial   June 2014 - Present
Financial Additions  June 2010 - May 2014

Education
Abilene Christian University   2005 — 2010
Bachelor of Business Administration, Management and Marketing

Experience
BOK Financial   June 2015 - Present
Wintrust Financial Corporation  December 2012 - Present
MB Financial Bank  October 2011 - December 2012
MB Financial Bank  July 2009 - October 2011
MB Financial Bank  May 2008 - July 2009

Skills
Banking, Loans, Retail Banking, Customer Service, Microsoft Excel, Coaching, Team Building, Sales Management, Microsoft Office, Project Planning, Financial Services, Retail, Sales, Leadership Development, Management, Risk Management

Education
Columbia College Chicago   2005 — 2009
BA - Journalism, Broadcasting, African studies

Columbia College Chicago
Bachelor of Arts (B.A.), Broadcast Journalism

Experience
BOK Financial   February 2010 - Present
Charter Bank  August 1985 - February 2010

Skills
Mortgage Lending, Credit, Loan Origination, Banking, Credit Analysis

Education
New Mexico State University   1978 — 1981
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
CFO Network  October 2014 - Present
DanTrantham Consulting, LLC   February 2014 - October 2014
Retirement Plan Advisors  September 2013 - October 2014
Acton School of Business  January 2013 - June 2013
BOK Financial   July 2009 - December 2012

Skills
Entrepreneurship, Portfolio Management, Strategy, Investments, Trading, Financial Analysis, Marketing, Finance, Analysis, Fixed Income, Management, Bonds, Bloomberg, Start-ups, Sales, Business Development, Leadership, Asset Managment, Asset Management, Business Planning, Mergers & Acquisitions, Credit, Business Strategy, Strategic Planning, New Business Development, Business Valuation, Finding cheap bonds, Cashflow Analysis, Personal Training, Taxable Municipal Bonds, Tax-free Municipal Bonds, Municipal Bonds, Product Design, Music Industry, Public Speaking, Consulting, Financial Modeling, Microsoft Office, Marketing Strategy

Education
Acton School of Business   2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Ouachita Baptist University   2005 — 2009
BM, Music Composition and Business

University of Central Arkansas   2002 — 2003
business

Experience
RCB Bank  2010 - 2012
BOK Financial   November 2009 - September 2010

Skills
Customer Service, Teller Operations, Legal Research, Photo Research, Commercial Banking

Education
Martinsburg College   2013 — 2014
Medical office administration certificate, Medical Office Management/Administration

Clary Sage College   2009 — 2010
Cosmetology

Northeastern Oklahoma A&M College   2005 — 2007
Associate's degree, Business

Experience
PayPal  October 2014 - Present
Mobile Commerce Advisor   2014 - 2015
WorldPay (A Bain Capital Company)   July 2013 - September 2014
IP Commerce  May 2011 - May 2013
BOK Financial   2008 - 2011
Cleantech Solutions   2007 - 2011
Lehman Brothers  2006 - 2007
Countrywide Financial  2005 - 2006
Accredited Home Lenders  2003 - 2004

Skills
E-commerce, Business Development, Start-ups, SaaS, New Business Development, Mobile Payments, Cross-functional Team..., Payment Industry, Strategic Partnerships, Contract Negotiation, Payments, Electronic Payments, Business Strategy, Product Management, Payment Card Processing, Mobile Commerce, Cloud Computing, Technology, E-payments, Enterprise Software, Payment Systems, B2B, Management, Key Account Management, Cleantech, Channel Sales, Mobile Devices, Project Finance, Analytical Skills, Consultative Sales..., Global E-commerce, Channel Partner..., Startup Development

Education
Indiana University - Kelley School of Business   1998 — 2001
Finance

Experience
Retired  October 2013 - Present
Park Cities Bank  2008 - Present
BOK Financial   September 1993 - January 2007

Skills
Loans, Commercial Lending, Employee Relations, Benefits Administration, Succession Planning, Performance Management, Applicant Tracking..., Human Resources, Onboarding, Talent Acquisition, HRIS, Credit, Deferred Compensation, Employee Benefits, Commercial Banking, Banking, Financial Analysis, New Hire Orientations, HR Policies, Talent Management, Workforce Planning, Compensation & Benefit, Executive Pay, Organizational Design, Personnel Management, Employee Handbooks, HR Consulting, Career Development, Temporary Placement

Education
Louisiana Tech University   1963 — 1968
BS, MBA, Business Administration

Experience
BOK Financial   March 2012 - Present
National Advisors Trust  September 2001 - November 2011
Legacy Trust Company  September 1998 - September 2001
Eagle Management Group/Life Investors   May 1993 - December 1997

Skills
Business Development, Financial Services, Leadership, Entrepreneurship, Budgets, Financial Advisory, Asset Management, Financial Analysis, Investment Advisory

Education
Colorado State University   1988 — 1992
Bachelor of Science, Human Resource Management/Finance

Experience
BOK Financial   July 2015 - Present
TradeForecaster Global Markets   October 2012 - June 2015
Breakwater Trading  February 2012 - June 2012
TradeLink  January 2007 - February 2012
Eastern Financial Florida Credit Union  June 2005 - August 2005

Skills
Trading Strategies, Volatility, Proprietary Trading, Quantitative Finance, Derivatives, Options, Trading Systems, Electronic Trading

Education
Illinois Institute of Technology   2007 — 2009
MS Finance, Quantitative Finance

Oklahoma State University   2003 — 2006
BS in Business Administration - Finance, Risk Management Option

Experience
BOK Financial   September 2010 - Present
BOK Financial   January 2007 - September 2010
Prudential Financial  2006 - 2007

Education
Northeastern State University   2003 — 2006
Bachelor of Business Administration

Experience
BOK Financial   April 2015 - Present
HP Enterprise Services, LLC  August 2008 - June 2013
Electronic Data Systems  1997 - 2009
Sabre Holdings  1993 - 1997

Skills
Service Delivery, Pre-sales, IT Service Management, Active Directory, Troubleshooting, Windows Server, HP, Disaster Recovery, Process Improvement, Vendor Management, Incident Management, Windows 7, Service Management, Software Installation, Laptops, Technical Support

Education
DeVry Institute of Technology   1981 — 1985
Electronics Engineering Technology

Catoosa High School   1978 — 1981
High School Diploma

Experience
BOK Financial   September 2010 - December 2013
JPMorgan Chase  July 2006 - April 2009
JPMorgan Chase  July 2003 - July 2006
Bank One  March 2001 - July 2003
Bank One  January 1999 - March 2001
Bank One  October 1988 - November 1999
Bank One  November 1997 - October 1998
Bank One  July 1995 - November 1997
Bank One  April 1993 - July 1995
Bank One  May 1989 - April 1993

Skills
Strategic Planning, Process Improvement, Business Development, Sales Management, Leadership, Executive Management, Change Management, Team Building, Banking, Financial Services, Relationship Management, Finance, Customer Experience, Marketing, Organizational Design, Project Coordination, Revenue Enhancement, Matrix Management, Capital Budgeting, Communication Skills, Staff Development, Career Development, Small Business Expertise, Succession Planning, Family Business, Strategy, Loans, Management, Credit Analysis, Credit, Training, Commercial Lending, Portfolio Management, Treasury Management

Education
Baylor University - Hankamer School of Business   1986 — 1987
MBA, Finance, Marketing

Baylor University - Hankamer School of Business   1982 — 1986
BBA, Entrepreneurship, Finance

Experience
BOK Financial   June 2013 - Present

Skills
Microsoft SQL Server, SQL, .NET, Database Design, SSIS, Databases, Oracle, SSRS, Business Analysis, Software Development, XML, Stored Procedures, T-SQL, Business Intelligence, Data Warehousing, IIS, Web Applications, ASP, SQL Tuning, Web Development

Education
Missouri Southern State University   1995 — 1999
Bachelor, Computer Science

Experience
BOK Financial   December 2014 - Present
TIAA-CREF  September 1996 - October 2014

Education
University of San Diego   1988 — 1992
BA - Business Administration

College for Financial Planning   2007 — 2009
MS - Personal Financial Planning

Experience
CAP Tulsa  January 2014 - Present
CAP Tulsa  December 2012 - December 2013
CGB Enterprises  June 2010 - December 2012
Dollar Thrifty Automotive Group  August 2009 - May 2010
Chico's  October 2007 - February 2009
Manpower  January 2007 - October 2007
BOK Financial   July 2002 - January 2007

Skills
Negotiation, Benefits Administration, FMLA, Employee Relations, Employee Benefits, Management, Payroll, HRIS, Talent Acquisition, Strategic Planning, Process Improvement, Employee Engagement, Deferred Compensation, Succession Planning, Talent Management, Human Resources, Performance Management, HR Policies, Recruiting, Onboarding, Compensation & Benefit, Personnel Management, New Hire Orientations, Applicant Tracking..., Job Evaluation, College Recruiting, Organizational..., Workforce Planning, Job Descriptions, Compensation & Benefits

Education
Northeastern State University   1997 — 2001
BBA, Human Resource Management

Experience
Genworth US Mortgage Insurance  December 2013 - Present
BOK Financial   March 2012 - December 2013
Bank of Oklahoma  2011 - 2012
Bank of Oklahoma  2009 - 2011
HSBC  May 2007 - March 2009

Skills
Mortgage Lending, Banking, Loans, Business Development, Mortgage Banking, Loan Origination, Analysis, Team Building, Financial Analysis, Refinance, FHA, Process Improvement, Customer Service, Accounting, Manage Client..., Mortgage Insurance, Credit, Residential Mortgages, CRM

Education
Southern Nazarene University   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Central Christian College of Kansas   2003 — 2007
Bachelor's degree, Concentrations in Aviation Science and Sport Recreation

Experience
Bank of Oklahoma  January 2015 - Present
BOK Financial   January 2015 - Present
WesTower Communications  April 2014 - December 2014
Wolverine Tube, Inc.   August 2011 - February 2014
Claims Management Resources, inc  January 2010 - August 2011
Wolverine Tube, Inc.   February 2008 - January 2010
Wolverine Tube, Inc.   2006 - 2008
Wolverine Tube, Inc.   2004 - 2006
Wolverine Tube  1999 - 2001
Wolverine Tube, Inc  August 1992 - January 1999

Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Lean Sigma, Process Improvement, Kaizen, Manufacturing, Statistics, Change Management, Excel, DOE, Word, Root Cause Analysis, Business Process..., 5S, DMAIC, Analysis, Microsoft Office, Problem Solving, PowerPoint, Operations Management, Team Building, Design of Experiments, Microsoft Excel, Black Belt, Microsoft Word, Value Stream Mapping, Kanban, Minitab, SMED, Visio, Operational Excellence, Organizational..., Coaching, Management, Process Capability, PPAP, Quality Control, LSS, Black Belts, Visual Workplace, Quick Changeover, Leadership, Toyota Production System, Manufacturing..., Product Development, Project Planning, SPC, Manufacturing Operations, Theory of Constraints

Education
Six Sigma Academy and Company   2006 — 2007
Certification, Six Sigma Lean Black Belt

Georgia Institute of Technology   2003 — 2003
Certification, OSHA OTI 501 Train the trainer

Experience
Wells Fargo Advisors, LLC  September 2012 - Present
BOK Financial   March 2002 - August 2012
Oklahoma City University  2012 - 2012
Oklahoma Baptist University  2007 - 2007
BancFirst  1999 - 2002
NationsBank  December 1997 - March 1999
Tinker Federal Credit Union  1995 - 1998

Skills
High Net Worth..., Wealth Preservation..., Investments, Finance, Stock Management, Alternative Investments, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Bonds, Municipal Bonds, Convertible Bonds, 401k Rollovers, Life Insurance, IRAs, Hedge Funds, Public Speaking, Equities, Leadership, Risk Management, Financial Modeling

Education
Boston University
MS, Finance

Oklahoma Baptist University
BBA, Finance

Shawnee High School

Experience
Corona Technical Services, L.L.C.   April 2009 - Present
Global Asset Management, L.L.C   November 2008 - Present
Cyte Technologies, Inc.   January 2009 - December 2009
Corona Technical Services, L.L.C.   February 2008 - April 2009
Cyte Technologies, Inc.   February 2008 - January 2009
Cold Stone Creamery  June 2003 - September 2008
Bank of Oklahoma, N.A.   January 2007 - September 2007
Bank of Oklahoma, N.A.   October 2005 - January 2007
BOK Financial   2003 - 2007
Bank of Oklahoma  December 2003 - October 2005

Skills
Operations Management, Intellectual Property, Cloud Computing, Strategic Leadership, Enterprise Software, SaaS, Product Management, Vendor Management, Software Development, Security, Testing, IT Management, Leadership, Outsourcing, Strategic Planning, Troubleshooting, Information Technology, Project Management, Cross-functional Team..., IT Strategy, Program Management, Process Improvement, Team Leadership, Software Engineering, Training, Data Center, Telecommunications, Management, Strategy, Project Planning, Business Analysis, Business Planning, Business Intelligence, Integration, Enterprise Architecture, Executive Management, PMP, SharePoint, SDLC, Project Portfolio..., Disaster Recovery, Software Project..., Service Delivery, ITIL, Business Process..., Virtualization, IT Service Management, IT Operations, Business Process, Professional Services

Education
Rochester Institute of Technology   1994 — 1995
MSCS (coursework), Computer Science

Brigham Young University   1992 — 1994
MBA, Masters of Business Administration with emphasis on Technology Management

Brigham Young University--Marriott School of Management   1992 — 1994
MBA, Business Management

Weber State University   1983 — 1990
BSCS, Major in Computer Science; Minor in Computer Information Systems

Experience
BOK Financial   August 2013 - Present
BOK Financial   November 2008 - Present
Bank of Oklahoma  August 2006 - 2008
MidFirst Bank  February 1999 - July 2006

Skills
Customer Experience, Coaching, Policy, Retail Banking, Banking, Staff Development, Bank Operations, Branch Operation, Compliance, Risk Assessment, Risk Management, Commercial Banking, Loans, Training, Performance Management, Process Improvement, Relationship Management, Mortgage Lending, Consumer Lending

Education
Kansas State University
Economics

Sauk Valley College
AA, Criminal Justice

Tulsa Community College
Business

Experience
BOK Financial   March 2013 - Present
Bank of the West  November 2010 - February 2013
Army National Guard  June 2007 - November 2010
US Bank  March 2007 - June 2007
Umpqua Bank  November 2003 - March 2007
Army National Guard  August 2004 - February 2006
KVON 1440 AM   2003 - 2004
Downey Savings  July 1999 - November 2003

Skills
Banking, Commercial Banking, Loans, Competitive Analysis, Performance Management, Team Building, Credit, Small Business Lending, Public Speaking, Project Management, Commercial Lending, Sales, Portfolio Management, Consumer Lending, Employee Engagement, Performance Improvement, Process Improvement, Risk Management, Policy, Budgets, New Business Development, Project Planning, Employee Management, Mortgage Lending, Client Development, Credit Cards, Time Management, Customer Service, Commercial Lines, Cash-flow Management, Remote Deposit Capture, Credit Card Transaction..., Merchant Services, Process Analysis, Business Process..., Problem Solving, Branding & Identity, Presentation Development, Business Development, Inspiring People, Loan Origination, Communication, Board of Directors, Leadership, Leadership Development

Education
Dallas Baptist University
Master of Business Administration (M.B.A.) Candidate, Business/Project Management

Risk Management Association
Certificate, Global Cash Flow Analysis

American Public University System   2007 — 2012
Bachelor of Arts, Management, Graduate

Profit Mastery University   2013 — 2013
Certificate, Business Credit/Lending

Business & Banking Institute   2011 — 2011
Certificate, Business Credit/Lending

Department of the Army Advanced Leaders Course   2010 — 2010
Professional Diploma, Military Leadership/Management

1st Battalion Non-Commissioned Officer Academy, 640th Regiment   2009 — 2009
Professional Diploma, Small Unit Leadership

National Guard Professional Education Center   2009 — 2009
Professional Diploma, Career Counseling

Strength Maintenance Training Center Non-Commissioned Officer Academy   2009 — 2009
Professional Diploma, Human Resources

National Guard Professional Education Center   2007 — 2007
Professional Diploma, Recruiting, Retention and Attrition Management

Experience
BOK Financial   January 2015 - Present
Cherokee Nation Businesses  August 2014 - January 2015
Cherokee Nation Businesses - Security & Defense Division   December 2011 - August 2014
Northrop Grumman  November 2006 - December 2011
US Air Force Reserve  June 1998 - September 2010
BAE Systems  October 2005 - November 2006
Booz Allen Hamilton  October 2004 - September 2005
CIBER  October 2003 - September 2004
Titan Corporation  August 2000 - October 2003
United States Department of Defense  August 1999 - August 2000

Skills
Information Assurance, Security Policy, DoD, Vulnerability Assessment, Information Security..., DIACAP, Security Clearance, Security Audits, Cyber Operations, Disaster Recovery, Business Continuity, Air Force, IT Audit, Access Control, Network Engineering, Strategic Planning, Configuration Management, Computer Network..., Network Administration, Cyber Security, Information Security..., Contingency Planning, Incident Management, Security Engineering, Telecommunications..., CCTV, Accreditation, Readiness, Critical Infrastructure..., Network Management, Perimeter Security, IP CCTV, Information Operations, Department of Defense, Network Operations, Security Systems..., Cyberspace Operations, Security Architecture..., Video Surveillance..., Electronic Access..., Risk Assessment, Threat & Vulnerability..., Network Architecture, Security Operations..., Physical Security, Defense, CISSP, Command, Information Security, Computer Security

Education
Creighton University
Master of Science (M.S.), Computer Systems Management

University of Arkansas at Fayetteville   1983 — 1987
Bachelor of Business Administration (B.B.A.), Information Systems, Quantitative Analysis

Charles Page H.S.

Experience
BOK Financial   May 2009 - Present
The Bank of New York Mellon, N.A.   June 2002 - February 2009
ARAMARK  February 1998 - June 2002
Milliman & Robertson  June 1997 - January 1998
Bank of America  May 1996 - May 1997
Bank One  December 1995 - May 1996
Bank of America  May 1991 - December 1995
First Continental Financial Corporation (affiliate of Stephens Inc.)   January 1990 - May 1991

Skills
Energy, Higher Education, Swaps, Hospitals, Asset Management, Asset Managment, Financial Services, Management, Fixed Income, Finance, Accounting, Valuation, Loans, Banking, Bonds, Cash Management, Equities, Investments, Leadership, Budgets, Securities, Financial Analysis, Credit

Education
Iowa State University   1978 — 1982
BS

Experience
BOK Financial   January 2015 - Present
BOK Financial   April 2013 - January 2015
Senior Star Living  May 2009 - April 2013
Community Partners, LLC   April 2005 - January 2009
Adecco  July 2004 - March 2005
MeadowBrook Rehabilitation Hospital of Tulsa   July 2001 - April 2004

Skills
Employee Relations, Recruiting, Strategic Planning, Organizational..., Employee Benefits, Employee Engagement, Benefits Administration, HR Policies, Human Resources, Training, Leadership, Process Improvement, Team Building, Healthcare, Leadership Development, Payroll, Personnel Management, Budgets, Coaching, Management, Performance Management, Talent Management, Policy, Employment Law, Succession Planning, New Hire Orientations, Program Management, Deferred Compensation, Time Management, Onboarding, HRIS, FMLA, Compensation & Benefit, Talent Acquisition, College Recruiting, Applicant Tracking..., Job Descriptions, Interviews, Workforce Planning, Hiring, Temporary Placement, Job Fairs, Labor Relations, Internet Recruiting, Employee Training, HR Consulting, Taleo, Employee Handbooks, Staffing Services, Benefits Negotiation

Education
Cornell University   2012 — 2013
Advanced Strategic Human Resource Management Certification

University of Pheonix

Tulsa Community College

Experience
CoBiz Financial Inc.  December 2013 - Present
Retirement Planning Strategies   August 2013 - December 2013
BOK Financial   December 2011 - March 2013
Colorado State Bank and Trust  May 2009 - November 2011
Vectra Bank Colorado  May 2005 - March 2009
UMB Bank  April 2004 - May 2005
Colorado State Bank and Trust  January 1999 - November 2003

Skills
Screening, Employee Management, Banking, Employee Relations, Recruiting, Payroll, Management, Human Resources, Onboarding, Coaching, Performance Management, Employee Engagement, Applicant Tracking..., HRIS, New Hire Orientations, Employee Benefits, Hiring, Sourcing, HR Consulting, HR Policies, FMLA, Team Building, Building Relationships, Training, Talent Management, Talent Acquisition, Personnel Management, College Recruiting, Workforce Planning, Benefits Administration, Customer Retention, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Organizational...

Education
Art Institute of Pittsburgh   1993 — 1995
Associates, Business/Marketing

Experience
Hogan Taylor LLP   January 2015 - Present
BOK Financial   June 2014 - January 2015
BOK Financial   January 2014 - May 2014
Dillards  August 2013 - January 2014
Macy's  July 2013 - August 2013
Labette Community College  August 2012 - May 2013
Commercial Bank  July 2012 - October 2012

Skills
Leadership, Public Speaking, Sales, Microsoft Excel, Outlook, Quality Assurance, Microsoft Office, Microsoft Word, Fundraising, Customer Service, Research, Strategic Planning, Team Leadership, Analysis, Time Management, Bank Secrecy Act, Regulatory Compliance, Fraud Detection, Financial Crimes...

Education
Northeastern State University   2014 — 2015
Bachelor's Degree, Accounting, Senior

University of Tulsa   2013 — 2014
Bachelor of Science (BS), Accounting, Junior

Labette Community College   2011 — 2013
Associate of Science (A.S.), Business Administration

Experience
BOK Financial   September 2013 - Present
USAA  March 2010 - September 2013
New York Life Insurance Company  December 2008 - February 2010
Penn Mutual  February 2008 - December 2008
Edward Jones  December 2007 - February 2008
Mathis Brothers Furniture  January 2006 - December 2007

Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life

Education
The American College   2011 — 2015
CFP Modules, Financial Planning and Services

College for Financial Planning   2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning

Oklahoma State University-Stillwater, Ok   2001 — 2005
Business, Finance, General

Experience
BOK Financial   May 2015 - Present
BOK Financial   October 2014 - May 2015
BOK Financial   February 2012 - October 2014
Target  January 2006 - February 2012

Skills
Training & Development, Human Resources, Customer Service, Logistics Management, Event Planning, Microsoft Office, Banking, Leadership

Education
Northeastern State University
Bachelor's degree, Business, Marketing

Tulsa Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Experience
BOK Financial   October 2006 - Present

Skills
Continuous Improvement, Six Sigma, Change Management, Leadership, Operational Excellence, Analysis, Banking

Education
Monmouth University   1998 — 2000
MBA

Lehigh University   1990 — 1994
B.S.

Experience
BOK Financial   January 2015 - Present
Bank of Texas  January 2015 - Present

Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Retirement Planning, Securities, Personal Financial..., Strategic Financial..., Asset Management, Investment Management, Wealth Management..., Credit Analysis, Financial Advisory, Cash Management, Financial Analysis, Credit, Banking, Equities, Private Equity, Private Banking, Asset Allocation, Financial Services

Education
University of Houston
MBA, Finance

University of Houston
BAccy, Accountancy & Taxation

Baylor University - Hankamer School of Business
BBA, Finance

Experience
Mariner Wealth Advisors  September 2015 - Present
Valbridge Property Advisors  August 2014 - September 2015
BOK Financial   February 2010 - July 2014
BOK Financial   July 2007 - February 2010
TM Johnston & Co., P.C.   May 2006 - July 2007
Lisle Compton Cole & Almen   2005 - 2006

Skills
Banking, Wealth Management, Private Banking, Financial Analysis, Loans, Credit, Credit Analysis, Cash Management, Commercial Banking

Education
University of Central Oklahoma - College of Business Administration   2001 — 2006
Bachelor of Science (B.S.), Accounting

Experience
Covenant Multifamily Offices, LLC   April 2012 - Present
True North Advisors  April 2010 - April 2012
Frost Bank  October 2008 - February 2010
BOK Financial   November 2006 - June 2008
JP Morgan  June 1989 - October 2006

Education
Baylor University   1984 — 1989
BBA, Finance/Accounting

Experience
BOK Financial   May 2008 - Present
Publicis  July 2006 - March 2008
Noble World Communications   January 2004 - July 2006
Square One  September 2003 - December 2003
Ackerman McQueen  January 1998 - July 2003

Skills
Marketing Strategy, Advertising, Change Management, Strategic Planning, Leadership, Budgets, Team Building, Banking, Strategy, Management, Market Research, Business Development, Email Marketing, Sales, Team Leadership, Account Management, Project Management, Marketing, Business Strategy, New Business Development, Product Marketing, Marketing Communications, Sales Management, Direct Marketing, Product Management, Social Media Marketing, Social Media, Marketing Management, CRM, Product Development, Public Relations

Education
East Central University   1994 — 1997
Bachelor of Science, Business, Management, Marketing

Experience
BOK Financial   March 2012 - Present
First National Bank of Omaha  March 2008 - February 2012
Omaha Jaycees   January 2009 - December 2009
Omaha Jaycees   January 2008 - December 2008
Mutual of Omaha Investor Services  December 2001 - March 2008
Omaha Jaycees   January 2007 - December 2007
Omaha Jaycees   January 2006 - December 2006
Pioneer Investments  May 2000 - November 2001

Skills
SQL, Report Writing, Management Consulting, Performance Consulting, Data Analysis, Microsoft Office, SQL Server, Budgets, Leadership, Management, Microsoft SQL Server, Positive Can-do Attitude

Education
Concordia University, Nebraska   1996 — 2000
Bachelor of Science, Business Administration, Minor in Mathematics

University of Nebraska at Omaha
MBA

Experience
PlainsCapital Corporation  December 2012 - Present
BOK Financial   April 2008 - December 2012
LOPEZGARCIA GROUP  January 2007 - April 2008

Skills
Employee Relations, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Onboarding, Talent Management, Performance Management, Succession Planning, Organizational..., HRIS, Strategic Planning, Banking, Leadership, Financial Services, Deferred Compensation, College Recruiting, Employee Benefits, Personnel Management, Benefits Administration, Interviews, Internet Recruiting, New Hire Orientations, FMLA, Employee Training, Workforce Planning

Education
Abilene Christian University   2000 — 2004
BA

Experience
Direct Energy Business  January 2015 - Present
BOK Financial   December 2013 - December 2014
The F&M Bank & Trust Company   June 2012 - December 2013
PennWell  August 2005 - June 2012

Skills
10 Key, Microsoft Excel, Microsoft Office, Microsoft Word, Account Management, Customer Service, Finance, Loans, Risk Management, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Banking

Education
Northeastern State University
Finance, General

Experience
BOK Financial   December 2012 - Present
BOK Financial   January 2009 - December 2012
Resources Global Professionals  May 2008 - December 2008
LINX LLLP  November 2007 - April 2008
HP  April 2005 - May 2007
Hewlett-Packard  January 1994 - March 2004
Hewlett Packard  March 1988 - December 1993

Skills
Facilities Management, Budgeting, Vendor Relations, Construction Management, Space Planning, Vendor Management, Process Improvement, Corporate Real Estate, Budgets, Project Management, Program Management, Space-planning, Contract Negotiation, Procurement, Operations Management, Team Building, Contract Management, Management, Project Planning, Telecommunications, Integration, Strategic Planning, Leadership, Change Management, Business Analysis, Real Estate, Strategy, Negotiation, Risk Management, SDLC, Business Strategy, Team Leadership, Training, Cross-functional Team..., Project Portfolio..., Management Consulting, Mergers & Acquisitions, Business Development, Data Center, MS Project, Sourcing, Process Scheduler, Outsourcing, Security, Human Resources, Enterprise Software, Space planning, Executive Management, IT Management, Six Sigma

Education
Colorado Technical University
Bachelor of Science, Business Administration/Project Management

University of Denver

Experience
BOK Financial   April 2013 - Present
Stearns Lending  January 2012 - March 2013
Bank of America  July 2008 - October 2011
Countrywide Home Loans  2003 - 2008
A.G. Edwards   2001 - 2003

Skills
Mortgage Banking, Residential Mortgages, Consumer Lending, Commercial Lending, Credit Analysis, Mortgage Lending, Sales, FHA, Banking, VA loans, Loan Origination, Loans, USDA, Credit, Finance, Mortgage Servicing, Refinance, Mortgage Underwriting, Credit Risk, Underwriting, Selling, FHA financing, Sales Management

Education
Cleveland State University   1999 — 2000
MBA

Cleveland State University   1996 — 1999
Bachelors of Business Administration, Marketing

Experience
Associated Bank  June 2014 - Present
BOK Financial   2006 - May 2014
BOK Financial Corp  September 2006 - 2014
Bank One/JPMorgan Chase  July 1996 - August 2006
Bank One  1998 - 2006
JPMorgan Chase  1991 - 2006

Skills
Commercial Banking, Cash Management, Banking, Treasury Management, Treasury Services, Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending

Education
New Mexico State University   1977 — 1982

Experience
BOK Financial   April 2013 - Present
Wells Fargo  December 2008 - April 2013
Wells Fargo  June 2002 - November 2008
Wells Fargo  June 1999 - May 2002
North Dakota State University  June 1997 - May 1999

Skills
Operations Management, Third Party Vendor..., Business Continuity..., Program Management, Management, Business Impact Analysis, LDRPS, Career Development..., Risk Management, Financial Services, Operational Risk..., Relationship Management, Enterprise Risk..., Electronic Payments, AML, FFIEC, Risk Assessment, W3C Accessibility, Operational Risk, Recovery Strategies, Business Resumption..., Recovery Plans, Professional Mentoring, Non-profit Volunteer, Remote User Testing, Managing Meetings, Diversity Program..., Diversity & Inclusion..., Group Exercise..., Managing Events, Vendor Management, Business Continuity, Banking

Education
College of St. Catherine   2000 — 2002
Master's degree, Organizational Leadership

Carroll College
Bachelor of Science (B.S.), Business Administration and Management, General and Communications

Experience
BOK Financial   June 2013 - Present
Oklahoma State University - The Watson Graduate School of Management   August 2011 - May 2013
Cerner Corporation  March 2010 - July 2011
Cerner Corporation  August 2007 - March 2010
Vanguard Car Rental USA, Inc.   June 2006 - August 2006
Oneok  December 2002 - February 2003

Skills
Direct Sales, New Business Development, Marketing Strategy, Presentations, Business Strategy, Networking, Strategic Partnerships, Account Management, Enterprise Solution..., SPIN Selling, SaaS, Software Solution Sales, Leadership, Customer Service, Healthcare, Sales Process, Salesforce.com, Sales, Microsoft Office, Strategic Planning, Finance, Management

Education
Oklahoma State University - The Watson Graduate School of Management   2011 — 2013
MBA

Oklahoma State University   2003 — 2007
Bachelor of Science, Management, Economics

Cascia Hall Preparatory School   1996 — 2003

Experience
BOK Financial   September 2013 - Present
Bank of America  November 2009 - September 2013
Five Star Development, Scottsdale Arizona   January 2009 - December 2009
Wachovia  June 2005 - January 2009
Bank of America  November 1997 - June 2005
Fifth Third Bank  April 1994 - November 1997

Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Underwriting, Credit, Banking, Portfolio Management, Cash Management, Investments, Treasury Management, Financial Analysis, Risk Management, Financial Modeling, Finance, Real Estate, Asset Managment, Capital Markets, Wealth Management

Education
Eastern Michigan University   1995 — 1997
MBA

Central Michigan University   1990 — 1994
BS/BA, Finance

Experience
TD Ameritrade  July 2011 - Present
TD Ameritrade  February 2011 - July 2011
BOK Financial   2006 - February 2011
Bank of America  2002 - 2006
Cinta Networks  2000 - 2002
Space Systems Loral  1995 - 2000

Skills
Lean Manufacturing, Business Process..., Six Sigma, Change Management, Banking, Process Improvement, Operational Excellence, MS Project, Business Strategy, Project Management, Continuous Improvement, Cross-functional Team..., Manufacturing, Process Engineering, Strategy, Management, Leadership, Black Belt, Forecasting, CRM, Kaizen, Risk Management, Operations Management, Program Management, Vendor Management, Call Centers, Customer Satisfaction, Business Process, Project Portfolio..., Analysis, Quality Assurance, Business Analysis, Team Leadership, Management Consulting, Financial Services, Team Building, PMO

Education
Oklahoma State University   2010 — 2013
MBA, Finance

Arizona State University   1990 — 1995
B.S., Mechanical Engineering Technology

University of Virginia Darden School of Business

Experience
BOK Financial   March 2015 - Present
BOK Financial   September 2004 - Present
SABRE  1998 - 2004
Spectrum Paint  June 1997 - July 1998
Harbor Paint and Wallcoverings   June 1996 - June 1997
The Sherwin Williams Company  August 1993 - May 1996

Skills
VPN, Disaster Recovery, Business Continuity, IDS, Information Security..., VMware, System Administration, Information Security, Firewalls, Symantec DLP, Security Audits, IT Audit

Education
Emporia State University
BA Business Management

Experience
BOK Financial   May 2007 - Present
George K. Baum & Company   2005 - 2007
Northwestern Mutual  2000 - 2005

Skills
Series 7, Portfolio Management, Investments, Series 63, Bonds, Trading

Education
Baker University   2006 — 2008
Master of Business Administration (MBA), Finance Emphasis

University of Missouri-Kansas City   2001 — 2005
Bachelor of Business Administration (BBA), Finance Emphasis

Experience
Family & Children's Services   July 2012 - Present
Family & Children's Services   2012 - 2013
BOK Financial   April 1999 - August 2011
Bank of Oklahoma  1999 - August 2011
Amoco  May 1996 - March 1999
Sumit Computers   June 1993 - May 1996

Skills
PC repair, Network Cabling, PC Repair, Windows Server, Windows 7, Cabling, Computer Repair, Disaster Recovery, Business Continuity, Software Installation, Active Directory

Education
Oak Tree, Tulsa, Oklahoma   2008 — 2008
Microsoft Server 2003

Tulsa Junior College   1984 — 1985
Computer Programming

Northeastern State University   1982 — 1984
Mainframe Programming

Experience
BOK Financial   November 2013 - Present
Regions Financial Corporation  January 2009 - October 2013
Wachovia  November 2002 - December 2008
First Horizon National Corporation  June 1993 - February 2001

Skills
AML, Financial Risk, Auditing, Bank Secrecy Act, Consumer Compliance, Operational Risk..., Leadership, Loans, Operational Risk, Banking, Process Improvement, Enterprise Risk..., @Risk, OFAC, Anti Money Laundering, Internal Audit, Risk Management

Education
Haslam College of Business at the University of Tennessee   1981 — 1985
Bachelor of Science in Business Administration, Finance

Experience
BOK Financial   April 2013 - Present
National Bank of Kansas City  February 2006 - March 2013
Mortgage Plus, Inc.   May 1997 - March 2006

Skills
Residential Mortgages, Strategic Partnerships, Team Building, Commercial Banking, Credit Risk, Risk Management, Customer Acquisition, Leadership, Mortgage Lending, USDA, Investment Properties, Sales Operations, Financial Services, Loan Origination

Education
Washburn University   1987 — 1989
Master of Arts (M.A.), Educational Administration and Supervision

Bethany College   1980 — 1985
Bachelor of Arts (B.A.), Secondary Education and Teaching

Experience
BOK Financial   March 2012 - Present
BOK Financial   May 2008 - March 2012
BOK Financial Corp.  June 2007 - May 2008
Vanguard Car Rental  2006 - 2007

Education
Kansas State University
Bachelor of Science (B.S.), Human Development and Family Studies, General

Experience
BOK Financial   2014 - Present
Voya Investment Management  2008 - 2013
FTI Consulting  2004 - 2008
Huron Consulting Group  1999 - 2004

Skills
Leveraged Finance, Leveraged Lending, Capital Markets, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Private Equity, Chartered Financial..., Due Diligence, Investment Banking, Restructuring, Financial Analysis, Financial Modeling, CPA, Hedge Funds

Education
University of Notre Dame
MBA, Finance

Marquette University
BS, Accounting

Experience
BOK Financial   August 2014 - Present
UMB Bank  February 2010 - August 2014
Wells Fargo Bank  February 2003 - December 2009

Skills
Banking, Corporate Finance, Finance, Leadership, Microsoft Word, Negotiation, Team Building, Cash Management, Coaching, Loans, Management, Relationship Management, Risk Management, Marketing, Portfolio Management

Education
Baker University   2006 — 2008
Bachelor's, Business Administration

Experience
BOK Financial   May 2013 - Present
BOK Financial   May 2010 - April 2013
BOK Financial   March 2008 - April 2010
BOK Financial   June 2006 - March 2008

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Policy/Procedure..., Compliance, Wealth Management, Chartered Financial..., Alternative Investments

Education
University of Tulsa   2004 — 2006
Master of Science, Finance

Jinan University   2000 — 2004
Bacholers in Economics, Finance

University of the Incarnate Word   2002 — 2003
Exchange Student, Finance

Experience
ONEOK  January 2014 - Present
BOK Financial   October 2013 - December 2013
BOK Financial   May 2013 - August 2013
Geek Squad  October 2009 - January 2010
United States Air Force  August 2007 - October 2009
United States Air Force  October 2003 - August 2007

Skills
Leadership, Software Documentation, Troubleshooting, Business Intelligence, Public Speaking, Team Leadership, Data Analysis, Training, Analysis, Testing, Supervisory Skills, Process Improvement, Soldering, Windows, Microsoft Word, Microsoft Excel, Leadership Development, SQL, Critical Thinking, Microsoft BI Suite, Computer Hardware, Visio, Security, PowerPoint, Management, Java, HTML 5, Microsoft Office, Time Management, Security Clearance, Electronics, Research, CSS, OS X, JavaScript, System Administration, Instructor-led Training, PHP, Customer Service, Safety Management..., Inventory Management, Program Management, Active Directory, Safety Management, Access, CSS3, Social Media, Facebook, Photoshop, Database Design

Education
University of Tulsa   2009 — 2013
Bachelor of Science (BS) in Business Administration

Community College of the Air Force   2004 — 2009
Associate’s Degree

Experience
BOK Financial   December 2012 - Present
BOK Financial   2006 - 2012
Commerce Bank  March 2003 - December 2006
UMB Bank  March 2000 - March 2003

Skills
Commercial Lending, Credit, Loans, Banking, Securities, Investments, Wealth Management, Capital Markets, Financial Services, Finance, Risk Management

Education
Washburn University School of Law   1997 — 2000
Juris Docorate, Law

Kansas State University   1993 — 1997

Experience
BOK Financial   May 2001 - Present
Bank of New Mexico   January 1995 - January 1998

Skills
Personnel Management, Supervisory Experience, Managing multiple..., multiple shifts, Remittance Processing, Item Processing, Project Management, ACH, Wire Transfers, Exceptions, Budget Process, Budget Monitoring, Portfolio Management, Banking, Credit Analysis, Loans

Education
New Mexico State University   1989 — 2004
Bachelor of Science (BS), Agricultural Business and Management

Experience
BOK Financial   May 2007 - Present
Verizon  February 2004 - May 2007
WorldCom  February 1997 - June 2002
Memorex Telex  1981 - 1996

Skills
Business Analysis, Vendor Management, Leadership, ITIL, Cloud Computing, Process Improvement, Management, Integration, IT Service Management, Disaster Recovery, Telecommunications, Security, Enterprise Software, Service Delivery, Enterprise Architecture

Education
Black Hawk College   1981 — 1983

UTHS High School   1973 — 1977
Graduate