BOK Financial
Industry: Bank holding company
DescriptionBOK Financial Corporation is a bank holding company headquartered in the BOK Tower in Tulsa, Oklahoma. The company is 60% owned by George Kaiser, who acquired the bank in 1991 from the FDIC. It is the largest bank in Oklahoma, with 14% of the total deposits in the state. Headquarters: Tulsa, Oklahoma, United States Owner: George Kaiser (60%) CEO: Steven G. Bradshaw Subsidiaries: BOKF, National Association, Bank of Arizona,
BOK Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BOK Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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583 BOK Financial employees in database. Find out everything there's to know about BOK Financial 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.
BOK Financial Employees
Employee
Years
Job
Industry
Tanner Sprague Tanner Sprague's BOK Financial Experience March 2014 - March 2015
Job Senior Financial Analyst Billing Solutions at Verizon
Industry Information Technology and Services
Experience
Verizon March 2015 - Present
Best Buy August 2012 - August 2015
BOK Financial March 2014 - March 2015
SilverTree Technology November 2013 - March 2014
Grand River Dam Authority May 2013 - October 2013
November Sundays, Inc. May 2012 - August 2012
Los Angeles Dream Center August 2010 - December 2010
Williams Company May 2010 - July 2010
University of Oklahoma Career Services January 2010 - May 2010
Skills
Oracle Enterprise..., Oracle SQL Developer, Oracle PL/SQL..., Financial Reporting, Web Development, HTML, CSS, SQL, SQL Server Management..., Relational Databases, Databases, C#, Visual Studio, Social Networking, Adobe Creative Suite, Public Speaking, Wordpress, Microsoft Excel
Education
Oral Roberts University 2011 — 2014
Computer Information Technology, Business Minor, Business, Computer Science
University of Oklahoma - Price College of Business 2008 — 2010
MIS, Management Information Technology, IT, Business
Verizon March 2015 - Present
Best Buy August 2012 - August 2015
BOK Financial March 2014 - March 2015
SilverTree Technology November 2013 - March 2014
Grand River Dam Authority May 2013 - October 2013
November Sundays, Inc. May 2012 - August 2012
Los Angeles Dream Center August 2010 - December 2010
Williams Company May 2010 - July 2010
University of Oklahoma Career Services January 2010 - May 2010
Skills
Oracle Enterprise..., Oracle SQL Developer, Oracle PL/SQL..., Financial Reporting, Web Development, HTML, CSS, SQL, SQL Server Management..., Relational Databases, Databases, C#, Visual Studio, Social Networking, Adobe Creative Suite, Public Speaking, Wordpress, Microsoft Excel
Education
Oral Roberts University 2011 — 2014
Computer Information Technology, Business Minor, Business, Computer Science
University of Oklahoma - Price College of Business 2008 — 2010
MIS, Management Information Technology, IT, Business
Laura Ann Bartlett, CEBS, AIFA's BOK Financial Experience May 2013 - Present
Job Vice President, Institutional Wealth
Industry Financial Services
Experience
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
Si Pipes Hawk Si Pipes Hawk's BOK Financial Experience February 1994 - April 2007
Job President at Hawk Productions
Industry Media Production
Experience
Hawk Productions July 1976 - Present
Hawk Productions Company 1976 - Present
Bank of Oklahoma April 2007 - April 2008
BOK Financial February 1994 - April 2007
The Computercenter / CMOS September 1979 - June 1996
Oklahoma Talk Radio Network January 1990 - December 1993
KJRH-NBC-TV August 1980 - November 1989
Tulsa Computer Society, Inc. 1980 - 1984
KXXO-CBS Newstalk 13 February 1979 - August 1980
Telex Computer Products Corporation June 1979 - June 1980
Skills
Voice Over, Video Production, Radio Host, Sound, Voice Acting, Video, Radio Broadcasting, Film, Documentaries, Broadcast Television, Web Video, Audio Editing, Videography, Recording, System Administration, Broadcast Journalism, Multimedia, Video Editing, Media Relations, Audio Post Production, Windows Server, Software Documentation, Pro Tools, Windows 7, Station Imaging, On-air Experience, On-air Hosting, On-air Reporting, News Producing, Television News..., Audio Board, Studio Camera Operation, Audio Boards, Wireless Microphones, Microphone Placement, SFX Editing, Voice Actor, Audio Engineer, Audio, Production, Television, Radio Producing, Producing, Radio Production, News Production, Broadcast, Radio, Management, Advertising, Social Media
Education
Oral Roberts University
B.S., Mass Communications
Tulsa Community College
A.A., Journalism
Tulsa Memorial High School
HS Diploma, Broadcasting
Hawk Productions July 1976 - Present
Hawk Productions Company 1976 - Present
Bank of Oklahoma April 2007 - April 2008
BOK Financial February 1994 - April 2007
The Computercenter / CMOS September 1979 - June 1996
Oklahoma Talk Radio Network January 1990 - December 1993
KJRH-NBC-TV August 1980 - November 1989
Tulsa Computer Society, Inc. 1980 - 1984
KXXO-CBS Newstalk 13 February 1979 - August 1980
Telex Computer Products Corporation June 1979 - June 1980
Skills
Voice Over, Video Production, Radio Host, Sound, Voice Acting, Video, Radio Broadcasting, Film, Documentaries, Broadcast Television, Web Video, Audio Editing, Videography, Recording, System Administration, Broadcast Journalism, Multimedia, Video Editing, Media Relations, Audio Post Production, Windows Server, Software Documentation, Pro Tools, Windows 7, Station Imaging, On-air Experience, On-air Hosting, On-air Reporting, News Producing, Television News..., Audio Board, Studio Camera Operation, Audio Boards, Wireless Microphones, Microphone Placement, SFX Editing, Voice Actor, Audio Engineer, Audio, Production, Television, Radio Producing, Producing, Radio Production, News Production, Broadcast, Radio, Management, Advertising, Social Media
Education
Oral Roberts University
B.S., Mass Communications
Tulsa Community College
A.A., Journalism
Tulsa Memorial High School
HS Diploma, Broadcasting
Nick Eschenheimer Nick Eschenheimer's BOK Financial Experience June 2014 - Present
Job Vice President/Sales Manager at Bank of Oklahoma
Industry Financial Services
Experience
BOK Financial June 2014 - Present
Wunderlich Securities December 2012 - June 2014
SMH Group, Inc March 2009 - December 2012
Smith Barney January 2001 - March 2009
Merrill Lynch July 1996 - January 2001
Skills
Wealth Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Advisory, Investments, Finance, Mutual Funds, Investment Strategies, Retirement, 401k, Securities, Investment Management, Portfolio Management, Pensions, Wealth Management..., Investment Advisory..., Series 7, Alternative Investments, Risk Management, Investment Policy..., Uniform Combined State..., Employee Benefits, Financial Services, Wealth Accumulation, Management, Financial Analysis
Education
University of Missouri-Kansas City 1992 — 1993
B.A., Economics
University of Kansas 1988 — 1992
B.A., Economics
BOK Financial June 2014 - Present
Wunderlich Securities December 2012 - June 2014
SMH Group, Inc March 2009 - December 2012
Smith Barney January 2001 - March 2009
Merrill Lynch July 1996 - January 2001
Skills
Wealth Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Advisory, Investments, Finance, Mutual Funds, Investment Strategies, Retirement, 401k, Securities, Investment Management, Portfolio Management, Pensions, Wealth Management..., Investment Advisory..., Series 7, Alternative Investments, Risk Management, Investment Policy..., Uniform Combined State..., Employee Benefits, Financial Services, Wealth Accumulation, Management, Financial Analysis
Education
University of Missouri-Kansas City 1992 — 1993
B.A., Economics
University of Kansas 1988 — 1992
B.A., Economics
Taylor Russ Taylor Russ's BOK Financial Experience March 2015 - Present
Job Vice President at BOK Financial
Industry Banking
Experience
BOK Financial March 2015 - Present
BOK Financial May 2012 - February 2015
BOK Financial November 2011 - May 2012
BOK Financial July 2009 - November 2011
BOK Financial August 2008 - July 2009
BOK Financial June 2007 - August 2008
Skills
Seniors Housing, Real Estate Development, Commercial Banking, Real Estate Lending, Senior Housing..., Loans, Credit Analysis, Portfolio Management, Commercial Real Estate, Real Estate, Credit, Banking, Loan Origination, Commercial Lending, Real Estate Financing, Credit Risk
Education
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University - Cox School of Business 2003 — 2007
Finance, Finance, Economics, Accounting, English, Film
BOK Financial March 2015 - Present
BOK Financial May 2012 - February 2015
BOK Financial November 2011 - May 2012
BOK Financial July 2009 - November 2011
BOK Financial August 2008 - July 2009
BOK Financial June 2007 - August 2008
Skills
Seniors Housing, Real Estate Development, Commercial Banking, Real Estate Lending, Senior Housing..., Loans, Credit Analysis, Portfolio Management, Commercial Real Estate, Real Estate, Credit, Banking, Loan Origination, Commercial Lending, Real Estate Financing, Credit Risk
Education
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Southern Methodist University - Cox School of Business 2003 — 2007
Finance, Finance, Economics, Accounting, English, Film
Alan Miller Alan Miller's BOK Financial Experience July 2011 - April 2013
Job Private Wealth Advisors Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank April 2013 - Present
BOK Financial July 2011 - April 2013
Bank of Texas July 2008 - July 2011
JPMorgan Chase January 2006 - June 2008
JP Morgan Chase / Bank One 1993 - 2005
Bank of America 1988 - 1993
Skills
Banking, Finance, Treasury, Treasury Services, Corporate Trust, Commercial Lending, Commercial Banking, Private Banking, Loans, Credit Analysis, Treasury Management, Mortgage Lending, Wealth Management, Credit, Foreign Exchange
Education
Southern Methodist University - Cox School of Business 1988 — 1988
MBA, Finance
The University of Texas at Austin 1983 — 1987
BBA, Finance
Texas Capital Bank April 2013 - Present
BOK Financial July 2011 - April 2013
Bank of Texas July 2008 - July 2011
JPMorgan Chase January 2006 - June 2008
JP Morgan Chase / Bank One 1993 - 2005
Bank of America 1988 - 1993
Skills
Banking, Finance, Treasury, Treasury Services, Corporate Trust, Commercial Lending, Commercial Banking, Private Banking, Loans, Credit Analysis, Treasury Management, Mortgage Lending, Wealth Management, Credit, Foreign Exchange
Education
Southern Methodist University - Cox School of Business 1988 — 1988
MBA, Finance
The University of Texas at Austin 1983 — 1987
BBA, Finance
Taylor Morris Taylor Morris's BOK Financial Experience January 2014 - Present
Job Energy Analyst at BOK Financial
Industry Banking
Experience
BOK Financial January 2014 - Present
BOK Financial May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Banking, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Corporate Finance, Research, Social Media, Teamwork, English, Portfolio Management, Business Analysis, Project Management
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Business Honors
BOK Financial January 2014 - Present
BOK Financial May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Banking, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Corporate Finance, Research, Social Media, Teamwork, English, Portfolio Management, Business Analysis, Project Management
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Business Honors
Jenna (Brushwood) Bradburn Jenna (Brushwood) Bradburn's BOK Financial Experience May 2007 - August 2007
Job Realtor at Keller Williams Memorial
Industry Retail
Experience
Keller Williams Memorial April 2014 - Present
American Eagle Outfitters March 2013 - September 2013
American Eagle Outfitters June 2012 - March 2013
American Eagle Outfitters - NYC Flagship April 2010 - May 2012
aerie by American Eagle - Times Square Flagship July 2009 - April 2010
American Eagle Outfitters June 2008 - June 2009
BOK Financial May 2007 - August 2007
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Customer Service, Sales, Inventory Management, Marketing, Driving Results, Recruiting, Store Operations, Social Media, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Loss Prevention, Training, Inventory Control, Fashion, Coaching, Team Building, Profit, Retail Sales, Merchandise Planning
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA, Marketing
Keller Williams Memorial April 2014 - Present
American Eagle Outfitters March 2013 - September 2013
American Eagle Outfitters June 2012 - March 2013
American Eagle Outfitters - NYC Flagship April 2010 - May 2012
aerie by American Eagle - Times Square Flagship July 2009 - April 2010
American Eagle Outfitters June 2008 - June 2009
BOK Financial May 2007 - August 2007
Skills
Visual Merchandising, Merchandising, Store Management, Retail, Customer Service, Sales, Inventory Management, Marketing, Driving Results, Recruiting, Store Operations, Social Media, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Loss Prevention, Training, Inventory Control, Fashion, Coaching, Team Building, Profit, Retail Sales, Merchandise Planning
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA, Marketing
Jordan Pedigo Jordan Pedigo's BOK Financial Experience November 2012 - Present
Job Assistant Vice President Division Controller at BOK Financial
Industry Banking
Experience
BOK Financial November 2012 - Present
Textron July 2011 - October 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Process Improvement, Internal Controls
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2016
MS Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2009 — 2011
Bachelor of Science (B.S.), Economics
BOK Financial November 2012 - Present
Textron July 2011 - October 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Process Improvement, Internal Controls
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2016
MS Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Southern Methodist University - Cox School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2009 — 2011
Bachelor of Science (B.S.), Economics
Don Mallory Don Mallory's BOK Financial Experience August 2010 - Present
Job VP, Marketing Manager
Industry Banking
Experience
BOK Financial August 2010 - Present
Zions Bancorporation (Vectra Bank Colorado) August 2006 - August 2010
Zions Bancorporation (Vectra Bank Colorado) August 2004 - August 2006
McGraw-Hill Financial (Platts) March 2001 - August 2004
Texas Tech University March 2000 - December 2000
Skills
Business Development, Marketing Strategy, Marketing, Marketing Communications, CRM, Banking, Management, Leadership, Process Improvement, Training, Strategic Planning, Event Management, Integrated Marketing, Analysis, Project Management, Public Relations, Merchandising Strategies, Customer Experience, Program Management, Client Experience, Promotions, Budgets, Retail, Coaching, New Business Development
Education
Texas Tech University - Rawls College of Business 1996 — 2000
BBA
BOK Financial August 2010 - Present
Zions Bancorporation (Vectra Bank Colorado) August 2006 - August 2010
Zions Bancorporation (Vectra Bank Colorado) August 2004 - August 2006
McGraw-Hill Financial (Platts) March 2001 - August 2004
Texas Tech University March 2000 - December 2000
Skills
Business Development, Marketing Strategy, Marketing, Marketing Communications, CRM, Banking, Management, Leadership, Process Improvement, Training, Strategic Planning, Event Management, Integrated Marketing, Analysis, Project Management, Public Relations, Merchandising Strategies, Customer Experience, Program Management, Client Experience, Promotions, Budgets, Retail, Coaching, New Business Development
Education
Texas Tech University - Rawls College of Business 1996 — 2000
BBA
Ed Shaver Ed Shaver's BOK Financial Experience January 2007 - September 2010
Job Senior Vice PresidentPrivate Wealth Mortgage Advisor at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank November 2014 - Present
Amegy Mortgage Company, L.L.C. January 2014 - August 2014
BBVA Compass November 2010 - December 2013
BOK Financial January 2007 - September 2010
Summit Bank December 2003 - December 2006
Community Bank August 1996 - November 2003
Skills
Loans, Mortgage Lending, Credit Analysis, Loan Origination, Construction Loans, Commercial Lending, Consumer Lending, Banking, Commercial Real Estate, Real Estate Economics, Business Development, Real Estate Development, Portfolio Management, Operations Management, Jumbo Mortgage, Mortgage Underwriting, Mortgage Marketing, Secondary Mortgage..., Salesforce.com, Entrepreneurship, Budgets, Finance, New Business Development, Sales Management, Real Estate, Credit
Education
Texas Christian University 1974 — 1979
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas Capital Bank November 2014 - Present
Amegy Mortgage Company, L.L.C. January 2014 - August 2014
BBVA Compass November 2010 - December 2013
BOK Financial January 2007 - September 2010
Summit Bank December 2003 - December 2006
Community Bank August 1996 - November 2003
Skills
Loans, Mortgage Lending, Credit Analysis, Loan Origination, Construction Loans, Commercial Lending, Consumer Lending, Banking, Commercial Real Estate, Real Estate Economics, Business Development, Real Estate Development, Portfolio Management, Operations Management, Jumbo Mortgage, Mortgage Underwriting, Mortgage Marketing, Secondary Mortgage..., Salesforce.com, Entrepreneurship, Budgets, Finance, New Business Development, Sales Management, Real Estate, Credit
Education
Texas Christian University 1974 — 1979
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jo Ellen Fritz, CFP®'s BOK Financial Experience February 1999 - January 2000
Job Balanced Financial Planning, Inc.
Industry Financial Services
Experience
Balanced Financial Planning, Inc. November 2004 - Present
Garrett Financial Planning January 2000 - November 2004
BOK Financial February 1999 - January 2000
Skills
Personal Finance, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Financial Advisory, Financial Planners, Retirement, Estate Planning, Financial Planning, Certified Financial..., Financial Analysis
Education
University of Kansas 1987 — 1990
Business
Balanced Financial Planning, Inc. November 2004 - Present
Garrett Financial Planning January 2000 - November 2004
BOK Financial February 1999 - January 2000
Skills
Personal Finance, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Financial Advisory, Financial Planners, Retirement, Estate Planning, Financial Planning, Certified Financial..., Financial Analysis
Education
University of Kansas 1987 — 1990
Business
Austin Alvis Austin Alvis's BOK Financial Experience June 2011 - November 2011
Job Broker/Associate
Industry Real Estate
Experience
NewQuest Properties May 2014 - Present
Indian Head Firewood December 2010 - Present
Bank of Texas January 2013 - July 2013
Bank of Texas October 2011 - December 2012
BOK Financial June 2011 - November 2011
NewQuest Properties June 2010 - July 2011
Mudar Empreendimentos Imobiliarios Ltda June 2009 - August 2009
Axiom Construction Company, Inc May 2008 - December 2008
NewQuest Properties June 2005 - August 2007
Skills
Financial Analysis, Finance, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Loans, Corporate Finance, Loan Origination, Leases, Market Research, Retail, Management, Microsoft Office, Portfolio Management, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Southwestern University 2006 — 2010
Bachelor of the Arts, Economics
NewQuest Properties May 2014 - Present
Indian Head Firewood December 2010 - Present
Bank of Texas January 2013 - July 2013
Bank of Texas October 2011 - December 2012
BOK Financial June 2011 - November 2011
NewQuest Properties June 2010 - July 2011
Mudar Empreendimentos Imobiliarios Ltda June 2009 - August 2009
Axiom Construction Company, Inc May 2008 - December 2008
NewQuest Properties June 2005 - August 2007
Skills
Financial Analysis, Finance, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Loans, Corporate Finance, Loan Origination, Leases, Market Research, Retail, Management, Microsoft Office, Portfolio Management, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Southwestern University 2006 — 2010
Bachelor of the Arts, Economics
Lacy Davis's BOK Financial Experience July 2014 - Present
Job Compensation & Benefits Specialist
Industry Human Resources
Experience
BOK Financial July 2014 - Present
Bank of Oklahoma August 2013 - Present
Totally Tan May 2011 - August 2013
Bless the Children Ministries 2013 - 2013
L.V.M. Estate Sales May 2010 - July 2012
Outback Steakhouse August 2009 - May 2011
Victory Teen Missions May 2010 - June 2010
Skills
Customer Service, Time Management, Phone Etiquette, Hospitality, Cashiering, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Office, Cash Register, Microsoft Excel, Data Entry, Inventory Management, Teamwork, Event Planning, Facebook, Outlook, Friendly Personality, Sales, Banking
Education
Oral Roberts University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
BOK Financial July 2014 - Present
Bank of Oklahoma August 2013 - Present
Totally Tan May 2011 - August 2013
Bless the Children Ministries 2013 - 2013
L.V.M. Estate Sales May 2010 - July 2012
Outback Steakhouse August 2009 - May 2011
Victory Teen Missions May 2010 - June 2010
Skills
Customer Service, Time Management, Phone Etiquette, Hospitality, Cashiering, Microsoft Word, PowerPoint, Customer Satisfaction, Microsoft Office, Cash Register, Microsoft Excel, Data Entry, Inventory Management, Teamwork, Event Planning, Facebook, Outlook, Friendly Personality, Sales, Banking
Education
Oral Roberts University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Meagan (Matthews) Costantini Meagan (Matthews) Costantini's BOK Financial Experience November 2013 - Present
Job Vice President, Vendor Risk Management at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2013 - Present
BOK Financial Mortgage Group December 2012 - October 2013
Wells Fargo March 2009 - December 2012
Wells Fargo Home Mortgage July 2007 - March 2009
Innovation In Motion January 2006 - June 2007
Skills
Vendor Management, Leadership, Process Improvement, Analysis, Business Analysis, Access, Team Building, Risk Management, Management, Mortgage Lending, Strategic Sourcing, SDLC, Banking, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Process..., Cross-functional Team..., Project Management, Forecasting, Budgets, Visio, Operations Management, Strategy, Records Management, Customer Service, Business Intelligence, MS Project, Mortgage Servicing, Project Planning, Recruiting, Customer Satisfaction, Requirements Analysis, Business Process, Troubleshooting, Coaching, Agile Methodologies, Process Engineering, Program Management, Sourcing, Team Leadership, Disaster Recovery, Hiperos, Strategic Planning, Management Consulting, Novatus
Education
Trine University 2003 — 2007
Bachelor of Science in Business Administration, Management
BOK Financial November 2013 - Present
BOK Financial Mortgage Group December 2012 - October 2013
Wells Fargo March 2009 - December 2012
Wells Fargo Home Mortgage July 2007 - March 2009
Innovation In Motion January 2006 - June 2007
Skills
Vendor Management, Leadership, Process Improvement, Analysis, Business Analysis, Access, Team Building, Risk Management, Management, Mortgage Lending, Strategic Sourcing, SDLC, Banking, SharePoint, Microsoft Excel, Data Analysis, Change Management, Business Process..., Cross-functional Team..., Project Management, Forecasting, Budgets, Visio, Operations Management, Strategy, Records Management, Customer Service, Business Intelligence, MS Project, Mortgage Servicing, Project Planning, Recruiting, Customer Satisfaction, Requirements Analysis, Business Process, Troubleshooting, Coaching, Agile Methodologies, Process Engineering, Program Management, Sourcing, Team Leadership, Disaster Recovery, Hiperos, Strategic Planning, Management Consulting, Novatus
Education
Trine University 2003 — 2007
Bachelor of Science in Business Administration, Management
Jared Reyes Jared Reyes's BOK Financial Experience May 2011 - August 2011
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2013 - Present
The Murder Mystery Company May 2013 - December 2013
McCombs School of Business Financial Analyst Program January 2011 - May 2012
University Securities Investment Team August 2010 - May 2012
Dobie Center, LLC April 2009 - May 2012
BOK Financial May 2011 - August 2011
Skills
Investments, Financial Accounting, Finance, Financial Modeling, Holistic Financial..., Tax Efficiency, Equities, Fixed Income, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Markets, Public Speaking, Communication Skills, Bloomberg, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, 3.94
Northwestern Mutual July 2013 - Present
The Murder Mystery Company May 2013 - December 2013
McCombs School of Business Financial Analyst Program January 2011 - May 2012
University Securities Investment Team August 2010 - May 2012
Dobie Center, LLC April 2009 - May 2012
BOK Financial May 2011 - August 2011
Skills
Investments, Financial Accounting, Finance, Financial Modeling, Holistic Financial..., Tax Efficiency, Equities, Fixed Income, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Markets, Public Speaking, Communication Skills, Bloomberg, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, 3.94
Nathan Couch's BOK Financial Experience April 2010 - Present
Job VP Institutional Investments at BOK Financial
Industry Investment Management
Experience
BOK Financial April 2010 - Present
Skills
Institutional..., Institutional Portfolio..., Wealth Management, Portfolio Management, Institutional..., Investments, Fixed Income, Equities
Education
University of Kansas 1998 — 2003
BOK Financial April 2010 - Present
Skills
Institutional..., Institutional Portfolio..., Wealth Management, Portfolio Management, Institutional..., Investments, Fixed Income, Equities
Education
University of Kansas 1998 — 2003
Charles Kraemer, CPA, CTP Charles Kraemer, CPA, CTP's BOK Financial Experience 2011 - December 2013
Job Vice President, SBA BDO at TD
Industry Financial Services
Experience
TD 2014 - Present
BOK Financial 2011 - December 2013
JP Morgan Chase April 2005 - November 2011
Verizon Enterprise Solutions May 1998 - September 2001
CalFirst National Bancorp 1990 - 1995
Skills
Mortgage Lending, Loans, Loan Origination, Financial Modeling, Financial Services, Risk Management, Commercial Lending, Investments, Commercial Banking, Banking, Valuation, Credit, Portfolio Management, Cash Management, Asset Management, Financial Analysis, Finance, Private Equity, Wealth Management, Credit Analysis, Financial Risk, Treasury Management, Capital Markets, Investment Banking, Credit Risk, Corporate Finance, Structured Finance, Small Business Lending, Relationship Management, Private Banking, Securities, Financial Structuring, Underwriting, Equities, Funding, Asset Based Lending, Project Finance, Lines Of Credit, Executive Management, Alternative Investments, Commercial Mortgages, Strategic Financial..., Treasury, Mergers & Acquisitions, SBA, Treasury Services, Syndications, Mortgage Banking, Wealth Management..., Cross Selling
Education
The University of Texas at Austin
BBA - Finance, Finance and Economics
Sanford Elem
TD 2014 - Present
BOK Financial 2011 - December 2013
JP Morgan Chase April 2005 - November 2011
Verizon Enterprise Solutions May 1998 - September 2001
CalFirst National Bancorp 1990 - 1995
Skills
Mortgage Lending, Loans, Loan Origination, Financial Modeling, Financial Services, Risk Management, Commercial Lending, Investments, Commercial Banking, Banking, Valuation, Credit, Portfolio Management, Cash Management, Asset Management, Financial Analysis, Finance, Private Equity, Wealth Management, Credit Analysis, Financial Risk, Treasury Management, Capital Markets, Investment Banking, Credit Risk, Corporate Finance, Structured Finance, Small Business Lending, Relationship Management, Private Banking, Securities, Financial Structuring, Underwriting, Equities, Funding, Asset Based Lending, Project Finance, Lines Of Credit, Executive Management, Alternative Investments, Commercial Mortgages, Strategic Financial..., Treasury, Mergers & Acquisitions, SBA, Treasury Services, Syndications, Mortgage Banking, Wealth Management..., Cross Selling
Education
The University of Texas at Austin
BBA - Finance, Finance and Economics
Sanford Elem
Jacquie Feeney, CPA, CRCM Jacquie Feeney, CPA, CRCM's BOK Financial Experience July 2014 - Present
Job VP Compliance Audit Manager BOKF
Industry Banking
Experience
BOK Financial July 2014 - Present
Key Bank November 2010 - July 2014
Ernst & Young September 2007 - November 2010
Morgan Bank NA July 1998 - September 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Analysis, Auditing, Banking, Credit, Enterprise Risk..., Financial Risk, Risk Management
Education
The University of Akron
Master of Science (MS), Accounting
The University of Akron 2004 — 2007
BSA, Accounting
BOK Financial July 2014 - Present
Key Bank November 2010 - July 2014
Ernst & Young September 2007 - November 2010
Morgan Bank NA July 1998 - September 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Analysis, Auditing, Banking, Credit, Enterprise Risk..., Financial Risk, Risk Management
Education
The University of Akron
Master of Science (MS), Accounting
The University of Akron 2004 — 2007
BSA, Accounting
Donovan Fite Donovan Fite's BOK Financial Experience March 2014 - Present
Job Banking Professional, Event Coordinator, & Entertainment Industry Professional
Industry Banking
Experience
BOK Financial March 2014 - Present
Sanctuary Church November 2010 - Present
The Lonelys January 2009 - Present
Professional Image July 2013 - January 2014
First Baptist Church of Sapulpa, Oklahoma September 2012 - August 2013
Teavana October 2010 - October 2011
Skills
Social Media, Event Planning, Facebook, Social Networking, Retail Sales, Public Speaking, Sales, Visual Merchandising, Customer Service, Cashiering, Microsoft Office, Public Relations, PowerPoint, Social Media Marketing, Retail, Merchandising, Photoshop, iWork, Press Releases, InDesign, Adobe Creative Suite, Teaching, Photography, Graphic Design, Advertising, Blogging, Mac, Event Management, Time Management, WordPress, Teamwork, OS X, Online Marketing, Team Building, Critical Thinking, Brand Development, Music, Speech Writing, Presentation Development, Team Leadership, Volunteer Management, Fundraising
Education
Oral Roberts University 2007 — 2012
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
BOK Financial March 2014 - Present
Sanctuary Church November 2010 - Present
The Lonelys January 2009 - Present
Professional Image July 2013 - January 2014
First Baptist Church of Sapulpa, Oklahoma September 2012 - August 2013
Teavana October 2010 - October 2011
Skills
Social Media, Event Planning, Facebook, Social Networking, Retail Sales, Public Speaking, Sales, Visual Merchandising, Customer Service, Cashiering, Microsoft Office, Public Relations, PowerPoint, Social Media Marketing, Retail, Merchandising, Photoshop, iWork, Press Releases, InDesign, Adobe Creative Suite, Teaching, Photography, Graphic Design, Advertising, Blogging, Mac, Event Management, Time Management, WordPress, Teamwork, OS X, Online Marketing, Team Building, Critical Thinking, Brand Development, Music, Speech Writing, Presentation Development, Team Leadership, Volunteer Management, Fundraising
Education
Oral Roberts University 2007 — 2012
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Robbie Campbell Robbie Campbell's BOK Financial Experience June 2014 - September 2014
Job Senior IT Auditor at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 October 2014 - Present
BOK Financial June 2014 - September 2014
Phillips 66 November 2013 - May 2014
Phillips 66 May 2012 - November 2013
ConocoPhillips September 2010 - May 2012
ConocoPhillips April 2009 - September 2010
ConocoPhillips August 2007 - April 2009
ConocoPhillips August 2005 - August 2007
ConocoPhillips June 2003 - August 2005
Skills
IT Audit, Software Installation, Windows Server, Oracle SQL, Microsoft SQL Server, Java, JavaScript, ASP.NET, Communication Skills, Technical Presentations, Team Leadership, Database-driven Web..., Software Development, CISA, COBIT, Databases, SQL, Risk Assessment, Citrix, .NET, SAP, Infrastructure, Information Technology, Web Applications, Change Management
Education
Southwest Baptist University 1998 — 2003
Bachelor of Science, Mathematics and Computer Science
Phillips 66 October 2014 - Present
BOK Financial June 2014 - September 2014
Phillips 66 November 2013 - May 2014
Phillips 66 May 2012 - November 2013
ConocoPhillips September 2010 - May 2012
ConocoPhillips April 2009 - September 2010
ConocoPhillips August 2007 - April 2009
ConocoPhillips August 2005 - August 2007
ConocoPhillips June 2003 - August 2005
Skills
IT Audit, Software Installation, Windows Server, Oracle SQL, Microsoft SQL Server, Java, JavaScript, ASP.NET, Communication Skills, Technical Presentations, Team Leadership, Database-driven Web..., Software Development, CISA, COBIT, Databases, SQL, Risk Assessment, Citrix, .NET, SAP, Infrastructure, Information Technology, Web Applications, Change Management
Education
Southwest Baptist University 1998 — 2003
Bachelor of Science, Mathematics and Computer Science
Matt Sheridan, CFA's BOK Financial Experience June 2004 - August 2006
Job Senior Lecturer in Finance at The Ohio State University
Industry Financial Services
Experience
The Ohio State University January 2013 - Present
Bloomberg, LP January 2009 - December 2012
Cincinnati Financial Corporation January 2006 - October 2008
BOK Financial June 2004 - August 2006
Skills
Portfolio Management, Fixed Income, Hedge Funds, Finance, Bloomberg Terminal, New Business Development, Bonds, Team Building, Research, Valuation, Bloomberg, Microsoft Excel, Investments, Banking, Asset Managment, Financial Modeling, Underwriting, Insurance, Strategic Financial..., Asset Management
Education
Chartered Financial Analyst
ARGUS Valuation - DCF Certified
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Master of Business Administration (MBA), Finance
University of New Mexico, Anderson Schools of Management
Bachelors of Science, Business Administration - Finance and Marketing
The Ohio State University January 2013 - Present
Bloomberg, LP January 2009 - December 2012
Cincinnati Financial Corporation January 2006 - October 2008
BOK Financial June 2004 - August 2006
Skills
Portfolio Management, Fixed Income, Hedge Funds, Finance, Bloomberg Terminal, New Business Development, Bonds, Team Building, Research, Valuation, Bloomberg, Microsoft Excel, Investments, Banking, Asset Managment, Financial Modeling, Underwriting, Insurance, Strategic Financial..., Asset Management
Education
Chartered Financial Analyst
ARGUS Valuation - DCF Certified
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Master of Business Administration (MBA), Finance
University of New Mexico, Anderson Schools of Management
Bachelors of Science, Business Administration - Finance and Marketing
Kellen Wolfe Kellen Wolfe's BOK Financial Experience October 2014 - Present
Job Mineral Management Analyst III at BOK Financial
Industry Accounting
Experience
BOK Financial October 2014 - Present
BOK Financial July 2014 - October 2014
Basic Energy Services September 2012 - July 2014
Dale Property Services, LLC October 2006 - April 2012
Skills
SAP, SharePoint Designer, VBA, Microsoft Excel, Accounts Payable, Accounts Receivable, WolfePak, Oil/Gas, Microsoft Word, Outlook, Research, PowerPoint, Windows 7, XP, Windows Vista, Customer Service, Artesia, Ubuntu, Open Office, iWork, iLife, PLAN, OpenOffice, LibreOffice, Red Earth, Payroll, Oil & Gas Industry
Education
The University of Texas at Arlington 2011 — 2017
Bachelor’s Degree, Accounting, BBA
Cinco Ranch High School 2002 — 2006
High School Diploma, with honors
BOK Financial October 2014 - Present
BOK Financial July 2014 - October 2014
Basic Energy Services September 2012 - July 2014
Dale Property Services, LLC October 2006 - April 2012
Skills
SAP, SharePoint Designer, VBA, Microsoft Excel, Accounts Payable, Accounts Receivable, WolfePak, Oil/Gas, Microsoft Word, Outlook, Research, PowerPoint, Windows 7, XP, Windows Vista, Customer Service, Artesia, Ubuntu, Open Office, iWork, iLife, PLAN, OpenOffice, LibreOffice, Red Earth, Payroll, Oil & Gas Industry
Education
The University of Texas at Arlington 2011 — 2017
Bachelor’s Degree, Accounting, BBA
Cinco Ranch High School 2002 — 2006
High School Diploma, with honors
Schaub JoAnn's BOK Financial Experience December 1994 - Present
Job BOK Financial Corporation, SVP& Manager, Institutional Wealth Management
Industry Banking
Experience
BOK Financial December 1994 - Present
First Interstate Bank of Texas March 1989 - December 1994
Skills
Wealth Management, Investments, Financial Services, Retirement Planning, Pensions, Strategic Planning, Banking, Trust Services, Corporate Trust..., Investment Consulting, Custody Services
Education
Tulane University 1976 — 1980
B.A., International Relations
The Winchester Thurston School 1970 — 1976
International Relations and Affairs
BOK Financial December 1994 - Present
First Interstate Bank of Texas March 1989 - December 1994
Skills
Wealth Management, Investments, Financial Services, Retirement Planning, Pensions, Strategic Planning, Banking, Trust Services, Corporate Trust..., Investment Consulting, Custody Services
Education
Tulane University 1976 — 1980
B.A., International Relations
The Winchester Thurston School 1970 — 1976
International Relations and Affairs
Brianna Young Brianna Young's BOK Financial Experience October 2014 - Present
Job Consumer Digital Marketing Manager at BOK Financial
Industry Information Technology and Services
Experience
BOK Financial October 2014 - Present
Self-Employed April 2006 - Present
Williams, Williams & McKissick September 2013 - October 2014
Astra Solutions February 2012 - December 2012
Mad Hatter Design + Media April 2006 - February 2012
Nesco Resource March 2005 - April 2006
Trendwest Resorts February 2004 - March 2005
Sunwest Management June 2002 - February 2004
Skills
Web Design, SEO, WordPress, Online Marketing, Blogging, Graphic Design, Management, Email Marketing, Project Management, Digital Marketing, CSS, Google Analytics, Social Media, Social Media Marketing, Photography, Designing, PHP, Marketing Strategy, Branding Development, social media management, Marketing Communications, Photoshop, Copywriting, Microsoft Office, Website Development, Web Content Management, Content Management, Adobe Creative Suite, Web Analytics, Illustrator, Research, E-commerce, Training, User Experience, Recruiting, SEM
Education
University of Oklahoma 2010 — 2012
Bachelor of Art, Liberal Studies and Natural Sciences
Tulsa Community College 2007 — 2010
Associate of Art, Liberal Arts
BOK Financial October 2014 - Present
Self-Employed April 2006 - Present
Williams, Williams & McKissick September 2013 - October 2014
Astra Solutions February 2012 - December 2012
Mad Hatter Design + Media April 2006 - February 2012
Nesco Resource March 2005 - April 2006
Trendwest Resorts February 2004 - March 2005
Sunwest Management June 2002 - February 2004
Skills
Web Design, SEO, WordPress, Online Marketing, Blogging, Graphic Design, Management, Email Marketing, Project Management, Digital Marketing, CSS, Google Analytics, Social Media, Social Media Marketing, Photography, Designing, PHP, Marketing Strategy, Branding Development, social media management, Marketing Communications, Photoshop, Copywriting, Microsoft Office, Website Development, Web Content Management, Content Management, Adobe Creative Suite, Web Analytics, Illustrator, Research, E-commerce, Training, User Experience, Recruiting, SEM
Education
University of Oklahoma 2010 — 2012
Bachelor of Art, Liberal Studies and Natural Sciences
Tulsa Community College 2007 — 2010
Associate of Art, Liberal Arts
Beth Vilanova Beth Vilanova's BOK Financial Experience February 2013 - March 2014
Job Topnotch executive assistant with over 20 years experience.
Industry Insurance
Experience
Regence BlueCross BlueShield of Oregon July 2014 - Present
BOK Financial February 2013 - March 2014
Grant Thornton LLP February 2012 - August 2012
Grant Thornton LLP March 2010 - February 2012
Ernst & Young LLP October 2006 - February 2010
Ernst & Young August 2003 - October 2006
Yum Restaurants International – Dallas, Texas April 2000 - June 2003
Central and South West Corporation (Now AEP) February 1990 - May 2000
Skills
Marketing Communications, Market Research, Event Planning, Customer Service, Teamwork, Employee Training, Employee Relations, Budgets, Management, Process Improvement, Microsoft Office, Executive Support, Accounting, Sourcing, Business Development, Strategy, Community Development, Lotus Notes, Web Design, Microsoft Excel, Project Management, SharePoint, Databases, Financial Analysis, Auditing, Strategic Planning, Internal Audit, Sarbanes-Oxley Act, Financial Reporting
Education
The University of Texas at Dallas 1991 — 1998
I have over 3 years of college credit, Psychology, Business, 3.5
DeQueen High School
High School Diploma
Regence BlueCross BlueShield of Oregon July 2014 - Present
BOK Financial February 2013 - March 2014
Grant Thornton LLP February 2012 - August 2012
Grant Thornton LLP March 2010 - February 2012
Ernst & Young LLP October 2006 - February 2010
Ernst & Young August 2003 - October 2006
Yum Restaurants International – Dallas, Texas April 2000 - June 2003
Central and South West Corporation (Now AEP) February 1990 - May 2000
Skills
Marketing Communications, Market Research, Event Planning, Customer Service, Teamwork, Employee Training, Employee Relations, Budgets, Management, Process Improvement, Microsoft Office, Executive Support, Accounting, Sourcing, Business Development, Strategy, Community Development, Lotus Notes, Web Design, Microsoft Excel, Project Management, SharePoint, Databases, Financial Analysis, Auditing, Strategic Planning, Internal Audit, Sarbanes-Oxley Act, Financial Reporting
Education
The University of Texas at Dallas 1991 — 1998
I have over 3 years of college credit, Psychology, Business, 3.5
DeQueen High School
High School Diploma
Chase Spirito Chase Spirito's BOK Financial Experience June 2006 - April 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
Bank of America April 2008 - May 2014
BOK Financial June 2006 - April 2008
HBK Investments 2005 - 2005
Skills
Credit Analysis, Capital Markets, Valuation, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Financial Analysis, Derivatives, Risk Management, Equities, Credit Risk, Corporate Finance, Banking, Loans, Credit, Investments, Due Diligence, Structured Finance, Financial Structuring
Education
Southern Methodist University 2002 — 2006
BBA, Finance, Honors
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase June 2014 - Present
Bank of America April 2008 - May 2014
BOK Financial June 2006 - April 2008
HBK Investments 2005 - 2005
Skills
Credit Analysis, Capital Markets, Valuation, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Financial Analysis, Derivatives, Risk Management, Equities, Credit Risk, Corporate Finance, Banking, Loans, Credit, Investments, Due Diligence, Structured Finance, Financial Structuring
Education
Southern Methodist University 2002 — 2006
BBA, Finance, Honors
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Kristin Williams, PHR Kristin Williams, PHR's BOK Financial Experience June 2013 - Present
Job VP, HR Business Partner
Industry Human Resources
Experience
BOK Financial June 2013 - Present
BOK Financial January 2012 - June 2013
Chart Industries November 2009 - January 2012
Williams & Williams Real Estate Auction 2006 - 2009
DIRECTV August 2006 - December 2006
Tulsa County 2001 - 2005
Skills
Employee Relations, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, Talent Acquisition, Recruiting, Onboarding, FMLA, HRIS, New Hire Orientations, Employee Training, Performance Management, Training, ADP Payroll, Interviews, Workers Compensation, Payroll, Policy, Management, Personnel Management, Strategic Planning, Coaching, Employment Law, Program Management, Talent Management, Employee Engagement, Organizational..., Job Descriptions, Leadership
Education
Charles Page High School
Diploma
Tulsa Community College
A.S. Business Administration, Business
University of Tulsa
BSBA, Business Law/HR
BOK Financial June 2013 - Present
BOK Financial January 2012 - June 2013
Chart Industries November 2009 - January 2012
Williams & Williams Real Estate Auction 2006 - 2009
DIRECTV August 2006 - December 2006
Tulsa County 2001 - 2005
Skills
Employee Relations, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, Talent Acquisition, Recruiting, Onboarding, FMLA, HRIS, New Hire Orientations, Employee Training, Performance Management, Training, ADP Payroll, Interviews, Workers Compensation, Payroll, Policy, Management, Personnel Management, Strategic Planning, Coaching, Employment Law, Program Management, Talent Management, Employee Engagement, Organizational..., Job Descriptions, Leadership
Education
Charles Page High School
Diploma
Tulsa Community College
A.S. Business Administration, Business
University of Tulsa
BSBA, Business Law/HR
Seth Elbaum's BOK Financial Experience November 2013 - Present
Job VP Correspondent Regional Sales Manager West and South Regions BOKF
Industry Financial Services
Experience
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
Mike Bickel's BOK Financial Experience January 2015 - Present
Job SVP Western Regional Manager, Treasury Services at BOK Financial
Industry Banking
Experience
BOK Financial January 2015 - Present
Bank of Albuquerque January 2007 - Present
Bank of Albuquerque February 2000 - December 2006
First Secuirty Corp (acquired by Wells Fargo) 1995 - 2000
Wells Fargo 1993 - 1994
Cee Vee Company, Inc. 1989 - 1994
InterFirst Bank 1984 - 1987
Skills
Treasury Services, Treasury Management, Cash Management, Merchant Services, Commercial Banking, Trade Finance, Foreign Exchange, Foreign Exchange..., Lockbox, ACH, Wire Transfers, Correspondent Banking, Corporate Trust, International Banking..., Banking, Commercial Lending, Credit, Finance, Financial Services, Management, Portfolio Management, Treasury, Underwriting
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance / Marketing
University of Notre Dame 1980 — 1984
BBA, Finance
BOK Financial January 2015 - Present
Bank of Albuquerque January 2007 - Present
Bank of Albuquerque February 2000 - December 2006
First Secuirty Corp (acquired by Wells Fargo) 1995 - 2000
Wells Fargo 1993 - 1994
Cee Vee Company, Inc. 1989 - 1994
InterFirst Bank 1984 - 1987
Skills
Treasury Services, Treasury Management, Cash Management, Merchant Services, Commercial Banking, Trade Finance, Foreign Exchange, Foreign Exchange..., Lockbox, ACH, Wire Transfers, Correspondent Banking, Corporate Trust, International Banking..., Banking, Commercial Lending, Credit, Finance, Financial Services, Management, Portfolio Management, Treasury, Underwriting
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance / Marketing
University of Notre Dame 1980 — 1984
BBA, Finance
Melissa Buccola Melissa Buccola's BOK Financial Experience November 2014 - Present
Job Vice President, Asset Control Manager at BOK Financial
Industry Banking
Experience
BOK Financial November 2014 - Present
BOK Financial January 2013 - November 2014
BOK Financial January 2009 - January 2013
Unified Brands October 2006 - October 2008
UMC March 2004 - August 2006
APS, Inc. January 2002 - December 2003
Frymaster 1996 - 2000
Skills
Leadership, Management, Team-oriented, Build Strong Teams, Deliver Results, Customer-focused, Innovation, Creativity, Positive Personality, Positive Coaching, Positive Change, Positive Energy, Outspoken, Strategic Human..., Retirement Benefits, Qualified Retirement..., 401k, 401k Rollovers, Presentations, OMNI, Microsoft Excel, Trust Operations, Benefits Administration, Process Improvement, Financial Services, Wealth Management, Incentive Programs, Banking, FMLA, Executive Pay, Strategy, Onboarding, Employee Benefits, Relationship Management, Risk Management, Team Building
Education
St. Gregory's University 2010 — 2012
BS in Business Management, Business Management, HR
Pima Community College 2004 — 2006
ADN, Nursing
BOK Financial November 2014 - Present
BOK Financial January 2013 - November 2014
BOK Financial January 2009 - January 2013
Unified Brands October 2006 - October 2008
UMC March 2004 - August 2006
APS, Inc. January 2002 - December 2003
Frymaster 1996 - 2000
Skills
Leadership, Management, Team-oriented, Build Strong Teams, Deliver Results, Customer-focused, Innovation, Creativity, Positive Personality, Positive Coaching, Positive Change, Positive Energy, Outspoken, Strategic Human..., Retirement Benefits, Qualified Retirement..., 401k, 401k Rollovers, Presentations, OMNI, Microsoft Excel, Trust Operations, Benefits Administration, Process Improvement, Financial Services, Wealth Management, Incentive Programs, Banking, FMLA, Executive Pay, Strategy, Onboarding, Employee Benefits, Relationship Management, Risk Management, Team Building
Education
St. Gregory's University 2010 — 2012
BS in Business Management, Business Management, HR
Pima Community College 2004 — 2006
ADN, Nursing
Scott Deatherage Scott Deatherage's BOK Financial Experience December 2008 - December 2011
Job Contact Center Technologist at CVS Health
Industry Information Technology and Services
Experience
CVS Health September 2014 - Present
Capital One Auto Finance September 2012 - June 2014
Independent January 2012 - December 2012
BOK Financial December 2008 - December 2011
Lehman Brothers / Aurora Loan Services February 2004 - February 2008
Nissan Motor Credit / IBM Global Services / T-Mobile / US Bank Mortgage July 2001 - January 2004
Disciplined CTI Solutions July 2000 - June 2001
First Horizon Home Loans July 1999 - August 2000
HomEq April 1997 - February 1999
NationsBank/Bank of America Mortgage January 1993 - April 1997
Skills
Customer Experience, Voice of the Customer, Contact Center Design, Strategic Planning, Cross-functional Team..., Technical Management, International Management, Cost Reduction..., P&L Management, Project Implementation, Multi-Site Operations, Workforce Management, Offshore Management, Contact Center..., ACD, IVR, Web 2.0, Mobile Applications, Call Center Development, Vendor Management, Call Center, Technology, Technology Management, Process Improvement, Operations Management, Call Centers, Risk Management, Mortgage Servicing, Mortgage Lending, Leadership, Business Process..., Business Analysis, Quality Assurance, Outsourcing, Management, Executive Management, Professional Services, Coaching, Strategy, Team Building, Competitive Analysis, Customer Satisfaction, Six Sigma, Software Documentation, IT Management, CRM, Banking, Finance, Mergers & Acquisitions, Budgets
Education
Southern Nazarene University 1988 — 1990
BA
The University of Memphis 1981 — 1984
CVS Health September 2014 - Present
Capital One Auto Finance September 2012 - June 2014
Independent January 2012 - December 2012
BOK Financial December 2008 - December 2011
Lehman Brothers / Aurora Loan Services February 2004 - February 2008
Nissan Motor Credit / IBM Global Services / T-Mobile / US Bank Mortgage July 2001 - January 2004
Disciplined CTI Solutions July 2000 - June 2001
First Horizon Home Loans July 1999 - August 2000
HomEq April 1997 - February 1999
NationsBank/Bank of America Mortgage January 1993 - April 1997
Skills
Customer Experience, Voice of the Customer, Contact Center Design, Strategic Planning, Cross-functional Team..., Technical Management, International Management, Cost Reduction..., P&L Management, Project Implementation, Multi-Site Operations, Workforce Management, Offshore Management, Contact Center..., ACD, IVR, Web 2.0, Mobile Applications, Call Center Development, Vendor Management, Call Center, Technology, Technology Management, Process Improvement, Operations Management, Call Centers, Risk Management, Mortgage Servicing, Mortgage Lending, Leadership, Business Process..., Business Analysis, Quality Assurance, Outsourcing, Management, Executive Management, Professional Services, Coaching, Strategy, Team Building, Competitive Analysis, Customer Satisfaction, Six Sigma, Software Documentation, IT Management, CRM, Banking, Finance, Mergers & Acquisitions, Budgets
Education
Southern Nazarene University 1988 — 1990
BA
The University of Memphis 1981 — 1984
Daniel Weintraub's BOK Financial Experience June 2001 - August 2007
Job VP, Corporate Banking Relationship Manager
Industry Banking
Experience
Bank of Oklahoma September 2014 - Present
Bank of Oklahoma June 2010 - September 2014
Bank of Oklahoma August 2007 - June 2010
BOK Financial June 2001 - August 2007
BOK Financial June 2000 - June 2001
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Sales Process, Portfolio Management, Relationship Management, Banking, Cash Management, Loans, Strategic Planning, Process Improvement, Financial Services, Trade Finance, Underwriting, Credit, Commercial Lending, Business Process..., Business Analysis, Mortgage Lending, Finance, Credit Risk, Financial Analysis, Business Development, Analysis, Financial Modeling, Financial Risk, Management, Project Management, Risk Management, Training, Treasury Management, Wealth Management, Investments, Accounting, Retail Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
Operations Graduate School of Banking
University of Oklahoma 1996 — 2000
BA
Bank of Oklahoma September 2014 - Present
Bank of Oklahoma June 2010 - September 2014
Bank of Oklahoma August 2007 - June 2010
BOK Financial June 2001 - August 2007
BOK Financial June 2000 - June 2001
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Sales Process, Portfolio Management, Relationship Management, Banking, Cash Management, Loans, Strategic Planning, Process Improvement, Financial Services, Trade Finance, Underwriting, Credit, Commercial Lending, Business Process..., Business Analysis, Mortgage Lending, Finance, Credit Risk, Financial Analysis, Business Development, Analysis, Financial Modeling, Financial Risk, Management, Project Management, Risk Management, Training, Treasury Management, Wealth Management, Investments, Accounting, Retail Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
Operations Graduate School of Banking
University of Oklahoma 1996 — 2000
BA
Pam Dove Pam Dove's BOK Financial Experience July 2006 - Present
Job Sr. Recruiter, AVP at BOK Financial
Industry Banking
Experience
BOK Financial July 2006 - Present
BOK Financial February 2012 - February 2013
Bank of Texas July 2006 - February 2012
Cardinal Health April 2005 - July 2006
Carlton Staffing June 2003 - March 2005
Pro Staff August 2000 - March 2002
Olsten Staffing Services November 1993 - August 2000
The Children's Place 1987 - 1992
Skills
Sourcing, Interviewing, Banking, Direct Sourcing, Web 2.0, Talent Acquisition, Applicant Tracking..., SHRM, Internet Recruiting, Onboarding, Recruiting, Cold Calling, Interviews, Financial Services, Coaching, Staffing Services, Screening Resumes, Employee Relations, Leadership, Sales, Management, Business Development, Personnel Management, CRM, Human Resources, Job Fairs, HRIS, Time Management, Contract Recruitment, Employee Benefits
Education
Stephen F. Austin State University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing and Management
Lee High School
BOK Financial July 2006 - Present
BOK Financial February 2012 - February 2013
Bank of Texas July 2006 - February 2012
Cardinal Health April 2005 - July 2006
Carlton Staffing June 2003 - March 2005
Pro Staff August 2000 - March 2002
Olsten Staffing Services November 1993 - August 2000
The Children's Place 1987 - 1992
Skills
Sourcing, Interviewing, Banking, Direct Sourcing, Web 2.0, Talent Acquisition, Applicant Tracking..., SHRM, Internet Recruiting, Onboarding, Recruiting, Cold Calling, Interviews, Financial Services, Coaching, Staffing Services, Screening Resumes, Employee Relations, Leadership, Sales, Management, Business Development, Personnel Management, CRM, Human Resources, Job Fairs, HRIS, Time Management, Contract Recruitment, Employee Benefits
Education
Stephen F. Austin State University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing and Management
Lee High School
Richard (Reggie) Robba's BOK Financial Experience June 2013 - June 2014
Job Energy Credit Specialist II
Industry Banking
Experience
Bank of Oklahoma June 2014 - Present
Bar I Bar Ranch January 1998 - Present
BOK Financial June 2013 - June 2014
University of Kansas August 2012 - June 2013
Sport Glove Indonesia May 2012 - August 2012
Caffey Group May 2010 - August 2011
Small Business Accounting Solution October 2008 - August 2009
Skills
Leadership, Business Analysis, Microsoft Office, Strategic Planning, Leases, Energy, Research, PowerPoint, Microsoft Excel, Financial Analysis, Contract Negotiation, Petroleum, Microsoft Word, Economics, Critical Thinking, Customer Service, Retail, Private Pilot, Credit Analysis, Financial Modeling, Access
Education
University of Kansas 2009 — 2013
Bachelor of Science, Finance and Supply Chain Management
Bank of Oklahoma June 2014 - Present
Bar I Bar Ranch January 1998 - Present
BOK Financial June 2013 - June 2014
University of Kansas August 2012 - June 2013
Sport Glove Indonesia May 2012 - August 2012
Caffey Group May 2010 - August 2011
Small Business Accounting Solution October 2008 - August 2009
Skills
Leadership, Business Analysis, Microsoft Office, Strategic Planning, Leases, Energy, Research, PowerPoint, Microsoft Excel, Financial Analysis, Contract Negotiation, Petroleum, Microsoft Word, Economics, Critical Thinking, Customer Service, Retail, Private Pilot, Credit Analysis, Financial Modeling, Access
Education
University of Kansas 2009 — 2013
Bachelor of Science, Finance and Supply Chain Management
Ryan Wojcik's BOK Financial Experience October 2008 - Present
Job Senior Consultant Analyst, AVP at BOK Financial
Industry Information Technology and Services
Experience
BOK Financial October 2008 - Present
OnPoint Consulting Services November 2006 - August 2008
Fidelity Information Services (FIS) September 2004 - November 2006
BOK Financial February 1998 - September 2004
Skills
SQL Server, Visual C#, ITIL, Project Portfolio..., C#, Software Documentation, Business Analysis, SDLC, Requirements Analysis, SQL, SharePoint, VB.NET, Management, Testing, Visio, Business Process, Project Management, Leadership, Business Requirements, Requirements Gathering, Integration, Process Improvement, Analysis, Disaster Recovery, Banking, Change Management, IT Strategy, Software Project..., Software Development, Databases, Project Delivery, Information Technology, Vendor Management, Web Services, .NET, Financial Services, Microsoft SQL Server, Business Intelligence, Risk Management
Education
University of Tulsa 1998 — 2000
MBA, Business
Oral Roberts University 1994 — 1998
Business Administration, Finance, International Business
Flambeau High School 1989 — 1994
Diploma, High school
BOK Financial October 2008 - Present
OnPoint Consulting Services November 2006 - August 2008
Fidelity Information Services (FIS) September 2004 - November 2006
BOK Financial February 1998 - September 2004
Skills
SQL Server, Visual C#, ITIL, Project Portfolio..., C#, Software Documentation, Business Analysis, SDLC, Requirements Analysis, SQL, SharePoint, VB.NET, Management, Testing, Visio, Business Process, Project Management, Leadership, Business Requirements, Requirements Gathering, Integration, Process Improvement, Analysis, Disaster Recovery, Banking, Change Management, IT Strategy, Software Project..., Software Development, Databases, Project Delivery, Information Technology, Vendor Management, Web Services, .NET, Financial Services, Microsoft SQL Server, Business Intelligence, Risk Management
Education
University of Tulsa 1998 — 2000
MBA, Business
Oral Roberts University 1994 — 1998
Business Administration, Finance, International Business
Flambeau High School 1989 — 1994
Diploma, High school
Charles Sparks Charles Sparks's BOK Financial Experience May 2013 - August 2015
Job Owner and CEO, CSparks and Associates
Industry Financial Services
Experience
CSparks and Associates September 2015 - Present
BOK Financial May 2013 - August 2015
BOK Financial March 2012 - May 2013
BOK Financial October 2004 - July 2012
Bank of America 1983 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Accounting
CSparks and Associates September 2015 - Present
BOK Financial May 2013 - August 2015
BOK Financial March 2012 - May 2013
BOK Financial October 2004 - July 2012
Bank of America 1983 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Accounting
Sheri Cissell Anderson, CPL's BOK Financial Experience September 2012 - Present
Job SVP/Mineral Mgmt/BOK Financial
Industry Banking
Experience
BOK Financial September 2012 - Present
JPMorgan May 1997 - August 2012
Skills
Due Diligence, Contract Negotiation, Banking, Management, Asset Management, Leadership, Portfolio Management, Strategic Planning, Financial Analysis
Education
Oklahoma State University
BOK Financial September 2012 - Present
JPMorgan May 1997 - August 2012
Skills
Due Diligence, Contract Negotiation, Banking, Management, Asset Management, Leadership, Portfolio Management, Strategic Planning, Financial Analysis
Education
Oklahoma State University
Michael Viazzoli Michael Viazzoli's BOK Financial Experience October 2011 - Present
Job Bank of Kansas City / BOK Financial
Industry Banking
Experience
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Gary Millhollon Gary Millhollon's BOK Financial Experience December 2008 - November 2013
Job Principal, RGS Consulting
Industry Financial Services
Experience
RGS Consulting Services December 2013 - Present
BOK Financial December 2008 - November 2013
First Capital Group January 1995 - September 2007
Skills
Loans, Banking, Mergers & Acquisitions, Portfolio Management, Credit, Credit Analysis, Commercial Mortgages, Commercial Banking, Marketing, Commercial Lending, Mortgage Lending, Business Development, Risk Management, Investments, Financial Modeling, Credit Risk, Consumer Lending, Customer Service, Treasury Management, Cash Management, Finance, Management, Corporate Finance, Loan Origination, Negotiation, Mortgage Banking, Corporate Trust, Leadership, Wealth Management, Lines Of Credit, Commercial Real Estate, Retail Banking, Underwriting, Small Business Lending, Strategic Planning, Government, Financial Analysis, Real Estate, Financial Risk, Team Building, New Business Development, Budgets
Education
The University of Texas at Austin 1968 — 1974
Bachelor's degree, Communications and Finance
RGS Consulting Services December 2013 - Present
BOK Financial December 2008 - November 2013
First Capital Group January 1995 - September 2007
Skills
Loans, Banking, Mergers & Acquisitions, Portfolio Management, Credit, Credit Analysis, Commercial Mortgages, Commercial Banking, Marketing, Commercial Lending, Mortgage Lending, Business Development, Risk Management, Investments, Financial Modeling, Credit Risk, Consumer Lending, Customer Service, Treasury Management, Cash Management, Finance, Management, Corporate Finance, Loan Origination, Negotiation, Mortgage Banking, Corporate Trust, Leadership, Wealth Management, Lines Of Credit, Commercial Real Estate, Retail Banking, Underwriting, Small Business Lending, Strategic Planning, Government, Financial Analysis, Real Estate, Financial Risk, Team Building, New Business Development, Budgets
Education
The University of Texas at Austin 1968 — 1974
Bachelor's degree, Communications and Finance
Samantha Kopek's BOK Financial Experience August 2000 - Present
Job VP and Market Manager, FP at BOK Financial
Industry Financial Services
Experience
BOK Financial August 2000 - Present
Education
The University of Kansas 1987 — 1992
BA, Psychology and Human Development
BOK Financial August 2000 - Present
Education
The University of Kansas 1987 — 1992
BA, Psychology and Human Development
Kyla Cody's BOK Financial Experience June 2012 - November 2012
Job Officer at Bank of Kansas City
Industry Financial Services
Experience
Bank of Kansas City June 2012 - Present
BOK Financial June 2012 - November 2012
Boston Financial Data Services April 2010 - June 2012
New York Life Advanced Markets Network May 2011 - August 2011
Stepping Stone Ranch June 2010 - August 2010
Blue Jacket Farm February 2009 - September 2009
Showing Solutions March 2007 - August 2008
Skills
Microsoft Office, Financial Services, Customer Service, Microsoft Excel, PowerPoint, Securities, Finance, Microsoft Word, Commercial Banking, Financial Analysis, Credit Analysis, Mutual Funds, Risk Management, Financial Modeling, Training, Banking, Bloomberg, Investments, Loans, Wealth Management, Credit, Portfolio Management, Underwriting, Sales, Commercial Lending, Insurance, Real Estate, Corporate Finance, Mortgage Lending, Credit Risk, Retail Banking
Education
The University of Kansas 2008 — 2012
Bachelor of Science, Finance and Marketing
Bank of Kansas City June 2012 - Present
BOK Financial June 2012 - November 2012
Boston Financial Data Services April 2010 - June 2012
New York Life Advanced Markets Network May 2011 - August 2011
Stepping Stone Ranch June 2010 - August 2010
Blue Jacket Farm February 2009 - September 2009
Showing Solutions March 2007 - August 2008
Skills
Microsoft Office, Financial Services, Customer Service, Microsoft Excel, PowerPoint, Securities, Finance, Microsoft Word, Commercial Banking, Financial Analysis, Credit Analysis, Mutual Funds, Risk Management, Financial Modeling, Training, Banking, Bloomberg, Investments, Loans, Wealth Management, Credit, Portfolio Management, Underwriting, Sales, Commercial Lending, Insurance, Real Estate, Corporate Finance, Mortgage Lending, Credit Risk, Retail Banking
Education
The University of Kansas 2008 — 2012
Bachelor of Science, Finance and Marketing
Trevor McGowan's BOK Financial Experience May 2014 - August 2014
Job Business Analyst at Deloitte Consulting
Industry Financial Services
Experience
Deloitte August 2015 - Present
The KU School of Business August 2014 - May 2015
BOK Financial May 2014 - August 2014
Switch July 2013 - June 2014
University of Kansas Interfraternity Council January 2013 - December 2013
Education
University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Deloitte August 2015 - Present
The KU School of Business August 2014 - May 2015
BOK Financial May 2014 - August 2014
Switch July 2013 - June 2014
University of Kansas Interfraternity Council January 2013 - December 2013
Education
University of Kansas 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Chris Schultheis's BOK Financial Experience May 2001 - July 2003
Job Senior Sales Represenative
Industry Hospital & Health Care
Experience
Medtronic August 2009 - Present
Medtronic Spine & Biologics May 2008 - June 2009
Smith & Nephew October 2006 - May 2008
Electrostim Medical Services Inc. EMSI July 2003 - October 2006
BOK Financial May 2001 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Windows, Medical Devices, Surgeons
Education
Oklahoma State University Center for Health Sciences 2012 — 2015
Master of Science (M.S.), Health/Health Care Administration/Management
Southwest Baptist University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Medtronic August 2009 - Present
Medtronic Spine & Biologics May 2008 - June 2009
Smith & Nephew October 2006 - May 2008
Electrostim Medical Services Inc. EMSI July 2003 - October 2006
BOK Financial May 2001 - July 2003
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Windows, Medical Devices, Surgeons
Education
Oklahoma State University Center for Health Sciences 2012 — 2015
Master of Science (M.S.), Health/Health Care Administration/Management
Southwest Baptist University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Ross Pelton Ross Pelton's BOK Financial Experience June 2015 - Present
Job Accelerated Career Track Associate
Industry Banking
Experience
BOK Financial June 2015 - Present
Fidelity Investments June 2014 - May 2015
Cornerstone Apartment Services June 2013 - September 2013
Cherry Hills Country Club May 2012 - August 2013
Daniels College of Business September 2012 - June 2013
Skills
Microsoft Excel, Accounting
Education
University of Denver 2011 — 2015
Bachelor's degree, Finance, General
Queen's University Belfast 2013 — 2013
Study Abroad, General Studies
Cheyenne Wells High School 2008 — 2011
High School Diploma
BOK Financial June 2015 - Present
Fidelity Investments June 2014 - May 2015
Cornerstone Apartment Services June 2013 - September 2013
Cherry Hills Country Club May 2012 - August 2013
Daniels College of Business September 2012 - June 2013
Skills
Microsoft Excel, Accounting
Education
University of Denver 2011 — 2015
Bachelor's degree, Finance, General
Queen's University Belfast 2013 — 2013
Study Abroad, General Studies
Cheyenne Wells High School 2008 — 2011
High School Diploma
Laura (Clark) Rogers Laura (Clark) Rogers's BOK Financial Experience March 2009 - April 2014
Job VP Business Development
Industry Financial Services
Experience
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
UMB Bank April 2014 - September 2015
BOK Financial March 2009 - April 2014
JPMorgan November 2007 - January 2009
JPMorgan Retirement Plan Services July 2003 - 2007
American Century Investments 2000 - 2003
Education
The University of Kansas
BS, Business Administration
University of Missouri-Kansas City
MBA, Finance
Norm Bagwell Norm Bagwell's BOK Financial Experience July 2013 - Present
Job CEO at Bank of Texas
Industry Banking
Experience
BOK Financial July 2013 - Present
Bank of Texas July 2008 - Present
JPMorganChase 2004 - 2007
Bank One 1997 - 2004
MBank September 1985 - April 1989
Education
Southern Methodist University 1981 — 1985
Bachelor of Arts (BA), History
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
BOK Financial July 2013 - Present
Bank of Texas July 2008 - Present
JPMorganChase 2004 - 2007
Bank One 1997 - 2004
MBank September 1985 - April 1989
Education
Southern Methodist University 1981 — 1985
Bachelor of Arts (BA), History
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Amy Davis, C.P.M.'s BOK Financial Experience November 2012 - Present
Job Vice President, Purchasing and Office Services Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2012 - Present
BOK Financial February 2010 - November 2012
LaBarge, Inc. January 2007 - September 2009
Honeywell Aerospace May 2004 - February 2007
Senior Aerospace SSP October 2000 - May 2004
Advanced Products / Da-lite Screen June 2000 - October 2000
Vornado Air Circulation Systems November 1998 - June 2000
GT Sales & Manufacturing April 1997 - November 1998
Skills
Purchasing, Contract Negotiation, Strategic Sourcing, Operations Management, Supply Management, Cost Savings, Change Management, Project Management, Process Improvement, Cross Functional Team..., Procurement, Relationship Building, Vendor Management, Management, Budget Management, Sourcing, Supply Strategy, Inventory Management, Strategic Planning, Leadership, Team Building, Program Management, Business Analysis, Project Planning, Negotiation, Business Process..., Cross-functional Team..., Risk Management, Team Leadership, Supply Chain Management, Vendor Relationship..., Continuous Improvement, Lean Manufacturing, Six Sigma, Supply Chain, Strategy, Forecasting, Manufacturing, Contract Management
Education
Southwestern College
Bachelor of Science (BS), Business Administration / Ops Management
BOK Financial November 2012 - Present
BOK Financial February 2010 - November 2012
LaBarge, Inc. January 2007 - September 2009
Honeywell Aerospace May 2004 - February 2007
Senior Aerospace SSP October 2000 - May 2004
Advanced Products / Da-lite Screen June 2000 - October 2000
Vornado Air Circulation Systems November 1998 - June 2000
GT Sales & Manufacturing April 1997 - November 1998
Skills
Purchasing, Contract Negotiation, Strategic Sourcing, Operations Management, Supply Management, Cost Savings, Change Management, Project Management, Process Improvement, Cross Functional Team..., Procurement, Relationship Building, Vendor Management, Management, Budget Management, Sourcing, Supply Strategy, Inventory Management, Strategic Planning, Leadership, Team Building, Program Management, Business Analysis, Project Planning, Negotiation, Business Process..., Cross-functional Team..., Risk Management, Team Leadership, Supply Chain Management, Vendor Relationship..., Continuous Improvement, Lean Manufacturing, Six Sigma, Supply Chain, Strategy, Forecasting, Manufacturing, Contract Management
Education
Southwestern College
Bachelor of Science (BS), Business Administration / Ops Management
Stacey Sturgess-Tracy's BOK Financial Experience January 2009 - Present
Job Assistant Vice President Senior Trust Tax at BOK Financial
Industry Banking
Experience
BOK Financial January 2009 - Present
KPMG US August 2007 - January 2009
Skills
Tax, Legal Research, Financial Analysis, Analysis
Education
University of Tulsa College of Law 2004 — 2007
Doctor of Law (J.D.)
Pittsburg State University 2000 — 2003
Bachelor of Science (BS), Psychology
BOK Financial January 2009 - Present
KPMG US August 2007 - January 2009
Skills
Tax, Legal Research, Financial Analysis, Analysis
Education
University of Tulsa College of Law 2004 — 2007
Doctor of Law (J.D.)
Pittsburg State University 2000 — 2003
Bachelor of Science (BS), Psychology
Garrett Fowler's BOK Financial Experience September 2013 - Present
Job Investment Specialist at BOK Financial
Industry Banking
Experience
BOK Financial September 2013 - Present
Education
Pittsburg State University 2008 — 2013
Finance & Marketing, Investments and Securities
BOK Financial September 2013 - Present
Education
Pittsburg State University 2008 — 2013
Finance & Marketing, Investments and Securities
Greg Frazier, CPL's BOK Financial Experience January 2012 - Present
Job Vice President/ Oil & Gas Property Manager/ PlainsCapital Bank
Industry Oil & Energy
Experience
PlainsCapital Bank April 2015 - Present
BOK Financial January 2012 - Present
Dale Resources, L.L.C. March 2007 - January 2012
Education
Tarleton State University
Bachelor of Science (B.S.), Business
PlainsCapital Bank April 2015 - Present
BOK Financial January 2012 - Present
Dale Resources, L.L.C. March 2007 - January 2012
Education
Tarleton State University
Bachelor of Science (B.S.), Business
Katherine Hepler Katherine Hepler's BOK Financial Experience June 2015 - Present
Job Accelerated Career Track: Commercial Associate at BOK Financial
Industry Banking
Experience
BOK Financial June 2015 - Present
BOK Financial June 2014 - August 2014
General Plastics & Composites LP June 2013 - August 2013
BARC Animal Shelter June 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Banking, Financial Accounting, Community Service, Social Media
Education
Texas A&M University 2011 — 2015
Bachelor’s Degree, Finance, Certificate in Commercial Banking
BOK Financial June 2015 - Present
BOK Financial June 2014 - August 2014
General Plastics & Composites LP June 2013 - August 2013
BARC Animal Shelter June 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Financial Analysis, Banking, Financial Accounting, Community Service, Social Media
Education
Texas A&M University 2011 — 2015
Bachelor’s Degree, Finance, Certificate in Commercial Banking
Regan Steyl's BOK Financial Experience December 2012 - April 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
BOK Financial December 2012 - April 2015
BOK Financial June 2009 - December 2012
BOK Financial July 2007 - June 2009
Skills
Strategic Planning, Finance, Six Sigma, Commercial Banking, Banking, Credit, Customer Service, Continuous Improvement, Process Improvement, Team Building, Leadership
Education
Oral Roberts University 1997 — 2000
BSc, Accounting
Merrill Lynch April 2015 - Present
BOK Financial December 2012 - April 2015
BOK Financial June 2009 - December 2012
BOK Financial July 2007 - June 2009
Skills
Strategic Planning, Finance, Six Sigma, Commercial Banking, Banking, Credit, Customer Service, Continuous Improvement, Process Improvement, Team Building, Leadership
Education
Oral Roberts University 1997 — 2000
BSc, Accounting
Shayle Katz, CID Shayle Katz, CID's BOK Financial Experience March 2011 - November 2011
Job Senior Designer/Project Manager
Industry Furniture
Experience
Hogue December 2011 - Present
BOK Financial March 2011 - November 2011
Keller Group Office Environments June 2008 - January 2011
Natural Stone Design Gallery June 2002 - June 2008
Skills
Space-planning, Interior Design, Project Management, Project Coordination, Systems Furniture, AutoCAD Architecture, Graphic Design, SketchUp, CAP, Photoshop, Microsoft Excel, Marketing, Specifications, Tririga, Furniture, Space planning, Design Research, Project Planning, Interior Architecture, Furnishings, Rendering, FF&E, Move Management, Sustainable Design, Residential Design, Architectural Drawings, AutoCAD, Space Planning, Natural Stone, Ceramic Tile
Education
California State University, Sacramento 2004 — 2007
Bachelor of Arts, Interior Design
Sierra College 2002 — 2005
Associates Degree, Liberal Arts
Hogue December 2011 - Present
BOK Financial March 2011 - November 2011
Keller Group Office Environments June 2008 - January 2011
Natural Stone Design Gallery June 2002 - June 2008
Skills
Space-planning, Interior Design, Project Management, Project Coordination, Systems Furniture, AutoCAD Architecture, Graphic Design, SketchUp, CAP, Photoshop, Microsoft Excel, Marketing, Specifications, Tririga, Furniture, Space planning, Design Research, Project Planning, Interior Architecture, Furnishings, Rendering, FF&E, Move Management, Sustainable Design, Residential Design, Architectural Drawings, AutoCAD, Space Planning, Natural Stone, Ceramic Tile
Education
California State University, Sacramento 2004 — 2007
Bachelor of Arts, Interior Design
Sierra College 2002 — 2005
Associates Degree, Liberal Arts
Scott England Scott England's BOK Financial Experience May 2011 - July 2015
Job Co Founder at Stonehaven Real Estate Investments
Industry Banking
Experience
Stonehaven Real Estate Investments August 2015 - Present
Aventine Hill Properties August 2015 - Present
BOK Financial May 2011 - July 2015
GMAC ResCap October 2009 - January 2011
Taylor, Bean & Whitaker May 2005 - August 2009
Skills
Mortgage Lending, Credit, Loan Origination, Loans, Banking, Residential Mortgages, Mortgage Banking, FHA, Refinance, Sales, USDA
Education
Oklahoma State University
BA, Psychology and Marketing
Stonehaven Real Estate Investments August 2015 - Present
Aventine Hill Properties August 2015 - Present
BOK Financial May 2011 - July 2015
GMAC ResCap October 2009 - January 2011
Taylor, Bean & Whitaker May 2005 - August 2009
Skills
Mortgage Lending, Credit, Loan Origination, Loans, Banking, Residential Mortgages, Mortgage Banking, FHA, Refinance, Sales, USDA
Education
Oklahoma State University
BA, Psychology and Marketing
Vicki Litchfield Vicki Litchfield's BOK Financial Experience February 2013 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
BOK Financial February 2013 - Present
Hard Rock Hotel & Casino Tulsa / Cherokee Nation Entertainment October 2010 - December 2012
Winnercomm, Inc. December 2004 - June 2009
Health Food Associates April 2004 - December 2004
Striegel & Associates 2001 - August 2003
Sterling Integrated Communications December 1999 - January 2001
Striegel & Associates February 1997 - June 1999
Lowrance Electronics July 1996 - February 1997
Brothers & Co. March 1995 - July 1996
Retherford Publications 1992 - 1995
Skills
Account Management, Advertising, Budgeting, Business Planning, Customer Service, Event Planning, Team Leadership, Leadership Development, Mentoring, Online Marketing, Planning, Public Relations, Strategic Planning, Customer Relations, Employee Relations, Problem Solving, Team Building, Teamwork, Web Development, Copywriting, Interactive Marketing, Creative Direction, Project Management, Project Planning, Marketing Communications, Marketing Strategy, Budgets, CRM, Online Advertising, Email Marketing, Social Media, Strategy, Integrated Marketing, Management, Social Media Marketing
Education
Oklahoma State University
Bachelor of Science, Journalism & Broadcasting
BOK Financial February 2013 - Present
Hard Rock Hotel & Casino Tulsa / Cherokee Nation Entertainment October 2010 - December 2012
Winnercomm, Inc. December 2004 - June 2009
Health Food Associates April 2004 - December 2004
Striegel & Associates 2001 - August 2003
Sterling Integrated Communications December 1999 - January 2001
Striegel & Associates February 1997 - June 1999
Lowrance Electronics July 1996 - February 1997
Brothers & Co. March 1995 - July 1996
Retherford Publications 1992 - 1995
Skills
Account Management, Advertising, Budgeting, Business Planning, Customer Service, Event Planning, Team Leadership, Leadership Development, Mentoring, Online Marketing, Planning, Public Relations, Strategic Planning, Customer Relations, Employee Relations, Problem Solving, Team Building, Teamwork, Web Development, Copywriting, Interactive Marketing, Creative Direction, Project Management, Project Planning, Marketing Communications, Marketing Strategy, Budgets, CRM, Online Advertising, Email Marketing, Social Media, Strategy, Integrated Marketing, Management, Social Media Marketing
Education
Oklahoma State University
Bachelor of Science, Journalism & Broadcasting
Derek Van Dyke's BOK Financial Experience July 2009 - February 2014
Job Internet Banking Technical Support
Industry Computer Software
Experience
Jack Henry & Associates March 2014 - Present
Bank of Kansas City July 2009 - February 2014
BOK Financial July 2009 - February 2014
Eco-Works 2011 - 2014
Union Bank & Trust Co January 2006 - January 2008
Skills
Loans, Retail Banking, Consumer Lending, IRAs, CDS, Home Equity Loans, Home Equity Lines of..., Finance, Portfolio Management, Commercial Lending
Education
The University of Kansas
B.A, Economics; international finance
Jack Henry & Associates March 2014 - Present
Bank of Kansas City July 2009 - February 2014
BOK Financial July 2009 - February 2014
Eco-Works 2011 - 2014
Union Bank & Trust Co January 2006 - January 2008
Skills
Loans, Retail Banking, Consumer Lending, IRAs, CDS, Home Equity Loans, Home Equity Lines of..., Finance, Portfolio Management, Commercial Lending
Education
The University of Kansas
B.A, Economics; international finance
Janet Gunzenheiser Janet Gunzenheiser's BOK Financial Experience November 2012 - Present
Job Social Media Strategist at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2012 - Present
TTCU The Credit Union February 2002 - November 2012
Skills
Email Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Advertising, Copywriting, Social Media, Public Relations, Marketing, Direct Marketing, E-commerce, Media Relations, Integrated Marketing, Direct Mail, Online Marketing, Online Advertising, Brand Development, Newsletters, Sales, Social Networking, Marketing Management, Public Speaking, Website Development, Event Planning, Event Management, Facebook, SEO, SEM, Brand Management, Radio Advertising, Google Adwords, Corporate Communications, Mobile Marketing, Marketing Strategy, Web Analytics, Lead Generation, Digital Strategy, Onboarding, Direct Mail Campaigns, Direct Mail Programs, MCIF, CRM databases, Target Marketing, Brand Awareness, Corporate Branding, Management, Banking, Credit, Leadership, Strategic Planning
Education
Oral Roberts University
BS, Communications
BOK Financial November 2012 - Present
TTCU The Credit Union February 2002 - November 2012
Skills
Email Marketing, Digital Marketing, Social Media Marketing, Marketing Communications, Advertising, Copywriting, Social Media, Public Relations, Marketing, Direct Marketing, E-commerce, Media Relations, Integrated Marketing, Direct Mail, Online Marketing, Online Advertising, Brand Development, Newsletters, Sales, Social Networking, Marketing Management, Public Speaking, Website Development, Event Planning, Event Management, Facebook, SEO, SEM, Brand Management, Radio Advertising, Google Adwords, Corporate Communications, Mobile Marketing, Marketing Strategy, Web Analytics, Lead Generation, Digital Strategy, Onboarding, Direct Mail Campaigns, Direct Mail Programs, MCIF, CRM databases, Target Marketing, Brand Awareness, Corporate Branding, Management, Banking, Credit, Leadership, Strategic Planning
Education
Oral Roberts University
BS, Communications
David Poczynek David Poczynek's BOK Financial Experience March 2015 - Present
Job Chief Information Security Officer at BOK Financial
Industry Banking
Experience
BOK Financial March 2015 - Present
Williams Company January 2013 - March 2015
Williams Company December 2004 - January 2013
Bank of America February 2003 - December 2004
Saudi Aramco May 1998 - July 2003
U.S. Army June 1973 - May 1998
Skills
Risk Assessment, Information Security..., IT Audit, Information Security, Disaster Recovery, Vulnerability Assessment, Security, Risk Management, Vulnerability Management, Sarbanes-Oxley Act, Application Security, ITIL, CISSP, Network Security, Information Technology, IT Strategy, ISO 27001, Business Continuity, Penetration Testing, Enterprise Software, PMO, Computer Security, Computer Forensics, Outsourcing, Identity Management
Education
Strayer University (VA)
Bachelor of Science (BS)
BOK Financial March 2015 - Present
Williams Company January 2013 - March 2015
Williams Company December 2004 - January 2013
Bank of America February 2003 - December 2004
Saudi Aramco May 1998 - July 2003
U.S. Army June 1973 - May 1998
Skills
Risk Assessment, Information Security..., IT Audit, Information Security, Disaster Recovery, Vulnerability Assessment, Security, Risk Management, Vulnerability Management, Sarbanes-Oxley Act, Application Security, ITIL, CISSP, Network Security, Information Technology, IT Strategy, ISO 27001, Business Continuity, Penetration Testing, Enterprise Software, PMO, Computer Security, Computer Forensics, Outsourcing, Identity Management
Education
Strayer University (VA)
Bachelor of Science (BS)
Andy Ryback Andy Ryback's BOK Financial Experience January 2013 - November 2014
Job Vice President, Institutional Fixed Income Sales at BOSC, Inc.
Industry Financial Services
Experience
Cal-Western Forest Products November 2014 - Present
BOK Financial January 2013 - November 2014
Wells Fargo Securities October 2007 - November 2012
Wells Fargo Securities October 2006 - October 2007
Wells Fargo June 2005 - October 2006
Texas Tech University June 2004 - May 2005
Texas Tech University June 2003 - May 2005
Education
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Cal-Western Forest Products November 2014 - Present
BOK Financial January 2013 - November 2014
Wells Fargo Securities October 2007 - November 2012
Wells Fargo Securities October 2006 - October 2007
Wells Fargo June 2005 - October 2006
Texas Tech University June 2004 - May 2005
Texas Tech University June 2003 - May 2005
Education
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Texas Tech University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Starla Hyde Starla Hyde's BOK Financial Experience January 2013 - July 2013
Job Regional Operations Director at DaVita
Industry Management Consulting
Experience
DaVita July 2013 - Present
The Manager School 2012 - Present
BOK Financial January 2013 - July 2013
University of Phoenix 2009 - 2012
University of Phoenix 2008 - 2009
University of Phoenix 2006 - 2008
University of Phoenix 2005 - 2006
University of Phoenix April 2004 - December 2004
Renaissance Personnel Group 2003 - 2004
Jobing 2002 - 2003
Skills
Executive Coaching, Training Delivery, Instructor-led Training, Curriculum Development, Strategic Negotiations, Conflict Management, Organizational Needs..., Business Coaching, Business Analysis, Strategic Communications, Event Planning, Leadership Development, Cross-functional Team..., Thought Leadership, Strategic Leadership, Situational Leadership, Crucial Confrontations, Management Consulting, Operations Management, Lominger Leadership..., Managing Managers, Emotional Intelligence, Sales Management, Organizational..., Coaching, Staff Development, Leadership, Business Development, Career Counseling, Human Resources, Interviews, Management, Performance Management, Strategic Planning, Strategy, Employee Engagement, Talent Management, Training
Education
University of Phoenix 2005 — 2006
Master of Arts (MA), Masters of Management
Oral Roberts University 1999 — 2002
Organizational Interpersonal Communications, Business Administration and Management, General
DaVita July 2013 - Present
The Manager School 2012 - Present
BOK Financial January 2013 - July 2013
University of Phoenix 2009 - 2012
University of Phoenix 2008 - 2009
University of Phoenix 2006 - 2008
University of Phoenix 2005 - 2006
University of Phoenix April 2004 - December 2004
Renaissance Personnel Group 2003 - 2004
Jobing 2002 - 2003
Skills
Executive Coaching, Training Delivery, Instructor-led Training, Curriculum Development, Strategic Negotiations, Conflict Management, Organizational Needs..., Business Coaching, Business Analysis, Strategic Communications, Event Planning, Leadership Development, Cross-functional Team..., Thought Leadership, Strategic Leadership, Situational Leadership, Crucial Confrontations, Management Consulting, Operations Management, Lominger Leadership..., Managing Managers, Emotional Intelligence, Sales Management, Organizational..., Coaching, Staff Development, Leadership, Business Development, Career Counseling, Human Resources, Interviews, Management, Performance Management, Strategic Planning, Strategy, Employee Engagement, Talent Management, Training
Education
University of Phoenix 2005 — 2006
Master of Arts (MA), Masters of Management
Oral Roberts University 1999 — 2002
Organizational Interpersonal Communications, Business Administration and Management, General
Janine Collins's BOK Financial Experience July 2012 - April 2015
Job Product Management Professional
Industry Telecommunications
Experience
Verizon April 2015 - Present
BOK Financial July 2012 - April 2015
BOK Financial September 2010 - July 2012
The Leukemia & Lymphoma Society October 2007 - September 2010
Intuit 2002 - 2007
Skills
Banking, Retail Banking, Product Management, Commercial Banking, Product Marketing, Financial Services, Relationship Management, Business Analysis, Cash Management, Treasury Management, Vendor Management, Treasury Services, Requirements Gathering, Customer Experience, Product Development, Business Requirements, Analysis, Process Improvement, Business Development, ACH, Project Management, Operations Management, Marketing, Internet Banking, Visio, Marketing Strategy, Cross-functional Team...
Education
The University of New Mexico 2010 — 2012
Master of Business Administration (MBA)
Tarleton State University 1998 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Arizona 1995 — 1997
Marketing
Verizon April 2015 - Present
BOK Financial July 2012 - April 2015
BOK Financial September 2010 - July 2012
The Leukemia & Lymphoma Society October 2007 - September 2010
Intuit 2002 - 2007
Skills
Banking, Retail Banking, Product Management, Commercial Banking, Product Marketing, Financial Services, Relationship Management, Business Analysis, Cash Management, Treasury Management, Vendor Management, Treasury Services, Requirements Gathering, Customer Experience, Product Development, Business Requirements, Analysis, Process Improvement, Business Development, ACH, Project Management, Operations Management, Marketing, Internet Banking, Visio, Marketing Strategy, Cross-functional Team...
Education
The University of New Mexico 2010 — 2012
Master of Business Administration (MBA)
Tarleton State University 1998 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Arizona 1995 — 1997
Marketing
Irene Goussak Irene Goussak's BOK Financial Experience December 2013 - Present
Job AVP Private Bank Underwriting at BOK Financial
Industry Banking
Experience
BOK Financial December 2013 - Present
JPMorgan Chase August 2013 - December 2013
JPMorgan Chase April 2012 - August 2013
Amarillo National Bank August 2006 - April 2012
ViewPoint Bank September 2005 - March 2006
JC Penney February 2004 - August 2004
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Foreign Languages, Underwriting, Loans, Leadership
Education
West Texas A&M University 2007 — 2009
MBA, General Business
Southern Methodist University 2001 — 2005
BBA, Management
BOK Financial December 2013 - Present
JPMorgan Chase August 2013 - December 2013
JPMorgan Chase April 2012 - August 2013
Amarillo National Bank August 2006 - April 2012
ViewPoint Bank September 2005 - March 2006
JC Penney February 2004 - August 2004
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Foreign Languages, Underwriting, Loans, Leadership
Education
West Texas A&M University 2007 — 2009
MBA, General Business
Southern Methodist University 2001 — 2005
BBA, Management
Lauren McCain Lauren McCain's BOK Financial Experience May 2012 - September 2013
Job AVP Business Analyst II at BOK Financial
Industry Banking
Experience
BOK Financial May 2012 - September 2013
BOK Financial May 2007 - May 2012
Triumph Bank November 2005 - January 2007
AmSouth Bank March 2002 - July 2005
Skills
Banking, Coaching, Credit, Customer Service, Training, Management, CRM, Business Analysis, Retail Banking, Requirements Analysis, Loans, Testing, Staff Development, Financial Services, Team Building, Troubleshooting, Employee Training, Leadership Development, Consumer Lending, Analysis, Call Centers, Human Resources, Quality Assurance, Sales, Time Management
Education
The University of Memphis 1998 — 2002
Bachelor's, Finance
Houston High
BOK Financial May 2012 - September 2013
BOK Financial May 2007 - May 2012
Triumph Bank November 2005 - January 2007
AmSouth Bank March 2002 - July 2005
Skills
Banking, Coaching, Credit, Customer Service, Training, Management, CRM, Business Analysis, Retail Banking, Requirements Analysis, Loans, Testing, Staff Development, Financial Services, Team Building, Troubleshooting, Employee Training, Leadership Development, Consumer Lending, Analysis, Call Centers, Human Resources, Quality Assurance, Sales, Time Management
Education
The University of Memphis 1998 — 2002
Bachelor's, Finance
Houston High
Christen Meyer Christen Meyer's BOK Financial Experience August 2014 - Present
Job Treasury Management Officer at BOK Financial
Industry Banking
Experience
BOK Financial August 2014 - Present
Bank of Oklahoma December 2011 - August 2014
BOK Financial 2010 - December 2011
Gardner's Tax Service May 2010 - August 2010
Volunteer Income Tax Assistance Program- IRS 2009 - 2010
IBC Bank January 2007 - August 2007
Skills
Financial Analysis, Accounting, QuickBooks, Cash Management, General Ledger, Microsoft Excel, Microsoft Office, Tax, Analysis, Outlook, Salesforce.com, Adobe, Data Entry, Customer Service, Process Improvement, Banking, Commercial Banking, Treasury Management
Education
Southern Utah University 2007 — 2010
Bachelor of Science (B.S.), Accounting
University of Hawaii at Hilo 2008 — 2008
National Student Exchange
BOK Financial August 2014 - Present
Bank of Oklahoma December 2011 - August 2014
BOK Financial 2010 - December 2011
Gardner's Tax Service May 2010 - August 2010
Volunteer Income Tax Assistance Program- IRS 2009 - 2010
IBC Bank January 2007 - August 2007
Skills
Financial Analysis, Accounting, QuickBooks, Cash Management, General Ledger, Microsoft Excel, Microsoft Office, Tax, Analysis, Outlook, Salesforce.com, Adobe, Data Entry, Customer Service, Process Improvement, Banking, Commercial Banking, Treasury Management
Education
Southern Utah University 2007 — 2010
Bachelor of Science (B.S.), Accounting
University of Hawaii at Hilo 2008 — 2008
National Student Exchange
Gilbert Gerst Gilbert Gerst's BOK Financial Experience June 2011 - Present
Job Senior Vice President, Manager Community Developoment Banking at BOK Financial
Industry
Experience
BOK Financial June 2011 - Present
JPMorgan Chase January 1986 - June 2011
Skills
Loans, Real Estate, Affordable Housing, Finance, Banking, Real Estate Financing, LIHTC, Tax Credits, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Commercial Real Estate, Alternative Investments
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (MS), Real Estate
University of North Texas 1981 — 1985
Bachelor's degree, Accounting
BOK Financial June 2011 - Present
JPMorgan Chase January 1986 - June 2011
Skills
Loans, Real Estate, Affordable Housing, Finance, Banking, Real Estate Financing, LIHTC, Tax Credits, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Commercial Real Estate, Alternative Investments
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (MS), Real Estate
University of North Texas 1981 — 1985
Bachelor's degree, Accounting
Mackenzie Whipps Mackenzie Whipps's BOK Financial Experience May 2013 - Present
Job Commercial Lending Associate Accelerated Career Track at BOK Financial
Industry Higher Education
Experience
BOK Financial May 2013 - Present
Bank of Kansas City April 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Banking, Financial Analysis, Commercial Lending, Credit
Education
University of Kansas 2011 — 2014
Bachelor's degree, Business Finance
Texas Christian University 2010 — 2012
BOK Financial May 2013 - Present
Bank of Kansas City April 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Banking, Financial Analysis, Commercial Lending, Credit
Education
University of Kansas 2011 — 2014
Bachelor's degree, Business Finance
Texas Christian University 2010 — 2012
Jason Lozada Jason Lozada's BOK Financial Experience May 2008 - Present
Job Institutional Investments BOSC
Industry Financial Services
Experience
BOK Financial May 2008 - Present
Skills
Investments, Financial Analysis, Customer Service, Portfolio Management, Wealth Management, Asset Management, Banking, Fixed Income
Education
The University of Southern Mississippi 2000 — 2003
BOK Financial May 2008 - Present
Skills
Investments, Financial Analysis, Customer Service, Portfolio Management, Wealth Management, Asset Management, Banking, Fixed Income
Education
The University of Southern Mississippi 2000 — 2003
David V. Thomas, Jr.'s BOK Financial Experience August 2013 - Present
Job Vice President & Senior Wealth Advisor at BOSC, Inc a subsidiary of BOK Financial Corp
Industry Financial Services
Experience
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
Byron Baxter's BOK Financial Experience December 2011 - Present
Job VP, Application Manager at BOK Financial
Industry Information Technology and Services
Experience
BOK Financial December 2011 - Present
BOK Financial March 2011 - November 2011
BOK Financial August 2007 - February 2011
TV Guide April 2004 - August 2007
Self Employed September 2001 - March 2004
NDC Health February 2000 - August 2001
US Navy January 1993 - December 1997
Skills
Business Process..., Agile Project Management, Change Management, Strategy Development, Systems Analysis, Business Relationship..., Strategic Technology..., Technology Integration, Business Intelligence, Business Process Design, Strategy, Vendor Management, Business Analysis, SharePoint, Software Documentation, IT Management, Business Process, Management, Project Portfolio..., Requirements Gathering, SDLC
Education
Southern Nazarene University 2010 — 2012
MBA, Technology
Saint Gregory's University 2005 — 2007
BS Business, Technology
BOK Financial December 2011 - Present
BOK Financial March 2011 - November 2011
BOK Financial August 2007 - February 2011
TV Guide April 2004 - August 2007
Self Employed September 2001 - March 2004
NDC Health February 2000 - August 2001
US Navy January 1993 - December 1997
Skills
Business Process..., Agile Project Management, Change Management, Strategy Development, Systems Analysis, Business Relationship..., Strategic Technology..., Technology Integration, Business Intelligence, Business Process Design, Strategy, Vendor Management, Business Analysis, SharePoint, Software Documentation, IT Management, Business Process, Management, Project Portfolio..., Requirements Gathering, SDLC
Education
Southern Nazarene University 2010 — 2012
MBA, Technology
Saint Gregory's University 2005 — 2007
BS Business, Technology
Colin Huntley's BOK Financial Experience October 2005 - Present
Job VP, Applications Architect at Bank of Oklahoma
Industry Banking
Experience
BOK Financial October 2005 - Present
BOK Financial March 2000 - October 2005
The Golf Network / Golf Management Systems 1998 - 2000
The Golf Network / Golf Management Systems 1997 - 1998
Skills
Enterprise Architecture, Business Analysis
Education
St. Gregory's University
BS, Business
Tulsa Community College
AA, Management Information Systems
BOK Financial October 2005 - Present
BOK Financial March 2000 - October 2005
The Golf Network / Golf Management Systems 1998 - 2000
The Golf Network / Golf Management Systems 1997 - 1998
Skills
Enterprise Architecture, Business Analysis
Education
St. Gregory's University
BS, Business
Tulsa Community College
AA, Management Information Systems
Lynne Beeson, PMP's BOK Financial Experience July 2006 - March 2014
Job PMO Consultant IV at Williams
Industry Information Technology and Services
Experience
Williams September 2014 - Present
Verizon June 2014 - September 2014
BOK Financial July 2006 - March 2014
PMI Tulsa January 2010 - December 2011
Verizon Business June 1994 - July 2006
Verizon Business 1994 - July 2006
WorldCom 1994 - 2006
MCI WorldCom 1998 - 2005
Sprint May 1989 - June 1994
Stephens College September 1979 - May 1983
Skills
SDLC, Team Management, Business Analysis, Program Management, Project Management, PMO, Management, Testing, Integration, Process Improvement, Visio, Requirements Analysis, Software Development, Budgets, PMP, Telecommunications, Business Requirements, Quality Assurance, Vendor Management, Project Planning, Business Process..., Resource Management, Business Process, MS Project, Project Portfolio..., Software Project..., Requirements Gathering, SharePoint, Information Technology, IT Management, Business Intelligence, Risk Management, Software Documentation, ITIL, IT Strategy
Education
Stephens College 1979 — 1983
Bachelor's degree, Communications
Williams September 2014 - Present
Verizon June 2014 - September 2014
BOK Financial July 2006 - March 2014
PMI Tulsa January 2010 - December 2011
Verizon Business June 1994 - July 2006
Verizon Business 1994 - July 2006
WorldCom 1994 - 2006
MCI WorldCom 1998 - 2005
Sprint May 1989 - June 1994
Stephens College September 1979 - May 1983
Skills
SDLC, Team Management, Business Analysis, Program Management, Project Management, PMO, Management, Testing, Integration, Process Improvement, Visio, Requirements Analysis, Software Development, Budgets, PMP, Telecommunications, Business Requirements, Quality Assurance, Vendor Management, Project Planning, Business Process..., Resource Management, Business Process, MS Project, Project Portfolio..., Software Project..., Requirements Gathering, SharePoint, Information Technology, IT Management, Business Intelligence, Risk Management, Software Documentation, ITIL, IT Strategy
Education
Stephens College 1979 — 1983
Bachelor's degree, Communications
Kelly Neugebauer's BOK Financial Experience March 2014 - Present
Job Loan Review Supervisor at Bank of Texas
Industry Banking
Experience
BOK Financial March 2014 - Present
Office of the Comptroller of the Currency October 2000 - March 2014
Texas Department of Banking August 1998 - October 2000
Skills
Banking, Bank Secrecy Act, Credit Analysis, USA PATRIOT Act, OFAC, Credit Risk, AML, Loans, Operational Risk, Credit, Liquidity Risk, Interest Rate Risk..., Financial Risk, Financial Analysis, Liquidity Management, Risk Management, Mortgage Lending, Due Diligence, Commercial Lending, Risk Assessment, Commercial Banking
Education
Southern Methodist University - Cox School of Business 2007 — 2009
SW Graduate School of Banking
Texas Tech University 1994 — 1998
BBA, Finance
BOK Financial March 2014 - Present
Office of the Comptroller of the Currency October 2000 - March 2014
Texas Department of Banking August 1998 - October 2000
Skills
Banking, Bank Secrecy Act, Credit Analysis, USA PATRIOT Act, OFAC, Credit Risk, AML, Loans, Operational Risk, Credit, Liquidity Risk, Interest Rate Risk..., Financial Risk, Financial Analysis, Liquidity Management, Risk Management, Mortgage Lending, Due Diligence, Commercial Lending, Risk Assessment, Commercial Banking
Education
Southern Methodist University - Cox School of Business 2007 — 2009
SW Graduate School of Banking
Texas Tech University 1994 — 1998
BBA, Finance
Chris Niemczyk's BOK Financial Experience June 2006 - October 2007
Job Vice President
Industry Investment Banking
Experience
MUFG Americas September 2013 - Present
Natixis June 2011 - September 2013
Natixis October 2007 - June 2011
BOK Financial June 2006 - October 2007
Western Strategic Advisors May 2005 - May 2006
Merrill Lynch 2004 - 2005
Skills
Financial Structuring, Project Finance, Capital Markets, Investment Banking, Energy, Commercial Banking, Credit, Syndications, Valuation, Financial Modeling, Relationship Management, Corporate Finance, Investments, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2006
BBA Finance
MUFG Americas September 2013 - Present
Natixis June 2011 - September 2013
Natixis October 2007 - June 2011
BOK Financial June 2006 - October 2007
Western Strategic Advisors May 2005 - May 2006
Merrill Lynch 2004 - 2005
Skills
Financial Structuring, Project Finance, Capital Markets, Investment Banking, Energy, Commercial Banking, Credit, Syndications, Valuation, Financial Modeling, Relationship Management, Corporate Finance, Investments, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2006
BBA Finance
Sebastien Solar's BOK Financial Experience August 2012 - Present
Job Bank of Texas: Commercial Banking Division Manager
Industry Financial Services
Experience
Children's Museum of Houston September 2015 - Present
Bank of Texas October 2014 - Present
BOK Financial August 2012 - Present
Trinity University February 2011 - Present
CHILDREN AT RISK January 2014 - Present
Hermann Park Conservancy July 2015 - Present
Bank of Texas March 2012 - October 2014
JPMorgan Chase August 2005 - March 2012
Greater Houston Partnership January 2011 - January 2012
JPMorgan Chase January 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Finance, Research, Banking, Management, New Business Development, Investments, Corporate Finance, Project Planning, Financial Risk, Commercial Lending
Education
Trinity University 2001 — 2005
BS, International Business
Institute for Shipboard Education - Semester at Sea 2004 — 2004
Pontificia Universidad Católica de Chile 2002 — 2002
Spanish grammar, literature, S. American history
Strake Jesuit
Children's Museum of Houston September 2015 - Present
Bank of Texas October 2014 - Present
BOK Financial August 2012 - Present
Trinity University February 2011 - Present
CHILDREN AT RISK January 2014 - Present
Hermann Park Conservancy July 2015 - Present
Bank of Texas March 2012 - October 2014
JPMorgan Chase August 2005 - March 2012
Greater Houston Partnership January 2011 - January 2012
JPMorgan Chase January 2010 - January 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Finance, Research, Banking, Management, New Business Development, Investments, Corporate Finance, Project Planning, Financial Risk, Commercial Lending
Education
Trinity University 2001 — 2005
BS, International Business
Institute for Shipboard Education - Semester at Sea 2004 — 2004
Pontificia Universidad Católica de Chile 2002 — 2002
Spanish grammar, literature, S. American history
Strake Jesuit
Todd Grieco's BOK Financial Experience April 2005 - September 2006
Job . at DP Financial & Tax
Industry Accounting
Experience
DP Financial & Tax October 2006 - Present
BOK Financial April 2005 - September 2006
Intuit May 2002 - April 2005
Williams Communications 2000 - 2002
Tax & Accounting Software Corp August 1991 - November 2000
Tax and Accounting Software Corp (TAASC) 1991 - 2000
Skills
Management, Project Planning, Process Improvement, Business Analysis, Accounting, Leadership, Project Management, Business Process..., Vendor Management, Business Process, Financial Analysis, Management Consulting, Call Centers, SDLC
Education
Oklahoma State University 1998 — 2000
Master of Business Administration (MBA), Partial
Oral Roberts University 1986 — 1990
Accounting and Finance
DP Financial & Tax October 2006 - Present
BOK Financial April 2005 - September 2006
Intuit May 2002 - April 2005
Williams Communications 2000 - 2002
Tax & Accounting Software Corp August 1991 - November 2000
Tax and Accounting Software Corp (TAASC) 1991 - 2000
Skills
Management, Project Planning, Process Improvement, Business Analysis, Accounting, Leadership, Project Management, Business Process..., Vendor Management, Business Process, Financial Analysis, Management Consulting, Call Centers, SDLC
Education
Oklahoma State University 1998 — 2000
Master of Business Administration (MBA), Partial
Oral Roberts University 1986 — 1990
Accounting and Finance
Kyle Gibson's BOK Financial Experience 2009 - December 2011
Job Vice President of Development & Construction at Guggenheim Retail Real Estate Partners
Industry Real Estate
Experience
Guggenheim Retail Real Estate Partners December 2011 - Present
Bismarck Real Estate Partners, a Guggenheim Partners December 2011 - Present
BOK Financial 2009 - December 2011
Red Rock Development Services, LLC December 1999 - January 2009
Williams-Sonoma, Inc December 1997 - December 1999
Pier 1 Imports 1992 - 1997
Skills
Real Estate, Budgets, Construction Management, Construction, Mixed-use, Entitlements, Project Planning, Facilities Management, Shopping Centers, Property Management, Commercial Real Estate, Real Estate Development, Project Management, Location Intelligence
Education
Texas Tech University 1980 — 1985
Bachelor of Business Administration (BBA), Real Estate
Guggenheim Retail Real Estate Partners December 2011 - Present
Bismarck Real Estate Partners, a Guggenheim Partners December 2011 - Present
BOK Financial 2009 - December 2011
Red Rock Development Services, LLC December 1999 - January 2009
Williams-Sonoma, Inc December 1997 - December 1999
Pier 1 Imports 1992 - 1997
Skills
Real Estate, Budgets, Construction Management, Construction, Mixed-use, Entitlements, Project Planning, Facilities Management, Shopping Centers, Property Management, Commercial Real Estate, Real Estate Development, Project Management, Location Intelligence
Education
Texas Tech University 1980 — 1985
Bachelor of Business Administration (BBA), Real Estate
Steve Emde's BOK Financial Experience 1997 - Present
Job Vice President at Bank of Oklahoma NA
Industry Banking
Experience
BOK Financial 1997 - Present
Education
Oklahoma State University 1975 — 1980
BOK Financial 1997 - Present
Education
Oklahoma State University 1975 — 1980
Dan Ellinor's BOK Financial Experience January 2014 - March 2015
Job Private Investor
Industry Executive Office
Experience
Ellinor Family Fd April 2015 - Present
BOK Financial January 2014 - March 2015
BOK Financial October 2003 - December 2013
Compass Bank March 2001 - September 2003
Bank of America May 1982 - March 2001
Skills
Commercial Lending, Banking, Loans, Credit, Private Equity, Commercial Banking, Business Development, Corporate Finance, Financial Risk, Treasury Management, Portfolio Management
Education
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ellinor Family Fd April 2015 - Present
BOK Financial January 2014 - March 2015
BOK Financial October 2003 - December 2013
Compass Bank March 2001 - September 2003
Bank of America May 1982 - March 2001
Skills
Commercial Lending, Banking, Loans, Credit, Private Equity, Commercial Banking, Business Development, Corporate Finance, Financial Risk, Treasury Management, Portfolio Management
Education
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jed Dunn's BOK Financial Experience March 2015 - Present
Job Vice President, Talent Development & Leadership Consultant at BOK Financial
Industry Banking
Experience
BOK Financial March 2015 - Present
Bank of Texas - BOK Financial December 2012 - February 2015
Bank of Texas - BOK Financial January 2009 - December 2012
Bank of Texas - BOK Financial December 2003 - January 2009
Bank United of Texas / Washington Mutual July 1997 - April 2003
Skills
Consumer Lending, Loans, Credit, Retail Banking, Risk Management, Banking, Small Business Lending, Mortgage Lending, Human Resources, Loan Origination, Credit Analysis, Lines Of Credit, Cross Selling, Deposits, Branch Management, Commercial Banking, Commercial Lending, Financial Services, Mortgage Banking, Home Equity Lines of..., Branch Banking, Financial Risk, Cash Management, Project Management, Private Banking, Relationship Management, Credit Risk, Refinance, Bank Secrecy Act, Underwriting, Treasury Management, Treasury Services, Credit Cards, Residential Mortgages, Portfolio Management, Commercial Mortgages
Education
University of North Texas 1999 — 2003
Radio Television & Film, Film Criticism and Writing for Media
The University of Texas at Austin 1998 — 1999
Undergraduate Coursework, Radio, Television, Film
BOK Financial March 2015 - Present
Bank of Texas - BOK Financial December 2012 - February 2015
Bank of Texas - BOK Financial January 2009 - December 2012
Bank of Texas - BOK Financial December 2003 - January 2009
Bank United of Texas / Washington Mutual July 1997 - April 2003
Skills
Consumer Lending, Loans, Credit, Retail Banking, Risk Management, Banking, Small Business Lending, Mortgage Lending, Human Resources, Loan Origination, Credit Analysis, Lines Of Credit, Cross Selling, Deposits, Branch Management, Commercial Banking, Commercial Lending, Financial Services, Mortgage Banking, Home Equity Lines of..., Branch Banking, Financial Risk, Cash Management, Project Management, Private Banking, Relationship Management, Credit Risk, Refinance, Bank Secrecy Act, Underwriting, Treasury Management, Treasury Services, Credit Cards, Residential Mortgages, Portfolio Management, Commercial Mortgages
Education
University of North Texas 1999 — 2003
Radio Television & Film, Film Criticism and Writing for Media
The University of Texas at Austin 1998 — 1999
Undergraduate Coursework, Radio, Television, Film
Chris Rooker's BOK Financial Experience March 2002 - Present
Job Fiduciary Executive
Industry Financial Services
Experience
BOK Financial March 2002 - Present
Skills
Wealth Management, Banking
Education
University of Oklahoma - Price College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Southern Methodist University Dedman School of Law 1988 — 1991
Doctor of Law (J.D.), Investments and Securities
Washington and Lee University 1984 — 1988
Bachelor of Arts (B.A.), American History (United States)
BOK Financial March 2002 - Present
Skills
Wealth Management, Banking
Education
University of Oklahoma - Price College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Southern Methodist University Dedman School of Law 1988 — 1991
Doctor of Law (J.D.), Investments and Securities
Washington and Lee University 1984 — 1988
Bachelor of Arts (B.A.), American History (United States)
Timothy Carver's BOK Financial Experience December 2013 - Present
Job Senior Business Resiliency Coordinator at BOK Financial
Industry Financial Services
Experience
BOK Financial December 2013 - Present
BOK Financial September 2007 - December 2013
BOK Financial March 2005 - September 2007
Delinea Corporation May 2000 - February 2005
Koch Gateway Pipeline April 1997 - May 2000
Amoco Production Company June 1995 - April 1997
Education
Oklahoma State University 1992 — 1995
University of Notre Dame 1990 — 1992
BOK Financial December 2013 - Present
BOK Financial September 2007 - December 2013
BOK Financial March 2005 - September 2007
Delinea Corporation May 2000 - February 2005
Koch Gateway Pipeline April 1997 - May 2000
Amoco Production Company June 1995 - April 1997
Education
Oklahoma State University 1992 — 1995
University of Notre Dame 1990 — 1992
Phillip Wiest's BOK Financial Experience November 2012 - Present
Job VP, Relationship Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2012 - Present
JPMorgan February 2007 - November 2012
Merrill Lynch 1999 - 2007
GMAC-RFC 1996 - 1999
Skills
401k, Defined Benefit, Retirement Plan..., Investments, Retirement, ERISA, Mutual Funds, Pensions, Retirement Planning, IRAs, Profit Sharing, Employee Benefits, Defined Contribution, Risk Management, Mergers, Asset Allocation, Securities, FINRA, Relationship Management
Education
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Communications / Media Theory & Research
BOK Financial November 2012 - Present
JPMorgan February 2007 - November 2012
Merrill Lynch 1999 - 2007
GMAC-RFC 1996 - 1999
Skills
401k, Defined Benefit, Retirement Plan..., Investments, Retirement, ERISA, Mutual Funds, Pensions, Retirement Planning, IRAs, Profit Sharing, Employee Benefits, Defined Contribution, Risk Management, Mergers, Asset Allocation, Securities, FINRA, Relationship Management
Education
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Communications / Media Theory & Research
Rex Northen's BOK Financial Experience April 2006 - April 2007
Job SVP and GM Elastic at Elevate
Industry Financial Services
Experience
Elevate October 2014 - Present
MoneyGram International January 2013 - October 2014
MoneyGram International April 2007 - January 2013
BOK Financial April 2006 - April 2007
GE Money September 2001 - April 2006
InnoVentry 1997 - 2001
Skills
Account Management, Negotiation, Marketing, Analysis, Financial Services, Product Development, Pricing, Retail, Banking, Strategic Planning, Team Building, Business Strategy, Mergers & Acquisitions, Sales, Strategy, New Business Development, Sales Management, Competitive Analysis, CRM, Leadership, Business Development, Debit Cards, Strategic Partnerships, Forecasting, Management, Product Management, Business Analysis, Cross-functional Team..., Electronic Payments, Payments, Process Improvement
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Elevate October 2014 - Present
MoneyGram International January 2013 - October 2014
MoneyGram International April 2007 - January 2013
BOK Financial April 2006 - April 2007
GE Money September 2001 - April 2006
InnoVentry 1997 - 2001
Skills
Account Management, Negotiation, Marketing, Analysis, Financial Services, Product Development, Pricing, Retail, Banking, Strategic Planning, Team Building, Business Strategy, Mergers & Acquisitions, Sales, Strategy, New Business Development, Sales Management, Competitive Analysis, CRM, Leadership, Business Development, Debit Cards, Strategic Partnerships, Forecasting, Management, Product Management, Business Analysis, Cross-functional Team..., Electronic Payments, Payments, Process Improvement
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Carney's BOK Financial Experience 2002 - 2004
Job Chief Investment Officer at Bridgecreek Investment Management
Industry Investment Management
Experience
Bridgecreek Investment Management September 2004 - Present
BOK Financial 2002 - 2004
JP Morgan 1998 - 2002
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Financial Analysis, Investment Management, Fixed Income, Valuation, Equities, Retirement Planning, Financial Modeling, Analysis, Investment Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1996 — 1998
MBA, Finance
William Jewell College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Oxford University 1994 — 1995
Study abroad, European Economics, CS Lewis
Stillwater High 1988 — 1992
Bridgecreek Investment Management September 2004 - Present
BOK Financial 2002 - 2004
JP Morgan 1998 - 2002
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Financial Analysis, Investment Management, Fixed Income, Valuation, Equities, Retirement Planning, Financial Modeling, Analysis, Investment Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1996 — 1998
MBA, Finance
William Jewell College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Oxford University 1994 — 1995
Study abroad, European Economics, CS Lewis
Stillwater High 1988 — 1992
Trent Marsh's BOK Financial Experience September 2001 - February 2013
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
sam chini's BOK Financial Experience June 2014 - Present
Job Director, Compliance Audit at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2014 - Present
JPMorgan Chase April 2012 - June 2014
Bank of America August 2004 - December 2011
Wells Fargo Corporation April 1999 - August 2004
Bank of America Corporation April 1986 - April 1999
Pannell Kerr Forster, Certified Public November 1984 - April 1986
Brown Cold, Certified Public November 1980 - November 1984
Skills
Market Risk, Financial Modeling, Credit, Financial Risk, Internal Controls, Risk Assessment
Education
San Jose State University
BS, Accounting
BOK Financial June 2014 - Present
JPMorgan Chase April 2012 - June 2014
Bank of America August 2004 - December 2011
Wells Fargo Corporation April 1999 - August 2004
Bank of America Corporation April 1986 - April 1999
Pannell Kerr Forster, Certified Public November 1984 - April 1986
Brown Cold, Certified Public November 1980 - November 1984
Skills
Market Risk, Financial Modeling, Credit, Financial Risk, Internal Controls, Risk Assessment
Education
San Jose State University
BS, Accounting
Eric Ernst's BOK Financial Experience November 2008 - Present
Job Portfolio Credit Quality Manager at BOK Financial
Industry Banking
Experience
BOK Financial November 2008 - Present
Bank of Texas June 2005 - November 2008
Bank of Texas February 2005 - June 2005
Bank of Texas January 2000 - February 2005
Washington Mutual July 1993 - December 1999
Skills
Accounting, Negotiation, Mortgage Underwriting, Sensitivity Analysis, Workout, Commercial Lending, Loans, Underwriting
Education
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance
BOK Financial November 2008 - Present
Bank of Texas June 2005 - November 2008
Bank of Texas February 2005 - June 2005
Bank of Texas January 2000 - February 2005
Washington Mutual July 1993 - December 1999
Skills
Accounting, Negotiation, Mortgage Underwriting, Sensitivity Analysis, Workout, Commercial Lending, Loans, Underwriting
Education
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance
Kelly Schmalhausen's BOK Financial Experience June 2014 - Present
Job Vice President at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
BOK Financial June 2014 - Present
Tri-Star Financial June 2013 - June 2014
KOS Consulting 2001 - 2014
Financial Services May 2012 - June 2013
City National Bank April 2011 - April 2012
Zions Bancorporation January 2005 - December 2010
Amegy Bank (acquired by Zions) 2002 - 2005
Bank United 1993 - 2001
Skills
Broker-Dealer, Investment Advisory, General Securities..., FINRA, Securities Regulation, Risk Assessment, Investment Advisor..., Compliance Program..., Regulatory Examinations, Compliance Testing, Risk Management, AML, Wealth Management, Investment Management, KYC, Risk Based Testing, Regulatory Policy, Mutual Funds, Internal & External..., Investments, Banking, Series 24, Enterprise Risk..., Series 7, Series 63, SEC, USA PATRIOT Act, OFAC, Bank Secrecy Act, Financial Regulation, Financial Advisory, Insurance, Series 65, Asset Management, Financial Services, Operational Risk..., Securities, Investment Company Act, Securities Exchange Act..., Investment Advisers Act, 1940 Act, Investment Compliance, Broker-Dealer Compliance, Compliance Officers, Compliance Oversight, Compliance Operations, Compliance Procedures, Compliance..., Compliance Monitoring, Compliance
Education
University of Houston 1984 — 1986
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1981 — 1984
Charity Leeson's BOK Financial Experience November 2004 - August 2009
Job Sr. Human Resource Consultant at BOK Financial
Industry Human Resources
Experience
BOK Financial November 2004 - August 2009
Target 2001 - 2004
Education
Texas Tech University - Rawls College of Business
BOK Financial November 2004 - August 2009
Target 2001 - 2004
Education
Texas Tech University - Rawls College of Business
Susie Brian's BOK Financial Experience February 2015 - Present
Job Customer Service Supervisor at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2015 - Present
Village on the Green October 2014 - January 2015
Cityscape Home Mortgage July 2014 - December 2014
Gateway Mortgage Group July 2012 - July 2014
Community Action Project January 2009 - May 2012
Tulsa Metropolitian Urban League January 2007 - January 2009
Skills
Residential Homes, Team Leadership, Foreclosures, Coaching, Customer Service, Strategic Planning, Fundraising, Team Building, Real Estate, Microsoft Excel, First Time Home Buyers, Training, Loans, Budgets, Project Management, Public Speaking, Recruiting, Banking, Account Management, Insurance
Education
Richland Community College
Accounting/Business
BOK Financial February 2015 - Present
Village on the Green October 2014 - January 2015
Cityscape Home Mortgage July 2014 - December 2014
Gateway Mortgage Group July 2012 - July 2014
Community Action Project January 2009 - May 2012
Tulsa Metropolitian Urban League January 2007 - January 2009
Skills
Residential Homes, Team Leadership, Foreclosures, Coaching, Customer Service, Strategic Planning, Fundraising, Team Building, Real Estate, Microsoft Excel, First Time Home Buyers, Training, Loans, Budgets, Project Management, Public Speaking, Recruiting, Banking, Account Management, Insurance
Education
Richland Community College
Accounting/Business
Tiffany Hemmert's BOK Financial Experience 2002 - Present
Job Vice President at Bank of OKlahoma
Industry Financial Services
Experience
Bank of OKlahoma July 2003 - Present
BOK Financial 2002 - Present
creative Labs 1999 - 2001
Skills
Financial Services, Business Analysis, Process Improvement, Commercial Banking, Retail Banking, Credit, Vendor Management, Risk Management, Banking, Loans, Treasury Services, Disaster Recovery, Mortgage Lending, Cash Management, Financial Risk, Leadership
Education
Oklahoma State University 1997 — 2001
Bachelors, Management Information Systems
Bank of OKlahoma July 2003 - Present
BOK Financial 2002 - Present
creative Labs 1999 - 2001
Skills
Financial Services, Business Analysis, Process Improvement, Commercial Banking, Retail Banking, Credit, Vendor Management, Risk Management, Banking, Loans, Treasury Services, Disaster Recovery, Mortgage Lending, Cash Management, Financial Risk, Leadership
Education
Oklahoma State University 1997 — 2001
Bachelors, Management Information Systems
Angela Harper's BOK Financial Experience 1997 - 1999
Job Executive Vice President Chief Risk Officer
Industry Banking
Experience
Veritex Community Bank December 2009 - Present
Colonial Bank 1999 - 2009
BOK Financial 1997 - 1999
Gateway National Bank 1995 - 1997
Office of the Comptroller of the Currency 1991 - 1995
Skills
Credit Analysis, Credit, Credit Risk, Commercial Banking, Banking, Underwriting, Risk Management, Loan Servicing, Financial Analysis, Financial Risk, Executive Management, Financial Reporting, Auditing, Finance, Leadership, AML, Financial Institutions, Due Diligence, Financial Services, Bank Secrecy Act
Education
Texas Tech University - Rawls College of Business 1989 — 1990
MBA
Texas Tech University - Rawls College of Business 1986 — 1989
BBA, Finance
Veritex Community Bank December 2009 - Present
Colonial Bank 1999 - 2009
BOK Financial 1997 - 1999
Gateway National Bank 1995 - 1997
Office of the Comptroller of the Currency 1991 - 1995
Skills
Credit Analysis, Credit, Credit Risk, Commercial Banking, Banking, Underwriting, Risk Management, Loan Servicing, Financial Analysis, Financial Risk, Executive Management, Financial Reporting, Auditing, Finance, Leadership, AML, Financial Institutions, Due Diligence, Financial Services, Bank Secrecy Act
Education
Texas Tech University - Rawls College of Business 1989 — 1990
MBA
Texas Tech University - Rawls College of Business 1986 — 1989
BBA, Finance
Deborah Easter's BOK Financial Experience January 2003 - May 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2015 - Present
Wells Fargo Advisors, LLC October 2013 - August 2015
BOK Financial January 2003 - May 2013
Dollar Thrifty Automotive Group May 2000 - November 2001
USAA January 1997 - August 1998
Skills
Risk Management, Finance, Securities, Financial Services, Financial Analysis, Investments, Leadership, Credit
Education
Our Lady of the Lake University 1991 — 1997
B.A., Liberal Studies
Our Lady of the Lake University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Advisors, LLC August 2015 - Present
Wells Fargo Advisors, LLC October 2013 - August 2015
BOK Financial January 2003 - May 2013
Dollar Thrifty Automotive Group May 2000 - November 2001
USAA January 1997 - August 1998
Skills
Risk Management, Finance, Securities, Financial Services, Financial Analysis, Investments, Leadership, Credit
Education
Our Lady of the Lake University 1991 — 1997
B.A., Liberal Studies
Our Lady of the Lake University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Jason Krieger's BOK Financial Experience August 2011 - Present
Job Information Security
Industry Financial Services
Experience
BOK Financial August 2011 - Present
Williams Energy June 2010 - July 2010
Level 3 Communications January 2006 - June 2010
Level 3 Communications January 2000 - June 2010
Wiltel January 2000 - January 2006
Primus January 1999 - January 2000
Primus Communications January 1997 - January 2000
Primus Telecommunications India Ltd July 1997 - November 1999
Primus January 1997 - January 1999
Combined Insurance Company January 1996 - January 1997
Skills
Business Continuity, Vendor Management, Security, Telecommunications, Networking, Integration, Software Documentation, VoIP
Education
Truman State University 1991 — 1993
none, journalism
BOK Financial August 2011 - Present
Williams Energy June 2010 - July 2010
Level 3 Communications January 2006 - June 2010
Level 3 Communications January 2000 - June 2010
Wiltel January 2000 - January 2006
Primus January 1999 - January 2000
Primus Communications January 1997 - January 2000
Primus Telecommunications India Ltd July 1997 - November 1999
Primus January 1997 - January 1999
Combined Insurance Company January 1996 - January 1997
Skills
Business Continuity, Vendor Management, Security, Telecommunications, Networking, Integration, Software Documentation, VoIP
Education
Truman State University 1991 — 1993
none, journalism
Ryan Liner's BOK Financial Experience September 2012 - August 2014
Job Manager, Compliance Global Data Analytics
Industry Banking
Experience
MoneyGram International March 2015 - Present
Nationstar Mortgage August 2014 - March 2015
BOK Financial September 2012 - August 2014
Wells Fargo September 2011 - September 2012
JPMorgan Chase February 2011 - September 2011
Connect Insurance May 2009 - February 2011
Altair Global Relocation February 2008 - February 2009
Skills
Relocation, Payroll, Real Estate, Customer Service, Word, Mortgage Underwriting, Managerial, Team Building, Team Leadership, Team Management, Training & Development, Financial Reporting, Mortgage, Public Speaking, Organizational..., Underwriting, Loan Modifications, Staff Supervision, Staff Management, Excel, Entrepreneur, Decision Making, Financial Analysis, Data Analysis, Mortgage Lending, Account Management, Management, Microsoft Excel, Training, Microsoft Word, Entrepreneurship, Employee Training, Analysis, Loans, Loan Origination, Finance, Mortgage Banking, Project Management, Risk Management, Credit Analysis, Strategic Planning, Credit Risk, Strategic Financial..., Strategy, Credit, Banking, Leadership, Forecasting, Risk Assessment, Business Development
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
MoneyGram International March 2015 - Present
Nationstar Mortgage August 2014 - March 2015
BOK Financial September 2012 - August 2014
Wells Fargo September 2011 - September 2012
JPMorgan Chase February 2011 - September 2011
Connect Insurance May 2009 - February 2011
Altair Global Relocation February 2008 - February 2009
Skills
Relocation, Payroll, Real Estate, Customer Service, Word, Mortgage Underwriting, Managerial, Team Building, Team Leadership, Team Management, Training & Development, Financial Reporting, Mortgage, Public Speaking, Organizational..., Underwriting, Loan Modifications, Staff Supervision, Staff Management, Excel, Entrepreneur, Decision Making, Financial Analysis, Data Analysis, Mortgage Lending, Account Management, Management, Microsoft Excel, Training, Microsoft Word, Entrepreneurship, Employee Training, Analysis, Loans, Loan Origination, Finance, Mortgage Banking, Project Management, Risk Management, Credit Analysis, Strategic Planning, Credit Risk, Strategic Financial..., Strategy, Credit, Banking, Leadership, Forecasting, Risk Assessment, Business Development
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Gilbert Gerst's BOK Financial Experience June 2011 - Present
Job Senior Vice President, BOK Financial
Industry Financial Services
Experience
BOK Financial June 2011 - Present
JPMorgan Chase January 1986 - June 2011
Skills
Loans, Finance, Equities, Investments, Non-profits, Community Development, LIHTC, Commercial Banking, Treasury Management, Credit, Banking, Mortgage Lending, Underwriting, Portfolio Management, Financial Modeling, Real Estate, Mutual Funds, Affordable Housing, Nonprofits, Due Diligence
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (MS), Real Estate
University of North Texas 1981 — 1985
BS, Accounting
BOK Financial June 2011 - Present
JPMorgan Chase January 1986 - June 2011
Skills
Loans, Finance, Equities, Investments, Non-profits, Community Development, LIHTC, Commercial Banking, Treasury Management, Credit, Banking, Mortgage Lending, Underwriting, Portfolio Management, Financial Modeling, Real Estate, Mutual Funds, Affordable Housing, Nonprofits, Due Diligence
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (MS), Real Estate
University of North Texas 1981 — 1985
BS, Accounting
Elizabeth Kelamis's BOK Financial Experience July 2009 - May 2011
Job Manager of Financial Reporting at Seminole Energy Services
Industry Accounting
Experience
Continuum Energy May 2011 - Present
BOK Financial July 2009 - May 2011
Grant Thornton December 2005 - July 2009
KPMG August 2004 - November 2005
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Due Diligence, CPA, Risk Management, Financial Statements, SEC filings, GAAP, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Tax, Corporate Tax, General Ledger, Internal Audit
Education
The University of Kansas 2003 — 2004
Masters, Accounting and Information Systems
The University of Kansas 1998 — 2002
BS, Accounting
The University of Kansas 1998 — 2002
BA, Spanish
Continuum Energy May 2011 - Present
BOK Financial July 2009 - May 2011
Grant Thornton December 2005 - July 2009
KPMG August 2004 - November 2005
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Due Diligence, CPA, Risk Management, Financial Statements, SEC filings, GAAP, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Tax, Corporate Tax, General Ledger, Internal Audit
Education
The University of Kansas 2003 — 2004
Masters, Accounting and Information Systems
The University of Kansas 1998 — 2002
BS, Accounting
The University of Kansas 1998 — 2002
BA, Spanish
Rhonda DeLuca's BOK Financial Experience June 2015 - Present
Job VP, Correspondent Underwriting Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2015 - Present
Fannie Mae June 2013 - May 2015
BOK Financial January 2012 - June 2013
Fannie Mae September 2008 - December 2011
National City Mortgage March 2001 - September 2008
AccuBanc Mortgage/National City Mortgage 1997 - 2001
Norwest Mortgage April 1994 - October 1997
Skills
Underwriting, Mortgage Banking, Mortgage Lending, Business Development, Loans, Training, FHA, Finance, Executive Management, Financial Risk, Management, Risk Management, Mortgage Underwriting, Credit, Loan Origination, Loss Mitigation, Residential Mortgages, Refinance, USDA, Portfolio Management, Mortgage Servicing, Credit Analysis, FHA financing, VA loans, Loan Servicing, Credit Risk, Government Loans, Consumer Lending, Construction Loans, Banking, Home Equity Loans, Default, Commercial Mortgages, Reverse Mortgages, Commercial Lending, Financial Services, Real Estate Economics, Funding, Real Estate Financing, Mortgage Marketing, Wholesale Lending, Rates, Non-Conforming, Financial Structuring, Small Business Lending, Certified Mortgage..., Appraisals, Home Equity, Operational Risk, Relationship Management
Education
Salem State College
BOK Financial June 2015 - Present
Fannie Mae June 2013 - May 2015
BOK Financial January 2012 - June 2013
Fannie Mae September 2008 - December 2011
National City Mortgage March 2001 - September 2008
AccuBanc Mortgage/National City Mortgage 1997 - 2001
Norwest Mortgage April 1994 - October 1997
Skills
Underwriting, Mortgage Banking, Mortgage Lending, Business Development, Loans, Training, FHA, Finance, Executive Management, Financial Risk, Management, Risk Management, Mortgage Underwriting, Credit, Loan Origination, Loss Mitigation, Residential Mortgages, Refinance, USDA, Portfolio Management, Mortgage Servicing, Credit Analysis, FHA financing, VA loans, Loan Servicing, Credit Risk, Government Loans, Consumer Lending, Construction Loans, Banking, Home Equity Loans, Default, Commercial Mortgages, Reverse Mortgages, Commercial Lending, Financial Services, Real Estate Economics, Funding, Real Estate Financing, Mortgage Marketing, Wholesale Lending, Rates, Non-Conforming, Financial Structuring, Small Business Lending, Certified Mortgage..., Appraisals, Home Equity, Operational Risk, Relationship Management
Education
Salem State College
Dan Easley's BOK Financial Experience December 2008 - Present
Job EVP, Director Commercial Real Estate
Industry Banking
Experience
BOK Financial December 2008 - Present
Washington Mutual - Commercial Real Estate Lending 2004 - 2008
Wells Fargo Bank 1996 - 2003
Bank One - Dallas 1993 - 1996
GE Capital 1986 - 1993
Electronic Data Systems - Dallas 1984 - 1985
Education
The University of Dallas 1987 — 1989
MBA, Management
Texas A&M University - Mays Business School 1980 — 1984
BBA, Finance
BOK Financial December 2008 - Present
Washington Mutual - Commercial Real Estate Lending 2004 - 2008
Wells Fargo Bank 1996 - 2003
Bank One - Dallas 1993 - 1996
GE Capital 1986 - 1993
Electronic Data Systems - Dallas 1984 - 1985
Education
The University of Dallas 1987 — 1989
MBA, Management
Texas A&M University - Mays Business School 1980 — 1984
BBA, Finance
Bryan Carter, CFA's BOK Financial Experience March 2010 - Present
Job Senior Vice President at BOK Financial
Industry Banking
Experience
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
Elijah Lavicky's BOK Financial Experience May 2008 - August 2008
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2010 - Present
BOK Financial May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Investments, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Accounting and Finance
University of Oklahoma 2006 — 2009
BBA, Finance
Enid High School 2003 — 2006
Jefferies LLC August 2010 - Present
BOK Financial May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Investment Banking, Financial Modeling, Valuation, Capital Markets, Investments, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, Accounting and Finance
University of Oklahoma 2006 — 2009
BBA, Finance
Enid High School 2003 — 2006
Brandi Doty's BOK Financial Experience July 2013 - December 2013
Job (CRCM) Chief Compliance Officer RCB Bank
Industry Banking
Experience
RCB Bank October 2014 - Present
Arvest Bank December 2013 - October 2014
BOK Financial July 2013 - December 2013
BOK Financial March 2013 - July 2013
BOK Financial March 2012 - April 2013
BOK Financial 2011 - 2012
BOK Financial 2006 - 2011
First National Bank of Oklahoma April 2004 - September 2006
Central National Bank and Trust Company May 2003 - April 2004
Central National Bank and Trust Company January 1997 - May 2003
Skills
Operational Risk..., Consumer Lending, Mortgage Banking, Finance, Credit Analysis, Retail Banking, Mortgage Lending, Risk Management, Loans, Credit, Banking, Compliance
Education
Southwestern College 2004 — 2006
Business Administration and Management, General
RCB Bank October 2014 - Present
Arvest Bank December 2013 - October 2014
BOK Financial July 2013 - December 2013
BOK Financial March 2013 - July 2013
BOK Financial March 2012 - April 2013
BOK Financial 2011 - 2012
BOK Financial 2006 - 2011
First National Bank of Oklahoma April 2004 - September 2006
Central National Bank and Trust Company May 2003 - April 2004
Central National Bank and Trust Company January 1997 - May 2003
Skills
Operational Risk..., Consumer Lending, Mortgage Banking, Finance, Credit Analysis, Retail Banking, Mortgage Lending, Risk Management, Loans, Credit, Banking, Compliance
Education
Southwestern College 2004 — 2006
Business Administration and Management, General
Tom Vincent's BOK Financial Experience March 2013 - May 2013
Job Banking, Compliance and Data Security/Privacy Attorney at GableGotwals
Industry Financial Services
Experience
GableGotwals June 2014 - Present
Rampart Compliance Consulting, LLC April 2014 - May 2014
The F&M Bank & Trust Company June 2013 - March 2014
BOK Financial March 2013 - May 2013
BOK Financial February 2009 - March 2013
BOK Financial July 2005 - February 2009
BOK Financial July 2000 - July 2005
Skills
Banking, Bank Secrecy Act, Risk Assessment, Risk Management, Microsoft Office, Microsoft Excel, Contract Negotiation, Anti Money Laundering, Marketing, Strategic Planning, Public Speaking, Negotiation, Financial Analysis, Research, Nonprofits, Compliance Training, Legal Compliance, Regulatory Analysis, Budgets, Consumer Compliance, Trust and Fiduciary..., Banking Compliance, Investment Advisor..., Compliance Program..., Privacy Compliance, Incentive Programs, Compliance Research, Compliance Regulations, Compliance Reviews, Community Banks, HIPAA, Broker-Dealer Compliance, Mortgage Compliance, Data Security, Data Privacy, Privacy Law, Loans, Wealth Management, Corporate Governance, Securities, Internal Audit, Finance, Credit, Analysis, Management, Financial Services
Education
Washington and Lee University School of Law 1991 — 1994
Doctor of Law (J.D.), Law
Southern Methodist University 1987 — 1991
Bachelor of Science (BS), Political Science and Government
GableGotwals June 2014 - Present
Rampart Compliance Consulting, LLC April 2014 - May 2014
The F&M Bank & Trust Company June 2013 - March 2014
BOK Financial March 2013 - May 2013
BOK Financial February 2009 - March 2013
BOK Financial July 2005 - February 2009
BOK Financial July 2000 - July 2005
Skills
Banking, Bank Secrecy Act, Risk Assessment, Risk Management, Microsoft Office, Microsoft Excel, Contract Negotiation, Anti Money Laundering, Marketing, Strategic Planning, Public Speaking, Negotiation, Financial Analysis, Research, Nonprofits, Compliance Training, Legal Compliance, Regulatory Analysis, Budgets, Consumer Compliance, Trust and Fiduciary..., Banking Compliance, Investment Advisor..., Compliance Program..., Privacy Compliance, Incentive Programs, Compliance Research, Compliance Regulations, Compliance Reviews, Community Banks, HIPAA, Broker-Dealer Compliance, Mortgage Compliance, Data Security, Data Privacy, Privacy Law, Loans, Wealth Management, Corporate Governance, Securities, Internal Audit, Finance, Credit, Analysis, Management, Financial Services
Education
Washington and Lee University School of Law 1991 — 1994
Doctor of Law (J.D.), Law
Southern Methodist University 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Kurt Holmes's BOK Financial Experience February 2015 - Present
Job Vice President, Alternative Investments at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2015 - Present
Helian Energy February 2010 - February 2015
Quentin Capital Management, LLC August 2007 - January 2010
Polar Capital Partners August 2005 - January 2007
Ecofin February 2004 - July 2005
Tiedemann Investment Group December 2002 - December 2003
Jemmco Capital February 2001 - August 2002
Angelo, Gordon & Co. June 2000 - January 2001
Morgan Stanley July 1995 - June 2000
Oakes, Fitzwilliams & Co. June 1990 - December 1994
Skills
Private Equity, Investments, Venture Capital, Energy, Finance, Alternative Investments, Natural Gas, Financial Modeling, Asset Managment, Equities, Trading, Valuation, Photovoltaics, Due Diligence, Portfolio Management, Project Finance, Capital Markets, Renewable Energy, Financial Analysis, Emerging Markets, Asset Management, Cleantech, Strategy, Equity Research, Commodity, Mergers & Acquisitions
Education
Oxford University 1988 — 1990
MPhil, Finance
University of Utah 1978 — 1982
MS, Geology
Southern Methodist University 1973 — 1978
B.S. and B.A., Geology, chemistry and philosophy
BOK Financial February 2015 - Present
Helian Energy February 2010 - February 2015
Quentin Capital Management, LLC August 2007 - January 2010
Polar Capital Partners August 2005 - January 2007
Ecofin February 2004 - July 2005
Tiedemann Investment Group December 2002 - December 2003
Jemmco Capital February 2001 - August 2002
Angelo, Gordon & Co. June 2000 - January 2001
Morgan Stanley July 1995 - June 2000
Oakes, Fitzwilliams & Co. June 1990 - December 1994
Skills
Private Equity, Investments, Venture Capital, Energy, Finance, Alternative Investments, Natural Gas, Financial Modeling, Asset Managment, Equities, Trading, Valuation, Photovoltaics, Due Diligence, Portfolio Management, Project Finance, Capital Markets, Renewable Energy, Financial Analysis, Emerging Markets, Asset Management, Cleantech, Strategy, Equity Research, Commodity, Mergers & Acquisitions
Education
Oxford University 1988 — 1990
MPhil, Finance
University of Utah 1978 — 1982
MS, Geology
Southern Methodist University 1973 — 1978
B.S. and B.A., Geology, chemistry and philosophy
Chris Lowell's BOK Financial Experience December 2009 - Present
Job Vice President Regional Manager Client Advisors at BOK Financial
Industry Financial Services
Experience
BOK Financial December 2009 - Present
Education
University of Kansas 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
BOK Financial December 2009 - Present
Education
University of Kansas 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Robert Cripe's BOK Financial Experience February 2014 - Present
Job SVP, Regional Manager, Institutional Investments at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2014 - Present
BOK Financial February 2007 - January 2014
CNBS, LLC May 2003 - January 2007
Citigroup Capital Strategies February 1997 - April 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
Rockhurst University 1987 — 1991
Bachelor's Degree, Finance Economics, Magna Cum Laude
BOK Financial February 2014 - Present
BOK Financial February 2007 - January 2014
CNBS, LLC May 2003 - January 2007
Citigroup Capital Strategies February 1997 - April 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
Rockhurst University 1987 — 1991
Bachelor's Degree, Finance Economics, Magna Cum Laude
Clarence V. Boyd, III's BOK Financial Experience January 2015 - Present
Job Community Development Banking Officer at BOK Financial
Industry Banking
Experience
BOK Financial January 2015 - Present
Bank of Oklahoma June 2012 - Present
Boyd COALESCENCE, Coalescent CREATIVE January 2010 - Present
In The Raw Sushi Bar November 2002 - June 2012
Selser Schaefer Architects June 2009 - July 2011
Skills
Commercial Real Estate, Commercial Banking, Financial Analysis, Credit Analysis, Underwriting, Graphic Design, Construction Management, Investment Strategies, Investment Properties, Business Development, Brand Management, Sales, Loans
Education
University of Oklahoma 2007 — 2009
Masters of Science, Architecture
University of Oklahoma 2005 — 2007
Bachelor of Science, Environmental Design in Architecture
Oral Roberts University 2000 — 2004
Bachelor of Science, Business Administration (Finance and Management)
BOK Financial January 2015 - Present
Bank of Oklahoma June 2012 - Present
Boyd COALESCENCE, Coalescent CREATIVE January 2010 - Present
In The Raw Sushi Bar November 2002 - June 2012
Selser Schaefer Architects June 2009 - July 2011
Skills
Commercial Real Estate, Commercial Banking, Financial Analysis, Credit Analysis, Underwriting, Graphic Design, Construction Management, Investment Strategies, Investment Properties, Business Development, Brand Management, Sales, Loans
Education
University of Oklahoma 2007 — 2009
Masters of Science, Architecture
University of Oklahoma 2005 — 2007
Bachelor of Science, Environmental Design in Architecture
Oral Roberts University 2000 — 2004
Bachelor of Science, Business Administration (Finance and Management)
Rebecca Roberie's BOK Financial Experience May 2011 - Present
Job Institutional Strategy Manager and Senior Vice President at Bank of Texas
Industry Financial Services
Experience
BOK Financial May 2011 - Present
BOK Financial / Bank of Texas May 2004 - May 2011
State Street March 2003 - March 2004
Deutsche Bank January 1998 - March 2003
Bank of America January 1993 - December 1997
Deloitte & Touche November 1988 - December 1992
Lone Star Life Insurance Company June 1985 - November 1988
Skills
Banking, Investment Advisory, Relationship Management, New Business Development, Wealth Management, Investments, Employee Benefits, Investment Management, Financial Analysis, Financial Services, Portfolio Management, Alternative Investments, Asset Managment, Pensions
Education
The University of Texas at Austin 1981 — 1985
BBA, Finance with a concentration in Actuarial Science
The University of Texas at Austin 1981 — 1985
BA, French
BOK Financial May 2011 - Present
BOK Financial / Bank of Texas May 2004 - May 2011
State Street March 2003 - March 2004
Deutsche Bank January 1998 - March 2003
Bank of America January 1993 - December 1997
Deloitte & Touche November 1988 - December 1992
Lone Star Life Insurance Company June 1985 - November 1988
Skills
Banking, Investment Advisory, Relationship Management, New Business Development, Wealth Management, Investments, Employee Benefits, Investment Management, Financial Analysis, Financial Services, Portfolio Management, Alternative Investments, Asset Managment, Pensions
Education
The University of Texas at Austin 1981 — 1985
BBA, Finance with a concentration in Actuarial Science
The University of Texas at Austin 1981 — 1985
BA, French
Sean McKee's BOK Financial Experience May 2011 - November 2012
Job Mortgage Loan Originator at RCB Bank
Industry Banking
Experience
RCB Bank January 2013 - Present
BOK Financial May 2011 - November 2012
Bank of Albuquerque April 2010 - May 2011
Charter Bank June 2009 - April 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Risk Management, Residential Mortgages, Finance, Strategic Planning, VA, Rural Development, Business Development, Building Relationships, Non-profit Volunteer, Credit Analysis, Fannie Mae
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2011
Financing and Business
Yavapai College 2003 — 2004
AA, Accounting
RCB Bank January 2013 - Present
BOK Financial May 2011 - November 2012
Bank of Albuquerque April 2010 - May 2011
Charter Bank June 2009 - April 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Risk Management, Residential Mortgages, Finance, Strategic Planning, VA, Rural Development, Business Development, Building Relationships, Non-profit Volunteer, Credit Analysis, Fannie Mae
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2011
Financing and Business
Yavapai College 2003 — 2004
AA, Accounting
Kyle Hartman's BOK Financial Experience June 2013 - Present
Job Commercial Banking Trainee, Accelerated Career Track at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2013 - Present
Federal Reserve Bank of Kansas City June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Access
Education
Rockhurst University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Economics & Accounting
BOK Financial June 2013 - Present
Federal Reserve Bank of Kansas City June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Financial Analysis, Access
Education
Rockhurst University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance / Economics & Accounting
Larry Wagner's BOK Financial Experience 1998 - 2011
Job Retired Human Resource Director at BOK Financial
Industry Banking
Experience
BOK Financial 1998 - 2011
Flemimg Companies 1976 - 1998
Education
Stanford University
Executive Management Program
Stephen F. Austin State University
Spring Branch High School
BOK Financial 1998 - 2011
Flemimg Companies 1976 - 1998
Education
Stanford University
Executive Management Program
Stephen F. Austin State University
Spring Branch High School
Stacey (Schilling) Morrison's BOK Financial Experience May 2002 - November 2006
Job BSA/AML and Compliance Professional
Industry Banking
Experience
Discover Financial Services April 2015 - Present
Commerce Bank of Arizona November 2013 - December 2014
Sunrise Bank of Arizona November 2006 - September 2013
BOK Financial May 2002 - November 2006
Vectra Bank Colorado June 1997 - April 2002
Skills
Bank Secrecy Act, Banking, Commercial Banking, Retail Banking, Small Business Lending, Financial Risk, Commercial Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Credit Risk, Anti Money Laundering, Training, Bank Safety and Security, Risk Management, Credit, Loans, Portfolio Management, Financial Analysis, Loan Origination, Underwriting, Customer Service, Commercial Mortgages, Finance, Management
Education
Center for Financial Training 2001 — 2002
Compliance and Advanced Regulatory Compliance, Regulatory Compliance and Bank Secrecy Act, Certificate
Unversity of Southern Colorado, nka Colorado State University, Pueblo 1987 — 1989
Psychology/Education
Pueblo Community College 1986 — 1987
Speech Communications
Discover Financial Services April 2015 - Present
Commerce Bank of Arizona November 2013 - December 2014
Sunrise Bank of Arizona November 2006 - September 2013
BOK Financial May 2002 - November 2006
Vectra Bank Colorado June 1997 - April 2002
Skills
Bank Secrecy Act, Banking, Commercial Banking, Retail Banking, Small Business Lending, Financial Risk, Commercial Lending, Credit Analysis, Mortgage Lending, Consumer Lending, Credit Risk, Anti Money Laundering, Training, Bank Safety and Security, Risk Management, Credit, Loans, Portfolio Management, Financial Analysis, Loan Origination, Underwriting, Customer Service, Commercial Mortgages, Finance, Management
Education
Center for Financial Training 2001 — 2002
Compliance and Advanced Regulatory Compliance, Regulatory Compliance and Bank Secrecy Act, Certificate
Unversity of Southern Colorado, nka Colorado State University, Pueblo 1987 — 1989
Psychology/Education
Pueblo Community College 1986 — 1987
Speech Communications
Daniel Brodie's BOK Financial Experience 1999 - 2008
Job Worship Pastor at Welcome All Baptist Church
Industry Events Services
Experience
TD March 2015 - Present
Welcome Baptist Church 2014 - Present
BOK Financial 1999 - 2008
Skills
Leadership, Financial Analysis, Banking, Risk Management, Finance, Accounting, Financial Risk, Financial Reporting, Financial Services, Internal Audit, IT Audit
Education
Rogers State University
Bachelor of Science (B.S.), Business information Technology
TD March 2015 - Present
Welcome Baptist Church 2014 - Present
BOK Financial 1999 - 2008
Skills
Leadership, Financial Analysis, Banking, Risk Management, Finance, Accounting, Financial Risk, Financial Reporting, Financial Services, Internal Audit, IT Audit
Education
Rogers State University
Bachelor of Science (B.S.), Business information Technology
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank