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,
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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
Grace Sorenson Grace Sorenson's BOK Financial Experience November 2014 - Present
Job Credit Analyst at BOK Financial
Industry Banking
Experience
BOK Financial November 2014 - Present
BOK Financial June 2014 - Present
BOK Financial May 2013 - August 2013
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Trinity Valley School 1997 — 2010
BOK Financial November 2014 - Present
BOK Financial June 2014 - Present
BOK Financial May 2013 - August 2013
Education
University of Alabama 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Trinity Valley School 1997 — 2010
Blu Bean Blu Bean's BOK Financial Experience July 2007 - Present
Job VP Help Desk and Datacenter at BOK Financial
Industry Information Services
Experience
BOK Financial July 2007 - Present
Dollar Thrifty Automotive Group 1999 - 2006
CFS March 1997 - August 1999
Skills
Vendor Management, Process Improvement, ITIL Process..., Business Process..., SharePoint, IT Management, Disaster Recovery, IT Strategy, Banking, Integration, Risk Management, Software Documentation, Data Center, SDLC, Visio, Project Portfolio..., Business Analysis, Help Desk Support, ITIL, Active Directory, Analysis, Business Continuity, Business Intelligence, Business Process, CRM, Call Centers, Change Management, Databases, Enterprise Architecture, Governance, IT Service Management, Incident Management, Information Technology, Leadership, MS Project, Management, PMO, PMP, Program Management, Project Delivery, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Security, Servers, Software Project..., System Administration, Team Leadership, Troubleshooting
Education
University of Oklahoma 1990 — 1992
Microbiology
Phillips University 1988 — 1990
Microbiology
BOK Financial July 2007 - Present
Dollar Thrifty Automotive Group 1999 - 2006
CFS March 1997 - August 1999
Skills
Vendor Management, Process Improvement, ITIL Process..., Business Process..., SharePoint, IT Management, Disaster Recovery, IT Strategy, Banking, Integration, Risk Management, Software Documentation, Data Center, SDLC, Visio, Project Portfolio..., Business Analysis, Help Desk Support, ITIL, Active Directory, Analysis, Business Continuity, Business Intelligence, Business Process, CRM, Call Centers, Change Management, Databases, Enterprise Architecture, Governance, IT Service Management, Incident Management, Information Technology, Leadership, MS Project, Management, PMO, PMP, Program Management, Project Delivery, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Security, Servers, Software Project..., System Administration, Team Leadership, Troubleshooting
Education
University of Oklahoma 1990 — 1992
Microbiology
Phillips University 1988 — 1990
Microbiology
Colton Hinds Colton Hinds's BOK Financial Experience October 2014 - March 2015
Job You must expect great things of yourself before you can do them. Michael Jordan
Industry Oil & Energy
Experience
Ruhrpumpen Global April 2015 - Present
BOK Financial October 2014 - March 2015
Bank of Oklahoma May 2013 - September 2014
Bank of Oklahoma November 2012 - April 2013
Skills
Merchandising, Visual Merchandising, Store Management, Loss Prevention, Cashiering, Customer Service, Inventory Management, Store Operations, Inventory Control, Planograms, Cash Register, Big Box, Microsoft Office, Microsoft Word, Assortment, Sales, CPFR, Time Management, Telephone Skills, Data Entry, Customer Experience, Profit, Employee Training, Leadership, Teamwork, Phone Etiquette, Outlook, Sales Operations, Team Building, Leadership Development, PowerPoint, Sales Management, Microsoft Excel, Human Resources, Employee Relations, Critical Thinking, Cold Calling, People Skills, Financial Statement..., Business Communications, Marketing, Performance Management, Filing, Public Speaking
Education
University of Oklahoma 2007 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Ruhrpumpen Global April 2015 - Present
BOK Financial October 2014 - March 2015
Bank of Oklahoma May 2013 - September 2014
Bank of Oklahoma November 2012 - April 2013
Skills
Merchandising, Visual Merchandising, Store Management, Loss Prevention, Cashiering, Customer Service, Inventory Management, Store Operations, Inventory Control, Planograms, Cash Register, Big Box, Microsoft Office, Microsoft Word, Assortment, Sales, CPFR, Time Management, Telephone Skills, Data Entry, Customer Experience, Profit, Employee Training, Leadership, Teamwork, Phone Etiquette, Outlook, Sales Operations, Team Building, Leadership Development, PowerPoint, Sales Management, Microsoft Excel, Human Resources, Employee Relations, Critical Thinking, Cold Calling, People Skills, Financial Statement..., Business Communications, Marketing, Performance Management, Filing, Public Speaking
Education
University of Oklahoma 2007 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Kory Owen Kory Owen's BOK Financial Experience January 2011 - April 2012
Job Implementation Coordinator II, AVP at Bank of Kansas City
Industry Banking
Experience
Bank of Kansas City November 2014 - Present
Bank of Kansas City April 2012 - November 2014
BOK Financial January 2011 - April 2012
BOK Financial June 2010 - January 2011
Warren Theatres August 2008 - February 2010
Liberty Mutual June 2009 - September 2009
Skills
Banking, Consumer Lending, Cross Selling, Loans, Management, Training, Analysis, Branch Management, Credit
Education
University of Oklahoma - Price College of Business 2005 — 2009
BBA, International Business, Management, Spanish
University of Hertfordshire 2008 — 2008
Bank of Kansas City November 2014 - Present
Bank of Kansas City April 2012 - November 2014
BOK Financial January 2011 - April 2012
BOK Financial June 2010 - January 2011
Warren Theatres August 2008 - February 2010
Liberty Mutual June 2009 - September 2009
Skills
Banking, Consumer Lending, Cross Selling, Loans, Management, Training, Analysis, Branch Management, Credit
Education
University of Oklahoma - Price College of Business 2005 — 2009
BBA, International Business, Management, Spanish
University of Hertfordshire 2008 — 2008
Noah Lewis's BOK Financial Experience September 2015 - Present
Job Global IT Disaster Recovery Analyst
Industry Oil & Energy
Experience
BOK Financial September 2015 - Present
ConocoPhillips December 2013 - September 2015
Regions Financial Corporation July 2013 - December 2013
Regions Financial Corporation January 2012 - July 2013
Regions Financial Corporation January 2010 - January 2012
Regions Financial Corporation May 2008 - January 2010
Skills
Banking, Internet Banking, Project Management, Risk Management, Retail Banking, Analysis, Business Analysis, Leadership, Strategic Planning, Quality Assurance, Leadership Development, SharePoint, Social Media, Social Networking, Communication, Microsoft Office, Mainframe, Social Media Marketing, Systems Analysis, Mobile Banking, Treasury Management, Business Strategy, Risk Assessment, Technical Support, Timely Decision Making, Voyager, Subject Matter Experts, Consulting, 24x7 Production Support, Work in A Fast Paced..., Platform Integration, Disaster Recovery, Global Communications, E&P, Business Continuity, Livelink, Vendor Relationship..., Credit, Credit Cards, Management
Education
University of Alabama at Birmingham 2005 — 2010
BA, Communication Management / Marketing
BOK Financial September 2015 - Present
ConocoPhillips December 2013 - September 2015
Regions Financial Corporation July 2013 - December 2013
Regions Financial Corporation January 2012 - July 2013
Regions Financial Corporation January 2010 - January 2012
Regions Financial Corporation May 2008 - January 2010
Skills
Banking, Internet Banking, Project Management, Risk Management, Retail Banking, Analysis, Business Analysis, Leadership, Strategic Planning, Quality Assurance, Leadership Development, SharePoint, Social Media, Social Networking, Communication, Microsoft Office, Mainframe, Social Media Marketing, Systems Analysis, Mobile Banking, Treasury Management, Business Strategy, Risk Assessment, Technical Support, Timely Decision Making, Voyager, Subject Matter Experts, Consulting, 24x7 Production Support, Work in A Fast Paced..., Platform Integration, Disaster Recovery, Global Communications, E&P, Business Continuity, Livelink, Vendor Relationship..., Credit, Credit Cards, Management
Education
University of Alabama at Birmingham 2005 — 2010
BA, Communication Management / Marketing
Ben Vu Ben Vu's BOK Financial Experience 2008 - 2010
Job
Industry Financial Services
Experience
TEKsystems - Devon Energy 2012 - 2012
Ciber 2010 - 2012
BOK Financial 2008 - 2010
Fidelity National Information Services - FIS Global - MIS - AFS 2002 - 2007
Skills
Process Improvement, Business Analysis, SharePoint, Project Management, Visio, Requirements Gathering, Management, Microsoft SQL Server, Team Building, Leadership Development, PMO, Program Management, IT Infrastructure..., Teacher Training, Financial Services, Financial Analysis, Requirements Analysis
Education
University of Oklahoma 1993 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
TEKsystems - Devon Energy 2012 - 2012
Ciber 2010 - 2012
BOK Financial 2008 - 2010
Fidelity National Information Services - FIS Global - MIS - AFS 2002 - 2007
Skills
Process Improvement, Business Analysis, SharePoint, Project Management, Visio, Requirements Gathering, Management, Microsoft SQL Server, Team Building, Leadership Development, PMO, Program Management, IT Infrastructure..., Teacher Training, Financial Services, Financial Analysis, Requirements Analysis
Education
University of Oklahoma 1993 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Lisa McLarty Lisa McLarty's BOK Financial Experience December 2014 - Present
Job VP, Corporate Community Relations Manager at BOK Financial
Industry Human Resources
Experience
BOK Financial December 2014 - Present
BOK Financial July 2010 - Present
BOK Financial July 2007 - August 2010
Red Bull , N.A. September 2006 - July 2007
Big Brothers Big Sisters April 2005 - September 2006
Skills
Recruiting, Employee Relations, Onboarding, Performance Management, Human Resources, College Recruiting, Leadership Development, Talent Acquisition, Succession Planning, Talent Management, Coaching, Process Improvement, Strategic Planning, Banking, Training, Organizational..., Employee Engagement, Leadership, Team Building, Conflict Resolution, Interviews, Marketing
Education
University of Oklahoma 2003 — 2005
M.H.R., Human Relations
University of Central Oklahoma 1999 — 2003
Bachelor of Science (B.S.), Sociology
BOK Financial December 2014 - Present
BOK Financial July 2010 - Present
BOK Financial July 2007 - August 2010
Red Bull , N.A. September 2006 - July 2007
Big Brothers Big Sisters April 2005 - September 2006
Skills
Recruiting, Employee Relations, Onboarding, Performance Management, Human Resources, College Recruiting, Leadership Development, Talent Acquisition, Succession Planning, Talent Management, Coaching, Process Improvement, Strategic Planning, Banking, Training, Organizational..., Employee Engagement, Leadership, Team Building, Conflict Resolution, Interviews, Marketing
Education
University of Oklahoma 2003 — 2005
M.H.R., Human Relations
University of Central Oklahoma 1999 — 2003
Bachelor of Science (B.S.), Sociology
Kimberlee Whiteman's BOK Financial Experience July 2014 - Present
Job BOK Financial: Wealth Management Onboarding & Development Specialist
Industry Banking
Experience
BOK Financial July 2014 - Present
JPMorgan Chase March 2008 - 2009
Bank of the West 2006 - March 2008
Commercial Federal Bank 1999 - 2007
Skills
Outlook, Microsoft Word, PowerPoint, Budgets, I have great people..., Microsoft Office, Microsoft Excel, Customer Service, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Series 6 and 63...
Education
University of Oklahoma 2007 — 2015
Bachelor of Arts, Administrative Leadership, Junior
East Central High School 1992 — 1996
Diploma, 9-12
Tulsa Community College
Gen Ed, Gen Ed
BOK Financial July 2014 - Present
JPMorgan Chase March 2008 - 2009
Bank of the West 2006 - March 2008
Commercial Federal Bank 1999 - 2007
Skills
Outlook, Microsoft Word, PowerPoint, Budgets, I have great people..., Microsoft Office, Microsoft Excel, Customer Service, English, Research, Windows, Teaching, Public Speaking, Strategic Planning, Series 6 and 63...
Education
University of Oklahoma 2007 — 2015
Bachelor of Arts, Administrative Leadership, Junior
East Central High School 1992 — 1996
Diploma, 9-12
Tulsa Community College
Gen Ed, Gen Ed
Heather Summers's BOK Financial Experience August 2009 - February 2012
Job Admin/Accounting at GH2 Architects, LLC
Industry Architecture & Planning
Experience
GH2 Architects, LLC February 2012 - Present
BOK Financial August 2009 - February 2012
Skills
Accounting, Microsoft Office, Financial Analysis, Budgets, Accounts Receivable, Account Reconciliation, QuickBooks, Banking, Administrative..., Invoicing, Bookkeeping, Office Management, Deposits, Accounts Payable
Education
Tulsa Community College
GH2 Architects, LLC February 2012 - Present
BOK Financial August 2009 - February 2012
Skills
Accounting, Microsoft Office, Financial Analysis, Budgets, Accounts Receivable, Account Reconciliation, QuickBooks, Banking, Administrative..., Invoicing, Bookkeeping, Office Management, Deposits, Accounts Payable
Education
Tulsa Community College
Deanna Radich, CRCM's BOK Financial Experience January 2014 - March 2014
Job Lending Compliance and Risk Management
Industry Banking
Experience
SunTrust September 2015 - Present
SunTrust Bank March 2014 - September 2015
BOK Financial January 2014 - March 2014
BOK Financial November 2010 - January 2014
BOK Financial June 2008 - November 2010
Old National Bank 2004 - 2008
Skills
Loans, Risk Management, Management, Auditing, Banking, Credit, Financial Risk, Financial Analysis, Investments, Commercial Banking, Risk Assessment, Finance, Mortgage Lending, Financial Reporting, Retail Banking, Bank Secrecy Act, Process Improvement, OFAC, Analysis, Accounting, Credit Analysis
Education
University of Southern Indiana 2001 — 2003
MBA, Business Administration
University of Evansville 1994 — 1998
BS, Accounting
SunTrust September 2015 - Present
SunTrust Bank March 2014 - September 2015
BOK Financial January 2014 - March 2014
BOK Financial November 2010 - January 2014
BOK Financial June 2008 - November 2010
Old National Bank 2004 - 2008
Skills
Loans, Risk Management, Management, Auditing, Banking, Credit, Financial Risk, Financial Analysis, Investments, Commercial Banking, Risk Assessment, Finance, Mortgage Lending, Financial Reporting, Retail Banking, Bank Secrecy Act, Process Improvement, OFAC, Analysis, Accounting, Credit Analysis
Education
University of Southern Indiana 2001 — 2003
MBA, Business Administration
University of Evansville 1994 — 1998
BS, Accounting
Lynn Lovat Lynn Lovat's BOK Financial Experience November 2013 - Present
Job VP Policy & Risk Assessment Officer at BOK Financial
Industry Banking
Experience
BOK Financial November 2013 - Present
Comerica Bank October 2007 - January 2013
Sterling Bank October 2007 - 2011
Amegy Bank 1999 - 2007
Bank United 1989 - 1999
Skills
Banking, Corporate Law, Banking Law, Financial Institutions, Retail Banking, Vendor Contracts, Federal & State..., Compliance Regulations, Compliance Research, AML, Leadership, Project Management
Education
University of Houston 1984 — 1988
BS/JD, Education/Law
BOK Financial November 2013 - Present
Comerica Bank October 2007 - January 2013
Sterling Bank October 2007 - 2011
Amegy Bank 1999 - 2007
Bank United 1989 - 1999
Skills
Banking, Corporate Law, Banking Law, Financial Institutions, Retail Banking, Vendor Contracts, Federal & State..., Compliance Regulations, Compliance Research, AML, Leadership, Project Management
Education
University of Houston 1984 — 1988
BS/JD, Education/Law
Rachel Dean's BOK Financial Experience July 2011 - November 2013
Job District Manager
Industry Consumer Goods
Experience
Arbonne International LLC April 2015 - Present
Stonebridge February 2014 - April 2015
BOK Financial July 2011 - November 2013
JPMorgan Chase January 2008 - July 2011
Skills
Oil/Gas, Social Media Marketing, Business Development, Event Planning, Banking, Credit, Consumer Lending, Loans, Customer Service, Risk Management, Mortgage Lending, Process Improvement, Retail Banking, Financial Analysis, Business Analysis, Financial Services, Compliance, Staff Development, Leadership Development, Team Building, Sales, Employee Training, Energy, Relationship Management, Leadership
Education
University of Oklahoma 1995 — 1999
Bachelors Degree, Business Management and Public Relations
Arbonne International LLC April 2015 - Present
Stonebridge February 2014 - April 2015
BOK Financial July 2011 - November 2013
JPMorgan Chase January 2008 - July 2011
Skills
Oil/Gas, Social Media Marketing, Business Development, Event Planning, Banking, Credit, Consumer Lending, Loans, Customer Service, Risk Management, Mortgage Lending, Process Improvement, Retail Banking, Financial Analysis, Business Analysis, Financial Services, Compliance, Staff Development, Leadership Development, Team Building, Sales, Employee Training, Energy, Relationship Management, Leadership
Education
University of Oklahoma 1995 — 1999
Bachelors Degree, Business Management and Public Relations
Christopher Morehead's BOK Financial Experience July 2012 - November 2012
Job Background Investigator at CACI
Industry Security and Investigations
Experience
CACI International Inc September 2014 - Present
St. Gregory's University October 2012 - Present
USIS, Inc November 2012 - September 2014
BOK Financial July 2012 - November 2012
BOK Financial January 2008 - August 2012
BOK Financial Corporation January 2006 - March 2007
Skills
Risk Assessment, Risk Management, Fraud, Banking, Analysis, Anti Money Laundering, Auditing, Financial Services, Investigation, Policy, Leadership, Private Investigations, Security
Education
University of Oklahoma
Master of Arts, Political Science - International Relations
CACI International Inc September 2014 - Present
St. Gregory's University October 2012 - Present
USIS, Inc November 2012 - September 2014
BOK Financial July 2012 - November 2012
BOK Financial January 2008 - August 2012
BOK Financial Corporation January 2006 - March 2007
Skills
Risk Assessment, Risk Management, Fraud, Banking, Analysis, Anti Money Laundering, Auditing, Financial Services, Investigation, Policy, Leadership, Private Investigations, Security
Education
University of Oklahoma
Master of Arts, Political Science - International Relations
Cheryl Cranford Cheryl Cranford's BOK Financial Experience 2013 - Present
Job SVP, Retirement Plan Services Manager Wealth Management Services at BOK Financial
Industry Banking
Experience
BOK Financial 2013 - Present
BOK Financial January 1999 - January 2013
ConocoPhillips January 1978 - January 1999
Skills
Training, Training Delivery, Development Of Employees, Human Resources, Employee Benefits, Benefits Administration, Supplier Negotiation, Employee Relations, Insurance, Employee Orientations, Public Speaking, Retirement Savings, Pre-employment Testing, Volunteering, Volunteer Recruiting, Procedure Development, Procedure Creation, Banking, Wealth Management, Vendor Management, Commercial Banking, Financial Services, Risk Management, Business Analysis, Analysis
Education
Shidler High School
University of Oklahoma
Bachelor of Arts, Administrative Leadership
BOK Financial 2013 - Present
BOK Financial January 1999 - January 2013
ConocoPhillips January 1978 - January 1999
Skills
Training, Training Delivery, Development Of Employees, Human Resources, Employee Benefits, Benefits Administration, Supplier Negotiation, Employee Relations, Insurance, Employee Orientations, Public Speaking, Retirement Savings, Pre-employment Testing, Volunteering, Volunteer Recruiting, Procedure Development, Procedure Creation, Banking, Wealth Management, Vendor Management, Commercial Banking, Financial Services, Risk Management, Business Analysis, Analysis
Education
Shidler High School
University of Oklahoma
Bachelor of Arts, Administrative Leadership
Michael Hare's BOK Financial Experience May 2015 - August 2015
Job Systems Administrator at University of Oklahoma Information Technology
Industry Information Technology and Services
Experience
University of Oklahoma - Information Technology October 2012 - Present
TCPIP January 2006 - Present
BOK Financial May 2015 - August 2015
University of Oklahoma - Information Technology September 2011 - October 2012
University of Oklahoma November 2010 - September 2011
Skills
System Administration, Troubleshooting, Microsoft Exchange, Active Directory, SharePoint, Symantec Server, Structured Documentation, Disaster Recovery, Microsoft SQL Server, McAfee Encryption, Nagios, Windows Server, McAfee ePolicy..., Symantec Endpoint..., BigFix, Networking, Linux, MediaWiki, Network Administration, System Center, Network Operations, Apache, OS X, Windows 7, Customer Service, Computer Hardware, Ubuntu, Hardware Support, HTML, Software Development, Mac OS, Customer Engagement, Windows, Joomla, Trello, Amateur Radio, XML, Emergency Communications, Microsoft Office, RedHat, Fedora, Icinga, Java, Servers
Education
University of Oklahoma 2010 — 2016
Bachelors' (in progress), Information Studies, Computer Science Minor, Mathematics Minor
Charles Page High School
University of Oklahoma - Information Technology October 2012 - Present
TCPIP January 2006 - Present
BOK Financial May 2015 - August 2015
University of Oklahoma - Information Technology September 2011 - October 2012
University of Oklahoma November 2010 - September 2011
Skills
System Administration, Troubleshooting, Microsoft Exchange, Active Directory, SharePoint, Symantec Server, Structured Documentation, Disaster Recovery, Microsoft SQL Server, McAfee Encryption, Nagios, Windows Server, McAfee ePolicy..., Symantec Endpoint..., BigFix, Networking, Linux, MediaWiki, Network Administration, System Center, Network Operations, Apache, OS X, Windows 7, Customer Service, Computer Hardware, Ubuntu, Hardware Support, HTML, Software Development, Mac OS, Customer Engagement, Windows, Joomla, Trello, Amateur Radio, XML, Emergency Communications, Microsoft Office, RedHat, Fedora, Icinga, Java, Servers
Education
University of Oklahoma 2010 — 2016
Bachelors' (in progress), Information Studies, Computer Science Minor, Mathematics Minor
Charles Page High School
Gary Cornett Gary Cornett's BOK Financial Experience Sales RepresentativeAvis Budget GroupApril 1995 - November 2011
Job Assistant Branch Manager at BOK Financial
Industry Banking
Experience
BOK Financial Sales RepresentativeAvis Budget GroupApril 1995 - November 2011
Skills
Banking, Commercial Banking, Loans, Credit, Retail Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Risk Management, Loan Origination, Cash Management, Branch Banking, Mortgage Banking, Portfolio Management, Relationship Management, Financial Services, Financial Analysis, Wealth Management, Customer Satisfaction, Leadership, Team Building
Education
Tulsa Community College
BOK Financial Sales RepresentativeAvis Budget GroupApril 1995 - November 2011
Skills
Banking, Commercial Banking, Loans, Credit, Retail Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Risk Management, Loan Origination, Cash Management, Branch Banking, Mortgage Banking, Portfolio Management, Relationship Management, Financial Services, Financial Analysis, Wealth Management, Customer Satisfaction, Leadership, Team Building
Education
Tulsa Community College
Patricia C. Mapel Patricia C. Mapel's BOK Financial Experience September 2013 - February 2015
Job Financial Services Sales Specialist
Industry Financial Services
Experience
BOK Financial September 2013 - February 2015
Bank of Oklahoma January 2011 - March 2013
Newfield Exploration July 2011 - December 2011
Ameriprise April 2009 - July 2011
Jackson National Life October 2008 - February 2009
Jackson National Life August 2006 - October 2008
Washington Mutual June 2005 - August 2006
Skills
Microsoft Office, Insurance, Series 6, Licensing, Financial Planning, Mutual Funds, Annuities, FINRA Series 6, Series 7, Wholesaling, Alternative Investments, Customer Relations, Outlook, Excel, Word, PowerPoint, Investments, Series 63, Salesforce.com, Morningstar, S&P, Fixed Annuities, Securities, Finance, Financial Services, Microsoft Excel, Retirement Planning
Education
University of Northern Colorado 2001 — 2005
Bachelor of the Arts, History and Legal Studies
BOK Financial September 2013 - February 2015
Bank of Oklahoma January 2011 - March 2013
Newfield Exploration July 2011 - December 2011
Ameriprise April 2009 - July 2011
Jackson National Life October 2008 - February 2009
Jackson National Life August 2006 - October 2008
Washington Mutual June 2005 - August 2006
Skills
Microsoft Office, Insurance, Series 6, Licensing, Financial Planning, Mutual Funds, Annuities, FINRA Series 6, Series 7, Wholesaling, Alternative Investments, Customer Relations, Outlook, Excel, Word, PowerPoint, Investments, Series 63, Salesforce.com, Morningstar, S&P, Fixed Annuities, Securities, Finance, Financial Services, Microsoft Excel, Retirement Planning
Education
University of Northern Colorado 2001 — 2005
Bachelor of the Arts, History and Legal Studies
Whitney Brace Whitney Brace's BOK Financial Experience November 2014 - Present
Job Mineral Asset Manager II at BOK Financial
Industry Oil & Energy
Experience
BOK Financial November 2014 - Present
Barry T. Rice, PC December 2013 - October 2014
Mazaheri Law Firm, PLLC August 2012 - November 2013
University of Oklahoma College of Law 2010 - 2013
EEOC Oklahoma City Area Office May 2012 - June 2012
Barry T. Rice, PC May 2011 - January 2012
Education
University of Oklahoma College of Law 2010 — 2013
Doctor of Law (JD)
University of Oklahoma 2007 — 2010
Bachelor of Arts (BA), magna cum laude, European History, Magna Cum Laude
BOK Financial November 2014 - Present
Barry T. Rice, PC December 2013 - October 2014
Mazaheri Law Firm, PLLC August 2012 - November 2013
University of Oklahoma College of Law 2010 - 2013
EEOC Oklahoma City Area Office May 2012 - June 2012
Barry T. Rice, PC May 2011 - January 2012
Education
University of Oklahoma College of Law 2010 — 2013
Doctor of Law (JD)
University of Oklahoma 2007 — 2010
Bachelor of Arts (BA), magna cum laude, European History, Magna Cum Laude
Jorden Moxley Jorden Moxley's BOK Financial Experience June 2015 - Present
Job Accelerated Career Track: Commercial Associate at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2015 - Present
BOK Financial January 2015 - May 2015
OU Price College of Business August 2014 - December 2014
Bank of Oklahoma May 2014 - August 2014
Charlestons May 2010 - August 2014
Quail Creek Bank May 2013 - August 2013
IBC - Integrated Business Core August 2012 - December 2012
Charleston's Restaurant May 2010 - May 2011
Green Machine Lawn Care April 2008 - August 2010
Skills
Entrepreneurship, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Finance, Social Media, Microsoft Word, Public Speaking, Event Planning, Social Media Marketing, Leadership, Marketing, Facebook, Banking, Strategic Planning, Investments, Financial Analysis, Training, Business Planning, Management, Social Networking, Teamwork, Team Leadership, Data Analysis, Analysis, Customer Satisfaction, Outlook, Time Management, Accounting, Sales, Nonprofits
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Norman North High School 2007 — 2010
general
BOK Financial June 2015 - Present
BOK Financial January 2015 - May 2015
OU Price College of Business August 2014 - December 2014
Bank of Oklahoma May 2014 - August 2014
Charlestons May 2010 - August 2014
Quail Creek Bank May 2013 - August 2013
IBC - Integrated Business Core August 2012 - December 2012
Charleston's Restaurant May 2010 - May 2011
Green Machine Lawn Care April 2008 - August 2010
Skills
Entrepreneurship, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Finance, Social Media, Microsoft Word, Public Speaking, Event Planning, Social Media Marketing, Leadership, Marketing, Facebook, Banking, Strategic Planning, Investments, Financial Analysis, Training, Business Planning, Management, Social Networking, Teamwork, Team Leadership, Data Analysis, Analysis, Customer Satisfaction, Outlook, Time Management, Accounting, Sales, Nonprofits
Education
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Norman North High School 2007 — 2010
general
Jason Everitt Jason Everitt's BOK Financial Experience June 2015 - Present
Job Retail Collections Asset Manager Assistant Vice President at BOK Financial
Industry Retail
Experience
The Mosquito Authority May 2015 - Present
BOK Financial June 2015 - Present
Aaron's, Inc April 2014 - June 2015
Aaron's, Inc January 2014 - April 2014
Aaron's, Inc May 2013 - January 2014
Carlisle & Gallagher Consulting Group November 2011 - May 2013
CitiMortgage November 2010 - November 2011
CitiMortgage May 2010 - November 2010
CitiFinancial Auto January 2006 - May 2010
Aaron's, Inc October 2003 - January 2006
Skills
Project Coordination, Coaching, Compliance, Credit, Loans, Cash Management, Leadership, Strategy, Team Management, Management Consulting, Mortgage Lending, Operations Management, Business Analysis, Team Building, Change Management, Call Center, Microsoft Office, Employee Engagement, Financial Services, Management, Training, Project Management, Process Improvement, Team Leadership, SharePoint, Program Management, Collections Management, Forecasting, Access Database, Situational Leadership, Performance Management, Performance Improvement, Scorecard Management, Profit/Loss..., FDCPA, Loss Mitigation, Data Analysis, Database Queries, Visio, UAT coordination, Avaya Site..., CACS, NICE Call Recording, Social Networking, Call Centers, Quality Assurance, Business Process..., Finance, Customer Retention, Analysis
Education
University of Phoenix 2007 — 2011
Bachelors of Science, Business Management & Finance, 3.59
Fort Worth Christian High School, North Richland 1990 — 2000
Diploma, Regular/General High School/Diploma Program
The Mosquito Authority May 2015 - Present
BOK Financial June 2015 - Present
Aaron's, Inc April 2014 - June 2015
Aaron's, Inc January 2014 - April 2014
Aaron's, Inc May 2013 - January 2014
Carlisle & Gallagher Consulting Group November 2011 - May 2013
CitiMortgage November 2010 - November 2011
CitiMortgage May 2010 - November 2010
CitiFinancial Auto January 2006 - May 2010
Aaron's, Inc October 2003 - January 2006
Skills
Project Coordination, Coaching, Compliance, Credit, Loans, Cash Management, Leadership, Strategy, Team Management, Management Consulting, Mortgage Lending, Operations Management, Business Analysis, Team Building, Change Management, Call Center, Microsoft Office, Employee Engagement, Financial Services, Management, Training, Project Management, Process Improvement, Team Leadership, SharePoint, Program Management, Collections Management, Forecasting, Access Database, Situational Leadership, Performance Management, Performance Improvement, Scorecard Management, Profit/Loss..., FDCPA, Loss Mitigation, Data Analysis, Database Queries, Visio, UAT coordination, Avaya Site..., CACS, NICE Call Recording, Social Networking, Call Centers, Quality Assurance, Business Process..., Finance, Customer Retention, Analysis
Education
University of Phoenix 2007 — 2011
Bachelors of Science, Business Management & Finance, 3.59
Fort Worth Christian High School, North Richland 1990 — 2000
Diploma, Regular/General High School/Diploma Program
Jacob Hudson Jacob Hudson's BOK Financial Experience January 2012 - Present
Job Vice President at BOK Financial
Industry Banking
Experience
BOK Financial January 2012 - Present
Bank of America August 2006 - January 2012
Agheritage Farm Credit May 2003 - August 2006
Skills
Bank Relationship..., Financial Modeling, Financial Analysis, Capital Markets, Underwriting, Risk Management, Mentoring, Team Leadership, Banking, Commercial Lending, Finance
Education
University of Central Arkansas 2003 — 2004
MBA, 4.0
University of Arkansas at Fayetteville 1999 — 2003
B.S. Agricultural, Food and Life Sciences, Agricultural Economics, Cum Laude; 4.0 GPA in Major
BOK Financial January 2012 - Present
Bank of America August 2006 - January 2012
Agheritage Farm Credit May 2003 - August 2006
Skills
Bank Relationship..., Financial Modeling, Financial Analysis, Capital Markets, Underwriting, Risk Management, Mentoring, Team Leadership, Banking, Commercial Lending, Finance
Education
University of Central Arkansas 2003 — 2004
MBA, 4.0
University of Arkansas at Fayetteville 1999 — 2003
B.S. Agricultural, Food and Life Sciences, Agricultural Economics, Cum Laude; 4.0 GPA in Major
Erma Roquemore Erma Roquemore's BOK Financial Experience 2005 - 2008
Job at CFS2
Industry Retail
Experience
CFS II April 2010 - Present
CFS2 April 2010 - October 2014
FedEx Office April 2008 - October 2010
BOK Financial 2005 - 2008
City of Tulsa 2002 - 2005
CFS 1995 - 1999
PacifiCare Health Systems 1986 - 1995
Skills
Coaching, Performance Management, Employee Relations, Team Building, Strategic Planning, Change Management, Public Speaking, Customer Service, Leadership Development, Business Analysis, Budgeting, Documentation, Microsoft Office, Technical Writing, Excel, Process Improvement, Word, PowerPoint, Talent Management, Writing, Testing, Customer Relations, Team Management, Problem Solving, Access, Microsoft Excel, Budgets, Microsoft Word, Software Documentation, Leadership, Team Leadership, Human Resources, Management, New Hire Orientations, Recruiting, Training, Risk Management, Employee Training, College Recruiting, Project Management, Time Management, Payroll, Interviews, Onboarding, Employee Benefits, Hiring, Applicant Tracking..., Customer Satisfaction, Program Management, Banking
Education
University of California, Los Angeles 1979 — 1984
Professional Designation Award, Business Management
CFS II April 2010 - Present
CFS2 April 2010 - October 2014
FedEx Office April 2008 - October 2010
BOK Financial 2005 - 2008
City of Tulsa 2002 - 2005
CFS 1995 - 1999
PacifiCare Health Systems 1986 - 1995
Skills
Coaching, Performance Management, Employee Relations, Team Building, Strategic Planning, Change Management, Public Speaking, Customer Service, Leadership Development, Business Analysis, Budgeting, Documentation, Microsoft Office, Technical Writing, Excel, Process Improvement, Word, PowerPoint, Talent Management, Writing, Testing, Customer Relations, Team Management, Problem Solving, Access, Microsoft Excel, Budgets, Microsoft Word, Software Documentation, Leadership, Team Leadership, Human Resources, Management, New Hire Orientations, Recruiting, Training, Risk Management, Employee Training, College Recruiting, Project Management, Time Management, Payroll, Interviews, Onboarding, Employee Benefits, Hiring, Applicant Tracking..., Customer Satisfaction, Program Management, Banking
Education
University of California, Los Angeles 1979 — 1984
Professional Designation Award, Business Management
Andrew O'Fee's BOK Financial Experience January 2005 - August 2005
Job Crump Mortgage NMLS #161130 Co. ID #77047
Industry Banking
Experience
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
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
Jed Ferguson Jed Ferguson's BOK Financial Experience January 2007 - July 2014
Job Vice President at MidFirst Bank
Industry Banking
Experience
MidFirst Bank July 2014 - Present
Oklahoma Council on Economic Education January 2011 - Present
BOK Financial January 2007 - July 2014
BOK Financial January 2007 - May 2007
Chesapeake Energy May 2006 - August 2006
Skills
Commercial Banking, Commercial Real Estate, Banking, Succession Planning, Treasury Services, Credit, Portfolio Management, Finance, Loans, Management, Cash Management, Credit Analysis, Risk Management
Education
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor of Business Administration, Finance and Accounting (Double Major)
MidFirst Bank July 2014 - Present
Oklahoma Council on Economic Education January 2011 - Present
BOK Financial January 2007 - July 2014
BOK Financial January 2007 - May 2007
Chesapeake Energy May 2006 - August 2006
Skills
Commercial Banking, Commercial Real Estate, Banking, Succession Planning, Treasury Services, Credit, Portfolio Management, Finance, Loans, Management, Cash Management, Credit Analysis, Risk Management
Education
University of Oklahoma - Price College of Business 2002 — 2006
Bachelor of Business Administration, Finance and Accounting (Double Major)
Marta Morrow Marta Morrow's BOK Financial Experience March 2012 - September 2013
Job SVP International Trade Specialist at BOK Financial
Industry Banking
Experience
Bank of Texas, Houston, TX - (Bank of Texas is a division of BOKF, N.A.) October 2013 - Present
BOK Financial March 2012 - September 2013
JPMorgan Chase June 2011 - February 2012
Arvest Bank January 2008 - June 2011
Bank of Oklahoma February 1998 - January 2008
Bank of March 1996 - January 1998
Bank of March 1995 - February 1996
Ben-Trei, Ltd January 1990 - February 1995
Bank of Oklahoma October 1984 - January 1990
Skills
Commercial Banking, Banking, Finance, Trade Finance, Credit, Credit Analysis, Negotiation, Payments, Financial Services, Management, Portfolio Management, Leadership, Loans, Sales, Commercial Lending
Education
University of Phoenix
Bachelor of Science, Business Management
Bank of Texas, Houston, TX - (Bank of Texas is a division of BOKF, N.A.) October 2013 - Present
BOK Financial March 2012 - September 2013
JPMorgan Chase June 2011 - February 2012
Arvest Bank January 2008 - June 2011
Bank of Oklahoma February 1998 - January 2008
Bank of March 1996 - January 1998
Bank of March 1995 - February 1996
Ben-Trei, Ltd January 1990 - February 1995
Bank of Oklahoma October 1984 - January 1990
Skills
Commercial Banking, Banking, Finance, Trade Finance, Credit, Credit Analysis, Negotiation, Payments, Financial Services, Management, Portfolio Management, Leadership, Loans, Sales, Commercial Lending
Education
University of Phoenix
Bachelor of Science, Business Management
Chad Shirk Chad Shirk's BOK Financial Experience February 2011 - Present
Job Vice President at BOK Financial
Industry Banking
Experience
BOK Financial February 2011 - Present
Wells Fargo Bank July 1994 - December 2010
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Science, Finance
BOK Financial February 2011 - Present
Wells Fargo Bank July 1994 - December 2010
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Science, Finance
Gordon Rudd, MBA, CISSP Gordon Rudd, MBA, CISSP's BOK Financial Experience 2009 - 2009
Job VP, Information Security Officer
Industry Information Technology and Services
Experience
RCB Bank September 2011 - Present
Avatar BioSciences, LLC November 2009 - October 2011
BOK Financial 2009 - 2009
IS2 2003 - 2009
Williams Company 2000 - 2003
Saint Francis Healthcare System 1990 - 2000
Skills
Information Security, ITIL, Risk Management, Information Technology, Security, Vendor Management, Governance, Integration, Disaster Recovery, Process Improvement, Cloud Computing, Strategy, Enterprise Software, Business Process..., Management, Strategic Planning, Leadership, Data Center, Business Continuity, Project Management, SaaS, IT Strategy, Unix, Networking, Consulting, IT Operations, IT Management, SDLC, Business Development, Change Management, Information Security..., Business Analysis, Information Architecture, Program Management, Databases, Project Portfolio..., Firewalls, CISSP, Network Security, IT Service Management, Executive Management, Computer Security, Infrastructure, IT Audit, Mergers & Acquisitions, Analytics, Business Intelligence, SharePoint, Business Process, System Administration
Education
University of Oklahoma - Price College of Business 1975 — 1979
B.B.A., Finance
West Texas A&M University College of Business
Master of Business Administration (M.B.A.), Management Information Systems and Services
RCB Bank September 2011 - Present
Avatar BioSciences, LLC November 2009 - October 2011
BOK Financial 2009 - 2009
IS2 2003 - 2009
Williams Company 2000 - 2003
Saint Francis Healthcare System 1990 - 2000
Skills
Information Security, ITIL, Risk Management, Information Technology, Security, Vendor Management, Governance, Integration, Disaster Recovery, Process Improvement, Cloud Computing, Strategy, Enterprise Software, Business Process..., Management, Strategic Planning, Leadership, Data Center, Business Continuity, Project Management, SaaS, IT Strategy, Unix, Networking, Consulting, IT Operations, IT Management, SDLC, Business Development, Change Management, Information Security..., Business Analysis, Information Architecture, Program Management, Databases, Project Portfolio..., Firewalls, CISSP, Network Security, IT Service Management, Executive Management, Computer Security, Infrastructure, IT Audit, Mergers & Acquisitions, Analytics, Business Intelligence, SharePoint, Business Process, System Administration
Education
University of Oklahoma - Price College of Business 1975 — 1979
B.B.A., Finance
West Texas A&M University College of Business
Master of Business Administration (M.B.A.), Management Information Systems and Services
Randy Thomason Randy Thomason's BOK Financial Experience May 2015 - Present
Job BOSC, Inc.
Industry Financial Services
Experience
BOK Financial May 2015 - Present
Sterne Agee June 2011 - May 2015
Skills
Business Development, Series 63, New Business Development, Leadership, Account Management, Management, Sales, Marketing, Financial Analysis, Insurance, Strategic Partnerships, Finance, Investments, Social Media Marketing, Banking
Education
University of Alabama 1993 — 1997
Bachelors, Communications
corona del mar
BOK Financial May 2015 - Present
Sterne Agee June 2011 - May 2015
Skills
Business Development, Series 63, New Business Development, Leadership, Account Management, Management, Sales, Marketing, Financial Analysis, Insurance, Strategic Partnerships, Finance, Investments, Social Media Marketing, Banking
Education
University of Alabama 1993 — 1997
Bachelors, Communications
corona del mar
Juanita Robinson Juanita Robinson's BOK Financial Experience May 2011 - Present
Job Lean Six Sigma & Information Technology Professional Lean Six Sigma Master Black Belt
Industry Banking
Experience
BOK Financial May 2011 - Present
Hilti Inc. March 2007 - May 2011
Hilti Inc. January 1990 - February 2007
Skills
Business Intelligence, Value Stream Mapping, Continuous Improvement, Business Process..., Kaizen, Operational Excellence, Team Building, Mentoring, Cross-functional Team..., 5S, Public Speaking, SAP R/3, SAP BW, Oracle, Project Management, Six Sigma, SAP, Software Documentation, Leadership, Training, Sales Management, Process Improvement, Strategy, Management, Change Management, Lean Manufacturing, Sales, Forecasting, Business Analysis, Analysis, ERP, Budgets, Human Resources, Testing, Recruiting, Vendor Management, IT Service Management, Operations Management, Team Leadership, Process Engineering, Project Planning, MS Project, Executive Management, CRM, Risk Management, Management Consulting, Project Portfolio..., Performance Management, Contract Negotiation, Strategic Planning
Education
University of Arkansas at Pine Bluff
Business Administration
University of Phoenix
Masters
BOK Financial May 2011 - Present
Hilti Inc. March 2007 - May 2011
Hilti Inc. January 1990 - February 2007
Skills
Business Intelligence, Value Stream Mapping, Continuous Improvement, Business Process..., Kaizen, Operational Excellence, Team Building, Mentoring, Cross-functional Team..., 5S, Public Speaking, SAP R/3, SAP BW, Oracle, Project Management, Six Sigma, SAP, Software Documentation, Leadership, Training, Sales Management, Process Improvement, Strategy, Management, Change Management, Lean Manufacturing, Sales, Forecasting, Business Analysis, Analysis, ERP, Budgets, Human Resources, Testing, Recruiting, Vendor Management, IT Service Management, Operations Management, Team Leadership, Process Engineering, Project Planning, MS Project, Executive Management, CRM, Risk Management, Management Consulting, Project Portfolio..., Performance Management, Contract Negotiation, Strategic Planning
Education
University of Arkansas at Pine Bluff
Business Administration
University of Phoenix
Masters
John Wyne, CMFC John Wyne, CMFC's BOK Financial Experience May 1997 - Present
Job Senior Vice President, Institutional Wealth BOK Financial
Industry Banking
Experience
BOK Financial May 1997 - Present
Wells Fargo Bank (formerly First Interstate Bank, Allied Bancshares) 1983 - 1997
Skills
Investments, Loans, Wealth Management, Risk Management, Series 7, Banking, Pensions, Retirement Planning, Credit, Financial Analysis, Financial Services, Commercial Banking, Portfolio Management, Commercial Lending, 401k, Defined Benefit, Management
Education
University of Arizona
Bachelor's Degree, Marketing
University of Miami
Marketing
BOK Financial May 1997 - Present
Wells Fargo Bank (formerly First Interstate Bank, Allied Bancshares) 1983 - 1997
Skills
Investments, Loans, Wealth Management, Risk Management, Series 7, Banking, Pensions, Retirement Planning, Credit, Financial Analysis, Financial Services, Commercial Banking, Portfolio Management, Commercial Lending, 401k, Defined Benefit, Management
Education
University of Arizona
Bachelor's Degree, Marketing
University of Miami
Marketing
Tally Ferguson Tally Ferguson's BOK Financial Experience April 2011 - Present
Job SVP Director of Risk Management at BOK Financial
Industry Banking
Experience
BOK Financial April 2011 - Present
University of Tulsa August 2003 - Present
Bank of Oklahoma April 2002 - April 2011
Ernst & Young April 1994 - May 1996
Federal Reserve Bank of New York June 1985 - March 1994
Skills
Enterprise wide risk..., Modeling and Analytics, Derivatives Trading and..., Financial Analysis, Financial Institution..., Enterprise Risk..., Portfolio Management, Asset Management, Investments, Risk Management, Equities, Financial Modeling, Corporate Finance, Derivatives, Financial Risk, Contractual Risk..., Valuation, Capital Markets, Banking, Credit, Finance, Hedging, Trading
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Executive MBA
Yale University 1982 — 1985
Bachelor of Arts (BA), Economics and Mathmatics
BOK Financial April 2011 - Present
University of Tulsa August 2003 - Present
Bank of Oklahoma April 2002 - April 2011
Ernst & Young April 1994 - May 1996
Federal Reserve Bank of New York June 1985 - March 1994
Skills
Enterprise wide risk..., Modeling and Analytics, Derivatives Trading and..., Financial Analysis, Financial Institution..., Enterprise Risk..., Portfolio Management, Asset Management, Investments, Risk Management, Equities, Financial Modeling, Corporate Finance, Derivatives, Financial Risk, Contractual Risk..., Valuation, Capital Markets, Banking, Credit, Finance, Hedging, Trading
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Executive MBA
Yale University 1982 — 1985
Bachelor of Arts (BA), Economics and Mathmatics
Leslie Mobley's BOK Financial Experience February 2013 - August 2013
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Hilton Worldwide 2015 - Present
Service Experts November 2013 - August 2014
BOK Financial February 2013 - August 2013
OU-Tulsa Physician Assistant Program July 2007 - August 2012
OU-Tulsa Dept of Surgery August 2001 - July 2007
CommunityCare HMO March 1996 - February 2001
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Administrative..., Editing, Staff Development, Student Affairs, Data Entry, System Administration, Office Management, Software Documentation, Administrative..., Building Relationships, Coaching, Customer Satisfaction, Friendly Personality, Management, People Skills, Process Excellence, Team Building, Training, Team Leadership, Human Resources, Leadership
Education
Tulsa Technology Center-Lemley Campus
Medical/Clinical Assistant
Hilton Worldwide 2015 - Present
Service Experts November 2013 - August 2014
BOK Financial February 2013 - August 2013
OU-Tulsa Physician Assistant Program July 2007 - August 2012
OU-Tulsa Dept of Surgery August 2001 - July 2007
CommunityCare HMO March 1996 - February 2001
Skills
Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Administrative..., Editing, Staff Development, Student Affairs, Data Entry, System Administration, Office Management, Software Documentation, Administrative..., Building Relationships, Coaching, Customer Satisfaction, Friendly Personality, Management, People Skills, Process Excellence, Team Building, Training, Team Leadership, Human Resources, Leadership
Education
Tulsa Technology Center-Lemley Campus
Medical/Clinical Assistant
Ray Ihim Ray Ihim's BOK Financial Experience August 2014 - Present
Job ExpressBanker at Bank of Oklahoma
Industry Accounting
Experience
BOK Financial August 2014 - Present
BOK Financial September 2012 - June 2014
Bruam's January 2009 - August 2012
Victory Christian August 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows
Education
Tulsa Community College
Associate's Degree, Business Administration and Management, General
Victory Christian 2008 — 2012
High School, 2.9
BOK Financial August 2014 - Present
BOK Financial September 2012 - June 2014
Bruam's January 2009 - August 2012
Victory Christian August 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows
Education
Tulsa Community College
Associate's Degree, Business Administration and Management, General
Victory Christian 2008 — 2012
High School, 2.9
Guy Lamb Guy Lamb's BOK Financial Experience September 2012 - Present
Job Head of International Services at BOK Financial
Industry Banking
Experience
BOK Financial September 2012 - Present
Wells Fargo August 2001 - August 2012
Wells Fargo Bank September 1999 - August 2001
Skills
Banking, Marketing, Commercial Banking, Management, Investments, Project Management, Private Banking, Credit, FX Options, Securities, Loans, Foreign Exchange, Leadership, Direct Sales, Sales, Mortgage Lending, Wealth Management, Credit Analysis, Series 7, Commercial Lending, Risk Management, Finance, Portfolio Management, Relationship Management
Education
Stonier Graduate School of Banking, University of Pennsylvania 2014 — 2016
University of Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
BOK Financial September 2012 - Present
Wells Fargo August 2001 - August 2012
Wells Fargo Bank September 1999 - August 2001
Skills
Banking, Marketing, Commercial Banking, Management, Investments, Project Management, Private Banking, Credit, FX Options, Securities, Loans, Foreign Exchange, Leadership, Direct Sales, Sales, Mortgage Lending, Wealth Management, Credit Analysis, Series 7, Commercial Lending, Risk Management, Finance, Portfolio Management, Relationship Management
Education
Stonier Graduate School of Banking, University of Pennsylvania 2014 — 2016
University of Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Rebecca Callahan Rebecca Callahan's BOK Financial Experience 2010 - 2011
Job Consultant Global Alliances at Hogan Assessment Systems
Industry Management Consulting
Experience
Hogan Assessment Systems July 2013 - Present
Schnake Turnbo Frank Public Relations 2011 - 2013
BOK Financial 2010 - 2011
Americorps Project Transformation 2009 - 2009
Impact Young Lives Foundation 2008 - 2008
Skills
Lean Sigma Green Belt, Strategic Planning, Message Development, Employee Engagement, Sales Management, Executive Coaching, Executive Search, Six Sigma, Public Relations, Organizational..., Leadership, Business Development, Public Speaking, Social Media, Training, Management, Leadership Development, Marketing, Fundraising
Education
University of Oklahoma
B.A., Economics, Spanish
University of Geneva
Certificate, The WTO, International Trade, and Development
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand
French
Instituto Cultural de Oaxaca
Spanish
Hogan Assessment Systems July 2013 - Present
Schnake Turnbo Frank Public Relations 2011 - 2013
BOK Financial 2010 - 2011
Americorps Project Transformation 2009 - 2009
Impact Young Lives Foundation 2008 - 2008
Skills
Lean Sigma Green Belt, Strategic Planning, Message Development, Employee Engagement, Sales Management, Executive Coaching, Executive Search, Six Sigma, Public Relations, Organizational..., Leadership, Business Development, Public Speaking, Social Media, Training, Management, Leadership Development, Marketing, Fundraising
Education
University of Oklahoma
B.A., Economics, Spanish
University of Geneva
Certificate, The WTO, International Trade, and Development
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand
French
Instituto Cultural de Oaxaca
Spanish
Vance Thomas Vance Thomas's BOK Financial Experience January 2012 - Present
Job Project Manager at BOK Financial
Industry Information Technology and Services
Experience
BOK Financial January 2012 - Present
FW Murphy March 2008 - December 2011
Bank of Oklahoma April 2003 - October 2007
WorldCom February 1998 - December 2002
FlightSafety International January 1981 - February 1998
Skills
Integration, Visual Basic, SharePoint, Six Sigma, Unix, Testing, Microsoft SQL Server, Project Management, JavaScript, Troubleshooting, SQL, Oracle, Management, XML, Databases, System Administration, Project Planning, Windows Server, Business Analysis, Visio, Servers, Telecommunications, Software Documentation
Education
University of Central Missouri 1976 — 1980
BSEET, Electricity/Electronics Technology
Bolivar High
BOK Financial January 2012 - Present
FW Murphy March 2008 - December 2011
Bank of Oklahoma April 2003 - October 2007
WorldCom February 1998 - December 2002
FlightSafety International January 1981 - February 1998
Skills
Integration, Visual Basic, SharePoint, Six Sigma, Unix, Testing, Microsoft SQL Server, Project Management, JavaScript, Troubleshooting, SQL, Oracle, Management, XML, Databases, System Administration, Project Planning, Windows Server, Business Analysis, Visio, Servers, Telecommunications, Software Documentation
Education
University of Central Missouri 1976 — 1980
BSEET, Electricity/Electronics Technology
Bolivar High
Sineca Jefcoat Sineca Jefcoat's BOK Financial Experience October 2010 - Present
Job Salesforce Strategy Manager at BOK Financial
Industry Banking
Experience
BOK Financial October 2010 - Present
BOK Financial January 2008 - October 2010
Skills
Banking, Risk Management, Vendor Management, Financial Services, Requirements Gathering, Change Management, Requirements Analysis, Project Management, Process Improvement, CRM, IT Strategy, Business Process...
Education
University of Arkansas at Fayetteville
Biology, General
University of Louisiana at Monroe
Bachelor of Science (B.S.), Biology
BOK Financial October 2010 - Present
BOK Financial January 2008 - October 2010
Skills
Banking, Risk Management, Vendor Management, Financial Services, Requirements Gathering, Change Management, Requirements Analysis, Project Management, Process Improvement, CRM, IT Strategy, Business Process...
Education
University of Arkansas at Fayetteville
Biology, General
University of Louisiana at Monroe
Bachelor of Science (B.S.), Biology
Sean Matheny Sean Matheny's BOK Financial Experience September 2015 - Present
Job Corporate Trainer Default Mortgage Management
Industry Professional Training & Coaching
Experience
BOK Financial September 2015 - Present
JPMorgan Chase 2009 - September 2015
GMAC Bank 2009 - 2009
Medical Staffing Network 2006 - 2009
MSR Consulting 2004 - 2006
Skills
Employee Training, Mortgage Banking, Mortgage Lending, Financial Services, Loan Origination, Relationship Management, Banking, Credit Analysis, Loans, Customer Service, Financial Analysis, Credit, Mortgage Servicing, Process Improvement, Risk Management, Leadership, Portfolio Management, Microsoft Office, Commercial Lending, Residential Mortgages, Investments, Consumer Lending, Commercial Banking, Small Business Lending, Team Building, Management, Loss Mitigation, FHA, Microsoft Excel, Loan Servicing, Finance, Coaching, Underwriting, Call Centers
Education
Tyler Junior College 2000 — 2002
Business Administration and Management, General
BOK Financial September 2015 - Present
JPMorgan Chase 2009 - September 2015
GMAC Bank 2009 - 2009
Medical Staffing Network 2006 - 2009
MSR Consulting 2004 - 2006
Skills
Employee Training, Mortgage Banking, Mortgage Lending, Financial Services, Loan Origination, Relationship Management, Banking, Credit Analysis, Loans, Customer Service, Financial Analysis, Credit, Mortgage Servicing, Process Improvement, Risk Management, Leadership, Portfolio Management, Microsoft Office, Commercial Lending, Residential Mortgages, Investments, Consumer Lending, Commercial Banking, Small Business Lending, Team Building, Management, Loss Mitigation, FHA, Microsoft Excel, Loan Servicing, Finance, Coaching, Underwriting, Call Centers
Education
Tyler Junior College 2000 — 2002
Business Administration and Management, General
Derek Owens Derek Owens's BOK Financial Experience July 2012 - September 2013
Job Director of Marketing at JTS Financial
Industry Insurance
Experience
JTS Financial October 2013 - Present
Acuity Group, LLC. November 2013 - Present
BOK Financial July 2012 - September 2013
WER Archtects/Planners June 2007 - May 2012
Charles Cunniffe Architects July 2006 - May 2007
WER Architects January 2006 - June 2006
Skills
Series 63, Bonds, Revit, Investments, Portfolio Management, Financial Analysis, Business Development, Sales, Submittals, Asset Managment, Microsoft Office, Sales Management, Fixed Income, Team Building, Credit, Banking, Series 7, Marketing, Marketing Communications, Public Relations, Marketing Strategy, Customer Service, Account Management, Strategic Planning
Education
University of Arkansas at Fayetteville 2001 — 2005
Bachelor, Architecture
University of Arkansas Fort Smith 2001 — 2002
Baseball
JTS Financial October 2013 - Present
Acuity Group, LLC. November 2013 - Present
BOK Financial July 2012 - September 2013
WER Archtects/Planners June 2007 - May 2012
Charles Cunniffe Architects July 2006 - May 2007
WER Architects January 2006 - June 2006
Skills
Series 63, Bonds, Revit, Investments, Portfolio Management, Financial Analysis, Business Development, Sales, Submittals, Asset Managment, Microsoft Office, Sales Management, Fixed Income, Team Building, Credit, Banking, Series 7, Marketing, Marketing Communications, Public Relations, Marketing Strategy, Customer Service, Account Management, Strategic Planning
Education
University of Arkansas at Fayetteville 2001 — 2005
Bachelor, Architecture
University of Arkansas Fort Smith 2001 — 2002
Baseball
Cassie Danford's BOK Financial Experience August 2014 - Present
Job External Wholesaler at Cavanal Hill Funds
Industry Financial Services
Experience
Cavanal Hill Funds June 2015 - Present
BOK Financial August 2014 - Present
District Judge Thad Balkman December 2013 - May 2014
J.P. Morgan, Private Bank June 2013 - August 2013
Cleveland County District Attorney June 2012 - May 2013
University of Oklahoma Legal Clinic - Civil Division January 2012 - May 2012
Office of Congressman Tom Cole May 2009 - August 2009
Skills
Legal Research, Legal Writing, Licensing, Trials, Hearings, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Financial Analysis
Education
New York University, Stern School of Business 2013 — 2013
University of Oklahoma College of Law 2010 — 2014
Juris Doctor, Law
University of Oklahoma - Price College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics
Cavanal Hill Funds June 2015 - Present
BOK Financial August 2014 - Present
District Judge Thad Balkman December 2013 - May 2014
J.P. Morgan, Private Bank June 2013 - August 2013
Cleveland County District Attorney June 2012 - May 2013
University of Oklahoma Legal Clinic - Civil Division January 2012 - May 2012
Office of Congressman Tom Cole May 2009 - August 2009
Skills
Legal Research, Legal Writing, Licensing, Trials, Hearings, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Financial Analysis
Education
New York University, Stern School of Business 2013 — 2013
University of Oklahoma College of Law 2010 — 2014
Juris Doctor, Law
University of Oklahoma - Price College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics
Roger Smith, CIMA®, CFP®'s BOK Financial Experience April 2013 - October 2014
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Leah McClelland's BOK Financial Experience September 2012 - Present
Job Commercial Officer at BOK Financial
Industry Banking
Experience
BOK Financial September 2012 - Present
Education
University of Louisville
Bachelor's degree, Political Science and Government
BOK Financial September 2012 - Present
Education
University of Louisville
Bachelor's degree, Political Science and Government
J H Shelton J H Shelton's BOK Financial Experience December 1999 - June 2010
Job VP, Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2010 - Present
JPMorgan Chase June 2010 - February 2013
BOK Financial December 1999 - June 2010
Skills
Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Lending, Commercial Real Estate, Financial Accounting, Underwriting
Education
University of Oklahoma
Bachelor's Degree
JPMorgan Chase June 2010 - Present
JPMorgan Chase June 2010 - February 2013
BOK Financial December 1999 - June 2010
Skills
Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Commercial Lending, Commercial Real Estate, Financial Accounting, Underwriting
Education
University of Oklahoma
Bachelor's Degree
Rhonda Myers Rhonda Myers's BOK Financial Experience April 2014 - December 2014
Job Sales and Marketing Assistant at Bank of Oklahoma Investment Center
Industry Investment Banking
Experience
Bank of Oklahoma January 2015 - Present
BOK Financial April 2014 - December 2014
BOK Financial July 2013 - April 2014
BOK Financial November 2011 - July 2013
Dunham's Asphalt Services, Inc. April 2011 - November 2011
Pyramid Real Estate Sevices September 2008 - March 2011
Therapy Source for Kids November 2006 - September 2008
Mid-Continent Group April 2003 - November 2006
OfficeMax 1999 - 2002
CompUSA 1999 - 2002
Skills
Spreadsheets, Administrative..., Purchasing, Data Entry, Journal Entries, Bank Reconciliation, Payroll Taxes, Inventory Management, Human Resources, Cash Flow, Account Reconciliation, General Ledger, Property Management, Customer Service, Employee Benefits, Invoicing, Commerical General..., Fitness, Health, HIPAA, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Efficiency, Event Planning, Finance, Analysis, Software Documentation, Time Management, Management, Process Improvement, Interviews, Accounts Receivable, Accounts Payable, Team Building, Accounting, Payroll, Leadership, Negotiation, Sales, Banking
Education
Tulsa Community College 1997 — 2000
Bank of Oklahoma January 2015 - Present
BOK Financial April 2014 - December 2014
BOK Financial July 2013 - April 2014
BOK Financial November 2011 - July 2013
Dunham's Asphalt Services, Inc. April 2011 - November 2011
Pyramid Real Estate Sevices September 2008 - March 2011
Therapy Source for Kids November 2006 - September 2008
Mid-Continent Group April 2003 - November 2006
OfficeMax 1999 - 2002
CompUSA 1999 - 2002
Skills
Spreadsheets, Administrative..., Purchasing, Data Entry, Journal Entries, Bank Reconciliation, Payroll Taxes, Inventory Management, Human Resources, Cash Flow, Account Reconciliation, General Ledger, Property Management, Customer Service, Employee Benefits, Invoicing, Commerical General..., Fitness, Health, HIPAA, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Organization, Efficiency, Event Planning, Finance, Analysis, Software Documentation, Time Management, Management, Process Improvement, Interviews, Accounts Receivable, Accounts Payable, Team Building, Accounting, Payroll, Leadership, Negotiation, Sales, Banking
Education
Tulsa Community College 1997 — 2000
Jason Zongker's BOK Financial Experience June 2009 - Present
Job Senior Professional Services at Imperva
Industry Computer & Network Security
Experience
Imperva August 2015 - Present
BOK Financial June 2009 - Present
BOK Financial Corporation June 2009 - Present
BOK Financial Corporation June 2006 - June 2009
BOK Financial 2005 - May 2009
BOK Financial Corporation June 2000 - June 2006
BOK Financial June 2004 - 2005
BOK Financial June 2000 - June 2004
Skills
Disaster Recovery, IDS, Business Continuity, System Administration, Active Directory, Analysis, Business Analysis, Business Process, Firewalls, Hardware, Information Security, Information Security..., Microsoft Exchange, Network Security, Operating Systems, Risk Management, Security, Technical Support, Troubleshooting, VPN, Windows Server, Cisco Technologies
Education
Tulsa Community College 1996 — 1996
Imperva August 2015 - Present
BOK Financial June 2009 - Present
BOK Financial Corporation June 2009 - Present
BOK Financial Corporation June 2006 - June 2009
BOK Financial 2005 - May 2009
BOK Financial Corporation June 2000 - June 2006
BOK Financial June 2004 - 2005
BOK Financial June 2000 - June 2004
Skills
Disaster Recovery, IDS, Business Continuity, System Administration, Active Directory, Analysis, Business Analysis, Business Process, Firewalls, Hardware, Information Security, Information Security..., Microsoft Exchange, Network Security, Operating Systems, Risk Management, Security, Technical Support, Troubleshooting, VPN, Windows Server, Cisco Technologies
Education
Tulsa Community College 1996 — 1996
Wesley Anderson's BOK Financial Experience June 2005 - Present
Job Commercial Real Estate Lender
Industry Banking
Experience
BOK Financial June 2005 - Present
Bank of Oklahoma June 2005 - June 2006
Stan Johnson Company June 2004 - August 2004
Skills
Loans, Credit Analysis, Commercial Banking, Banking
Education
University of Oklahoma - Price College of Business 2003 — 2005
Bachelor of Finance, Finance
BOK Financial June 2005 - Present
Bank of Oklahoma June 2005 - June 2006
Stan Johnson Company June 2004 - August 2004
Skills
Loans, Credit Analysis, Commercial Banking, Banking
Education
University of Oklahoma - Price College of Business 2003 — 2005
Bachelor of Finance, Finance
Debbie Ackerson Debbie Ackerson's BOK Financial Experience April 2015 - Present
Job Experienced Human Resources Manager
Industry Human Resources
Experience
BOK Financial April 2015 - Present
Tulsa Valve, Inc. 2008 - 2012
Boston Mountain Rural Health Center, Inc. 1999 - 2008
American Freightways, Inc. 1997 - 1999
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Leadership, Project Management, Strategic Planning, Microsoft Word, Training, PowerPoint
Education
Tulsa Community College 2012 — 2014
Associate's Degree, Business Administration, 3.93
Tulsa Community College 2012 — 2014
Associate's degree, Business Administration
BOK Financial April 2015 - Present
Tulsa Valve, Inc. 2008 - 2012
Boston Mountain Rural Health Center, Inc. 1999 - 2008
American Freightways, Inc. 1997 - 1999
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Leadership, Project Management, Strategic Planning, Microsoft Word, Training, PowerPoint
Education
Tulsa Community College 2012 — 2014
Associate's Degree, Business Administration, 3.93
Tulsa Community College 2012 — 2014
Associate's degree, Business Administration
Mackenzie Kavanaugh's BOK Financial Experience October 2014 - Present
Job Corporate Real Estate Services Special Assets at BOKF, NA
Industry Real Estate
Experience
BOK Financial October 2014 - Present
Education
University of Oklahoma 2010 — 2014
Bachelor of Science (BS), Multi-/Interdisciplinary Studie, Focus in Community Health, 3.31/4.00
BOK Financial October 2014 - Present
Education
University of Oklahoma 2010 — 2014
Bachelor of Science (BS), Multi-/Interdisciplinary Studie, Focus in Community Health, 3.31/4.00
Kelcy Flores Kelcy Flores's BOK Financial Experience June 2014 - November 2014
Job Investment Associate
Industry Banking
Experience
Bank of Oklahoma November 2014 - Present
BOK Financial June 2014 - November 2014
University of Notre Dame August 2011 - July 2013
University of Tulsa August 2009 - July 2011
Skills
Investments, Credit, Financial Planning, Microsoft Excel, Program Development, Team Building, Financial Analysis
Education
University of Tulsa 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
Bachelor's degree, Sociology
Bank of Oklahoma November 2014 - Present
BOK Financial June 2014 - November 2014
University of Notre Dame August 2011 - July 2013
University of Tulsa August 2009 - July 2011
Skills
Investments, Credit, Financial Planning, Microsoft Excel, Program Development, Team Building, Financial Analysis
Education
University of Tulsa 2013 — 2014
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
Bachelor's degree, Sociology
Brandy Tran Brandy Tran's BOK Financial Experience February 2015 - Present
Job Accelerated Career Track IT Associate at BOK Financial
Industry Information Technology and Services
Experience
BOK Financial February 2015 - Present
Walgreens August 2009 - February 2015
University of Oklahoma June 2013 - November 2014
BOK Financial May 2014 - August 2014
First Fidelity Bank June 2013 - October 2013
University of Oklahoma February 2012 - June 2013
Walgreens July 2008 - July 2009
Skills
PowerPoint, Analysis, Customer Service, Troubleshooting, Management, Access, Teamwork, Time Management
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor's Degree, Management Information Systems, HR Management, Sociology Minor
BOK Financial February 2015 - Present
Walgreens August 2009 - February 2015
University of Oklahoma June 2013 - November 2014
BOK Financial May 2014 - August 2014
First Fidelity Bank June 2013 - October 2013
University of Oklahoma February 2012 - June 2013
Walgreens July 2008 - July 2009
Skills
PowerPoint, Analysis, Customer Service, Troubleshooting, Management, Access, Teamwork, Time Management
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor's Degree, Management Information Systems, HR Management, Sociology Minor
Umair Asghar Umair Asghar's BOK Financial Experience January 2011 - December 2012
Job Business System Analyst at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Charles Schwab January 2013 - August 2014
BOK Financial January 2011 - December 2012
Skills
Business Analysis, Requirements Analysis, Project Management, Integration, Business Process, SDLC, Systems Analysis, Business Requirements, Requirements Gathering, Software Documentation, Process Improvement, UML, Visio, Functional Testing, User Acceptance Testing, System Deployment, Troubleshooting, Information Technology, Visual Studio, Crystal Reports, Databases, SQL Server Management..., MySQL, T-SQL, SQL, Data Analysis, Data Mapping, ETL, ERP, SAP, ASP.NET, HTML, XML, COBOL, Financial Services, Loan Servicing, Loan Modifications, HAMP, Business Intelligence
Education
University of Central Oklahoma 2006 — 2010
Bachelor’s Degree, Accounting and Finance
Wells Fargo Home Mortgage August 2014 - Present
Charles Schwab January 2013 - August 2014
BOK Financial January 2011 - December 2012
Skills
Business Analysis, Requirements Analysis, Project Management, Integration, Business Process, SDLC, Systems Analysis, Business Requirements, Requirements Gathering, Software Documentation, Process Improvement, UML, Visio, Functional Testing, User Acceptance Testing, System Deployment, Troubleshooting, Information Technology, Visual Studio, Crystal Reports, Databases, SQL Server Management..., MySQL, T-SQL, SQL, Data Analysis, Data Mapping, ETL, ERP, SAP, ASP.NET, HTML, XML, COBOL, Financial Services, Loan Servicing, Loan Modifications, HAMP, Business Intelligence
Education
University of Central Oklahoma 2006 — 2010
Bachelor’s Degree, Accounting and Finance
KatherineAnne Knight KatherineAnne Knight's BOK Financial Experience December 2008 - December 2014
Job Municipal Trader
Industry Capital Markets
Experience
Thomas McDonald Partners LLC 2015 - Present
BOK Financial December 2008 - December 2014
Alltel October 2006 - February 2009
Stephens Inc. September 2005 - July 2006
Stephens Inc. November 2003 - September 2005
Skills
Series 7, Fixed Income, Trading, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Trading Systems, FINRA, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Finance
Thomas McDonald Partners LLC 2015 - Present
BOK Financial December 2008 - December 2014
Alltel October 2006 - February 2009
Stephens Inc. September 2005 - July 2006
Stephens Inc. November 2003 - September 2005
Skills
Series 7, Fixed Income, Trading, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Trading Systems, FINRA, Capital Markets, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Sales
Education
University of Arkansas at Fayetteville 1999 — 2003
Finance
Paul E. Johnson's BOK Financial Experience June 2008 - June 2009
Job Vice President Corporate Banking at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma October 2013 - Present
Bank of Oklahoma September 2011 - Present
Bank of Oklahoma June 2009 - September 2011
BOK Financial June 2008 - June 2009
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
Bank of Oklahoma October 2013 - Present
Bank of Oklahoma September 2011 - Present
Bank of Oklahoma June 2009 - September 2011
BOK Financial June 2008 - June 2009
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
Richard Salmen Richard Salmen's BOK Financial Experience August 2000 - Present
Job Board Member at CFP® Board of Standards
Industry Financial Services
Experience
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
Ryan D Pietila Ryan D Pietila's BOK Financial Experience May 2005 - December 2014
Job Workforce Planning & Analytics HR Business Partner
Industry Human Resources
Experience
Williams Companies December 2014 - Present
BOK Financial May 2005 - December 2014
JPMC November 2001 - May 2005
NCO Financial Systems 1999 - 2001
Education
University of Phoenix 2003 — 2007
BS, Business Management and Marketing
University of Phoenix 2006 — 2007
Bachelor of Applied Science (BASc), Human Resources Management
Tulsa Community College 2007 — 2008
Certification, Operations Management I&II
Williams Companies December 2014 - Present
BOK Financial May 2005 - December 2014
JPMC November 2001 - May 2005
NCO Financial Systems 1999 - 2001
Education
University of Phoenix 2003 — 2007
BS, Business Management and Marketing
University of Phoenix 2006 — 2007
Bachelor of Applied Science (BASc), Human Resources Management
Tulsa Community College 2007 — 2008
Certification, Operations Management I&II
Gregory Manis's BOK Financial Experience June 2012 - November 2012
Job Energy Analyst
Industry Oil & Energy
Experience
EDF Trading North America, LLC July 2014 - Present
Bank of Texas November 2012 - June 2014
BOK Financial June 2012 - November 2012
Merrill Lynch April 2011 - August 2011
Trade PMR January 2010 - June 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Statement..., Valuation, Morningstar, Credit Analysis, Underwriting, Finance, Commercial Banking
Education
University of Florida 2008 — 2012
Bachelors of Science, Finance
EDF Trading North America, LLC July 2014 - Present
Bank of Texas November 2012 - June 2014
BOK Financial June 2012 - November 2012
Merrill Lynch April 2011 - August 2011
Trade PMR January 2010 - June 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Statement..., Valuation, Morningstar, Credit Analysis, Underwriting, Finance, Commercial Banking
Education
University of Florida 2008 — 2012
Bachelors of Science, Finance
John Smithson John Smithson's BOK Financial Experience May 2006 - Present
Job VP Financial Institutions & Municipal Lending at BOK Financial
Industry Banking
Experience
BOK Financial May 2006 - Present
Northwestern Mutual May 2005 - December 2005
Skills
Loans, Banking, Risk Management, Credit, Financial Analysis, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Investments
Education
University of Oklahoma 2002 — 2006
Bachelor's degree, Finance, General
BOK Financial May 2006 - Present
Northwestern Mutual May 2005 - December 2005
Skills
Loans, Banking, Risk Management, Credit, Financial Analysis, Portfolio Management, Finance, Commercial Banking, Credit Analysis, Investments
Education
University of Oklahoma 2002 — 2006
Bachelor's degree, Finance, General
Danielle Hostutler's BOK Financial Experience June 1999 - Present
Job Executive Assistant to the CEO at Bank of Oklahoma
Industry Banking
Experience
BOK Financial June 1999 - Present
BOK Financial September 2003 - January 2005
BOK Financial June 1999 - September 2003
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, SharePoint, Coordinating Meetings, Coordinating Special..., Expense Reports, Project Management, Access, Outlook, Leadership, Risk Management, Financial Analysis, Commercial Banking
Education
Tulsa Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General
AMA, 7 Habits 2011 — 2011
CPE Hours, Continuing Professional Experience
Cleveland High School 1993 — 1999
BOK Financial June 1999 - Present
BOK Financial September 2003 - January 2005
BOK Financial June 1999 - September 2003
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, SharePoint, Coordinating Meetings, Coordinating Special..., Expense Reports, Project Management, Access, Outlook, Leadership, Risk Management, Financial Analysis, Commercial Banking
Education
Tulsa Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General
AMA, 7 Habits 2011 — 2011
CPE Hours, Continuing Professional Experience
Cleveland High School 1993 — 1999
Janice Cupp Janice Cupp's BOK Financial Experience April 2011 - Present
Job AVP, Business Resiliency Analyst/LDRPS Administrator
Industry Banking
Experience
BOK Financial April 2011 - Present
Dollar Thrifty Automotive Group 2008 - 2011
Edward Jones 2004 - 2006
WilTel Communications 2003 - 2004
WilTel Communications 2000 - 2003
Skills
LDRPS, Business Analysis, Crystal Reports, Information Technology, Business Continuity, Business Continuity..., Banking, Disaster Recovery, SDLC, Financial Services, Financial Management..., Business Strategy, Business Resumption..., Software Development, Software Testing, User Acceptance Testing, End User Training
Education
University of Tulsa 1998 — 2000
Bachelor's, Business, MIS, Cum Laude
Tulsa Community College 1995 — 1998
Associate's Degree, Computer Science, Honors Scholar
Tulsa Community College 1995 — 1998
Associate's Degree, Business Administration and Management, General, Honors Scholar
BOK Financial April 2011 - Present
Dollar Thrifty Automotive Group 2008 - 2011
Edward Jones 2004 - 2006
WilTel Communications 2003 - 2004
WilTel Communications 2000 - 2003
Skills
LDRPS, Business Analysis, Crystal Reports, Information Technology, Business Continuity, Business Continuity..., Banking, Disaster Recovery, SDLC, Financial Services, Financial Management..., Business Strategy, Business Resumption..., Software Development, Software Testing, User Acceptance Testing, End User Training
Education
University of Tulsa 1998 — 2000
Bachelor's, Business, MIS, Cum Laude
Tulsa Community College 1995 — 1998
Associate's Degree, Computer Science, Honors Scholar
Tulsa Community College 1995 — 1998
Associate's Degree, Business Administration and Management, General, Honors Scholar
Matt Porter Matt Porter's BOK Financial Experience 2001 - 2005
Job President and Chief Financial Officer at Xtreme Drilling and Coil Services
Industry Oil & Energy
Experience
Xtreme Drilling and Coil Services May 2015 - Present
Xtreme Drilling and Coil Services August 2011 - Present
Bronco Drilling Company January 2010 - August 2011
Bronco Drilling Company June 2006 - January 2010
BOK Financial 2001 - 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Heritage Hall
Xtreme Drilling and Coil Services May 2015 - Present
Xtreme Drilling and Coil Services August 2011 - Present
Bronco Drilling Company January 2010 - August 2011
Bronco Drilling Company June 2006 - January 2010
BOK Financial 2001 - 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Heritage Hall
Miguale Green Miguale Green's BOK Financial Experience November 2006 - August 2009
Job VP Regional ManagerMortgage at UMB Bank
Industry Banking
Experience
UMB Bank September 2015 - Present
Morrill & Janes Bank and Trust December 2014 - August 2015
Dickinson Financial Corporation November 2012 - August 2014
Shea Mortgage April 2010 - August 2010
BOK Financial November 2006 - August 2009
BOK Financial 2006 - 2009
GMAC Mortgage September 2004 - November 2006
Wells Fargo 1999 - 2003
Hendrick Automotive Group 1993 - 1997
Skills
Recruiting, Sales Management, Mortgage Lending, Leadership, Loans, Management, Mortgage Banking, Loan Origination, FHA, Credit, Banking, Residential Mortgages, Underwriting, VA loans, Real Estate, FHA financing, Sales, Training, FHA Financing, VA Loans
Education
University of Nevada-Las Vegas 1990 — 1993
Mathemeatics
UMB Bank September 2015 - Present
Morrill & Janes Bank and Trust December 2014 - August 2015
Dickinson Financial Corporation November 2012 - August 2014
Shea Mortgage April 2010 - August 2010
BOK Financial November 2006 - August 2009
BOK Financial 2006 - 2009
GMAC Mortgage September 2004 - November 2006
Wells Fargo 1999 - 2003
Hendrick Automotive Group 1993 - 1997
Skills
Recruiting, Sales Management, Mortgage Lending, Leadership, Loans, Management, Mortgage Banking, Loan Origination, FHA, Credit, Banking, Residential Mortgages, Underwriting, VA loans, Real Estate, FHA financing, Sales, Training, FHA Financing, VA Loans
Education
University of Nevada-Las Vegas 1990 — 1993
Mathemeatics
Scott DeNeen, CFP®, CRPC®, JD Scott DeNeen, CFP®, CRPC®, JD's BOK Financial Experience November 2013 - Present
Job Senior Financial Consultant | Vice President at BOSC, Inc. | BOKF
Industry Investment Management
Experience
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
Mike Vegher Mike Vegher's BOK Financial Experience February 2013 - Present
Job IT Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2013 - Present
BOK Financial June 2007 - February 2013
Alliance Data April 2006 - June 2007
WilTel Communications 2001 - 2006
Skills
Business Analysis, Vendor Management, SDLC, Process Improvement, Project Management, Requirements Gathering, Requirements Analysis, Disaster Recovery, Risk Management, SharePoint, Visio, Integration, Business Process, Analysis, IT Strategy, IT Management, MS Project, Banking, Change Management, Software Project..., Management, Project Portfolio..., PMO, Leadership, Information Technology, Project Planning, Budgets, Business Process..., Business Intelligence, Software Documentation, SQL, Access, Microsoft SQL Server, ITIL, CRM, Business Requirements, Finance, Cloud Computing, Business Development
Education
University of Oklahoma 1996 — 2000
Bachelor of Business Administration (B.B.A.)
University of Oklahoma - Price College of Business 1996 — 2000
BBA, MIS
BOK Financial February 2013 - Present
BOK Financial June 2007 - February 2013
Alliance Data April 2006 - June 2007
WilTel Communications 2001 - 2006
Skills
Business Analysis, Vendor Management, SDLC, Process Improvement, Project Management, Requirements Gathering, Requirements Analysis, Disaster Recovery, Risk Management, SharePoint, Visio, Integration, Business Process, Analysis, IT Strategy, IT Management, MS Project, Banking, Change Management, Software Project..., Management, Project Portfolio..., PMO, Leadership, Information Technology, Project Planning, Budgets, Business Process..., Business Intelligence, Software Documentation, SQL, Access, Microsoft SQL Server, ITIL, CRM, Business Requirements, Finance, Cloud Computing, Business Development
Education
University of Oklahoma 1996 — 2000
Bachelor of Business Administration (B.B.A.)
University of Oklahoma - Price College of Business 1996 — 2000
BBA, MIS
Leona Dierker Leona Dierker's BOK Financial Experience August 2007 - Present
Job Business Analyst III, VP at BOK Financial
Industry Banking
Experience
BOK Financial August 2007 - Present
Arkansas Valley State Bank September 2006 - June 2007
Oklahoma Central Credit Union August 1984 - September 2006
Education
Tulsa Community College 1983 — 1985
MIS, Information Systems, Mathematics
BOK Financial August 2007 - Present
Arkansas Valley State Bank September 2006 - June 2007
Oklahoma Central Credit Union August 1984 - September 2006
Education
Tulsa Community College 1983 — 1985
MIS, Information Systems, Mathematics
Brad Baltz's BOK Financial Experience September 2005 - June 2007
Job President & CEO LeaseLine / Roast Master at The Agápē Roasting Project
Industry Financial Services
Experience
LeaseLine, Inc. December 1990 - Present
The Agápē Roasting Project May 2013 - Present
BOK Financial September 2005 - June 2007
Wells Fargo April 2004 - April 2006
First United Bank January 1999 - March 2003
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Real Estate, Asset Based Lending, Funding, Commercial Real Estate, Lines Of Credit, Financial Analysis, Investments, Portfolio Management, Mergers, Due Diligence, Small Business Lending, Coffee Roasting, Banking, Asset Management, Film Criticism, Loan Origination, Treasury Management, Specialty Coffee
Education
Coffee Lab International 2013 — 2013
Cupping and Roasting
University of Pennsylvania - The Wharton School
Finance/Real Estate
LeaseLine, Inc. December 1990 - Present
The Agápē Roasting Project May 2013 - Present
BOK Financial September 2005 - June 2007
Wells Fargo April 2004 - April 2006
First United Bank January 1999 - March 2003
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Finance, Mergers & Acquisitions, Mortgage Lending, Real Estate, Asset Based Lending, Funding, Commercial Real Estate, Lines Of Credit, Financial Analysis, Investments, Portfolio Management, Mergers, Due Diligence, Small Business Lending, Coffee Roasting, Banking, Asset Management, Film Criticism, Loan Origination, Treasury Management, Specialty Coffee
Education
Coffee Lab International 2013 — 2013
Cupping and Roasting
University of Pennsylvania - The Wharton School
Finance/Real Estate
James Staples's BOK Financial Experience November 2009 - November 2012
Job Senior Vice President Food, Beverage & Agribusiness, Market Leader at KEYBANK
Industry Financial Services
Experience
KEYBANK June 2015 - Present
Starshak Winzenburg & Co. June 2009 - May 2015
Huntington National Bank November 2012 - February 2015
BOK Financial November 2009 - November 2012
BMO Capital Markets Corp. April 1995 - September 2008
Skills
Investments, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Capital Markets, Portfolio Management, Leveraged Finance, Commercial Banking, Hedge Funds, Derivatives, Private Equity, Due Diligence, Investment Banking, Management, Asset Management, Equities, Fixed Income, Business Development
Education
New York University - Leonard N. Stern School of Business
Financial Management Certificate
University of Miami - School of Business
BBA, Finance
University of Wisconsin-Madison 1972 — 1976
BS, Horticulture and Landscape Design
KEYBANK June 2015 - Present
Starshak Winzenburg & Co. June 2009 - May 2015
Huntington National Bank November 2012 - February 2015
BOK Financial November 2009 - November 2012
BMO Capital Markets Corp. April 1995 - September 2008
Skills
Investments, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Capital Markets, Portfolio Management, Leveraged Finance, Commercial Banking, Hedge Funds, Derivatives, Private Equity, Due Diligence, Investment Banking, Management, Asset Management, Equities, Fixed Income, Business Development
Education
New York University - Leonard N. Stern School of Business
Financial Management Certificate
University of Miami - School of Business
BBA, Finance
University of Wisconsin-Madison 1972 — 1976
BS, Horticulture and Landscape Design
Dian Doak's BOK Financial Experience September 2005 - Present
Job Administrative Asst to CTO at Bank of Oklahoma
Industry Banking
Experience
BOK Financial September 2005 - Present
Mc Elroy Manufacturing April 1999 - January 2004
Education
University of Central Oklahoma 1960 — 1962
Putnam City High School 1956 — 1960
BOK Financial September 2005 - Present
Mc Elroy Manufacturing April 1999 - January 2004
Education
University of Central Oklahoma 1960 — 1962
Putnam City High School 1956 — 1960
Edward Plotkin's BOK Financial Experience April 2014 - Present
Job Senior Vice President Client Advisor at BOSC, Inc. & The Private Bank
Industry Investment Management
Experience
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
Bob Weber, CFA's BOK Financial Experience May 2013 - Present
Job S.V.P. & Director Private Wealth Portfolio Management
Industry Financial Services
Experience
BOK Financial May 2013 - Present
UMB Bank December 1997 - May 2013
Skills
Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds
Education
University of Missouri-Columbia 1991 — 1995
BOK Financial May 2013 - Present
UMB Bank December 1997 - May 2013
Skills
Investment Strategies, Wealth Management, Asset Allocation, Portfolio Management, Mutual Funds
Education
University of Missouri-Columbia 1991 — 1995
Debi Briscoe's BOK Financial Experience July 1998 - Present
Job Senior Product Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial July 1998 - Present
Bank One December 1997 - June 1998
Banks of Mid-America (acquired by Bank One-1997) July 1984 - December 1997
Skills
Banking, Treasury Services, Cash Management, Payments, Treasury Management, Commercial Banking
Education
University of Oklahoma 1974 — 1979
B.B.A., Accounting & Economics
BOK Financial July 1998 - Present
Bank One December 1997 - June 1998
Banks of Mid-America (acquired by Bank One-1997) July 1984 - December 1997
Skills
Banking, Treasury Services, Cash Management, Payments, Treasury Management, Commercial Banking
Education
University of Oklahoma 1974 — 1979
B.B.A., Accounting & Economics
Kelly DeBolt Olivera's BOK Financial Experience November 2006 - Present
Job Vice President at BOKF Corp
Industry Banking
Experience
BOK Financial November 2006 - Present
BOK Financial 2006 - Present
Dollar Thrifty Automotive Group February 1987 - November 2006
Education
University of Oklahoma
BOK Financial November 2006 - Present
BOK Financial 2006 - Present
Dollar Thrifty Automotive Group February 1987 - November 2006
Education
University of Oklahoma
Ann Darnaby's BOK Financial Experience August 2014 - Present
Job Business Banking Channel Manager at BOK Financial
Industry Banking
Experience
BOK Financial August 2014 - Present
Bank of Oklahoma October 1988 - Present
Skills
Banking, Treasury Management, Leadership, Risk Management, Account Management, Sales, Financial Analysis, Relationship Management, Sales and Consulting, Small Business Product..., Sales Management
Education
University of Oklahoma 1985 — 1989
Bachelor's Degree in Business Administration, Accounting, Finance
BOK Financial August 2014 - Present
Bank of Oklahoma October 1988 - Present
Skills
Banking, Treasury Management, Leadership, Risk Management, Account Management, Sales, Financial Analysis, Relationship Management, Sales and Consulting, Small Business Product..., Sales Management
Education
University of Oklahoma 1985 — 1989
Bachelor's Degree in Business Administration, Accounting, Finance
Lindsey Edemann's BOK Financial Experience May 2006 - September 2006
Job Branch Manager at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma July 2014 - Present
JPMorgan Chase September 2006 - June 2014
BOK Financial May 2006 - September 2006
Hal Smith Restaurant Group Inc May 2004 - May 2006
Skills
Credit, Banking, Consumer Lending, Credit Analysis, Loans, Retail Banking, Mortgage Lending, Loan Origination, Commercial Lending, Customer Service, Financial Analysis, Sales, Small Business Lending, Relationship Management
Education
University of Oklahoma 2002 — 2006
History; Political Science
Bank of Oklahoma July 2014 - Present
JPMorgan Chase September 2006 - June 2014
BOK Financial May 2006 - September 2006
Hal Smith Restaurant Group Inc May 2004 - May 2006
Skills
Credit, Banking, Consumer Lending, Credit Analysis, Loans, Retail Banking, Mortgage Lending, Loan Origination, Commercial Lending, Customer Service, Financial Analysis, Sales, Small Business Lending, Relationship Management
Education
University of Oklahoma 2002 — 2006
History; Political Science
Laura Holt, CFP (R)'s BOK Financial Experience 2013 - Present
Job Strategic Leadership & Business Development
Industry Financial Services
Experience
BOK Financial 2013 - Present
Southwest Securities 2008 - 2013
Southwest Securities 2005 - 2008
Southwest Securities 2002 - 2005
HD Vest Financial Services 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Business Analysis, Financial Modeling, Business Development, Strategic Planning, Project Management, Leadership, Financial Services, Strategic Financial..., Benchmarking, Best Practices, Change Management, Cost Control, Cross Functional Team..., Customer Retention, New Product..., Financial Analysis, Strategic Communications, Risk Management, Due Diligence, Scenario Planning, Balanced Scorecard, Mergers & Acquisitions, Performance Metrics, Compensation Strategies, Market Research, Contract Negotiation, Sales Channel..., Corporate Communications, Brand Development, Series 7, Wealth Management, Alternative Investments, Series 24
Education
University of North Texas 1994 — 1999
BBA, Finance & Economics
Securities Industry Institute - The Wharton School of Business 2009 — 2011
BOK Financial 2013 - Present
Southwest Securities 2008 - 2013
Southwest Securities 2005 - 2008
Southwest Securities 2002 - 2005
HD Vest Financial Services 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Business Analysis, Financial Modeling, Business Development, Strategic Planning, Project Management, Leadership, Financial Services, Strategic Financial..., Benchmarking, Best Practices, Change Management, Cost Control, Cross Functional Team..., Customer Retention, New Product..., Financial Analysis, Strategic Communications, Risk Management, Due Diligence, Scenario Planning, Balanced Scorecard, Mergers & Acquisitions, Performance Metrics, Compensation Strategies, Market Research, Contract Negotiation, Sales Channel..., Corporate Communications, Brand Development, Series 7, Wealth Management, Alternative Investments, Series 24
Education
University of North Texas 1994 — 1999
BBA, Finance & Economics
Securities Industry Institute - The Wharton School of Business 2009 — 2011
Becky Barrows's BOK Financial Experience September 2000 - March 2013
Job Payment Services Manager at Tulsa Federal Credit Union
Industry Banking
Experience
Tulsa Federal Credit Union April 2013 - Present
BOK Financial September 2000 - March 2013
Skills
Wire Transfer, Domestic..., Operations Management, Treasury Services, Account Reconciliation, Project Planning, Project Delivery, Department Budgeting, Operational Risk..., Accounting, Balance Accounts, Change Management, Cash Management, Business Process..., Banking, Process Improvement, Risk Management, Management, Vendor Management, Business Analysis, Leadership, Finance, Team Building, Credit, Analysis
Education
Tulsa Community College 2007 — 2008
Management Development
Tulsa Federal Credit Union April 2013 - Present
BOK Financial September 2000 - March 2013
Skills
Wire Transfer, Domestic..., Operations Management, Treasury Services, Account Reconciliation, Project Planning, Project Delivery, Department Budgeting, Operational Risk..., Accounting, Balance Accounts, Change Management, Cash Management, Business Process..., Banking, Process Improvement, Risk Management, Management, Vendor Management, Business Analysis, Leadership, Finance, Team Building, Credit, Analysis
Education
Tulsa Community College 2007 — 2008
Management Development
Karyn Dodson's BOK Financial Experience May 2007 - Present
Job VP, Acquisitions & Leasing at BOK Financial
Industry Real Estate
Experience
BOK Financial May 2007 - Present
Wal-Mart Stores, Inc. October 1996 - May 2007
Skills
Real Estate
Education
University of Arkansas 1998 — 2001
BSBA, Finance
BOK Financial May 2007 - Present
Wal-Mart Stores, Inc. October 1996 - May 2007
Skills
Real Estate
Education
University of Arkansas 1998 — 2001
BSBA, Finance
Seth Likens's BOK Financial Experience April 2012 - Present
Job Business Systems Developer II at BOK Financial
Industry Banking
Experience
BOK Financial April 2012 - Present
BOK Financial August 2006 - June 2012
BOK Financial 2004 - 2006
Education
Tulsa Community College 2006 — 2010
BOK Financial April 2012 - Present
BOK Financial August 2006 - June 2012
BOK Financial 2004 - 2006
Education
Tulsa Community College 2006 — 2010
Marcial Carrillo's BOK Financial Experience January 2015 - Present
Job Director Infrastructure Services BOK Financial
Industry Banking
Experience
BOK Financial January 2015 - Present
Bank of Oklahoma October 2011 - Present
Bank of Oklahoma June 2009 - October 2011
Trase Miller Technologies October 1996 - June 2009
Vigoris Technology October 2001 - February 2002
Skills
VMware Infrastructure, Microsoft Technologies, Hitachi Storage, IBM Mainframe, IBM Servers, HP Openview, HP Server Hardware, HP-UX, Cisco Technologies, EMC Networker, EMC Storage, HIPAA, Sarbanes-Oxley, PCI Standards, HP Insight Manager, Dell PowerEdge Servers, Dell Computers, Dell OpenManage, Dell PowerVault, NetApp, Isilon, Avaya, Datacenter..., Data Center, System Administration, Network Architecture, System Architecture, Object Oriented Design, Juniper, APC, Liebert, Capital Budgeting, Information Technology, IT Infrastructure..., Citrix, XenClient, Power Systems, Fiber Optic Networks, MPLS Networking, Mobile Applications, Apple, CRM, Disaster Recovery, Leadership, Storage, Enterprise Software, Infrastructure, Management, Project Management, Vendor Management
Education
Tulsa Community College 1993 — 1996
Associates, Business Administration
BOK Financial January 2015 - Present
Bank of Oklahoma October 2011 - Present
Bank of Oklahoma June 2009 - October 2011
Trase Miller Technologies October 1996 - June 2009
Vigoris Technology October 2001 - February 2002
Skills
VMware Infrastructure, Microsoft Technologies, Hitachi Storage, IBM Mainframe, IBM Servers, HP Openview, HP Server Hardware, HP-UX, Cisco Technologies, EMC Networker, EMC Storage, HIPAA, Sarbanes-Oxley, PCI Standards, HP Insight Manager, Dell PowerEdge Servers, Dell Computers, Dell OpenManage, Dell PowerVault, NetApp, Isilon, Avaya, Datacenter..., Data Center, System Administration, Network Architecture, System Architecture, Object Oriented Design, Juniper, APC, Liebert, Capital Budgeting, Information Technology, IT Infrastructure..., Citrix, XenClient, Power Systems, Fiber Optic Networks, MPLS Networking, Mobile Applications, Apple, CRM, Disaster Recovery, Leadership, Storage, Enterprise Software, Infrastructure, Management, Project Management, Vendor Management
Education
Tulsa Community College 1993 — 1996
Associates, Business Administration
Brandon Groves's BOK Financial Experience April 2004 - January 2012
Job Account Manager Steel and Metal
Industry Construction
Experience
Hilti USA May 2015 - Present
Hilti February 2014 - May 2015
JPMorgan Chase 2012 - February 2014
Bank of Oklahoma January 2012 - August 2012
Bank of Oklahoma April 2004 - January 2012
BOKF April 2004 - January 2012
BOK Financial April 2004 - January 2012
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Commercial Lending, Cash Management, Mortgage Lending, Treasury Management, Wealth Management, Vendor Management, Treasury Services, Employee Relations, Risk Management, Human Resources, Performance Management, Sales, Financial Services, Credit Analysis, Financial Analysis, Customer Satisfaction, Leadership, Consumer Lending
Education
BAHS
Tulsa Community College
Hilti USA May 2015 - Present
Hilti February 2014 - May 2015
JPMorgan Chase 2012 - February 2014
Bank of Oklahoma January 2012 - August 2012
Bank of Oklahoma April 2004 - January 2012
BOKF April 2004 - January 2012
BOK Financial April 2004 - January 2012
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Commercial Lending, Cash Management, Mortgage Lending, Treasury Management, Wealth Management, Vendor Management, Treasury Services, Employee Relations, Risk Management, Human Resources, Performance Management, Sales, Financial Services, Credit Analysis, Financial Analysis, Customer Satisfaction, Leadership, Consumer Lending
Education
BAHS
Tulsa Community College
Greg Gustafson's BOK Financial Experience June 2011 - September 2015
Job
Industry Information Technology and Services
Experience
Pariveda Solutions September 2015 - Present
BOK Financial June 2011 - September 2015
Crowdstory August 2010 - June 2011
BOK Financial May 2010 - August 2010
Skills
Software Engineering, Java, Software Development, SQL, Objective-C, MySQL, .NET, Microsoft SQL Server, ACL2, Oracle, Databases, Requirements Gathering, Service Development, Fortify, Jenkins, Business Analysis, Visual Studio, Leadership
Education
University of Oklahoma 2007 — 2011
Bachelor of Science
Pariveda Solutions September 2015 - Present
BOK Financial June 2011 - September 2015
Crowdstory August 2010 - June 2011
BOK Financial May 2010 - August 2010
Skills
Software Engineering, Java, Software Development, SQL, Objective-C, MySQL, .NET, Microsoft SQL Server, ACL2, Oracle, Databases, Requirements Gathering, Service Development, Fortify, Jenkins, Business Analysis, Visual Studio, Leadership
Education
University of Oklahoma 2007 — 2011
Bachelor of Science
Chris Rollmann's BOK Financial Experience June 2011 - Present
Job Healthcare Banking at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2011 - Present
Paychex July 2008 - December 2010
Countrywide FSB August 2005 - June 2008
Skills
Sales, Management, Credit, Sales Operations, Human Resources, B2B, Banking, Credit Analysis, Payroll, Commercial Lending, Loans, Financial Analysis, Mortgage Lending, Commercial Banking, Cold Calling, Salesforce.com, Lines Of Credit, Credit Risk, Mortgage Banking
Education
University of Tulsa 2009 — 2011
MBA, Business
University of Oklahoma - Price College of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.)
BOK Financial June 2011 - Present
Paychex July 2008 - December 2010
Countrywide FSB August 2005 - June 2008
Skills
Sales, Management, Credit, Sales Operations, Human Resources, B2B, Banking, Credit Analysis, Payroll, Commercial Lending, Loans, Financial Analysis, Mortgage Lending, Commercial Banking, Cold Calling, Salesforce.com, Lines Of Credit, Credit Risk, Mortgage Banking
Education
University of Tulsa 2009 — 2011
MBA, Business
University of Oklahoma - Price College of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.)
Jarrod Rutledge's BOK Financial Experience May 2014 - Present
Job Business Analyst at BOK Financial
Industry Computer Software
Experience
BOK Financial May 2014 - Present
FIS January 2007 - May 2014
Bank of Oklahoma October 2006 - January 2007
Education
University of Central Oklahoma 2012 — 2015
Computer Software Engineering
Chickasha High School
BOK Financial May 2014 - Present
FIS January 2007 - May 2014
Bank of Oklahoma October 2006 - January 2007
Education
University of Central Oklahoma 2012 — 2015
Computer Software Engineering
Chickasha High School
Lesli Shoals, PHR's BOK Financial Experience 2002 - 2004
Job Sr. Human Resources Consultant at American Electric Power
Industry Utilities
Experience
American Electric Power March 2007 - Present
Blue Cross Blue Shield of OK March 2004 - March 2007
BOK Financial 2002 - 2004
Williams Communications 1999 - 2001
Manpower 1996 - 1999
Skills
Employee Relations, Onboarding, Performance Management, Human Resources, Succession Planning, College Recruiting, Employee Benefits, Recruiting, Talent Management, Leadership Development, Talent Acquisition, Applicant Tracking..., Employee Engagement, Management, Program Management, Organizational...
Education
University of Oklahoma 1993 — 1996
Bachelors, Communications
Booker T Washington High School
American Electric Power March 2007 - Present
Blue Cross Blue Shield of OK March 2004 - March 2007
BOK Financial 2002 - 2004
Williams Communications 1999 - 2001
Manpower 1996 - 1999
Skills
Employee Relations, Onboarding, Performance Management, Human Resources, Succession Planning, College Recruiting, Employee Benefits, Recruiting, Talent Management, Leadership Development, Talent Acquisition, Applicant Tracking..., Employee Engagement, Management, Program Management, Organizational...
Education
University of Oklahoma 1993 — 1996
Bachelors, Communications
Booker T Washington High School
Jeff Faust's BOK Financial Experience 2003 - 2006
Job HR Manager at RelayHealth
Industry Hospital & Health Care
Experience
RelayHealth Human Resources DirectorArkansas Valley State Bank2006 - 2008
BOK Financial 2003 - 2006
Education
University of Oklahoma 1993 — 1993
BA, Psychology
BA in Psycholgy
RelayHealth Human Resources DirectorArkansas Valley State Bank2006 - 2008
BOK Financial 2003 - 2006
Education
University of Oklahoma 1993 — 1993
BA, Psychology
BA in Psycholgy
Dylan McCants's BOK Financial Experience April 2008 - August 2011
Job VP, Commercial Banking
Industry Banking
Experience
Chase Bank August 2011 - Present
BOK Financial April 2008 - August 2011
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Consumer Lending, Small Business Lending, Credit Risk, Portfolio Management, Credit Analysis, Loan Origination, Mortgage Lending, Private Banking, Cash Management, Retail Banking, Asset Based Lending, Wealth Management
Education
University of Oklahoma 1996 — 2001
Business Administration, Finance
Chase Bank August 2011 - Present
BOK Financial April 2008 - August 2011
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Banking, Consumer Lending, Small Business Lending, Credit Risk, Portfolio Management, Credit Analysis, Loan Origination, Mortgage Lending, Private Banking, Cash Management, Retail Banking, Asset Based Lending, Wealth Management
Education
University of Oklahoma 1996 — 2001
Business Administration, Finance
Jeff Seasor's BOK Financial Experience January 2009 - Present
Job SVP BOK Financial
Industry Banking
Experience
BOK Financial January 2009 - Present
Washington Mutual December 2005 - January 2009
keybank 1997 - 2004
Key Bank 1997 - 2004
Skills
Underwritin CRE, Management, Loan..., Loans, Commercial Real Estate, Banking, Risk Management, Credit, Commercial Banking, Commercial Lending, Commercial Mortgages, Mortgage Lending, Portfolio Management, Underwriting, Loan Origination, Small Business Lending
Education
University of Cincinnati 1986 — 1991
engineering, engineering
University of Cincinnati College of Business 1986 — 1990
bachelor in business, marketing and management
BOK Financial January 2009 - Present
Washington Mutual December 2005 - January 2009
keybank 1997 - 2004
Key Bank 1997 - 2004
Skills
Underwritin CRE, Management, Loan..., Loans, Commercial Real Estate, Banking, Risk Management, Credit, Commercial Banking, Commercial Lending, Commercial Mortgages, Mortgage Lending, Portfolio Management, Underwriting, Loan Origination, Small Business Lending
Education
University of Cincinnati 1986 — 1991
engineering, engineering
University of Cincinnati College of Business 1986 — 1990
bachelor in business, marketing and management
Robb Brummett's BOK Financial Experience December 1996 - Present
Job Senior Vice President at BOK Financial
Industry Banking
Experience
BOK Financial December 1996 - Present
Citizens Bank of Edmond March 1987 - March 2004
Memorial Bank March 1994 - March 1996
Education
University of Central Oklahoma 1986 — 1991
Yes, Business Administration
Putnam City West
BOK Financial December 1996 - Present
Citizens Bank of Edmond March 1987 - March 2004
Memorial Bank March 1994 - March 1996
Education
University of Central Oklahoma 1986 — 1991
Yes, Business Administration
Putnam City West
Randy Boatman's BOK Financial Experience 2013 - Present
Job BOK Financial
Industry Banking
Experience
BOK Financial 2013 - Present
Skills
Fixed Income, Liquidity Management, Trading, Commercial Banking, Treasury Management, Securities, Banking, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income Strategies, Investment Policy..., Investment Portfolio..., Investment Portfolios
Education
University of Missouri-Columbia 1988 — 1992
B.S.B.A., Finance and Banking
BOK Financial 2013 - Present
Skills
Fixed Income, Liquidity Management, Trading, Commercial Banking, Treasury Management, Securities, Banking, Portfolio Management, Strategic Financial..., Financial Analysis, Fixed Income Strategies, Investment Policy..., Investment Portfolio..., Investment Portfolios
Education
University of Missouri-Columbia 1988 — 1992
B.S.B.A., Finance and Banking
Cameron Schubert, CFA's BOK Financial Experience January 2005 - August 2008
Job Managing Partner and CoChief Investment Officer at Sonoran Capital
Industry Investment Management
Experience
Sonoran Capital September 2009 - Present
NYU Stern School of Business August 2008 - May 2010
Stern Sales & Trading Club January 2009 - January 2010
BOK Financial January 2005 - August 2008
Bank of Oklahoma 2005 - 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Equity Research, Fixed Income, Equities, Investments, Capital Markets, Portfolio Management, Asset Managment, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
University of Notre Dame 1999 — 2003
BBA, Finance
Sonoran Capital September 2009 - Present
NYU Stern School of Business August 2008 - May 2010
Stern Sales & Trading Club January 2009 - January 2010
BOK Financial January 2005 - August 2008
Bank of Oklahoma 2005 - 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Equity Research, Fixed Income, Equities, Investments, Capital Markets, Portfolio Management, Asset Managment, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
University of Notre Dame 1999 — 2003
BBA, Finance
Amy Hollas's BOK Financial Experience March 2010 - Present
Job Bank of Oklahoma The Private Bank
Industry Banking
Experience
BOK Financial March 2010 - Present
Bank of Oklahoma August 2008 - March 2010
Bank of Oklahoma September 2007 - August 2008
Bank of Oklahoma February 2006 - September 2007
Gail Boyce Insurance - State Farm November 2003 - March 2005
Education
Tulsa Community College
BOK Financial March 2010 - Present
Bank of Oklahoma August 2008 - March 2010
Bank of Oklahoma September 2007 - August 2008
Bank of Oklahoma February 2006 - September 2007
Gail Boyce Insurance - State Farm November 2003 - March 2005
Education
Tulsa Community College
Christian Finkbeiner's BOK Financial Experience June 2011 - June 2012
Job Investment Advisor at Strategic Financial Partners, an office of MetLife.
Industry Investment Management
Experience
Strategic Financial Partners, an office of MetLife June 2015 - Present
R.M. Duncan Securities, Inc August 2012 - June 2015
BOK Financial June 2011 - June 2012
Magnum Solutions, LLC January 2009 - May 2011
Ernie Biggs Dualing Piano Bar April 2007 - October 2009
Grumpy's Too Bar and Grill June 2003 - April 2007
Skills
Fixed Income, Credit Analysis, Series 7, Bloomberg, Investments, Asset Managment, Wealth Management, Alternative Investments, Trading, Portfolio Management, Investment Banking, Oil & Gas Exploration, series 63, Series 65
Education
University of Arkansas at Little Rock 2006 — 2009
Finance, Risk Management, Insurance
Strategic Financial Partners, an office of MetLife June 2015 - Present
R.M. Duncan Securities, Inc August 2012 - June 2015
BOK Financial June 2011 - June 2012
Magnum Solutions, LLC January 2009 - May 2011
Ernie Biggs Dualing Piano Bar April 2007 - October 2009
Grumpy's Too Bar and Grill June 2003 - April 2007
Skills
Fixed Income, Credit Analysis, Series 7, Bloomberg, Investments, Asset Managment, Wealth Management, Alternative Investments, Trading, Portfolio Management, Investment Banking, Oil & Gas Exploration, series 63, Series 65
Education
University of Arkansas at Little Rock 2006 — 2009
Finance, Risk Management, Insurance
Scott Shelley's BOK Financial Experience May 2008 - August 2008
Job Real Estate Syndications, KeyBanc Capital Markets
Industry Real Estate
Experience
KeyBanc Capital Markets December 2011 - Present
KeyBank Real Estate Capital July 2010 - November 2011
KeyBank Real Estate Capital June 2009 - July 2010
University of Missouri August 2007 - May 2009
BOK Financial May 2008 - August 2008
BancFirst May 2006 - August 2006
Skills
Risk Management, Marketing, Sales, Research, Leadership, Management, Commodity, Software Documentation, Coaching, Funding, Teaching, Microsoft Money, Natural Gas, System Administration, Directing, Financials, Business Writing, Financial Analysis, Financial Modeling, Banking
Education
University of Missouri-Columbia, College of Business 2007 — 2009
MBA, Finance
University of Missouri-Columbia 2003 — 2007
Dual, Finance/Banking and Real Estate
KeyBanc Capital Markets December 2011 - Present
KeyBank Real Estate Capital July 2010 - November 2011
KeyBank Real Estate Capital June 2009 - July 2010
University of Missouri August 2007 - May 2009
BOK Financial May 2008 - August 2008
BancFirst May 2006 - August 2006
Skills
Risk Management, Marketing, Sales, Research, Leadership, Management, Commodity, Software Documentation, Coaching, Funding, Teaching, Microsoft Money, Natural Gas, System Administration, Directing, Financials, Business Writing, Financial Analysis, Financial Modeling, Banking
Education
University of Missouri-Columbia, College of Business 2007 — 2009
MBA, Finance
University of Missouri-Columbia 2003 — 2007
Dual, Finance/Banking and Real Estate
Jim Brann's BOK Financial Experience March 2010 - September 2013
Job SVP, Corporate Compliance Management
Industry Banking
Experience
BOK Financial March 2010 - September 2013
BOK Financial August 2005 - March 2010
BOK Financial September 2004 - August 2005
Skills
Banking, Process Improvement, Commercial Banking, Financial Analysis, Business Analysis
Education
University of Oklahoma
BBA, Business
BOK Financial March 2010 - September 2013
BOK Financial August 2005 - March 2010
BOK Financial September 2004 - August 2005
Skills
Banking, Process Improvement, Commercial Banking, Financial Analysis, Business Analysis
Education
University of Oklahoma
BBA, Business
Tanja A. Cox's BOK Financial Experience November 2011 - January 2013
Job Oil & Gas Accountant
Industry Oil & Energy
Experience
Culbreath Oil & Gas August 2015 - Present
DCP Midstream July 2013 - Present
ConocoPhillips January 2013 - July 2013
BOK Financial November 2011 - January 2013
ONEOK November 2007 - November 2011
Skills
Payroll, Employee Benefits, Compensation, FMLA, Financial Analysis, Financial Accounting, Data Analysis, Process Improvement, Research, Excel, Word, Oracle, JD Edwards, Microsoft Excel, Microsoft Word, Deferred Compensation, Strategic Planning, Training, Finance, Accounting, Access, Human Resources, Time Management, Auditing, PeopleSoft, Analysis, Accounts Payable, Financial Reporting, Accounts Receivable, General Ledger, Sarbanes-Oxley Act, Account Reconciliation, Internal Audit, Budgets, Forecasting, Internal Controls
Education
University of Oklahoma 2009 — 2011
Masters, Human Relations/Organizational Leadership
Oklahoma Wesleyan University 2006 — 2008
Bachelors, Business: Finance Emphasis & HR Minor
Culbreath Oil & Gas August 2015 - Present
DCP Midstream July 2013 - Present
ConocoPhillips January 2013 - July 2013
BOK Financial November 2011 - January 2013
ONEOK November 2007 - November 2011
Skills
Payroll, Employee Benefits, Compensation, FMLA, Financial Analysis, Financial Accounting, Data Analysis, Process Improvement, Research, Excel, Word, Oracle, JD Edwards, Microsoft Excel, Microsoft Word, Deferred Compensation, Strategic Planning, Training, Finance, Accounting, Access, Human Resources, Time Management, Auditing, PeopleSoft, Analysis, Accounts Payable, Financial Reporting, Accounts Receivable, General Ledger, Sarbanes-Oxley Act, Account Reconciliation, Internal Audit, Budgets, Forecasting, Internal Controls
Education
University of Oklahoma 2009 — 2011
Masters, Human Relations/Organizational Leadership
Oklahoma Wesleyan University 2006 — 2008
Bachelors, Business: Finance Emphasis & HR Minor
Candice Williams, AAP's BOK Financial Experience January 2003 - December 2012
Job Vice President, Electronic Services at BOK Financial
Industry Banking
Experience
BOK Financial January 2003 - December 2012
Skills
ACH, Operational Risk..., Operations Management, Financial Regulation, Treasury Services, Account Reconciliation, Project Planning, Project Delivery, Department Budgeting, Commercial Banking, Leadership, Banking, Management
Education
University of Oklahoma - Price College of Business 1998 — 2001
Bachelors, Business Management and Marketing
Sallisaw High School
BOK Financial January 2003 - December 2012
Skills
ACH, Operational Risk..., Operations Management, Financial Regulation, Treasury Services, Account Reconciliation, Project Planning, Project Delivery, Department Budgeting, Commercial Banking, Leadership, Banking, Management
Education
University of Oklahoma - Price College of Business 1998 — 2001
Bachelors, Business Management and Marketing
Sallisaw High School
Samantha Hooker's BOK Financial Experience January 2015 - Present
Job Senior Compensation Consultant
Industry Human Resources
Experience
BOK Financial January 2015 - Present
Bank of Oklahoma Financial October 2012 - January 2015
Walmart Stores Inc. May 2012 - October 2012
Walmart Stores Inc June 2010 - May 2012
Walmart Stores Inc May 2008 - June 2010
Sam's Club Corporate Office July 2006 - May 2008
Walmart Corporate Office May 2006 - July 2006
Sam's Club 8209 October 2005 - May 2006
Education
UNIVERSITY OF ARKANSAS 2008 — 2010
Master of Science, Operations Management
University of Phoenix 2006 — 2008
Bachelor of Science, Business Administration
BOK Financial January 2015 - Present
Bank of Oklahoma Financial October 2012 - January 2015
Walmart Stores Inc. May 2012 - October 2012
Walmart Stores Inc June 2010 - May 2012
Walmart Stores Inc May 2008 - June 2010
Sam's Club Corporate Office July 2006 - May 2008
Walmart Corporate Office May 2006 - July 2006
Sam's Club 8209 October 2005 - May 2006
Education
UNIVERSITY OF ARKANSAS 2008 — 2010
Master of Science, Operations Management
University of Phoenix 2006 — 2008
Bachelor of Science, Business Administration
Ryan K. Morris's BOK Financial Experience March 2008 - Present
Job Executive Director, Senior Commercial Banker at Chase
Industry Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
BOK Financial March 2008 - Present
Skills
Due Diligence, Leadership, Financial Analysis, Commercial Lending, Commercial Banking
Education
University of Missouri-Rolla 1990 — 1994
BS, Economics
JPMorgan Chase & Co. August 2015 - Present
BOK Financial March 2008 - Present
Skills
Due Diligence, Leadership, Financial Analysis, Commercial Lending, Commercial Banking
Education
University of Missouri-Rolla 1990 — 1994
BS, Economics
Caleb Whiteside, MBA's BOK Financial Experience November 2013 - Present
Job Institutional Investments at BOSC
Industry Financial Services
Experience
BOK Financial November 2013 - Present
Waste Management January 2013 - October 2013
Alltel October 2011 - January 2013
Alltel Wireless September 2009 - October 2011
Colliers-International June 2009 - August 2009
Skills
sales support, Sales Operations, Information Systems..., Customer Service, PowerPoint, Excel, Microsoft Office, Customer Relations, Team Leadership, Sales, Salesforce.com, Process Improvement, Leadership
Education
UALR 2009 — 2013
Master of Business Administration (M.B.A.), MBA
University of Arkansas at Fayetteville 2004 — 2008
BS, Business Management
BOK Financial November 2013 - Present
Waste Management January 2013 - October 2013
Alltel October 2011 - January 2013
Alltel Wireless September 2009 - October 2011
Colliers-International June 2009 - August 2009
Skills
sales support, Sales Operations, Information Systems..., Customer Service, PowerPoint, Excel, Microsoft Office, Customer Relations, Team Leadership, Sales, Salesforce.com, Process Improvement, Leadership
Education
UALR 2009 — 2013
Master of Business Administration (M.B.A.), MBA
University of Arkansas at Fayetteville 2004 — 2008
BS, Business Management
Clark Perkins's BOK Financial Experience 2001 - Present
Job SVP/Credit Risk Manager BOK Financial Corp.
Industry Banking
Experience
BOK Financial 2001 - Present
Skills
Credit, Credit Risk, Credit Analysis, Financial Risk, Underwriting, Commercial Banking, Management, Commercial Lending, Banking
Education
University of Oklahoma - Price College of Business
B.B.A., Finance
BOK Financial 2001 - Present
Skills
Credit, Credit Risk, Credit Analysis, Financial Risk, Underwriting, Commercial Banking, Management, Commercial Lending, Banking
Education
University of Oklahoma - Price College of Business
B.B.A., Finance
Galen Elliott's BOK Financial Experience Collection SupervisorChrysler Financail1988 - 1997
Job Asset Lending Control Manager at BOK Financial
Industry Banking
Experience
BOK Financial Collection SupervisorChrysler Financail1988 - 1997
Education
University of Central Oklahoma 1986 — 1988
BBA, Marketing
BOK Financial Collection SupervisorChrysler Financail1988 - 1997
Education
University of Central Oklahoma 1986 — 1988
BBA, Marketing
Sally Bushong-Schultz's BOK Financial Experience August 2006 - Present
Job Plan Compliance Consultant at BOK Financial
Industry Banking
Experience
BOK Financial August 2006 - Present
City of Tulsa February 2006 - August 2006
Beasley & Company April 1994 - October 2005
Skills
401k, Microsoft Excel, Microsoft Word, ASC Software, FT William Software, Relius
Education
Tulsa Community College 1979 — 1990
Associate's degree, Business Administration and Management, General
University of Oklahoma 1976 — 1979
BOK Financial August 2006 - Present
City of Tulsa February 2006 - August 2006
Beasley & Company April 1994 - October 2005
Skills
401k, Microsoft Excel, Microsoft Word, ASC Software, FT William Software, Relius
Education
Tulsa Community College 1979 — 1990
Associate's degree, Business Administration and Management, General
University of Oklahoma 1976 — 1979
Wendy Walls's BOK Financial Experience June 2015 - Present
Job Officer, Lending Support Specialist IV
Industry Banking
Experience
BOK Financial June 2015 - Present
BOK Financial 2009 - July 2015
GableGotwals 2006 - 2009
Riggs Abney Neal Turpen Orbison & Lewis Law Firm 2001 - 2006
Education
University of Tulsa 1999 — 2001
Post-Baccalaureate Certificate in Paralegal Studies, Legal Assistant/Paralegal
Tulsa Community College
Associate's degree, Business Administration and Management, General
BOK Financial June 2015 - Present
BOK Financial 2009 - July 2015
GableGotwals 2006 - 2009
Riggs Abney Neal Turpen Orbison & Lewis Law Firm 2001 - 2006
Education
University of Tulsa 1999 — 2001
Post-Baccalaureate Certificate in Paralegal Studies, Legal Assistant/Paralegal
Tulsa Community College
Associate's degree, Business Administration and Management, General
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank