Cavanal Hill Investment Management

Description

Address: 1 One Williams Ctr # 1, Tulsa, OK 74172 Phone: (918) 588-8688Category: Website: Hours: : : : : Place name: : : Website: https://cavanalhill.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cavanal Hill Investment Management Posting publicly on the Web Write a review Reviews 1 Google review

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Cavanal Hill Investment Management Employees

Employee
Years
Job
Industry
Ryan Kiernan Ryan Kiernan Denver, Colorado Details
Ryan Kiernan's Cavanal Hill Investment Management Experience November 2013 - May 2015
Job Vice President of Business Development at Caneel Bay Capital
Industry Venture Capital & Private Equity
Experience
Caneel Bay Capital   May 2015 - Present
Cavanal Hill Investment Management   November 2013 - May 2015
AXA Equitable  June 2011 - November 2013
Sun Life Financial  January 2009 - June 2011
The Hartford  June 2006 - November 2008

Education
University of Missouri-Columbia
Undergraduate

Matt Alley Matt Alley Tulsa, Oklahoma Area Details
Matt Alley's Cavanal Hill Investment Management Experience May 2012 - Present
Job Officer, Marketing Coordinator
Industry Investment Management
Experience
Cavanal Hill Investment Management   May 2012 - Present
BOK Financial  November 2011 - May 2012
BBVA Compass  December 2009 - November 2011

Skills
Series 6, Series 63, Life and Health, Wealth Management, Investments, Loans, Bonds, Uniform Combined State..., Mortgage Lending, Fixed Income, Banking, Finance, Marketing, Mutual Funds, Valuation

Education
Oklahoma State University   2004 — 2007
Bachelors, Marketing

Craig McQueen Craig McQueen Greater Denver Area Details
Craig McQueen's Cavanal Hill Investment Management Experience December 2013 - Present
Job Officer | Internal Sales at Cavanal Hill Investment Management
Industry Investment Management
Experience
Cavanal Hill Investment Management   December 2013 - Present
Dividend Capital Securities, LLC   January 2008 - November 2013
MassMutual Financial Group  February 2006 - December 2008
Cbeyond Communications  June 2005 - January 2006

Skills
Investments, Series 63, Series 7, Series 65, Alternative Investments, Insurance, Mutual Funds, Series 6, Salesforce.com, Marketing, Sales, Cold Calling, Management, Real Estate, Outside Sales, Strategic Prospecting, Client Development

Education
University of Denver   2002 — 2005
Degree: BSBA, Marketing

Bryn Athyn College   2001 — 2002
Business

Bryon Walker, CIMA®, AIF® Bryon Walker, CIMA®, AIF® West Palm Beach, Florida Area Details
Bryon Walker, CIMA®, AIF®'s Cavanal Hill Investment Management Experience 2008 - 2009
Job Regional Director at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management  August 2011 - Present
Guggenheim Investments  2009 - 2011
Cavanal Hill Investment Management   2008 - 2009
Victory Capital Management  2006 - 2008
UBS Wealth Management  1998 - 2006

Skills
ETFs, Mutual Funds

Education
Florida Atlantic University
BBA, Marketing

University of Florida

Jeffrey Hrabe Jeffrey Hrabe Kansas City, Missouri Area Details
Jeffrey Hrabe's Cavanal Hill Investment Management Experience November 2013 - Present
Job Regional Vice President of Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management   November 2013 - Present
Ivy Funds Distributor, Inc.   January 2012 - October 2013
Waddell & Reed  September 2009 - January 2012
Waddell & Reed  August 2007 - September 2009

Skills
Mutual Fund Wholesaling, Customer Service, Leadership, Account Management, Insurance, Management, Marketing

Education
University of Kansas
Bachelor of Science in Education, Major: Sports Science Minor: Business

Washburn University

Douglas Benton Douglas Benton Dallas/Fort Worth Area Details
Douglas Benton's Cavanal Hill Investment Management Experience June 2010 - Present
Job Vice President / Senior Municipal Credit Manager at CavanalHill
Industry Financial Services
Experience
Cavanal Hill Investment Management   June 2010 - Present
Moody's Investors Service  January 1999 - June 2010
Governmental Accounting Standards Board (GASB)   2003 - 2008
Federal Home Loan Bank of Dallas  June 1993 - December 1998
Price Waterhouse (now FTI Consulting)   June 1991 - June 1993
First City National Bank of Houston  January 1986 - August 1989

Skills
Bonds, Fixed Income, Public Finance, Credit Analysis, Portfolio Management, Municipal Bonds, Capital Markets, Investments, Ratings, Financial Analysis, Asset Managment, Fixed Income Analysis, Credit, Valuation, Financial Modeling, Structured Finance, Equities, Credit Risk, Securities, Securitization, Loans, Financial Structuring, Hedge Funds, Finance, Analysis, Asset Management

Education
Jones Graduate School of Business, Rice University   1989 — 1991
MBA, Accounting

Baylor University - Hankamer School of Business   1981 — 1985
BBA, Finance

Leslie Lukens Martin Leslie Lukens Martin United States Details
Leslie Lukens Martin's Cavanal Hill Investment Management Experience July 2011 - Present
Job Assistant Vice President/Senior Municipal Credit Analyst at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management   July 2011 - Present
Moody's Investors Service  September 2010 - July 2011
Moody's Investors Service  September 2008 - September 2010
McCombs School of Business, University of Texas   August 2006 - May 2008
Federal Reserve Bank of Dallas  June 2007 - August 2007
Municipal Advisory Council of Texas  2005 - 2006
Ewing Marion Kauffman Foundation  2004 - 2005
Welch Consulting  2003 - 2004

Skills
Public Finance, Credit Analysis, SAS, SPSS, Microsoft Excel, Stata, PowerPoint, Microsoft Word, Leadership, Event Planning, Policy Research, Data Analysis, Research, Financial Statement..., Municipal Bonds, Fixed Income, Bonds, Finance, Analysis, Portfolio Management, Economics, Financial Analysis

Education
The University of Texas at Austin   2006 — 2008
M.P.Aff., Policy, Economics

The University of Kansas   2000 — 2004
B.S., Economics, Business Administration

Jeffrey B. Carter Jeffrey B. Carter Tulsa, Oklahoma Area Details
Jeffrey B. Carter's Cavanal Hill Investment Management Experience July 2009 - Present
Job Junior Equity Analyst at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management   July 2009 - Present
J&B Coffeehouse   August 2008 - March 2009
Cuttone & Co.   June 2008 - July 2008

Education
Texas Tech University - Rawls College of Business   2003 — 2009
B.B.A., Finance

Melissa Adams, CIPM Melissa Adams, CIPM Tulsa, Oklahoma Area Details
Melissa Adams, CIPM's Cavanal Hill Investment Management Experience 1999 - Present
Job Manager of Investment Performance at Bank of Oklahoma
Industry Investment Management
Experience
Bank of Oklahoma  March 1999 - Present
Cavanal Hill Investment Management   1999 - Present
CommunityCare HMO  July 1998 - March 1999
Broken Arrow Public Schools  August 1996 - August 1998

Skills
Performance Measurement, Analysis, Investments, Customer Service, Wealth Management, Microsoft Excel, Management, Strategic Planning

Education
Oklahoma State University   1992 — 1996
B.S., Mathematics

Amber Raymon Amber Raymon Tulsa, Oklahoma Area Details
Amber Raymon's Cavanal Hill Investment Management Experience 2009 - July 2011
Job Director of Marketing, Commercial Division at BOK Financial
Industry Financial Services
Experience
BOK Financial  July 2011 - Present
Cavanal Hill Investment Management   2009 - July 2011
Bank of Oklahoma  October 2004 - February 2009
Blue Cross and Blue Shield of Oklahoma  1987 - 2004
The Tulsa Tribune  1984 - 1987

Skills
Change Management, Project Portfolio..., Marketing Management, Marketing, Marketing Strategy, Budget, Financial Services, Management, Wealth Management, Budgets, Business Analysis, Operations Management, Vendor Management, Banking, Project Management, Leadership, Process Improvement, IT Management, Risk Management, CRM, Portfolio Management, Team Building, Team Leadership, Analysis, Business Process..., Executive Management, Finance, Program Management, Sales, Strategy, Team Management

Education
University of Tulsa   1981 — 1984
Bachelor of Science, Communications/Journalism

Oklahoma State University   1994 — 2001
MBA, IT Management, Marketing

Vanderbilt University   2005 — 2006
Executive Graduate School of Bank Operations and Technology, Banking Operations and Technology

Thomas Verdel, CFA Thomas Verdel, CFA Tulsa, Oklahoma Details
Thomas Verdel, CFA's Cavanal Hill Investment Management Experience June 2013 - Present
Job SVP Senior Quantitative Equity Portfolio Manager
Industry Investment Management
Experience
Cavanal Hill Investment Management   June 2013 - Present
Cavanal Hill Investment Management   January 2004 - June 2013

Skills
Investments, Portfolio Management, Valuation, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Risk Management, Risk, Equities, Wealth Management, Asset Allocation, Investment Strategies, Forecasting, Strategic Planning, Equity Research, Quantitative Finance, Operations Management, Business Analysis, Analysis, Data Analysis, Derivatives, Securities, Business Strategy, Finance, Alternative Investments, Bloomberg, Credit, Financial Risk, Fixed Income

Education
University of Tulsa   2003 — 2005
MS, Finance

Yale University   2001 — 2003
MS, Electrical Engineering

Oklahoma State University   1996 — 2000
BS, Mathematics

Oklahoma State University   1996 — 2000
BS, Electrical Engineering

Brian Markey Brian Markey Dallas/Fort Worth Area Details
Brian Markey's Cavanal Hill Investment Management Experience June 2009 - Present
Job AVP National Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management   June 2009 - Present
Allstate Financial  June 2007 - March 2009
Invesco Ltd.  2004 - 2007
Guaranty Bank  2001 - 2004
Van Kampen  1998 - 2001
Van Kampen Investments  1996 - 1998

Education
The University of Texas at Austin   1988 — 1991
Bachelors, English

Keaton Hoppe Keaton Hoppe Dallas/Fort Worth Area Details
Keaton Hoppe's Cavanal Hill Investment Management Experience June 2013 - Present
Job Municipal Fixed Income Analyst at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management   June 2013 - Present
Moody's Investors Service  July 2010 - June 2013
Moody's Investors Service  May 2009 - July 2010
Austin College  June 2008 - May 2009

Skills
Financial Analysis, Fixed Income, Credit Analysis, Economics, Analysis, Public Finance, Research, Capital Markets, Valuation, Bonds, Portfolio Management, Bloomberg, Data Analysis

Education
Austin College   2005 — 2009
Bachelors of Arts, Economics, Business Administration

Bob Rezaee Bob Rezaee Austin, Texas Details
Bob Rezaee's Cavanal Hill Investment Management Experience June 2006 - December 2012
Job Principal & Portfolio Manager at Newmark Investment Management LLC
Industry Investment Management
Experience
Newmark Investment Management LLC   January 2013 - Present
Cavanal Hill Investment Management   June 2006 - December 2012
Columbus Capital Management LLP   2004 - 2006
McMorgan & Company  2003 - 2004
Montgomery Asset Management  1998 - 2003
RCM Capital Management  1993 - 1999
Gap Inc.  1988 - 1993

Skills
Investment Strategies, Equities, Portfolio Management, Asset Managment, Investments, Valuation, Hedge Funds, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Securities, Bloomberg, Finance, Asset Management, Equity Research

Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Russell Knox, CFA Russell Knox, CFA Tulsa, Oklahoma Area Details
Russell Knox, CFA's Cavanal Hill Investment Management Experience December 2005 - Present
Job Taxable Fixed Income Portfolio Manager at Cavanal Hill Investment Management
Industry Investment Management
Experience
Cavanal Hill Investment Management   December 2005 - Present
Oklahoma State University  February 2006 - May 2006
Oklahoma State University  August 2005 - December 2005
Citigroup Global Markets Inc.  June 2005 - August 2005
Oklahoma State University  August 2004 - May 2005

Skills
MAKING MONEY FOR MY..., BUYING CHEAP BONDS

Education
Oklahoma State University   2003 — 2005
MS, Quantitative Financial Economics

Oklahoma State University   2002 — 2003
BS, Finance