Cavanal Hill Investment Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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