Resumes
Resumes

Analyst, Client Advisory Team
View pageLocation:
Dallas, TX
Industry:
Financial Services
Work:
Tolleson Wealth Management
Analyst, Client Advisory Team
Bok Financial Jun 2018 - Sep 2019
Officer, Private Wealth Associate
Bok Financial Jul 2017 - Jun 2018
Wealth Management Act Associate
University of Oklahoma Nov 2015 - Nov 2016
Vice President of Finance
Bank of Oklahoma May 2016 - Aug 2016
In Coming Wealth Management Intern
Analyst, Client Advisory Team
Bok Financial Jun 2018 - Sep 2019
Officer, Private Wealth Associate
Bok Financial Jul 2017 - Jun 2018
Wealth Management Act Associate
University of Oklahoma Nov 2015 - Nov 2016
Vice President of Finance
Bank of Oklahoma May 2016 - Aug 2016
In Coming Wealth Management Intern
Education:
Parish Episcopal School 2011 - 2013
Skills:
Quickbooks
Microsoft Office
Microsoft Excel
Editing
Powerpoint
Project Management
Microsoft Word
Teamwork
Social Networking
Microsoft Office
Microsoft Excel
Editing
Powerpoint
Project Management
Microsoft Word
Teamwork
Social Networking
Languages:
English
Certifications:
Cfa Institute Investment Foundations