Brad Perry Email & Phone Number
Senior Vice President - Private Wealth Market Manager @ BOK Financial
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Brad Perry Location
- Topeka, KS, US
Brad Perry Work
- Senior Vice President - Private Wealth Market Manager @ (August 2018 - Present)
- Regional Manager and Wealth Advisor @ (March 2003 - September 2015)
- Trust Officer @ (January 2002 - March 2003)
- Financial Advisor @ (June 1997 - January 2002)
- National Sales Manager @ M-C Industries, Inc.; Mark-Clark Medical Products Division (March 1995 - May 1997)
- Regional Sales Manager @ M-C Industries, Inc.; Polo Plastics Division (October 1988 - March 1995)
Brad Perry Education
- University of Kansas
Bachelor of Science (B.S.) (Phi Delta Theta Fraternity)
1984-1988
Brad Perry Skills
- Strategic Planning
- Small Business Lending
- Commercial Banking
- Commercial Lending
- Wealth Management
- Wealth
- Loans
- Insurance
- Management
- Financial Analysis
- Public Speaking
- Marketing
- Consumer Lending
- Customer Service
- Sales
- Risk Management
- Underwriting
- Investments
- New Business Development
- Portfolio Management
- Finance
- Strategy
- Microsoft Excel
- Project Management
- Leadership
- Business Development
Brad Perry Summary
- Brad Perry, based in Topeka, KS, US, is currently a Senior Vice President - Private Wealth Market Manager at BOK Financial. Brad Perry brings experience from previous roles at INTRUST Bank, CoreFirst Bank & Trust, WACHOVIA SECURITIES and M-C Industries, Inc.; Mark-Clark Medical Products Division. Brad Perry holds a 1984 - 1988 Bachelor of Science (B.S.) in Phi Delta Theta Fraternity @ University of Kansas. With a robust skill set that includes Strategic Planning, Small Business Lending, Commercial Banking, Commercial Lending, Wealth Management and more. Brad Perry has 3 emails and 1 mobile phone numbers on RocketReach.
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Top BOK Financial Employees
Carrie Porter
Chief Operating Officer, Wealth Management
Tulsa, OK, US
David Jeter
EVP Executive Director Commercial Banking
Tulsa, OK, US
Greg Wheeler
President, Oklahoma City Market
Oklahoma City, OK, US
Rebecca Keesling
EVP, Chief Auditor
Tulsa, OK, US
Stacy Kymes
President and Chief Executive Officer
Tulsa, OK, US
Lisa Albers
Senior Vice President
Tulsa, OK, US
Brett Dean
President, BOK Financial Securities, Inc.
Oklahoma City, OK, US
Thomas Hay
Chief Operating Officer, Consumer Banking
Broken Arrow, OK, US
Brad Vincent
Executive Vice President
Tulsa, OK, US
Mike Rogers
Chief Accounting Officer (CAO)
Tulsa, OK, US
Shannon Lambert-Habermehl
COO, Commercial Banking
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