Carrie Porter Email & Phone Number
Chief Operating Officer, Wealth Management @ BOK Financial
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Carrie Porter Location
- Tulsa, OK, US
Carrie Porter Work
- 2023 -now Chief Operating Officer, Wealth Management @
- 2019 -2023 SVP, Director, Investment Management Strategic Initiatives @
- 2008 -2019 SVP, Manager of Research and Due Diligence @
- 2005 -2007 Product Manager @
- 2005 -2007 Product Manager @
- 2002 -2005 Senior Analyst @
Carrie Porter Education
- University of Missouri-Kansas City
MBA (Finance)
2003-2006 - Kansas State University
Bachelor of Science (BS) (Finance, General)
1997-2002
Carrie Porter Skills
- Series 7
- Investments
- Portfolio Management
- Alternative Investments
- Asset Managment
- Asset Allocation
- 401k
- Asset Management
- Credit
- Equities
- Financial Advisory
- Financial Markets
- Financial Services
- Mutual Funds
- Wealth Management
- Business Development
- Strategic Planning
- Microsoft Excel
- Marketing
- Due Diligence
- Research
- Analysis
Carrie Porter Summary
- Carrie Porter, based in Tulsa, OK, US, is currently a Chief Operating Officer, Wealth Management at BOK Financial. Carrie Porter brings experience from previous roles at BOK Financial, Waddell & Reed, Inc. and Ivy Funds. Carrie Porter holds a 2003 - 2006 MBA in Finance @ University of Missouri-Kansas City. With a robust skill set that includes Series 7, Investments, Portfolio Management, Alternative Investments, Asset Managment and more. Carrie Porter has 2 emails and 2 mobile phone numbers on RocketReach.
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