David Oakes Location
- Oklahoma City, OK, US
David Oakes Work
- now Financial Services Professional @ Executive Financial Group
- 2025 - now VP of Lending @
- 2021 - now VP Indirect Lending @
- 2018 - 2019 Director of Finance @
- 2015 - 2018 Director of Finance @
- 2014 - 2014 Director of Finance @ Bob Moore Porsche Audi of Oklahoma City
David Oakes Skills
- Portfolio Management
- Credit Analysis
- Microsoft Office
- Customer Service
- Risk Management
- Credit
- Banking
- Microsoft Excel
- Buy-Sell
- Knowledge Acquisition
- Financial Advisory
- Loans
- Underwriting
- Supervisory Skills
- Professional Skills
- Loans Administration
- Credit Unions
- Retirement Planning
- Fixed Annuities
- Investments
- Mutual Funds
- Wealth Management
- Series 7
- Retirement
- PowerPoint
- Budgets
- Project Management
- Financial Reporting
- Microsoft Word
David Oakes Summary
- David Oakes, based in Oklahoma City, OK, US, is currently a Financial Services Professional at Executive Financial Group. David Oakes brings experience from previous roles at Communication Federal Credit Union, Jackie Cooper BMW and Reynolds Ford Lincoln of Edmond. With a robust skill set that includes Portfolio Management, Credit Analysis, Microsoft Office, Customer Service, Risk Management and more. David Oakes has 2 emails on RocketReach.
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