2013 -2014 Senior Director - Integris Foundation @
2006 -2013 Financial Advisor @
2004 -2006 Director of Foundation Advancement @
1998 -2004 Director of Major Gifts @
1995 -1998 Special Programs Coordinator - Neighborhood Longhorns - Office of the President @
Evan Walter Education
William & Mary 2004-2004
University of Texas
Bachelor Of Arts (Biology, Japanese)
1994-1998
The University of Texas 1998
TMI - The Episcopal School of Texas 1989-1994
Tmi — The Episcopal School Of Texas 1994
Evan Walter Skills
Financial Analysis
Microsoft Excel
Project Planning
Leadership
Estate Planning
Team Building
Annual Giving
Public Speaking
Wealth Preservation Planning
Philanthropy
Executive Management
Liability Management
Retirement Planning
Intergenerational Wealth Transfer
Business Networking
Portfolio Management
Business Development
Investments
Mentoring Development Officers
Planned Giving
Mentoring
Finance
Business Operations
Strategic Planning
Fundraising
Asset Allocation
Investment Advisory
Wealth Management
Charitable Gift Planning
Management Consulting
Strategic Financial Planning
Risk Management
Marketing
Nonprofits
Training
Budgets
Small Business
Capital Campaign Management
Non Profit Foundation Management
Analysis
Executive Coaching
Wealth Accumulation Strategies
Evan Walter Summary
Evan Walter, based in Oklahoma City, OK, US, is currently a Senior Vice President - Institutional Wealth at Bok Financial. Evan Walter brings experience from previous roles at Bok Financial, Crossfit 405, Casady School and Integris Health. Evan Walter holds a 2004 - 2004 William & Mary. With a robust skill set that includes Financial Analysis, Microsoft Excel, Project Planning, Leadership, Estate Planning and more. Evan Walter has 5 emails and 2 mobile phone numbers on RocketReach.
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