Greg Carlin Email & Phone Number
Private Wealth Advisor @ BOK Financial
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Greg Carlin Location
- Denver, CO, US
Greg Carlin Work
- 2019 -now Private Wealth Advisor @
- 2013 -2019 Wealth Advisory (Associate VP, Vice President) @
- 2011 -2013 Client Advisory (Assistant VP) @
- 2011 -2011 Associate, Advisor Services @
- 2008 -2010 Client Advisor @
Greg Carlin Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.) (Finance, Entrepreneurship)
2016-2018 - University of Virginia
Bachelor of Arts - BA
2004-2008
Greg Carlin Skills
- Wealth Management
- Asset Management
- Portfolio Management
- Asset Allocation
- Equities
- Financial Analysis
- Management
- Investments
- Finance
Greg Carlin Summary
- Greg Carlin, based in Denver, CO, US, is currently a Private Wealth Advisor at BOK Financial. Greg Carlin brings experience from previous roles at Bessemer Trust, Charles Schwab and Elderlife Financial Services. Greg Carlin holds a 2016 - 2018 Master of Business Administration (M.B.A.) in Finance, Entrepreneurship @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Equities and more. Greg Carlin has 2 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
Derek Martin
Chief Information Officer
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
Sue Hermann
Chief Marketing Officer
Denver, CO, US
Chris Rollmann
Senior Vice President, Healthcare Banking
Tulsa, OK, US
Mike Rogers
Chief Accounting Officer (CAO)
Tulsa, OK, US
Shannon Lambert-Habermehl
COO, Commercial Banking
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