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James Ocker Location
Dallas, TX, US
James Ocker Work
2023 -now Vice President, Financial Planning and Analysis @
2023 -2023 Assistant Vice President and Manager of Financial Planning and Analysis @
2021 -2023 Senior Financial Analyst @
2016 -2021 Managing Member @ Twin Oaks Asset Management, LLC
2012 -2016 Financial Analyst @
2010 -2012 Full Time MBA Candidate Class of 2012 @
2009 -2010 Senior Consultant @
2006 -2008 Consultant @
James Ocker Education
Southern Methodist University - Cox School of Business
MBA (Accounting & Finance)
2010-2012
University of Oklahoma - Price College of Business
Bachelor (Finance)
2001-2006
James Ocker Skills
Financial Modeling
Financial Analysis
Analysis
Data Analysis
Finance
Due Diligence
Portfolio Management
Strategic Planning
Venture Capital
Valuation
Corporate Finance
Strategic Financial Planning
Bloomberg
Forecasting
Services
Financial Services
James Ocker Summary
James Ocker, based in Dallas, TX, US, is currently a Vice President, Financial Planning and Analysis at Texas Security Bank. James Ocker brings experience from previous roles at Texas Security Bank, Finance of America Companies, Twin Oaks Asset Management, LLC and Southwest Securities, Inc.. James Ocker holds a 2010 - 2012 MBA in Accounting & Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Financial Modeling, Financial Analysis, Analysis, Data Analysis, Finance and more. James Ocker has 2 emails and 1 mobile phone numbers on RocketReach.
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