Assistant Vice President and Manager of Financial Planning and Analysis @ (February 2023 - July 2023)
Senior Financial Analyst @ Finance of America Companies (June 2021 - February 2023)
Managing Member @ Twin Oaks Asset Management, LLC (March 2016 - June 2021)
Financial Analyst @ (September 2012 - March 2016)
Full Time MBA Candidate Class of 2012 @ (August 2010 - May 2012)
Senior Consultant @ (January 2009 - August 2010)
Consultant @ (August 2006 - December 2008)
James Ocker Education
SMU 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 @ SMU 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.
Looking for a different James Ocker?
Find contact details for 700 million professionals.