Joe Crossley's Location
Oklahoma City, OK, US
Joe Crossley's Work
- President, CEO @ David Capital Partners, Inc.
- Certified Family Business Specialist (CFBS), Financial Services Professional @ MassMutual
- Manager, Marketing Assets @ Oklahoma City Thunder
- Operations Coordinator @ PGA of America
Joe Crossley's Education
- Graduate School of Banking at Colorado
(Banking)
2021 - 2023 - The American College of Financial Services
Certified Family Business Specialist
2014 - 2014 - Oklahoma State University
Bachelor of Business Administration (B.B.A.) (Marketing and International Business)
2003 - 2006
Joe Crossley's Skills
- Small Business
- Portfolio Management
- Strategic Financial Planning
- Estate Planning
- Series 63
- Securities
- Family Owned Business Succession
- Investments
- Social Media
- Business Analysis
Joe Crossley's Summary
Joe Crossley, based in Oklahoma City, OK, US, is currently a President, CEO at David Capital Partners, Inc., bringing experience from previous roles at MassMutual, Oklahoma City Thunder and PGA of America. Joe Crossley holds a 2021 - 2023 Graduate School of Banking at Colorado. With a robust skill set that includes Small Business, Portfolio Management, Strategic Financial Planning, Estate Planning, Series 63 and more, Joe Crossley contributes valuable insights to the industry. Joe Crossley has 4 emails on RocketReach.
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