Ron Burke Email & Phone Number
Region Director | Senior Vice President, Oklahoma City @ Trust Company of Oklahoma
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Ron Burke Location
- Oklahoma City, OK, US
Ron Burke Work
- 2026 -now Region Director | Executive Vice President | Board of Directors @
- 2019 -now Region Director | Senior Vice President, Oklahoma City @
- 2015 -2026 Board Member @ Oklahoma City Estate Planning Council
- 2012 -2019 SVP, Trust Officer @
- 2005 -2012 Business Development Director @
- 2003 -2005 Brokerage Manager, Disability Income Specialist @
- 1995 -2003 VP, Oklahoma City Manager @
- 1993 -1995 VP, Financial Consultant @
- 1990 -1993 Financial Advisor and Training Manager @
- 1988 -1990 Senior Credit Analyst @
Ron Burke Education
- The American College of Financial Services
CTFA Certified Trust & Financial Advisor
- The American College of Financial Services
CAP® Chartered Advisor in Philanthropy
- College for Financial Planning
CMFC® Chartered Mutual Fund Counselor
- College for Financial Planning
CFP® Certified Financial Planner
- Oklahoma State University
Bachelor of Science (B.S.) (Finance)
- Putnam City North High School
Ron Burke Skills
- Credit
- Valuation
- Investments
- Risk Management
- Financial Analysis
- Mutual Funds
- Asset Management
- Securities
- Retirement
- Banking
- Loans
- Financial Advisory
- Private Banking
- Finance
- Due Diligence
- Life Insurance
- Portfolio Management
- Asset Allocation
- Disability Insurance
- Retirement Planning
- Strategic Financial Planning
- Alternative Investments
- Strategic Financial
- Financial Risk
- Small Business
- Underwriting
- Leadership
- Trust Services
- Planning
- Financial Planning
- Wealth
- Estate Planning
- Wealth Management
- Investment Advisory
- Wealth Management Services
- Microsoft Excel
- Equities
- Financial Services
- Relationship Management
- Marketing
- Personal Trust Administration
- Personal Financial Planning
Ron Burke Summary
- Ron Burke, based in Oklahoma City, OK, US, is currently a Region Director | Senior Vice President, Oklahoma City at Trust Company of Oklahoma. Ron Burke brings experience from previous roles at Trust Company of Oklahoma, Oklahoma City Estate Planning Council, BOK Financial and First Financial Network. Ron Burke holds a CTFA Certified Trust & Financial Advisor @ The American College of Financial Services. With a robust skill set that includes Credit, Valuation, Investments, Risk Management, Financial Analysis and more. Ron Burke has 3 emails and 5 mobile phone numbers on RocketReach.
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