1998 -2018 Senior Vice President | Client Advisor @ BOK Financial Securities
2009 -2010 Adjunct Professor @
1996 -1998 Associate Vice President, Sales @ Morgan Keegan & Company
1988 -1996 Senior Vice President @ Llama Company
1988 -1993 Associate Vice President, Municipal Finance @ Llama Company
1982 -1987 Accountant @ Nabob Operating Company, Inc.
Vickie Wise Education
Southern Methodist University
Certificate Program in Financial Planning (Financial Planning)
2005-2007
University of Arkansas
Bachelor of Science (BS) (Finance and Financial Management Services)
Tulsa Junior College
Vickie Wise Skills
Life Insurance
Long Term Care Insurance
Disability Insurance
Fixed Annuities
Income Protection
Retirement Planning
Estate Planning
Charitable Trusts
Sustainable Business Strategies
Account Management
Financial Accounting
Financial Analysis
Strategic Financial Planning
Investments
Risk Management
Finance
Portfolio Management
Wealth Management
Leadership
Financial Advisory
Strategic Planning
Research
Nonprofits
Wealth Management Services
Planning
Sales
Services
Higher Education
Financial Planning
Public Speaking
Microsoft Office
Vickie Wise Summary
Vickie Wise, based in Dallas, TX, US, is currently a Senior Vice President, Financial Advisor at Hilltop Securities Inc.. Vickie Wise brings experience from previous roles at BOK Financial Securities, Southern Methodist University, Morgan Keegan & Company and Llama Company. Vickie Wise holds a 2005 - 2007 Certificate Program in Financial Planning in Financial Planning @ Southern Methodist University. With a robust skill set that includes Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Income Protection and more. Vickie Wise has 2 emails and 2 mobile phone numbers on RocketReach.
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