Carrie Porter

Carrie Porter Work

Chief Operating Officer, Wealth Management

@ BOK Financial

SVP, Director, Investment Management Strategic Initiatives

@ BOK Financial

SVP, Manager of Research and Due Diligence

@ BOK Financial

Carrie Porter Education

2003 - 2006 MBA in Finance

University of Missouri-Kansas City
1997 - 2002 Bachelor of Science (BS) in Finance, General

Kansas State University

Carrie Porter Skills

Series 7InvestmentsPortfolio ManagementAlternative InvestmentsAsset ManagmentAsset Allocation401kAsset ManagementCreditEquitiesFinancial AdvisoryFinancial MarketsFinancial ServicesMutual FundsWealth ManagementBusiness DevelopmentStrategic PlanningMicrosoft ExcelMarketingDue DiligenceResearchAnalysis

Carrie Porter Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Carrie Porter work?

Carrie Porter currently works at BOK Financial as Carrie Porter - Chief Operating Officer, Wealth Management at BOK Financial.

Where is Carrie Porter located?

Carrie Porter is based in OK.

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