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Anna Taylor Email & Phone Number
Financial Planner I
at
BOK Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner I
Location
Tulsa, Oklahoma, United States
Company size
Who is Anna Taylor? Overview
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Quick answer
Anna Taylor is listed as Financial Planner I at BOK Financial, a company with 6604 employees, based in Tulsa, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Anna Taylor.
Anna Taylor previously worked as ACT Wealth Management Associate at Bok Financial and Teaching Assistant at Oklahoma State University. Anna Taylor holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Oklahoma State University.
Company email context
Email format at BOK Financial
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BOK Financial
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Profile bio
About Anna Taylor
Hi! My name is Anna Taylor, and I am a recently graduated Finance major from Oklahoma State University. I am currently working for Bank of Oklahoma in their Accelerated Career Track as a Wealth Management Associate. I look forward to connecting with you!
Current workplace
Anna Taylor's current company
Company context helps verify the profile and gives searchers a useful next step.
Bok Financial
4 roles
Anna Taylor work experience
A career timeline built from the work history available for this profile.
Act Wealth Management Associate
Current
Jul 2024 - Present
Teaching Assistant
- Assist professor by working with students on class assignments
- Teach students class material through study sessions and in-class assistance
Aug 2022 - May 2024
Financial Analyst
- Saved over 60 hours per month of company time by automating account reconciliation processes
- Facilitated growth in inter-company communication by coordinating projects
- Saved the company money by converting an Alteryx-based dashboard to Power BI
- Created visuals highlighting employees with outstanding material expenses, resulting in a decrease in outstanding expenses
May 2023 - Aug 2023
Team & coworkers
Colleagues at BOK Financial
Other employees you can reach at bokf.com. View company contacts for 6604 employees →
SM
Sam M.
Colleague at Bok Financial
Kansas City Metropolitan Area, United States
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AC
Ashlee Curry
Colleague at Bok Financial
Oklahoma City Metropolitan Area, United States
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AB
Aaron Bronson
Colleague at Bok Financial
Denver, Colorado, United States, United States
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AT
Amy Trotter
Colleague at Bok Financial
Oologah, Oklahoma, United States, United States
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MT
Michael Tranum
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
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AD
Aaron D.
Colleague at Bok Financial
Oklahoma City Metropolitan Area, United States
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RS
Ryan Senters
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
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RS
Rob Smith
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
NS
Nick Stewart
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
LR
Lorie Rubio
Colleague at Bok Financial
Denver, Colorado, United States, United States
View →
Sam M.
Colleague at Bok Financial
Kansas City Metropolitan Area, United States
View →
AC
Ashlee Curry
Colleague at Bok Financial
Oklahoma City Metropolitan Area, United States
View →
AB
Aaron Bronson
Colleague at Bok Financial
Denver, Colorado, United States, United States
View →
AT
Amy Trotter
Colleague at Bok Financial
Oologah, Oklahoma, United States, United States
View →
MT
Michael Tranum
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
AD
Aaron D.
Colleague at Bok Financial
Oklahoma City Metropolitan Area, United States
View →
RS
Ryan Senters
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
RS
Rob Smith
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
NS
Nick Stewart
Colleague at Bok Financial
Tulsa, Oklahoma, United States, United States
View →
LR
Lorie Rubio
Colleague at Bok Financial
Denver, Colorado, United States, United States
View →
1 education record
Anna Taylor education
FAQ
Frequently asked questions about Anna Taylor
Quick answers generated from the profile data available on this page.
What company does Anna Taylor work for?
Anna Taylor works for BOK Financial.
What is Anna Taylor's role at BOK Financial?
Anna Taylor is listed as Financial Planner I at BOK Financial.
Where is Anna Taylor based?
Anna Taylor is based in Tulsa, Oklahoma, United States while working with BOK Financial.
What companies has Anna Taylor worked for?
Anna Taylor has worked for Bok Financial, Oklahoma State University, and Phillips 66.
Who are Anna Taylor's colleagues at BOK Financial?
Anna Taylor's colleagues at BOK Financial include Sam M., Ashlee Curry, Aaron Bronson, Amy Trotter, and Michael Tranum.
How can I contact Anna Taylor?
You can use AeroLeads to view verified contact signals for Anna Taylor at BOK Financial, including work email, phone, and LinkedIn data when available.
What schools did Anna Taylor attend?
Anna Taylor holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Oklahoma State University.
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