Senior Vice President, Institutional Sales - Western Us
Current- Lead business development efforts in investment management, full-service retirement plans, and asset services throughout Colorado, Arizona and the Western States.
- BOK Financial delivers custom-tailored solutions to critical business problems, including implementing or improving fiduciary investment processes; easing administrative burdens and costs of a retirement plan: and.
- Deliver institutional asset management, master trust and custody services to organizations.
- Support clients including traditional for-profit and professional service firms, non-profit organizations, endowments and foundations.