AeroLeads people directory · profile
Kevin Bell, Cfa Email & Phone Number
Senior Investment Manager
at
BOK Financial
1 work email found
@bokf.com
1 phone found area 760
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Manager
Location
Denver, Colorado, United States
Company size
Who is Kevin Bell, Cfa? Overview
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Quick answer
Kevin Bell, Cfa is listed as Senior Investment Manager at BOK Financial, a with 6604 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at bokf.com, phone signal with area code 760, and a matched LinkedIn profile for Kevin Bell, Cfa.
Kevin Bell, Cfa previously worked as Portfolio Manager III at Bok Financial and Senior Trader - Institutional Mutual Funds at Charles Schwab. Kevin Bell, Cfa holds Master'S Degree, Quantitative Finance from University Of Colorado Denver.
Company email context
Email format at BOK Financial
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*@bokf.com
71% confidence
AeroLeads found 1 current-domain work email signal for Kevin Bell, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kevin Bell, Cfa
Seasoned stock broker, analyst, leader, planner and executor. Through years of advancing in the financial industry I have developed mastery in the following areas:• Capital markets• Modern portfolio theory• Market/trend analysis• Corporate financial modeling/revenue forecasting• Monte Carlo analysis• Trading systems and software• Corporate project management• Equities, derivatives and fixed income• High net worth client relationships• SQL, HTML5, VBAMy top five strengths are:• Futuristic - always planning ahead• Maximizer - If it can be quantified, I can maximize its efficiency• Learner - I love to teach myself and I love to teach others• Discipline - financial success relies on self control• Empathy - a key to managing relationships
Listed skills include Financial Analysis, Financial Modeling, Market Research, Project Management, and 17 others.
Current workplace
Kevin Bell, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Bok Financial
5 roles
Kevin Bell, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager Iii
Senior Trader - Institutional Mutual Funds
• Expert on all matters pertaining to mutual fund trading including wholesale relationships, portfolio management, operating expenses and industry competition• Responsible for servicing our highest net-worth advisory clients• Managing over $1 billion in average daily trade volume• Project management with offshore development teams on various initiatives
Jun 2014 - Sep 2019
Senior Associate - Equities & Options
• Exceeded management expectations and received promotion each year of tenure• Remotely managed team projects across Austin, Phoenix, Denver and Indianapolis• Facilitated training for new hires and broker-trainees• Developed reporting system to consolidate, analyze and forecast trends in employee performance
Oct 2010 - Jul 2013
Mathematics Teacher
Modesto City Schools
Middle School mathematics teacher• Created lesson plans for multiple subjects• Managed relationships with parents, students and administrators
Aug 2005 - Aug 2009
Team & coworkers
Colleagues at BOK Financial
Other employees you can reach at bokf.com. View company contacts for 6604 employees →
DS
Dileymis Soto
Colleague at Bok FinancialHouston, Texas, United States
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BE
Braden Edmonds
Colleague at Bok FinancialTulsa, Oklahoma, United States
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AB
Amanda Bourgeois
Colleague at Bok FinancialFort Worth, Texas, United States
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KB
Katie Brauner-Beausoleil
Colleague at Bok FinancialBroken Arrow, Oklahoma, United States
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BB
Barrett Benton
Colleague at Bok FinancialTulsa Metropolitan Area, United States
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JS
Jordynn Smith
Colleague at Bok FinancialTulsa, Oklahoma, United States
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ML
Melissa Lord
Colleague at Bok FinancialTulsa Metropolitan Area, United States
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JB
Joe Beasley
Colleague at Bok FinancialTopeka, Kansas, United States
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QK
Quinzetta Kim
Colleague at Bok FinancialTulsa Metropolitan Area, United States
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AG
Ajay Ganju, Cfa
Colleague at Bok FinancialMilwaukee, Wisconsin, United States
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Dileymis Soto
Colleague at Bok FinancialHouston, Texas, United States
View →
BE
Braden Edmonds
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
AB
Amanda Bourgeois
Colleague at Bok FinancialFort Worth, Texas, United States
View →
KB
Katie Brauner-Beausoleil
Colleague at Bok FinancialBroken Arrow, Oklahoma, United States
View →
BB
Barrett Benton
Colleague at Bok FinancialTulsa Metropolitan Area, United States
View →
JS
Jordynn Smith
Colleague at Bok FinancialTulsa, Oklahoma, United States
View →
ML
Melissa Lord
Colleague at Bok FinancialTulsa Metropolitan Area, United States
View →
JB
Joe Beasley
Colleague at Bok FinancialTopeka, Kansas, United States
View →
QK
Quinzetta Kim
Colleague at Bok FinancialTulsa Metropolitan Area, United States
View →
AG
Ajay Ganju, Cfa
Colleague at Bok FinancialMilwaukee, Wisconsin, United States
View →
2 education records
Kevin Bell, Cfa education
Master'S Degree, Quantitative Finance
Bachelor'S Degree, Mathematics
FAQ
Frequently asked questions about Kevin Bell, Cfa
Quick answers generated from the profile data available on this page.
What company does Kevin Bell, Cfa work for?
Kevin Bell, Cfa works for BOK Financial.
What is Kevin Bell, Cfa's role at BOK Financial?
Kevin Bell, Cfa is listed as Senior Investment Manager at BOK Financial.
What is Kevin Bell, Cfa's email address?
AeroLeads has found 1 work email signal at @bokf.com for Kevin Bell, Cfa at BOK Financial.
What is Kevin Bell, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 760 for Kevin Bell, Cfa at BOK Financial.
Where is Kevin Bell, Cfa based?
Kevin Bell, Cfa is based in Denver, Colorado, United States while working with BOK Financial.
What companies has Kevin Bell, Cfa worked for?
Kevin Bell, Cfa has worked for Bok Financial, Charles Schwab, and Modesto City Schools.
Who are Kevin Bell, Cfa's colleagues at BOK Financial?
Kevin Bell, Cfa's colleagues at BOK Financial include Dileymis Soto, Braden Edmonds, Amanda Bourgeois, Katie Brauner-Beausoleil, and Barrett Benton.
How can I contact Kevin Bell, Cfa?
You can use AeroLeads to view verified contact signals for Kevin Bell, Cfa at BOK Financial, including work email, phone, and LinkedIn data when available.
What schools did Kevin Bell, Cfa attend?
Kevin Bell, Cfa holds Master'S Degree, Quantitative Finance from University Of Colorado Denver.
What skills is Kevin Bell, Cfa known for?
Kevin Bell, Cfa is listed with skills including Financial Analysis, Financial Modeling, Market Research, Project Management, Microsoft Office, Account Management, Team Leadership, and Team Building.
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