Steve Winkler, Cfa

Steve Winkler, Cfa Email and Phone Number

Senior Vice President, Trust Investment Officer at BancFirst @ CFA Society Oklahoma
Steve Winkler, Cfa's Location
Oklahoma City Metropolitan Area, United States
Steve Winkler, Cfa's Contact Details

Steve Winkler, Cfa work email

Steve Winkler, Cfa personal email

About Steve Winkler, Cfa

Steve Winkler, Cfa is a Senior Vice President, Trust Investment Officer at BancFirst at CFA Society Oklahoma. He possess expertise in portfolio management, investments, financial analysis, investment strategies, finance and 20 more skills.

Steve Winkler, Cfa's Current Company Details
CFA Society Oklahoma

Cfa Society Oklahoma

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Senior Vice President, Trust Investment Officer at BancFirst
Steve Winkler, Cfa Work Experience Details
  • Cfa Society Oklahoma
    University Relations Chair
    Cfa Society Oklahoma Jul 2020 - Present
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  • Cfa Society Oklahoma
    Board Member And Officer
    Cfa Society Oklahoma Jul 2013 - Jun 2020
    Oklahoma
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  • Bancfirst
    Senior Vice President, Trust Investment Officer
    Bancfirst Dec 2019 - Present
    Oklahoma City, Oklahoma Area
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  • Bancfirst
    Vice President, Trust Investment Officer
    Bancfirst Sep 2007 - Dec 2019
    Oklahoma City, Oklahoma Area
    • I have earned the Chartered Financial Analyst (CFA) designation. • Manage the investment in marketable securities for client accounts including traditional trust accounts, non-profit foundations, individual agency accounts, IRAs, et al.• Develop, review and modify both long-term strategic and opportunistic tactical investment strategies applicable to all discretionary clients• Create analysis and presentations for current and prospective clients addressing: - Current portfolio strategies and asset allocations - Market conditions - Monte Carlo simulations of future portfolio value - Retirement and succession strategies
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  • Catholic Foundation Of Oklahoma
    Executive Board Member
    Catholic Foundation Of Oklahoma Nov 2017 - Present
    Oklahoma City
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  • The Oklahoma Publishing Company
    Senior Financial Analyst
    The Oklahoma Publishing Company Mar 2002 - Aug 2007

Steve Winkler, Cfa Skills

Portfolio Management Investments Financial Analysis Investment Strategies Finance Securities Analysis Accounting Risk Management Asset Allocation Retirement Management Financial Planning Banking Strategy Strategic Planning Strategic Financial Planning Financial Modeling Asset Management Analytical Skills Valuation Microsoft Excel Credit Due Diligence Retirement Planning

Steve Winkler, Cfa Education Details

Frequently Asked Questions about Steve Winkler, Cfa

What company does Steve Winkler, Cfa work for?

Steve Winkler, Cfa works for Cfa Society Oklahoma

What is Steve Winkler, Cfa's role at the current company?

Steve Winkler, Cfa's current role is Senior Vice President, Trust Investment Officer at BancFirst.

What is Steve Winkler, Cfa's email address?

Steve Winkler, Cfa's email address is sw****@****ail.com

What is Steve Winkler, Cfa's direct phone number?

Steve Winkler, Cfa's direct phone number is +140582*****

What schools did Steve Winkler, Cfa attend?

Steve Winkler, Cfa attended University Of Oklahoma - Price College Of Business, University Of Oklahoma.

What skills is Steve Winkler, Cfa known for?

Steve Winkler, Cfa has skills like Portfolio Management, Investments, Financial Analysis, Investment Strategies, Finance, Securities, Analysis, Accounting, Risk Management, Asset Allocation, Retirement, Management.

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