Will Ihloff Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Tulsa, Oklahoma

Tulsa, Oklahoma Area

Perform Investor Relations role including creation and validation of SEC related Investor Call presentations and documentation. Facilitate interaction of current and potential investors with available data or corporate representative.Monitor and streamline corporate Credit process for corporate counterparties. Included spreading financials, communicating with counterparty representatives to achieve increased clarity of financial position, streamline monthly monitoring process and provide recommendation for counterparty Credit limits to executives.Assist Treasury analysts with streamlining processes in order to provide more timely cash flow reporting and daily cash flow monitoring to executives.

Commerical banking and relationship development. Arvest Bank also specializes in asset management, cash management and mortgage services.

Tulsa, Oklahoma Area

Passed Series 7 and Series 66 licensing tests on first attempt with highest score in branch class.Honored to accept analyst and asset gathering position with the Graves Team- the highest producing advisory group in Oklahoma Morgan Stanley Smith Barney Complex.Skilled in identifying client needs and formulating thorough plans for managing cash flow to provide the highest levels of investment and net worth enhancement.Thorough understanding of financial analysis and reporting.Successfully implemented several marketing campaigns generating dozens of new, high net worth clients.Responsible for developing new client relationships and fostering those relationships into revenue production.

Responsible for budgeting and cash flow management of multiple locations and corporate entities.Drove corporate expansion strategy that increased overall revenue by 294% while maintain operating margins.Worked daily to achieve monthly and annual revenue targets and surpass team goals.Worked closely with banking relationships by composing and providing thorough documentation, maintaining great relationships and open communication while securing loans, lines of credit, etc., for business growth.