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Philip Donald Mock
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Karriereverlauf von Philip Donald Mock
Ehemalige bekannte Positionen von Philip Donald Mock
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Trust Company of Oklahoma
![]() The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Portfolio Manager-Aktien | 01.01.2016 | 01.06.2022 |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - | - |
BOK Financial Securities, Inc.
![]() BOK Financial Securities, Inc. Investment Banks/BrokersFinance Founded in 1998, BOK Financial Securities, Inc. is an investment bank and full-service broker/dealer located in Tulsa, Oklahoma with additional offices in Oklahoma City, Dallas, Houston, Scottsdale, Arizona, Little Rock, Arkansas, Overland Park, Kansas, Albuquerque, New Mexico and Salt Lake City, Utah. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOSC specializes in public and municipal finance and private placements. They offer a variety of taxable and tax-free investment products including tax-exempt municipal bonds, U.S. Government securities, equity investments, mutual funds, tax-deferred annuities, self-directed IRAs, asset allocation programs, separately managed accounts (SMAs), fee-based brokerage accounts and hedging strategies. The firm's clients include individuals, corporations, government agencies, foundations, municipalities and institutions. | Corporate Officer/Principal | - | - |
Mariner Wealth Advisors-St. Louis LLC
![]() Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Corporate Officer/Principal | - | - |
Ausbildung von Philip Donald Mock
Oklahoma State University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Graduate Degree | 1 |
Sektoral
Finance | 4 |
Commercial Services | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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The Trust Company of Oklahoma
![]() The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Finance |
Mariner Wealth Advisors-St. Louis LLC
![]() Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Finance |
BOK Financial Securities, Inc.
![]() BOK Financial Securities, Inc. Investment Banks/BrokersFinance Founded in 1998, BOK Financial Securities, Inc. is an investment bank and full-service broker/dealer located in Tulsa, Oklahoma with additional offices in Oklahoma City, Dallas, Houston, Scottsdale, Arizona, Little Rock, Arkansas, Overland Park, Kansas, Albuquerque, New Mexico and Salt Lake City, Utah. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOSC specializes in public and municipal finance and private placements. They offer a variety of taxable and tax-free investment products including tax-exempt municipal bonds, U.S. Government securities, equity investments, mutual funds, tax-deferred annuities, self-directed IRAs, asset allocation programs, separately managed accounts (SMAs), fee-based brokerage accounts and hedging strategies. The firm's clients include individuals, corporations, government agencies, foundations, municipalities and institutions. | Finance |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
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