See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

CC

Clint Dishman, Cfa

SVP - Director, Strategic Investment Advisors at BOK Financial
Intro Book
Experienced finance expert with 25 years of experience in equities, wealth management, and valuation.
  • Claim this Profile
Location
Tulsa, Oklahoma, United States, US
Skills
  • Equities
  • Wealth Management
  • Valuation
  • Analysis
  • Accounting
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Clint Dishman, CFA, is a seasoned finance professional with 25 years of experience in equities, wealth management, and valuation. He has held senior roles at BOK Financial, First State Financial, and Coopers &¼ Lybrand. Clint holds an MBA from the University of Tulsa and a BSBA in Finance and Accounting.

Credentials

  • Blockchain and Cryptocurrencies: Technologies, Strategic Applications, And Emerging Trends
    Emeritus
    Feb, 2023
    - Apr, 2026

Experience

  • BOK Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • SVP - Director, Strategic Investment Advisors
      • Oct 2008 - Present

    • SVP - Senior Portfolio Manager / Market Manager
      • Jul 2004 - Oct 2008

  • First State Financial, Inc.
    • Director of Research
      • 1999 - 2004

      Responsible for leading the research, valuation and analysis of equities utilized in client portfolios.

  • CIS Technologies / National Data Corporation
    • Director of Finance / Controller
      • 1995 - 1999

      Provided financial leadership with regards to accounting, financing and reporting for CIS Technologies/NDC Health.

  • Coopers & Lybrand
    • Senior Associate
      • 1992 - 1995

      Planned, coordinated, and managed financial audit and consulting engagements for a variety of publicly and privately held companies.

Education

  • 1996 - 1997
    University of Tulsa
    Master of Business Administration (MBA)
  • 1989 - 1992
    The University of Tulsa
    BSBA, Finance and Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles