Jean Kates, CTFA

Client Service Manager at Full Sail Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Edmond, Oklahoma, United States, US
Skills

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Bio

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Experience

  • Full Sail Capital
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Service Manager
      • Jun 2018 - Present

  • Trust Company of Oklahoma
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Vice President
      • Nov 2014 - Feb 2018

    • Trust Officer
      • Nov 2012 - Oct 2014

    • Trust Administrative Assistant
      • Mar 2011 - Oct 2012

  • Arvest Bank
    • Banking
    • 700 & Above Employee
    • Financial Analyst
      • Oct 2000 - Mar 2011

      Commercial Lending Assistant from October 2000 until March 2008. Financial Analyst from March 2008 until March 2011. Commercial Lending Assistant from October 2000 until March 2008. Financial Analyst from March 2008 until March 2011.

Education

  • University of Central Oklahoma
    Bachelor, Finance
    2003 - 2007

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