TULSA, Okla., Dec. 07, 2022 (GLOBE NEWSWIRE) — Carrie Clasen Porter has been named the brand new chief operations and administrative officer for BOK Monetary’s wealth administration division, efficient April 1, 2023.
On this function, Clasen Porter shall be answerable for guaranteeing that BOK Monetary Wealth Administration gives monetary professionals the newest know-how and highest-quality service to their purchasers. She is going to fill the function beforehand held by Mindy Mahaney, who will assume the place of chief danger officer within the new yr.
Clasen Porter started her profession with BOK Monetary in 2008. Most not too long ago she served as director of funding administration strategic initiatives.
“Not solely does Carrie have confirmed expertise in funding administration and strategic enterprise initiatives, she is a important and entrepreneurial thinker who’s enthusiastic about partaking with others to determine options or development alternatives,” stated Scott Grauer, BOK Monetary wealth government. “I’m assured that her management, confirmed expertise and experience shall be instrumental to the continued development of our wealth division.”
She graduated from Kansas State College with a twin diploma in finance and administration, and earned her MBA from the College of Missouri-Kansas Metropolis. She is a member of Management Tulsa, and serves as a board member and government committee member for Youth Companies of Tulsa. She beforehand served as vice chairman and board member for Palmer Continuum of Care.
“This function represents an incredible alternative to interact with colleagues to greatest make the most of know-how and the strengths of our wealth division to ship options that serve our purchasers and proceed transferring our division – and BOK Monetary – ahead,” stated Clasen Porter.
BOK Monetary Company is a $45 billion regional monetary providers firm headquartered in Tulsa, Oklahoma with $96 billion in property below administration and administration. The corporate’s inventory is publicly traded on NASDAQ below the International Choose market listings (BOKF). BOK Monetary Company’s holdings embrace BOKF, NA; BOK Monetary Securities, Inc., BOK Monetary Personal Wealth, Inc. and BOK Monetary Insurance coverage, Inc. BOKF, NA’s holdings embrace TransFund and Cavanal Hill Funding Administration, Inc. BOKF, NA operates banking divisions throughout eight states as: Financial institution of Albuquerque; Financial institution of Oklahoma; Financial institution of Texas; and BOK Monetary® in Arizona, Arkansas, Colorado, Kansas and Missouri; in addition to having restricted objective places of work in Nebraska, Wisconsin and Connecticut. By way of its subsidiaries, BOK Monetary Company supplies business and client banking, brokerage buying and selling, funding, belief and insurance coverage providers, mortgage origination and servicing, and an digital funds switch community. For extra data, go to www.bokf.com.
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