Mindy Mahaney

Professional at BOK Financial Securities, Inc.

Mindy Mahaney

Mindy Mahaney

Professional at BOK Financial Securities, Inc.

Biography

Mindy Mahaney is on the board of Oklahoma Medical Research Foundation.

Overview
Career Highlights

CoBiz Wealth LLC

RelSci Relationships

904

Number of Boards

5

Relationships
RelSci Relationships are individuals Mindy Mahaney likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Oklahoma Stat at Big Twelve Conference, Inc.

Relationship likelihood: Strong

Senior Vice President, BOK Financial Advisors, Chief Executive Officer Private Bank Management at BOK Financial Securities, Inc.

Relationship likelihood: Strong

Director at Oklahoma Medical Research Foundation

Relationship likelihood: Strong

Director at Oklahoma Medical Research Foundation

Relationship likelihood: Strong

Director at Oklahoma Medical Research Foundation

Relationship likelihood: Strong

Former Chair, City-Wide Campaign at United Way of Central Oklahoma

Relationship likelihood: Strong

Former Vice Chairman at Morningcrest Healthcare Foundation

Relationship likelihood: Strong

President at Caprock Pipeline Company

Relationship likelihood: Strong

Executive Vice President & Chief Credit Officer at BOK Financial Corporation

Relationship likelihood: Strong

Vice President-Clinical Affairs at Oklahoma Medical Research Foundation

Relationship likelihood: Strong

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Mindy Mahaney
Professional at BOK Financial Securities, Inc.
Career History
Professional
2014 - Current

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.

Senior Business Group Controller
Tenure Unconfirmed

BOKF's investment management process focuses on preserving, enhancing and transferring wealth and on meeting each client's specific financial objectives. The firm is an open architecture entity that utilizes a variety of investment managers and strategies. BOKF invests in equities, fixed-income and alternative investments. Investments may be implemented through the use of individual securities or mutual funds. The firm also offers alternative investments through hedge fund, real estate and commodity managers.

Chief Operating Officer
2018 - Prior

CoBiz Wealth Management employs an intellectually rigorous, disciplined process to create customized, diversified investment portfolios for their clients. The firm builds portfolios one client at time, using an open architecture approach that provides broad opportunity. They combine their internal expertise with the capabilities of external managers with complementary styles and methodologies to implement global, thoroughly-researched investment strategies.Though not limited by sector, CoBiz Wealth management tends to invest in the stocks of large-cap companies in the electronic technology, retail, finance, health technology and technology services sectors. The firm invests primarily in the US, but they consider and invest in global opportunities as well.

Non-Profit Donations & Grants

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$1,000 - $4,999
2018

Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK.

$1,000 - $4,999
2015

Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK.

Other Affiliations

Mindy Mahaney is affiliated with BOK Financial Securities, Inc., BOKF, NA, CoBiz Wealth LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Mindy Mahaney. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Mindy Mahaney's profile does not indicate a business or promotional relationship of any kind between RelSci and Mindy Mahaney.