Senior Vice President with Country Club Bank, in the Capital Markets Group where his responsibilities include developing investment strategies and portfolio sales for institutional clients. His clients include financial institutions and trust departments, corporations and municipalities, among others. Robert
holds the following securities licenses:
- Series 7 General Securities Representative
- Series 63 Uniform Securities Agent
Robert graduated from Oklahoma State University in 1979 with a bachelor’s degree in business administration. He then entered the oil and gas industry where he worked for seven years. Robert began his investment career in 1986 for Liberty Bank & Trust Company of Oklahoma City. In 1997, Liberty Bank was purchased by Bank One Corporation and then merged with JP Morgan Chase in 2004. Throughout the various mergers Robert maintained his position as a Vice President and continued to serve his customers accordingly. Robert joined Country Club Bank in 2006.