Trust Company of Oklahoma
Garrett Guinn, CFA has a diverse work experience. Garrett began their career in 2017 at WPX Energy as a Landman, where they worked until 2020. Following that, they joined Eide Bailly LLP as a Business Valuation Associate from 2020 to 2021. In 2021, Garrett joined PwC as a Deals Associate, specializing in Valuation & Business Modeling. Currently, Garrett is working at Trust Company of Oklahoma as an Assistant Vice President, starting in October 2022.
Garrett Guinn, CFA completed their Bachelor of Business Administration (BBA) degree in Finance and Energy Management from the University of Oklahoma - Price College of Business. Garrett graduated from the university in 2017.
In terms of additional certifications, Garrett obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in April 2023. Prior to that, they achieved the Financial Modeling & Valuation Analyst certification from the Corporate Finance Institute (CFI) in February 2022. Garrett passed the CFA Level II Exam in November 2021 and the CFA Level I Exam in December 2020. Additionally, Garrett obtained the "Python for Finance: Investment Fundamentals & Data Analytics" certification from Udemy in August 2020.
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Trust Company of Oklahoma
Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City. Founded in 1981, the company provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Our professionals have the expertise and experience to develop your financial road map, plan for the unexpected, grow your lifetime savings, help your employees save for retirement, and help you retire comfortably avoiding the risk of depleting your wealth. Trust Company of Oklahoma currently manages over $5.5 billion in client assets. Learn more about our financial solutions at TrustOk.com or call 918-744-0553.