Rebecca Mitchell

Rebecca Mitchell, CFA, has a diverse work experience. Rebecca is currently working at Trust Company of Oklahoma, where they have held multiple roles, including Vice President, Assistant Vice President, and Investment Officer. Prior to joining Trust Company of Oklahoma, Rebecca worked as a Graduate Assistant at The University of Tulsa, where they assisted professors, conducted data analysis, and developed a website for the Family Owned Business Institute. Rebecca also gained experience as an Agent Service Intern at CSAA Insurance Group, where they audited insurance policies and organized a successful volunteer event. Earlier in their career, Rebecca worked at Family & Children's Services as a Senior Family Support Specialist and Family Support Specialist, where they provided case management, conflict resolution, and goal-setting support to clients.

Rebecca Mitchell, CFA, obtained a Master of Business Administration (M.B.A.) degree in Business from The University of Tulsa in 2017. Prior to that, they completed their Bachelor of Arts degree in Sociology at The University of Tulsa in 2012. Additionally, Rebecca obtained their Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2022.