Trust Company of Oklahoma
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.
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.