Philip Donald Mock
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Profilo
Mr. Philip D.
Mock, CPA, is a Senior Vice President at The Trust Company of Oklahoma.
He joined the firm in 2016 as a portfolio manager.
Prior to this, Mr. Mock spent several years as a wealth advisor at Mariner Wealth Advisors, where he worked to provide clients with a wide range of financial solutions to help them achieve their goals through financial planning, investment research, risk management, and estate planning.
Before Mariner Wealth Advisors, Mr. Mock was an officer and senior auditor at BOK Financial and an Assurance Associate at PwC, LLP.
At BOK Financial, he was a member of the Corporate Audit team, where he assisted with reviews and audits of BOKF’s SEC filings, as well as the audit of the Capital Markets division.
At PwC, he provided a wide range of assurance services to primarily large, publically-traded companies in the energy industry.
Mr. Mock holds a master’s degree in accounting and bachelor’s degrees in accounting and sociology – all from Oklahoma State University.
He is a certified public accountant, a Certified Financial Planner professional, and is currently pursuing his Chartered Financial Analyst designation.
He is a member of the Oklahoma Society of CPAs and the American Institute of Certified Public Accountants.
Precedenti posizioni note di Philip Donald Mock
| Società | Posizione | Fine |
|---|---|---|
The Trust Company of Oklahoma
 The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Gestore di Portafoglio-Azioni | 01/06/2022 |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
BOK Financial Securities, Inc.
 BOK Financial Securities, Inc. Investment Banks/BrokersFinance 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. | Corporate Officer/Principal | - |
Mariner Wealth Advisors-St. Louis LLC
 Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Corporate Officer/Principal | - |
Formazione di Philip Donald Mock
| Oklahoma State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
The Trust Company of Oklahoma
The Trust Company of Oklahoma Investment ManagersFinance The Trust Company of Oklahoma (TCO) is an investment management firm headquartered in Tulsa, Oklahoma. The firm was founded in 1981 and is a subsidiary of American Trustcorp., Inc. TCO provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. | Finance |
Mariner Wealth Advisors-St. Louis LLC
Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Finance |
BOK Financial Securities, Inc.
BOK Financial Securities, Inc. Investment Banks/BrokersFinance 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. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
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