Carol Cox is a highly qualified professional, who works in Bok Financial main office of which is in 402. on the position of Retired from 2016. Carol Cox gained professional experience in more than 16 positions at different companies. Carol Cox went to the Texas A&M University and was studying from 1978 to 1982. Carol has the following professional qualifications: Certified Public Accountant, Series 7 and Series 66, and Texas State Board of Public Accounting. Humble, Texas is the area, where the professional was known to be settled. Carol's email address and phone number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Carrol Cox,
Carroll Cox,
Carole Cox,
Karol Cox,
Carrie Cox,
Carry Cox
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 8, 2022
Email
cc**@bokf.com, ca**@bankoftexas.com, ca**@wellsfargo.com
Location
Humble, TX
Company
Workplace
Colleagues
Work History
Vice President - Treasury Management - Solutions Sales Officer
420 Montgomery St, San Francisco, CA 94129
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rat...
from Feb 2013
Treasury Sales Officer
Meet Commercial/ Corporate clients
learn about their specific Treasury needs
prepare proposals
negotiate pricing
implement services
ensure client satisfaction
Apr 2011 — Jan 2013
Treasury
Texas
Maintained banking relationships with six major hospitals in DFW including negotiating lending with SWAPS; work with Board of Directors of each hospital
Apr 2010 — Apr 2011
Treasury Sales Officer, Vice President
270 Park Ave, New York, NY 10010
Meet Commercial/Corporate clients, learn about their specific Treasury needs
prepare proposals
negotiate pricing
implement services
ensure client satisfaction
1988 — 2000
Treasury
This organization is no longer in business. I worked in Treasury- reconciling our account with the Federal Reserve on a daily basis and investing in fed funds or borrowing.
1982 — 1987
Accountant
Accountant - monthly bank reconciliation and preparation of financials; 941 and other employer tax payments
1981 — 1983
Education
Occupations
Executive
Private Banking Manager
Banking Manager
Financial Manager
Skills
Commercial Lending
Commercial Banking
Loans
Credit
Small Business Lending
Commercial Mortgages
Private Banking
Investment Banking
Financial Services
Credit Analysis
Finance
Underwriting
Treasury Management
Banking
Credit Risk
Loan Origination
Consumer Lending
Mortgage Lending
Cash Management
Treasury
Treasury Services
Certified Treasury Professional
Banking Relationships
Portfolio Management
Investments