Top 100 Financial Services Companies in Oklahoma

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Below is the list of Top 100 Financial Services Companies in Oklahoma ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Oklahoma

1. Heartland Payment Systems

Industry: Financial Services

Location: Oklahoma

Website: heartlandpaymentsystems.com

Company Founded: 1997

Company Size: 1001-5000

Company Address: 3932 South Boulevard Street, Edmond, Oklahoma, United States

Heartland Payment Systems Contact Details

Name Title LinkedIn Phone Email
Dominick Caracillo Division Manager - Leadership Development, Hiring, Training, Sales Manager
Brad May Vice President Of Sales, Mid-atlantic Region
Katie Wheeler Vice President Of Sales
Jared Clark Divison Sales Manager
Jason Hetrick Division Manager - Dc Metro
T.j Kerr Vice President Of Sales Operations
Kerry Cofer Territory Manager
Requires/Intent and 904 more Employees
Technology Consulting
Cloud Computing Solutions
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
and more

2. Gateway Mortgage Group, Llc

Industry: Financial Services

Location: Oklahoma

Website: gatewayloan.com

Company Founded: 2000

Company Size: 1001-5000

Company Address: 244 South Gateway Place, Jenks, Oklahoma, United States

Gateway Mortgage Group, Llc Contact Details

Name Title LinkedIn Phone Email
Debbie Isaacs Branch Lending Manager And Trusted Mortgage Advisor
Jason Geisler Area Manager
Billy Phillips Loan Officer
Matthew Carter Branch Manager
Chris Doke Mortgage Sales Manager, Nmls #984758
Susan Featherstone Mortgage Consultant
Todd Bonnet Branch Manager And Mortgage Loan Officer
Requires/Intent and 291 more Employees
Financial Planning & Retirement Solutions
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more

3. First United Bank

Industry: Financial Services

Location: Oklahoma

Company Founded: 1900

Company Size: 1001-5000

Company Address: 1400 West Main, Durant, Oklahoma, United States

First United Bank Contact Details

Name Title LinkedIn Phone Email
Danny Flannery Vp, Mortgage Market Director- First United Bank And Trust
Trisha Barnes Mortgage Consultant
Greg Massey Chief Executive Officer
Andy Sherrer Community Market President
Harold Mcleod Senior Vice President - Team Leader
Jason Karn Mortgage Loan Consultant
Steve Brown Mortgage Loan Consultant
Requires/Intent and 216 more Employees
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
and more

4. Massmutual Oklahoma

Industry: Financial Services

Location: Oklahoma

Company Size: 51-200

Company Address: 4801 Gaillardia Parkway, Oklahoma City, Oklahoma, United States

Massmutual Oklahoma Contact Details

Name Title LinkedIn Phone Email
John Worley Managing Director At Massmutual Oklahoma
Haylee Kenmore Financial Services Professional
Lawrence Fugett Registered Representative
Robert Karaya Agency House Account Manager And Financial Advisor
Kelly Berry Financial Services Professional
Scott Case Financial Services Professional
Michael Mccall Financial Planner, Investment Advisor Representative
Requires/Intent and 19 more Employees
Risk Management & Compliance
Blockchain & Cryptocurrency Solutions
Investment Advisory
HR & Talent Acquisition
Sales & Lead Generation Strategy
and more

5. Truity Credit Union

Industry: Financial Services

Location: Oklahoma

Website: truitycu.org

Company Founded: 1939

Company Size: 51-200

Company Address: 501 South Johnstone, Bartlesville, Oklahoma, United States

Truity Credit Union Contact Details

Name Title LinkedIn Phone Email
Steve Mooney Senior Vice President And Chief Technology Officer
Tim Mock Business Development Officer, Ccufc
Csme Amy Grose Senior Vice President Marketing
Amy Newell Assistant Manager, Mortgage Loan Officers
Amy Grose Avp, Marketing
Liberty-grace Bland Mortgage Servicing Representative
Becki Gailey Mortgage Development Officer
Requires/Intent and 66 more Employees
AI-powered Financial Insights
Accounting Services
Online Advertising & SEO
Document Management & E-signature Solutions
and more

6. Finance Of America Reverse Llc

Industry: Financial Services

Location: Oklahoma

Website: fareverse.com

Company Founded: 2003

Company Size: 201-500

Company Address: 8023 East 63rd Place, Tulsa, Oklahoma, United States

Finance Of America Reverse Llc Contact Details

Name Title LinkedIn Phone Email
Jessica Hanson Manager
Shane Dishman Director Of Sales
Meagan Medina Learning Systems Administrator
Jessica Rankins Assistant Vice President Training And Process Management, De Underwriter
Marci Stevenson Training Manager-retail Call Center
Megan Robertson Vice President Of Wholesale Operations
Jason Chambers Sales Manager And Team Lead
Requires/Intent and 31 more Employees
Digital Payment & Subscription Solutions
Banking & Payment Processing
Mergers & Acquisitions Advisory
and more

7. Cck Strategies

Industry: Financial Services

Location: Oklahoma

Website: cckcpa.com

Company Founded: 1997

Company Size: 51-200

Company Address: 8811 South Yale Avenue, Tulsa, Oklahoma, United States

Cck Strategies Contact Details

Name Title LinkedIn Phone Email
Toby Joplin Chief Operating Officer
John Curzon Partner
Jim Hicks Chief Financial Officer
Ashley May Executive Assistant
Shelby Bradshaw Tax Analyst
John James Tax Project Manager
Taylor Jarrell Tax Analyst
Requires/Intent and 44 more Employees
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
and more

8. Trust Company Of Oklahoma

Industry: Financial Services

Location: Oklahoma

Website: trustok.com

Company Founded: 1981

Company Size: 51-200

Company Address: 6120 South Yale Avenue, Tulsa, Oklahoma, United States

Trust Company Of Oklahoma Contact Details

Name Title LinkedIn Phone Email
Jim Arens President And Chief Executive Officer
Missy Beggs Financial Operations
Emily Crain Senior Vice President
Ben Reynolds Senior Vice President
Nick Gallus Senior Vice President And Portfolio Manager
Matt Matheson Vice President
James Maddux Trust Officer
Requires/Intent and 40 more Employees
Omnichannel Customer Support
Financial Planning & Retirement Solutions
and more

9. First Mortgage Company

Industry: Financial Services

Location: Oklahoma

Website: firstmortgageco.com

Company Size: 501-1000

Company Address: 6701 North Broadway, Oklahoma City, Oklahoma, United States

First Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Sean Olmstead Loan Processor At First Mortgage Company
Ron Mccord Chairman
Leah Marchbanks Mortgage Loan Consultant
Brandy Mcbride Broker And Owner
Dawn Neu Loan Officer
Stewert Fleischman Loan Officer Assistant
Alisha Keenan Vice President Operations
Requires/Intent and 108 more Employees
Online Advertising & SEO
Financial Forecasting & Modeling
Omnichannel Customer Support
and more

10. Ttcu The Credit Union

Industry: Financial Services

Location: Oklahoma

Website: ttcu.com

Company Founded: 1934

Company Size: 201-500

Company Address: 9815 East 81st Street, Tulsa, Oklahoma, United States

Ttcu The Credit Union Contact Details

Name Title LinkedIn Phone Email
Floyd Goode Vice President Of Mortgage Lending
Marianne Stone Loan Service Representative Iii
Allison Brown Assistant Branch Manager
Angela Smith-flax Talent Business Partner
Brandon Lee Branch Manager
Brittney Cash Collections Officer Plus-mortgage
Vivian Kouplen Business Intelligence
Requires/Intent and 29 more Employees
Cloud Computing Solutions
Risk Assessment & Mitigation
HR & Talent Acquisition
IoT-enabled Smart Banking Solutions
and more

11. Awl

Industry: Financial Services

Location: Oklahoma

Website: awlinc.com

Company Size: 201-500

Company Address: 112 Paradise Drive, Red Rock, Oklahoma, United States

Awl Contact Details

Name Title LinkedIn Phone Email
Logan Parker Director Of It Services
Mike Austin Director, Internal Audit
Holly Krakowski Channel Marketing Manager
Greg Laughlin Director - Portfolio Management
Lourdes Jatico Scrum Master
Lori Mccutchen-kaustinen Associate General Counsel
Kelee Steineger Team Supervisor
Requires/Intent and 17 more Employees
Mortgage & Loan Processing
Sales & Lead Generation Strategy
Treasury & Cash Flow Management
and more

12. Ttcu The Credit Union

Industry: Financial Services

Location: Oklahoma

Company Founded: 1934

Company Size: 51-200

Company Address: 3720 East 31st Street, Tulsa, Oklahoma, United States

Ttcu The Credit Union Contact Details

Name Title LinkedIn Phone Email
Clint Barnes Lending And Finance Business Development Manager
Ron Morton Branch Manager At Ttcu The Credit Union
Abigail Singrey Marketing Specialist
Charles Chastain Chief Sales And Operations Officer
Rosie Kramer Director Of Business Development At Ttcu The Credit Union
Cassie Mangold Director Of Consumer Lending At Ttcu The Credit Union
Jacob Barnett Vice President Of Branch Operations
Requires/Intent and 49 more Employees
Fraud Detection & Prevention
Data Analytics & Business Intelligence
Hedge Fund & Private Equity Consulting
Investment Advisory
and more

13. Floorplan Xpress

Industry: Financial Services

Location: Oklahoma

Website: fpxus.com

Company Founded: 1974

Company Size: 51-200

Company Address: 2900 South Telephone Road, Oklahoma City, Oklahoma, United States

Floorplan Xpress Contact Details

Name Title LinkedIn Phone Email
Tom Smith Regional Vice President
Emery Eaton Account Executive
Trisha Elledge Credit Manager
Craig Owen Chief Executive Officer
Jeremy Wentworth Regional Manager At Floorplan Xpress
Daiana Harangus Office Operations Manager
Terri Waag Regional Manager
Requires/Intent and 27 more Employees
Digital Payment & Subscription Solutions
Tax Planning & Strategy
Business Strategy & Growth Consulting
Accounting Services
and more

14. Weokie Credit Union

Industry: Financial Services

Location: Oklahoma

Company Founded: 1969

Company Size: 11-50

Company Address: 801 Westend Point, Yukon, Oklahoma, United States

Weokie Credit Union Contact Details

Name Title LinkedIn Phone Email
Doyle Province Vice President Mortgage
Steven Mcconnell Vice President And General Counsel
Jody Hale Business Development
Chris Sackett Marketing Director
Tabatha Thurman Financial Education Specialist- Facilitator Of We Talks
Kari Roop Career Development
David Hullet Vice President Of Commercial Lending
Requires/Intent and 49 more Employees
Cloud Computing Solutions
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
and more

15. Shaw Financial Services, Inc.

Industry: Financial Services

Location: Oklahoma

Website: shawfinancialinc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 2901 South Bryant Avenue, Edmond, Oklahoma, United States

Shaw Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Toni Manager Dedicated Dave Ramsey Smartvestor Pro, High Net-worth Wealth Manager
Toni Selph Financial Advisor
Riley Thomas Marketing Coordinator And Client Service Manager
Kimberly Fulkerson Client Service Manager
Geoffrey Weiss Assistant Operations Manager
Nancy Frederick Client Services Manager
Requires/Intent
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
Treasury & Cash Flow Management
and more

16. Wymer Brownlee

Industry: Financial Services

Location: Oklahoma

Website: wymerbrownlee.com

Company Founded: 1969

Company Size: 51-200

Company Address: 201 North Grand, Enid, Oklahoma, United States

Wymer Brownlee Contact Details

Name Title LinkedIn Phone Email
Kyle Brownlee Senior Wealth Advisor And Chief Executive Officer At Wymer Brownlee; Financial Services, Tax And Accounting Services, And Business Consulting
Andrew Barnes Wealth Advisor
Aaron Waters Wealth Advisor
Shawn Bean Tax Advisor
Nancy Roeming Executive Director Of Human Resources
Chuck Lipps Wealth Advisor
Keri Zeder Paraplanner
Requires/Intent and 21 more Employees
Marketing Services
Technology Consulting
Branding & Public Relations
ERP For Financial Institutions
and more

17. Oklahoma Employees Credit Union

Industry: Financial Services

Location: Oklahoma

Website: okcu.org

Company Founded: 1954

Company Size: 51-200

Company Address: 3001 North Lincoln Boulevard, Oklahoma City, Oklahoma, United States

Oklahoma Employees Credit Union Contact Details

Name Title LinkedIn Phone Email
Dusty Webb Vice President Of Human Resources And Training
Jennifer Lown Chief Marketing Officer
Blake Parks Business Development Specialist
Esthefania Jimenez Financial Services Representative
Brandon Havens Digital Media Specialist
Alyson Lebow Loan Officer
Barbara Franks Business Services Specialist
Requires/Intent and 16 more Employees
Quality Control & Assurance
Accounting Services
Asset Management
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
and more

18. Warburton Capital Management

Industry: Financial Services

Location: Oklahoma

Website: warburtoncapital.com

Company Founded: 2006

Company Size: 1-10

Company Address: 15 East Fifth Street, Tulsa, Oklahoma, United States

Warburton Capital Management Contact Details

Name Title LinkedIn Phone Email
Tom Warburton Chairman Of The Board
Daniel Holloman Intern
Brandon Jaquis Client Service Specialist
Mark Mccullough Financial Advisor
Isaac Hutchins Chief Operating Officer
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Data Analytics & Business Intelligence
Customer Relationship Management (CRM)
Hedge Fund & Private Equity Consulting
and more

19. Trw Credit Services

Industry: Financial Services

Location: Oklahoma

Website: trwcreditgroup.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5909 North West Expressway, Oklahoma City, Oklahoma, United States

Trw Credit Services Contact Details

Name Title LinkedIn Phone Email
Kevin Foster Executive Director Trw Credit Services
Jim Smith Credit Specialist
Requires/Intent
Banking & Payment Processing
Loan Origination & Servicing Platforms
Quality Control & Assurance
and more

20. Argonaut Private Equity

Industry: Financial Services

Location: Oklahoma

Website: argonautpe.com

Company Size: 11-50

Argonaut Private Equity Contact Details

Name Title LinkedIn Phone Email
Shelley Heckenkemper Recruiting And Development
Steve Mitchell Chief Executive Officer
Michael Johns Associate
John Mcfarlin Controller
Eric Weeldreyer Vice President
Lien Tran Staff Accountant
Requires/Intent
Employee Training & Workforce Development
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
and more

21. Capital Advisors

Industry: Financial Services

Location: Oklahoma

Website: capitaladv.com

Company Founded: 1978

Company Size: 11-50

Company Address: 2222 South Utica Place, Tulsa, Oklahoma, United States

Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jessie Montgomery Chief Financial Officer
Kelcy Flores Vp, Director Of Financial Planning
Jon Althage Regional Director, Wealth Advisor
Jonathan Elmore Information Technology Manager
Steven Soranno Director Of Equity Research
Jeremy Travis Vice President, Wealth Advisor
Shawna Moore Vice President - Internal Portfolio Management
Requires/Intent and 8 more Employees
Cybersecurity & Data Protection
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
and more

22. Adfitech, Inc.

Industry: Financial Services

Location: Oklahoma

Website: adfitech.com

Company Founded: 1983

Company Size: 201-500

Company Address: 3001 Technology Drive, Edmond, Oklahoma, United States

Adfitech, Inc. Contact Details

Name Title LinkedIn Phone Email
Dru Jacobs President
Chase Hagan Senior Vice President And General Counsel
Paul Hargis Senior Vice President Client Relations, Sales, And Marketing
Kari Meyers Closing And Compliance
Helen Lowe-palmer Assistant Vice President
Savannah Melher Marketing And Public Relations Associate
Lonnie Stephens Quality Control Review Appraiser
Requires/Intent and 91 more Employees
HR & Talent Acquisition
Asset Management
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

23. Associated Mortgage Company

Industry: Financial Services

Location: Oklahoma

Company Size: 11-50

Associated Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Jeff Allen Chief Executive Officer
Janee Greenwood Senior Loan Originator
Heather Lommatzsch Mortgage Loan Originator
Eric Poulson Mortgage Lender
Robin Turney Sales Manager
Justin Brockey Systems Administrator Manager And Information Security
Rob Shera Mortgage Banking Officer
Requires/Intent and 19 more Employees
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Credit Rating & Analysis
and more

24. Cityscape Home Mortgage

Industry: Financial Services

Location: Oklahoma

Website: cityscapehome.com

Company Size: 11-50

Company Address: 5801 East 41st Street, Tulsa, Oklahoma, United States

Cityscape Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Nathan Holloway Senior Loan Officer
Joshua Hallford Mortgage Loan Officer
Jack Finley Mortgage Loan Officer
Elissa Renberg Mortgage Banker Nmls# 224273
Brad Turney Mortgage Loan Officer
Tia Mckee Loa
Kelsey Fruechting Loan Production Manager
Requires/Intent and 2 more Employees
API Integration For FinTech
Cloud Computing Solutions
Document Management & E-signature Solutions
Wealth Management
Risk Assessment & Mitigation
and more

25. Premier Consulting Partners

Industry: Financial Services

Location: Oklahoma

Website: premier-consultingpartners.com

Company Founded: 2005

Company Size: 51-200

Company Address: 10441 South Regal Boulevard, Tulsa, Oklahoma, United States

Premier Consulting Partners Contact Details

Name Title LinkedIn Phone Email
Cwws Tyrell Hughes Senior Consultant, Employer Relations
Cheryl Clonts Small Business Account Manager, Employee Benefits Specialist
Dana Neighbors Vice President
Mark Kochner Chief Operating Officer
Jennifer Helms Account Executive
Kim Fulps Account Executive At Premier Consulting Partners
Sam Allen Insurance Producer
Requires/Intent and 13 more Employees
Data Analytics & Business Intelligence
ERP For Financial Institutions
Performance Tracking & KPI Analytics
Legal Compliance & Advisory
and more

26. Allegiance Credit Union

Industry: Financial Services

Location: Oklahoma

Website: allegiancecu.org

Company Founded: 1963

Company Size: 51-200

Company Address: 4235 North Meridian Avenue, Oklahoma City, Oklahoma, United States

Allegiance Credit Union Contact Details

Name Title LinkedIn Phone Email
I-cude Brent W. Rempe Senior Vice President And Chief Strategy And Growth Officer
Belinda Mitchell Director Of Membership Services
Amy Downs President And Chief Executive Officer
Amy Blackburn Mortgage Loan Servicing
Brian Engel Vice President Of Information Services And Chief Information Officer
Laurel Pope Marketing Vice President
Sabrina Waner Senior Vice President And Chief Financial Officer
Requires/Intent and 22 more Employees
Legal Compliance & Advisory
Mobile App Development For Financial Services
Corporate Finance Strategy
Asset Management
and more

27. Global Technology Partners (gtp)

Industry: Financial Services

Location: Oklahoma

Website: gtpprepaid.com

Company Founded: 2003

Company Size: 51-200

Global Technology Partners (gtp) Contact Details

Name Title LinkedIn Phone Email
Amber Thetford It Business Manager
Lee Brinkley Executive Vice President Of Compliance; Information Security Officer And Chief Creative Officer
Christopher Knox Senior Software Quality Assurance Engineer
Sergio Lozada Senior Software Engineer
Jennifer Ray Executive Vice President Operations
Raj Ganesan Senior Solutions Architect
Angel Bello Software Engineer
Requires/Intent and 13 more Employees
Cloud Computing Solutions
Investment Advisory
Asset Management
Financial Planning & Retirement Solutions
and more

28. Delta Outsource Group, Inc.

Industry: Financial Services

Location: Oklahoma

Website: deltaoutsourcegroup.com

Company Founded: 2009

Company Size: 51-200

Company Address: 62 North Central Drive, O Fallon, Oklahoma, United States

Delta Outsource Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Peacock Chief Executive Officer At Delta Outsource Group, Inc
Jennifer Heinzl Director Of Client Relations
Scott Presseau Training Manager
Shannon Bott Collection Support
Tom Richardson Vice President Of Compliance Management
Sandy Dove Vice President Of Operations Performance
Raven Dobbins Collection Manager
Requires/Intent and 10 more Employees
Customer Relationship Management (CRM)
Tax Planning & Strategy
Portfolio Management
and more

29. Inspire Financial Group

Industry: Financial Services

Location: Oklahoma

Website: planwithinspire.com

Company Founded: 2016

Company Size: 11-50

Company Address: 4200 East Skelly Drive, Tulsa, Oklahoma, United States

Inspire Financial Group Contact Details

Name Title LinkedIn Phone Email
Luke Phillips Financial Services Professional
Alexander Massie Financial Representative
Luke Frazier Financial Advisor
Jim Cunningham Financial Professional
Bill Bennett Financial Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Technology Consulting
Financial Forecasting & Modeling
and more

30. Redrock Mortgage

Industry: Financial Services

Location: Oklahoma

Website: redrockmtg.com

Company Size: 51-200

Company Address: 9110 South Sheridan Road, Tulsa, Oklahoma, United States

Redrock Mortgage Contact Details

Name Title LinkedIn Phone Email
Linda Ward Owner
Lorene Ogburn Mortgage Loan Officer
Ronda Smith Mortgage Loan Officer
Rita Vanzee Loan Officer
Ryan Thrailkill Senior Mortgage Banker
David Odonnell Mortgage Banker
Jaime Temple Loan Processor
Requires/Intent and 23 more Employees
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
Portfolio Management
Cybersecurity & Data Protection
Tax Planning & Strategy
and more

31. Finance Of America

Industry: Financial Services

Location: Oklahoma

Company Founded: 2015

Company Size: 201-500

Finance Of America Contact Details

Name Title LinkedIn Phone Email
Paulette Hainstock Assistant Treasurer
Robert Conway Treasurer At Finance Of America Holdings
Jaleesa Spencer Senior Corporate Paralegal
Nina Barron Vp, Servicer Oversight
Amanda Sievert Project Manager
Charla Cummings-green Compliance Training Manager
Hannah Hawkins Marketing Coordinator
Requires/Intent and 5 more Employees
Hedge Fund & Private Equity Consulting
Fraud Detection & Prevention
Banking & Payment Processing
IoT-enabled Smart Banking Solutions
Blockchain & Cryptocurrency Solutions
and more

32. Exencial Wealth Advisors

Industry: Financial Services

Location: Oklahoma

Website: exencialwealth.com

Company Founded: 2012

Company Size: 11-50

Company Address: 9108 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Exencial Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Caleb Dillard Chief Operations Officer
Philip Ross Partner
Lori Stephenson Relationship Manager
Cassandra Colon Relationship Manager
Jeff Baty Financial Advisor - Director Of Wealth Management
Rachel Collier Client Services And Operations
Emily Kemp Receptionist
Requires/Intent
Mobile App Development For Financial Services
Asset Management
Cybersecurity & Data Protection
Financial Forecasting & Modeling
and more

33. Financial Forensics & Investigations Group

Industry: Financial Services

Location: Oklahoma

Website: financialforensicsgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 500 South Denver Avenue, Tulsa, Oklahoma, United States

Financial Forensics & Investigations Group Contact Details

Name Title LinkedIn Phone Email
Chris Lopp Managing Director
Requires/Intent
Investment Advisory
Cloud Computing Solutions
Performance Tracking & KPI Analytics
and more

34. Executive Lending Group

Industry: Financial Services

Location: Oklahoma

Company Size: 11-50

Executive Lending Group Contact Details

Name Title LinkedIn Phone Email
Joel Little Owner
Sherri Moriarty Mortgage Broker
Don Spears Vice President
Mark Mcevers Senior Loan Officer, Nmls#303703
Keitha Mcevers Loan Officer
Don Spears President
Kent Carter Loan Officer
Requires/Intent and 1 more Employees
ESG & Sustainable Finance Consulting
Corporate Finance Strategy
and more

35. Employeradvocates, Llc

Industry: Financial Services

Location: Oklahoma

Website: employer-advocates.com

Company Size: 11-50

Company Address: 100 Park Avenue, Oklahoma City, Oklahoma, United States

Employeradvocates, Llc Contact Details

Name Title LinkedIn Phone Email
Jordyn Woodward Client Services Advocate
Kendra Hajek Senior Account Executive, Partner
Kristen Gilliam Senior Account Executive, Partner
Meghan Roper Senior Account Executive, Partner
Blair Brown Strategic Data Analyst, Partner At Employeradvocates, Llc
Sarah Goodson Data Analyst
Requires/Intent
Insurance & Underwriting Services
Financial Planning & Retirement Solutions
and more

36. Exchange Traded Concepts, Llc

Industry: Financial Services

Location: Oklahoma

Website: exchangetradedconcepts.com

Company Founded: 2011

Company Size: 11-50

Company Address: 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma, United States

Exchange Traded Concepts, Llc Contact Details

Name Title LinkedIn Phone Email
Garrett Stevens Chief Executive Officer
Quinn Karpeh Relationship Manager
David Meinke Web Developer
Christy Sanford Executive Assistant
Requires/Intent
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
and more

37. Wallace Finance

Industry: Financial Services

Location: Oklahoma

Website: wallacemgt.com

Company Founded: 1980

Company Size: 201-500

Company Address: 328 East Carl Albert Parkway, Mcalester, Oklahoma, United States

Wallace Finance Contact Details

Name Title LinkedIn Phone Email
Shari Newcomb Human Resources Administrator And Recruiter
Lindsey Mcdaniel Branch Manager
Skeet Williams Training Officer
Mandi Morrel Call Center Manager
Vernon Willis Financial Controller
Neesha Carlisle Branch Manager
Requires/Intent
Legal Compliance & Advisory
Cloud Computing Solutions
and more

38. Oklahoma Agcredit

Industry: Financial Services

Location: Oklahoma

Website: okagcredit.com

Company Founded: 1916

Company Size: 51-200

Company Address: 601 East Kenosha Street, Broken Arrow, Oklahoma, United States

Oklahoma Agcredit Contact Details

Name Title LinkedIn Phone Email
Angela Mcvay-landwehr Director Internal Controls And Risk Management
Kelly Crissman Vice-president
Travis Biddick Vp-controller
Patrick Zeka President And Chief Executive Officer
Erin Yates Lending Spport Specialist
Shannon Bocox Senior Vice President And Accounting Manager
John Burk Chief Lending Officer
Requires/Intent and 9 more Employees
API Integration For FinTech
Portfolio Management
and more

39. Boston Street Capital

Industry: Financial Services

Location: Oklahoma

Website: bostonstreetadvisors.com

Company Founded: 1995

Company Size: 1-10

Company Address: 20 East 5th Street, Tulsa, Oklahoma, United States

Boston Street Capital Contact Details

Name Title LinkedIn Phone Email
Robert Boyd Principal
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
Investment Advisory
Sales & Lead Generation Strategy
and more

40. Midtown Mortgage

Industry: Financial Services

Location: Oklahoma

Website: midtownmtg.net

Company Size: 1-10

Company Address: 2627 East 21st Street, Tulsa, Oklahoma, United States

Midtown Mortgage Contact Details

Name Title LinkedIn Phone Email
Neely Pearson Senior Mortgage Loan Officer Nmls #211965
Jake Dworkin Mortgage Consultant
Sue Alexander Mortgage Loan Originator
Kate Quindlen Originator
Betty Lafon Mortgage Originator
David Campbell Loan Originator
Karen Vickers Loan Officer
Requires/Intent
Document Management & E-signature Solutions
Tax Planning & Strategy
and more

41. Harley Financial Services

Industry: Financial Services

Location: Oklahoma

Website: harleyfinancial.com

Company Founded: 1987

Company Size: 11-50

Company Address: 5616 South 122nd East Avenue East, Tulsa, Oklahoma, United States

Harley Financial Services Contact Details

Name Title LinkedIn Phone Email
Kirk Nellis President
Shawn Hussain Independent Broker
Sherri Smith Accounting Manager
Nathan Hein Self Employed
Pat Wilson Financial Advisor
Nate Heine Sales Manager
Iris Gonzalez-sargent Senior Sales Agent
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Risk Management & Compliance
Wealth Management
Blockchain & Cryptocurrency Solutions
and more

42. Tristar Pension Consulting

Industry: Financial Services

Location: Oklahoma

Website: tristarpension.com

Company Founded: 1999

Company Size: 1-10

Company Address: 9150 North May Avenue, Oklahoma City, Oklahoma, United States

Tristar Pension Consulting Contact Details

Name Title LinkedIn Phone Email
Shannon Edwards Owner, Tristar Pension Consulting, Qualified Retirement Plan Design, Consulting And Administration
Henna Patel Assistant Plan Administrator
Claudia Estrada Administrative Assistant
Requires/Intent
Securities Trading & Brokerage
API Integration For FinTech
and more

43. Wilshire-pennington Group

Industry: Financial Services

Location: Oklahoma

Website: wilshire-pennington.com

Company Size: 1-10

Company Address: 3129 Northwest 63rd Street, Oklahoma City, Oklahoma, United States

Wilshire-pennington Group Contact Details

Name Title LinkedIn Phone Email
Benjamin Kennedy Chief Investment Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Legal Compliance & Advisory
Financial Auditing & Reporting
Blockchain & Cryptocurrency Solutions
and more

44. Bank Of Commerce

Industry: Financial Services

Location: Oklahoma

Website: bocokla.com

Company Size: 51-200

Bank Of Commerce Contact Details

Name Title LinkedIn Phone Email
Doug Tippens President And Chief Executive Officer
Brenda Voight Credit Analyst
Elisabeth Barker Human Resources Officer
Crystal Riley Bank Teller
Allen Miller Senior Vice President At Bank Of Commerce
Lindsey Pendley Bank Teller
Brittany Minix Electronic Banker
Requires/Intent and 4 more Employees
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
Sales & Lead Generation Strategy
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

45. Rockgate Financial Partners

Industry: Financial Services

Location: Oklahoma

Website: rockgatefinancial.com

Company Founded: 2013

Company Size: 51-200

Company Address: 700 Cedar Lake Boulevard, Oklahoma City, Oklahoma, United States

Rockgate Financial Partners Contact Details

Name Title LinkedIn Phone Email
Alan Niemann Managing Partner
Colby Castor Registered Representative
Jill Olson Registered Representative
Jennifer Tobin Recruiter
Requires/Intent
Marketing Services
Data Analytics & Business Intelligence
and more

46. Stockton Financial

Industry: Financial Services

Location: Oklahoma

Website: stocktonfinancial.com

Company Founded: 1988

Company Size: 1-10

Company Address: 13924 Quail Pointe Drive, Oklahoma City, Oklahoma, United States

Stockton Financial Contact Details

Name Title LinkedIn Phone Email
Jeremy Baldwin Business Consultant
Requires/Intent
Quality Control & Assurance
Treasury & Cash Flow Management
Financial Forecasting & Modeling
Technology Consulting
and more

47. First National Bank Of Vinita

Industry: Financial Services

Location: Oklahoma

Website: bankvinita.com

Company Founded: 1892

Company Size: 51-200

Company Address: 102 West Illinois Avenue, Vinita, Oklahoma, United States

First National Bank Of Vinita Contact Details

Name Title LinkedIn Phone Email
Mark Londagin Executive Vice President Business Development
Rebecca Hale Assistant Vice President Operations
Chrystal Nodine Executive Loan Assistant
Michael Rollins Branch Manager
Robin Lewis Consumer Lender
Brandon Cusick Mortgage Loan Officer
Sheri Blake Staff Accountant
Requires/Intent and 1 more Employees
Digital Payment & Subscription Solutions
Financial Planning & Retirement Solutions
and more

48. Lane Financial Solutions

Industry: Financial Services

Location: Oklahoma

Website: planyourbank.com

Company Founded: 2007

Company Size: 1-10

Company Address: 9 Norwich Court, Shawnee, Oklahoma, United States

Lane Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Lane Schollenbarger Owner
Requires/Intent
Legal Compliance & Advisory
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
and more

49. U.s. Payments

Industry: Financial Services

Location: Oklahoma

Website: uspayments.com

Company Founded: 2004

Company Size: 51-200

Company Address: 7130 South Lewis Avenue, Tulsa, Oklahoma, United States

U.s. Payments Contact Details

Name Title LinkedIn Phone Email
James Hawes Director Of Software Development
Daniel Lynam Logistics Support Specialist
Tyler Bush Marketing Manager
Shane Skidgel Chief Information Security Officer
Julianne Blesi Accounting Specialist
Dillon Thompson Network Analyst
Robert Rogers Field Technician
Requires/Intent and 4 more Employees
Portfolio Management
Online Advertising & SEO
Credit Rating & Analysis
Performance Tracking & KPI Analytics
and more

50. University & Community Federal Credit Union

Industry: Financial Services

Location: Oklahoma

Website: cuintouch.com

Company Founded: 1968

Company Size: 11-50

Company Address: 311 East Mcelroy Road, Stillwater, Oklahoma, United States

University & Community Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Daniel Thrasher President And Chief Executive Officer
Gaylynn Smith Chief Financial Officer
Alex Penny Consumer Loan Officer
Brittney Federko Assistant Vice President Lending
Misty Hesser Assistant Vice President Lending And Human Resources Representative
Robert Clemens Chief Operating Officer
Michelle Heiliger Loans
Requires/Intent and 2 more Employees
Securities Trading & Brokerage
Automation & Workflow Optimization
Sales & Lead Generation Strategy
ESG & Sustainable Finance Consulting
Investment Advisory
and more

51. Estate Clarity

Industry: Financial Services

Location: Oklahoma

Website: estateclarity.com

Company Founded: 2018

Company Size: 1-10

Estate Clarity Contact Details

Name Title LinkedIn Phone Email
Trent Stoker Co-founder And Chief Operations Officer
Requires/Intent
Mobile App Development For Financial Services
Corporate Finance Strategy
and more

52. Windle Wealth

Industry: Financial Services

Location: Oklahoma

Company Size: 1-10

Windle Wealth Contact Details

Name Title LinkedIn Phone Email
Mardi Nider Client Executive
Ann Bihm Client Executive
Donald Windle Founder And Chief Executive Officer
Fpqp Jade Franke Operations Manager
Requires/Intent
Technology Consulting
API Integration For FinTech
and more

53. Citywide Mortgage Nmls # 120886

Industry: Financial Services

Location: Oklahoma

Company Founded: 2000

Company Size: 11-50

Company Address: 9400 South I 35 Service Road, Oklahoma City, Oklahoma, United States

Citywide Mortgage Nmls # 120886 Contact Details

Name Title LinkedIn Phone Email
Rachel Whitmire Sales And Marketing Coordinator
Ladonna Hester Mortgage Loan Officer Id # 934582
Kristin Meier Loan Officer
Jamie Childers Mortgage Loan Processor
Jamie Carroll Loan Processor And Va Underwriter
Tonya Chesser Senior Mortgage Processor
Tami Steffens Compliance Officer
Requires/Intent and 1 more Employees
Investment Advisory
Mergers & Acquisitions Advisory
Performance Tracking & KPI Analytics
and more

54. Buchanan Capital Management, Llc

Industry: Financial Services

Location: Oklahoma

Company Founded: 2014

Company Size: 1-10

Company Address: 1000 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States

Buchanan Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Martin Buchanan Private Wealth Advisor
Requires/Intent
Automation & Workflow Optimization
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
and more

55. Burkholder Wealth Management

Industry: Financial Services

Location: Oklahoma

Website: burkholderwm.com

Company Founded: 2019

Company Size: 1-10

Company Address: 5014 East 101st Street South, Tulsa, Oklahoma, United States

Burkholder Wealth Management Contact Details

Name Title LinkedIn Phone Email
Eric Burkholder Founder And Wealth Manager
Gabriel West Associate Advisor
Joseph Hanson Wealth Manager And Attorney
Requires/Intent
Risk Management & Compliance
Asset Management
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
and more

56. Adaptation Financial™

Industry: Financial Services

Location: Oklahoma

Website: adaptadvisors.com

Company Founded: 2013

Company Size: 51-200

Company Address: 700 Cedar Lake Boulevard, Oklahoma City, Oklahoma, United States

Adaptation Financial™ Contact Details

Name Title LinkedIn Phone Email
Kevin Cox Chief Operating Officer
Requires/Intent
Financial Forecasting & Modeling
Credit Rating & Analysis
and more

57. Tulsa Wealth Advisors

Industry: Financial Services

Location: Oklahoma

Website: tulsawealthadvisors.com

Company Size: 11-50

Company Address: 1375 East 71st Street, Tulsa, Oklahoma, United States

Tulsa Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Ian Kiefer Certified Financial Plannerâ Professional
Jeffrey Small Certified Financial Plannerâ
Cindy Barton Executive Assistant
Andy Steinmetz Chief Investment Officer
Andy Steinmetz Senior Analyst
Requires/Intent
Mortgage & Loan Processing
Credit Rating & Analysis
Financial Forecasting & Modeling
and more

58. First United Bank

Industry: Financial Services

Location: Oklahoma

Website: firstunitedbank.com

Company Founded: 1900

Company Size: 501-1000

Company Address: 1400 West Main, Durant, Oklahoma, United States

First United Bank Contact Details

Name Title LinkedIn Phone Email
Beth Brigham Mortgage Account Manager
Dustin Belden Mortgage Loan Consultant
Kelsey Janway Relationship Banker Ii
Kinin Stringer Oklahoma Banking Liaison Officer
Daniel Gibson Financial Center Manager
Ada Maldonado Financial Center Manager
Chris Moore Branch President
Requires/Intent and 1 more Employees
Investment Advisory
Blockchain & Cryptocurrency Solutions
Fraud Detection & Prevention
and more

59. Beasley & Company

Industry: Financial Services

Location: Oklahoma

Website: bco.cc

Company Founded: 1992

Company Size: 11-50

Company Address: 2626 East 21st Street, Tulsa, Oklahoma, United States

Beasley & Company Contact Details

Name Title LinkedIn Phone Email
John Beasley Chief Executive Officer
Adonia Hendrix Assistant Consultant
Susan Hughes Senior Consultant
Peggy Schadle Senior Consultant
Kimberly Hastings Office Manager
Missy Wilson Consultant
John Beasley Chief Executive Officer
Requires/Intent
Mobile App Development For Financial Services
Hedge Fund & Private Equity Consulting
Financial Forecasting & Modeling
Quality Control & Assurance
and more

60. Vision Bank

Industry: Financial Services

Location: Oklahoma

Website: visionbank.bank

Company Founded: 1900

Company Size: 201-500

Company Address: 101 East Main, Ada, Oklahoma, United States

Vision Bank Contact Details

Name Title LinkedIn Phone Email
Daryl Cunningham Market President, Senior Vice President
Brandi Mcwilliams Vice President Operations Officer And Trainer
Jaley Netherton Marketing Assistant
Zac Neely Accounting Clerk
Jeffery Hammock President
Christie Horton Senior Administrative Assistant
Cejay Bonner Accounting Intern
Requires/Intent and 2 more Employees
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
and more

61. The Hughes Group

Industry: Financial Services

Location: Oklahoma

Website: thehughes-group.com

Company Founded: 1982

Company Size: 1-10

The Hughes Group Contact Details

Name Title LinkedIn Phone Email
Cexp Larry Hughes President
Requires/Intent
Credit Rating & Analysis
HR & Talent Acquisition
Employee Training & Workforce Development
IoT-enabled Smart Banking Solutions
Blockchain & Cryptocurrency Solutions
and more

62. Zfg Mortgage

Industry: Financial Services

Location: Oklahoma

Website: zfgmortgage.com

Company Founded: 2003

Company Size: 1-10

Company Address: 6670 South Lewis Avenue, Tulsa, Oklahoma, United States

Zfg Mortgage Contact Details

Name Title LinkedIn Phone Email
Harlyn Unruh Chief Operating Officer
Fareed Hussein Senior Mortgage Consultant
Patty Appleton Senior Loan Processor
Ethan Sandoval Loan Processor
Megan Evenson Aardt
Requires/Intent
Marketing Services
Portfolio Management
and more

63. Bank Of Cherokee County

Industry: Financial Services

Location: Oklahoma

Website: bankofcherokeecounty.net

Company Founded: 1907

Company Size: 11-50

Company Address: 110 East Main Street, Hulbert, Oklahoma, United States

Bank Of Cherokee County Contact Details

Name Title LinkedIn Phone Email
Elvis Wright Senior Vice President Operations And Chief Security Officer
Bill Maloni Product Manager
Angy Dodd Mortgage Loan Originator
Loyal Plumb Executive Vice President
Tiffany Turner Treasury Sales Manager
Dustin Scott Assistant Vice President
Ashton Thurman Loan Officer
Requires/Intent and 2 more Employees
Wealth Management
Portfolio Management
Digital Payment & Subscription Solutions
and more

64. Bank Of Commerce Duncan, Ok

Industry: Financial Services

Location: Oklahoma

Website: bocokonline.com

Company Size: 51-200

Company Address: 1601 West Commerce, Duncan, Oklahoma, United States

Bank Of Commerce Duncan, Ok Contact Details

Name Title LinkedIn Phone Email
Cfmp Cindy Flanigan Reynolds Senior Vice President Of Marketing And Human Resources
Christie Chisum It Manager
Brian Bermingham Assistant Vice President - Mortgage Lending Nmls# 488684
Tim Garrett Executive Vice President And Chief Financial Officer
Vivian Campbell Senior Loan Processor
Tommy Sleeper Evecutive Vice President
Karen Stephens Senior Vice President
Requires/Intent and 4 more Employees
Mobile App Development For Financial Services
Loan Origination & Servicing Platforms
and more

65. Peel Payments

Industry: Financial Services

Location: Oklahoma

Website: peelpayments.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1408 South Fretz Avenue, Edmond, Oklahoma, United States

Peel Payments Contact Details

Name Title LinkedIn Phone Email
Lance Mitchell President
Jerry Pierce Senior Vice President
Kristina Bitzer Technical Support Manager
Requires/Intent
Financial Planning & Retirement Solutions
Treasury & Cash Flow Management
Asset Management
Mortgage & Loan Processing
Customer Relationship Management (CRM)
and more

66. Hspg & Associates

Industry: Financial Services

Location: Oklahoma

Website: hspgcpas.com

Company Size: 11-50

Company Address: 5400 North Grand Boulevard, Oklahoma City, Oklahoma, United States

Hspg & Associates Contact Details

Name Title LinkedIn Phone Email
David Lipps Senior Manager - Accounting Services
Victoria Hawkins Hspg And Associates
Victoria Hawkins Manager
Paul Timmons Manager
Jane Secondine Manager
Yolanda Blackburn Senior Accounting Associate
Angela Greene Accountant
Requires/Intent and 3 more Employees
Employee Training & Workforce Development
Blockchain & Cryptocurrency Solutions
Mergers & Acquisitions Advisory
Wealth Management
and more

67. Works & Lentz, Inc

Industry: Financial Services

Location: Oklahoma

Website: workslentz.com

Company Founded: 1990

Company Size: 51-200

Company Address: 3030 Northwest Expressway, Oklahoma City, Oklahoma, United States

Works & Lentz, Inc Contact Details

Name Title LinkedIn Phone Email
Lori Lair Scan Coordinator
Kevin Cochran Collection Manager At Works And Lentz, Inc
Deborah Miller Client Relations Manager
Christie Cochran Accounting Supervisor
Mark Dixon Attorney
Emily Gore Receptionist
Roger Coil Attorney
Requires/Intent and 26 more Employees
Mobile App Development For Financial Services
Compliance & Regulatory Advisory
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
Fraud Detection & Prevention
and more

68. Legacy Planning Partners, Llc

Industry: Financial Services

Location: Oklahoma

Website: lpp-pag.com

Company Founded: 2009

Company Size: 11-50

Company Address: 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma, United States

Legacy Planning Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Teresa Howard Financial Professional
Carl Elkins Financial Advisor
Matthew Pendergrass Financial Professional
Christy Pendergrass Executive Assistant
Requires/Intent
Mobile App Development For Financial Services
HR & Talent Acquisition
ESG & Sustainable Finance Consulting
Tax Planning & Strategy
Corporate Finance Strategy
and more

69. First United Bank And Trust Co

Industry: Financial Services

Location: Oklahoma

Company Size: 51-200

Company Address: 315 East Dewey Avenue, Sapulpa, Oklahoma, United States

First United Bank And Trust Co Contact Details

Name Title LinkedIn Phone Email
Travis Huff Vice President Commercial Lending
Emily Belt Accounting And Risk Management Specialist
Jorge Tauil Risk Management Officer
Deidre Johnson Vice President And Operation Manager
Requires/Intent
Debt Collection & Recovery
Automation & Workflow Optimization
Mortgage & Loan Processing
API Integration For FinTech
Mergers & Acquisitions Advisory
and more

70. Fms Inc

Industry: Financial Services

Location: Oklahoma

Website: fms-collect.com

Company Founded: 1993

Company Size: 201-500

Company Address: 4915 South Union Avenue, Tulsa, Oklahoma, United States

Fms Inc Contact Details

Name Title LinkedIn Phone Email
Heather Schrock-gilley Senior Legal Analyst
Logan Singleton Financial Analyst
Michele Evangelista-lehnus Director Of Training And Quality Assurance
Joshua Lehnus Manager
Chase Spangle Bookkeeper
Bobby Parsons Maintenance
Elizabeth Brookshire Debt Collector
Requires/Intent and 4 more Employees
Asset Management
ESG & Sustainable Finance Consulting
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

71. Chappelwood Financial Services

Industry: Financial Services

Location: Oklahoma

Company Founded: 1990

Company Size: 1-10

Company Address: 1725 East 15th Street, Edmond, Oklahoma, United States

Chappelwood Financial Services Contact Details

Name Title LinkedIn Phone Email
Damon King Investment Advisor
Cfpâ Damon King Investment Advisor
Requires/Intent
Document Management & E-signature Solutions
Accounting Services
and more

72. Currentdesk

Industry: Financial Services

Location: Oklahoma

Website: currentdesk.com

Company Founded: 2013

Company Size: 11-50

Company Address: 1335 East 11th Street South, Tulsa, Oklahoma, United States

Currentdesk Contact Details

Name Title LinkedIn Phone Email
Travis Dahm Co-founder And Director Of Business Development
Jami Barnett Technical Writer
Micah Perini Creative Director
Sam Darbeh Software Engineer
Skylar Wapato Technical Lead
Requires/Intent
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
and more

73. Transfund

Industry: Financial Services

Location: Oklahoma

Website: transfund.com

Company Founded: 1975

Company Size: 51-200

Transfund Contact Details

Name Title LinkedIn Phone Email
Mike Hines Vice President | Senior Sales Executive
Jill Starz Senior Relationship Manager
Pat Hargrave Project Manager
Requires/Intent
Portfolio Management
Branding & Public Relations
Document Management & E-signature Solutions
and more

74. Smiley Elmore & Associates, Investments And Insurance

Industry: Financial Services

Location: Oklahoma

Company Founded: 1970

Company Size: 1-10

Company Address: 4158 South Harvard Avenue, Tulsa, Oklahoma, United States

Smiley Elmore & Associates, Investments And Insurance Contact Details

Name Title LinkedIn Phone Email
Christopher Elmore Financial Advisor And President
Requires/Intent
Sales & Lead Generation Strategy
Mobile App Development For Financial Services
and more

75. Apex Financial Solutions

Industry: Financial Services

Location: Oklahoma

Website: apexokc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 2816 Northwest 58th, Oklahoma City, Oklahoma, United States

Apex Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Charles Wallin Managing Partner
Jeffrey Walls Registered Representative
Blake Hill Registered Representative
Jamie Arnold Producer
Requires/Intent
ERP For Financial Institutions
Tax Planning & Strategy
Digital Payment & Subscription Solutions
and more

76. First Financial Network, Inc.

Industry: Financial Services

Location: Oklahoma

Website: ffncorp.com

Company Founded: 1989

Company Size: 11-50

Company Address: 9211 Lake Hefner Parkway, Oklahoma City, Oklahoma, United States

First Financial Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Jamie Hook Executive Vice President
John Morris President
Ann Coleson Financial Analyst
Bliss Morris Owner
Teresa Hunter Post Closing Manager
Todd Pannell Project Manager
Tiffany Williams Investor Relations
Requires/Intent and 2 more Employees
Document Management & E-signature Solutions
Corporate Finance Strategy
Investment Advisory
Cloud Computing Solutions
Legal Compliance & Advisory
and more

77. The Legacy Financial Group, Inc

Industry: Financial Services

Location: Oklahoma

Website: legacyadvisor.net

Company Founded: 2000

Company Size: 1-10

Company Address: 2508 East 21st Street, Tulsa, Oklahoma, United States

The Legacy Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Elissa Johnson Director Of Operations
Bray Killingsworth Wealth Advisor
Douglas Scott Wealth Management Advisor
Requires/Intent
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
and more

78. Fort Sill Federal Credit Union

Industry: Financial Services

Location: Oklahoma

Website: fsfcu.com

Company Founded: 1955

Company Size: 51-200

Company Address: 6201 Northwest Cache Road, Lawton, Oklahoma, United States

Fort Sill Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Denise Floyd President And Chief Executive Officer
Melody Barber Chief Of Growth And Strategy
Esther Carnahan Fsr Iii
Winnifred Campbell Financial Services Representative
Wesley Smith Computer And Network Technician
Danny Lanman Chief Lending Officer
Brittney Karnes Loan Secretary
Requires/Intent
Financial Planning & Retirement Solutions
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

79. Opus Financial Llc

Industry: Financial Services

Location: Oklahoma

Website: cfo-opus.com

Company Founded: 2019

Company Size: 1-10

Opus Financial Llc Contact Details

Name Title LinkedIn Phone Email
Blake Herndon Managing Partner
Requires/Intent
Marketing Services
ESG & Sustainable Finance Consulting
and more

80. Enj Financial, Llc

Industry: Financial Services

Location: Oklahoma

Website: enjfinancial.com

Company Founded: 2016

Company Size: 11-50

Company Address: 410 4th Street, Alva, Oklahoma, United States

Enj Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Regan Whitehead Human Resources And Marketing Coordinator
Brandi Moore Office Coordinator
Whitney Gum Chief Financial Officer And Tax Director
Amanda Chambers Senior Accountant
Fawn Kingcade Human Resources Manager
Timothy James Accountant
Karly Gillispie Accountant
Requires/Intent and 1 more Employees
Risk Assessment & Mitigation
Securities Trading & Brokerage
Accounting Services
and more

81. The Strategic Solutions Group, Inc.

Industry: Financial Services

Location: Oklahoma

Website: ssgok.com

Company Founded: 2001

Company Size: 1-10

Company Address: 8516 East 101st Street, Tulsa, Oklahoma, United States

The Strategic Solutions Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Belluomo Vice President
Requires/Intent
Debt Collection & Recovery
Financial Auditing & Reporting
and more

82. Integrated Payment Services

Industry: Financial Services

Location: Oklahoma

Website: integratedpaymentservices.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1703 East Skelly Drive, Tulsa, Oklahoma, United States

Integrated Payment Services Contact Details

Name Title LinkedIn Phone Email
Tyler Carson Managing Partner
Requires/Intent
Employee Training & Workforce Development
Technology Consulting
and more

83. Sutterfield Financial Group, Inc.

Industry: Financial Services

Location: Oklahoma

Website: sutterfieldfinancial.com

Company Founded: 1995

Company Size: 11-50

Company Address: 501 East Fourth Street, Bartlesville, Oklahoma, United States

Sutterfield Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Kristine Odden Accountant
Lynsea Freeman Accountant
Blair Link Marketing Manager
Angel Weil Executive Assistant
Karen Thill Accountant
Krystal Winter Executive Legal Assistant
Louise Virden New Business Unit
Requires/Intent and 1 more Employees
Online Advertising & SEO
Legal Compliance & Advisory
Accounting Services
IoT-enabled Smart Banking Solutions
Cloud Computing Solutions
and more

84. Regent Financial Services, Inc.

Industry: Financial Services

Location: Oklahoma

Website: regentfs.com

Company Founded: 2002

Company Size: 11-50

Company Address: 7134 South Yale Avenue, Tulsa, Oklahoma, United States

Regent Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Desiree Lounsbury Operation Specialist
Jason Sauer Operations
Liz Gore Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
and more

85. Zarrow Family Office

Industry: Financial Services

Location: Oklahoma

Website: zarrow.net

Company Size: 11-50

Company Address: 401 South Boston Avenue, Tulsa, Oklahoma, United States

Zarrow Family Office Contact Details

Name Title LinkedIn Phone Email
Shawn Crisp Assistant Managing Director
Jack Green Director Of Security
Anna Street Front Desk Receptionist
Melanie Copeland Corporate Administrator Assistant
Requires/Intent
Marketing Services
Investment Advisory
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
Mobile App Development For Financial Services
and more

86. Financial Risk Solutions Llc

Industry: Financial Services

Location: Oklahoma

Website: thefrsgroup.com

Company Size: 11-50

Company Address: 9658 North May Avenue, Oklahoma City, Oklahoma, United States

Financial Risk Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Cole Richardson Principal
Lindsey Hart Commercial And Personal Insurance Producer
Brandon Winters Insurance Agent
Jane Luttrell Accounting
Jackie Hayes Ins Agt
Rhonda Carey Commercial Csr
Requires/Intent
Financial Auditing & Reporting
Treasury & Cash Flow Management
Corporate Finance Strategy
Risk Management & Compliance
and more

87. Perspective Advisors

Industry: Financial Services

Location: Oklahoma

Website: planwithperspective.com

Company Size: 1-10

Company Address: 1740 Southeast Washington Boulevard, Bartlesville, Oklahoma, United States

Perspective Advisors Contact Details

Name Title LinkedIn Phone Email
Nathan Barham Partner
Requires/Intent
Automation & Workflow Optimization
Securities Trading & Brokerage
Treasury & Cash Flow Management
Omnichannel Customer Support
Risk Assessment & Mitigation
and more

88. Capital Asset Management

Industry: Financial Services

Location: Oklahoma

Website: capitalassetmanagement.com

Company Founded: 1986

Company Size: 11-50

Company Address: 3636 North Roff Avenue, Oklahoma City, Oklahoma, United States

Capital Asset Management Contact Details

Name Title LinkedIn Phone Email
Richard Hoe Financial Services Professional
Sandra Owens Administrative Assistant
Beth Inauen Administrative Assistant
Mark Haenny Financial Consultant
Dionne Cornelius Vice President
Richard Hoe Wealth Manager At Capital Asset Management, Inc
John Magistro Wealth Consultant
Requires/Intent and 2 more Employees
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
and more

89. Core Business Advisors, Pllc

Industry: Financial Services

Location: Oklahoma

Website: okccfo.com

Company Founded: 2010

Company Size: 1-10

Company Address: 12352 Market Drive, Oklahoma City, Oklahoma, United States

Core Business Advisors, Pllc Contact Details

Name Title LinkedIn Phone Email
Chase Almen Cpa
Donna Sodowsky Accountant
Requires/Intent
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

90. Danny Cochran Certified Financial Planner ® And Cpa

Industry: Financial Services

Location: Oklahoma

Website: dannycochran.com

Company Founded: 1981

Company Size: 1-10

Company Address: 816 South Main, Stillwater, Oklahoma, United States

Danny Cochran Certified Financial Planner ® And Cpa Contact Details

Name Title LinkedIn Phone Email
Kevin Bell Enrolled Agent, Wealth Advisor, Client Services
Melissa Mitchell Client Service Manager
Requires/Intent
Asset Management
Data Analytics & Business Intelligence
and more

91. Redstone Wealth Management

Industry: Financial Services

Location: Oklahoma

Website: redstonewm.com

Company Size: 1-10

Company Address: 3404 Northwest 135th Street, Oklahoma City, Oklahoma, United States

Redstone Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lee Cantrell President
Brent Terrell Operations Manager
Dale Powell Operations Analyst
Requires/Intent
AI-powered Financial Insights
Credit Rating & Analysis
Quality Control & Assurance
Mortgage & Loan Processing
and more

92. Sageoak Financial, Llc

Industry: Financial Services

Location: Oklahoma

Website: sageoakfinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 7136 South Yale Avenue, Tulsa, Oklahoma, United States

Sageoak Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Brooklyn Brock Associate Financial Advisor
Requires/Intent
Employee Training & Workforce Development
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

93. Investrust, N.a.

Industry: Financial Services

Location: Oklahoma

Company Founded: 1998

Company Size: 1-10

Company Address: 5100 North Classen Boulevard, Oklahoma City, Oklahoma, United States

Investrust, N.a. Contact Details

Name Title LinkedIn Phone Email
Dani Craig Retirement Plan Specialist
Romeo Bryant System Administrator
Megan Kershaw Trust Administrative Assistant
Kevin Morrissey Business Development Manager
Stephanie Corder Retirement Plan Specialist
Matt Murphy Chief Information Officer
Requires/Intent
Asset Management
Technology Consulting
Data Analytics & Business Intelligence
Legal Compliance & Advisory
and more

94. Archambo Financial Advisors

Industry: Financial Services

Location: Oklahoma

Website: archambofinancial.com

Company Size: 1-10

Company Address: 310 South Osage Avenue, Bartlesville, Oklahoma, United States

Archambo Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Archambo Owner
Aaron Archambo President, Investment Advisor
Requires/Intent
AI-powered Financial Insights
Investment Advisory
Sales & Lead Generation Strategy
Mergers & Acquisitions Advisory
and more

95. Dericks Leasing & Financial Company

Industry: Financial Services

Location: Oklahoma

Website: dericksleasing.com

Company Founded: 1984

Company Size: 1-10

Dericks Leasing & Financial Company Contact Details

Name Title LinkedIn Phone Email
Richard Dericks Principal
Dick Dericks President At Dericks Leasing And Financial Company
Requires/Intent
Financial Planning & Retirement Solutions
Risk Management & Compliance
Technology Consulting
Automation & Workflow Optimization
and more

96. Utica Capital

Industry: Financial Services

Location: Oklahoma

Website: uticap.com

Company Size: 11-50

Company Address: 2100 South Utica Avenue, Tulsa, Oklahoma, United States

Utica Capital Contact Details

Name Title LinkedIn Phone Email
Patricia Mapel Associate Advisor
Donna Chadwell New Business Specialist
Celestine Njoku Investment Advisor
Requires/Intent
Omnichannel Customer Support
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

97. Cameron Financial Strategies

Industry: Financial Services

Location: Oklahoma

Website: melindaolbert.com

Company Size: 1-10

Company Address: 9012 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Cameron Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Melinda Olbert President And Founder
Catherine Lantz Financial Planner
Requires/Intent
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
and more

98. Farm Credit Of Western Ok

Industry: Financial Services

Location: Oklahoma

Website: fcwestok.com

Company Size: 1-10

Company Address: 3302 Williams Avenue, Woodward, Oklahoma, United States

Farm Credit Of Western Ok Contact Details

Name Title LinkedIn Phone Email
Joe Carson Risk Analyst
Travis Boren It Support Specialist
Requires/Intent
Compliance & Regulatory Advisory
Marketing Services
Financial Forecasting & Modeling
Asset Management
and more

99. Russell W Kuteman, Cpa

Industry: Financial Services

Location: Oklahoma

Website: rwk-cpa.com

Company Founded: 2015

Company Size: 1-10

Company Address: P/o Box 5516, Edmond, Oklahoma, United States

Russell W Kuteman, Cpa Contact Details

Name Title LinkedIn Phone Email
Russell Kuteman Business Finance Executive And Consultancy | C-level Portfolio Mgmt | Global Brand Franchising
Requires/Intent
Sales & Lead Generation Strategy
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

100. Express Premium Finance Co

Industry: Financial Services

Location: Oklahoma

Website: expresspremium.com

Company Size: 11-50

Company Address: 21 East Main Street, Oklahoma City, Oklahoma, United States

Express Premium Finance Co Contact Details

Name Title LinkedIn Phone Email
Matthew Price President And Chief Executive Officer
Cathy Pickelsimer Risk Manager
Requires/Intent
Insurance & Underwriting Services
Risk Management & Compliance
and more
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Oklahoma Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dominick Caracillo Heartland Payment Systems Division Manager - Leadership Development, Hiring, Training, Sales Manager
2 Brad May Heartland Payment Systems Vice President Of Sales, Mid-atlantic Region
3 Katie Wheeler Heartland Payment Systems Vice President Of Sales
4 Jared Clark Heartland Payment Systems Divison Sales Manager
5 Jason Hetrick Heartland Payment Systems Division Manager - Dc Metro
6 T.j Kerr Heartland Payment Systems Vice President Of Sales Operations
7 Kerry Cofer Heartland Payment Systems Territory Manager
8 Debbie Isaacs Gateway Mortgage Group, Llc Branch Lending Manager And Trusted Mortgage Advisor
9 Jason Geisler Gateway Mortgage Group, Llc Area Manager
10 Billy Phillips Gateway Mortgage Group, Llc Loan Officer
11 Matthew Carter Gateway Mortgage Group, Llc Branch Manager
12 Chris Doke Gateway Mortgage Group, Llc Mortgage Sales Manager, Nmls #984758
13 Susan Featherstone Gateway Mortgage Group, Llc Mortgage Consultant
14 Todd Bonnet Gateway Mortgage Group, Llc Branch Manager And Mortgage Loan Officer
15 Danny Flannery First United Bank Vp, Mortgage Market Director- First United Bank And Trust
16 Trisha Barnes First United Bank Mortgage Consultant
17 Greg Massey First United Bank Chief Executive Officer
18 Andy Sherrer First United Bank Community Market President
19 Harold Mcleod First United Bank Senior Vice President - Team Leader
20 Jason Karn First United Bank Mortgage Loan Consultant
21 Steve Brown First United Bank Mortgage Loan Consultant
22 John Worley Massmutual Oklahoma Managing Director At Massmutual Oklahoma
23 Haylee Kenmore Massmutual Oklahoma Financial Services Professional
24 Lawrence Fugett Massmutual Oklahoma Registered Representative
25 Robert Karaya Massmutual Oklahoma Agency House Account Manager And Financial Advisor
26 Kelly Berry Massmutual Oklahoma Financial Services Professional
27 Scott Case Massmutual Oklahoma Financial Services Professional
28 Michael Mccall Massmutual Oklahoma Financial Planner, Investment Advisor Representative
29 Steve Mooney Truity Credit Union Senior Vice President And Chief Technology Officer
30 Tim Mock Truity Credit Union Business Development Officer, Ccufc
31 Csme Amy Grose Truity Credit Union Senior Vice President Marketing
32 Amy Newell Truity Credit Union Assistant Manager, Mortgage Loan Officers
33 Amy Grose Truity Credit Union Avp, Marketing
34 Liberty-grace Bland Truity Credit Union Mortgage Servicing Representative
35 Becki Gailey Truity Credit Union Mortgage Development Officer
36 Jessica Hanson Finance Of America Reverse Llc Manager
37 Shane Dishman Finance Of America Reverse Llc Director Of Sales
38 Meagan Medina Finance Of America Reverse Llc Learning Systems Administrator
39 Jessica Rankins Finance Of America Reverse Llc Assistant Vice President Training And Process Management, De Underwriter
40 Marci Stevenson Finance Of America Reverse Llc Training Manager-retail Call Center

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Florida 5273
10 Financial services Companies in Georgia 13506
11 Financial services Companies in Hawaii 103
12 Financial services Companies in Idaho 869
13 Financial services Companies in Illinois 16797
14 Financial services Companies in Indiana 5687
15 Financial services Companies in Iowa 8813
16 Financial services Companies in Kansas 5318
17 Financial services Companies in Kentucky 2363
18 Financial services Companies in Louisiana 2169
19 Financial services Companies in Maine 2149
20 Financial services Companies in Maryland 6935
21 Financial services Companies in Massachusetts 16587
22 Financial services Companies in Michigan 5559
23 Financial services Companies in Minnesota 14603
24 Financial services Companies in Mississippi 2290
25 Financial services Companies in Missouri 19297
26 Financial services Companies in Montana 898
27 Financial services Companies in Nebraska 6544
28 Financial services Companies in Nevada 1792
29 Financial services Companies in New Hampshire 1010
30 Financial services Companies in New Jersey 9176
31 Financial services Companies in New Mexico 1008
32 Financial services Companies in New York 113150
33 Financial services Companies in North Carolina 7960
34 Financial services Companies in North Dakota 642
35 Financial services Companies in Ohio 8615
36 Financial services Companies in Oregon 3218
37 Financial services Companies in Pennsylvania 21443
38 Financial services Companies in Rhode Island 658
39 Financial services Companies in South Carolina 4269
40 Financial services Companies in South Dakota 947
41 Financial services Companies in Tennessee 8071
42 Financial services Companies in Texas 12289
43 Financial services Companies in Utah 8759
44 Financial services Companies in Vermont 800
45 Financial services Companies in Virginia 26128
46 Financial services Companies in Washington 2203
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241

Financial Services companies in different cities of Oklahoma

No. Cities Number of Contacts Download
1 Financial services Companies in Oklahoma City 26912
2 Financial services Companies in Tulsa 29696
3 Financial services Companies in Edmond 7424
4 Financial services Companies in Norman 1392