Philip Donald Mock

Plus aucun poste en cours

Profil

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.

Anciens postes connus de Philip Donald Mock

Sociétés	Poste	Fin
The Trust Company of Oklahoma	Gestionnaire de Portefeuille-Actions	01/06/2022
PricewaterhouseCoopers LLP	Corporate Officer/Principal	-
BOK Financial Securities, Inc.	Corporate Officer/Principal	-
Mariner Wealth Advisors-St. Louis LLC	Corporate Officer/Principal	-

Formation de Philip Donald Mock

Oklahoma State University

Graduate Degree