What company does Carter Wimberly work for?

Carter Wimberly is a Vice President, Investment Oversight Team Manager & External Performance Analyst at BOK Financial, a company specializing in Monetary Authorities-Central Bank.

Where Carter Wimberly graduated from?

Carter Wimberly holds a degree in from Texas A&M University.

Who is Carter Wimberly?

Carter Wimberly is a seasoned financial professional with extensive experience in asset management and fiduciary services, currently serving as Vice President at BOK Financial. He excels in managing complex trust services, ensuring compliance, and optimizing investment oversight for affluent clients. His role involves collaborating with third-party investment advisors while maintaining a custodian-neutral approach. Carter has a strong background in banking and financial services, having held various leadership positions that emphasize relationship management and operational efficiency. Beyond his professional achievements, he has been recognized with multiple awards for community service, showcasing his commitment to social responsibility. His educational background includes a Bachelor of Science degree from Texas A&M University, further solidifying his expertise in finance. Carter's diverse experience spans both corporate banking and specialized fiduciary services, making him a versatile asset in the financial sector.