Wesley Rothove

About Wesley Rothove

Throughout my career as a Fixed-Income Institutional Advisor, I have been passionate about building strong relationships and enabling my clients to achieve their desired results. I have over 25 years of experience in advising institutional investors and financial institutions in fixed-income portfolio management as well as asset/liability management. I strive to develop a long-term relationship with clients through a long-term approach to fixed-income investing. Key Achievements • Several Billion traded in Fixed income securities to institutional investors. • Emphasis on US Treasury, CDs, Agency, MBS, CMBS, Municipal, and Corporate bonds. • Primary concentration on investing for banks, municipalities, credit unions, money managers, and corporations. • Institutional accounts ranging from $100 million to over $500 billion in assets.Information on BOK Financial:BOK Financial (BOKF), headquartered in Tulsa, Oklahoma, is one of the top 25 U.S. based bank holding companies. At $47 billion in assets, we are one of the largest bank holding companies in the United States. The company\'s stock is publicly traded on NASDAQ under the Global Select market listings (symbol: BOKF). BOK Financial\'s holdings include BOKF, NA, BOK Financial Securities (Fixed-Income Dealer), Cavanal Hill Investment Management, Inc, and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust. For more information visit:

Experience

1. BOK Financial

   Present

Education

• Rockhurst University

  Bachelor & MBA, Finance & Economics

  1999 — 2005

• University of Wisconsin-Madison

  Graduate School of Banking

  2006 — 2008

Skills

• Brokered Certificates of Deposit
• Government Agency Securities
• Collateralized Mortgage Obligation (CMO)
• Municipal Bonds
• Banking
• Risk Management
• Bonds
• Securities
• Mortgage Lending
• Commercial Banking
• Fixed Income Analysis
• Fixed Income Portfolio Management
• Finance
• Mortgage-Backed Pools
• Valuation
• Credit Analysis
• Credit
• Portfolio Management
• Fixed Income Strategies
• Financial Analysis
• Investments
• Asset Management