Friday Financial Forum Sept. 25 in Bartlesville, Okla.

Tuesday, September 22 at 06:35 AM
Category: Arvest Community News

Join us Friday, Sept. 25 at 9:50 a.m. for our Friday Financial Forum. We will meet at the Friday Forum Room at Arvest's East Side Branch, located at 4225 S.E. Adams Rd. in Bartlesville, Okla*. 

This week’s features will begin with a 9:50 a.m. pre-forum comedic performance by the The Salty Seniors under the direction of Mr. Joe Sears. The group will be performing at the Heritage Theater in Dewey, Okla., the following Sunday, Sept. 27.
 
Also featured this week will be Clay Nickel, CPM® Vice President, Portfolio Manager and Director of Investment Strategy and is an integral member of AAM’s portfolio management team and overall money management effort. 
 
As Director of Investment Strategy, Clay is responsible for the development and oversight of the Investment Management Group (IMG) product line and serves as the main spokesman for IMG and the AAM portfolio management team with customers, prospects and advisors. Prior to joining Arvest in 2010, Clay was a portfolio manager for a $4 billion community bank in the Midwest and managed a $300 million investment portfolio for high net worth individuals and institutions. 
 
The original Buffalo Dale will also be on hand to make an announcement about the official launch of his book, "Footprints In The Dew: The Mullendore Mystery."


What you can expect at the event:

  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears & Rep. Travis Dunlap) 
  • News: "The Scoop" - all about business and community happenings in Bartlesville (Billie Roane, Arvest Bank) 
  • Stock Report & Economic Update: Josh Randolph**, Arvest Asset Management
  • Hilarious Anecdotes: Jim Bohnsack, Arvest Bank

Each week is different with a few surprises! Come join us for cookies and coffee and hear about what’s going on! 

If you have any questions or would like to add someone to the email invitation list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

**Josh Randolph - Oklahoma Insurance License #122041

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution. 

Tags: Bartlesville, Community Support, Oklahoma
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