1. Patricia C. Mapel
9411 S. Sandusky Ave.
Tulsa, OK 74137
303-263-6773~trischmapel@gmail.com
EDUCATION AND LICENSES:
• University of Northern Colorado 2001-2005
• Bachelor of the Arts in History and Legal Studies
• FINRA Series 6, 63, 7
• Oklahoma Accident Life and Health Insurance
EXPERIENCE:
Bank of Oklahoma (BOKF, NA)
Account Manager (September 2013-March 2015)
• Managed 40+ relationships of existing and perspective clients in the Mid Atlantic and
Northeast regions, consisting mainly of larger regional banks and credit unions.
• Responsible for onboarding new clients to the Correspondent platform. Over the course
of 2013 onboarded and developed 36 new active clients to BOKF.
• Managed the full application process for new clients; including preparing a proposal for
the approval committee, tracking miscellaneous items needed for approval, and
communicating with the client through out the entire process.
• Managed Salesforce integration within the correspondent channel, help with the creation
of leadership reports to monitor activity tracking, protect mining, and general client
management.
• Responsible for developing new client relationships once an application had been
submitted in house.
• Managed the start up of new relationships, including product training, operational
support, and business development.
• Create, develop and maintain production and territory development reporting.
• Primary point of contact for heads of banks and mortgage divisions.
Onboarding and Training Development Specialist
• Facilitate and organize the onboarding of new employees of the Wealth Management
Division of BOKF.
• Liaison between various projects to execute training and development of new employees.
• Travel on site to help with the first week of new employee development.
• Create training and development material for 5 different channels within BOKF Wealth
Management.
Trust Associate/Product Manager II (January 2012-May 2013)
• Build and manage the plan reviews for all Institutional Wealth, Trust, and 401(k) plan
clients.
• Work with a team of 25 Relationship Managers to develop product disclosures, plan
improvements, and investment disclosures to ensure compliance with ERISA regulations.
• Helped to spearhead and develop the onboarding program for Institutional Wealth within
the Wealth Management channel.
Newfield Exploration
Land Tech (July 2011-January 2012)
• Assist Landman in input and review of collected leases
• Process lease and royalty payments to land owners
• Create and maintain land files.
• Assist Landmen in surveying projects and permitting.
Ameriprise Financial office of David C. Provenzano
ParaPlanner (June 2009-July 2011)
• Client service liaison; handle and resolve client income, account, product and insurance
issues that arise on a day-to-day basis.
• Assist in annual client reviews, including but not limited to trust accounts, non-qualified
investment accounts, and annual IRA regulatory withdrawals and withholdings.
• Mutual fund, stock, bond, and index analysis as it applies to practice objectives, as well
as client holdings and reallocations that need to be completed.
• Analyze fund styles, investment objectives, past performance, current pricing models,
and holding turn over and risk ratios in order to rebalance and invest clients according to
risk tolerance and investment goals and objectives.

2. • Client financial plan data gathering, processing, input and analysis. Input financial data
into NaviPlan software, review probability of success and different scenarios that to help
clients achieve their financial goals.
• Prepare client retirement income and expense strategies including debt consolidation, but
not limited to, major purchase, and worse case scenarios situations.
• Process and review clients insurance and financial account applications and contracts.
• Identify sale opportunities for life, health, long term care, and annuity products.
• Maintain the compliance of the practice and advisors in the practice, as it applies to
current FINRA and State Laws and Regulations.
JACKSON National Life Insurance
Business Development Consultant- Territory: JNLD Southeastern PA; Western Upstate NY
Internal Wholesaler (Level III)- Territory: JNLDR Eastern PA (August 2006-March 2009)
• Regional Marketing Consultant for variable annuities and mutual funds for independent
advisors in Western Upstate NY and Eastern PA.
• Virtually ran and organized a $145 million territory, including maintaining existing
relationships, prospecting for new business relationships, and re-building broken
relationships.
• Assisted with the development of company wide organizational and efficiency systems to
create more profitable territories.
• Company leadership member, product specialist, and marketing liaison between the sales
teams and internal service and marketing departments.
• Completed professional presentation system, which allowed me to travel throughout the
United States and present educational seminars to clients and representatives nation wide.
Washington Mutual
Licensed Senior Personal Financial Representative, Arvada, Colorado (June 2005-August 2006)
• Mortgage loan preparation and origination.
• Assisted clients in preparation financial data for underwriting review and pre-approval
for home equity and business loans.
• Business loans and banking origination and acquisition.
SKILLS:
• Excellent prospecting and sales ability. Professionally trained to prospect through needs
based questioning to ensure a value added sales experience.
• Excellent communication skills, able to communicate effectively and accurately over the
phone and in person to ensure client satisfaction and understanding.
• Professionally trained to present in front of groups of different sizes.
• Coach-able and willing to implement new techniques which can lead to individual as well
as team success.
• Excellent interpersonal skills.
• Technical proficiencies include; Intercall web based meetings, Salesforce, Microsoft
Word, Outlook, Excel, PowerPoint, MorningStar Advisor Workstation, and S&P Advisor
workstation.