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Jonathan Krummel, CFA, CPA

760 followers

Oklahoma City, Oklahoma, United States

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Timeline
About me
CFO - ARL BioPharma, Partner - Cypress Real Estate
Education
- University of Oklahoma
  2009 - 2011
  Master of Business Administration (M.B.A.)
- University of Oklahoma
  2004 - 2007
  Bachelor of Business Administration (B.B.A.) Finance
  Activities and Societies: Relay for Life, Habitat for Humanity, Pi Kappa Alpha Fraternity, University of Oklahoma Homecoming
Experience
- University of Oklahoma
  Aug 2010 - Jan 2011
  - Research Assistant - Oil/Gas Derivatives
    Jun 2010 - Jan 2011
  - Teaching Assistant - Managerial Accounting
    Aug 2010 - Dec 2010
- BOK Financial
  Jun 2011 - Mar 2015
  - Assistant Vice President, Portfolio Manager
    Oct 2014 - Mar 2015
  - Assistant Vice President, Investment Analyst
    Sept 2013 - Sept 2014
  - Special Assets Analyst & Portfolio Manager
    Mar 2012 - Aug 2013
  - Accelerated Career Track, Commercial Banking
    Jun 2011 - Mar 2012
- Waypoint Investment Group of Wells Fargo Advisors
  Mar 2015 - Aug 2016
  Financial Advisor
- The Medallion Group, Inc
  Jan 2017 - Sept 2018
  Chief Financial Officer
- Cypress Real Estate, LLC
  Oct 2018 - now
  Partner
- ARL Bio Pharma
  Nov 2023 - now
  Chief Financial Officer
Licenses & Certifications
- Certified Public Accountant
  Oklahoma Accountancy Board
- CFA Charterholder
  CFA Institute
Volunteer Experience
- President - Board of Trustees
  Issued by Harn Homestead Museum on Jul 2022
  Associated with Jonathan Krummel, CFA, CPA
- Treasurer - Board of Trustees
  Issued by Harn Homestead Museum on Jul 2021
  Associated with Jonathan Krummel, CFA, CPA

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