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Joey Haile, CRCM, CAMS, CFIRS

Joey Haile, CRCM, CAMS, CFIRS

Followers of Joey Haile, CRCM, CAMS, CFIRS800 followers
location of Joey Haile, CRCM, CAMS, CFIRSBixby, Oklahoma, United States

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  • Timeline

  • About me

    SVP, Director of Compliance and Wealth Audit, providing oversight and guidance on regulatory requirements for the organization's BSA, wealth management, and consumer compliance functions

  • Education

    • Northeastern State University

      1993 - 1997
      Bachelor of Business Administration (B.B.A.) Accounting and Finance

  • Experience

    • BOK Financial

      Aug 2000 - now

      I assist the Compliance Audit Director and the Chief Auditor in determining the annual department objectives, annual audit plan and annual risk assessments. I direct the work of the compliance audit staff and assist in their training and development. I also review work and provide feedback to the team to help with development and meeting our department objectives. Additionally, I direct and perform special projects as needed.

      • SVP, Director of Compliance and Wealth Audit

        Nov 2021 - now

      • VP, Compliance Audit manager

        Jul 2013 - Nov 2021

      • Compliance Audit Supervisor

        Mar 2007 - Jul 2013

      • Compliance Auditor

        Jun 2005 - Mar 2007

      • Corporate Internal Auditor

        Aug 2000 - Jun 2005

  • Licenses & Certifications

    • Certified Regulatory Compliance Manager (CRCM)

      The Institute of Certified Bankers
      Apr 2007

    • Certified Unbeatable Mind Coach

      Unbeatable Mind
      Oct 2022

    • Certified fiduciary and Investment Risk Specialist

      Cannon Financial Institute
      Feb 2022

    • Certified Anti-Money Laundering Specialist (CAMS)

      ACAMS
      Mar 2016