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Patrick Coughlin has extensive experience in the financial services and healthcare industries, with a strong focus on investment management. Since December 2017, Patrick has been with the Bank of Oklahoma, advancing from a Relationship Associate III to Investment Manager Team Lead, overseeing investment services. Prior to this, Patrick spent over six years at Charles Schwab as a Portfolio Analyst, providing training on CRM functions and tools. Earlier career roles include quality assurance at Quest Diagnostics, where Patrick monitored quality errors and contributed to Six Sigma process improvement projects, as well as clerical and data entry positions in the insurance sector. Patrick holds a Bachelor of Business Administration from Baker University and an additional Bachelor of Business Administration from Pittsburg State University.