Jean Kates is a client service manager for Full Sail Capital. Jean’s passions are her family, friends and anything outdoors.
Jean joined Full Sail Capital in June 2018. Her firm focus is relationship management support for client accounts and serving client needs.
Jean earned her bachelor of business administration in finance degree from the University of Central Oklahoma. She graduated from Cannon Trust School in February 2014 earning the Certified Trust and Financial Advisor (CTFA) designation by the Institute of Certified Bankers.
In March 2011, Jean joined The Trust Company of Oklahoma as an administrative assistant and was promoted to trust officer in 2012. She also has more than 15 years of banking experience with 10 years spent at Arvest Bank where she served as a bank officer in the credit analyst department.
Jean serves as a director for the oklahoma wildlife conservation foundation and serves as secretary/treasurer of the board. Jean is a native Oklahoman who grew up in Canute. She and her husband, Chris, live in east Edmond with their various animals including a dog, a donkey, a mule, a couple of horses and four goats to round out their four-legged family.
“The weight and responsibility of legacy can be heavy. We can help you grow and manage your generational wealth, one step at a time.”