The Trust Company of Oklahoma

The Trust Company of Oklahoma List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Trust Company of Oklahoma. You can filter them based on skills, years of employment, job, education, department, and prior employment.

The Trust Company of Oklahoma Salaries. You can even request information on how much does The Trust Company of Oklahoma pay if you want to. Learn about salaries, pros and cons of working for The Trust Company of Oklahoma directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

10 The Trust Company of Oklahoma employees in database. Find out everything there's to know about The Trust Company of Oklahoma employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

The Trust Company of Oklahoma Employees

Employee
Years
Job
Industry
Brea Atzenhofer Smith Brea Atzenhofer Smith Tulsa, Oklahoma Details
Brea Atzenhofer Smith's The Trust Company of Oklahoma Experience October 2013 - February 2015
Job Account Exec
Industry Financial Services
Experience
NextGear Capital  February 2015 - Present
The Trust Company of Oklahoma   October 2013 - February 2015
Springleaf Financial Services  January 2006 - May 2013
First Omni Mortgage Lending  January 2005 - July 2005
Premier Locations - U.S. Cellular National Agent   March 2002 - December 2004

Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Loan Origination, Banking, Mortgage Banking, Retail Banking, Credit Risk, Branch Management, Refinance, Residential Mortgages, Cross Selling, Lines Of Credit, Cash Management, Life Insurance, Loan Servicing, Loss Mitigation, New Business Development, Underwriting, Microsoft Office, Analysis, Finance, Microsoft Excel, Insurance, Customer Service, Management, Sales, Leadership, Budgets

Education
Oklahoma State University   2013 — 2014
Bachelor's degree, Accounting

Oklahoma State University   2000 — 2004
Bachelor's degree, Finance, General

Stacey Curtis, CTFA Stacey Curtis, CTFA Tulsa, Oklahoma Details
Stacey Curtis, CTFA's The Trust Company of Oklahoma Experience March 2010 - July 2015
Job VP, Relationship Manager Bank of Oklahoma
Industry Financial Services
Experience
Bank of Oklahoma  August 2015 - Present
The Trust Company of Oklahoma   March 2010 - July 2015
Bank of Oklahoma  March 2008 - March 2010

Skills
Wealth Management, Financial Planning, Insurance, Financial Services, Investments, Portfolio Management, Asset Management, Retirement Planning, Mutual Funds, Financial Analysis, Asset Allocation, Securities, Banking, Finance, Trusts, Risk Management, Estate Planning

Education
Arkansas State University
Bachelor of Science (BS), Corporate Finance

University of Arkansas at Fayetteville

Mark Winters Mark Winters Tulsa, Oklahoma Area Details
Mark Winters's The Trust Company of Oklahoma Experience 1998 - 2006
Job Petroleum Land Professional
Industry Oil & Energy
Experience
Independent Professional Petrolem Landman   April 2015 - Present
Joshi Oil & Gas, a division of Joshi Technolgies International, Inc.   April 2014 - April 2015
Winters & Winters LLC   January 2013 - April 2014
Samson  October 2006 - December 2012
The Trust Company of Oklahoma   1998 - 2006

Skills
Energy Industry, Gas, Natural Gas, Petroleum, Leases, Oil/Gas, Lease Negotiations, Lease Administration, Title Opinions, Title Clearing, Title Searches, Professional Ethics, Negotiation, Management, Contract Management, Drilling, Mineral Rights, Division Orders, Titles, Minerals, Contract Negotiation, Onshore, Due Diligence, Operating Agreements, Oil & Gas Industry, Oil Exploration, Land Acquisition, Organization Skills, Divestitures, Contract preparation, Communication, Oil, Completion, Abstracting, Chain of Title, Land Administration, Supervisory Skills, Field Development, Downstream Oil, Reserves, Oil Industry, Training, New Ventures, Directional Drilling, Surface, Wealth Management, Petroleum Geology, ArcGIS, Shale, BOLO

Education
Tulsa Nathan Hale High School
High School

University of Oklahoma
BBA, Business-Marketing

Jim Arens, CFA Jim Arens, CFA Tulsa, Oklahoma Area Details
Jim Arens, CFA's The Trust Company of Oklahoma Experience May 1997 - Present
Job EVP, Chief Investment Officer at Trust Company of Oklahoma
Industry Investment Management
Experience
The Trust Company of Oklahoma   May 1997 - Present
KPMG Peat Marwick  May 1993 - May 1997
Arthur Andersen  June 1988 - August 1991

Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Asset Managment, Alternative Investments, Financial Analysis, Financial Markets, Financial Advisory, Investment Management, 401k, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Emerging Markets, Equities, Equity Valuation, Finance, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Fund Of Funds, Investment Advisory, Investment Strategies, Mutual Funds, Private Equity, Retirement Planning, Risk Management, Securities, Strategic Financial..., Trading, Valuation, Venture Capital, Wealth Management...

Education
The University of Texas at Austin - The Red McCombs School of Business   1991 — 1993
MBA, Finance

Southern Methodist University   1983 — 1988
BBA, Finance & Accounting

O'Connell High School   1979 — 1983

Julissa Medina, MPA, PHR, SHRM-CP, QKA Julissa Medina, MPA, PHR, SHRM-CP, QKA Tulsa, Oklahoma Area Details
Julissa Medina, MPA, PHR, SHRM-CP, QKA's The Trust Company of Oklahoma Experience April 2013 - Present
Job Assistant Vice President, Benefit Plan Testing & Compliance Officer at Trust Company of Oklahoma
Industry Financial Services
Experience
The Trust Company of Oklahoma   April 2013 - Present
ONEOK  October 2011 - April 2013
CommunityCare HMO, Inc.   June 2008 - October 2011
Family Safety Center (DVIS)   January 2006 - June 2008

Skills
Employee Benefits, Human Resources, Deferred Compensation, New Hire Orientations, FMLA, Management, Payroll, Employee Relations, Benefits Administration, Policy, HRIS, COBRA, Onboarding, Recruiting, Workers Compensation, Performance Appraisal, Open Enrollment, HR Policies, Team Building, Job Descriptions, HR Consulting, Interviews, Employee Handbooks, Health Insurance, Auditing, Training, ADP Payroll, Screening Resumes, 401k, Exit Interviews, Employee Training, Leadership Development, Oracle HR, Defined Benefit, Customer Service, Defined Contribution, ERISA, Nondiscrimination..., Form 5500 preparation, Compliance Testing, Health & Welfare..., Qualified Retirement...

Education
University of Oklahoma   2008 — 2011
MPA, Public Administration

The University of Kansas   2001 — 2005
Bachelor of Arts, Political Science, Spanish and French

Bishop Kelley High School   1997 — 2001
High School Diploma

Michael Hopper, CFP® Michael Hopper, CFP® Tulsa, Oklahoma Area Details
Michael Hopper, CFP®'s The Trust Company of Oklahoma Experience September 2013 - Present
Job Assistant Vice President Compliance at The Trust Company of Oklahoma
Industry Financial Services
Experience
The Trust Company of Oklahoma   September 2013 - Present
Michael Hopper Educational Services   December 2009 - January 2015
Northwestern Mutual  August 2011 - August 2013
Northwestern Mutual  2007 - August 2013
Northwestern Mutual  May 2005 - December 2009

Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Training, Mutual Funds, Life Insurance, Disability Insurance, Fixed Annuities, Management, Customer Service, Microsoft Office, Financial Planning, Financial Analysis, Leadership, Finance, Wealth Management

Education
University of Oklahoma   2006 — 2009
B.B.A., Economics

University of Tulsa   2000 — 2001

Jean Kates, CTFA Jean Kates, CTFA Oklahoma City, Oklahoma Area Details
Jean Kates, CTFA's The Trust Company of Oklahoma Experience November 2014 - Present
Job Assistant Vice President at The Trust Company of Oklahoma
Industry Financial Services
Experience
The Trust Company of Oklahoma   November 2014 - Present
The Trust Company of Oklahoma   November 2012 - October 2014
The Trust Company of Oklahoma   March 2011 - October 2012
Arvest Bank  October 2000 - March 2011

Skills
Financial Analysis, Strategic Planning, Strategic Financial..., Investments, Credit Analysis, Portfolio Management, Banking, Consumer Lending, Cash Management, Loans, Outlook, Finance, Credit, Commercial Lending, Wealth Management, Commercial Banking, Underwriting, Microsoft Excel, Credit Risk, Customer Service, Loan Origination, Risk Management, Small Business Lending, Retail Banking, Mortgage Lending

Education
University of Central Oklahoma   2003 — 2007
Bachelor, Finance

Sheri Neal Sheri Neal Oklahoma City, Oklahoma Area Details
Sheri Neal's The Trust Company of Oklahoma Experience May 2005 - January 2011
Job Controller at Austin Management Company
Industry Financial Services
Experience
Austin Management Company   January 2011 - Present
The Trust Company of Oklahoma   May 2005 - January 2011
Bank One  1996 - 2000

Skills
Banking, Tax Preparation, Financial Analysis, Portfolio Management, Asset Management, Strategic Planning, Investments, Turbo Tax, Paychex, Team Building, Research, Public Speaking

Education
Mid America Christian University   2009 — 2011
BBA, Business Management & Ethics

Hillsdale Free Will Baptist College   1990 — 1992
Associates, Business