Heritage Trust Company
Founded: 1998 Parent organization: Argent Financial Group, Inc. Subsidiaries: Ameritrust Holding Company, Heritage Trust Company, Asset Management Arm
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Heritage Trust Company Employees
BancFirst July 2015 - Present
Verizon June 2014 - July 2014
Heritage Trust Company May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Oral & Written..., Spreadsheets, Organization, Highly personable, Microsoft PowerPoint, PowerPoint, Customer Service, Social Media, Leadership, Communication, Social Networking, Research, Marketing
Education
Oklahoma State University 2011 — 2015
Bachelor of Science in Business Administration, Finance, Summa Cum Laude
Elements Behavioral Health November 2013 - Present
Celebrate Recovery 2008 - 2014
Ministries of Jesus August 2006 - October 2013
Heritage Trust Company October 1998 - July 2006
Skills
Group Therapy, Crisis Intervention, Mental Health Counseling, Treatment, Mental Health, Family Therapy, Psychotherapy, Case Management, Addiction Recovery, Google Groups, Stress Management, Counseling Psychology, Program Development, Community Outreach, Adolescents, Public Speaking
Education
University of Central Oklahoma 2009 — 2012
Masters of Arts, Substance Abuse/Addiction Counseling
University of Central Oklahoma 1985 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Radix Financial, LLC January 2015 - Present
Heritage Trust Company September 2013 - January 2015
Heritage Trust Company January 2012 - August 2013
Heritage Trust Company July 2009 - December 2011
Heritage Trust Company September 2007 - July 2009
Heritage Trust Company May 2007 - September 2007
Devon Energy May 2006 - August 2006
Skills
Financial Modeling, Personal Financial..., Investments, Trusts, Strategic Financial..., Non-profit Finance, Finance, Asset Management, Wealth Management, Financial Analysis, Financial Planning, Portfolio Management, Banking, Mutual Funds
Education
University of Oklahoma 2010 — 2012
Master of Business Administration (MBA), Finance
University of Oklahoma
Executive Certificate in Financial Planning
Oklahoma Christian University 2003 — 2007
Bachelor of Arts (BA), Marketing/Management, 4.0
The University of Georgia 2015 — 2019
Doctor of Philosophy (PhD), Consumer Economics
Northern Trust October 2009 - Present
Northern Trust June 2008 - October 2009
Northern Trust February 2007 - June 2008
Northern Trust November 2005 - February 2007
Northern Trust April 1995 - November 2005
Northern Trust January 1991 - April 1995
Heritage Trust Company August 1981 - January 1991
Education
University of Houston 1971 — 1974
Bachelor's Degree, Business Education, Magna Cum Laude
The Southwestern Graduate School of Banking 1985 — 1987
Trust Major, With Honors
The Texas School of Trust Banking
MidFirst Bank May 2014 - Present
Heritage Trust Company January 2012 - May 2014
Skills
Legal Writing, Due Diligence, Financial Analysis, Contract Negotiation, Negotiation, Legal Research, Westlaw, Leases, Microsoft Office
Education
Oklahoma City University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
University of Oklahoma 2003 — 2007
Journalism, Public Relations, Advertising, and Applied Communication
Heritage Trust Company April 2014 - Present
Family Video April 2009 - February 2015
Chick-fil-A Corporate August 2013 - January 2014
Pearle Vision February 2013 - August 2013
Jostens July 2009 - September 2010
Skills
Customer Service, Management, Public Speaking, Customer Satisfaction, Sales, Social Networking, Leadership, Teamwork, Organization Skills, Microsoft Office, Microsoft Excel, Organizational..., Critical Thinking, Relationship Building, Employee Training, Creative Strategy, Oil & Gas, Presentation Skills, Time Management, Inventory Management, Retail, Microsoft Word, PowerPoint, Strategic Planning, Marketing, Data Entry, Social Media, Event Planning, Research, Leadership Development, Community Outreach, Teaching, Editing, Social Media Marketing, Team Building, Outlook, Project Management, Negotiation, Training, Sales Management, Event Management, Marketing Strategy, Business Strategy, Account Management
Education
Southwestern Christian University 2010 — 2014
Business, Management, Marketing, and Related Support Services
Bethany High School 2005 — 2009
Strategic Wealth Partners January 2014 - Present
Wealth Management Consultant March 2012 - December 2013
BNY Mellon Wealth Management August 2006 - March 2012
FIRST NATIONAL TRUST COMPANY August 2004 - August 2006
National City Bank July 2002 - August 2004
PNC Advisors August 1996 - July 2002
Heritage Trust Company March 1995 - August 1996
MELLON BANK, NA June 1993 - March 1995
Skills
Asset Management, Leadership, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Estate Planning, Financial Analysis, Banking, Equities, Securities, Loans, Investment Management, Due Diligence, Management, High Net Worth..., Series 63, Corporate Finance, Financial Advisory, Investment Strategies, 401k, Accounting, Retirement Planning, Mergers & Acquisitions, Finance, Relationship Management, Credit, Wealth, Wealth Management..., Insurance, Risk Management, Employee Benefits, Financial Services, Marketing, Small Business, Cash Management, Investment Advisory, Succession Planning, Retirement, Capital Markets, Financial Modeling, Life Insurance, Retirement Plan..., Certified Financial...
Education
Bucknell University 1988 — 1992
BSBA, Accounting
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration
Cathedral Prep
Heritage Trust Company July 2014 - Present
Heritage Trust Company October 2012 - June 2014
Asher Consulting November 2010 - September 2012
Lindner Capital Advisors, Inc. March 2010 - October 2010
Asher Consulting November 2005 - February 2010
Rowland & Company February 2004 - July 2005
Bank of America July 1998 - July 2003
Paradigm Capital Management November 1996 - May 1998
Franklin Templeton Investments June 1995 - August 1996
Northern Trust Asset Management March 1993 - May 1995
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations
Education
Florida State University - College of Business
B.S., Finance
NFP August 2014 - Present
Maschino, Hudelson & Associates June 2010 - August 2014
Heritage Trust Company January 2010 - May 2010
Skills
Benefits Design, Benefits Negotiation, HR Solutions, Benefits Administration, Employee Benefits, Benefits, Employee Relations, HRIS, Health Insurance, Onboarding, Disability Insurance, 401k, FMLA, Health Savings Accounts, Insurance, Workers Compensation, Public Speaking
Education
Oklahoma Christian University 2007 — 2010
Finance
University of Louisiana at Monroe 2006 — 2007
Bachelor's degree, Finance and Financial Management Services
EMHS
Edmond Memorial
InvesTrust, N.A. May 2009 - Present
Heritage Trust Company 2000 - 2009
Skills
Asset Allocation, Asset Management, Wealth Management, Portfolio Management
Education
Rose State College
Heritage Trust Company June 2013 - Present
The Berry Firm, P.L.L.C. June 2011 - May 2013
Family Video May 2010 - February 2012
Skills
Microsoft Office, Time Management, Timeslips, Microsoft Excel, Microsoft Word, Written Correspondence, Teamwork, Event Planning, Social Networking
Education
University of Central Oklahoma 2013 — 2016
Bachelor's Degree, Criminal Justice
University of Central Oklahoma 2013 — 2016
Bachelor’s Degree, Forensic Science and Technology
Oklahoma City Community College 2011 — 2013
Associate's Degree, Sociology
Francis Tuttle Technology Center 2010 — 2011
Legal Secretary Certificate, Legal Administrative Assistant/Secretary
Heritage Trust Company February 2015 - Present
Northern Trust Corporation April 2014 - February 2015
Northern Trust Corporation October 2011 - April 2014
Northern Trust Corporation October 2008 - October 2011
Northern Trust Corporation March 2007 - October 2008
Skills
Portfolio Management, Investments, Wealth Management, Asset Allocation, Mutual Funds, Equities, Securities, Fixed Income, Asset Management, Trading, Investment Strategies, Valuation, Investment Management, Alternative Investments, High Net Worth..., Financial Analysis
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Purdue University 2002 — 2006
BS, Actuarial Science, Statistics
Loyola Academy 1998 — 2002
Heritage Trust Company December 2013 - Present
Eide Bailly LLP January 2012 - December 2013
Oklahoma Christian University August 2011 - December 2012
Skills
Financial Accounting, Financial Statements, Bookkeeping, Accounting, Compliance Management, Regulatory Compliance, Trust Management, Trust Services, Tax, GAAP, General Ledger, Tax Preparation, Microsoft Excel, Excel, Word, Bank Reconciliation, ProSystem fx Tax, Internal Controls, Microsoft Word
Education
Oklahoma Christian University 2011 — 2012
Accounting
University of Central Oklahoma 2007 — 2009
BS, Liberal Arts
Heritage Trust Company January 2015 - Present
Heritage Trust Company July 2013 - Present
GuideStone Financial Resources August 2012 - July 2013
GuideStone Financial Resources August 2011 - August 2012
GuideStone Financial Resources August 2010 - August 2011
GuideStone Financial Resources July 2008 - August 2010
Fidelity Investments January 2008 - July 2008
Skills
Finance, Valuation, Mutual Funds, Portfolio Management, Financial Analysis, Investments, Analysis, Investment Banking, Management, Accounting, Strategic Financial..., Retirement, Asset Allocation, Retirement Planning, Banking, Financial Modeling, Credit, Trading, Alternative Investments, Investment Strategies, Series 7, Microsoft Excel, Investment Management, Risk Management, Insurance, Nonprofits, Corporate Finance, Forecasting, Business Analysis, Financial Services, Account Reconciliation, Asset Management, 401k, Securities, Wealth Management, Managerial Finance, Equities
Education
Dallas Baptist University 2007 — 2009
MBA, Finance
Dallas Baptist University 2005 — 2007
B.B.S., Business Administration
Christ For the Nations Institute 2003 — 2005
Practical Theology, Religion
Heritage Institutional June 2014 - Present
Heritage Trust Company June 2009 - June 2014
Heritage Trust Company June 2006 - June 2009
Skills
Asset Allocation, Asset Management, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Financial Modeling, Wealth Management, Alternative Investments, Investment Management, Series 7, Mutual Funds, Retirement Planning, Securities, Fixed Income, Investment Advisory, Equities, Investment Strategies, Hedge Funds, Valuation
Education
University of Richmond 1986 — 1990
Oklahoma City University
MBA, Finance
RemedyThree May 2014 - Present
Remarkable Community Banks January 2011 - Present
Finesse Crumb, LLC 2009 - 2013
One Call Now 2003 - 2008
Heritage Trust Company 1992 - 2001
PNC 1983 - 1992
Bank of Oklahoma 1980 - 1983
Skills
Trust Management, Investment Advisory, Strategic Thinking, Brand Development, Sales Process, Sales Presentations, Customer Experience..., Trust Services, Financial Advisory, Executive Coaching, Incentive Programs, Technology Evaluation, Staff Mentoring, Compliance Management, M&A due diligence, M&A experience, Product Launch, Due Diligence, Banking
Education
CFA Institute
CFA, Chartered Financial Analyst
Gannon University 1977 — 1979
MBA, Finance & Economics
John Carroll University 1973 — 1977
BSBA, Finance
Heritage Trust Company 2011 - 2012
Education
Baylor University School of Law 2006 — 2010
Cox Communications August 2014 - Present
Heritage Trust Company September 2007 - August 2014
Bank of Oklahoma January 2005 - August 2007
Skills
Corporate Communications, Internal Communications, Storytelling, Press Releases, Public Relations, Social Media, Fundraising, Event Management, Public Speaking, Presentation Development, Publications, Budgeting, Community Relations, Corporate Wellness, InDesign, Photoshop, Advertising, Media Relations, Strategic Communications, Newsletters, Community Development, Marketing
Education
Oklahoma State University 2004 — 2006
Bachelor of Arts, Journalism, Public Relations
FMC Technologies February 2013 - Present
FMC Technologies October 2011 - January 2013
FMC Technologies July 2007 - September 2011
Northwest Savings Bank August 1993 - June 2007
Heritage Trust Company 1998 - 2001
Heritage Trust Company 1996 - 1998
Skills
Forecasting, Business Valuation, Financial Analysis, Investments, Oil/Gas, Customer Service, Project Planning, Banking, Budgets, Gas, Business Development, Outlook, Contract Negotiation, Microsoft Word, Risk Management, Energy, Upstream, Access, Project Finance, Portfolio Management, Microsoft Office, Product Development, Financial Reporting, Process Improvement, Petroleum, Energy Industry, Change Management, Cash Management, Accounts Receivable, Business Analysis, Credit, Internal Audit, PowerPoint, Pipelines, Finance, Microsoft Excel, Leadership, Project Engineering, Financial Modeling, Analysis, Team Leadership, Accounting, Strategic Planning, Auditing, Natural Gas, Engineering, Corporate Finance, SAP, Project Management, Procurement
Education
Clarion University of Pennsylvania 1989 — 1994
BS/BA, Finance