Heritage Trust Company

Description

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

Employee
Years
Job
Industry
Ryan Murry Ryan Murry Stillwater, Oklahoma Details
Ryan Murry's Heritage Trust Company Experience May 2013 - July 2013
Job Student at Oklahoma State University
Industry
Experience
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

Chuck Robinson Chuck Robinson Edmond, Oklahoma Details
Chuck Robinson's Heritage Trust Company Experience October 1998 - July 2006
Job National Director of Christian Programing & Outreach at Elements Behavioral Health
Industry Hospital & Health Care
Experience
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

Amy Hubble, CFA, CFP® Amy Hubble, CFA, CFP® Oklahoma City, Oklahoma Details
Amy Hubble, CFA, CFP®'s Heritage Trust Company Experience September 2013 - January 2015
Job Investment Advisor at Radix Financial, LLC
Industry Financial Services
Experience
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

Janet Hill Janet Hill Houston, Texas Area Details
Janet Hill's Heritage Trust Company Experience August 1981 - January 1991
Job Senior Vice President and Senior Trust Relationship Manager for The Northern Trust Company
Industry Financial Services
Experience
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

Matt McCombs Matt McCombs Oklahoma City, Oklahoma Details
Matt McCombs's Heritage Trust Company Experience January 2012 - May 2014
Job Assistant Vice President, Oil & Gas Property Manager at MidFirst Bank
Industry Banking
Experience
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

Kristy Mullican Kristy Mullican Oklahoma City, Oklahoma Area Details
Kristy Mullican's Heritage Trust Company Experience April 2014 - Present
Job Oil and Gas Operations at Heritage Trust Company
Industry Insurance
Experience
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

Matt Loeffler Matt Loeffler North Royalton, Ohio Details
Matt Loeffler's Heritage Trust Company Experience March 1995 - August 1996
Job Manager of Wealth Planning at Strategic Wealth Partners
Industry Investment Management
Experience
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

Jeff Asher, CFA Jeff Asher, CFA Oklahoma City, Oklahoma Details
Jeff Asher, CFA's Heritage Trust Company Experience July 2014 - Present
Job Director of Investments at Heritage Trust Company
Industry Investment Management
Experience
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

Jordan Cook Jordan Cook Oklahoma City, Oklahoma Area Details
Jordan Cook's Heritage Trust Company Experience January 2010 - May 2010
Job Producer/Benefits Specialist at NFP
Industry Insurance
Experience
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

Karen Smith-Grant Karen Smith-Grant Oklahoma City, Oklahoma Details
Karen Smith-Grant's Heritage Trust Company Experience 2000 - 2009
Job Trust Officer at InvesTrust, N.A.
Industry Financial Services
Experience
InvesTrust, N.A.   May 2009 - Present
Heritage Trust Company   2000 - 2009

Skills
Asset Allocation, Asset Management, Wealth Management, Portfolio Management

Education
Rose State College

Ariel Coleman Ariel Coleman Oklahoma City, Oklahoma Details
Ariel Coleman's Heritage Trust Company Experience June 2013 - Present
Job Operations Coordinator at Heritage Trust Company
Industry Banking
Experience
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

Gregory Baum, CFA Gregory Baum, CFA Oklahoma City, Oklahoma Area Details
Gregory Baum, CFA's Heritage Trust Company Experience February 2015 - Present
Job Portfolio Manager at Heritage Trust Company
Industry Investment Management
Experience
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

Aubrey Pattison Aubrey Pattison Oklahoma City, Oklahoma Area Details
Aubrey Pattison's Heritage Trust Company Experience December 2013 - Present
Job Tax & Compliance Manager
Industry Accounting
Experience
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

Kenny Brown Jr. Kenny Brown Jr. United States Details
Kenny Brown Jr.'s Heritage Trust Company Experience January 2015 - Present
Job Vice President, Relationship Manager at Heritage Trust Company
Industry Financial Services
Experience
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

Matt McGuire Matt McGuire Oklahoma City, Oklahoma Area Details
Matt McGuire's Heritage Trust Company Experience June 2009 - June 2014
Job President at Heritage Institutional
Industry Investment Management
Experience
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

David M. Cullen David M. Cullen Erie, Pennsylvania Area Details
David M. Cullen's Heritage Trust Company Experience 1992 - 2001
Job Founder and President at RemedyThree
Industry Financial Services
Experience
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

Parrish Whitaker Parrish Whitaker Oklahoma City, Oklahoma Area Details
Parrish Whitaker's Heritage Trust Company Experience 2011 - 2012
Job Mineral Specialist at Heritage Trust Company
Industry Oil & Energy
Experience
Heritage Trust Company   2011 - 2012

Education
Baylor University School of Law   2006 — 2010

Mandi Briggs Mandi Briggs Oklahoma City, Oklahoma Area Details
Mandi Briggs's Heritage Trust Company Experience September 2007 - August 2014
Job Event Specialist at Cox Communications
Industry Telecommunications
Experience
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

Peter Kalivoda Peter Kalivoda Houston, Texas Area Details
Peter Kalivoda's Heritage Trust Company Experience 1998 - 2001
Job Area Sales and Customer Service Manager at FMC Technologies
Industry Oil & Energy
Experience
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