Mike Carroll
President & CEO at Heritage Trust Company
- Role
- President & CEO at Argent Trust Oklahoma Formerly Heritage Trust
- Location
- Edmond, OK, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
President & CEO
Argent Trust Oklahoma Formerly Heritage Trust
Sep 1997 — Present
Education
Oklahoma Christian University
BS
1970 — 1975
Skills
- Asset Managment
- Securities
- Business Valuation
- Cash Management
- Wealth Management Services
- Mutual Funds
- Financial Planners
- Tax
- Estate Planning
- Executive Management
- Financial Analysis
- Customer Relations
- Accounting
- Financial Services
- Asset Allocation
- Customer Service
- Portfolio Management
- Loans
- Investments
- Small Business
- Financial Planning
- Asset Management
- Strategic Financial Planning
- Risk Management
- High Net Worth Individuals
- Financial Modeling
- Banking
- 401k
- Estate Tax Planning
- Finance
- Wealth
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