TRUST COMPANY OF OKLAHOMA - Key Persons
Job Titles:
- Chief Financial Officer
- Senior Vice President
Bri Ghosn joined Trust Company of Oklahoma in 2018 after working at Mariner Wealth Advisors for 5 years. Before that, she was a tax analyst for individuals and small businesses at CCK Strategies, as well as a relationship associate in trust administration for Bank of Oklahoma. At TCO, she provides individuals, families and organizations with asset management, trust administration, and retirement planning expertise.
Bri has over a decade of experience helping clients navigate the complexities of financial planning. She is a CPA and holds the Certified Financial Planner (CFP®) designation.
She graduated from Northeastern State University with a bachelor's in business administration with an emphasis in accounting.
Job Titles:
- Assistant Vice President
- Member of the Corporate
- Member of the Tulsa County Bar Association
- TCO in 2015 As Executive Assistant
Brittney Adkisson joined TCO in 2015 as executive assistant to both the CEO and the COO. She was promoted to assistant vice president in 2020.
Brittney has over a decade of experience in the financial services and banking industry. She came to TCO from BancFirst, where she started her career as a teller and was promoted to customer service representative.
At TCO, Brittney is a member of the Corporate division. Her position includes a range of responsibilities, such as office management, payroll, accounts payable clerical and human resources.
She is also a Court Appointed Special Advocate for Tulsa CASA and volunteers on the Safe Babies Court Team.
Andrew King joined Trust Company of Oklahoma in 2021. Prior to joining TCO, Andrew was an attorney with McAfee & Taft, where his practice focused on estate planning, probate litigation, mergers and acquisitions, corporate governance, and real estate transactions.
Andrew graduated from Oklahoma State University with dual degrees in economics and political science. He then earned his law degree from the University of Tulsa College of Law.
Andrew is a veteran of the Army National Guard and led a mortar fire team in Afghanistan during 2011-12.
Andrew is a member of the Tulsa County Bar Association, the Oklahoma Bar Association and currently serves on the fundraising committee for Legal Aid Services of Oklahoma.
Dana Davis joined Trust Company of Oklahoma in 1991 serving in the Operations Division. She was promoted to trust officer in 1995, assistant vice president in 2005, and vice president in 2007. She currently oversees the Retirement Plan Services Operation Group; keeping record of contributions, loan transactions, distributions and reallocations for employee benefit plans.
A Tulsa native, Dana has more than 30 years of experience in the trust and banking industry. Prior to joining TCO she was with Bank of Oklahoma for 11 years in the finance department and investment operations.
Debi Combs has been with Trust Company of Oklahoma since 1989. She currently serves as senior vice president in our Retirement Plan Solutions Division. Her expertise includes retirement plan design and consulting, compliance and ERISA testing, as well as client and tax reporting.
Debi began her career at Utica National Bank in 1983, working in both the energy and trust departments. While there, she was a trust officer and manager of trust operations.
Debi is enrolled to practice before the IRS as an enrolled retirement plan agent (ERPA). She also holds the Qualified Pension Administration (QPA) and Qualified 401(K) Administrator™ (QKA®) designations from the American Society of Pension Professionals and Actuaries. She has been a member of the American Society of Pension Professionals and Actuaries since 2004 and a member of the Tulsa Employee Benefits Group since 1995, previously serving on their steering committee.
Debi is a graduate of Leadership Tulsa Class 52 and remains active in the organization. She previously served as treasurer and member of the board of directors of Coffee Bunker, a nonprofit peer-run support center for veterans located in Tulsa.
Job Titles:
- Attorney
- Member of the BOARD of DIRECTORS
Job Titles:
- Member of the OKC ADVISORY BOARD
Jackie Jimenez has over a decade of experience in the accounting and auditing industry. She previously served as a senior auditor for firms in Texas as well as Tulsa, with an emphasis in financial institutions and retirement plans.
As a senior auditor, she has supervised staff members and collaborated with clients to ensure internal audits, agreed-upon procedures or year-end audits were appropriately completed.
Jackie holds the CPA designation. A native of Texas, she earned her bachelor's in business administration with a major in accounting and a Master of Science, accounting, from the University of the Incarnate Word in San Antonio.
Job Titles:
- Chairman
- Chief Executive Officer
- Member of the BOARD of DIRECTORS
- President
- Chairman, President, CEO and Member of Our Board of Directors
We are committed to providing unbiased advice and financial peace of mind for the individuals, families and businesses we serve.
Jim Arens - chairman, president, CEO and member of our board of directors - joined Trust Company of Oklahoma in 1997 after working with KPMG Peat Marwick as a manager in the strategic services consulting group.
Jim earned his bachelor's in Finance and Accounting from Southern Methodist University and his MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst designation, is past president of the CFA Society of Oklahoma and is active in the CFA Institute. He served on the Global Disciplinary Review Committee for the CFA Institute for seven years.
Actively involved in the community, Jim currently serves on Tulsa's Gilcrease Museum National Board, as president of the University of Tulsa Student Investment Fund Board, on the investment committees for the University of Texas Student Investment Fund, Holland Hall and Asbury Methodist Church. He is also a member of the Young Presidents' Organization (YPO) in Tulsa.
In the past, Jim has served as an adjunct finance professor at the University of Tulsa, president of the University of Tulsa Friends of Finance Board and as vice chairman of the board of trustees at First Presbyterian Church of Tulsa. He is a graduate of the Leadership Oklahoma program.
Job Titles:
- Senior Vice President
- in 2019 As a Senior Vice President
James Savage joined Trust Company of Oklahoma in 2019 as a senior vice president in the Investment Management division. He has almost three decades of experience in the investment industry.
He came to TCO after three years serving as vice president and investment manager at Bank of Oklahoma. Prior to that, he was at SunTrust for 15 years, where he served five years as an institutional portfolio manager and 10 years as an equity portfolio manager and research analyst. He has also served as a portfolio manager at Regions Financial.
Jim earned a bachelor's degree in Finance from Auburn University and a master's degree in Finance from Georgia State University. He holds the Chartered Financial Analyst (CFA) designation, and currently serves as the Board Chair of Ronald McDonald House Charities of Tulsa, Inc.
Job Titles:
- Senior Vice President
- Vice President
- in 2000 As a Trust Officer
- Member of the Tulsa County Bar
Jan Sommers joined Trust Company of Oklahoma in 2000 as a trust officer. With over 20 years experience in various capacities of trust operations, Jan manages our Operations division. She is responsible for overseeing the securities settlement process, as well as all incoming new account relationships. In addition, she takes care of the cash and accounting for client services and client tax reporting.
A Tulsa native, Jan came to TCO from AmeriTrust, where her primary focus was in investment operations. Her banking career began at First National Bank and Trust Company of Tulsa, where she specialized in trust operations.
Emily Crain joined Trust Company of Oklahoma in 2017. Prior to joining TCO, Emily practiced probate, trust litigation, estate planning, and guardianship at The Allison Firm, PLLC.
Emily graduated from the University of Missouri with dual degrees in journalism and history. She earned her law degree from the University of Tulsa College of Law, where she received the Order of the Barristers award.
Emily is a member of the Tulsa County Bar, the Oklahoma Bar Association, and the American Bar Association. She currently serves on the Awards Committee, and on the Women in the Law Committee of the Oklahoma Bar Association.
She previously served as chair of the Estate Planning, Probate, and Trust Section of the Oklahoma Bar, as chair of the Tulsa Title and Probate Lawyers Association, and as president of the Mayes County Bar Association.
She serves on the board of directors of Wings Special Needs Community in Edmond, Oklahoma.
Job Titles:
- Officer, Oil & Gas Land Specialist
Jared Ogle has been with Trust Company of Oklahoma since 2020. Originally joining TCO as a land analyst, he was soon promoted to trust officer.
Before joining TCO, Jared worked for Associated Resources, Inc., in oil and gas property management.
Jared graduated from Oral Roberts University with a degree in business management. He graduated from the University of Tulsa with a Master of Jurisprudence in Energy Law.
Job Titles:
- Senior Vice President
- Vice President / Vice President Jessica Hendrix Works With Clients in the Oklahoma City Region to Help Them With Their Trust, Estate Plans and Other Financial Planning Needs
She joined TCO in 2019 after almost six years with MidFirst Bank, where she was a trust officer and director of Wealth Administration. Prior to that, she worked at Heritage Trust.
Jessica graduated from Oklahoma Christian University in Edmond, where she earned a degree in business administration and an MBA.
Ben Reynolds leads the Retirement Plan Solutions Division. He joined Trust Company of Oklahoma in December 2019 after 17 years at Bank of Oklahoma, where he was most recently senior vice president and led a team responsible for the administration of employer-sponsored retirement plans and institutional asset services.
Ben has over twenty years of experience with the implementation and administration of retirement plans ranging from start-up plans to those over $500 million in assets. His expertise includes retirement plan design and consulting, plan investment consulting, compliance, and reporting.
He earned a bachelor's in finance from Oklahoma State University and later returned to earn his MBA.
Ben is actively involved in the community and currently serves on the board of the Union Schools Education Foundation.
Jim Bloomfield is a licensed real estate broker and brings more than 20 years of experience in business management and marketing in both retail and building trades to our company.
Jim joined TCO in January 2001 as an assistant vice president in the Real Estate Division. He was promoted to vice president shortly after joining the company.
A native Tulsan, Jim attended the University of Oklahoma. He is a member of the National Association of Realtors, the Oklahoma Association of Realtors, as well as the Greater Tulsa Association of Realtors.
Joanna Murphy brought a broad range of experience when she joined Trust Company of Oklahoma in August 2010 as vice president and trust officer.
Before coming to us, Joanna had the opportunity to administer a variety of both domestic and international trusts and estates during her seven years as a trust and estate officer for Citigroup in both New York and Zurich, Switzerland. She has developed a special interest in estate settlement and working with families through these transitions.
A native Oklahoman, Joanna attended the University of Missouri and graduated with her BS Ed. in special education. She earned her juris doctorate degree from the University of Tulsa and her LL.M. in taxation from Washington University in St. Louis.
She is a member of the Oklahoma and Missouri bars, the Tulsa County Bar Association and the Tulsa Estate Planning Forum.
Job Titles:
- Member of the BOARD of DIRECTORS
- Investments
Job Titles:
- Member of the OKC ADVISORY BOARD
Job Titles:
- Assistant Vice President
- Portfolio Manager
John Priebe is a portfolio manager and serves as assistant vice president in the Investment Management division.
He came to Trust Company of Oklahoma from Mariner Wealth Advisors, where he worked as a Wealth Advisor. His duties there included analyzing risk, financial planning, and investment management for private clients and family offices. Prior to that, John spent 12 years working at Northern Trust in various roles across the country.
John graduated from North Central College with a Bachelor's in Small Business Management and from Lynn University with an MBA in Investment Management.
John holds the Certified Financial Planner (CFP®) designation. He is a member of the CFA Society of Oklahoma, and a CFA Level II candidate.
Job Titles:
- Assistant Vice President
- Certified Public Accountant
- Member of the American Institute of Certified Public Accountants
- MPA, PHR, SHRM - CP, QKA® Assistant Vice President
Julissa Uriarte joined Trust Company of Oklahoma in April 2013. She is responsible for compliance and ERISA regulated testing, performing and presenting contribution calculations, and tax reporting for employee benefit plans. She also collaborates with clients in ensuring the accuracy and completion of large plan audits.
Before joining TCO, Julissa served as a human resources consultant for ONEOK. Prior to her employment with ONEOK, she was a human resources business partner with CommunityCare.
Earning her bachelor's degree from the University of Kansas, Julissa majored in political science and Spanish with a minor in French. She then earned her master's in public administration from the University of Oklahoma.
Julissa is a certified public accountant (CPA) and holds her Qualified 401(K) Administrator™ (QKA®) designation from the American Society of Pension Professionals and Actuaries. Additionally, she also holds both her Professional in Human Resources (PHR) and Society for Human Resource Management - Certified Professional (SHRM-CP) certifications.
Julissa is a member of the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, and the Tulsa Employee Benefits Group. She has served on the steering committee of the Tulsa Employee Benefits Group in the past.
Kathy King has over 30 years experience in trust administration. A long-time employee, she joined the Trust Company of Oklahoma in 1985 and was promoted to vice president in 2001.
A native of Okmulgee, Okla., Kathy attended the Cannon Trust School and currently serves on the board for the Tulsa Estate Planning Forum.
Job Titles:
- Executive Vice President
- Member of the BOARD of DIRECTORS
Lesa Creveling has been with Trust Company of Oklahoma since 1999.
She was licensed as certified public accountant in 1987. She holds a bachelor's and law degree from Creighton University in Omaha, Nebraska.
Before joining TCO, Lesa practiced law in the private sector, concentrating on estate planning, taxation and probate.
She is a member of the Oklahoma Bar Association, Tulsa County Bar Association and the Tulsa Title and Probate Lawyers Association.
Lesa has served as president of both the Tulsa Estate Planning Forum and Metro Christian Academy Foundation. She also served as an officer of the Oklahoma Bar Association Estate Planning, Probate and Trust section
Job Titles:
- Assistant Vice President
- Board Member of the Knippa Lecture Series, a Board
Lynn Bockmeulen joined Trust Company of Oklahoma in 2007 and was promoted to trust officer in 2014. She earned a promotion to assistant vice president in 2020.
With over 25 years of experience in the oil and gas industry, Lynn came to TCO after working for Swearingen Petroleum Management.
A native Tulsan, Lynn studied business management at Oklahoma State University.
Active in the community, Lynn currently serves as board member of the Knippa Lecture Series, a board member of the Clarehouse and an advisory board member for Purview Life. She is also a member of Tulsa Estate Planning Forum.
Job Titles:
- Assistant Vice President
- Member of the Oklahoma County Bar Association
Madelaine Hawkins joined Trust Company of Oklahoma in 2021. Prior to joining TCO, Madelaine practiced probate, estate planning, and oil and gas law at Robertson & Williams.
Madelaine graduated from Texas Christian University with her Bachelors in Social Work and the University of Kansas with her Masters in Social Work. She earned her law degree from the Oklahoma City University School of Law, where she was a member of the Order of Barristers and Phi Delta Phi.
Madelaine is a member of the Oklahoma County Bar Association, the Holloway Inn of Court and the Mineral Lawyers Society of Oklahoma City. She serves on the board of Trustees for the Endowment Fund at First Presbyterian Church of Oklahoma City.
Job Titles:
- Trust Officer
- Vice President
- Member of the Tulsa County
Melissa Taylor joined Trust Company of Oklahoma in April 2013 as vice president and trust officer. She specializes in client trust and estate needs.
Prior to joining Trust Company, Melissa practiced tax law, probate administration, trust and estate planning and employee benefits law at GableGotwals.
Melissa graduated summa cum laude from the University of Oklahoma with degrees in letters and classics. She then taught Latin for five years before earning her law degree from the University of Tulsa, where she was recognized as "Most Outstanding Student". Continuing her education, she went on to earn her LL.M in taxation from the University of Alabama School of Law.
Melissa is a member of the Tulsa County, Oklahoma, and American Bar Associations as well as Tulsa Estate Planning Forum. She currently serves on the board of directors for the Family Safety Center and volunteers with the Tulsa Area United Way. She is also a Class 49 member in Leadership Tulsa.
MICHAEL ABBOUD - Chief Investment Officer, SVP
Job Titles:
- Chief Investment Officer
- Senior Vice President
Michael Abboud joined Trust Company of Oklahoma in 2003 after obtaining his MBA with a concentration in finance from the University of Tulsa. He graduated with academic honors as a member of Beta Gamma Sigma.
Before this, Michael performed neuroscience research at the W.K. Warren Medical Research Foundation, where he was published and awarded for his research efforts.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Oklahoma.
A native of Tulsa, Michael also earned his bachelor's degree from TU and is a member of the board of directors for Leadership Tulsa.
Job Titles:
- Chief Operating Officer
- Executive Vice President
- Member of the BOARD of DIRECTORS
- Executive Vice President, Chief Operating Officer and Member of Our Board of Directors
Mike Hopper, executive vice president, chief operating officer and member of our Board of Directors, joined Trust Company of Oklahoma in 2013 after accumulating nearly 10 years of insurance and investment experience. At TCO, he manages the Agency Division and serves individuals, families and businesses with trust management, retirement planning and financial advice.
He came to TCO from Northwestern Mutual, where he educated new financial advisors on the intricacies of insurance and securities products, best practices and industry issues.
A native of Tulsa, Mike earned his bachelor's of business administration in economics from the University of Oklahoma. He is a Certified Financial Planner professional and holds the Certified Trust and Financial Advisor designation. Michael is the current president of the Tulsa Estate Planning Forum.
Job Titles:
- Executive Vice President
- Member of the BOARD of DIRECTORS
- Executive Vice President, Manager of the Personal Trust Division
Michael Hairston is executive vice president, manager of the Personal Trust Division, and member of TCO's Board of Directors. He has been in the trust industry for 35 years, 25 of those with Trust Company of Oklahoma.
Before joining TCO, he served as vice president of the private financial services group of the Bank of Oklahoma. Prior to this, he managed the personal trust division at Valley Bank and Trust Company in Salt Lake City, Utah. Michael began his trust career in 1981 with Utica National Bank and Trust Company.
He earned his bachelor's degree in finance and economics from Oklahoma State University and completed the National Graduate Trust School at Northwestern University.
Michael is a trustee of the Tulsa County Medical Society Foundation. He is also former director and president of the Tulsa Estate Planning Forum and former director of the Green Country Council Camp Fire USA.
Michael is also a member of the Rotary Club of Tulsa, where he is a Paul Harris Fellow and a Club Foundation Fellow.
Job Titles:
- Senior Vice President & Director of Investment Research
Nick Gallus joined Trust Company of Oklahoma in 2014, where he serves as a portfolio manager and director of inv estment research in the Investment Management Division.
Nick has more than a dozen years of experience in the investment management industry, spending the first half of his career as a securities analyst at several different firms. As a technology equity analyst at Piper Jaffray, his team was named one of the Wall Street Journal's "Best on the Street".
He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Oklahoma. Nick also has experience as a credit analyst of high yield bonds and structured products.
A native of Minnesota, Nick earned his bachelor's degree in business, finance from the University of Minnesota in 2003 and his MBA from the University of California, Berkeley in 2013.
Nick is actively involved in the community. He is a graduate of Leadership Tulsa, Class 58, and currently serves on the Board of Directors of the South Tulsa Community House.
Job Titles:
- Member of the BOARD of DIRECTORS
- Chairman / American Trustcorp, Inc.
Philip D. Mock - Chief Investment Officer, EVP
Job Titles:
- Chief Investment Officer
- Executive Vice President
- Member of the BOARD of DIRECTORS
Job Titles:
- Vice President
- Member of the Investment Management Division
Rebecca Mitchell is a member of the Investment Management Division, where she manages client investment portfolios and conducts investment research. She joined Trust Company of Oklahoma in 2018. Before coming to the company, she worked for Family & Children's Services for almost three years.
Rebecca graduated from the University of Tulsa with a bachelor's in sociology. She returned to TU for her MBA. During her master's, she participated in TU's Student Investment Fund class, and was the Student Executive Officer.
In the past, she was active in RSVP Tulsa as a board intern and volunteered with Junior Achievement's Investment Challenge.
In addition to her board membership at Clarehouse, Rebecca serves on the Finance Committee. She holds the Chartered Financial Analyst designation.
Rhonda Kerr has been with Trust Company of Oklahoma since 2001. She is a vice president in our Oil and Gas Section of the Operations Division. Rhonda has over 30 years experience in the oil and gas business.
Her prior experience includes stints with Helmerich & Payne, Inc., Agate Petroleum, Inc., Gothic Production and Amoco.
Rhonda is a native Tulsan who attended Nathan Hale High School and majored in accounting at Northeastern Oklahoma in Miami.
Job Titles:
- Member of the BOARD of DIRECTORS
- Investments
Job Titles:
- Senior Vice President
- in 2019 As a Senior Vice President
- Senior Vice President & Manager Oklahoma City Region
Ron joined Trust Company of Oklahoma in 2019 as a senior vice president in the Oklahoma City region.
He has over 30 years of experience in the banking and trust industry. He came to TCO after seven years serving as senior vice president and trust officer at Bank of Oklahoma. There, he was also selected to serve on the board of The Private Bank Central Administration and Investment Review Committee.
Prior to that, he was at First Financial Network, Inc., where he worked as a director of business development and project manager. Ron also served as vice president, sales manager, and senior credit analyst at Bank of America. In the past, Ron has also worked at Ameriprise as a financial advisor and training manager.
Ron earned a bachelor's degree in finance, with minors in accounting and economics, from Oklahoma State University and is currently a board member of the Oklahoma City Estate Planning Council. He holds the Certified Financial Planner (CFP®), the Certified Trust and Financial Advisor (CTFA), and the Chartered Advisor in Philanthropy (CAP®) designations.
Sara Shaklee joined at Trust Company of Oklahoma in 2016 as an administrative assistant, working in various capacities of trust administration. She was promoted to serve the executive team in 2020, then elevated to trust officer in 2021.
Sara came to TCO after experience in both the business and legal sectors, working for a boutique firm in Tulsa specializing in civil and banking law.
With 6 years of experience in trust administration, Sara has provided clients with the highest level of service, and is well-versed in a wide array of administrative functions. She has specialized experience in foundation management and life insurance trusts.
Sara studied for her associate degree at Tulsa Community College, where she received highest honors in the state for macroeconomics, before transferring to Penn State University to continue her bachelor of business administration in finance. Sara is pursuing both her CTFA and CFP designations.
She is a member of Executive Women International, serving on the Sergeant at Arms Committee.
A native Tulsan, Sara has one daughter at Holland Hall. Aside from her loves of tennis, cooking and travel, she enjoys dedicating her time to supporting nonprofit organizations, especially those that serve women and children in need.
Job Titles:
- Assistant Vice President
- in 2008 As an Operations Specialist
Sean Connolly joined Trust Company of Oklahoma in 2018 as a real estate assistant and was promoted to trust officer in 2019. He earned a promotion to assistant vice president in 2020.
Shortly after joining the company Sean obtain his license in Oklahoma as a real estate sales associate. Through his continued progress in this industry he has established experience in residential property sales, property management and real estate compliance.
A native Tulsan, Sean studied at Tulsa Community College with an associate degree in horticulture science. He is a member of the National Association of Realtors, the Oklahoma Association of Realtors, as well as the Greater Tulsa Association of Realtors.
Lindsay Bivin joined Trust Company of Oklahoma in 2008 as an operations specialist in the Retirement Plan Solutions Division. She was then promoted to Retirement Plan Solutions specialist and currently serves as assistant vice president in the Retirement Plan Solutions Division.
Her responsibilities include client and participant relations, legal plan document design, and monitoring plan operations.
Prior to her employment with TCO, her work experience involved provider relations, program coordination, marketing and accounting.
Lindsay earned her bachelor's degree from the University of Central Oklahoma while majoring in business management.
She is a member of the Tulsa Employee Benefits Group and has served as a member of the Family & Children Services Brainiac Ball committee since 2014. Lindsay also serves as a member of CURA for the world annual Gala fundraiser committee
Stacie Kuykendall has been with Trust Company of Oklahoma for over 20 years, joining TCO in 1989 when F&M Bank and Trust Company purchased Utica National Bank and Trust Company.
After serving as executive secretary and corporate administration officer, Stacie was promoted to assistant vice president in 2008. She began her career with TCO in the Trust Operations Department.
She has been in banking since 1979. In addition to her position at TCO, Stacie has worked at Union National Bank, Guaranty National Bank and Utica National Bank and Trust Company.
Job Titles:
- Member of the BOARD of DIRECTORS
- Chief Executive Officer / Duenner & Company
Job Titles:
- Senior Vice President
- in 2016 As a Vice President and Manager
- Senior Vice President in Our Corporate Compliance Division
Steve McQuade joined Trust Company of Oklahoma in 2016 as a vice president and manager of the Operations division. He was promoted to senior vice president in 2018.
With over 20 years of experience, Steve worked as a senior business consultant at TIAA-CREF Trust Company, FSB prior to joining TCO. Before this, Steve worked at other firms including, Edward Jones Trust Company and A.G. Edwards & Sons in St. Louis, MO.
In the past, Steve served on the Financial Services Technical Networking (FSTN) board and the Back-Office Services Processing (BSP) board as a board member and president. Steve has volunteered with the Head for the Cure foundation bringing their 5k Run and Walk to St. Louis in 2013, helping raise over $300,000 for brain cancer research since the inaugural event.
Ryan Short joined Trust Company of Oklahoma in 2016 and currently serves as senior vice president in our Corporate Compliance Division.
He came to TCO from Northwestern Mutual, where he directed the investment operations and compliance department for the firm's Oklahoma and Arkansas offices. As general securities principal, he has supervised financial advisors for over 10 years and collaborated with them to ensure that planning recommendations, insurance contracts and investment portfolios aligned with client goals and objectives.
Ryan is a graduate, magna cum laude, of the University of Oklahoma (OU) and a native Tulsan. He holds the CFP designation.
Job Titles:
- Vice President
- in 2006 As an Assistant Vice President
Raylene Rogers joined Trust Company of Oklahoma in 2006 as an assistant vice president and serves as manager of our Oil and Gas Division. She was promoted to vice president in 2017.
Raylene is a landman with more than 20 years of experience in title curative, leases and assignments. She is well-versed in legal compliance documentation and oil and gas lease negotiation and acquisition.
She is a member of the Tulsa Association of Petroleum Landmen and the American Association of Professional Landmen.
Job Titles:
- Member of the BOARD of DIRECTORS
* American Trustcorp, Inc. is the holding company for Trust Company of Oklahoma.
Tim has a 30-year career in the investment management industry. He came to Trust Company of Oklahoma from Bank of Oklahoma, where he served as senior portfolio manager in the Private Bank for 13 years.
Prior to that, he worked at Bank of America, Smith Barney and Deloitte.
Tim earned his bachelor's in accounting with a minor in economics from Oklahoma State University. He earned the Chartered Financial Analyst (CFA) designation.
He is a member of the Oklahoma CFA Society.
Trena Person joined Trust Company of Oklahoma in 2014 and was shortly promoted to trust officer. She was promoted to assistant vice president in 2017. A native Tulsan, she has almost 15 years of banking experience overall, including 11 years of experience directly involved in trust administration and operations.
At TCO, Trena is responsible for the process of new accounts and their assets. She processes transfer of assets on new incoming accounts, reviews and verifies information on transfers, works with clearing custodian and delivering firms regarding any follow-up or action that may be necessary to ensure the completion of asset transfers. In addition, she is responsible for sending and processing corporate action notifications, tracking response deadlines and payable dates.
Trena has earned the Securities Industry Professional US Corporate Actions Processing (SIP Level II) certification from Securities Operations Forum and Seton Hall University. She has been a member of the National Association of Professional Women (NAPW) since November 2015.
Vicky Brown joined Trust Company of Oklahoma in July 2007 as a retirement plan compliance associate in the Retirement Plan Solutions Division. She was then promoted to trust officer in December 2012 and assistant vice president in December 2015. Her responsibilities include compliance, client and participant reporting, ERISA regulated testing and tax reporting for employee benefit plans.
Prior to joining TCO, Vicky worked in property management and construction accounting for 15 years at American Residential Group, GBR Properties and Leinbach Company.
Vicky holds the Qualified 401(k) Consultant (QKC) designation and the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). She is a member of the Tulsa Employee Benefits Group and the ASPPA.
Job Titles:
- Member of the BOARD of DIRECTORS
- Executive Chairman, Board of Directors / Mabrey Bank