Mike Romero
Preferred First Name
Mike
Last Name
Romero
Email Address
mromero@heritagetrust.com
Headshot
Employer
Heritage Trust Company
Job Title
President
Biography
Michael P. Romero is vice president, trust counsel for The Baptist Foundation of Oklahoma. He came to the Foundation in 2001 from the tax and estate planning practice group of the Oklahoma City law firm of McAfee & Taft. For the foundation, Mike counsels donors on planned giving and estate planning and advises the Foundation in the areas of trust administration, probate, governance and other legal matters. Mike received his Bachelor of Business Administration degree from Oklahoma Baptists University in 1992, with a dual emphasis in management and banking & finance. He is also a graduate of the University of Oklahoma College of Law and was admitted to the Oklahoma Bar in September 1998. Mike is currently the Vice President of the Oklahoma Planned Giving Council.
City
Oklahoma City
State:
OK
Position
Past CGP Board
Other Position
If you are not a current CGP Board member, please include information about your fee.
Presentation Topic Areas
Marketing/Cultivation
Other - Write In
Title of Presentation 1
What the Statistics Say about Promoting Bequests
Description of Presentation 1
Description coming soon.
Title of Presentation 2
Description of Presentation 2
Title of Presentation 3
Description of Presentation 3
Additional Contact Information
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Category Speakers Bureau
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