Heritage Trust Company
Job Title
President
Address
621 N Robinson, Suite 100
Oklahoma City, OK 73102
United States
Oklahoma City, OK 73102
United States
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Email Address
mromero@heritagetrust.com
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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.
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Position
Past CGP Board
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Headshot
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Presentation 1
Title of Presentation 1
What the Statistics Say about Promoting Bequests
Presentation Description
Description coming soon.
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Presentation 2
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Presentation 3
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Presentation Topic Areas
Marketing/Cultivation
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First Name
Mike
Last Name
Romero
Email Address
mromero@heritagetrust.com
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Active Speaker
Yes
Speaker Bureau Resource?
Yes
Category
Speakers Bureau
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