Heritage Trust Company announced today that Ashley Minnich has been appointed relationship management associate.
In this role, Minnich will be responsible for maintaining client documentation, responding to client inquiries and collaborating with managers to provide support in serving clients, as well as client acquisition. She will report directly to Michael Romero, president.
“Ashley brings an impressive background and valuable experience as an educator to her new role as relationship management associate,” said Romero. “I believe she’ll be a great asset to our Heritage team. We are pleased to welcome her aboard.”
With two decades of experience as an educator, Minnich held roles at Millwood High School, Lehman Catholic High School and Marion Local High School. Most recently, Minnich served as an educator at Bishop McGuinness Catholic High School – where she taught courses including Spanish and Theology.
“I am excited to join the team as relationship management associate – and for the opportunity to learn, serve and grow among the talented individuals at Heritage Trust Company,” said Minnich. “I am looking forward to helping our clients in the Oklahoma City area achieve their financial goals.”
Minnich graduated from the University of Dayton with a Bachelor of Arts in Spanish and a Bachelor of Science in education. She earned a Master of Arts degree in education and curriculum from Phoenix University and a Master of Art in education and classroom management from Drake University.
About Heritage Trust Company
Heritage Trust Company offers trust administration, oil and gas management, real estate management, financial planning and investment management services to individuals, for-profit companies and charitable/non-profit organizations. The Oklahoma-based company has offices in Oklahoma City, Ponca City and in Tulsa under the AmeriTrust brand, which serve clients in the United States and several countries around the world. Both Heritage and AmeriTrust are part of Argent Financial Group, a leading, independent, fiduciary wealth management firm with responsibility for more than $40 billion in client assets. For more information, visit www.HeritageTrust.com.
