Heritage Trust Company announced today that Genie Myers has been appointed relationship management associate.
In this role, Myers 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.
“We are pleased to welcome Genie to the Heritage team,” said Romero. “Genie possesses a strong work ethic, exceptional organizational abilities, and a keen eye for detail, making her a valuable asset to our team.”
With over 20 years of experience as an accomplished elementary librarian, educator and former property manager, Myers is committed to contributing to the success of the organization by optimizing workflows, streamlining processes, and providing exceptional administrative support.
“I am thrilled to bring my diverse skill set and extensive experience to a dynamic organization,” said Myers.
Myers graduated from Vanderbilt University with a Bachelor of Science in Early Childhood Education and Cognitive Studies. She earned a Master of Library Science degree from Texas Woman’s 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.
