Michael Carroll
Directeur/Bestuurslid bij Oklahoma Medical Research Foundation
Profiel
Mr. B.
Michael Carroll, CPA, is a Chief Executive Officer at Heritage Trust Co. He is on the Board of Directors at Oklahoma Medical Research Foundation, Boy Scouts of America-Last Frontier Council, Best Friends of Pets, A New Leash on Life, Inc., and the Lockhart Foundation.
Mr. Carroll co-founded Heritage Trust and has served as the President and CEO since its inception in 1997.
He has over 40 years of experience in the trust industry in Oklahoma.
He began his career in 1974 with the First National Bank and Trust Company of Oklahoma City in the trust tax division where he prepared and reviewed federal and state fiduciary tax returns.
Soon after, he managed trust operations and eventually became a vice president and trust officer in personal trust administration.
Prior to joining Heritage Trust, Mr. Carroll was employed with Liberty Bank/Bank One as a senior vice president responsible for trust administration in the Oklahoma City market and the western part of the state.
He has extensive experience in trust administration, accounting and tax matters involving family businesses and partnerships, many nontraditional alternative assets, as well as public and private charitable trusts and foundations.
He has previously served on the boards of the American Diabetes Association – Oklahoma City Chapter and the Edmond Educational Endowment.
Mr. Carroll holds a bachelor’s degree in Accounting from Oklahoma Christian University.
In 2007, he received the Outstanding Alumni Award from OC.
In addition, Mr. Carroll is a graduate of both the National Graduate School of Banking at the University of Wisconsin and the Southwestern Graduate School of Banking at Southern Methodist University.
He is a Certified Public Accountant and a Certified Trust and Financial Advisor.
He holds memberships in the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.
Actieve functies van Michael Carroll
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Oklahoma Medical Research Foundation
Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK. | Directeur/Bestuurslid | 12-03-2012 |
Eerdere bekende functies van Michael Carroll
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Heritage Trust Co.
Heritage Trust Co. Investment ManagersFinance Heritage Trust Co. (Heritage) is an independent, trust-based wealth management ?rm headquartered in Oklahoma City, Oklahoma. The firm was founded by B. Michael Carroll in 1997. Heritage provides a wide array of wealth management solutions to individual and institutional clients. | Algemeen Directeur | - |
American Diabetes Association
American Diabetes Association Miscellaneous Commercial ServicesCommercial Services American Diabetes Association provides diabetes related medical services. It funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The company was founded in 1940 and is headquartered in Alexandria, VA. | Directeur/Bestuurslid | - |
Opleiding van Michael Carroll
Oklahoma Christian University | Undergraduate Degree |
University of Wisconsin | Graduate Degree |
Southern Methodist University | Graduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Oklahoma Medical Research Foundation
Oklahoma Medical Research Foundation Investment Trusts/Mutual FundsMiscellaneous Oklahoma Medical Research Foundation provides investment advice. The company was founded in 1946 and is headquartered in Oklahoma City, OK. | Miscellaneous |
American Diabetes Association
American Diabetes Association Miscellaneous Commercial ServicesCommercial Services American Diabetes Association provides diabetes related medical services. It funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The company was founded in 1940 and is headquartered in Alexandria, VA. | Commercial Services |
Heritage Trust Co.
Heritage Trust Co. Investment ManagersFinance Heritage Trust Co. (Heritage) is an independent, trust-based wealth management ?rm headquartered in Oklahoma City, Oklahoma. The firm was founded by B. Michael Carroll in 1997. Heritage provides a wide array of wealth management solutions to individual and institutional clients. | Finance |