About
Andrea Esparza is an Investment Officer at Trust Company of Oklahoma in Tulsa, where she oversees all trading activities and portfolio management operations for the firm. With over 25 years of experience in the trust and banking industry, Andrea plays a key role in managing investment strategies and ensuring the execution of trades across client portfolios.
Her expertise spans a broad range of asset classes, with a particular focus on equities, as indicated by her previous capacity as Portfolio Manager-Equities at Trust Company of Oklahoma. Andrea's responsibilities involve supervising portfolio allocations, coordinating equity and fixed income transactions, and supporting the firm's investment committee decisions.
Andrea joined Trust Company of Oklahoma in 1999, following prior roles at Bank of Oklahoma and First of America Bank, further enriching her perspective on trust banking and asset management. She is recognized for her longstanding contributions to TCO’s investment team, though there is no public record of her formal educational background. Her industry knowledge and dedication establish her as a trusted leader in Oklahoma’s investment management community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Oklahoma | Investment Officer | Dec 2018 to Present | — |
| Trust Company of Oklahoma | Securities Trader | Aug 2016 to Present | — |
| The Trust Company of Oklahoma | Settlement Technician | Jan 2008 to Aug 2016 | — |
| The Trust Company of Oklahoma | Employee Benefits Recordkeeper | May 1999 to Jan 2008 | — |
Others at Trust Co. of Oklahoma (5)
| Name | Role | Location |
|---|---|---|
| SVP, Portfolio Manager | Tulsa, OK , United States | |
| Portfolio Manager | Tulsa, OK , United States | |
N Nick Gallus | Senior Vice President and Portfolio Manager | Tulsa, OK , United States |
| Senior Vice President-Portfolio Manager | Oklahoma City, OK , United States | |
J Joseph Mobley | Portfolio Manager | Tulsa, OK , United States |