Client Service Manager
B.A. (Strategic Communications), University of Central Oklahoma, Edmond
Kody Bollenbach joined Heritage Trust in 2016. He serves on the Heritage Retirement Plan Advisors team as a client service manager and brings with him four years of operations experience in financial services. Kody is a graduate of Bishop McGuinness Catholic High School and received his Bachelor of Arts in Strategic Communications in 2017, with an emphasis on project management and organizational communications from the University of Central Oklahoma in Edmond, Oklahoma. During his time at UCO, Kody served as a student ambassador for the University providing tours and assisting prospective students.
His prior experience is with an agriculture commodity hedge fund management firm in Oklahoma City where he was responsible for office management and process development. In addition, Kody served as the junior data analyst and junior accountant.
Kody is responsible for scheduling, internal operations, communications, and Fiduciary Briefcase. He is currently studying for the Series 65 test with hopes of being licensed by the end of 2018. At Argent, Kody serves on the Cyber Security Committee and is in the 2019 Argent Leadership Academy. At Heritage, Kody is on the Health and Wellness Committee.
He has been active in volunteer service to nonprofit organizations in Oklahoma City. He is currently in the Regional Food Bank of Oklahoma’s Leadership Council Class IV and serves on The Beacon Board for Sunbeam Family Services. Between work and volunteering Kody enjoys shopping and dining locally and teaching spin classes.