Kanaly Trust Company
Description
Founded: 1975 Parent organization: Mercer Advisors Inc.
Kanaly Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kanaly Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Kanaly Trust Company Employees
Employee
Years
Job
Industry
DeAnn Reyes DeAnn Reyes's Kanaly Trust Company Experience 2000 - 2008
Job Project Lead Application Development at Kinder Morgan
Industry Financial Services
Experience
Kinder Morgan October 2009 - Present
World GTL Trinidad Limited March 2009 - August 2009
Stanford Group Company January 2008 - March 2009
Kanaly Trust Company 2000 - 2008
Texas Children’s Pediatric Associates February 1998 - August 2000
Skills
Program Management, Training, PMP, SharePoint, Leadership, Project Management, Process Improvement, Management, CRM, Software Development, Analysis, MS Project, Portfolio Management, Access, Risk Management
Education
Project Management Institute 2010 — 2010
PMP, Project Management
University of Houston-Clear Lake
MBA
University of Houston-Clear Lake
BS, Healthcare Administration
Kinder Morgan October 2009 - Present
World GTL Trinidad Limited March 2009 - August 2009
Stanford Group Company January 2008 - March 2009
Kanaly Trust Company 2000 - 2008
Texas Children’s Pediatric Associates February 1998 - August 2000
Skills
Program Management, Training, PMP, SharePoint, Leadership, Project Management, Process Improvement, Management, CRM, Software Development, Analysis, MS Project, Portfolio Management, Access, Risk Management
Education
Project Management Institute 2010 — 2010
PMP, Project Management
University of Houston-Clear Lake
MBA
University of Houston-Clear Lake
BS, Healthcare Administration
Sherry Cartwright Sherry Cartwright's Kanaly Trust Company Experience May 2013 - February 2014
Job SENIOR BIRKMAN CONSULTANT
Industry Consumer Services
Experience
VIP Outsource April 2014 - Present
Gershen Consulting, LLC June 2006 - Present
Kanaly Trust Company May 2013 - February 2014
The ABS Companies January 1999 - June 2005
Alvin ISD January 1993 - June 1999
Skills
Human Resources, Team Building, Hiring, Coaching, Leadership Development, Business Development, Contract Negotiation, Customer Service, Management, Strategic Planning, Negotiation, New Business Development, PowerPoint, Sales, System Administration, Account Management, P&L, Operations Management, Key Account Management, Forecasting, B2B, Outlook
Education
Texas State University-San Marcos 1975 — 1978
Business Administration and Management, General
College of the Mainland
VIP Outsource April 2014 - Present
Gershen Consulting, LLC June 2006 - Present
Kanaly Trust Company May 2013 - February 2014
The ABS Companies January 1999 - June 2005
Alvin ISD January 1993 - June 1999
Skills
Human Resources, Team Building, Hiring, Coaching, Leadership Development, Business Development, Contract Negotiation, Customer Service, Management, Strategic Planning, Negotiation, New Business Development, PowerPoint, Sales, System Administration, Account Management, P&L, Operations Management, Key Account Management, Forecasting, B2B, Outlook
Education
Texas State University-San Marcos 1975 — 1978
Business Administration and Management, General
College of the Mainland
Billy Forney III's Kanaly Trust Company Experience August 1996 - June 2000
Job Vice President at McCombs Energy
Industry Oil & Energy
Experience
McCombs Energy 2004 - Present
SMW Trading Company, Inc. January 2001 - June 2003
El Paso Merchant Energy June 2000 - October 2000
Kanaly Trust Company August 1996 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Strategic Planning, Financial Analysis, Budgets, Hedging
Education
Rice University 1992 — 1996
B.A. in Statistics, B.A. in Economics
McCombs Energy 2004 - Present
SMW Trading Company, Inc. January 2001 - June 2003
El Paso Merchant Energy June 2000 - October 2000
Kanaly Trust Company August 1996 - June 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Strategic Planning, Financial Analysis, Budgets, Hedging
Education
Rice University 1992 — 1996
B.A. in Statistics, B.A. in Economics
W. Scott Hill W. Scott Hill's Kanaly Trust Company Experience September 2000 - August 2012
Job Managing Director at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Cheryllynn Africa Cheryllynn Africa's Kanaly Trust Company Experience August 2013 - March 2014
Job Investment Banking & Operations
Industry Oil & Energy
Experience
Tudor, Pickering, Holt & Co. April 2014 - Present
Kanaly Trust Company August 2013 - March 2014
Newfield Exploration January 2012 - April 2013
Newfield Exploration March 2011 - May 2012
Louis Dreyfus Highbridge Energy February 2010 - February 2011
Chevron April 2005 - February 2010
Skills
Oil/Gas, Process Scheduler, Petroleum, SharePoint, Gas, Project Planning, Recruiting, Human Resources, Energy Industry, Contract Negotiation, Upstream, Leadership, Energy, Natural Gas, Project Management, Visio, Microsoft Excel, Contract Management, Access, Administrative..., Software Documentation, Management, Teamwork, Process Improvement, PowerPoint, Onshore, Oil & Gas Industry, Outlook, Microsoft Office, Microsoft Word, Pipelines, SAP, Supervisory Skills, MS Project, Analysis, Completion, Drilling, Offshore Drilling, Procurement, Risk Management, Employee Relations, Lotus Notes, Training, Safety Management..., Administration, Budgets, Downstream Oil & Gas, EPC, Oil, Customer Service
Education
DeVry 2009 — 2011
BS Technical Management, Project Management
University of Perpetual Help - Laguna 2004 — 2005
Medical Radiologic Technology/Science - Radiation Therapist, 3.5
University of St. Thomas (TX) 2000 — 2002
Tudor, Pickering, Holt & Co. April 2014 - Present
Kanaly Trust Company August 2013 - March 2014
Newfield Exploration January 2012 - April 2013
Newfield Exploration March 2011 - May 2012
Louis Dreyfus Highbridge Energy February 2010 - February 2011
Chevron April 2005 - February 2010
Skills
Oil/Gas, Process Scheduler, Petroleum, SharePoint, Gas, Project Planning, Recruiting, Human Resources, Energy Industry, Contract Negotiation, Upstream, Leadership, Energy, Natural Gas, Project Management, Visio, Microsoft Excel, Contract Management, Access, Administrative..., Software Documentation, Management, Teamwork, Process Improvement, PowerPoint, Onshore, Oil & Gas Industry, Outlook, Microsoft Office, Microsoft Word, Pipelines, SAP, Supervisory Skills, MS Project, Analysis, Completion, Drilling, Offshore Drilling, Procurement, Risk Management, Employee Relations, Lotus Notes, Training, Safety Management..., Administration, Budgets, Downstream Oil & Gas, EPC, Oil, Customer Service
Education
DeVry 2009 — 2011
BS Technical Management, Project Management
University of Perpetual Help - Laguna 2004 — 2005
Medical Radiologic Technology/Science - Radiation Therapist, 3.5
University of St. Thomas (TX) 2000 — 2002
Todd Hanslik Todd Hanslik's Kanaly Trust Company Experience August 2001 - December 2003
Job Shareholder/Principal at Patriot Wealth Management, Inc.
Industry Investment Management
Experience
Patriot Wealth Management, Inc. January 2004 - Present
Kanaly Trust Company August 2001 - December 2003
Education
The University of Texas at Austin
BBA/MBA
Patriot Wealth Management, Inc. January 2004 - Present
Kanaly Trust Company August 2001 - December 2003
Education
The University of Texas at Austin
BBA/MBA
Heather Barkley's Kanaly Trust Company Experience October 2013 - Present
Job Investment Specialist at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company October 2013 - Present
Woodlands Securities Corp. January 2013 - October 2013
Wealth Solutions, Inc March 2012 - June 2012
Tiras Pennington & Associates January 2011 - March 2012
Next Financial Group January 2009 - October 2010
Invesco February 2001 - March 2006
Cable&Wireless Worldwide May 2000 - January 2001
Logix Communications December 1997 - August 1999
Logix Communications September 1995 - December 1997
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement
Education
Houston Community College
Kanaly Trust Company October 2013 - Present
Woodlands Securities Corp. January 2013 - October 2013
Wealth Solutions, Inc March 2012 - June 2012
Tiras Pennington & Associates January 2011 - March 2012
Next Financial Group January 2009 - October 2010
Invesco February 2001 - March 2006
Cable&Wireless Worldwide May 2000 - January 2001
Logix Communications December 1997 - August 1999
Logix Communications September 1995 - December 1997
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, FINRA, Series 7, Securities, Wealth Management, Insurance, Life Insurance, Financial Services, Recruiting, Strategic Financial..., Retirement Planning, Financial Advisory, Fixed Annuities, Investment Advisory, Portfolio Management, Uniform Combined State..., Finance, Retirement
Education
Houston Community College
Anita Eisthen, CFA, CPA Anita Eisthen, CFA, CPA's Kanaly Trust Company Experience June 1989 - May 1993
Job Founder at Labrador Investments, LLC
Industry Investment Management
Experience
Dayton Dog Training Club November 2009 - Present
BNI 2008 - Present
Clermont County DTC May 2006 - Present
Labrador Investments, LLC September 1998 - Present
Labrador Investments, LLC September 1998 - Present
Labrador Investments, LLC September 1998 - Present
PNC Financial Services Group June 1993 - September 1998
Kanaly Trust Company June 1989 - May 1993
Skills
Investments, Performance Measurement, Accounting, Business Strategy, Mutual Funds, Finance, Portfolio Management, Equities, Loans, Credit, Sales, Strategic Planning, Banking, Retirement Planning, Training, Small Business, Marketing, Investment Properties, Strategic Financial..., Business Planning, Business, CPA, Start-ups, Mergers & Acquisitions, Stock Management, Customer Service, Customer Retention, Customer Satisfaction, Customer Oriented, Customer Experience, Financial Planning
Education
Referral Institute 2011 — 2012
Rice University - Jesse H. Jones Graduate School of Management 1982 — 1984
MBA, Finance and Accounting
Dayton Dog Training Club November 2009 - Present
BNI 2008 - Present
Clermont County DTC May 2006 - Present
Labrador Investments, LLC September 1998 - Present
Labrador Investments, LLC September 1998 - Present
Labrador Investments, LLC September 1998 - Present
PNC Financial Services Group June 1993 - September 1998
Kanaly Trust Company June 1989 - May 1993
Skills
Investments, Performance Measurement, Accounting, Business Strategy, Mutual Funds, Finance, Portfolio Management, Equities, Loans, Credit, Sales, Strategic Planning, Banking, Retirement Planning, Training, Small Business, Marketing, Investment Properties, Strategic Financial..., Business Planning, Business, CPA, Start-ups, Mergers & Acquisitions, Stock Management, Customer Service, Customer Retention, Customer Satisfaction, Customer Oriented, Customer Experience, Financial Planning
Education
Referral Institute 2011 — 2012
Rice University - Jesse H. Jones Graduate School of Management 1982 — 1984
MBA, Finance and Accounting
Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA's Kanaly Trust Company Experience 2004 - 2006
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Joel Scott, CFP® Joel Scott, CFP®'s Kanaly Trust Company Experience November 2005 - July 2014
Job Senior Portfolio Manager, Vice President at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust July 2014 - Present
Kanaly Trust Company November 2005 - July 2014
Skills
Wealth Management..., Wealth Management, Wealth, Strategic Financial..., Securities, Retirement Planning, Private Banking, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Estate Planning, Financial Advisory, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Creighton University
MS
Texas Tech University
BS, Personal Financial Planning
Northern Trust July 2014 - Present
Kanaly Trust Company November 2005 - July 2014
Skills
Wealth Management..., Wealth Management, Wealth, Strategic Financial..., Securities, Retirement Planning, Private Banking, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Estate Planning, Financial Advisory, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Creighton University
MS
Texas Tech University
BS, Personal Financial Planning
Felicia Cweren Lewin Felicia Cweren Lewin's Kanaly Trust Company Experience September 2000 - June 2001
Job Real Estate Professional
Industry Real Estate
Experience
Attorney at Law June 2001 - Present
Real Estate 2000 - 2011
Kanaly Trust Company September 2000 - June 2001
FCA corporation February 1998 - September 2000
Skills
Litigation, Evictions, Estate Planning, Corporate Law, Contract Negotiation, Courts
Education
South Texas College of Law 1992 — 1996
Law, Law
The University of Texas at Austin 1986 — 1991
MPA/BBA, Accounting/Tax
Attorney at Law June 2001 - Present
Real Estate 2000 - 2011
Kanaly Trust Company September 2000 - June 2001
FCA corporation February 1998 - September 2000
Skills
Litigation, Evictions, Estate Planning, Corporate Law, Contract Negotiation, Courts
Education
South Texas College of Law 1992 — 1996
Law, Law
The University of Texas at Austin 1986 — 1991
MPA/BBA, Accounting/Tax
JT Koenig JT Koenig's Kanaly Trust Company Experience March 1998 - August 1998
Job Vice President & Sr. Trust Team Manager at Wells Fargo Wealth Management, a division of Wells Fargo, NA
Industry Financial Services
Experience
Wells Fargo Wealth Management, a division of Wells Fargo, NA October 2013 - Present
Wells Fargo Wealth Management, a division of Wells Fargo, NA September 2012 - September 2013
Merrill Lynch Trust Company, a division of Bank of America, NA August 2009 - August 2012
Merrill Lynch Trust Company, FSB July 2007 - August 2009
Merrill Lynch Trust Company, FSB January 2005 - July 2007
Merrill Lynch Trust Company, FSB April 2002 - December 2004
Law Office of Jon Todd Koenig November 2001 - April 2002
Southwest Guaranty Court Trust, a division of National Fiduciary Services September 1998 - November 2001
Kanaly Trust Company March 1998 - August 1998
NationsBank, NA September 1997 - February 1998
Skills
Trust Services, High Net Worth..., Trust Management, Investments, Wealth Management..., Strategic Financial..., Investment Advisory, Securities, Investment Management, Mutual Funds, Retirement, Series 63, Asset Allocation, Wealth, Asset Protection, Estate Tax Planning, Asset Managment, Portfolio Management, IRAs, Estate Administration, Charitable Trusts, Writing, Editing, Published Author, Genealogy, Asset Management, Financial Planning
Education
University of Houston Law Center 2001 — 2003
LLM, Taxation
St. Mary's University School of Law 1992 — 1995
JD, Estate Planning, Probate & Taxation
Leopold-Franzens Universität Innsbruck 1994 — 1994
Certificate of Completion, European and Comparative Law Program
University of Houston 1987 — 1991
BA, Psychology & Communications
Wells Fargo Wealth Management, a division of Wells Fargo, NA October 2013 - Present
Wells Fargo Wealth Management, a division of Wells Fargo, NA September 2012 - September 2013
Merrill Lynch Trust Company, a division of Bank of America, NA August 2009 - August 2012
Merrill Lynch Trust Company, FSB July 2007 - August 2009
Merrill Lynch Trust Company, FSB January 2005 - July 2007
Merrill Lynch Trust Company, FSB April 2002 - December 2004
Law Office of Jon Todd Koenig November 2001 - April 2002
Southwest Guaranty Court Trust, a division of National Fiduciary Services September 1998 - November 2001
Kanaly Trust Company March 1998 - August 1998
NationsBank, NA September 1997 - February 1998
Skills
Trust Services, High Net Worth..., Trust Management, Investments, Wealth Management..., Strategic Financial..., Investment Advisory, Securities, Investment Management, Mutual Funds, Retirement, Series 63, Asset Allocation, Wealth, Asset Protection, Estate Tax Planning, Asset Managment, Portfolio Management, IRAs, Estate Administration, Charitable Trusts, Writing, Editing, Published Author, Genealogy, Asset Management, Financial Planning
Education
University of Houston Law Center 2001 — 2003
LLM, Taxation
St. Mary's University School of Law 1992 — 1995
JD, Estate Planning, Probate & Taxation
Leopold-Franzens Universität Innsbruck 1994 — 1994
Certificate of Completion, European and Comparative Law Program
University of Houston 1987 — 1991
BA, Psychology & Communications
James Shelton's Kanaly Trust Company Experience October 2007 - Present
Job Chief Investment Officer at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company October 2007 - Present
AIM Private Asset Management 2002 - 2007
Invesco AIM 2002 - 2007
Skills
Asset Allocation, Series 7, Mutual Funds, Asset Managment, Investment Advisory, Equities, Portfolio Management, Wealth Management, Investments, Retirement Planning, Alternative Investments, ETFs, Asset Management, Investment Management, Hedge Funds, Investment Strategies, Risk Management
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Finance
University of Houston
MBA
Kanaly Trust Company October 2007 - Present
AIM Private Asset Management 2002 - 2007
Invesco AIM 2002 - 2007
Skills
Asset Allocation, Series 7, Mutual Funds, Asset Managment, Investment Advisory, Equities, Portfolio Management, Wealth Management, Investments, Retirement Planning, Alternative Investments, ETFs, Asset Management, Investment Management, Hedge Funds, Investment Strategies, Risk Management
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Finance
University of Houston
MBA
Drew Kanaly Drew Kanaly's Kanaly Trust Company Experience
Job Chairman and CEO at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company
Skills
Asset Managment, Wealth Management, Investments, Asset Allocation, Investment Advisory, Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Retirement Planning, Investment Strategies, High Net Worth..., Wealth, Financial Advisory, Securities, Retirement, Equities, Estate Planning, Banking, Financial Planners, Hedge Funds, Series 7, Asset Management, Options, Financial Planning
Education
University of Houston 1982 — 1983
BBA
The University of Texas at Austin
Kanaly Trust Company
Skills
Asset Managment, Wealth Management, Investments, Asset Allocation, Investment Advisory, Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Retirement Planning, Investment Strategies, High Net Worth..., Wealth, Financial Advisory, Securities, Retirement, Equities, Estate Planning, Banking, Financial Planners, Hedge Funds, Series 7, Asset Management, Options, Financial Planning
Education
University of Houston 1982 — 1983
BBA
The University of Texas at Austin
Jeff Kanaly Jeff Kanaly's Kanaly Trust Company Experience 1978 - Present
Job at
Industry Financial Services
Experience
KT Family Holding May 1978 - Present
Kanaly Trust Company 1978 - Present
Skills
Financial Planning, Mergers & Acquisitions, Financial Planners, Leadership, Investments, Portfolio Management, Asset Allocation, Financial Analysis, Estate Planning, Strategic Financial..., Wealth Management, Entrepreneurship, Asset Management, Management, Trusts, Strategic Planning, Corporate Finance, Investment Advisory, Retirement Planning
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration, Finance
KT Family Holding May 1978 - Present
Kanaly Trust Company 1978 - Present
Skills
Financial Planning, Mergers & Acquisitions, Financial Planners, Leadership, Investments, Portfolio Management, Asset Allocation, Financial Analysis, Estate Planning, Strategic Financial..., Wealth Management, Entrepreneurship, Asset Management, Management, Trusts, Strategic Planning, Corporate Finance, Investment Advisory, Retirement Planning
Education
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration, Finance
Deborah Pyy Deborah Pyy's Kanaly Trust Company Experience September 2007 - October 2008
Job IT Management professional
Industry Information Technology and Services
Experience
Pyy Technology Services LLC December 2008 - Present
Kanaly Trust Company September 2007 - October 2008
Gulf Coast Community Services Association April 2004 - August 2007
Merial, LTD January 2001 - August 2001
FootageNow March 2000 - June 2000
iXL July 1998 - March 2000
AirTouch Cellular July 1996 - July 1998
Education
National American University 1989 — 1992
BS, CIS
Pyy Technology Services LLC December 2008 - Present
Kanaly Trust Company September 2007 - October 2008
Gulf Coast Community Services Association April 2004 - August 2007
Merial, LTD January 2001 - August 2001
FootageNow March 2000 - June 2000
iXL July 1998 - March 2000
AirTouch Cellular July 1996 - July 1998
Education
National American University 1989 — 1992
BS, CIS
Addis Walker Addis Walker's Kanaly Trust Company Experience 1988 - 1990
Job Retired from Regions Bank
Industry Financial Services
Experience
Regions Bank September 2010 - Present
Spherion April 2003 - September 2007
Kanaly Trust Company 1988 - 1990
Skills
Payroll, Accounting, Accounts Payable
Education
University of Missouri-Saint Louis 1990 — 1992
BBA, Finance
Regions Bank September 2010 - Present
Spherion April 2003 - September 2007
Kanaly Trust Company 1988 - 1990
Skills
Payroll, Accounting, Accounts Payable
Education
University of Missouri-Saint Louis 1990 — 1992
BBA, Finance
Lee Ann DuVall's Kanaly Trust Company Experience 1992 - 1996
Job VP/Compliance Officer at Cumberland Trust and Investment Company
Industry Legal Services
Experience
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Cumberland Trust and Investment Company 2012 - Present
Consultant 2011 - 2012
Literacy Council of Williamson County 2010 - 2012
Primera Financial Services, Inc. 2007 - 2009
ESS Group, Inc. 2005 - 2006
SunTrust Bank 1996 - 2003
Kanaly Trust Company 1992 - 1996
Northern Trust 1990 - 1992
Horrigan & Goehrs, L.L.P. 1989 - 1990
Hellmer & Denning, Attorneys at Law 1985 - 1989
Skills
Banking, Strategic Planning, Non-profits, Loans, Succession Planning, Nonprofits, Team Building, Training
Education
Washburn University School of Law 1982 — 1984
J.D. Top 5%
University of Kansas 1973 — 1977
B.F.A. with Highest Distinction
Kimberlee Daniels McElfresh, MSW Kimberlee Daniels McElfresh, MSW's Kanaly Trust Company Experience July 2001 - February 2003
Job Social Worker
Industry Individual & Family Services
Experience
Kimberlee Daniels McElfresh, MSW January 2007 - Present
Active Job Hunter January 2007 - Present
American Habilitation Services, Inc January 2006 - November 2006
Arrow Child & Family Ministries July 2005 - September 2005
Contract and Temporary Positions at Executive/Adminstrative Assistant March 2003 - May 2005
Kanaly Trust Company July 2001 - February 2003
National MS Society October 2000 - February 2001
Daniel Measurement and Control October 1998 - April 2000
Skills
Social Services, Public Speaking, Problem Solving, Administration, Volunteer Coordination, Teamwork, Event Planning, Microsoft Office, Case Management, Documentation, Research, Group Therapy, Administrative Functions, End-of-Life/Terminal..., Death, Dying and..., Case Managment, Volunteer Management, Software Documentation, Data Entry, Management, Training, Leadership, Non-profit organizations, Fundraising, Nonprofits, Healthcare, Conflict Resolution, Psychotherapy, Community Outreach, Mental Health Counseling, Program Development, Crisis Intervention, Program Management
Education
University of Houston-Graduate College of Social Work 2000 — 2005
MSW, Social Work
University of Houston-Downtown
BS, Social Sciences/Psychology
Kimberlee Daniels McElfresh, MSW January 2007 - Present
Active Job Hunter January 2007 - Present
American Habilitation Services, Inc January 2006 - November 2006
Arrow Child & Family Ministries July 2005 - September 2005
Contract and Temporary Positions at Executive/Adminstrative Assistant March 2003 - May 2005
Kanaly Trust Company July 2001 - February 2003
National MS Society October 2000 - February 2001
Daniel Measurement and Control October 1998 - April 2000
Skills
Social Services, Public Speaking, Problem Solving, Administration, Volunteer Coordination, Teamwork, Event Planning, Microsoft Office, Case Management, Documentation, Research, Group Therapy, Administrative Functions, End-of-Life/Terminal..., Death, Dying and..., Case Managment, Volunteer Management, Software Documentation, Data Entry, Management, Training, Leadership, Non-profit organizations, Fundraising, Nonprofits, Healthcare, Conflict Resolution, Psychotherapy, Community Outreach, Mental Health Counseling, Program Development, Crisis Intervention, Program Management
Education
University of Houston-Graduate College of Social Work 2000 — 2005
MSW, Social Work
University of Houston-Downtown
BS, Social Sciences/Psychology
Jonathan Timmermann Jonathan Timmermann's Kanaly Trust Company Experience August 2001 - August 2003
Job Senior Shopper Marketing Manager at The CocaCola Company
Industry Marketing and Advertising
Experience
The Coca-Cola Company May 2015 - Present
The Coca-Cola Company January 2012 - April 2015
The Coca-Cola Company May 2011 - January 2012
TradeChile August 2009 - December 2010
Southern Land Design August 2003 - July 2008
Kanaly Trust Company August 2001 - August 2003
Skills
Spanish, Marketing, Management, Business Development, Sales, Brand Management, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Marketing Management, Marketing Communications, New Business Development, Negotiation, Market Analysis, Strategy, FMCG, Market Planning
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, International Business
Universidad de Chile 2008 — 2010
MBA, International Business
Texas Tech University 1996 — 2001
Bachelor of Science, Financial Planning
The Coca-Cola Company May 2015 - Present
The Coca-Cola Company January 2012 - April 2015
The Coca-Cola Company May 2011 - January 2012
TradeChile August 2009 - December 2010
Southern Land Design August 2003 - July 2008
Kanaly Trust Company August 2001 - August 2003
Skills
Spanish, Marketing, Management, Business Development, Sales, Brand Management, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Marketing Management, Marketing Communications, New Business Development, Negotiation, Market Analysis, Strategy, FMCG, Market Planning
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, International Business
Universidad de Chile 2008 — 2010
MBA, International Business
Texas Tech University 1996 — 2001
Bachelor of Science, Financial Planning
Cody Amis, CFA, CFP® Cody Amis, CFA, CFP®'s Kanaly Trust Company Experience 2001 - 2002
Job Senior Portfolio Manager at Stoker Ostler, a part of BMO Financial Group
Industry Investment Management
Experience
Stoker Ostler, a part of BMO Financial Group January 2011 - Present
Capital Investment Counsel, Inc. December 2009 - January 2011
Broadway National Bank December 2008 - December 2009
Stoker Ostler Wealth Advisors May 2005 - December 2008
DeGreen Financial, Inc. 2002 - 2005
Kanaly Trust Company 2001 - 2002
Balasa Dinverno & Foltz LLC May 2000 - August 2000
Skills
Private Wealth..., Financial Planning, Portfolio Management, Investment Advisory, Global Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Wealth Management..., Asset Allocation, Equities, Finance, Strategic Financial..., Alternative Investments, Asset Management, Investments, Investment Management, Personal Financial..., Financial Analysis, Mutual Funds
Education
Texas Tech University 2000 — 2001
MS, Personal Financial Planning
Texas Tech University 1995 — 1999
BBA, Finance
Stoker Ostler, a part of BMO Financial Group January 2011 - Present
Capital Investment Counsel, Inc. December 2009 - January 2011
Broadway National Bank December 2008 - December 2009
Stoker Ostler Wealth Advisors May 2005 - December 2008
DeGreen Financial, Inc. 2002 - 2005
Kanaly Trust Company 2001 - 2002
Balasa Dinverno & Foltz LLC May 2000 - August 2000
Skills
Private Wealth..., Financial Planning, Portfolio Management, Investment Advisory, Global Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Wealth Management..., Asset Allocation, Equities, Finance, Strategic Financial..., Alternative Investments, Asset Management, Investments, Investment Management, Personal Financial..., Financial Analysis, Mutual Funds
Education
Texas Tech University 2000 — 2001
MS, Personal Financial Planning
Texas Tech University 1995 — 1999
BBA, Finance
shannon shrader shannon shrader's Kanaly Trust Company Experience May 2000 - February 2005
Job Educator at Holy Spirit Episcopal School
Industry Primary/Secondary Education
Experience
Holy Spirit Episcopal School July 2012 - Present
Bradford Airport Logistics May 2009 - July 2012
EO Houston January 2009 - May 2009
EO Houston February 2005 - May 2009
Junior League of Houston February 1999 - May 2008
Kanaly Trust Company May 2000 - February 2005
James E. Taylor High School - Katy, TX August 1998 - May 2000
Harding University High School August 1995 - May 1998
National Rifle Association April 1993 - August 1995
U.S. Senate Library May 1992 - October 1992
Skills
Administration, Event Management, Teaching, Planning, Government, System Administration, Project Planning, Fundraising, Nonprofits, Training, Management, Coaching, Access, Research, Strategic Planning, Marketing, Budgets, Event Planning, Leadership Development, Staff Development, Editing, Public Speaking, Organizational..., Community Outreach, Social Media, Volunteer Management, Program Development, Public Relations, Curriculum Design, Leadership, Curriculum Development, Microsoft Office
Education
Guilford College 1988 — 1992
BA, History & Education
St. Agnes Academy 1984 — 1988
St. Cecilia School 1981 — 1984
Holy Spirit Episcopal School July 2012 - Present
Bradford Airport Logistics May 2009 - July 2012
EO Houston January 2009 - May 2009
EO Houston February 2005 - May 2009
Junior League of Houston February 1999 - May 2008
Kanaly Trust Company May 2000 - February 2005
James E. Taylor High School - Katy, TX August 1998 - May 2000
Harding University High School August 1995 - May 1998
National Rifle Association April 1993 - August 1995
U.S. Senate Library May 1992 - October 1992
Skills
Administration, Event Management, Teaching, Planning, Government, System Administration, Project Planning, Fundraising, Nonprofits, Training, Management, Coaching, Access, Research, Strategic Planning, Marketing, Budgets, Event Planning, Leadership Development, Staff Development, Editing, Public Speaking, Organizational..., Community Outreach, Social Media, Volunteer Management, Program Development, Public Relations, Curriculum Design, Leadership, Curriculum Development, Microsoft Office
Education
Guilford College 1988 — 1992
BA, History & Education
St. Agnes Academy 1984 — 1988
St. Cecilia School 1981 — 1984
Michael Cochran, CFP® Michael Cochran, CFP®'s Kanaly Trust Company Experience June 2011 - August 2013
Job Portfolio Manager
Industry Financial Services
Experience
Frost Investment Advisors June 2014 - Present
Kanaly Trust Company June 2011 - August 2013
Kanaly Trust Company September 2007 - June 2011
JWA Financial Group, Inc. January 2007 - September 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Investment Advisory, Mutual Funds, Finance, Asset Allocation, Tax, Estate Planning, Strategic Financial..., Bloomberg Terminal, Performance Reporting, Microsoft Excel, Certified Financial..., Financial Analysis, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Professional MBA
Texas A&M University 2012 — 2013
Graduate Certificate in Advanced International Affairs
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Nolan Catholic High School
Frost Investment Advisors June 2014 - Present
Kanaly Trust Company June 2011 - August 2013
Kanaly Trust Company September 2007 - June 2011
JWA Financial Group, Inc. January 2007 - September 2007
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Management, Investment Advisory, Mutual Funds, Finance, Asset Allocation, Tax, Estate Planning, Strategic Financial..., Bloomberg Terminal, Performance Reporting, Microsoft Excel, Certified Financial..., Financial Analysis, Financial Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Professional MBA
Texas A&M University 2012 — 2013
Graduate Certificate in Advanced International Affairs
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Nolan Catholic High School
Scott Luhnau's Kanaly Trust Company Experience June 1996 - July 2002
Job Senior Vice President and Market Director at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch - Bank of America July 2002 - Present
Merrill Lynch 2002 - 2009
Kanaly Trust Company June 1996 - July 2002
Skills
Wealth Management, Alternative Investments, Estate Planning, Litigation Management, Risk Management, Financial Advisory, Trust and Estate..., Investments, Estate Tax Planning, Wealth Management..., Estate, Income and Gift..., Probate and Estate..., Trust Department..., Wealth Strategies, Asset Allocation, Wills and Trusts, Series 65, Securities, Mutual Funds, Investment Advisory, Charitable Gift Planning, Financial Planning, High Net Worth...
Education
South Texas College of Law
Juris Doctor
Merrill Lynch - Bank of America July 2002 - Present
Merrill Lynch 2002 - 2009
Kanaly Trust Company June 1996 - July 2002
Skills
Wealth Management, Alternative Investments, Estate Planning, Litigation Management, Risk Management, Financial Advisory, Trust and Estate..., Investments, Estate Tax Planning, Wealth Management..., Estate, Income and Gift..., Probate and Estate..., Trust Department..., Wealth Strategies, Asset Allocation, Wills and Trusts, Series 65, Securities, Mutual Funds, Investment Advisory, Charitable Gift Planning, Financial Planning, High Net Worth...
Education
South Texas College of Law
Juris Doctor
Austin Ayers, CFP®, PHR® Austin Ayers, CFP®, PHR®'s Kanaly Trust Company Experience 2005 - 2007
Job Financial Services and Human Resources Professional: Training | Wealth Management | Compliance | Employee Relations
Industry Financial Services
Experience
Principal Financial Group 2015 - Present
Stavis and Cohen Financial, LLC 2014 - 2014
Emerging Markets Communications 2013 - 2014
AIG 2013 - 2013
IMG Financial Group, Inc. 2010 - 2013
TaxMasters 2009 - 2010
Stanford Group 2007 - 2009
Kanaly Trust Company 2005 - 2007
Glen Fonner & Associates 2001 - 2005
Skills
Wealth Management, Human Resources, Regulatory Compliance, Change Management, Project Management, Management, Team Leadership, Workforce Planning, Diversity & Inclusion, Team Training, Strategic Planning, Recruiting, Training, Benefits Administration, Financial Services, Strategic Financial..., Investments, Insurance, Finance, Business Development, Securities, Employee Benefits, FINRA, Financial Analysis, Investment Advisory, Vendor Relationship...
Education
Texas Tech University 2003 — 2005
Masters, Financial Planning, 3.92 Overall GPA
Texas Tech University 2000 — 2002
Bachelors of Science, Human Development, Family Studies, and Related Services, 4.0 Overall GPA
Highland Park High School 1992 — 1996
Principal Financial Group 2015 - Present
Stavis and Cohen Financial, LLC 2014 - 2014
Emerging Markets Communications 2013 - 2014
AIG 2013 - 2013
IMG Financial Group, Inc. 2010 - 2013
TaxMasters 2009 - 2010
Stanford Group 2007 - 2009
Kanaly Trust Company 2005 - 2007
Glen Fonner & Associates 2001 - 2005
Skills
Wealth Management, Human Resources, Regulatory Compliance, Change Management, Project Management, Management, Team Leadership, Workforce Planning, Diversity & Inclusion, Team Training, Strategic Planning, Recruiting, Training, Benefits Administration, Financial Services, Strategic Financial..., Investments, Insurance, Finance, Business Development, Securities, Employee Benefits, FINRA, Financial Analysis, Investment Advisory, Vendor Relationship...
Education
Texas Tech University 2003 — 2005
Masters, Financial Planning, 3.92 Overall GPA
Texas Tech University 2000 — 2002
Bachelors of Science, Human Development, Family Studies, and Related Services, 4.0 Overall GPA
Highland Park High School 1992 — 1996
Jonathan Gross, J.D., CFE Jonathan Gross, J.D., CFE's Kanaly Trust Company Experience January 2000 - January 2003
Job Director, Litigation Financing
Industry Legal Services
Experience
LitCap March 2015 - Present
Control Risks February 2011 - December 2014
TrialGraphix/Kroll Ontrack February 2008 - January 2011
EquiFirst 2003 - 2008
Kanaly Trust Company January 2000 - January 2003
Arthur Andersen 1998 - 1999
Skills
Litigation, Litigation Support, Finance, Management, Risk Management, Financial Analysis, Due Diligence, Consulting, Fraud, Investigations, Investigation, Personal Injury..., Computer Forensics, Private Investigations, Risk Assessment, Legal Research, Business Development, Strategy, Security, Leadership, Sales, Compliance, Corporate Governance, Policy, New Business Development, Mergers, Analysis, Contract Negotiation, Negotiation, Corporate Law, Crisis Management, Security Management, Mergers & Acquisitions, Internal Investigations, Risk Analysis, Background Checks, Strategic Planning, Training, Business Continuity, Security Audits, Project Management, Investments, Financial Planning, Management Consulting, Business Strategy, Marketing Strategy, Trials, Commercial Litigation, Marketing
Education
Western New England College School of Law 1995 — 1998
J.D.
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
LitCap March 2015 - Present
Control Risks February 2011 - December 2014
TrialGraphix/Kroll Ontrack February 2008 - January 2011
EquiFirst 2003 - 2008
Kanaly Trust Company January 2000 - January 2003
Arthur Andersen 1998 - 1999
Skills
Litigation, Litigation Support, Finance, Management, Risk Management, Financial Analysis, Due Diligence, Consulting, Fraud, Investigations, Investigation, Personal Injury..., Computer Forensics, Private Investigations, Risk Assessment, Legal Research, Business Development, Strategy, Security, Leadership, Sales, Compliance, Corporate Governance, Policy, New Business Development, Mergers, Analysis, Contract Negotiation, Negotiation, Corporate Law, Crisis Management, Security Management, Mergers & Acquisitions, Internal Investigations, Risk Analysis, Background Checks, Strategic Planning, Training, Business Continuity, Security Audits, Project Management, Investments, Financial Planning, Management Consulting, Business Strategy, Marketing Strategy, Trials, Commercial Litigation, Marketing
Education
Western New England College School of Law 1995 — 1998
J.D.
The University of Texas at Austin 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Brandon Moss, CFP® Brandon Moss, CFP®'s Kanaly Trust Company Experience May 2000 - August 2000
Job Managing Director United Capital
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2011 - Present
United Capital Financial Advisers, LLC June 2007 - December 2011
United Capital Financial Advisers, LLC June 2002 - June 2007
Kanaly Trust Company May 2000 - August 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Estate Planning, Retirement, Investment Management, Mutual Funds, Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Financial Planners, Alternative Investments, Series 65, Wealth, Securities, High Net Worth..., Wealth Management..., Personal Financial..., Financial Planning, 401k, Finance, Asset Management
Education
Texas Tech University 1998 — 2002
BS - Personal Financial Planning, Financial Planning
United Capital Financial Advisers, LLC January 2011 - Present
United Capital Financial Advisers, LLC June 2007 - December 2011
United Capital Financial Advisers, LLC June 2002 - June 2007
Kanaly Trust Company May 2000 - August 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Estate Planning, Retirement, Investment Management, Mutual Funds, Investment Strategies, Asset Managment, Financial Advisory, Portfolio Management, Financial Planners, Alternative Investments, Series 65, Wealth, Securities, High Net Worth..., Wealth Management..., Personal Financial..., Financial Planning, 401k, Finance, Asset Management
Education
Texas Tech University 1998 — 2002
BS - Personal Financial Planning, Financial Planning
Jeff Horner Jeff Horner's Kanaly Trust Company Experience January 2001 - March 2006
Job
Industry Financial Services
Experience
Northern Trust June 2006 - Present
UHY LLP October 2005 - June 2006
Kanaly Trust Company January 2001 - March 2006
Skills
Personal Financial..., Wealth Management, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Series 7, Risk Management, Investments, Alternative Investments, Retirement Planning, Asset Management, Insurance, High Net Worth..., Wealth, Asset Allocation, Estate Planning, Strategic Financial..., Mutual Funds
Education
Baylor University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services / Entrepreneurship
Friendswood High School 1992 — 1996
Northern Trust June 2006 - Present
UHY LLP October 2005 - June 2006
Kanaly Trust Company January 2001 - March 2006
Skills
Personal Financial..., Wealth Management, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Series 7, Risk Management, Investments, Alternative Investments, Retirement Planning, Asset Management, Insurance, High Net Worth..., Wealth, Asset Allocation, Estate Planning, Strategic Financial..., Mutual Funds
Education
Baylor University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services / Entrepreneurship
Friendswood High School 1992 — 1996
Ashley Stegall Ashley Stegall's Kanaly Trust Company Experience October 2008 - October 2010
Job Second Grade GT Teacher at Fort Bend ISD
Industry Public Relations and Communications
Experience
Fort Bend ISD January 2013 - Present
Kanaly Trust Company October 2008 - October 2010
Houston Astros August 2007 - January 2008
Education
Texas State University 2005 — 2008
BA, Mass Communications- Public Relations
Fort Bend ISD January 2013 - Present
Kanaly Trust Company October 2008 - October 2010
Houston Astros August 2007 - January 2008
Education
Texas State University 2005 — 2008
BA, Mass Communications- Public Relations
Matthew Russell, CFP®'s Kanaly Trust Company Experience June 2003 - January 2005
Job President MTR Financial Services, LLC
Industry Financial Services
Experience
MTR Financial Services, LLC January 2009 - Present
Woodway Financial Advisors March 2005 - December 2008
Woodway Financial Advisors March 2005 - December 2008
Kanaly Trust Company June 2003 - January 2005
AIG Global Investments January 2001 - February 2003
AIG Global Investment Group January 1999 - January 2001
Conseco, Inc January 1996 - June 1999
G.L. Pittsford & Associates, Inc January 1992 - January 1996
Skills
Financial Planning, Estate Planning, Asset Management, Insurance Planning, Cash Flow, Budgeting, Savings, Stock, Retirement Planning, Wealth Management, Trusts, Probate, Wealth, Investment Advisory, Asset Allocation, Tax, Financial Advice, Budgets, Strategic Financial..., Financial Advisory, Asset Managment, Financial Modeling, Accounting, Stocks, Financial Analysis, Financial Planners
Education
Purdue University 1987 — 1992
BS, Financial Planning & Counseling
MTR Financial Services, LLC January 2009 - Present
Woodway Financial Advisors March 2005 - December 2008
Woodway Financial Advisors March 2005 - December 2008
Kanaly Trust Company June 2003 - January 2005
AIG Global Investments January 2001 - February 2003
AIG Global Investment Group January 1999 - January 2001
Conseco, Inc January 1996 - June 1999
G.L. Pittsford & Associates, Inc January 1992 - January 1996
Skills
Financial Planning, Estate Planning, Asset Management, Insurance Planning, Cash Flow, Budgeting, Savings, Stock, Retirement Planning, Wealth Management, Trusts, Probate, Wealth, Investment Advisory, Asset Allocation, Tax, Financial Advice, Budgets, Strategic Financial..., Financial Advisory, Asset Managment, Financial Modeling, Accounting, Stocks, Financial Analysis, Financial Planners
Education
Purdue University 1987 — 1992
BS, Financial Planning & Counseling
John Hofstra, CFP®'s Kanaly Trust Company Experience June 2007 - August 2007
Job Associate Vice President at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA September 2015 - Present
HFG Wealth Management, LLC December 2014 - August 2015
Fidelity Investments December 2009 - November 2014
Smith Frank & Partners January 2008 - May 2008
Kanaly Trust Company June 2007 - August 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Asset Management, Risk Management, CFP(R)
Education
Texas Tech University 2003 — 2007
Human Sciences, Personal Financial Planning
The University of Texas at Austin 2001 — 2003
Liberal Arts
Kanaly Trust, LTA September 2015 - Present
HFG Wealth Management, LLC December 2014 - August 2015
Fidelity Investments December 2009 - November 2014
Smith Frank & Partners January 2008 - May 2008
Kanaly Trust Company June 2007 - August 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Asset Management, Risk Management, CFP(R)
Education
Texas Tech University 2003 — 2007
Human Sciences, Personal Financial Planning
The University of Texas at Austin 2001 — 2003
Liberal Arts
Toby Sessions's Kanaly Trust Company Experience January 1998 - May 2002
Job Senior Vice President & Trust Officer at Moody National Bank
Industry Financial Services
Experience
Moody National Bank 2011 - Present
Regions Morgan Keegan Trust June 2009 - January 2011
Merrill Lynch May 2002 - January 2009
Kanaly Trust Company January 1998 - May 2002
Moody National Bank January 1996 - January 1998
Citizens Bank & Trust Co. 1991 - 1996
Skills
Strategic Financial..., Financial Advisory, Asset Managment, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Asset Allocation, Wealth, Investment Management, Banking, Retirement, Certified Financial..., Risk Management
Education
University of Houston-Clear Lake 1985 — 1989
BBA
Lee College 1983 — 1985
Moody National Bank 2011 - Present
Regions Morgan Keegan Trust June 2009 - January 2011
Merrill Lynch May 2002 - January 2009
Kanaly Trust Company January 1998 - May 2002
Moody National Bank January 1996 - January 1998
Citizens Bank & Trust Co. 1991 - 1996
Skills
Strategic Financial..., Financial Advisory, Asset Managment, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Asset Allocation, Wealth, Investment Management, Banking, Retirement, Certified Financial..., Risk Management
Education
University of Houston-Clear Lake 1985 — 1989
BBA
Lee College 1983 — 1985
Phillip Hamman's Kanaly Trust Company Experience August 2001 - May 2009
Job Manager, Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2009 - Present
Kanaly Trust Company August 2001 - May 2009
Education
Texas Tech University 1997 — 2001
Tolleson Wealth Management May 2009 - Present
Kanaly Trust Company August 2001 - May 2009
Education
Texas Tech University 1997 — 2001
Sydney Motes's Kanaly Trust Company Experience December 2001 - July 2004
Job Principal at Patriot Wealth Management, Inc.
Industry Financial Services
Experience
Patriot Wealth Management, Inc. July 2004 - Present
Kanaly Trust Company December 2001 - July 2004
PricewaterhouseCoopers August 1992 - November 2001
Skills
Strategic Financial..., Auditing, Tax, Asset Management, Wealth Management, Investments, Investment Advisory, Portfolio Management, High Net Worth..., Leadership, Investment Management, Alternative Investments, Financial Analysis, Asset Managment
Education
Baylor University - Hankamer School of Business 1988 — 1992
Patriot Wealth Management, Inc. July 2004 - Present
Kanaly Trust Company December 2001 - July 2004
PricewaterhouseCoopers August 1992 - November 2001
Skills
Strategic Financial..., Auditing, Tax, Asset Management, Wealth Management, Investments, Investment Advisory, Portfolio Management, High Net Worth..., Leadership, Investment Management, Alternative Investments, Financial Analysis, Asset Managment
Education
Baylor University - Hankamer School of Business 1988 — 1992
Robert Arenivas, CFP®'s Kanaly Trust Company Experience January 2009 - November 2011
Job Financial Planner
Industry Financial Services
Experience
Dowling & Yahnke, LLC March 2014 - March 2015
US Trust November 2011 - July 2013
Kanaly Trust Company January 2009 - November 2011
USAA June 2008 - August 2008
CUTCO Cutlery 2004 - 2004
Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds
Education
Texas Tech University 2006 — 2008
B.S., Personal Financial Planning
Dowling & Yahnke, LLC March 2014 - March 2015
US Trust November 2011 - July 2013
Kanaly Trust Company January 2009 - November 2011
USAA June 2008 - August 2008
CUTCO Cutlery 2004 - 2004
Skills
Wealth Management, Financial Planning, Asset Management, Portfolio Management, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Finance, Mutual Funds
Education
Texas Tech University 2006 — 2008
B.S., Personal Financial Planning
Amy L. Nelson, J.D., CTFA's Kanaly Trust Company Experience July 2003 - May 2007
Job Trust Manager at Rice University/Rice Trust Inc.
Industry Philanthropy
Experience
Rice University/Rice Trust Inc. July 2012 - Present
Rice University May 2007 - July 2012
Kanaly Trust Company July 2003 - May 2007
Northern Trust July 1999 - June 2003
Skills
Estate Planning, Philanthropy, Strategic Financial..., Fundraising, Proposal Writing, Planned Giving, Financial Analysis, Trusts, Nonprofits, Annual Giving, Board Development, Alumni Relations, Grants, Stewardship, Volunteer Management, Grant Writing, Program Development, Prospect Research, Financial Planning
Education
St. Mary's University School of Law 1995 — 1998
J.D., Law
Texas A&M University 1990 — 1994
B.S., Psychology
Bellaire High School 1987 — 1990
Rice University/Rice Trust Inc. July 2012 - Present
Rice University May 2007 - July 2012
Kanaly Trust Company July 2003 - May 2007
Northern Trust July 1999 - June 2003
Skills
Estate Planning, Philanthropy, Strategic Financial..., Fundraising, Proposal Writing, Planned Giving, Financial Analysis, Trusts, Nonprofits, Annual Giving, Board Development, Alumni Relations, Grants, Stewardship, Volunteer Management, Grant Writing, Program Development, Prospect Research, Financial Planning
Education
St. Mary's University School of Law 1995 — 1998
J.D., Law
Texas A&M University 1990 — 1994
B.S., Psychology
Bellaire High School 1987 — 1990
Brett Curlee's Kanaly Trust Company Experience November 2003 - April 2008
Job Executive Director Bushi Ban International Sienna Plantation LLC
Industry Health, Wellness and Fitness
Experience
Bushi Ban International - Sienna Plantation LLC May 2014 - Present
Raymond James 2009 - 2009
Kanaly Trust Company November 2003 - April 2008
Smith Barney March 2002 - November 2003
Morgan Stanley September 2000 - November 2001
Education
Cornell College 1991 — 1993
BSS, Economics
Bushi Ban International - Sienna Plantation LLC May 2014 - Present
Raymond James 2009 - 2009
Kanaly Trust Company November 2003 - April 2008
Smith Barney March 2002 - November 2003
Morgan Stanley September 2000 - November 2001
Education
Cornell College 1991 — 1993
BSS, Economics
Paul R. Lederer's Kanaly Trust Company Experience 1986 - 1990
Job Experienced entrepreneur with business and engineering backgrounds
Industry Defense & Space
Experience
Self employed May 2012 - Present
UltraTrace Detection, LLC March 2007 - May 2012
Louisville Medical Center Development Corp. August 2005 - February 2007
University of Louisville September 2001 - January 2006
Mitsui U.S.A., Inc. March 1990 - December 1990
Kanaly Trust Company 1986 - 1990
Brown & Root 1975 - 1985
Skills
Start-ups, Small Business, Entrepreneurship, Management Consulting, Patent License..., Start-up Business Plans..., Finance, Strategy, Strategic Planning, Executive Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Due Diligence, Business Development, Business Planning, Venture Capital, Management, Leadership
Education
University of Louisville 1994 — 2001
Ph.D., Civil Engineering
Jones Graduate School of Business, Rice University 1983 — 1985
MBA, Finance and Entrepreneurship
Rice University 1975 — 1977
MCE, Civil Engineering - structural
Rice University 1970 — 1975
Bachelor of Civil Engineering, Structural Engineering
Louisville Healthcare Fellows
Self employed May 2012 - Present
UltraTrace Detection, LLC March 2007 - May 2012
Louisville Medical Center Development Corp. August 2005 - February 2007
University of Louisville September 2001 - January 2006
Mitsui U.S.A., Inc. March 1990 - December 1990
Kanaly Trust Company 1986 - 1990
Brown & Root 1975 - 1985
Skills
Start-ups, Small Business, Entrepreneurship, Management Consulting, Patent License..., Start-up Business Plans..., Finance, Strategy, Strategic Planning, Executive Management, Portfolio Management, Mergers & Acquisitions, Business Strategy, Due Diligence, Business Development, Business Planning, Venture Capital, Management, Leadership
Education
University of Louisville 1994 — 2001
Ph.D., Civil Engineering
Jones Graduate School of Business, Rice University 1983 — 1985
MBA, Finance and Entrepreneurship
Rice University 1975 — 1977
MCE, Civil Engineering - structural
Rice University 1970 — 1975
Bachelor of Civil Engineering, Structural Engineering
Louisville Healthcare Fellows
David Gilyot's Kanaly Trust Company Experience May 2001 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Kanaly Trust Company May 2001 - October 2008
Van Kampen Funds April 1999 - May 2001
Equivantage Inc. December 1996 - December 1998
Walt Disney World May 1994 - August 1994
Education
University of New Orleans 1988 — 1995
Bachelor of Science, Marketing
Kanaly Trust Company May 2001 - October 2008
Van Kampen Funds April 1999 - May 2001
Equivantage Inc. December 1996 - December 1998
Walt Disney World May 1994 - August 1994
Education
University of New Orleans 1988 — 1995
Bachelor of Science, Marketing
Julie Scheers, CFP®'s Kanaly Trust Company Experience June 2001 - August 2001
Job Senior Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. March 2009 - June 2015
Interactive Capital Management May 2007 - January 2009
Bedel Financial Consulting October 2003 - February 2007
Carter Financial Management May 2002 - August 2002
Law Offices of Robert W. Soard 1999 - 2002
Kanaly Trust Company June 2001 - August 2001
Interactive Capital Management May 2000 - August 2000
Godsey Insurance Agency June 1998 - August 1998
Education
Texas Tech University 1999 — 2003
B.S. in Personal Financial Planning
Crosby High School 1995 — 1999
Ronald Blue & Co. March 2009 - June 2015
Interactive Capital Management May 2007 - January 2009
Bedel Financial Consulting October 2003 - February 2007
Carter Financial Management May 2002 - August 2002
Law Offices of Robert W. Soard 1999 - 2002
Kanaly Trust Company June 2001 - August 2001
Interactive Capital Management May 2000 - August 2000
Godsey Insurance Agency June 1998 - August 1998
Education
Texas Tech University 1999 — 2003
B.S. in Personal Financial Planning
Crosby High School 1995 — 1999
Jason Danziger's Kanaly Trust Company Experience April 2006 - August 2010
Job Vice President
Industry Financial Services
Experience
Goldman Sachs August 2010 - Present
Kanaly Trust Company April 2006 - August 2010
UHY Advisors April 2005 - April 2006
Deloitte August 2003 - April 2005
Skills
Wealth Management, Series 7, Retirement Planning, Series 66, CPA, CFP, Financial Analysis, Finance, Accounting, Financial Advisory, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master's in Public Accounting, Taxation
Washington University in St. Louis - Olin Business School 1998 — 2002
Bachelor of Business Administration, Finance and Accounting
Goldman Sachs August 2010 - Present
Kanaly Trust Company April 2006 - August 2010
UHY Advisors April 2005 - April 2006
Deloitte August 2003 - April 2005
Skills
Wealth Management, Series 7, Retirement Planning, Series 66, CPA, CFP, Financial Analysis, Finance, Accounting, Financial Advisory, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2003
Master's in Public Accounting, Taxation
Washington University in St. Louis - Olin Business School 1998 — 2002
Bachelor of Business Administration, Finance and Accounting
Abbott Sprague's Kanaly Trust Company Experience InvestorBoulder Imports LLP2004 - 2008
Job S.V.P. at Kanaly Trust Company
Industry Financial Services
Experience
Kanaly Trust Company InvestorBoulder Imports LLP2004 - 2008
AIM Management Group Inc. February 1980 - September 2001
AIM Advisors, Inc 1985 - 2001
Education
Bowdoin College 1974 — 1978
AB, History/Archaeology
Kanaly Trust Company InvestorBoulder Imports LLP2004 - 2008
AIM Management Group Inc. February 1980 - September 2001
AIM Advisors, Inc 1985 - 2001
Education
Bowdoin College 1974 — 1978
AB, History/Archaeology
Judah Broussard's Kanaly Trust Company Experience 2006 - 2007
Job Finance Analyst at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes February 2007 - Present
Kanaly Trust Company 2006 - 2007
NASA (JSC) 2005 - 2006
US Army February 2001 - February 2005
Education
University of Houston-Clear Lake 2005 — 2007
MS, Finance
Louisiana State University 1994 — 1999
BA, International Relations
Baker Hughes February 2007 - Present
Kanaly Trust Company 2006 - 2007
NASA (JSC) 2005 - 2006
US Army February 2001 - February 2005
Education
University of Houston-Clear Lake 2005 — 2007
MS, Finance
Louisiana State University 1994 — 1999
BA, International Relations
Kamden Kanaly, CFP®'s Kanaly Trust Company Experience March 2012 - Present
Job Vice President & Relationship Manager at Kanaly Trust Company
Industry Investment Management
Experience
Kanaly Trust Company March 2012 - Present
Morgan Stanley Smith Barney October 2009 - March 2012
Amegy Bank July 2006 - September 2009
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Financial Analysis, Investment Advisory, Finance
Education
Texas Tech University 2003 — 2006
Bachelor of Science (B.S.), Personal Financial Planning
Kanaly Trust Company March 2012 - Present
Morgan Stanley Smith Barney October 2009 - March 2012
Amegy Bank July 2006 - September 2009
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Financial Analysis, Investment Advisory, Finance
Education
Texas Tech University 2003 — 2006
Bachelor of Science (B.S.), Personal Financial Planning
Kathleen S. Williamson, CPA/PFS's Kanaly Trust Company Experience July 1993 - September 1996
Job Kathleen S. Williamson, Senior Tax Consultant
Industry Accounting
Experience
Cummings & Houston, L.L.P. February 2013 - Present
Briggs & Veselka Co. October 2008 - June 2010
Margolis Phipps & Wright P.C. July 2007 - May 2008
Ferguson Camp Poll, PC 1999 - 2005
Kanaly Trust Company July 1993 - September 1996
Skills
SEC filings, Financial Reporting, Income Tax, Estate Tax Planning, Corporate Tax, Tax Research, Accounting, Partnership Taxation, Tax Preparation, Estate Law, Gift Tax, High Net Worth..., Personal Finance, Tax Accounting
Education
University of Houston 1977 — 1979
MS, Accounting, Overall 3.9; Accounting 4.0
Rice University 1969 — 1973
B.A., political sci/mathematical sci
Cummings & Houston, L.L.P. February 2013 - Present
Briggs & Veselka Co. October 2008 - June 2010
Margolis Phipps & Wright P.C. July 2007 - May 2008
Ferguson Camp Poll, PC 1999 - 2005
Kanaly Trust Company July 1993 - September 1996
Skills
SEC filings, Financial Reporting, Income Tax, Estate Tax Planning, Corporate Tax, Tax Research, Accounting, Partnership Taxation, Tax Preparation, Estate Law, Gift Tax, High Net Worth..., Personal Finance, Tax Accounting
Education
University of Houston 1977 — 1979
MS, Accounting, Overall 3.9; Accounting 4.0
Rice University 1969 — 1973
B.A., political sci/mathematical sci
Abbott Sprague's Kanaly Trust Company Experience November 2008 - November 2011
Job Managing Partner at CCM Opportunistic Advisors
Industry Financial Services
Experience
CCM Opportunistic Advisors December 2011 - Present
Kanaly Trust Company November 2008 - November 2011
AIM Managment Group Inc February 1980 - September 2001
AMVESCAP PLC 1997 - 2001
AIM Investments 1980 - 2001
Skills
Equities, Risk Management, Series 7, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Investments, Strategic Planning, Portfolio Management, Investment Strategies, Asset Management, Asset Managment, Management, Securities Regulation, Securities, Investment Advisory, Asset Allocation, Hedge Funds, Private Equity
Education
Bowdoin College 1973 — 1977
AB., History/Archeaology
Tabor Academy 73' 1969 — 1973
High School
CCM Opportunistic Advisors December 2011 - Present
Kanaly Trust Company November 2008 - November 2011
AIM Managment Group Inc February 1980 - September 2001
AMVESCAP PLC 1997 - 2001
AIM Investments 1980 - 2001
Skills
Equities, Risk Management, Series 7, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Investments, Strategic Planning, Portfolio Management, Investment Strategies, Asset Management, Asset Managment, Management, Securities Regulation, Securities, Investment Advisory, Asset Allocation, Hedge Funds, Private Equity
Education
Bowdoin College 1973 — 1977
AB., History/Archeaology
Tabor Academy 73' 1969 — 1973
High School
Areli Pastrana's Kanaly Trust Company Experience July 2007 - March 2010
Job Executive Assistant to the President at ASI Aviation, LLC.
Industry Airlines/Aviation
Experience
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
ASI Aviation, LLC. April 2014 - Present
Allegheny Financial Group March 2011 - August 2012
Federated Investors, Inc. October 2010 - March 2011
Kanaly Trust Company July 2007 - March 2010
Orion Real Estate Services, Inc. June 2002 - January 2007
Midway October 2001 - March 2002
Oxford Financial Group January 1999 - September 2001
Skills
Administrative..., Outlook, Heavy Calendaring, Microsoft Office, Event Planning, Mutual Funds, Investments, Calendaring, Microsoft Excel, PowerPoint, Adobe Acrobat, Managerial Finance, Expenses, Troubleshooting, Analysis, Teamwork, Concur, Series 7, Executive Support, Administrative..., Management
Education
University of Houston-Downtown 2005 — 2014
Bachelor's Degree, General Business with minor in Supply Chain Managment and Management
Phillip Hamman, CFA, CFP®'s Kanaly Trust Company Experience 2001 - 2009
Job Linscomb & Williams, EVP, Managing Director
Industry Financial Services
Experience
Linscomb & Williams January 2014 - Present
Linscomb & Williams April 2013 - January 2014
Tolleson Wealth Management May 2009 - April 2013
Kanaly Trust Company 2001 - 2009
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning
Education
Texas Tech University 1997 — 2001
BS Financial Planning, Financial Planning
Linscomb & Williams January 2014 - Present
Linscomb & Williams April 2013 - January 2014
Tolleson Wealth Management May 2009 - April 2013
Kanaly Trust Company 2001 - 2009
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning
Education
Texas Tech University 1997 — 2001
BS Financial Planning, Financial Planning
M Gilda Mendoza's Kanaly Trust Company Experience July 2004 - July 2008
Job Financial Accounting Manager at The Port of Houston Authority
Industry Accounting
Experience
The Port of Houston Authority April 2012 - Present
M G Mendoza, CPA July 2011 - Present
American Packing and Gasket July 2008 - July 2011
Kanaly Trust Company July 2004 - July 2008
Skills
Accounting, GAAP, Financial Accounting, Auditing, Financial Statements, QuickBooks, Bookkeeping, Tax, CPA, Payroll
Education
The University of Texas at San Antonio
BBA, Accounting
The Port of Houston Authority April 2012 - Present
M G Mendoza, CPA July 2011 - Present
American Packing and Gasket July 2008 - July 2011
Kanaly Trust Company July 2004 - July 2008
Skills
Accounting, GAAP, Financial Accounting, Auditing, Financial Statements, QuickBooks, Bookkeeping, Tax, CPA, Payroll
Education
The University of Texas at San Antonio
BBA, Accounting
Jeff Weigang's Kanaly Trust Company Experience 2000 - May 2005
Job Business Solutions Team Lead at ERGOS Technology Partners
Industry Information Technology and Services
Experience
ERGOS Technology Partners May 2005 - Present
Kanaly Trust Company 2000 - May 2005
Alief ISD 1995 - 2000
ATPE 1993 - 1995
Skills
.NET, C#, PHP, Wordpress, Microsoft SQL Server, SQL Report Writing, Crystal Reports, MySQL, Microsoft Office, Visual Studio, Share, ConnectWise, Axcient Backup Systems, Windows Server, Microsoft Office..., Windows Sharepoint..., SSRS, Search Engine Ranking, SEO, Online Marketing..., SharePoint, Project Management, Backup
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
ERGOS Technology Partners May 2005 - Present
Kanaly Trust Company 2000 - May 2005
Alief ISD 1995 - 2000
ATPE 1993 - 1995
Skills
.NET, C#, PHP, Wordpress, Microsoft SQL Server, SQL Report Writing, Crystal Reports, MySQL, Microsoft Office, Visual Studio, Share, ConnectWise, Axcient Backup Systems, Windows Server, Microsoft Office..., Windows Sharepoint..., SSRS, Search Engine Ranking, SEO, Online Marketing..., SharePoint, Project Management, Backup
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (B.B.A.), Management Information Systems, General