Kanaly Trust, LTA
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Kanaly Trust, LTA Employees
Kanaly Trust, LTA June 2015 - July 2015
Lowe's Home Improvement March 2013 - October 2013
35th Forces Support Squadron June 2010 - July 2011
Skills
Customer Service, Personal Financial..., Critical Thinking, People Skills, Computer-savvy, Fast-paced, Close Attention to..., Always Punctual, Problem Analysis, Problem Solving, Adaptable & a quick..., Cross-cultural..., Attention to Detail, Time Management, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint
Education
Texas Tech University 2011 — 2015
Bachelor of Science (BS), Personal Financial Planning
Sequent Energy Management August 2015 - Present
Kanaly Trust, LTA June 2015 - July 2015
University of Houston May 2013 - May 2015
Skills
Event Planning, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Social Networking
Education
University of Houston 2012 — 2016
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management
University of Houston 2012 — 2016
Bachelor’s Degree, Finance, General
EF International Language Center Boston, MA 2011 — 2012
University Preparation Program
Sint-Eduardusinstituut, Belgium 2005 — 2011
High School, Economics and Mathematics
Kanaly Trust, LTA April 2013 - Present
Bernstein Global Wealth Management October 2003 - January 2013
Texex Energy Partners, L.P January 2001 - May 2003
CIBC Oppenheimer January 1999 - January 2001
Skills
Retirement Planning, Estate Planning, Asset Managment, Asset Allocation, Portfolio Management, Investments, Wealth Management, Financial Modeling, Private Equity, Valuation, Risk Management, Financial Analysis, Due Diligence, Corporate Finance, Series 7, Equities, Financial Advisory, Wealth Management..., Mutual Funds, Investment Management, Asset Management
Education
The University of Texas at Austin 1994 — 1999
BA, Economics
The Kinkaid School
Creative Planning Legal, P.A. September 2014 - Present
Kanaly Trust, LTA July 2013 - August 2014
Law Office of Donna Grotenberg, PLLC January 2011 - 2014
Medscape 2006 - 2013
Harris County Attorney's Office 2010 - 2010
Harris County Probate Court Two 2010 - 2010
Law Office of Marcia Pevey 2008 - 2010
University of Texas Medical Branch 2008 - 2008
Ortho-McNeil Pharmaceutical 2005 - 2006
Centocor 2004 - 2005
Skills
Estate Planning, Trusts, Probate, Community Outreach, Wills, Guardianship, Elder Law, Civil, Estate Administration, Legal Research, Legal Writing, Powers of Attorney, Research, Civil Litigation, Trials, Document Review, Westlaw, Legal Issues
Education
University of Houston Law Center 2007 — 2010
J.D., Law
Seton Hall University 2005 — 2007
MPA, Public Administration
University of Florida 2000 — 2004
BA & BA, English & Political Science
Kanaly Trust, LTA March 1988 - Present
Education
University of Houston
Bachelor of Business Administration, Finance
Kanaly Trust, LTA 1990 - Present
Skills
Customer Service
Education
Texas Tech University
Bachelor of Business Administration (BBA), Petroleum Land Management
Kanaly Trust, LTA June 2012 - January 2015
UBS Financial Services, Inc. August 2011 - June 2012
Graystone Consulting (a business of Morgan Stanley Smith Barney) May 2007 - August 2011
Davis Hamilton Jackson & Associates, L.P. April 2003 - May 2007
Smith Barney August 2000 - February 2003
Smith Barney - Consulting Group August 1998 - August 2000
Prudential Securities August 1996 - July 1998
Agricultural and Natural Resources Policy Internship Program August 1993 - December 1993
Skills
Wealth Management..., Investment Management, Asset Allocation, Financial Services, Investments, Wealth Management, Asset Management, Portfolio Management, Marketing, Strategic Financial..., Alternative Investments, High Net Worth..., Management, Project Management, Budgeting, Public Relations, Equities, Financial Analysis, Asset Managment, Financial Planning, Finance, Event Management, Event Planning
Education
Texas A&M University 1994 — 1996
M.S., Agricultural Economics
Texas A&M University 1989 — 1994
B.S., Agricultural Economics
Kingwood High School 1985 — 1989
Kanaly Trust, LTA March 2008 - Present
Davis Hamilton Jackson & Associates April 2007 - March 2008
Invesco January 2001 - January 2007
Skills
Mutual Funds
Education
University of Houston
Thurgood Marshall School of Law August 2013 - Present
James Law Firm, P.L.L.C. May 2015 - August 2015
Talisman Energy November 2011 - June 2013
Halliburton December 2009 - November 2011
Baker Hughes February 2007 - December 2009
Kanaly Trust, LTA May 2006 - February 2007
NASA - National Aeronautics and Space Administration May 2005 - May 2006
US Army February 2001 - February 2005
Skills
Contract Negotiation, Financial Analysis, Petroleum Economics, Trust Management, Intellectual Property, Supply Chain Management, SAP, Microsoft Excel, CPSM, Oil & Gas Industry, Leadership, Tax, Market Analysis, Legal Assistance, Finance, Negotiation, Legal Writing, Legal Research, Microsoft Word, Financial Planning, Project Management, Risk Management, Supply Chain, Research, Microsoft Office, Contract Management, Strategic Sourcing, Procurement
Education
Texas Southern University—Thurgood Marshall School of Law 2013 — 2016
Doctor of Law (J.D.), Law
University of Houston-Clear Lake 2005 — 2007
Master of Finance, Finance, General
Louisiana State University 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Pipe And Tube Supplies, Inc. October 2015 - Present
Friendswood High School August 2005 - June 2015
Kanaly Trust, LTA November 1996 - March 2013
Skills
Financial Reporting, Budgeting, ADP Payroll, Microsoft Excel, Microsoft Word, PowerPoint, Sage FAS Fixed Assets, General Ledger, Accounts Payable &..., Analytical Skills, Financial Statements, QuickBooks, Bank Reconciliation, Ceridian Payroll System, Paychex
Education
Campbell University 1993 — 1996
Bachelor of Business Administration (BBA), Accounting
Kanaly Trust, LTA April 2013 - Present
Energy Alloys LLC July 2011 - March 2013
GDF SUEZ June 2007 - June 2010
Adams Resources 2005 - 2007
Rimar, Inc. 2000 - 2005
Skills
Budgets, Internal Controls, Energy, CPA, Financial Accounting, Variance Analysis, Accounting, SAP, GAAP, General Ledger, Forecasting, Financial Reporting, Financial Analysis, JD Edwards, Microsoft Excel, Internal Audit, Sarbanes-Oxley Act, Auditing, Accounts Payable, Payroll
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
Masters of Science, Accountancy
Southern Methodist University - Cox School of Business 1992 — 1996
BBA, Finance
RBC Wealth Management September 1999 - Present
Smith Barney 1987 - 1999
Kanaly Trust, LTA 1981 - 1987
Education
University of Pennsylvania - The Wharton School 1990 — 1990
Certified Investment Management Analyst (CIMA®) Designation
College for Financial Planning 1985 — 1986
CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation
University of Tennessee-Knoxville 1978 — 1980
Master of Business Administration (MBA), Banking and Finance
University of Tennessee-Knoxville 1974 — 1978
Bachelor of Business Administration (B.B.A.)
Kanaly Trust, LTA May 2013 - Present
UHY Advisors November 2007 - May 2013
PricewaterhouseCoopers 2003 - 2008
Ernst & Young 1998 - 2002
Skills
HRIS, Onboarding, College Recruiting, Deferred Compensation, Employee Benefits, Succession Planning, Employee Relations, Talent Acquisition, Workforce Planning, Recruiting, Talent Management, Consulting, Organizational Design, Payroll, Mergers & Acquisitions, Accounting, Human Resources
Education
Texas A&M University - Mays Business School 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Bellaire High School
Bellaire High School
Texas A&M University
BS, Business Administration and Management, General
Kanaly Trust, LTA April 2014 - Present
Johnson Bender and Company March 2008 - October 2013
Fiserv Investments 1999 - 2003
Advantage Capital Corporation 1995 - 1999
Skills
Customer Service, New Business Development, Strategic Planning, Microsoft Office, Microsoft Excel, Sales
Education
Texas A&M University 1992 — 1995
Kanaly Trust, LTA 2007 - Present
Smith Barney
Skills
Equities
Education
Houston Baptist University 1982 — 1983
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 April 2015 - Present
Kanaly Trust, LTA August 2011 - April 2015
Cenatiempo & Ditta, L.L.P. March 2006 - August 2011
Skills
Litigation, Estate Planning, Trusts, Wealth Management, Estate Law, Estate Administration, Mediation, Courts, Securities, Wills, Tax, Wealth, Legal Writing, Corporate Law, Estate Tax Planning
Education
University of Houston Law Center 2002 — 2005
J.D.
University of Nebraska-Lincoln 1998 — 2002
B.A.
Kanaly Trust, LTA January 2015 - Present
Davis Hamilton Jackson & Associates December 2008 - January 2015
US Trust Bank of America December 2004 - December 2008
JP Morgan Private Bank 2001 - 2004
Skills
Asset Management, Wealth Management, Alternative Investments, Investment Management, Portfolio Management, Asset Allocation, Series 7, Fixed Income, Financial Modeling, Asset Managment, Investments, Finance, Hedge Funds, Investment Strategies, Mutual Funds
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / International Business
Kanaly Trust, LTA November 2014 - Present
Northwestern Mutual November 2013 - April 2014
Northwestern Mutual September 2012 - September 2013
Northwestern Mutual Financial Network February 2011 - September 2012
Northwestern Mutual June 2010 - February 2011
Carnival Music September 2009 - December 2009
WWKA/K92 FM August 2008 - July 2009
Country Music Association 2008 - 2009
K92FM January 2008 - May 2008
Warner Brothers Records 2008 - 2008
Skills
Management, Securities Regulation, Trade Operations, Trade Compliance, Social Networking, Marketing Strategy, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Promotions, Radio Promotions, Research, Public Relations, Market Research, Customer Service, 401k, IRAs, 529 Plans, Pensions, Life Insurance, Disability Insurance, Health Insurance
Education
University of Central Florida 2005 — 2009
Advertising and Public Relation, Marketing Minor