Kanaly Trust, LTA

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Kanaly Trust, LTA Employees

Employee
Years
Job
Industry
Isaac Rodd Isaac Rodd Lubbock, Texas Details
Isaac Rodd's Kanaly Trust, LTA Experience June 2015 - July 2015
Job Student of Personal Financial Planning
Industry Financial Services
Experience
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

Elliott Keymolen Elliott Keymolen Houston, Texas Area Details
Elliott Keymolen's Kanaly Trust, LTA Experience June 2015 - July 2015
Job Scheduling Intern at Sequent Energy Management
Industry Oil & Energy
Experience
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

Chris Graf Chris Graf Houston, Texas Area Details
Chris Graf's Kanaly Trust, LTA Experience April 2013 - Present
Job Vice President at Kanaly Trust, LTA
Industry Financial Services
Experience
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

Donna Grotenberg Donna Grotenberg Tampa/St. Petersburg, Florida Area Details
Donna Grotenberg's Kanaly Trust, LTA Experience July 2013 - August 2014
Job Attorney at Creative Planning Legal, P.A.
Industry Law Practice
Experience
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

Peter Ip, CFP®, CTFA Peter Ip, CFP®, CTFA Houston, Texas Details
Peter Ip, CFP®, CTFA's Kanaly Trust, LTA Experience March 1988 - Present
Job Senior Vice President & Relationship Manager at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA   March 1988 - Present

Education
University of Houston
Bachelor of Business Administration, Finance

Greg Alger Greg Alger Houston, Texas Area Details
Greg Alger's Kanaly Trust, LTA Experience 1990 - Present
Job Senior Vice President & Special Assets Manager at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA   1990 - Present

Skills
Customer Service

Education
Texas Tech University
Bachelor of Business Administration (BBA), Petroleum Land Management

Karen Sotallaro Karen Sotallaro Houston, Texas Details
Karen Sotallaro's Kanaly Trust, LTA Experience June 2012 - January 2015
Job Marketing & Financial Services Professional
Industry Financial Services
Experience
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

Troy Saldivar, CFA, CIMA® Troy Saldivar, CFA, CIMA® Houston, Texas Area Details
Troy Saldivar, CFA, CIMA®'s Kanaly Trust, LTA Experience March 2008 - Present
Job Senior Vice President, Senior Portfolio Manager at Kanaly Trust, LTA
Industry Investment Management
Experience
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

Judah Broussard, MS, EA, CPSM Judah Broussard, MS, EA, CPSM Houston, Texas Area Details
Judah Broussard, MS, EA, CPSM's Kanaly Trust, LTA Experience May 2006 - February 2007
Job Law Clerk at James Law Firm, P.L.L.C.
Industry Oil & Energy
Experience
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

Kimberly Barksdale Kimberly Barksdale Houston, Texas Area Details
Kimberly Barksdale's Kanaly Trust, LTA Experience November 1996 - March 2013
Job Accounting Manager
Industry Accounting
Experience
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

Richard Kaim, CPA Richard Kaim, CPA Houston, Texas Area Details
Richard Kaim, CPA's Kanaly Trust, LTA Experience April 2013 - Present
Job Accounting Manager at Kanaly Trust
Industry Oil & Energy
Experience
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

Randy R. Price, CFP®, CIMA®, CIMC® Randy R. Price, CFP®, CIMA®, CIMC® Houston, Texas Details
Randy R. Price, CFP®, CIMA®, CIMC®'s Kanaly Trust, LTA Experience 1981 - 1987
Job Managing Director Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
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.)

Julie Strauss, PHR, SHRM-CP Julie Strauss, PHR, SHRM-CP Houston, Texas Area Details
Julie Strauss, PHR, SHRM-CP's Kanaly Trust, LTA Experience May 2013 - Present
Job Director of Human Resources at Kanaly Trust, LTA
Industry Financial Services
Experience
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

Tomiko Arthur Tomiko Arthur Houston, Texas Area Details
Tomiko Arthur's Kanaly Trust, LTA Experience April 2014 - Present
Job CSA at Kanaly Trust, LTA
Industry Financial Services
Experience
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

Will Neff Will Neff Houston, Texas Area Details
Will Neff's Kanaly Trust, LTA Experience 2007 - Present
Job Office Services Professional at Kanaly Trust, LTA
Industry Investment Banking
Experience
Kanaly Trust, LTA   2007 - Present
Smith Barney 

Skills
Equities

Education
Houston Baptist University   1982 — 1983

John Hofstra, CFP® John Hofstra, CFP® Houston, Texas Details
John Hofstra, CFP®'s Kanaly Trust, LTA Experience September 2015 - Present
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

Caroline S. Marciano Caroline S. Marciano Houston, Texas Area Details
Caroline S. Marciano's Kanaly Trust, LTA Experience April 2015 - Present
Job Vice President at Kanaly Trust, LTA
Industry Financial Services
Experience
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.

Matthew Wells, CFA Matthew Wells, CFA Houston, Texas Area Details
Matthew Wells, CFA's Kanaly Trust, LTA Experience January 2015 - Present
Job Vice President, Portfolio Manager at Kanaly Trust, LTA
Industry Financial Services
Experience
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

Emily Ashton Emily Ashton Houston, Texas Area Details
Emily Ashton's Kanaly Trust, LTA Experience November 2014 - Present
Job Client Service Associate at Kanaly Trust, LTA
Industry Financial Services
Experience
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