Sendero Wealth Management
Address: 250 W Nottingham Dr #300, San Antonio, TX 78209 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 805-0171: Place name: : Category: : : : Website: : Website: http://www.sendero.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
Sendero Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sendero Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sendero Wealth Management Employees
Sendero Wealth Management March 2012 - Present
Goldman, Sachs & Co. July 2006 - January 2012
Austin, Calvert & Flavin October 2002 - June 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
Washington and Lee University 1987 — 1991
BA, History
Sendero Wealth Management March 2012 - Present
The Trust Company October 2003 - March 2012
Barrow Hanley Mewhinney & Strauss May 2001 - August 2003
Education
Boston University 1990 — 1994
BA, Psychology
Saint Mary's Hall 1990 — 1990
Sendero Wealth Management May 2014 - Present
Alpha Warrior August 2011 - June 2014
Hill Country Bakery January 2012 - May 2014
Texas Tech University August 2009 - July 2010
Evensky & Katz May 2009 - August 2009
Chevron September 2007 - January 2008
Education
Texas Tech University
BBA, Marketing, Studies in Personal Finance
Summit ESP September 2015 - Present
Summit ESP March 2015 - September 2015
Halliburton April 2014 - February 2015
Inwood National Bank February 2013 - July 2013
Sendero Wealth Management June 2012 - August 2012
Texas A&M University January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Data Analysis, Social Media, Teamwork, Budgets, Finance, Leadership, Customer Service, Economics, Access, Spanish, Artificial Lift, Artificial Lift Design, Research, Financial Analysis, Public Speaking
Education
Texas A&M University 2008 — 2012
Bachelor of Science (B.Sc.), Agricultural Economics
Sendero Wealth Management March 2012 - Present
Austin, Calvert & Flavin, Inc. 2004 - 2012
U.S. Global Investors 1996 - 2004
Education
St. Mary's University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Florida Institute of Technology 1988 — 1992
Bachelor of Science (B.S.), Aviation Management/Flight Technology
LFNY
Sendero Wealth Management August 2013 - August 2014
Zaarly, Inc February 2012 - May 2012
Laborde & Associates, PC CPAs June 2011 - August 2011
Social Commerce Inc. June 2011 - August 2011
Education
The University of Texas at San Antonio 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Christian University 2009 — 2011
Sendero Wealth Management April 2013 - Present
Northern Trust December 2011 - April 2013
Stevenson Strategies, LLC August 2010 - December 2011
Belmont Wealth Management January 1996 - July 2010
Northern Trust September 1992 - December 1996
Vantage Companies May 1984 - August 1992
Mercantile National Bank January 1980 - May 1984
Education
Southern Methodist University - Cox School of Business 1978 — 1979
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 1972 — 1976
BBA, General Business and Finance
Matterhorn Capital Management, LLC April 2012 - Present
Sendero Wealth Management September 2008 - March 2012
Education
Georgia Southern University - College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
University of Connecticut Program's Office August 2012 - May 2015
Sendero Wealth Management December 2010 - August 2014
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork
Education
University of Connecticut 2010 — 2015
Bachelor of Science (B.S.), Civil Engineering
Incarnate Word High School 2006 — 2010
High School Diploma
American Airlines September 2015 - Present
American Airlines September 2014 - September 2015
American Airlines March 2014 - September 2014
American Airlines January 2013 - March 2014
Sendero Wealth Management April 2011 - August 2012
Trinity University Student Managed Fund August 2011 - May 2012
Education
Trinity University 2008 — 2012
Bachelor of Science, Business Administration; Finance
RSF Partners June 2015 - Present
Tudor, Pickering, Holt & Co. June 2014 - September 2014
Sendero Wealth Management June 2013 - September 2013
Skills
Microsoft Excel, Sports, Leadership, Time Management, Football, Sales, Financial Analysis, People Skills, Financial Modeling, Work Ethic, Microsoft Word, Financial Services
Education
Southern Methodist University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Alternative Assets
Auburn University 2011 — 2012
Auburn University
Southern Methodist University
Sendero Wealth Management April 2013 - Present
Jefferson Bank April 2011 - April 2013
Town North Bank June 2008 - February 2011
Education
Texas A&M University 2004 — 2008
BBA, Finance
Sendero Wealth Management December 1999 - Present
Education
Texas A&M University 1985 — 1990
Petty Family Interests September 2015 - Present
Sendero Wealth Management October 2008 - August 2015
JMJ Associates February 2007 - August 2008
Christian Brothers Automotive Corporation June 2005 - December 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Executive MBA
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, Finance & Accounting
Amarillo High 1997 — 2001
Rackspace, the Open Cloud Company September 2013 - Present
Barnes & Noble College December 2009 - May 2014
Deloitte January 2014 - March 2014
Trinity University January 2010 - December 2013
Vaquero Global Investment May 2013 - August 2013
Trinity University Student Managed Fund August 2012 - May 2013
Sendero Wealth Management August 2012 - December 2012
Skills
Excel, Microsoft Office, Word, Customer Relations, Budgeting, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, Management, Investments, Forecasting, Economics
Education
Trinity University 2014 — 2015
Master's Degree, Accounting
Trinity University 2009 — 2014
Bachelor, Accounting, Finance and Economics
Colegio Menor San Francisco de Quito 1994 — 2009
The Dinerstein Companies August 2014 - Present
Cathexis Capital August 2013 - August 2014
Stout Risius Ross March 2013 - August 2013
Amegy Bank December 2012 - March 2013
Amegy Bank June 2011 - December 2012
Sendero Wealth Management May 2010 - May 2011
Skills
Investment Banking, Investment Advisory, Investment Strategies, Investment Properties, Alternative Investments, Equity Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Commercial Banking, Corporate Finance, Commercial Real Estate, Commercial Lending, Capital Markets, Financial Structuring, Capital Raising, Real Estate Development, Real Estate Economics, Corporate Real Estate, Real Estate
Education
Trinity University 2007 — 2011
BS in Business Administration w/concentrations in Finance & Accounting & BA in Economics
Tesoro Corporation May 2015 - Present
Sendero Wealth Management February 2015 - May 2015
Skills
Accounting, Bank Reconciliation, Financial Analysis, Auditing, Budgets, Leadership, Financial Accounting, Analysis, Project Management, SAP
Education
The University of Texas at San Antonio 2013 — 2015
Accounting
Texas Tech University 2011 — 2013
Mechanical Engineering