Sentinel Trust Company
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19 Sentinel Trust Company employees in database. Find out everything there's to know about Sentinel Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sentinel Trust Company Employees
NRG Energy November 2014 - Present
Sentinel Trust Company January 2014 - October 2014
LINN Energy, LLC July 2012 - January 2014
American Heart Association American Stroke Association January 2013 - May 2013
Prairie View A&M University 2011 - 2011
Skills
Newspapers, Fundraising, Public Speaking, Newsletters, Outlook, Grant Writing, Customer Service, Administrative..., Data Entry, Volunteer Management, Time Management, Strategic Communications, Leadership, Training, Internal Communications, Marketing Communications, Copy Editing, Marketing, Corporate Communications, Interviews, Program Management
Education
Prairie View A&M University
Master of Business Administration (M.B.A.), Business Administration and Management, General, Attending
Prairie View A&M University 2009 — 2012
Bachelor's degree, Communications
Prairie View A&M University 2009 — 2012
Bachelor's degree in Communications, Communications/Marketing
Sentinel Trust Company, LBA April 2015 - Present
Sentinel Trust Company May 2014 - April 2015
Smith & Zahn, CPAs January 2014 - May 2014
Carolyn Allen, CPA October 2010 - August 2013
Maddox, Thomson, & Associates, P.C. August 2009 - October 2010
Weinstein Spira & Company January 2007 - August 2009
Skills
Accounting, CPA, Tax Preparation, Tax, GAAP, Tax Research, US GAAP, Corporate Tax, Income Tax, General Ledger, Financial Reporting, Payroll, Tax Accounting, Bookkeeping, Tax Advisory, Financial Analysis, Financial Accounting, Family Office, Certified Financial...
Education
Rice University 2012 — 2013
Certified Financial Planner Graduate Certificate Program
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accountancy
Sentinel Trust Company May 2012 - Present
Whitley Penn May 2012 - May 2012
Null-Lairson P.C September 2009 - May 2012
PricewaterhouseCoopers September 2007 - September 2009
Skills
Teamwork, Compliance, Big 4, Employee Benefit Plan..., GAAP, Accounting Research, Accounting, Financial Reporting, CPA, External Audit, Financial Accounting, Auditing, Internal Controls, US GAAP, QuickBooks, Investment Management, Staff Supervision, Internal Audit, Financial Statements
Education
Texas A&M University - Mays Business School 2002 — 2007
Masters, Accounting, Finance
Edgbaston Investment Partners September 2008 - Present
Sentinel Trust Company January 2001 - August 2008
Skills
Financial Modeling, Due Diligence, Investments, Equities, Hedge Funds
Education
CFA Institute
Chartered Financial Analyst (CFA) Designation, awarded in 2004
Rice University
Bachelor of Arts, Statistics, Computational and Applied Mathematics, English, & Managerial Studies
Andersen Tax October 2011 - Present
Sentinel Trust Company September 2011 - Present
Sentinel Trust Company September 2002 - August 2011
Arthur Andersen September 1983 - August 2002
Skills
Family Wealth Planning, Family Business..., Estate Tax Planning, High Net Worth..., Wealth Management..., Estate Planning, Financial Advisory, Trusts, Wealth, Management, Succession Planning, Private Equity, Finance, Wealth Management, Strategic Financial..., Alternative Investments, Mergers & Acquisitions, Investment Management, Securities, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 1976 — 1976
Master of Professional Accounting, Taxation
The University of Texas at Austin 1972 — 1975
Bachelor of Business Administration (B.B.A.), Accounting
Paul Comstock Partners May 2015 - Present
Sentinel Trust Company 2004 - April 2015
Vaughan Nelson Investment Managment 1998 - 2004
Securities Management & Research 1993 - 1998
Skills
Investments, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Finance, Asset Management, High Net Worth..., Investment Management, Wealth, Due Diligence, Hedge Funds, Securities
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance/Investment Management
Miami University 1981 — 1985
BS, Accounting/Finance
Sentinel Trust Company April 2010 - Present
Goldman Sachs June 2008 - March 2010
Howard Frazier Barker Elliott, Inc. May 2007 - August 2007
Education
Texas A&M University - Mays Business School 2004 — 2008
Bachelor, Finance
Houston Trust Company July 2015 - Present
Sentinel Trust Company November 2009 - June 2015
PNC Wealth Management November 2004 - October 2009
PNC November 2002 - November 2004
PNC Wealth Management November 2000 - November 2002
PNC May 1996 - November 2000
Skills
High Net Worth..., Wealth Management, Retail Banking, Consumer Lending, Trust Management, Private Foundations, Financial Analysis, Financial Services, Banking, Customer Service, Finance, Relationship Management, Financial Planning, Management, Alternative Investments, Credit Analysis, Equities, Contract Negotiation
Education
Towson University 1995 — 2001
Business Administration
Cadwalader, Wickersham & Taft LLP May 2015 - Present
Goldman Sachs Family Office June 2014 - April 2015
Sentinel Trust Company March 2012 - August 2013
IMG June 2010 - August 2010
Houston Astros August 2009 - January 2010
Fox Sports Net May 2009 - August 2009
Skills
Sports Marketing, Media Relations, Spanish, Advertising, Marketing, Editing, Strategy
Education
The University of Texas at Austin 2007 — 2011
Bachelor's, Sport Management, Business, Spanish
Transocean 2015 - Present
Ensco plc May 2013 - February 2015
Sentinel Trust Company November 2007 - May 2013
HoustonWorks USA April 2007 - November 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Accounting, QuickBooks, Internal Audit, PeopleSoft
Education
Texas Southern University
Bachelor of Business Administration (BBA), Accounting
Sentinel Trust Company June 2007 - Present
Cristo Rey Jesuit College Preparatory of Houston September 2008 - May 2015
West Point Society of Houston January 2011 - December 2014
Best Buddies January 2004 - December 2013
West Point Society of North Texas June 2006 - July 2008
A Private Bank & Investment Group June 2001 - June 2007
Lead21 (formerly NCLC) 2002 - 2006
West Point Society of the Silicon Valley January 2002 - January 2004
Pragmatech Software 1998 - 2001
US Army / Corps of Engineers June 1991 - December 1997
Skills
Alternative Investments, Entities, Investments, Private Equity, Venture Capital, Mergers, Asset Managment, Financial Modeling, Due Diligence, Start-ups, Financial Analysis, Hedge Funds, Valuation, Investment Advisory, Investment Management, Angel Investing, Strategic Planning, Wealth Management, Corporate Development, Corporate Finance, Leadership, Strategy, Asset Management, Securities, Mergers, Family Office
Education
United States Military Academy at West Point 1987 — 1991
Business, Business, Systems Engineering
West Point Prepatory School, Ft Monmouth, NJ 1986 — 1987
Business
Sentinel Trust Company 1997 - Present
Skills
Investments, Asset Managment, Entrepreneurship, Financial Modeling, Private Equity, Strategy, Asset Management, Investment Management, Business Development, Alternative Investments, Strategic Planning, Leadership, Due Diligence, Valuation, Product Management, Financial Analysis, Corporate Finance, Venture Capital, Mergers & Acquisitions, Process Improvement, Corporate Development, Start-ups, Wealth Management, Business Strategy, Trust Services
Education
Massachusetts Institute of Technology 1983 — 1985
SMME, Mechanical Engineering
Georgia Institute of Technology 1979 — 1983
BSME, Mechanical Engineering
AMIkids December 2007 - Present
Sentinel Trust Company 1998 - 2013
West Florida ISACA 2009 - 2011
AEGON July 2004 - October 2007
AEGON USA 2004 - 2007
Wells Fargo June 1996 - June 2004
Frost Bank 1977 - 1996
Skills
CPA, CISA, CIA, Internal Audit, Risk Assessment, Compliance, Internal Controls, Auditing, IT Audit, Enterprise Risk..., Information Security, Operational Risk..., Risk Management, Sarbanes-Oxley, Governance, Sarbanes-Oxley Act, Fraud, Financial Risk, Corporate Governance, Operational Risk, Leadership, Management, Financial Analysis, Nonprofits, Accounting
Education
Dowling College 1970 — 1974
Bachelor of Business Administration, Accounting
J.P. Morgan August 2014 - Present
Castleton Commodities International April 2013 - July 2014
Morgan Stanley August 2011 - March 2013
Sentinel Trust Company April 2008 - August 2011
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Private Equity, Venture Capital, Emerging Markets, Equities, Bloomberg, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investment Banking, Asset Management, Investments
Education
Rice University 2004 — 2007
Bachelor of Arts, Mathematics
Sentinel Trust Company May 2013 - Present
Threshold Group March 2008 - May 2013
Albina Community Bank August 1998 - February 2008
Scarborough, McNeese, O'Brien & Kilkenny, P.C. - Portland, OR September 1996 - August 1998
Skills
Portfolio Management, Strategic Financial..., Banking, Budgets, Cash Management, Due Diligence, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Internal Controls, Management, Accounting, Auditing, Estate Planning, Financial Planning, Forecasting, Insurance, Investments, Risk Management, Tax
Education
Portland State University - School of Business 2007 — 2009
Post Bac, Accounting
Oregon Bankers Association (OBA) Bank Operations School 2001 — 2001
Banking and Financial Support Services
Cornell College 1991 — 1995
BA, Anthropology & Sociology
Oakton High School
Sweet Briar College June 2015 - Present
Saving Sweet Briar March 2015 - Present
The Fruehauf Foundation 1998 - Present
Sentinel Trust Company October 1997 - Present
Sentinel Trust Company January 2008 - December 2011
500 Court Square 2006 - 2011
Children's Museum of Richmond 1997 - 2000
Skills
Management, Strategic Planning, Fundraising, Start-ups, Social Media, Entrepreneurship, Photojournalism, Event Planning, Networking, Digital Photography, Commercial Photography, Marketing, Public Speaking, Leadership, Nonprofits, Project Management, Public Relations, Venture Philanthropy, Venture Capital, Investments, Social Networking, Mergers, Mergers & Acquisitions, Board Governance, City Management, Non-profit Board..., Copy Editing, Editing, Research, Philanthropy, Local Economic..., Creativity, Online Research, Community Outreach, Event Management, Social Media Marketing, Team Building, Leadership Development, Volunteer Management, Marketing Strategy, Program Development, Animal Husbandry
Education
Sweet Briar College 1976 — 1980
BA, Political Economy
University Liggett School 1972 — 1976
Macquarie Group November 2014 - Present
Macquarie Group December 2013 - November 2014
Sentinel Trust Company February 2013 - October 2013
U.T. System - Technology Commercialization - Horizon Fund March 2012 - February 2013
Prestige Economics August 2011 - December 2011
Charles Schwab August 2007 - April 2011
Assent LLC January 2006 - August 2007
KPMG June 2004 - August 2004
KPMG June 2003 - August 2003
KPMG June 2002 - August 2002
Skills
FINRA Series 7, FINRA Series 63, Financial Analysis, Technical Analysis, Customer Service, Options Strategies, Investment Strategies, Stock Trading, Economics, Excel, PowerPoint, Corporate Finance, Series 63, Series 7, Securities, Fixed Income Analysis, New Business Development, Venture Capital, Private Equity, Market Research, Equity Research, Equity Capital Markets, Fixed Income Portfolio..., Derivatives, Alternative Investments, Ethics, Financial Modeling, Bloomberg Terminal, ThomsonOne, Microsoft Excel, Knowledge Lake, Advent, Axys, Financial Statement...
Education
American School of Kuwait
St. Edward's University; University of Texas at Austin
St. Edward's University 2010 — 2012
MBA, Corporate Finance, 3.70
The University of Texas at Austin 2000 — 2005
Bachelor of Arts, Economics
The University of Texas at Austin 2000 — 2005
Business Foundation Program Certificate - McCombs School of Business