Overview
At Sentinel Trust, Lizette supports the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients.
Lizette joined Sentinel Trust in 2020 as a Client Service Associate with an educational background in business administration in marketing. Before joining the client service team at Sentinel, Lizette performed various general business functions for a marketing consulting firm.
Lizette is active with her university’s alumni networks locally.
Professional Experience:
- Senior Client Service Associate, Sentinel Trust Company, LBA, Houston, TX (2020 – 2023)
Responsibilities included assisting with the delivery of investment, planning, fiduciary, administration, and family office services to a select group of Sentinel Trust clients. - Office Administrator, Accesum Consulting, Houston, TX (2014 – 2018)
Responsibilities included planning product showcasing for trade shows in Central America, maintaining office and CEO’s expenses, and planning domestic and international travel for CEO. - Registered Sales Assistant, UBS International, Houston, TX (2001 -2008)
Responsibilities included opening and maintaining credit lines, trusts and investment accounts for non-resident alien clients, executing foreign exchange transactions, assisting brokers with trading activities, and researching information for new product ideas and investments.
Professional Organizations:
- Houston Estate & Financial Forum, Member