At Sentinel Trust, Catrina supports the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients. Before joining the Client Services team at Sentinel Trust in 2022, Catrina spent over a decade working at financial institutions in positions including Vice President Fiduciary Services, Investment and Fiduciary Services Associate, Investment Assistant, Office Manager, and Executive Assistant. In her most recent role prior to joining Sentinel Trust, she served as the primary contact for high-net-worth individuals and families, while working with an internal cross-functional team to deliver advisory-based services while growing and retaining the wealth management relationships.

Professional Background:

  • Vice President Fiduciary Specialist, Wells Fargo, Houston, TX (2020–2022)
    Responsibilities included serving as primary contact for Investment and Fiduciary Services with a focus on high-net-worth families; delivering advisory-based services to clients in collaboration with Senior Fiduciary Advisory Specialist, internal partners, and Centers of Influence; growing and retaining Wealth Management relationships by integrating fiduciary, investment, and wealth planning knowledge as well as client acquisition skills; and providing support, administration and risk management on client accounts to create, expand, and service Wealth Management Relationships
  • Investment & Fiduciary Services Associate, Wells Fargo (Private Bank), Houston, TX (2019–2020)
    Responsibilities included providing service in alignment with needs of clients to support sales/marketing efforts and relationship management; supporting Investment Strategist and Fiduciary Specialist in development and delivery of advice, client acquisition, and relationship management; supporting team with applied knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification, and assists in portfolio and trust deconstructions; and coordinating with Service Management for fulfillment of IFS transactions
  • Investment Assistant, JP Morgan Chase (Private Bank), Houston, TX (2014–2019)
    Responsibilities included providing support to senior executive level investment profession including management of calendars, expenses, and travel arrangements; supporting investment advisors with collection of financial history and source of wealth information for due diligence processes; coordinating with cross-functional internal teams to ensure all client needs were being met; acting as key contact for investors; and working with clients, bankers, and investors on improving day-to-day work initiatives
  • Executive Assistant-Office Manager, Bank of America Merrill Lynch, Houston, TX, (2010–2014)
    Responsibilities included providing all administrative support for the senior executive level on the large capital oil, utilities and oil services research team; reviewing financial models for accuracy and submitting them for publication; coordinating bi-monthly marketing meetings with domestic and international client target accounts; acting as direct liaison between the Houston satellite and New York office for communicating budgeting goals, cost savings planning, and daily office operations; and conducting regular follow-ups with senior research analysts to determine effectiveness of data collection, research organization, and target marketing meetings


University of California, Berkeley (online) CERTIFIED FINANCIAL PLANNER™ Education Program (2021)

John Jay College, MA (2007)

State University of New York at Albany, BA in Criminal Justice & History, cum laude (2003)