Overview

Christi serves as a manager for our Alternative Assets team, which includes CPAs and other accounting professionals. In this role, she is responsible for performing accounting functions including preparing monthly and annual financial statements, updating valuations, liaising with outside investment managers, bookkeeping, and assisting auditors for Sentinel Trust’s over 45 pooled investment vehicles and client investment entities. These entities include family limited partnerships, complex LLCs, and sophisticated investment partnerships.

Prior to joining Sentinel Trust in 2013, she was an audit professional with two regional public accounting firms.

Christi is active with her university’s alumni and community networks locally.

Professional Background:

  • Audit Senior, Whitley Penn, Houston, TX (2012-2013) – Responsibilities included planning the audit process, research, reviewing current processes and providing recommendations to enhance company procedures as well as providing supervision to junior level audit staff.
  • Auditor, Null-Larson P.C., Houston, TX (2011-2012) – Responsibilities included ensuring compliance with established internal controls by examining records, reports, operating practices, and documentation from multiple clients.

Professional Organizations:

  • American Institute of Certified Public Accountants, Member
  • Texas Society of Certified Public Accountants, Member

Education

University of Houston – Downtown, BBA in Accounting and Accounting Information Systems (2011)

Certifications

Certified Public Accountant (2018)