Overview

At Sentinel Trust, Laura supports the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients.

Laura joined Sentinel Trust in 2019 as a Client Service Associate with an educational background in finance and professional experience in project management. Prior to joining the Client Service team at Sentinel, Laura managed project and client deliverables across a variety of industries including education, healthcare, and finance.

A native of Houston, Laura is active with her college alumni networks serving the community locally.

Professional Background:

  • Senior Client Service Associate, Sentinel Trust Company, LBA, Houston, TX (May 2019 – January 2022)
    Responsibilities included assisting with the delivery of investment, planning, fiduciary, administrative, and family office services to a select group of Sentinel Trust clients.
  • Enrollment Coordinator, Rice University, Houston, TX (2017- 2019)
    Responsibilities included discussing programs with prospective English as a Second Language students to determine the best course for their goals, assisting ESL program applicants through the U.S. student visa application process and its requirements; and coordinating and managing testing, class schedules, payment processing, and refunds.
  • Project Manager, ReliantHeart, Inc., Houston, TX (2014 – 2017)
    Responsibilities included organizing and managing an international team of engineers through the design, testing, and documentation process of creating a VAD system; developing and implementing an electronic document history record system and interface for managing training and recording testing and construction data for easy analysis and recall during FDA and CE audits.
  • Associate, Core Capital, Inc., Houston, TX (2013 – 2014)
    Responsibilities included coordinating communications with clients, creating and implementing a documentation retention program, and handling day-to-day operations.

Professional Organizations:

  • Houston Estate & Financial Forum, Member

Education

Rice University, Certified Financial Planner™ Certification Education Program (2016)

Southern Methodist University, BBA in Finance (2011)

Southern Methodist University, BA in Spanish (2011)

IN THE COMMUNITY

Community Involvement:

  • The Junior League of Houston, Member
  • Kappa Alpha Theta, Member