Overview
At Sentinel Trust, Marisol supports the delivery of investment, planning, fiduciary, administrative, and family office services for a select group of clients. Marisol also leads a team of client service associates.
Marisol joined Sentinel Trust in 2017. Prior to joining the client service team at Sentinel, Marisol performed a variety of general business functions for a medical practice, primarily in the areas of accounts payable and reconciliation.
Professional Background:
- Senior Client Service Associate; Client Service Associate Manager, Sentinel Trust Company, LBA, Houston, TX (2017–2022)
Responsibilities included assisting with the delivery of investment, planning, fiduciary, administration, and family office services to a select group of Sentinel Trust clients. - Administrative Assistant, Neurosurgical Group of Texas, LLP, Houston, TX (2015–2017)
Responsibilities included accounts payable, vendor communication, reconciliation, inventory maintenance, and new employee onboarding
Professional Organizations:
- Houston Estate & Financial Forum, Member