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

Education

University of Houston, BBA (2022)

IN THE COMMUNITY

Community Involvement:

  • Texas A&M Association of Former Students, Class Agent
  • Texas A&M 12th Man Foundation, Member