At Sentinel Trust, Stephanie serves as the Operations Manager, leading a team of professionals tasked with ensuring smooth banking operations for all Sentinel Trust clients. In her role, Stephanie oversees all banking operations including fiduciary cash management; account onboarding; custody, settlement, and transfer of securities; and management of account documents. In addition, Stephanie ensures implementation of internal controls and assists with the coordination of external audits and examinations.
Stephanie joined the firm in 2010. Prior to joining Sentinel Trust, she managed the operations of a storage facility.
Stephanie is active with her college alumni and community networks locally.
Independent Wealth Management Firm, Sentinel Trust Company, Announces the Promotion of Four Senior Officers
HOUSTON, January 16, 2024 — Sentinel Trust Company, LBA, an independent wealth management firm and multi-family office, today announced the promotions of Damon L. Drouet, MBA to Systems Director, Senior Vice President, Shareholder; Brandon D. Harsell, CPA to Director of Tax Planning, Senior Relationship Officer, Managing Director, Shareholder; Michael J. Hoffman, Sr., JD, Senior Relationship…