Katherine Rose, Cfa, Ctfa

Katherine Rose, Cfa, Ctfa Email and Phone Number

Managing Director at Sentinel Trust Company, LBA @ Sentinel Trust Company, LBA
Katherine Rose, Cfa, Ctfa's Location
Houston, Texas, United States, United States
Katherine Rose, Cfa, Ctfa's Contact Details

Katherine Rose, Cfa, Ctfa personal email

n/a

Katherine Rose, Cfa, Ctfa phone numbers

About Katherine Rose, Cfa, Ctfa

Katherine Rose, Cfa, Ctfa is a Managing Director at Sentinel Trust Company, LBA at Sentinel Trust Company, LBA. She possess expertise in financial modeling, strategic planning, financial analysis, management consulting, business strategy and 14 more skills.

Katherine Rose, Cfa, Ctfa's Current Company Details
Sentinel Trust Company, LBA

Sentinel Trust Company, Lba

View
Managing Director at Sentinel Trust Company, LBA
Katherine Rose, Cfa, Ctfa Work Experience Details
  • Sentinel Trust Company, Lba
    Managing Director
    Sentinel Trust Company, Lba Jan 2023 - Present
    Houston, Texas, Us
    View
  • Sentinel Trust Company, Lba
    Senior Vice President And Senior Investment Officer
    Sentinel Trust Company, Lba May 2022 - Dec 2022
    Houston, Texas, Us
    View
  • Sentinel Trust Company, Lba
    Senior Investment Officer, Vice President
    Sentinel Trust Company, Lba Jul 2020 - May 2022
    Houston, Texas, Us
    View
  • Sentinel Trust Company, Lba
    Vice President
    Sentinel Trust Company, Lba May 2019 - Jul 2020
    Houston, Texas, Us
    Katherine is Senior Vice President and Senior Investment Officer at Sentinel Trust Company, LBA, a family-owned, $5.5 billion, multi-family office that focuses on the unique needs of affluent families and their closely-held companies and foundations. Sentinel Trust manages investments, serves as a corporate trustee, evaluates tax and estate strategy, and supports clients' everyday activities with a personal touch.
    View
  • Friendship Smile
    Founder And President
    Friendship Smile Nov 2018 - Present
    Friendship Smile is a Houston based charity dedicated to fostering positive environments and opportunities for the social development of children born with cleft lip and palate.
    View
  • Autumn Lane Advisors
    Vice President
    Autumn Lane Advisors Jan 2016 - Apr 2019
    Houston, Texas, Us
    Autumn Lane Advisors (ALA) is multi-family investment office offering investment consulting and private partnership opportunities.www.autumnlanellc.com
    View
  • Riveron Consulting
    Business Development
    Riveron Consulting Sep 2014 - Dec 2015
    Dallas, Tx, Us
    Riveron is a boutique financial consulting firm serving middle-market private equity funds, mezzanine and senior lenders, family offices, and public and private companies. Our mission is to help clients maximize the value of both strategic and financial transactions throughout the business transaction life cycle—from acquisition through integration, operations, and divestiture.
    View
  • Goldman Sachs
    Private Wealth Manager
    Goldman Sachs Jul 2012 - Jul 2014
    New York, New York, Us
    Member of a seven-person team that managed money for a select group of wealthy families, individuals and institutions (foundations and endowments). Conducted risk management, strategic planning and wealth preservation analysis.
    View
  • The University Of Texas At Austin
    Mba Student At The Mccombs School Of Business
    The University Of Texas At Austin May 2010 - May 2012
    Austin, Tx, Us
    View
  • Mba Investment Fund, Llc
    Risk Manager
    Mba Investment Fund, Llc Nov 2010 - Mar 2012
    One of fifteen students selected through a formal application and interview process to actively manage both a large cap growth and a large cap value portfolio. Appointed by advisors to serve as the Portfolio Manager for the Consumer Sector; responsible for determining investment and risk management strategies
  • Gerson Lehrman Group
    Energy And Industrials Research Manager
    Gerson Lehrman Group Jun 2007 - May 2010
    New York, Ny, Us
    Research Energy and IndustrialsExecuted energy research requests for approximately 200 financial analysts. Nominated for the Research Excellence Award by regional Vice President. Chaired a team of six individuals responsible for creating a framework for organizing experts according to global distribution channels. Created the financial statements curriculum for the Associate Professional Development Program
    View

Katherine Rose, Cfa, Ctfa Skills

Financial Modeling Strategic Planning Financial Analysis Management Consulting Business Strategy Management Portfolio Management Data Analysis Project Management Marketing Strategy Investments Analysis Risk Management Market Research Competitive Analysis Research Public Speaking Asset Management Private Equity

Katherine Rose, Cfa, Ctfa Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    International Business
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Finance

Frequently Asked Questions about Katherine Rose, Cfa, Ctfa

What company does Katherine Rose, Cfa, Ctfa work for?

Katherine Rose, Cfa, Ctfa works for Sentinel Trust Company, Lba

What is Katherine Rose, Cfa, Ctfa's role at the current company?

Katherine Rose, Cfa, Ctfa's current role is Managing Director at Sentinel Trust Company, LBA.

What is Katherine Rose, Cfa, Ctfa's email address?

Katherine Rose, Cfa, Ctfa's email address is kr****@****ust.com

What is Katherine Rose, Cfa, Ctfa's direct phone number?

Katherine Rose, Cfa, Ctfa's direct phone number is +121489*****

What schools did Katherine Rose, Cfa, Ctfa attend?

Katherine Rose, Cfa, Ctfa attended The University Of Texas At Austin, The University Of Texas At Austin.

What skills is Katherine Rose, Cfa, Ctfa known for?

Katherine Rose, Cfa, Ctfa has skills like Financial Modeling, Strategic Planning, Financial Analysis, Management Consulting, Business Strategy, Management, Portfolio Management, Data Analysis, Project Management, Marketing Strategy, Investments, Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.