Overview

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. With a keen eye for detail and a commitment to efficiency, Stephanie streamlined processes and improved customer satisfaction during her tenure.

Outside of her professional responsibilities, Stephanie remains active within her college alumni and community networks, leveraging her leadership skills to contribute positively to local initiatives and fostering connections among peers. Her dedication to both her professional and personal communities underscores her commitment to excellence and making a meaningful impact.

Education

Texas Southern University, BA in General Studies (2014)

INSIGHTS

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…