Anne-Lise Wiegand
Chief Financial Officer, Managing Director, Shareholder
Anne-Lise Wiegand is a skilled professional, who works in Sentinel Trust Company, Lba main office of which is in 1314. on the position of Chief Financial Officer, Managing Director, Shareholder since 2020. This expert has earned professional experience in more than four positions at various companies. Anne-Lise Wiegand went to the Portland State University and got education there from 2007 to 2009. This person has such qualifications as Certified Public Accountant. Houston, Texas is the area, where this expert was known to be located. Their phone number and email can be accessed through this website on demand.
Name variants:
Anne-Lise Wiegand
Contact Information
Last Update
Jul 7, 2022
Email
aw**@sentineltrust.com, al**@comcast.net
Location
Houston, TX
Company
Sentinel Trust Company, Lba
Workplace
Chief Financial Officer, Managing Director, Shareholder
Work History
Chief Financial Officer, Managing Director, Shareholder
2001 Kirby Dr SUITE 1200, Houston, TX 77019
from Jan 2020
Associate Director, Wealth Planning and Advisory
New York, NY
As Associate Director, Wealth Planning & Advisory, Anne-Lise led the design and delivery of financial planning services, wealth education and other resources. She served clients with over $5...
Mar 2008 — May 2013
Executive Assistant To Senior Partner
Researched and prepared legal documents and supporting accounting for mergers/acquisitions, leases, stock redemptions and corporate minutes. Prepared forms and agreements for incorporations,...
Sep 1996 — Aug 1998
Education
2007 — 2009
1991 — 1995
Occupations
Executive
Financial Director
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Deputy Director
Real Estate Broker
Licensed Real Estate Broker
Financial Officer
Financial Manager
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Deputy Manager
Property Manager
Real Estate Manager
Skills
Strategic Financial Planning
Portfolio Management
Financial Planning
Financial Analysis
Forecasting
Risk Management
Budgets
Due Diligence
Finance
Accounting
Investments
Banking
Cash Management
Financial Modeling
Management
Financial Advisory
Internal Controls
Auditing
Estate Planning
Insurance
Tax