Profil
Tina J.
Schockling worked as a Managing Director & Investment Strategist at Sentinel Trust Co. from 1999 to 2016.
Prior to that, she worked as an Analyst at KPMG LLP in 1998 and as a Financial Analyst at Houlihan Lokey, Inc. in 1997.
She received her undergraduate degree from The University of Texas at Austin in 1997.
Tidigare kända positioner av Tina Schockling
| Företag | Position | Slut |
|---|---|---|
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Analyst-Equity | 2016-10-01 |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Företagsledare/Principal | 1998-12-31 |
| HOULIHAN LOKEY, INC. | Företagsledare/Principal | - |
Tina Schocklings utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Houlihan Lokey, Inc.
Houlihan Lokey, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















