Drew Nelson Email & Phone Number
Vice President, Portfolio Manager @ Sentinel Trust Company, LBA
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Drew Nelson Location
- Houston, TX, US
Drew Nelson Work
- Vice President, Portfolio Manager @ (January 2025 - Present)
- Vice President, Associate Portfolio Manager @ (January 2023 - December 2024)
- Assistant Vice President, Associate Portfolio Manager @ (June 2022 - December 2022)
- Investment Operations Analyst @ (May 2019 - June 2022)
- Controller and Chief Compliance Officer @ (February 2019 - May 2019)
- Senior Operations Associate @ (January 2017 - February 2019)
- Operations Associate @ (January 2016 - January 2017)
- Assurance Associate @ (August 2014 - January 2016)
- Assurance Intern @ (May 2013 - July 2013)
Drew Nelson Education
- Texas A&M University - Mays Business School
Master of Science - MS (Finance)
2013-2014 - Texas A&M University - Mays Business School
Bachelor of Business Administration - BBA (Accounting)
2009-2014
Drew Nelson Skills
- Marketing
- Social Media
- Quality Assurance
- Leadership
- Auditing
- PowerPoint
- Public Speaking
- Accounting
- Event Planning
- Tax
- Finance
- Account Reconciliation
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- VBA
- Time Management
- Customer Service
- Social Media Marketing
- QuickBooks
- Budgets
- Management
- Teamwork
Drew Nelson Summary
- Drew Nelson, based in Houston, TX, US, is currently a Vice President, Portfolio Manager at Sentinel Trust Company, LBA. Drew Nelson brings experience from previous roles at Sentinel Trust Company, LBA, Bridgeway Capital Management and BlackGold Capital Management LP. Drew Nelson holds a 2013 - 2014 Master of Science - MS in Finance @ Texas A&M University - Mays Business School. With a robust skill set that includes Marketing, Social Media, Quality Assurance, Leadership, Auditing and more. Drew Nelson has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Sentinel Trust Company, LBA Employees
Scott Snyder
Senior Vice President, Head of Equities
Houston, TX, US
Mark Sparano
Director and Audit Committee Chair
Madison, CT, US
Katherine Rose
Managing Director
Houston, TX, US
Lisa Prast
Founding Board Member
Winter Park, FL, US
Drew Nelson
Vice President, Portfolio Manager
Houston, TX, US
David Zahn
Managing Director, Director of Client Service
Houston, TX, US
Brandon Harsell
Senior Vice President, Senior Resource Officer
Cypress, TX, US
Bob Sweeney
EVP
Houston, TX, US
D. Flowers
CEO
Houston, TX, US
Lissa Gangjee
President and CEO
Houston, TX, US
Jimmy Reed
Managing Director - Director of Business Operations
Houston, TX, US
Sueellyn Kunkel
Senior Vice President, Operations Manager
Houston, TX, US
Justin Baker
Senior Relationship Officer, Senior Vice President
Cypress, TX, US
Mayra de Leon
Vice President | Corporate and Benefits Accountant
Houston, TX, US
Stephanie Trejo
Vice President - Operations Manager
Houston, TX, US
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