Lia Young

Role
Client Service Associate at Sentinel Trust Company, Lba
Location
Houston, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Lia Young

I am a client service professional who helps affluent families and foundations manage…

Experience

  1. Client Service Associate

    Sentinel Trust Company, Lba

    Sep 2023 — Present

    Sentinel Trust Company, LBA is a family-owned, multi-family office focusing on the unique needs of affluent families and their closely held companies and foundations. We manage investments, serve as corporate trustee, evaluate tax and estate strategy, and support clients\' everyday activities with a personal touch. Client families are served by either an attorney or an accountant who has practiced in a prior life.

Education

  • University of Connecticut School of Business

    Bachelor of Science - BS, Finance, General

    2017 — 2021

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Lia Young — Client Service Associate at Sentinel Trust Company, Lba in Houston, TX, US | Unifers