Devangi Thakkar, CFA, CPA - Email & Phone Number

Vice President, Investment Performance and Reporting Manager at Sentinel Trust Company, Lba

Devangi Thakkar, CFA, CPA is based out of Houston, Texas, United States and works at Sentinel Trust Company, Lba as Vice President, Investment Performance and Reporting Manager.

Devangi Thakkar, CFA, CPA's Contact Information

Latest update

May 2, 2024

Location

Houston, Texas, United States

Devangi Thakkar, CFA, CPA's Work History

Vice President, Investment Performance and Reporting Manager

Sentinel Trust Company, LBA

Oct 2021 - Present

Financial Analyst II

Amazon

Mar 2021 - Sep 2021

Senior Performance Analyst

Invesco US

Jan 2018 - Mar 2021

Performance Analyst II

Invesco US

Jan 2016 - Dec 2017

Senior Fund Valuations

Invesco US

Oct 2014 - Dec 2015

FA 2, Valuations

Invesco US

Dec 2013 - Sep 2014

FA I, Valuations

Invesco US

Aug 2013 - Nov 2013

Intern

Invesco US

Apr 2013 - Aug 2013

Devangi Thakkar, CFA, CPA's Education

University of Houston-Victoria

Global Master of Business Administration (MBA)

2013 - 2014

University of Mumbai

Bachelor's degree

2001 - 2006

Devangi Thakkar, CFA, CPA's Skills

Project Implementation

Capital Markets

Performance Attribution

Project Management

Production Support

Eagle PACE

Devangi's current employer

Sentinel Trust Company, Lba

Description

Sentinel Trust is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession plannin...

Website

sentineltrust.com

HQ Location

Houston, Texas, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Sentinel Trust Company, Lba

Frequent questions about Devangi Thakkar, CFA, CPA

What company is Devangi Thakkar, CFA, CPA working for?

Devangi Thakkar, CFA, CPA works for Sentinel Trust Company, Lba.

What is Devangi Thakkar, CFA, CPA's function at Sentinel Trust Company, Lba?

Devangi Thakkar, CFA, CPA is Vice President, Investment Performance and Reporting Manager at Sentinel Trust Company, Lba.

Where is Devangi Thakkar, CFA, CPA based?

Devangi Thakkar, CFA, CPA is based out of Houston, Texas, United States.

Who are Devangi Thakkar, CFA, CPA's co-workers?

Devangi Thakkar, CFA, CPA's colleagues are Lissa Gangjee, Amor Joseph, David Bristol, Kim Wade, Yasmin Zarrinkelk, Justin Baker, Phyllis Joe, Scott Snyder, Ingrid Tang, Anna Ziemnicki, SueEllyn Kunkel, Damon Drouet, Bob Sweeney, Sophia Papadopoulos, Brandon Harsell, Folu Folowosele, Stephanie Trejo, Temitope Ayoola, Christi Arrington, Drew Nelson, Mayra Leon, Hilary Lane, Julie McCaughey, Anne-Lise Wiegand, Angela Garcia, Mark Sparano, Andrew Smith, Katherine Rose, Jimmy Reed, Duane Broom, Marisol Paredes, Laura Lynch, Ashley Blankenship, Virgina Kirila.

Devangi's co-workers

Lissa Gangjee

President and CEO

Amor Joseph

AVP, Executive Assistant To Executive Chairman and President/ Chief Executive Officer

David Bristol

Principal and Vice Chairman

Kim Wade

Assistant Vice President | Senior Corporate Paralegal

Yasmin Zarrinkelk

Vice President - Senior Relationship Officer

Justin Baker

Senior Relationship Officer, Senior Vice President

Phyllis Joe

Senior Vice President, Senior Wealth Planner

Scott Snyder

Vice President, Head of Equities

Ingrid Tang

Portfolio Manager-Private Assets, Vice President

Anna Ziemnicki

Assistant Vice President, Client Relationship Officer

SueEllyn Kunkel

Vice President, Operations Manager

Damon Drouet

Vice President, Systems Director

Bob Sweeney

EVP

Sophia Papadopoulos

Senior Vice President, Director of Hedge Funds and Real Assets

Brandon Harsell

Senior Vice President, Senior Resource Officer

Folu Folowosele

Vice President

Stephanie Trejo

Vice President - Operations Manager

Temitope Ayoola

Vice President

Christi Arrington

Assistant Vice President | Accounting Manager

Drew Nelson

Vice President, Associate Portfolio Manager

Mayra Leon

Vice President | Corporate & Benefits Accountant

Hilary Lane

Vice President, Senior Relationship Officer

Julie McCaughey

Managing Director, General Counsel and Director of Human Resources

Anne-Lise Wiegand

Chief Financial Officer, Managing Director, Shareholder

Angela Garcia

Executive Assistant to Managing Director and Chief Investment Officer

Mark Sparano

Director and Audit Committee Chair

Andrew Smith

Director of Client Service, Managing Director, Shareholder

Katherine Rose

Managing Director

Jimmy Reed

Managing Director - Director of Business Operations

Duane Broom

Senior Operations Associate

Marisol Paredes

Client Service Associate Manager

Laura Lynch

Senior Client Service Associate

Ashley Blankenship

Senior Accounting Associate

Virgina Kirila

HR & Compliance Manager, Corporate Secretary

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