Anne-Lise is responsible for Sentinel Trust’s operations. Her role includes leading and overseeing the firm’s internal financial systems and controls, pooled investment vehicles, investment operations, risk management, and administration of client assets and entities.
Anne-Lise’s financial services career spans over twenty years. She first honed her skills in all aspects of banking processes and regulatory administration in her decade working at a community bank where she served as Controller. She developed and implemented financial systems, processes, and controls. While there, she played a key role in their successful Reg. A offering. Her prior roles also include more than a decade of planning for clients with multigenerational wealth at Sentinel Trust and Threshold Group.
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