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Venita Zavidny
Plus aucun poste en cours
Finance
Profil
Ms. Venita Zavidny is Senior Vice President & Trust Officer at Kanaly Trust Co. She oversees a team that manages the ongoing investment strategies and personal financial programs of client families.
Prior to joining Kanaly in 2004, Ms. Zavidny was with Wells Fargo Private Client Services where she served as Senior Trust Administrator.
Ms. Zavidny is a Certified Financial Planner and is a member of the Houston Estate and Financial Forum (HEFF).
She previously served on the board of directors for Be An Angel, Inc., has chaired its Needs Assessment Committee and currently serves as an advisory member for that committee.
Anciens postes connus de Venita Zavidny
| Sociétés | Poste | Fin |
|---|---|---|
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wells Fargo & Co.
 Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Finance |
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