Category Archive

Karla Toledo Associate, Corporate Finance KToledo@pwpartners.com Ph: +1.713.337.4509 Karla Toledo serves as a Corporate Finance Associate. Toldeo previously worked as an assurance senior at Ernst & Young LLC. She holds a BA in Accounting from the University of Puerto Rico. Additionally, she is a Certified Public Accountant and a Certified Fraud Examiner.

Carolina Jiménez-Marcos Paralegal and Executive Assistant, Legal & Compliance CJimenezmarcos@pwpartners.com Ph: +1.713.333.4839 Carolina Jiménez-Marcos serves as a Paralegal and Executive Assistant. Jiménez-Marcos previously worked as a paralegal at Geokinetics. Before that, Jiménez-Marcos was a lease analyst, copy editor, and translator. She holds a BA in Plan II Honors and French from The University of Texas at Austin.

Wendy Rodenbeck Executive Director, Corporate Finance WRodenbeck@pwpartners.com Ph: +1.713.333.3855 Wendy Rodenbeck serves as an Executive Director in Corporate Finance. Rodenbeck previously worked as a consultant for Sirius Solutions and provided consulting services to TPH& Co. She holds a BA in Accounting from Texas A&M University. Additionally she is a Certified Public Accountant.

Lacretia Phillips Analyst, Compliance LNPhillips@pwpartners.com Ph: +1.713.333.6464 Lacretia Phillips serves as a Compliance Analyst. Phillips previously worked as a compliance analyst at VALIC Financial Advisors, Inc. She holds a BBA in Finance from Texas A&M University.

Grace Frost Associate, Compliance GFrost@pwpartners.com Ph: +1.713.333.7130 Grace Frost serves as a Compliance Associate. Frost previously worked as a compliance examiner at Cadaret, Grant & Co., Inc. Before that, Frost was a licensing and registration specialist at Synovus Securities, Inc. She holds a BA in French with a minor in Business from The Ohio State University.

Daniel Wright Managing Director, Compliance dwright@tphco.com Ph: +1.713.333.5268 Daniel Wright is Managing Director, Head of Broker Dealer Compliance, Americas. Previously, he was senior vice president and chief compliance officer at National Planning Holdings, Inc. Before that, Wright was a senior vice president and chief compliance officer at Curian Capital, LLC. Wright holds a BA from Oklahoma State University.

Heidi Henrichs Executive Director, Corporate Finance HHenrichs@pwpartners.com Ph: +1.713.333.5269 Heidi Henrichs serves as an Executive Director in the Corporate Finance division. Henrichs previously served as the VP Finance of CSI Compressco LP. She holds a BBA in Accounting from Southern Methodist University. Additionally, she is a Certified Public Accountant.

Elizabeth Wood Conference Center Co Coordinator ewood@tphco.com Ph: +1.713.333.3896 Elizabeth Wood serves as a Conference Center Co-Coordinator. Wood previously was an assistant manager with Vince. She holds a BA in Education from the University of Mississippi.

Morgan McNew MMcnew@pwpartners.com Payroll Analyst Ph: +1.713.333.3864 Morgan McNew serves as the Payroll Analyst for the firm. McNew previously served as the payroll delivery specialist for AON Hewitt. She holds a BA in Communications from Texas A&M University.

Michelle Decker Conference Center Co-Coordinator mdecker@tphco.com Ph: +1.713.333.2987 Michelle Decker serves as a Conference Center Co-Coordinator. Decker previously was an administrative assistant with Gridiron Financial. She holds a BBA in Business Management from the University of Texas At San Antonio.