Luis Alva Email & Phone Number
Who is Luis Alva? Overview
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Luis Alva is listed as Asset Management- Loan Coordinator at Trez Capital, a with 59372 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Luis Alva.
Luis Alva previously worked as Analyst at Goldman Sachs and Associate at Hedgeserv. Luis Alva holds Bachelor Of Business Administration - Bba, Finance from The University Of Texas At Arlington - College Of Business.
Email format at Trez Capital
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About Luis Alva
Luis Alva is a Asset Management- Loan Coordinator at Trez Capital. He is proficient in English.
Luis Alva's current company
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Luis Alva work experience
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Analyst
Associate
-The preparation of Cash and Positions Reconciliations-Preparation and processing of income and expense accruals-Verification and processing of corporate actions-Assist in the audit process and financial statement preparation
Prime Brokerage Middle Office Associate
-Receive and process advisor post trade instructions and provide support as needed.-Interface with DTC and Bloomberg to confirm trade details provided by RIA’s are correct.-Detect incorrect trade instructions and resolve discrepancies.-Respond to, research and collaborate with RIA’s-Provide clearance and settlement for equity and fixed income trades-Managed client engagement to reduce client touch points and improve client experience
Investor Services Intern
-Developed knowledge of the myriad business sleeves within the brokerage industry, including Investor Services, Equity/ Options Trading, Private Client Services, Margin Risk, and Financial Consultants-Performed client service functions including execution of daily financial transactions, issue and problem resolution, client education, and account maintenance-Completed special projects as delegated by management-Worked as part of a team to identify internal opportunities to broaden client engagement and presented our proposal to Senior Management
Colleagues at Trez Capital
Other employees you can reach at goldmansachs.com. View company contacts for 59372 employees →
Victor Rodrigues
Colleague at Trez CapitalSão Paulo, Brazil
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RS
Ramiro Shimabuku Landaure
Colleague at Trez CapitalHong Kong Sar, Hong Kong
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Lisa Donovan
Colleague at Trez CapitalNew York, United States
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RS
Rikin Shah
Colleague at Trez CapitalLondon, England, United Kingdom
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EL
Ellen Lucas
Colleague at Trez CapitalMalahide, Ireland
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PM
Pamela Mcmillan
Colleague at Trez CapitalBakersfield, California, United States
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MG
Meenakshi Gupta
Colleague at Trez CapitalDelhi, India
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CG
Chang G.
Colleague at Trez CapitalHong Kong, Hong Kong Sar
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JP
Jaya Patel
Colleague at Trez CapitalNew York, United States
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GB
Gaby Baltis
Colleague at Trez CapitalNew York, United States
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Luis Alva education
Frequently asked questions about Luis Alva
Quick answers generated from the profile data available on this page.
What company does Luis Alva work for?
Luis Alva works for Trez Capital.
What is Luis Alva's role at Trez Capital?
Luis Alva is listed as Asset Management- Loan Coordinator at Trez Capital.
Where is Luis Alva based?
Luis Alva is based in Dallas-Fort Worth Metroplex, United States while working with Trez Capital.
What companies has Luis Alva worked for?
Luis Alva has worked for Trez Capital, Goldman Sachs, Hedgeserv, Td Ameritrade Institutional, and Td Ameritrade.
Who are Luis Alva's colleagues at Trez Capital?
Luis Alva's colleagues at Trez Capital include Victor Rodrigues, Ramiro Shimabuku Landaure, Lisa Donovan, Rikin Shah, and Ellen Lucas.
How can I contact Luis Alva?
You can use AeroLeads to view verified contact signals for Luis Alva at Trez Capital, including work email, phone, and LinkedIn data when available.
What schools did Luis Alva attend?
Luis Alva holds Bachelor Of Business Administration - Bba, Finance from The University Of Texas At Arlington - College Of Business.
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