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Luis Alva Email & Phone Number
Asset Management- Loan Coordinator
at
Trez Capital
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Asset Management- Loan Coordinator
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Luis Alva? Overview
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Quick answer
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.
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Trez Capital
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Profile bio
About Luis Alva
Luis Alva is a Asset Management- Loan Coordinator at Trez Capital. He is proficient in English.
Current workplace
Luis Alva's current company
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Trez Capital
5 roles
Luis Alva work experience
A career timeline built from the work history available for this profile.
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
Mar 2023 - Jun 2023
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
Nov 2021 - Dec 2022
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
Sep 2019 - Jan 2020
Team & coworkers
Colleagues at Trez Capital
Other employees you can reach at goldmansachs.com. View company contacts for 59372 employees →
YD
Yashwanth Debroy
Colleague at Trez CapitalMadhya Pradesh, India
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MW
Maggie Wilson
Colleague at Trez CapitalWyckoff, New Jersey, United States
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FL
Flora Liu
Colleague at Trez CapitalUnited States
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KS
Karla Sofia Perez
Colleague at Trez CapitalMiami, Florida, United States
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HG
Heidi Guo, Mba
Colleague at Trez CapitalSan Francisco, California, United States
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CS
Ca Sarvagya Agarwal
Colleague at Trez CapitalLucknow, Uttar Pradesh, India
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PA
Parag Agrawal
Colleague at Trez CapitalBengaluru, Karnataka, India
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EB
Eugenio Borghini
Colleague at Trez CapitalLondon, England, United Kingdom
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CA
Ca Abhishek Jp
Colleague at Trez CapitalBengaluru, Karnataka, India
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DB
David Bai
Colleague at Trez CapitalBeijing, China
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Yashwanth Debroy
Colleague at Trez CapitalMadhya Pradesh, India
View →
MW
Maggie Wilson
Colleague at Trez CapitalWyckoff, New Jersey, United States
View →
FL
Flora Liu
Colleague at Trez CapitalUnited States
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KS
Karla Sofia Perez
Colleague at Trez CapitalMiami, Florida, United States
View →
HG
Heidi Guo, Mba
Colleague at Trez CapitalSan Francisco, California, United States
View →
CS
Ca Sarvagya Agarwal
Colleague at Trez CapitalLucknow, Uttar Pradesh, India
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PA
Parag Agrawal
Colleague at Trez CapitalBengaluru, Karnataka, India
View →
EB
Eugenio Borghini
Colleague at Trez CapitalLondon, England, United Kingdom
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CA
Ca Abhishek Jp
Colleague at Trez CapitalBengaluru, Karnataka, India
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DB
David Bai
Colleague at Trez CapitalBeijing, China
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1 education record
Luis Alva education
FAQ
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 Yashwanth Debroy, Maggie Wilson, Flora Liu, Karla Sofia Perez, and Heidi Guo, Mba.
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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