Luis Alva
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Luis Alva Email & Phone Number

Asset Management- Loan Coordinator at Trez Capital
Location: Dallas-Fort Worth Metroplex, United States, United States 5 work roles 1 school
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Current company
Role
Asset Management- Loan Coordinator
Location
Dallas-Fort Worth Metroplex, United States, 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 company with 59372 employees, based in Dallas-Fort Worth Metroplex, United States, 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.

Company email context

Email format at Trez Capital

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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
Trez Capital
Asset Management- Loan Coordinator
United States
Employees
59372
AeroLeads page
5 roles

Luis Alva work experience

A career timeline built from the work history available for this profile.

Asset Management- Loan Coordinator

United States

Analyst

Current

Dallas, Texas, United States

Aug 2023 - Present

Associate

Dallas, Texas

-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

Southlake, Texas

-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.

Nov 2021 - Dec 2022

Investor Services Intern

Southlake, Texas

-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.

Sep 2019 - Jan 2020
Team & coworkers

Colleagues at Trez Capital

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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, 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 Himanshu Garg, Sarah Collishaw, Romain Lagardere, Nathan Fabius, and Ally Becker, Cfp®.

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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