Adrian Loeza
Junior Wealth Strategist at Northern Trust Corporation
- Role
- Senior New Business Specialist (Junior Wealth Strategist), Assistant Office Manager, Vice President at Northern Trust
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Adrian Loeza
As a New Business Specialists for Northern Trust with over 14 years’ experience in the…
Experience
Senior New Business Specialist (Junior Wealth Strategist), Assistant Office Manager, Vice President
Aug 2021 — Present · San Diego, CA, US
Education
Golden Gate University, Edward S. Ageno School of Business
Graduate Certificate in Finance, Finance, General
2012 — 2013
Golden Gate University
Master of Science in Finance, Corporate Finance Concentration, Corporate Finance
2024
California State University- Monterey Bay
Bachelor of Science (B.S.), Business Administration, Accounting
2010 — 2012
Cabrillo College
Associate's degree, Business
2008 — 2010
Skills
- Credit Cards
- Financial Risk
- Financial Planning
- Mortgage Lending
- Consumer Lending
- Private Banking
- Credit
- Cross Selling
- Cash Flow
- Banking
- Home Equity Lines of Credit
- Sba
- Loan Servicing
- Lines of Credit
- Deposits
- Treasury Management
- Home Equity Loans
- Cash Management
- Credit Analysis
- Branch Management
- Mortgage Banking
- Banking Relationships
- Retail Banking
- Merchant Services
- Operational Risk
- Internal Audit
- Internet Banking
- Commercial Banking
- Refinance
- Credit Risk
- Residential Mortgages
- Small Business Lending
- Commercial Lending
- Bank Secrecy Act
- Treasury Services
- Loan Origination
- Portfolio Management
- Loans
- Finance
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