Alisha Doshi
Wealth Advisor at Northern Trust Corporation
- Role
- Vice President, Wealth Advisor, Global Family & Private Investment Offices at Northern Trust
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Alisha Doshi
I am a financial professional with 11+ years of experience managing client relationships and delivering customized wealth strategies. Specializing in high and ultra-high net worth portfolios, I excel at creating tailored financial plans, optimizing tax strategies, and driving revenue growth. Known for my ability to synthesize complex data and communicate clearly, I build strong, lasting client relationships while thriving in fast-paced environments.Please feel free to contact me if you have any questions.
Experience
Vice President, Wealth Advisor, Global Family & Private Investment Offices
Mar 2026 — Present
Education
USC Marshall School of Business
BS, Business Administration
2009 — 2013
DePaul University
CFP®, Financial Planning Certificate Program
Skills
- Customer Service
- Online Advertising
- Concur
- Management
- Apple
- Social Media
- Online Marketing
- Microsoft Crm
- Marketing
- Pivot Tables
- Lead Generation
- Proactive Self-Starter
- Macro
- Planning
- Organization
- Highly Detail Oriented
- Microsoft Excel
- Powerpoint
- Diligent
- Microsoft Word
- Communication
- Public Speaking
- Highly Ambitious
- Market Research
- Project Planning
- Microsoft Office
- V Lookups
- Pc
- Affiliate Marketing
- Event Producing
- Social Networking
- Learning Quickly
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