Alisha Doshi

Vice President, Wealth Advisor, Global Family & Private Investment Offices @Northern Trust

Los Angeles, CA, US
EMAILS
a••••••••@ntrs.com
MOBILE NUMBERS
+17•••••••10

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WORK HISTORY

Mar 2026 — Present

Vice President, Wealth Advisor, Global Family & Private Investment Offices @Northern Trust

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EDUCATION

2009 — 2013

USC Marshall School of Business

BS, Business Administration

N/A

DePaul University

CFP®, Financial Planning Certificate Program

SKILLS

Customer ServiceOnline AdvertisingConcurManagementAppleFacebookSocial MediaOnline MarketingMicrosoft CrmMarketingPivot TablesLead GenerationProactive Self-StarterMacroPlanningOrganizationHighly Detail OrientedMicrosoft ExcelPowerpointDiligentMicrosoft WordCommunicationPublic SpeakingHighly AmbitiousMarket ResearchProject PlanningMicrosoft OfficeV LookupsPcAffiliate MarketingEvent ProducingSocial NetworkingLearning Quickly

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.

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