ALAJANDRO ADONA
Las Vegas,NV
Summary
Accomplished Trust and Fiduciary Professional with extensive experience in trust administration, risk management, regulatory compliance, and client relationship management. Proven ability to oversee complex trust accounts, ensure fiduciary compliance, and deliver exceptional service to high-net-worth clients and beneficiaries.
Trust professional with experience in overseeing fiduciary relationships and managing financial assets. Adept at risk assessment, regulatory compliance, and client relationship management. Strong focus on team collaboration and delivering consistent results, adaptable to changing needs. Recognized for analytical skills, integrity, and effective communication.
Overview
16
16
years of professional experience
Work History
Senior Trust Officer
Preservation Trust Company
3753 Howard Hughes Pkwy, Las Vegas, NV
03.2026 - Current
- Administer and oversee complex trust accounts while ensuring compliance with fiduciary standards.
- Serve as primary point of contact for clients, beneficiaries, attorneys, and advisors.
- Conduct risk assessments and maintain accurate trust records.
- Support business development and client retention efforts.
- Managed trust accounts, ensuring compliance with legal and regulatory requirements.
- Developed investment strategies tailored to clients' financial goals and risk tolerance.
- Maintained detailed records of trust transactions, providing clear documentation for audits and legal proceedings when necessary.
Trust Administrator II
Premier Trust
2270 Corporate Cir, Las Vegas, NV
08.2022 - 03.2026
- Ensured timely and accurate distribution of trust assets.
- Maintained records for audit and regulatory compliance.
- Conducted annual account reviews and risk assessments.
- Facilitated communication between clients and financial advisors to ensure accurate trust management.
- Oversaw the administration of complex trust accounts, ensuring compliance with legal regulations.
- Evaluated trust documentation for accuracy, safeguarding against potential compliance issues.
- Collaborated with legal, tax, and investment teams to ensure optimal management of trust assets.
Branch Operations Manager
Wells Fargo
4016 S Rainbow Blvd, Las Vegas, Nv 89103
01.2010 - 07.2022
- Managed daily branch operations and supervised staff.
- Conducted employee training and performance evaluations.
- Monitored financial transactions for suspicious activity.
- Mentored staff on operational best practices and customer service excellence.
- Streamlined branch operations to enhance efficiency and service delivery.
- Developed training programs to enhance employee skills and promote career growth.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Organized staff schedules to ensure adequate coverage during peak business hours while maintaining employee satisfaction.
- Maintained compliance with industry regulations, minimizing risk exposure for the company through diligent oversight of operations.
Education
High School Diploma -
San Pedro High
San Pedro, CASkills
- Trust Administration
- Risk Management
- Client Relationship Management
- Trust Operations
- Regulatory Compliance
- Team Collaboration
- Coaching and Mentoring
- Strong decision-making
- Leadership qualities
- Effective communication
- Discretion and confidentiality
- Risk assessment
Timeline
Senior Trust Officer
Preservation Trust Company
03.2026 - Current
Trust Administrator II
Premier Trust
08.2022 - 03.2026
Branch Operations Manager
Wells Fargo
01.2010 - 07.2022
High School Diploma -
San Pedro High