Adriana Valdez, CFA

Adriana Valdez, CFA, is a senior liquidity advisor and is based in San Francisco. She is thrilled to be working with clients in the innovation economy and with her extensive experience in investment services, she is excited to help clients reach their business goals by meeting their investments needs. She and her colleagues lead the client relationship and business development strategy that positions SVB’s liquidity products and investment management capabilities to meet the ever-evolving demands of the bank’s corporate cash management clients. She identifies the products and services that can best help satisfy clients’ cash and liquidity management needs, which span across banking and investment management platforms for early-stage startups to large public enterprises. She keeps focused on building and strengthening relationships with clients and helping clients preserve capital, satisfy liquidity needs and optimize return, so they can concentrate on their core business.

Before joining SVB, she worked at Wells Fargo Asset Management for eight years serving in several different roles. That included being a client relations director covering Latin American and Asian institutional clients, an associate client relations director supporting the corporate, endowments and foundations client relations practice, and an associate director for the Wells Fargo Fund Management Group working on the sales team distributing money market and short-term bond funds throughout the West coast. She began her investment career in 2006 as a financial advisor at AXA Advisors, and served in similar positions at U.S. Bancorp Investments and Chase Investments Services.

Adriana holds a bachelor’s degree in international business with an emphasis in finance and French from San Diego State University. She is also a member of the CFA Society of San Francisco. Being a native speaker of Spanish, she also studied French for over 10 years and Italian for 3 years.

While not working, she loves to travel, practice Bikram Yoga, spend time with family and friends, and volunteer at various non-profit organizations, in particular the San Francisco-Marin Food Bank.
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