Adriene Losciale, CFP
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Location: Houston, TX, USA
School: Kansas State
Major: Personal Financial Planning

Adriene Losciale, CFP

EXPERIENCE:
Senior Financial Advisor, USAA, 2008 to 2015
Provide financial advice by phone, in person, group, email and click-to-chat
Assess member’s financial situation, provide advice and make appropriate recommendations based on individual needs and goals
Strong focus on client education
• 2009, 2011, 2013, 2014 - Exceeded Expectations (4) on Annual Performance Review
• Lead Advisor to outsourced USAA employees
• Facilitator and Member Advice & Solutions (MAS) representative for USAA RealCo employee event
• Representative for MAS as Subject Matter Expert for external Website Advice Project

Registered Representative, Citi Smith Barney, 2007 to 2008
Real-time securities trading as specified by the customer
Account maintenance and resolution of customer inquiries relating to brokerage, retirement and bank accounts

Military Personal Banker, Wells Fargo Bank, 2006 to 2007
Customer engagement, acquisition and retention with strong focus on production
Deposit and credit products including Home Equity Loans and Lines of Credit
Expert level understanding of lending underwriting criteria
• Top 10 Personal Banker; company-wide ranking for the first quarter of 2007, 1.3 million in loan volume

EDUCTION:
Kansas State University, Masters in Personal Financial Planning
• Anticipated graduation Spring 2021, 4 classes needed to graduate
• GPA 3.667

Texas State University, Bachelors of International Studies, Concentration in International Business, Minors in Business Administration and German
• GPA 3.47
• Cum Laude

LICENSES, DESIGNATIONS & MEMBERSHIPS:
CERTIFIED FINANCIAL PLANNERīƒ”
Financial Planning Association member, Houston Chapter
Previously Held: SERIES 7, 63, 65, and Life and Health License in all 50 states
Accredited Asset Management Specialist - pending renewal
Chartered Retirement Planning Counselor - pending renewal

Certified Financial Planner