A (Virtual) Intimate Chat With Alicia Romo

A Women's Member Community Sponsored Event

The Intimate Chat Series is sponsored by CFA Society Los Angeles' Women’s Member Community. The event is designed to provide professional guidance to women, but all individuals are welcome to attend.

Attendance for this Intimate Chat Series event will be limited to allow all participants to engage in active dialogue.

If you haven’t joined the Women’s Member Community (MC) and want to keep up to date with the goings on of the community, please consider joining the LinkedIn group called ‘CFALA Women’s Group’.

Alicia Romo, CFA | Alicia Romo is the Managing Director and head of Investments and Short Term Funding for MUFG Union Bank, located in Los Angeles. Alicia manages the team that oversees all aspects of the bank’s investment portfolio including investment strategy, liquidity, capital, and regulatory requirements. She also supervises the short-term funding requirements of the bank.

Prior to joining MUFG Union Bank, Alicia was a Senior Manager at Deloitte & Touche, LLP where she was an SME in structured finance and interest rate risk management. Alicia consulted nationally for investment portfolio management, securitization structures and in front-office and back-office securitization and derivative operations. She was a regular speaker at national MBA and securitization conferences.

Alicia is on the board for Monte Vista Grove Homes, a leading senior independent living, convalescent care and dementia care facility in Pasadena. She is also currently serving as the Vice President on the CFA Society Los Angeles Board of Governors and is a CFALA Review Coordinator for Level I. She was awarded her Chartered Financial Analyst designation in 1999. Back To Top ^^

Watch the CFALA website and emails for future events in the “An Intimate Chat Series.” Each month the CFA Society Los Angeles’ Women’s Member Community will host an event in an intimate setting featuring a successful, engaging local woman who has an interesting story to tell and valuable advice to share. The events will rotate locations across the LA area and times will vary between lunch, early coffee and evenings to help accommodate our membership’s diverse locations and schedules.