Matilda Valverde

Operations Specialist

Headshot of Matilda Valverde
Matilda Valverde

Matilda joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 1998.

Matilda’s primary responsibilities include verifying the settlement and affirmation process of fixed income trades with brokers, researching any discrepancies prior to settlement, and maintaining the fixed income broker information and documents.

Prior to joining the Adviser, she worked as a Trust Securities Specialist and held various positions within the Trust department allowing her to expand her knowledge and expertise within the financial services industry.