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Adrianna Romero

Client Operations Analyst

Adrianna Joined True North in 2025 as a Client Operations Analyst. She supports the Wealth Management Team by handling a wide array of transactions, including money movements, asset transfers, new account openings.

Before joining True North, Adrianna served as an Enhanced Service Specialist for high-net-worth Registered Investment Advisors (RIAs) at Charles Schwab Corporation. She began her career with Schwab as an RIA intern, transitioning into a full-time role upon her graduation.

The firm’s mission is Fulfilling Lives™, and Adrianna embodies this by having passion for serving others, working diligently to make a positive impact on the firm and its clients, and consistently drives to enhance team success.

Adrianna graduated with honors from Grand Canyon University’s Honors College in the Fall of 2021, earning a Bachelor of Science in Business Administration with a concentration in Finance. During her time at GCU, she was actively involved in numerous business organizations and demonstrated leadership within the Colangelo College of Business.

Adrianna originates from Capitan, New Mexico, where she spent her formative years deeply involved in the FFA and 4-H programs, showcasing her dedication through livestock exhibitions. She also excelled in four varsity sports, demonstrating her competitive spirit and commitment to athletic achievement.

While outside of the office, Adrianna’s hobbies include fitness, traveling, golf, winter sports, and thoroughly enjoys being with family.

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