David Serrano Email & Phone Number
Financial Advisor, Associate Vice President @ Financial Services Company
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David Serrano Location
- Chicago, IL, US
David Serrano Work
- 2023 -now Financial Advisor, Associate Vice President @
- 2014 -2022 Financial Advisor @ Edward Jones
- 2012 -2014 Customer Service Representative II @
- 2012 -2012 Customer Service Associate III @
- 2010 -2012 Customer Service Associate I @
David Serrano Education
- University of St francis
Master of Business Administration (MBA) (Finance, General)
2013-2020 - Augustana College
Bachelor's degree (Business Administration and Management, Asian Studies)
2006-2010
David Serrano Skills
- Data Entry
- Financial Services
- Loans
- Life Insurance
- Services
- PowerPoint
- Credit
- 401k Rollovers
- Customer Satisfaction
- Microsoft Office
- Outlook
- Banking
- Customer Service
- Access
- Call Center
- Microsoft Excel
- Marketing
- Microsoft Word
- Leadership
- Budgets
- Referrals
- Management
- Account Management
- Mutual Funds
- Retirement
- 401k Options
- Sales
- Retirement Planning
David Serrano Summary
- David Serrano, based in Chicago, IL, US, is currently a Financial Advisor, Associate Vice President at Ameriprise Financial Services, LLC. David Serrano brings experience from previous roles at Edward Jones and MB Financial Bank. David Serrano holds a 2013 - 2020 Master of Business Administration (MBA) in Finance, General @ University of St francis. With a robust skill set that includes Data Entry, Financial Services, Loans, Life Insurance, Services and more. David Serrano has 2 emails and 1 mobile phone numbers on RocketReach.
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