David Serrano Email & Phone Number
Financial Advisor, Associate Vice President @ Financial Services Company
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Serrano Location
- Chicago, IL, US
David Serrano Work
- Financial Advisor, Associate Vice President @ (May 2023 - Present)
- Financial Advisor @ Edward Jones (May 2014 - May 2022)
- Customer Service Representative II @ (September 2012 - May 2014)
- Customer Service Associate III @ (March 2012 - September 2012)
- Customer Service Associate I @ (November 2010 - March 2012)
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.
Looking for a different David Serrano?
Find contact details for 700 million professionals.
Others Named David Serrano
David Serrano
Partner
San Francisco, CA, US
David Serrano
Vice President and district Manager
Yonkers, NY, US
David Serrano
Financial Advisor, Associate Vice President
Chicago, IL, US
Julián David Serrano Rodriguez
Director Operaciones Terrestres y HUB Control
Bogotá, Bogota, CO
David Serrano Sánchez
VP Operations Cintra North America
Austin, TX, US
David Serrano
Partner
New York, NY, US
David Serrano
CEO and FOUNDER
Lleida, CT, ES
David Serrano Porras
CTO
Madrid, ES
Top Financial Services Company Employees
Gumer Alvero
President Insurance and Annuities
Minneapolis, MN, US
Kimberly st. Pierre
Chief Executive Officer, TruSpire Wealth Advisors
Plymouth Meeting, PA, US
Jonathan Han
Chief Operating Officer
Irvine, CA, US
Ted Truscott
CEO Global Asset Management
Marblehead, MA, US
Joel Bird
CEO and Private Wealth Advisor
Bismarck, ND, US
Jim Cracchiolo
Chairman and Chief Executive Officer
New York, NY, US
Anthony Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
New York, United States
Brian Burkholder
President, Financial Advisor, Burkholder and Associates
Harrisonburg, VA, US
Ryan McCabe
President of Rise Private Wealth Management
Boston, MA, US
Lisa Policare
CEO and Co-Founder Penn Wealth Planning
New Hope, PA, US
Ken Smith
Chief Operating Officer of Luvo Wealth Advisors
Edmonds, WA, US
Tim Barber
Chief Operating Officer and Integrator
Detroit, MI, US
Mark Cannon
President and Private Wealth Advisor
Dallas, TX, US
Michael Metzger
Managing Partner
Minneapolis, MN, US
Ashley South
Chief Operating Officer, NorthStar Wealth Group
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co