John Serra Email & Phone Number
Vice President--- Wealth Management @ UBS Group AG
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John Serra Location
- Pleasanton, CA, US
John Serra Work
- Vice President--- Wealth Management @ (March 2009 - Present)
- VP Investments @ Smith Barney (January 1994 - March 2009)
John Serra Skills
- Investments
- Series 7
- Wealth Management
- Portfolio Management
- Equities
- Retirement Planning
- Strategic Planning
- Business Development
- Business Strategy
- Financial Analysis
- Microsoft Office
John Serra Summary
- John Serra, based in Pleasanton, CA, US, is currently a Vice President--- Wealth Management at UBS Financial Services, Inc.. John Serra brings experience from previous roles at Smith Barney. With a robust skill set that includes Investments, Series 7, Wealth Management, Portfolio Management, Equities and more. John Serra has 1 emails and 3 mobile phone numbers on RocketReach.
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