John Serra's Location
Pleasanton, CA, US
John Serra's Work
- Vice President--- Wealth Management @ New York Fitness
- VP Investments @ Smith Barney
John Serra's Skills
- Investments
- Series 7
- Wealth Management
- Portfolio Management
- Equities
- Retirement Planning
- Strategic Planning
- Business Development
- Business Strategy
- Financial Analysis
John Serra's Summary
John Serra, based in Pleasanton, CA, US, is currently a Vice President--- Wealth Management at UBS Financial Services, Inc., bringing 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 contributes valuable insights to the industry. John Serra has 1 email and 1 mobile phone number on RocketReach.
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