Jose Serra Email
Associate, Retirement Plan Services @ Concurrent
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Jose Serra Location
- Tampa, FL, US
Jose Serra Work
- Associate, Retirement Plan Services @ (January 2026 - Present)
- Retirement Plan Services Analyst @ (August 2025 - Present)
- Division 1 swimmer @ (January 2021 - April 2024)
- Retirement Plan Services @ (May 2025 - July 2025)
- Peer Academic Coach @ (January 2025 - August 2025)
- Non Profit Financial Analyst @ (September 2024 - January 2025)
- NCAA Athlete @ (January 2021 - April 2024)
- Wealth Management Case Competition @ (September 2023 - October 2023)
- Rental Agent @ (May 2023 - August 2023)
Jose Serra Education
- University of Tampa
Master of Science - STEM approved (Finance)
2024-2025 - Lindenwood University
BS (Business Administration / Emphasis on Finance and Management)
2021-2024
Jose Serra Summary
- Jose Serra, based in Tampa, FL, US, is currently a Associate, Retirement Plan Services at Concurrent. Jose Serra brings experience from previous roles at Concurrent, NCAA and University of Tampa. Jose Serra holds a 2024 - 2025 Master of Science - STEM approved in Finance @ University of Tampa. Jose Serra has 1 emails on RocketReach.
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