Matthew Serrano Email & Phone Number
Financial Advisor @ Capital Management Associates, Inc. (CMA)
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Matthew Serrano Location
- Minneapolis, MN, US
Matthew Serrano Work
- Financial Advisor @ (October 2025 - Present)
- Senior Financial Associate, Associate Planning Professional @ (June 2019 - September 2025)
- Registered Client Associate @ (December 2017 - April 2019)
- Investment Analyst @ (August 2016 - February 2017)
- Director of Customer Relations @ BlutekUSA (September 2012 - October 2016)
Matthew Serrano Education
- Queens College
Bachelor’s Degree (Banking, Corporate, Finance, and Securities Law)
2012-2016 - Francis Lewis High School
High School (Banking, Corporate, Finance, and Securities Law)
2006-2010
Matthew Serrano Skills
- Analytical Skills
- Deadline Management
- Financial Planning
- Financial Services
- Microsoft Excel
- Relationship Management
- Customer Service
- Management
- Research
- Project Management
- Leadership
- Investments
- Corporate Finance
- Financial Analysis
- Portfolio Management
- Microsoft Office
- Trading
- Business Development
Matthew Serrano Summary
- Matthew Serrano, based in Minneapolis, MN, US, is currently a Financial Advisor at Capital Management Associates, Inc. (CMA). Matthew Serrano brings experience from previous roles at RBC, Merrill Lynch, Teachers' Retirement System of the City of New York and BlutekUSA. Matthew Serrano holds a 2012 - 2016 Bachelor’s Degree in Banking, Corporate, Finance, and Securities Law @ Queens College. With a robust skill set that includes Analytical Skills, Deadline Management, Financial Planning, Financial Services, Microsoft Excel and more. Matthew Serrano has 3 mobile phone numbers on RocketReach.
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