Pablo Serna Email & Phone Number
Private Wealth Advisor @ BMO Wealth Management - U.S.
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Pablo Serna Location
- Palo Alto, CA, US
Pablo Serna Work
- Private Wealth Advisor @ (October 2025 - Present)
- Wealth Consultant @ (March 2023 - October 2025)
- Director -Relationship Manager @ (November 2019 - February 2025)
- Director - Mortgage Advisory @ (July 2018 - November 2019)
- Senior Mortgage Lender @ (June 2011 - July 2018)
- Vice President, Residential Mortgage Officer @ Borel Private Bank & Trust Company (November 2010 - June 2011)
- Vice President Mortgage Loan Officer @ (April 2009 - November 2010)
- Vice-President, Premier Client Manager @ (January 2007 - March 2009)
- Financial Advisor @ (March 2003 - December 2006)
- Financial Consultant @ (July 1999 - March 2003)
- Financial Consultant Associate @ (September 1997 - July 1999)
- Insurance Agent @ (April 1994 - August 1997)
Pablo Serna Education
- San José State University
Bachelor of Science (Physical Education)
Pablo Serna Summary
- Pablo Serna, based in Palo Alto, CA, US, is currently a Private Wealth Advisor at BMO Wealth Management - U.S.. Pablo Serna brings experience from previous roles at First Citizens Bank and Silicon Valley Bank. Pablo Serna holds a Bachelor of Science in Physical Education @ San José State University. Pablo Serna has 1 emails and 3 mobile phone numbers on RocketReach.
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