Financial Consultant Partner @ (May 2025 - April 2026)
Investment Consultant @ (September 2024 - May 2025)
Financial Consultant Academy @ (September 2023 - September 2024)
Financial Services Representative @ (August 2022 - September 2023)
Investor Relations @ (June 2022 - August 2022)
Analyst @ (September 2021 - May 2023)
Chief Investment Officer @ (March 2022 - March 2023)
Recruiting Assistant @ (January 2021 - January 2022)
General Trades @ (May 2021 - August 2021)
Patrick Serrano Education
Whitworth University
Bachelor of Business Administration - BBA (Finance, General)
2019-2023
Patrick Serrano Summary
Patrick Serrano, based in Scottsdale, AZ, US, is currently a VP - Financial Consultant at Charles Schwab. Patrick Serrano brings experience from previous roles at Charles Schwab. Patrick Serrano holds a 2019 - 2023 Bachelor of Business Administration - BBA in Finance, General @ Whitworth University. Patrick Serrano has 2 emails on RocketReach.
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