Richard Serna Email & Phone Number
Area Sales Manager @ MassMutual Metro New York
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Richard Serna Location
- New York, NY, US
Richard Serna Work
- 2024 -now Area Sales Manager @
- 2020 -2025 Partner @
- 2020 -2025 Associate Partner @
- 2018 -2020 Financial Services Professional @
- 2012 -2018 Assistant Vice President Relationship Manager Private Client Group at PNC @ PNC Private Client Group
- 2002 -2012 Small Business Specialist and Relationship Banker @
- 1999 -2002 Assistant Manager and Personal Banker @
Richard Serna Education
- St. John's University
Associate's degree (Liberal Arts and Sciences/Liberal Studies)
Richard Serna Skills
- Cross Selling
- Relationship Management
- Customer Service
- Sales
- Leadership
- Microsoft Office
- Team Building
- Management
- Portfolio Management
- Banking
- Financial Risk
- Retail Banking
- Microsoft Excel
- Credit
- Consumer Lending
- Branch Banking
- Loans
- Deposits
- Financial Services
- Strategy
- Retirement Planning
- Income Protection
- Asset Protection
- Business Succession Planning
- Wealth Transfer Strategies
- Licensed Life and Health Insurance Agent
- 401k Rollovers
- Annuity Sales
Richard Serna Summary
- Richard Serna, based in New York, NY, US, is currently a Area Sales Manager at MassMutual Metro New York. Richard Serna brings experience from previous roles at New York Life Insurance Company, NYLIFE Securities LLC and PNC Private Client Group. Richard Serna holds a Associate's degree in Liberal Arts and Sciences/Liberal Studies @ St. John's University. With a robust skill set that includes Cross Selling, Relationship Management, Customer Service, Sales, Leadership and more. Richard Serna has 3 emails and 1 mobile phone numbers on RocketReach.
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