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
- Area Sales Manager @ (January 2024 - Present)
- Partner @ (August 2020 - February 2025)
- Associate Partner @ (February 2020 - February 2025)
- Financial Services Professional @ (October 2018 - February 2020)
- Assistant Vice President Relationship Manager Private Client Group at PNC @ PNC Private Client Group (December 2012 - October 2018)
- Small Business Specialist and Relationship Banker @ (October 2002 - December 2012)
- Assistant Manager and Personal Banker @ (February 1999 - October 2002)
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 1 emails and 3 mobile phone numbers on RocketReach.
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