Roberto Serrano Email & Phone Number
Senior Manager | Capital One Cafés @ Capital One
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Roberto Serrano Location
- Miami, FL, US
Roberto Serrano Work
- Senior Manager | Capital One Cafés @ (November 2025 - Present)
- Senior Manager | Project Management Leader @ (January 2022 - November 2025)
- Senior Manager | Capital One Cafés @ (August 2016 - January 2022)
- Certified Financial Planner @ Castleview Partners (January 2015 - January 2016)
- Vice President, Operations Manager @ Bank United Investment Services / Atlantic Capital Advisors (January 2010 - January 2015)
- Financial Advisor @ Independent (January 2002 - January 2010)
Roberto Serrano Education
- Barry University
CFP Accelerated Program
2010-2011 - Florida International University
Bachelors (Management)
1999-2002 - Miami Dade College
Associates (Business Administration)
1997-1999
Roberto Serrano Skills
- Leadership Development
- Coaching
- Operations Management
- Sales Operations
- Automation
- Organizational Development
- Investment Management
- Insurance Planning
- Financial Risk Management
- Estate Planning
- Team Leadership
- Strategic Leadership
- P&L Management
- Marketing Management
- Project Management
- Business Strategy
- Strategic Planning
- New Market Expansion
- Cross-functional Team Leadership
- Business Storytelling
- Change Management
- Business Analysis
- Building Commissioning
- Marketing Strategy
- Business Development
- Microsoft Office
- Series 7
- Banking
- Commissioning
- Financial Analysis
- New Business Development
- Leadership
- Strategic Financial Planning
- Management
- Investments
- Finance
- Financial Advisory
- Customer Service
- Risk Management
- Sales
- Portfolio Management
- Credit
- Mortgage Lending
- Financial Planning
- Loans
- Commercial Banking
- Conflict Resolution
- Ethics
- Event Management
- Mediation
- Organizational Culture
- Social Architecture
- Trusting Relationships
Roberto Serrano Summary
- Roberto Serrano, based in Miami, FL, US, is currently a Senior Manager | Capital One Cafés at Capital One. Roberto Serrano brings experience from previous roles at Capital One, Castleview Partners and Bank United Investment Services / Atlantic Capital Advisors. Roberto Serrano holds a 2010 - 2011 CFP Accelerated Program @ Barry University. With a robust skill set that includes Leadership Development, Coaching, Operations Management, Sales Operations, Automation and more. Roberto Serrano has 4 emails and 4 mobile phone numbers on RocketReach.
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