Serena Smith Email & Phone Number

Client Service and Operations Specialist @ Telos Capital Management, Inc.

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Serena Smith Location

United States

Serena Smith Work

2023 - now Client Service and Operations Specialist @ Telos Capital Management, Inc.
2023 - 2023 Agent Resources Intern @ The Optimus Consultant Group
2021 - 2023 Member Services Representative @ Associated Students, San Diego State University

2020 - 2020 Sales Associate @ Staples
View Department
2018 - 2019 Intern @ RE/MAX

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Serena Smith Education

San Diego State University
2019 - 2023
Istituto Lorenzo de' Medici
2022 - 2022

Serena Smith Summary

Serena Smith, based in United States, is currently a Client Service and Operations Specialist at Telos Capital Management, Inc.. Serena Smith brings experience from previous roles at The Optimus Consultant Group, Associated Students, San Diego State University, Staples and RE/MAX. Serena Smith holds a 2019 - 2023 San Diego State University. Serena Smith has 1 emails on RocketReach.

Serena Smith Emails

Found 1 emails

@telosinc.com

Serena Smith Phone Numbers

Found 2 phone numbers

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Serena Smith

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New York, NY, US
3
- gmail.com
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- 971506XXXX
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Mission Viejo, CA, US
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Serena Smith

Chief Client Officer at i2c Inc.

Texas, United States
4
- i2cinc.com
- aol.com
- gmail.com
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- 904854XXXX
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Serena Smith

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Chapel Hill, NC, US
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- 732470XXXX
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Serena Smith

Director of Payroll at Pep Boys

Wilmington, DE, US
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Top Telos Capital Management, Inc. Employees

Stefan Meierhofer

President and CEO at Telos Capital Management, Inc.

San Diego, CA, US
2
- telosinc.com
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5+
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- 619239XXXX
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Aaron Kaplan

Vice President, Financial Adviser at Telos Capital Management, Inc.

California, United States
2
- gmail.com
- telosinc.com
5+
- 212663XXXX
- 212749XXXX
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Jonathan Fairchild

Executive Vice President, Director of Financial Consulting and Business Development, Principal at Telos Capital Management, Inc.

Solana Beach, CA, US
2
- yahoo.com
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- 310479XXXX
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Jeremy Chaffin

Senior Vice President, Financial Advisor at Telos Capital Management, Inc.

Ventura, CA, US
2
- sbcglobal.net
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- 805815XXXX
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Michelle Packer

Financial Advisor, Senior Retirement Planner at Telos Capital Management, Inc.

San Diego, CA, US
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- telosinc.com
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Warren Binstock

Retirement Planning and Client Service Specialist at Telos Capital Management, Inc.

San Diego, CA, US
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Kureyn Watson

Compliance Officer at Telos Capital Management, Inc.

California, United States
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Andy Weld

Portfolio Manager at Telos Capital Management, Inc.

San Diego, CA, US
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- 619540XXXX
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Jamie Noriega

Associate Portfolio Manager at Telos Capital Management, Inc.

San Diego, CA, US
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Eva Dreyer

Client Service and Operations Specialist at Telos Capital Management, Inc.

San Diego, CA, US
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- 760722XXXX
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Serena Smith

Client Service and Operations Specialist at Telos Capital Management, Inc.

United States
1
- telosinc.com
2
- 562809XXXX
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