Serena

Serena: Email & Phone Number

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Chief Administrative Officer at Kestra Private Wealth Services|Austin, Texas, United States

Position:

Chief Administrative Officer at Kestra Private Wealth Services

Location:

Austin, Texas, United States

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Last updated: 2026-07-09
Updated: 2026-07-09

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Work Experience 18 years

Chief Administrative Officer at Kestra Private Wealth Services
Chief Administrative Officer, Executive Director at Kestra Private Wealth Services

Jun 2018 - Current

Risk Management & Administration, Executive Director at Kestra Private Wealth Services

Aug 2014 - May 2018

Chief Compliance Officer, Executive Director at Kestra Private Wealth Services

Apr 2012 - Jul 2014

Regional Risk Officer, First Vice President at Morgan Stanley

May 2009 - Mar 2012

District Risk Officer, Vice President at Morgan Stanley Smith Barney

Apr 2007 - May 2009

Sales Associate at Morgan Stanley, Private Wealth Management

Dec 2003 - Apr 2007

Branch Manager’s Assistant at Morgan Stanley, Private Wealth Management

Dec 2000 - Dec 2003

Serena started working in 2000, then the employee has changed 3 companies and 7 jobs. On average, Serena works for one company for 3 years 7 months.

Their professional focus is Account Reconciliation, Account Relations, and Accounts Payable (AP) across 3 core areas.

Serena holds CA Insurance License, FINRA Principal Securities License, and FINRA Representative Securities License certifications.

Education

Bachelor of Arts at University of California, Irvine

Serena Namesakes

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Serena
Permit Specialist 3
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Serena
The Movement Standard
Practice Manager
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Serena
License Producer
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