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: 2026-05-06
Updated: 2026-05-06

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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.

Education

Bachelor of Arts at University of California, Irvine

Frequently Asked Questions

What is Serena's email address?

SignalHire found a verified business email address for Serena: _*****a@kestrafinancial.com.

What is Serena's phone number?

SignalHire found a verified phone number for Serena: +1-***-***-0278.

How do I contact Serena at Kestra Private Wealth Services?

You can reach Serena through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Serena's professional background?

Serena has 18 years of professional experience. They have held roles including Chief Administrative Officer, Executive Director, Risk Management & Administration, Executive Director, and Chief Compliance Officer, Executive Director at companies such as Kestra Private Wealth Services, Kestra Private Wealth Services, and Kestra Private Wealth Services. Their education includes Bachelor of Arts from University of California, Irvine.

Is Serena's contact information up to date?

Yes. Serena's SignalHire profile was last updated on 6 May 2026, reflecting their current position as Chief Administrative Officer at Kestra Private Wealth Services in Austin, TX, United States.

Serena Namesakes

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Serena
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Serena
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Serena
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