Position:
Chief Administrative Officer at Kestra Private Wealth Services
Location:
Austin, Texas, United States
Found email addresses for Serena:
Found phone for Serena:
Jun 2018 - Current
Aug 2014 - May 2018
Apr 2012 - Jul 2014
May 2009 - Mar 2012
Apr 2007 - May 2009
Dec 2003 - Apr 2007
Dec 2000 - Dec 2003
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.
Bachelor of Arts at University of California, Irvine
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