Matthew Serrano

Matthew Serrano

Senior Investment Associate, Associate Planning Professional
New York, New York, United States

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Work Experience

RBC

CERTIFIED FINANCIAL PLANNER™ Professional -- Senior Investment Associate, Associate Planning Professional

2019-06-01 - Present

Merrill Lynch

Registered Client Associate

2017-12-01 - 2019-04-01

Teachers'​ Retirement System of the City of New York

Investment Analyst

2016-08-01 - 2017-02-01

BlutekUSA

Director of Customer Relations

2015-09-01 - 2016-10-01

Teachers Retirement System

Summer Intern - Investment Accounting

2013-06-01 - 2013-08-01

Skills

finance banking investing insurance financial planning wealth management capital markets banks & credit unions financial services

Languages

English