monica serrano bio 02012016
TRANSCRIPT
WEALTH ADVISORS, INC.
Monica G. Serrano Director of Administration
Monica became Director of Administration in January 2016. Five years after joining
GSK Wealth Advisors in an administrative support role. Monica has more than 17
years experience at some of the largest wealth management f irms in
South Flor ida.
Monica was an administrative assistant to the Private Banking and Commercial
Group at Bank United, FSB. Before that, Monica was a key member of the Latin
American Division with Barclays Bank, PLC Miami, Florida offices. At both firms Monica
focused on customer needs regarding, exceptional client service and customer advising
on the suitability of wealth management services.
Monica holds two associates degrees from Miami Dade College; an A s s o c i a t e
i n B u s i n e s s Administration and Finance as well as an Associate in Architecture
and Interior Design. In addition, Monica earned finance administration
credits from the American Institute of Banking & New York Institute of
Finance and Barclays Bank In-House training.
Monica is recognized as an organized, detail-oriented individual
with exceptional time management skills. She produces
excellent results independently or as a team member.
Monica is always willing to take on new challenges and
responsibilities.
Phone: 954-919-5737
Email: [email protected]
Rev. 2.1.2016