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Rita Serrano

Finance & People Operations Professional

Rita Serrano, originally from Panama City, Panama, and now based in San Antonio, Texas, is an experienced professional in operations and investment services.

With over fourteen years of experience in investment and banking, her previous roles include Internal Annuity Specialist at Merrill Lynch, Registered Client Associate with an international advisor group, and Investment Area Administrator at Citigroup Investment Services.

Rita holds various licenses such as Series 7 & 63 registrations, a Life, Health & Variable Annuity License, and a CA Property & Casualty Insurance License, showcasing her expertise in the field.

Beyond her professional endeavors, Rita is actively involved in Dance and Performing Arts, where she manages her daughter's dance career. She also engages in activities like painting, producing dance events, attending live music concerts, dancing, rollerskating, and playing outdoor sports like softball and volleyball.

Her educational background includes studies at Houston Community College, and she has been associated with notable organizations like M13, SB&C Talent, Merrill Lynch, and Citigroup USA Inc.

Rita Serrano
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Location

San Antonio, Texas, United States