Barbara Serra
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Barbara Serra Email & Phone Number

Financial Compliance at Investment Placement Group
Location: San Diego, California, United States 7 work roles 4 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Compliance
Location
San Diego, California, United States
Company size

Who is Barbara Serra? Overview

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Quick answer

Barbara Serra is listed as Financial Compliance at Investment Placement Group, a company with 47 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Barbara Serra.

Barbara Serra previously worked as Financial Professional at Northwestern Mutual and NIRI member at Niri: The Association For Investor Relations. Barbara Serra holds Master Of Science - Ms, Finance from University Of San Diego - Knauss School Of Business.

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Investment Placement Group

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Profile bio

About Barbara Serra

With a decade-long career in finance and investor relations within the Banking Industry, I have cultivated a proven track record of fostering strong relationships with financial analysts and C-Suite executives, coupled with a deep understanding of financial markets and valuation.I am committed to enhancing stakeholder value, adeptly communicating with markets, and strengthening strategic decision-making. Over the years, I have consistently surpassed expectations in roles focusing on relationship management and business development.At Bradesco Bank, one of LATAM's largest banks, as an Investor Relations Manager, I successfully formulated and executed investor communication strategies. These efforts ensured transparent and timely dissemination of financial and strategic information to investors, analysts, and stakeholders.In 2022, I decided to embark on a significant new chapter in my journey by pursuing a Master's Degree in Finance at Knauss Business School.

Current workplace

Barbara Serra's current company

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Investment Placement Group
Investment Placement Group
Financial Compliance
San Diego, CA, US
Website
Employees
47
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7 roles

Barbara Serra work experience

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Financial Professional

Current

San Diego Metropolitan Area

Jun 2024 - Present

Investor Relations Manager

  • Develop and maintain relationships with high-net-worth individuals and Institutional investors
  • Managed a portfolio of 250+ investors, with more than 4000 attending investors meeting annually
  • Evaluate financial statements, company performance metrics, and industry trend
  • Collaborate closely with Executives and cross-functionally teams by providing detailed valuation
  • Increased investor engagement by 40% through targeted communication strategies, and regular investor outreach efforts
  • Recognized by the Institutional Investor as The Best IR Team in Latin America's Financial Services/Banking category in 2019
Oct 2011 - Jul 2022

Senior Financial Analyst

B3
Jan 2009 - Jan 2011

Investor Relations Assistant

Aug 2006 - 2008
Team & coworkers

Colleagues at Investment Placement Group

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4 education records

Barbara Serra education

FAQ

Frequently asked questions about Barbara Serra

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What company does Barbara Serra work for?

Barbara Serra works for Investment Placement Group.

What is Barbara Serra's role at Investment Placement Group?

Barbara Serra is listed as Financial Compliance at Investment Placement Group.

Where is Barbara Serra based?

Barbara Serra is based in San Diego, California, United States while working with Investment Placement Group.

What companies has Barbara Serra worked for?

Barbara Serra has worked for Investment Placement Group, Northwestern Mutual, Niri: The Association For Investor Relations, Bradesco Bank, and B3.

Who are Barbara Serra's colleagues at Investment Placement Group?

Barbara Serra's colleagues at Investment Placement Group include Guillermo Jose Fernandez, Arelid Rodriguez, Anas Vs, Diego Coca, and Marc Russo.

How can I contact Barbara Serra?

You can use AeroLeads to view verified contact signals for Barbara Serra at Investment Placement Group, including work email, phone, and LinkedIn data when available.

What schools did Barbara Serra attend?

Barbara Serra holds Master Of Science - Ms, Finance from University Of San Diego - Knauss School Of Business.

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