Barbara Serra Email & Phone Number
Who is Barbara Serra? Overview
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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.
Email format at Investment Placement Group
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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.
Barbara Serra's current company
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Barbara Serra work experience
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Financial Professional
Current
Niri Member
Current
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
Senior Financial Analyst
Middle Office Analyst
Investor Relations Assistant
Colleagues at Investment Placement Group
Other employees you can reach at investipg.com. View company contacts for 47 employees →
Guillermo Jose Fernandez
Colleague at Investment Placement GroupSan Diego, California, United States, United States
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Arelid Rodriguez
Colleague at Investment Placement GroupSan Diego, California, United States, United States
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Anas Vs
Colleague at Investment Placement GroupKerala, India, India
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Diego Coca
Colleague at Investment Placement GroupSan Diego, California, United States, United States
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MR
Marc Russo
Colleague at Investment Placement GroupSan Diego County, California, United States, United States
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Gerardo Arizpe Aguirre
Colleague at Investment Placement GroupMonterrey, Nuevo León, Mexico, Mexico
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Adolfo Gonzalez Rubio
Colleague at Investment Placement GroupUnited States, United States
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Myrna Rodriguez
Colleague at Investment Placement GroupChula Vista, California, United States, United States
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Hector Munguia
Colleague at Investment Placement GroupTucson, Arizona, United States, United States
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Mauricio Assael
Colleague at Investment Placement GroupMiami, Florida, United States, United States
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Barbara Serra education
Master Of Science - Ms, Finance
Master Of Business Administration - Mba, Finance
Bachelor Of Applied Science - Basc, Economics
Valuation
Frequently asked questions about Barbara Serra
Quick answers generated from the profile data available on this page.
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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