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Drew Serres Email & Phone Number
Associate Wealth Planner
at
Corient
1 work email found
@ml.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Planner
Location
Greater Seattle Area, United States, United States
Who is Drew Serres? Overview
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Quick answer
Drew Serres is listed as Associate Wealth Planner at Corient, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Drew Serres.
Drew Serres previously worked as Registered Client Service Associate at Corient and Wealth Management Client Associate at Merrill Lynch. Drew Serres holds Bachelor Of Business Administration - Bba, Finance, General from University Of Washington Bothell.
Company email context
Email format at Corient
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{first}.{last}@ml.com
86% confidence
AeroLeads found 1 current-domain work email signal for Drew Serres. Compare company email patterns before reaching out.
Profile bio
About Drew Serres
Drew Serres is a Associate Wealth Planner at Corient. They possess expertise in microsoft word, quickbooks, finance, administrative assistance, microsoft excel and 1 more skills. Colleagues describe them as "Whether it be on the field, in the gym or hitting the books, Drew has always been a top performer. Drew is one of those who only knows to give 110 effort. Growing up with Drew on and off the field in school, I've seen how his discipline in mastering his craft has helped him outperform his peers (including me). Humility is also a value Drew lives by and he is never above helping others succeed. If you're looking for a professional to make an impact on your team, that values trust and performance, I highly recommend Drew."
Listed skills include Microsoft Word, Quickbooks, Finance, Administrative Assistance, and 2 others.
Current workplace
Drew Serres's current company
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4 roles
Drew Serres work experience
A career timeline built from the work history available for this profile.
Registered Client Service Associate
CurrentCorient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed.
Mar 2024 - Present
Wealth Management Client Associate
Jul 2021 - Mar 2024
Finance Administrator
Jun 2018 - Jul 2021
2 education records
Drew Serres education
Bachelor Of Business Administration - Bba, Finance, General
University Of Washington Bothell
Associate Of Arts - Aa, Business Administration And Management, General
Edmonds College
FAQ
Frequently asked questions about Drew Serres
Quick answers generated from the profile data available on this page.
What company does Drew Serres work for?
Drew Serres works for Corient.
What is Drew Serres's role at Corient?
Drew Serres is listed as Associate Wealth Planner at Corient.
What is Drew Serres's email address?
AeroLeads has found 1 work email signal at @ml.com for Drew Serres at Corient.
Where is Drew Serres based?
Drew Serres is based in Greater Seattle Area, United States, United States while working with Corient.
What companies has Drew Serres worked for?
Drew Serres has worked for Corient, Merrill Lynch, and Kens Pool Service.
How can I contact Drew Serres?
You can use AeroLeads to view verified contact signals for Drew Serres at Corient, including work email, phone, and LinkedIn data when available.
What schools did Drew Serres attend?
Drew Serres holds Bachelor Of Business Administration - Bba, Finance, General from University Of Washington Bothell.
What skills is Drew Serres known for?
Drew Serres is listed with skills including Microsoft Word, Quickbooks, Finance, Administrative Assistance, Microsoft Excel, and Microsoft Office.
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