Drew Serres

Drew Serres Email and Phone Number

Associate Wealth Planner @ Corient
Kirkland, WA, US
Drew Serres's Location
Greater Seattle Area, United States, United States
Drew Serres's Contact Details

Drew Serres personal email

n/a
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."

Drew Serres's Current Company Details
Corient

Corient

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Associate Wealth Planner
Kirkland, WA, US
Drew Serres Work Experience Details
  • Corient
    Associate Wealth Planner
    Corient
    Kirkland, Wa, Us
  • Corient
    Registered Client Service Associate
    Corient Mar 2024 - Present
    Miami, Us
    Corient 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 to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch Jul 2021 - Mar 2024
    New York, Ny, Us
  • Kens Pool Service
    Finance Administrator
    Kens Pool Service Jun 2018 - Jul 2021

Drew Serres Skills

Microsoft Word Quickbooks Finance Administrative Assistance Microsoft Excel Microsoft Office

Drew Serres Education Details

  • University Of Washington Bothell
    University Of Washington Bothell
    General
  • Edmonds College
    Edmonds College
    General

Frequently Asked Questions about Drew Serres

What company does Drew Serres work for?

Drew Serres works for Corient

What is Drew Serres's role at the current company?

Drew Serres's current role is Associate Wealth Planner.

What is Drew Serres's email address?

Drew Serres's email address is dr****@****ool.com

What schools did Drew Serres attend?

Drew Serres attended University Of Washington Bothell, Edmonds College.

What skills is Drew Serres known for?

Drew Serres has skills like Microsoft Word, Quickbooks, Finance, Administrative Assistance, Microsoft Excel, Microsoft Office.

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