Drew Serres work email
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Drew Serres personal email
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."
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Associate Wealth PlannerCorientKirkland, Wa, Us -
Registered Client Service AssociateCorient Mar 2024 - PresentMiami, UsCorient 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. -
Wealth Management Client AssociateMerrill Lynch Jul 2021 - Mar 2024New York, Ny, Us -
Finance AdministratorKens Pool Service Jun 2018 - Jul 2021
Drew Serres Skills
Drew Serres Education Details
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University Of Washington BothellGeneral -
Edmonds CollegeGeneral
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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