Nayeli Serrano
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Nayeli Serrano Email & Phone Number

Auditor at WPS Health Solutions at WPS
Location: Omaha, Nebraska, United States 4 work roles 1 school
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Current company
WPS
Role
Auditor at WPS Health Solutions
Location
Omaha, Nebraska, United States

Who is Nayeli Serrano? Overview

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Quick answer

Nayeli Serrano is listed as Auditor at WPS Health Solutions at WPS, based in Omaha, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Nayeli Serrano.

Nayeli Serrano previously worked as Auditor at Wps and Financial Analyst at Orion Advisor Solutions. Nayeli Serrano holds Bachelor Of Science In Business Administration, Business Finance, Banking And Financial Markets, Investment Science And Portfolio Management from University Of Nebraska At Omaha.

Profile bio

About Nayeli Serrano

Graduated from the University of Nebraska at Omaha with a triple concentration in Business Finance, Banking, Financial Markets, Investment Science and Portfolio Management. My qualities include building good relationships with customers, strategic planning, prioritizing and working under pressure. Seeking employment opportunities to apply my abilities and skills.SpecialtiesProficient in Microsoft Offices (Word, Excel, Powerpoint) Strategic Planning Goal Setter

Listed skills include Leadership, Powerpoint, Public Speaking, Cultural Diversity, and 17 others.

Current workplace

Nayeli Serrano's current company

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WPS
Wps
Auditor at WPS Health Solutions
Omaha, NE, US
4 roles

Nayeli Serrano work experience

A career timeline built from the work history available for this profile.

Role listed

Wps

Omaha, NE, US

Auditor

Current
Wps
Aug 2020 - Present

Financial Analyst

Orion Advisor Solutions
  • Performed multiple audits for different databases to ensure information accuracy and to identify anyinconsistencies for investigation and resolution
  • Analyzed and updated cost basis tax lots for changes due to transactional adjustments and corporate action activities
Dec 2019 - Aug 2020

Financial Services Intern

Omaha, NE, US

  • Resolved all client inquiries proactively through the phone and email regarding account balances, stockmarket, and general service information
  • Worked across departments, including Investment Management Services, Margin Risk and AccountMaintenance on a variety of projects
  • Developed an investment strategy to compete in TD Ameritrade’s investment competition
Feb 2018 - Sep 2019
1 education record

Nayeli Serrano education

  • University Of Nebraska At Omaha
    University Of Nebraska At Omaha
    Investment Science And Portfolio Management
FAQ

Frequently asked questions about Nayeli Serrano

Quick answers generated from the profile data available on this page.

What company does Nayeli Serrano work for?

Nayeli Serrano works for WPS.

What is Nayeli Serrano's role at WPS?

Nayeli Serrano is listed as Auditor at WPS Health Solutions at WPS.

Where is Nayeli Serrano based?

Nayeli Serrano is based in Omaha, Nebraska, United States while working with WPS.

What companies has Nayeli Serrano worked for?

Nayeli Serrano has worked for Wps, Orion Advisor Solutions, and Td Ameritrade.

How can I contact Nayeli Serrano?

You can use AeroLeads to view verified contact signals for Nayeli Serrano at WPS, including work email, phone, and LinkedIn data when available.

What schools did Nayeli Serrano attend?

Nayeli Serrano holds Bachelor Of Science In Business Administration, Business Finance, Banking And Financial Markets, Investment Science And Portfolio Management from University Of Nebraska At Omaha.

What skills is Nayeli Serrano known for?

Nayeli Serrano is listed with skills including Leadership, Powerpoint, Public Speaking, Cultural Diversity, Self Confidence, Persistence, Teaching, and Microsoft Office.

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