Preston Serra
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Preston Serra Email & Phone Number

Private Wealth Associate at Alliance Bernstein at AllianceBernstein
Location: Jupiter, Florida, United States 10 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Role
Private Wealth Associate at Alliance Bernstein
Location
Jupiter, Florida, United States
Company size

Who is Preston Serra? Overview

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Quick answer

Preston Serra is listed as Private Wealth Associate at Alliance Bernstein at AllianceBernstein, a company with 4615 employees, based in Jupiter, Florida, United States. AeroLeads shows a matched LinkedIn profile for Preston Serra.

Preston Serra previously worked as Private Wealth Associate at Alliancebernstein and Finance & AccountingTutor at Automatic Tutoring. Preston Serra holds Bachelor'S Degree, Finance, General from University Of Florida.

Company email context

Email format at AllianceBernstein

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AllianceBernstein

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Profile bio

About Preston Serra

Hi! I'm Preston, a recent graduate from the University of Florida in the Warrington College of Business with a Bachelor's Degree in Finance. I am from South Florida and am excited to find a career back home. I have a passion for problem-solving, and I am excited to explore the Financial Sector and learn about emerging trends in the market. I have past experience with Consulting and Sales. You can contact me at Prestonserra7@gmail.com. I am currently looking for full time opportunities.

Listed skills include Leadership, Team Building, Powerpoint Development, Building Internal And External Relationships, and 33 others.

Current workplace

Preston Serra's current company

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AllianceBernstein
Alliancebernstein
Private Wealth Associate at Alliance Bernstein
new york, new york, united states
Website
Employees
4615
AeroLeads page
10 roles

Preston Serra work experience

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

Private Wealth Associate

Current

West Palm Beach, Florida, United States

Jul 2024 - Present

Finance & Accountingtutor

Current
Automatic Tutoring

Gainesville, Florida, United States

Provided one-on-one guidance to students in understanding complex financial concepts, resulting in improved grades and confidenceDemonstrated expertise in financial analysis and decision-making processes, equipping students with valuable skills for academic and professional success

Sep 2023 - Present

Supervisor Of Sports Programs

Gainesville, Florida, United States

Cultivate interpersonal relationships with supervisors to maintain and ensure a safe and efficient game environment for the participantsEstablish and enforce protocols to guarantee all athletes are given the opportunity to participate in a fair game

Aug 2022 - Jan 2024

Finance Automation Intern

Miami, Florida, United States

Implemented and optimized financial automation processes for clients, resulting in increased efficiency and reduced manual errorsFacilitated meeting with clients in integrating finance automation tools with existing ERP systems, enabling smooth data flow and real time insightsDesigned and executed a comprehensive plan for an office-wide fundraiser.

Jun 2023 - Aug 2023

Sponsorships Captain

Gainesville, Florida, United States

Corresponded with local businesses to receive monetary or in-kind donations to raise awareness of our organization. Established relationships with these businesses to maintain their support over the course of multiple years.

Sep 2021 - Mar 2023

Pwc Remote Extern

Becoming familiar with the vision, mission, and work of LEAF as well as learning about some models of lean impact measurement.Analyzing other organizations in the college access and success space to create market maps.Identifying organizations functioning in a similar space and conducting 5 comparative analysis's based on the value proposition, impact, and.

Sep 2022 - Nov 2022

External Philanthropy Chair

Gainesville, Florida, United States

Communicate with the chapter of 155 brothers to get participation in 18 philanthropy events throughout the school year. Collaboration with members of the finance team to ensure payment of the philanthropy was conducted in a timely manner. Communicate with the members of panhellenic the members of our chapter that will be participating in the sororities.

Jan 2022 - Nov 2022

Member

Gainesville, Florida, United States

Contributed to workshop events and performed a capstone speech at the end of the five-month program in regard to my leadership styleDeveloped the organization’s core values including Modeling the Way, Inspire a Shared Vision, Challenge the Process, Enable Others to Act, and Encouraging the Heart through weekly meetings.

Aug 2021 - Dec 2021

Mentee

Gainesville, Florida, United States

In this development program during my time freshman year, I was paired with an upper classman within the Business School at UF who was able to share mentorship and advice on how to succeed at UF. We conducted weekly meetings and I was able to develop my networking, communication, and leadership skills.

Jan 2021 - May 2021

Assistant Basketball Coach

Jupiter, Florida, United States

Conducted weekly practices for a Youth Recreational Basketball Team, instilling basketball schemes and developing basketball skills in preparation for our weekly games. Communicated with the parents of the 12 members of the team to get their support during practices, games, and fundraisers.

Nov 2019 - Feb 2020
Team & coworkers

Colleagues at AllianceBernstein

Other employees you can reach at abglobal.com. View company contacts for 4615 employees →

2 education records

Preston Serra education

Bachelor'S Degree, Finance, General

Activities and Societies: Sigma Phi Epsilon, Business Undergraduate Mentorship ProgramMinors in Economics & Wealth Management

International Baccaulauret

Activities and Societies: Cross Country, Basketball, National Honor Society, Basketball CoachingIB Diploma Recipient

FAQ

Frequently asked questions about Preston Serra

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

What company does Preston Serra work for?

Preston Serra works for AllianceBernstein.

What is Preston Serra's role at AllianceBernstein?

Preston Serra is listed as Private Wealth Associate at Alliance Bernstein at AllianceBernstein.

Where is Preston Serra based?

Preston Serra is based in Jupiter, Florida, United States while working with AllianceBernstein.

What companies has Preston Serra worked for?

Preston Serra has worked for Alliancebernstein, Automatic Tutoring, Uf Recsports, Rsm Us Llp, and Dance Marathon At The University Of Florida.

Who are Preston Serra's colleagues at AllianceBernstein?

Preston Serra's colleagues at AllianceBernstein include Frank Caruso, Carolyn B., Matthew Clancy, Hanna Benig, and Kate Boe Cannella.

How can I contact Preston Serra?

You can use AeroLeads to view verified contact signals for Preston Serra at AllianceBernstein, including work email, phone, and LinkedIn data when available.

What schools did Preston Serra attend?

Preston Serra holds Bachelor'S Degree, Finance, General from University Of Florida.

What skills is Preston Serra known for?

Preston Serra is listed with skills including Leadership, Team Building, Powerpoint Development, Building Internal And External Relationships, Social Media, Basketball Coaching, Personal Development, and Health And Safety.

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