Roy Serruto, Jr., Mpa, Msm, Crpc®
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Roy Serruto, Jr., Mpa, Msm, Crpc® Email & Phone Number

Investment Professional - Real Estate Investments at Nationwide Insurance | President & Co-Founder of Tesla Owners Club of Columbus, Ohio Inc. at Nationwide
Location: Columbus, Ohio, United States 8 work roles 3 schools
1 work email found @rssjproperties.com 11 phones found area 937, 865, 740, 614, 718, and 203 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 11 phones

Work email r****@rssjproperties.com
Direct phone (937) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Nationwide
Role
Investment Professional - Real Estate Investments at Nationwide Insurance | President & Co-Founder of Tesla Owners Club of Columbus, Ohio Inc.
Location
Columbus, Ohio, United States
Company size
10 employees

Who is Roy Serruto, Jr., Mpa, Msm, Crpc®? Overview

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Quick answer

Roy Serruto, Jr., Mpa, Msm, Crpc® is listed as Investment Professional - Real Estate Investments at Nationwide Insurance | President & Co-Founder of Tesla Owners Club of Columbus, Ohio Inc. at Nationwide, a company with 10 employees, based in Columbus, Ohio, United States. AeroLeads shows a work email signal at rssjproperties.com, phone signal with area code 937, 865, 740, 614, 718, 203, and a matched LinkedIn profile for Roy Serruto, Jr., Mpa, Msm, Crpc®.

Roy Serruto, Jr., Mpa, Msm, Crpc® previously worked as Investment Professional at Nationwide and Consultant, Business Development - Investment Management at Nationwide. Roy Serruto, Jr., Mpa, Msm, Crpc® holds Master Of Science - Ms, Management from The American College Of Financial Services.

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Email format at Nationwide

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{first}@rssjproperties.com
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AeroLeads found 1 current-domain work email signal for Roy Serruto, Jr., Mpa, Msm, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Roy Serruto, Jr., Mpa, Msm, Crpc®

An accredited professional with over 15 years’ experience in Investment Management, Wealth Management and Private Client Banking. Holding the Chartered Retirement Plan Counselor (CRPC) and Accredited Investment Fiduciary (AIF) professional designations along with the Series 7 securities license. I am a graduate of Leadership Columbus, Class of 2017, The American College of Financial Services where I was 1 of 15 Nationwide employees selected for a Master’s of Science in Management degree program, the University of Dayton where I earned a second Master’s Degree in Public Administration and the University of Tennessee where I earned a Bachelor’s degree in Political Science. I am extremely honored to have won both the Columbus Business First's 2013 Top Forty Under 40 and the Dayton Business Journal’s 2011 Top Forty Under 40 awards.

Listed skills include Financial Planning, Retirement Planning, Investments, Insurance, and 45 others.

Current workplace

Roy Serruto, Jr., Mpa, Msm, Crpc®'s current company

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Nationwide
Nationwide
Investment Professional - Real Estate Investments at Nationwide Insurance | President & Co-Founder of Tesla Owners Club of Columbus, Ohio Inc.
1 Nationwide Columbus, Ohio 43210 United States
Website
nationwidefinancial.com
Employees
10
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8 roles

Roy Serruto, Jr., Mpa, Msm, Crpc® work experience

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

Investment Professional

Current
Nationwide

US

Part of the Commercial Mortgage Loan (CML) origination team in Real Estate Portfolio Management within the Office of Investments. Perform underwriting and due diligence analysis for the origination of new CMLs in New York, Illinois, Maryland, Washington DC-Northern Virginia, Georgia, Alabama, Tennessee and Arizona.

Sep 2022 - Present

Consultant, Business Development - Investment Management

Nationwide

US

Supported two business lines working within the Investment Management Group under Nationwide Financial:Retirement Solutions (Retirement Plans Business) - Investment expert for Nationwide Collective Investment Trust’s (“CITs”) and Nationwide funds - Help drive sales into Nationwide CIT’s and Nationwide funds, collaborate on new product development, and.

Nov 2016 - Sep 2022

President & Co-Founder

Current
Tesla Owners Club Of Columbus, Ohio Inc.
  • One of two officially recognized Tesla groups in the state of Ohio.
  • Coordinates meet ups, teaching sessions and events
  • Act as the group administrator for the facebook page
  • The group provides updates, tips, service experiences, meet-and-greets and accelerates the world’s transition to sustainable energy.
Apr 2018 - Present

Chief Executive & Owner

Current
Rssj Properties, Llc.
  • RSSJ Properties, LLC, was started to provide high quality rental options for single families in the Dayton Ohio area.
  • Four generations of family experience in property management and real estate development we strive to provide exceptional service, amenities, innovative apartment rental designs with unmatched customer service.
Jul 2011 - Present

Vice President, Investment Advisor

Pnc Wealth Management

Pittsburgh, Pennsylvania, US

  • Consult with clients to develop an investment policy statement defining the investment strategy for high net worth clients ($1,000,000 - $20,000,000 in investable assets)
  • Construct and execute a broad based investment portfolio
  • Monitor and implement recommended portfolio changes and conduct periodic investment meetings with clients
  • 2016 Market All-Stars award which honors the Best of the Best within the region and across all lines of business. Only Columbus Wealth Management Investment Advisor selected
  • Interview and hire annual summer intern
Jan 2013 - Nov 2016

Officer, Licensed Private Client Group Relationship Manager

Pnc Wealth Management

Pittsburgh, Pennsylvania, US

  • Managed a book of 350 to 400 households, develop new customers, and coordinate with different lines of business to capitalize on sales opportunities.
  • 2012 Top Producer, multiple quarters Chairman Circle Growth Award Winner, based off revenue growth.
  • 2012 Market All-Stars Award Winner - Only Private Client Group Relationship Manager (PCGRM) selected for the award for the Central Ohio Region (Columbus, Dayton, and Akron), out of approximately 35 in the area.
  • Top Home Equity Lending Relationship Manager, Columbus market, 2012.
  • Top referring Private Client Group Relationship Manager to Wealth Management and top New to Bank Relationship Manager in Columbus for 2012 out of approximately 15 PCGRM’s.
  • Featured on the company-wide Intranet for developing and implementing a financial plan saving the client over $2,000 a month, resulting in the client avoiding bankruptcy, and saving the family business (February 2012)..
Jul 2011 - Jan 2013

Senior Registered Client Service Associate

Ubs Wealth Management

Zurich, CH

  • 6+ years company experience, promotion based on annual performance, certifications and work ethic
  • Doubled senior Financial Advisor revenue in three years through contributions in account management, financial plan development, trades, selling banking products and superior customer service
  • Recognized as “Top 5%” Client Service Associate in 2010 based on annual performance review
  • Series 7, Series 31, Series 63, Series 66, Life and Variable Products Insurance License, State of Ohio Notary Public and the Charted Retirement Planning Counselor Professional Designation (CRPC®)
  • Efficiently manage work flow and processes for multiple financial advisor teams
Mar 2011 - Jul 2011

Registered Client Service Associate

Ubs Wealth Management

Zurich, CH

  • Wealth Advisor training for High Net worth Clients
  • Developed and implemented a successful service matrix to manage over $100,000,000 in assets and $1,000,000 in revenue
  • Developed individualized financial plans for clients and prospects (2009 and 2010 branch financial plan team award winner)
  • Manage customer relations for multiple financial advisor teams
  • Selected for the 2011 Branch “Give Back” committee
  • Sell and process credit lines to eligible clients to enhance customer loyalty (Regional credit line leader, 1st place, 2009, Great Lakes Regional credit line leader, 2009, Regional credit line leader, 1st place in.
Jun 2005 - Jul 2011
Team & coworkers

Colleagues at Nationwide

Other employees you can reach at nationwidefinancial.com. View company contacts for 10 employees →

MC Mona Clifton Mona Clifton Colleague at Nationwide Columbus, Ohio Metropolitan Area, United States View → LB Lena Brown-Smith, Lutcf Lena Brown-Smith, Lutcf Colleague at Nationwide Greensboro, North Carolina, United States, United States View → BM Bob Meikle Bob Meikle Colleague at Nationwide Granville, Ohio, United States, United States View → DS Dave Sarmir Dave Sarmir Colleague at Nationwide Flemington, New Jersey, United States, United States View → AP Alex Popesco Alex Popesco Colleague at Nationwide Columbus, Ohio, United States, United States View → PB Parker Boron Parker Boron Colleague at Nationwide Columbia, Missouri, United States, United States View → RM Raymond Maniscalco Raymond Maniscalco Colleague at Nationwide Wilmington, Delaware, United States, United States View → BZ Barb Zupan Barb Zupan Colleague at Nationwide Lakewood, Ohio, United States, United States View → MM Michael Maynard Msm, Alhc® Michael Maynard Msm, Alhc® Colleague at Nationwide Columbus, Ohio Metropolitan Area, United States View → JS Janette Seglund Janette Seglund Colleague at Nationwide Chester, Maryland, United States, United States View →
3 education records

Roy Serruto, Jr., Mpa, Msm, Crpc® education

Master Of Science - Ms, Management

The American College Of Financial Services

Masters, Public Administration

University Of Dayton

Bachelors, Political Science

University Of Tennessee, Knoxville
FAQ

Frequently asked questions about Roy Serruto, Jr., Mpa, Msm, Crpc®

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

What company does Roy Serruto, Jr., Mpa, Msm, Crpc® work for?

Roy Serruto, Jr., Mpa, Msm, Crpc® works for Nationwide.

What is Roy Serruto, Jr., Mpa, Msm, Crpc®'s role at Nationwide?

Roy Serruto, Jr., Mpa, Msm, Crpc® is listed as Investment Professional - Real Estate Investments at Nationwide Insurance | President & Co-Founder of Tesla Owners Club of Columbus, Ohio Inc. at Nationwide.

What is Roy Serruto, Jr., Mpa, Msm, Crpc®'s email address?

AeroLeads has found 1 work email signal at @rssjproperties.com for Roy Serruto, Jr., Mpa, Msm, Crpc® at Nationwide.

What is Roy Serruto, Jr., Mpa, Msm, Crpc®'s phone number?

AeroLeads has found 11 phone signal(s) with area code 937, 865, 740, 614, 718, 203 for Roy Serruto, Jr., Mpa, Msm, Crpc® at Nationwide.

Where is Roy Serruto, Jr., Mpa, Msm, Crpc® based?

Roy Serruto, Jr., Mpa, Msm, Crpc® is based in Columbus, Ohio, United States while working with Nationwide.

What companies has Roy Serruto, Jr., Mpa, Msm, Crpc® worked for?

Roy Serruto, Jr., Mpa, Msm, Crpc® has worked for Nationwide, Tesla Owners Club Of Columbus, Ohio Inc., Rssj Properties, Llc., Pnc Wealth Management, and Ubs Wealth Management.

Who are Roy Serruto, Jr., Mpa, Msm, Crpc®'s colleagues at Nationwide?

Roy Serruto, Jr., Mpa, Msm, Crpc®'s colleagues at Nationwide include Mona Clifton, Lena Brown-Smith, Lutcf, Bob Meikle, Dave Sarmir, and Alex Popesco.

How can I contact Roy Serruto, Jr., Mpa, Msm, Crpc®?

You can use AeroLeads to view verified contact signals for Roy Serruto, Jr., Mpa, Msm, Crpc® at Nationwide, including work email, phone, and LinkedIn data when available.

What schools did Roy Serruto, Jr., Mpa, Msm, Crpc® attend?

Roy Serruto, Jr., Mpa, Msm, Crpc® holds Master Of Science - Ms, Management from The American College Of Financial Services.

What skills is Roy Serruto, Jr., Mpa, Msm, Crpc® known for?

Roy Serruto, Jr., Mpa, Msm, Crpc® is listed with skills including Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Customer Relations, Equities, and Powerpoint.

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