Executive Director | Financial Advisor | Client Advisor@ Morgan Stanley
New York City Metropolitan Area
Gerardo Serra
GET FULL PROFILE 
Universidad Central de Venezuela
Real-Time AI Research
FlashIntel GPT
Tell me more about Gerardo Serra?
FlashIntel GPTGerardo Serra is a highly experienced Financial Services professional with over twenty-five years of experience. He has worked at Morgan Stanley, specializing in working with Domestic and International High Net Worth Individuals & Families, and Single & Multi Family Offices. Gerardo's expertise lies in Portfolio & Risk Management, ample product offering, and exemplar execution. He is known for his strong client relationships and his focus on Portfolio & Risk Management. Gerardo is dedicated to putting his clients' interests first and focuses on Portfolio & Risk Management, ample product offering, and exemplar execution.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Gerardo offers over twenty-five years of seasoned Financial Services experience, at Morgan Stanley his main focus is working with Domestic and International High Net Worth Individuals & Families, and Single & Multi Family Offices, with an objective of building strong relationships by understanding their concerns, needs and goals. The foundation of his practice is the special level of service he offers clients combined with a focus on Portfolio & Risk Management, ample Product Offering, and exemplar Execution. Gerardo always puts his clients’ interests first.Areas of Focus:Portfolio ManagementAsset Allocation StrategiesDomestic & International Equities, Rates and Credit Markets Derivatives & CommoditiesForeign Exchange
...See MoreWork Experience
Executive Director | Financial Advisor | Client Advisor
Financial Services
Gerardo Serra's Professional Milestones
- Treasury Associate Trader (1998-03-01~2003-03-01): Building strong relationships with clients to maximize returns and maximize returns.
- Executive Director | Financial Advisor | Client Advisor (2014-01-01~): Supporting the company in optimizing profitability through strategic planning and effective client advice.
Education
Economics
Skill
Mathematics
Positioning
International Business
Booking Systems
Market
Pools
Foreign Currency
Books
Strategist
Brokerage
Consideration
Derivatives
P&l Functions
Finance
Policy Development
Structure
Foreign Exchange
Market Making
Miami
Introducing
Money Market
Sales And Marketing
Liability
Segmentation
Financial Background
Regulatory Compliance
Florida
Management
Financial Statements
Funding
Resume
Spanish
Synthetic
Information Systems
Public Speaking
Accounting
Methodology
Agenda
Daily Operations
Portfolio Management
Forecasting
System
Staff Management
International Standards
Reports
Strategy
Strategies
Budgeting
Emerging Markets
Corporations
Risk Management
Founding
Offshore
Policy
Market Risk
Venezuela
Reporting
Stakeholders
Capital
Fast Paced Environments
Board Of Directors
International Level
Equity Trading
P&l
Economics
Fixed Income
Manhattan
Shareholders
Managerial Finance
Communication
Strategic Planning
Institutions
Operations
Holding Companies
Forward Thinking
Liquidity
Alco
Project Planning
Contractual Agreements
At Risk
Investment Banking
Market Share
Services
Designations
Covering
Presentations
Hedging
Yield
Responsibility
Internal Audit
Policies And Procedures
Var
Banking
International
On Shore
Google Groups
Portfolio
Branches
Start Ups
Dynamic Leader
New York
Investments
Academic
Deadline Driven
Credentials
Global Marketing
Financial Services
Business Process Management
High Net Worth Individuals
Fx Options
Panama
Cash
Asset
Financial Analysis
Market Analysis
Treasury
Back Office
Budgets
Financial Transactions
Business Strategy
Risk
Trading
Customer Base
Mergers And Acquisitions
Liabilities
Convenience
Accounting System
Traders
Securities
Dealers
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Gerardo Serra
Frequently asked questions
We found 4 Gerardo Serra's email addresses
We found 2 Gerardo Serra's phone numbers
Gerardo Serra works for Morgan Stanley
Gerardo Serra's role in Morgan Stanley is Executive Director | Financial Advisor | Client Advisor
Gerardo Serra works in the industry of Financial Services
Gerardo Serra's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Joshua Rounds,Roystone Patrick Dias
Gerardo Serra's latest job experience is Executive Director | Financial Advisor | Client Advisor at Morgan Stanley
Gerardo Serra's latest education in Universidad Central de Venezuela
