Roberto (Rob) Serrano is a Senior Manager at Capital One, where they lead Project Management on the Market Operations, Strategy, & Advocacy team. With over 25 years of experience in the Financial Services industry, they possess extensive expertise in senior management, operations, investments, insurance, banking, and financial planning. Prior to their current role, they served as a Certified Financial Planner at Castleview Partners and as Vice President, Operations Manager at Bank United Investment Services / Atlantic Capital Advisors. Roberto holds a Bachelor's degree in Management from Florida International University and completed the CFP Accelerated Program at Barry University. Their mission is to leverage leadership and innovation skills to enhance value propositions and impact.
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