John Serna, CFP®, is the Vice President of Risk & Controls at Citi Global Wealth, bringing extensive experience in financial services and compliance. They previously held roles as Vice President at Citi Personal Wealth Management and as a Financial Advisor at JPMorgan Chase & Co. With a strong educational background, John obtained a Bachelor of Arts from Northern Illinois University. They are a Registered Options Principal and hold multiple FINRA licenses, showcasing their expertise in investment and advisory practices.
Location
United States
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