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Carrie Serocki

Director Of Technology & Practice Development at WestPoint Financial Group

Carrie Serocki has extensive experience in the financial industry, having worked at various companies in different roles. Carrie is currently serving as the Director of Technology & Practice Development at WestPoint Financial Group since August 2019. Prior to this, they worked as the Business Development Director at Financial Solutions Group Wealth & Risk Management Services, where they played a crucial role in supporting the Managing Partner and the Leadership team by focusing on internal projects and initiatives. Carrie also served as the Business Resource Facilitator at MetLife Premier Client Group of Wisconsin and the Upper Peninsula, acting as a liaison with regional support departments and overseeing recruiting, onboarding, marketing, and training project plans. Earlier in their career, they worked as the Marketing Director at New England Financial, A MetLife Company, where they collaborated with advisors to develop marketing strategies and promote the firm's brand.

Carrie Serocki completed their education history with an Associate's degree in Business Administration and Management, General from Milwaukee Area Technical College, which they acquired from 1994 to 1996. Before that, they attended the University of Wisconsin-Parkside between 1993 and 1994, although no specific degree or field of study is specified. Carrie also obtained a diploma from Cudahy High School from 1989 to 1993.

Location

Milwaukee, United States

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WestPoint Financial Group

Our mission at WestPoint Financial Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business. Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct. WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Our core office locations are in the following areas: Chicago, IL Downers Grove, IL Peoria, IL Cincinnati, OH Columbus, OH Fort Wayne, IN Indianapolis, IN Merrillville, IN Lexington, KY Louisville, KY Madison, WI Milwaukee, WI Visit us at http://www.westpointfinancialgroup.com/