Adrian Serna
Executive Leader | Retail Banking Strategy | CRA & Regulatory Expertise | Strategic Banking & Planning | Market Expansion | Data-Driven Decision Maker
- Role
- VP, Retail Planning Distribution Cra Strategy at PNC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Adrian Serna
Strategic executive advisor and planning leader with deep expertise in strategy development, operational execution, financial modeling, and market optimization. Proven track record partnering with senior leadership and C-level executives to drive high-impact initiatives, align cross-functional teams, and deliver shareholder value. Recognized for leading the Retail CRA Modernization strategy, designing branch distribution playbooks, and implementing data-driven models, including a Return-to-Work framework commended by the American Banker Association. Trusted liaison skilled in managing board communications, stakeholder dynamics, and strategic priorities at the highest level.
Experience
VP, Retail Planning Distribution Cra Strategy
Jul 2023 — Present · Houston, TX, US
Led the CRA Strategy of 2,600+ branches and ATMs. Increased banking services in Low- and Moderate-Income (LMI) communities and ensuring regulatory compliance by Community Benefits Plan and the CRA Modernization.
Education
Universidad de Monterrey
BA
Skills
- Business Strategy
- Change Management
- Project Planning
- Supply Chain
- English
- Energy
- Contract Negotiation
- Budgets
- Planning
- Strategic Planning
- Corporate Finance
- Negotiation
- Team Leadership
- Supply Chain Management
- Business Process Improvement
- Strategy
- Business Development
- Management
- Forecasting
- Spanish
- Excel
- Analysis
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