Carl Serra

Finance Specialist @Priority Capital Partners, Inc.

Peabody, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2015 — Present

Finance Specialist @Priority Capital Partners, Inc.

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Structure and facilitate credit products for small and mid-cap businesses to address Capex, dividend finance, and inventory needs.• Cultivate and develop a portfolio of prospective clients• Identify and execute business financial strategies for each individual client situation• Manage short-term capital injections on behalf of clients and charter banks• Emplacement of company goals and growth strategy as a function of department collaboration

EDUCATION

2009 — 2013

Salem State College

Bachelor of Business Administration (B.B.A.)

SKILLS

Customer ServiceBalance SheetAccount ManagementFinancial AccountingAccounts ReceivableAccounts PayableForecastingClient RepresentationRetailGolfTreasury ManagementInvestment StrategiesMicrosoft OfficeGreat Plains SoftwareCorporate FinanceFinancial ModelingFinancial AnalysisInvestmentsFinance

ABOUT CARL SERRA

Dedicated accounting and finance professional with comprehensive range of experiences in…

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Carl Serra — Finance Specialist at Priority Capital Partners, Inc. in Peabody, MA, US | Unifers