Pablo Serna
Private Wealth Advisor - Director - BMO Wealth Management
- Role
- Private Wealth Advisor at BMO Wealth Management - U.S.
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Wealth Advisor
Oct 2025 — Present · Palo Alto, CA, US
Education
San José State University
Bachelor of Science
Skills
- Commercial Lending
- Banking
- Underwriting
- Credit
- Investment Properties
- Leadership
- Portfolio Management
- Loans
- Crm
- Mortgage Lending
- Refinance
- Wealth Management
- Loan Origination
- Management
- Finance
- Investments
- Mortgage Banking
- Insurance
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