Roy Serruto
- Role
- Investment Professional at Nationwide
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Professional
Sep 2022 — Present
Part of the Commercial Mortgage Loan (CML) origination team in Real Estate Portfolio Management within the Office of Investments. Perform underwriting and due diligence analysis for the origination of new CMLs in New York, Illinois, Maryland, Washington DC-Northern Virginia, Georgia, Alabama, Tennessee and Arizona.
Skills
- Mutual Funds
- New Business Development
- Training
- Customer Service
- Securities
- Wealth Management
- Banking
- Credit
- Equities
- Powerpoint
- Series 7
- Social Media
- Relationship Management
- Strategic Financial Planning
- Fundraising
- Sales
- Insurance
- Alternative Investments
- Investment Strategies
- Microsoft Office
- Marketing
- Financial Analysis
- Mortgage Lending
- Asset Management
- Budgets
- Customer Relations
- Finance
- Financial Advisory
- Financial Planning
- Management
- Analysis
- Investments
- Budgeting
- Financial Services
- Loans
- Account Management
- Business Development
- Retirement Planning
- Series 63
- Asset Managment
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