Serena Crawford

Vice President- Client Service Manager

Role
Mlwm Client Service Manager at Merrill Lynch
Location
Chandler, AZ, US
LinkedIn followers
500 followers

About Serena Crawford

Experienced financial services leader with FINRA Series 7, 66, 24, and 9/10 registrations.

Experience

  1. Mlwm Client Service Manager

    Merrill Lynch

    Apr 2024 — Present · Chandler, AZ, US

Education

  • University of Phoenix

    Bachelor's Degree

    2001 — 2003

  • University of Phoenix

    Masters of Business Administration, MBA

    2008 — 2010

Skills

  • Banking
  • Risk Management
  • Selling
  • Loans
  • Account Management
  • Uniform Combined State Law
  • Mortgage Lending
  • Editing
  • Call Center
  • Credit
  • Coaching
  • Leadership
  • Call Centers
  • Team Building
  • Financial Services
  • Crm
  • Networking
  • Life Insurance
  • Finance
  • Retail Banking
  • Sales
  • Financial Analysis
  • Series 66
  • Direct Sales
  • Relationship Management
  • Small Business
  • Customer Retention
  • Customer Service
  • Series 7
  • Marketing
  • Training
  • Customer Satisfaction
  • Insurance
  • New Business Development
  • Creative Problem Solving
  • Investments

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Serena Crawford — Email, Phone Number & Contact Info | Unifers