Gerardo Serra in

Gerardo Serra

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Executive Director, Financial Advisor, International Client Advisor at Morgan Stanley
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
26 Years
Current Role
Executive Director, Financial Advisor, International Client Advisor
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Gerardo shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gerardo cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2014
Executive Director, Financial Advisor, International Client Advisor
Morgan Stanley
1-2012 - 12-2012
External Senior Consultant
FTI Consulting
1-2010 - 9-2010
Head Trader & Treasurer
Maximiza Casa de Bolsa
6-2003 - 12-2007
Head Trader & Treasurer
U21 Casa de Bolsa
3-1998 - 3-2003
Treasury Associate Trader
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
B/MA
Fordham University
BS
Universidad Central de Venezuela
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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