Serena H
Head of the Americas, Client Account Management at Masttro | New York, New York, United States
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Head of the Americas, Client Account Management at Masttro in February 2024 to Present
Senior Enterprise Account Manager at Addepar in November 2019 to October 2023
Director of Account Management at Solovis, Inc. in August 2018 to June 2019
Customer Success/Account Management at Solovis, Inc. in November 2017 to August 2018
Business Development Director at Madrone Software & Analytics in May 2015 to November 2017
Vice President - Institutional Client Business at BlackRock in January 2009 to January 2014
Senior Client Relationship Associate - Americas Institutional Business at BlackRock in January 2007 to January 2009
Senior Financial Analyst - Investments & Benefit Finance at Pacific Gas & Electric in January 2005 to January 2007
Senior Analyst/Accounting Analyst at Pacific Gas & Electric in January 2003 to January 2005
Senior Auditor at Ernst & Young in January 1999 to January 2003
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University of California, Berkeley, Haas School of Business, Bachelor of Science (BS)
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Team Management
Team Leadership
Collaborative Problem Solving
Business-to-Business (B2B)
Communication
Problem Solving
Strategic Relationships
Customer Satisfaction
Consultative Approach
Sales Processes
Product Adoption
Negotiation
User Experience (UX)
Chartered Financial Analyst
Data Aggregation
Consultative Selling
SaaS Sales
Software as a Service (SaaS)
Digital Assets
Blockchain
Software Sales
New Business Development
Beta Testing
Product Evangelism
Account Management
Strategic Thinking
Client Centered
Cross-team Collaboration
Data Analysis
Technical Proficiency
Investments
Institutional Investments
CRM
Asset Managment
Pensions
ETFs
Asset Management
Finance
Strategy
Hedge Funds
FINRA SERIES 7
FINRA SERIES 63
NFA SERIES 3
Management
Equities
Alternative Investments
Financial Analysis
Investment Management
Fixed Income
Asset Allocation
Series 7
Financial Modeling
Customer Relationship Management (CRM)
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Discover more about MasttroWhat company does Serena H work for?
Serena H works for Masttro
What is Serena H's role at Masttro?
Serena H is Head of the Americas, Client Account Management
What is Serena H's personal email address?
Serena H's personal email address is se****[email protected]
What is Serena H's business email address?
Serena H's business email address is serena.h@***.***
What is Serena H's Phone Number?
Serena H's phone (212) ***-*914
Serena H Email Addresses
Serena H Phone Numbers
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