Elaine Serbulov is a high-level expert, who works in Keybank main office of which is in 618. on the position of Vp, Senior Financial Planner, Key Private Bank from 2017. This person gained professional experience in more than five positions at various companies. Elaine Serbulov went to the Saint Joseph's University and was studying there from 2007 to 2008. Elaine has such professional qualifications as Certified Financial Planner. Huntingdon Valley, Pennsylvania is the area, where this expert was known to be settled. This professional's email address and phone are easily accessed through this website by request.
Name variants:
Alaine Serbulov,
Helaine Serbulov,
Ellie Serbulov,
Elly Serbulov,
Lainie Serbulov
Last updated Apr 16, 2024
Contact Information
Last Update
Jul 7, 2022
Email
es**@financialguide.com
Location
Huntingdon Valley, PA
Company
Workplace
Colleagues
Work History
Vp, Senior Financial Planner, Key Private Bank
127 Public Sq, Cleveland, OH 44114
from Mar 2017
Manager of Investor Relations and Communications
2929 Arch St, Philadelphia, PA 19104
Versa Capital is a private equity investment firm with over $1.4 billion of assets under management focused on control investments in special situations involving middle market companies. I ...
Apr 2012 — Jan 2016
Director of Financial Planning
Pennsylvania
Charged with expanding and managing fee-only financial planning practice. Provided leadership and acted as a subject-matter export to the Financial Advisors as they delivered wealth planning...
Mar 2011 — Apr 2012
Client Relationship Manager
Helped ultra high-net-worth entrepreneurs grow, manage, preserve and transfer their wealth for the benefit of their families and their communities by utilizing alternative investments and li...
2003 — 2009
Senior Investment Consultant
As a member of the Wealth Advisory Services Practice, served an integral part in providing sophisticated fee-only financial planning solutions and investment advisory services to corporate e...
Aug 1998 — Aug 2003
Education
Occupations
Executive
Vice President
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Manager
Investor
Chief Executive
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Investments
Asset Allocation
Portfolio Management
Investor Relations
Strategic Financial Planning
Asset Management
Financial Analysis
Wealth Management
Mutual Funds
Finance
Financial Planning
Investment Management
Estate Planning
Retirement Planning
Private Equity
Alternative Investments
Institutional Investments
Life Insurance
FAQs about Elaine Serbulov
What's the profession of Elaine Serbulov?
This professional's job is Vp, Senior Financial Planner, Key Private Bank
What are the profession of The professional?
These person's professions are Executive and Vice President
Where does Elaine Serbulov currently live?
Huntingdon Valley, Pennsylvania is the place where Elaine Serbulov lives
What is Elaine Serbulov's email?
Elaine Serbulov's email is es**@financialguide.com.
How many companies did Elaine Serbulov work at?
The professional worked at five jobs.
What education does Elaine Serbulov have?
Elaine studied at the Saint Joseph's University from 2007 to 2008.
Are there any professional certifications, that Elaine Serbulov has?
This professional received the following certifications: Certified Financial Planner.
What languages does Elaine Serbulov speak?
Elaine Serbulov speaks English and Russian.