Deidry Feliz Serrano

Operational leadership in wealth management: Deidry holds a Director/Manager of Operations role at Bolton Global Capital, indicating a current focus on managing and improving operational workflows within a boutique wealth management firm. datanyze

Broad Citi experience across client-facing and product roles: Prior roles at Citi include Wealth Management Credit Product Specialist (VP) and Sales Service & Support Manager (VP), reflecting experience across credit product specialization and sales/service management within a major financial institution. datanyze

Securities trading background from earlier career stage: From 2014 to 2017 Deidry worked as a Senior Securities Trader (AVP) at Citi International Financial Services, showing direct experience in trading and capital markets operations earlier in her career. employproof

Educational foundation from Puerto Rico: Deidry's listed academic credential is an Ingeniería degree from Universidad Politécnica de Puerto Rico, which is part of her publicly listed background. datanyze