Serena Roybal

Serena Roybal

Client Services Representative @ Ally

About Serena Roybal

Serena Roybal is a Client Services Representative at Ally and the Executive Director of Online Learning at Speak Happiness. She has a diverse background in finance and education, holding a PhD in English Literature from The University of New Mexico.

Current Roles at Speak Happiness and Ally

Serena Roybal is currently serving as the Executive Director of Online Learning at Speak Happiness and as a Client Services Representative at Ally. She began her roles in 2021. Serena’s engagement in these positions highlights her expertise in client interaction and online education.

Professional Experience at Stifel Financial Corp.

From 2018 to 2021, Serena Roybal worked at Stifel Financial Corp. as a Registered CSA in Savannah, GA. During this three-year tenure, she contributed to financial services operations, utilizing her extensive background in client relations and customer service.

Tenure at Cetera Advisor Networks, LLC

Serena Roybal had a significant career at Cetera Advisor Networks, LLC, where she served as Regional Director and Registered Principal from 1998 to 2018. Across these two roles, she spent a cumulative 25 years with the company, overseeing regional operations and ensuring regulatory compliance.

Long-Term Leadership at BAR Financial, LLC

At BAR Financial, LLC, Serena Roybal worked as Vice President from 1998 to 2018, bringing two decades of leadership experience. In this role, she directed various financial initiatives and played a pivotal part in the company’s strategic development.

Educational Background in Literature

Serena Roybal's academic foundation is in literature. She holds a PhD in English Literature from The University of New Mexico, completed between 1993 and 1999. Additionally, she earned an MA in Comparative Literature from the same institution from 1990 to 1992. She also has a BA in English/Spanish from Trinity University, achieved between 1986 and 1990.

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