Serena Roybal Rizzo
About Serena Roybal Rizzo
Serena Roybal Rizzo is a Client Services Representative at Ally and Executive Director of Online Learning at Speak Happiness, with a background in financial services and extensive academic credentials.
Current Position at Speak Happiness
Serena Roybal Rizzo currently holds the position of Executive Director, Online Learning at Speak Happiness since 2021. In this role, she is responsible for overseeing the development and implementation of online learning programs. Her work involves collaboration with educational professionals and the integration of innovative learning technologies.
Current Role at Ally
Since 2021, Serena has also been working as a Client Services Representative at Ally. She provides essential client services, ensuring customer satisfaction and maintaining client relationships. Her responsibilities include managing client inquiries and supporting financial transactions.
Previous Position at Stifel Financial Corp.
From 2018 to 2021, Serena worked at Stifel Financial Corp. as a Registered CSA in Savannah, GA. During her three-year tenure, she was involved in client service administration, supporting financial advisors, and facilitating customer service operations.
Career at Cetera Advisor Networks, LLC
Serena has significant experience at Cetera Advisor Networks, LLC, where she held multiple roles. From 2013 to 2018, she was a Regional Director, managing regional operations and supporting financial advisors. Additionally, from 1998 to 2018, she served as a Registered Principal, ensuring compliance and overseeing financial activities.
Long-Term Role at BAR Financial, LLC
For two decades, from 1998 to 2018, Serena was the Vice President at BAR Financial, LLC. In this role, she was involved in strategic planning, client relationship management, and operational supervision. Her long tenure reflects her strong capabilities and dedication to the firm's success.
Educational Background at The University of New Mexico
Serena pursued her higher education at The University of New Mexico. She earned a PhD in English Literature from 1993 to 1999, demonstrating an in-depth knowledge of literary studies. Additionally, she obtained an MA in Comparative Literature from 1990 to 1992, adding to her extensive academic qualifications.
Degree from Trinity University
Serena earned a BA in English/Spanish from Trinity University, where she studied from 1986 to 1990. This undergraduate degree provided her with a strong foundation in literary and language studies, which she later expanded with advanced degrees.