Jodi Serpa
About Jodi Serpa
Jodi Serpa is a Client Service Manager in Private Wealth Management at CIBC, with extensive experience in financial services and early childhood education.
Current Position at CIBC
Jodi Serpa is currently serving as the Client Service Manager within the Private Wealth Management division at CIBC. She started in this role in 2021. Her responsibilities likely involve managing client relationships, providing tailored financial advice, and ensuring customer satisfaction within the realm of private wealth management.
Previous Roles at CIBC
Jodi Serpa has an extensive history with CIBC, having worked in various capacities within the company. Before her current role, she served as a Private Banking Associate from 2020 to 2021. Prior to that, she held the position of Financial Services Associate for a significant duration of 30 years, from 1990 to 2020. These roles would have involved providing comprehensive financial services, assisting clients with banking needs, and supporting the broader financial strategies of the firm.
Leadership at Tender Years Co-operative School Inc.
From 2005 to 2011, Jodi Serpa held the position of President at Tender Years Co-operative School Inc. In this capacity, she would have been responsible for overseeing the operations of the co-operative school, implementing policies, and ensuring the institution met its educational goals.
Academic Background in Early Childhood Education
Jodi Serpa attended the University of Guelph, where she studied Early Childhood Education and Teaching. She graduated with a Bachelor of Applied Science (B.A.Sc.) in 1994. Her studies would have provided a foundation in educational theories, childhood development, and teaching methodologies, which may have influenced her approach in her varied professional roles.