A chat with Serina

What made you want a career in finance?

I didn’t always want a career in Finance.  My undergraduate and graduate degrees are in Higher Education.  So, what I really like is educating people and helping them achieve success.  I have the opportunity to do that every day at Signature when I work with the firm’s clients to help them manage their assets and simplify their lives. 

What do you like best about being a part of SFP family?

There is a strong sense of camaraderie between the employees here at Signature.  We truly care about one another, help each other and work together to help ourselves and our firm become the best they can be. 

On a professional level, what are your biggest accomplishments?

When I first started at Signature I realized that there was a lot I could bring to the table from a client service and operations standpoint.  I implemented policies and procedures to streamline processes and help the firm work more efficiently.  As I have grown in my role as Director of Client Services I have also taken the opportunity to create a networking group with other female professionals to further expand my knowledge and work with others in the community.  My continued progression at the firm and advancement in my career is something that I am very proud of.  I have a clear vision of where my career is headed and I am excited about the many accomplishments yet to come.

What do you love to do outside of work?

Family time is very important to me.  I have a large family and I love spending as much time as possible with my six sisters and twelve nieces and nephews.

What are you passionate about in your personal life?

I try to exercise as much as possible.   I have participated in numerous races and marathons, and derive a great sense of personal satisfaction from competing in these events.  In addition, I also enjoy fundraising for non-profits as a participant in these events, which adds another layer of enjoyment.                                                                                      

What is your most memorable travel experience?

A few years ago I traveled to Ireland with my mother and two sisters.  Our family heritage is Irish, and my mother had always wanted to visit the country.  We had an amazing time touring through the towns, learning about our country of origin and spending time together as a family.

Serina Green

Serina joined Signature Financial Planning in 2014 as a Client Services Manager.  She serves as the liaison between our valuable clients and their advisors.  In this role, Ms. Green is responsible for all account administrative services and client communication.  Serina also coordinates and maintains the electronic data flow between our strategic partners and our office.  Ms. Green came to us from State Farm Insurance, where she was an insurance agent and office manager.

Serina earned a B.S. in Elementary Education and a Masters degree in Instructional Technology at Robert Morris University.  She is licensed as a financial service representative with NFP Advisor Services, LLC and insurance licensed in the state of Pennsylvania.  Ms. Green is also a notary public. 

A Pittsburgh native, Serina currently resides in Point Breeze.