Years of experience: 17
TechnologyScrumInsuranceKanbanInvestment ManagementGovernment & Public Services
Trust Score
Exceptionally trusted; proven professional excellence.
Serita's Career Path
Apr. 2024 -Present
Prudential AdvisorsFinancial Planner
Greater Indianapolis• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on strategies for the potential hidden risks that may disrupt...
Jan. 2024 -Present
The Docs Agency, LLCAgency Director
Greater IndianapolisAs an experienced agency owner, I understand the intricate challenges of navigating background screening requirements in regulated industries. With a deep knowledge of compliance standards and a commitment to excellence, I ensure that every step of the screening process is thorough, efficient, and aligned with industry regulations. My goal is to help organizations make informed hiring decisio...
Sep. 2022 -Apr. 2024
Prudential FinancialManager, Treasury Transfomation