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Joseph Richard Serrano has a diverse work experience in the insurance and consulting industry. Joseph Richard began their career as a Senior Associate at PwC, where they focused on transaction due diligence and technology strategy. Joseph Richard then joined Deloitte Consulting as a Strategy & Operations Manager, specializing in mergers and acquisitions as well as financial services strategy. Following that, Serrano worked at Bankers Insurance as the Vice President & General Manager, where they were responsible for P&L growth, business model design, and overall oversight. Currently, they are the President of CX Insurance Services, Inc., where they combine their expertise in specialty insurance with a unique approach to outsourcing.

Joseph Richard Serrano attended the Boston College Carroll School of Management from 1996 to 2000. During this period, they studied General Management but did not obtain a degree. Additionally, Joseph Richard Serrano holds a certification in Net Promoter Score from Satmetrix, however, the specific month and year of attainment are unknown.