Senior Analyst and Consultant
My Predictive Index
As a Senior Analyst and Consultant at ClearPath, it is important to make sure that I deliver accurate and professional work to my Clients. As a Collaborator, I enjoy doing this through my pre-determined processes, but with the ability to do it within a supportive team. I have learned through PI to use my understanding, patient, and friendly skills to encourage kick-off and check-in meetings to ensure cohesion and team alignment. Since I do rely on my processes, sometimes a last-minute deadlines or urgent projects can be hard to adjust to. However, the PI has helped me realize I am flexible and need to take moments to digest, practice, and adapt to new situations or projects.
Serena joined the ClearPath family in September 2019 after graduating with Honors from Pace University in New York City. She holds a Bachelor of Arts degree in Economics, with a minor in Business studies. She was on Pace University’s Federal Reserve Team and helped her team research and present macroeconomic concepts to prepare for the Economic Reserve Challenge. Serena has one year of experience in valuing private businesses for mergers and acquisitions, cash flow reporting, and financial reporting and modeling. Her growing industry expertise includes, but is not limited to, personal health products, agriculture, construction, and manufacturing.
Before joining ClearPath, Serena has had several internships in New York, while tutoring at the Writing Center at her college. In her last semester, she worked at a start-up in the procurement industry as an analyst intern. She researched and posted articles for their blog, and by the end of the internship had written a rough draft for an article later published in Forbes magazine. At a previous internship, Serena worked at an economic database firm on the international team updating reports, analyzing data, and creating excel models on a daily basis.
In her spare time, Serena enjoys playing tennis, going to concerts, and spending as much time as she can with her family.
BA in Economics from Pace University and my 1 year at CPBA
Certified Valuation Analyst® (CVA®)
❝In my first months at ClearPath, I already had the opportunity to work with a variety of clients. I love knowing that every day will be different and bring new challenges.❞