Lynn Sereno joined Borel Private Bank & Trust Company in 2005 with over 20 years experience in banking and trust administration. She is an honors graduate of the ABA Graduate Trust School and a Certified Trust and Financial Advisor. With degrees in both Business Economics and English from Saint Mary’s College, Ms. Sereno enjoys detailed financial analysis combined with highly personalized trust management. Her experience includes administration of various types of trusts, probate, conservatorship and investment account relationships.
Ms. Sereno is active in the estate planning community. She is currently the president of the board of directors for the Santa Clara County Estate Planning Council, and a member of the Financial Planning Forum and the Santa Cruz Estate Planning Council. She is also a member of the charitable organization, Valle Monte League and the San Jose Chapter of Catholic Professionals.