The Play Book for Financial Entrepreneurs

Derek Serra- Your Relationship with Private Lenders

January 23, 2024 Rich Season 2023
The Play Book for Financial Entrepreneurs
Derek Serra- Your Relationship with Private Lenders
Show Notes

In this special episode of "The Play Book for Financial Entrepreneurs," host Rich Spence sits down with Derek Serra, a distinguished figure with over 25 years of leadership in retail banking. As the President of Westboro Mortgage Investment Corp. and former Managing Director of Sales and Marketing at XMC Mortgage Corporation, Derek shares his insights into the industry, discussing the growth strategies that fueled the success of a national brand in both insured and alternative lines of business. Join Rich and Derek for a deep dive into the dynamic world of retail banking, gaining actionable insights and leadership perspectives from a seasoned professional who endured the rewarding journey from banker to broker.