As an analyst, Serxhi supports senior team members with various investment banking transaction services, including financial modeling, due diligence, and maintaining effective client communication.
Before joining our team, Serxhi interned at Heritage while completing his studies at the University of North Florida (UNF). During his time at UNF, he served as a portfolio manager for the esteemed Osprey Financial Group, a student-managed investment fund responsible for investing a portion of the university’s endowment.
Serxhi earned a Bachelor of Business Administration degree from UNF with a major in finance. His strong academic background and practical experience make him a valuable asset to our firm. Serxhi holds his FINRA Series 63 and 79 licenses.
