Before becoming a Senior Advisor to Leo Berwick, Serena held various roles at OMERS, a $100B pension plan. Most recently she held a dual role as the EVP, Investment Finance & Tax Private Markets, and Head of Tax at OMERS. In the EVP role she led the financial and business operations for nearly $30B of assets under management for private equity and infrastructure investments, covering investment performance, asset valuations, transaction structuring, data/software applications management, and strategic/operating planning.
Previously, Serena was an M&A Tax Partner at KPMG LLP, where she advised clients on tax efficient structuring of acquisitions and divestitures for private capital. Prior to KPMG, she was the Chief Financial Officer of a private entrepreneur founded and led Canadian national pharmaceutical distributor, where she gained extensive hands-on strategic, operational and M&A experience.
Serena holds the CPA and CA designation and the CHRP (Certified Human Resources Professional) designation. Serena completed her Bachelor of Commerce from Queen’s University (Smith School of Business) in Kingston.