Michael Lontoc Serrano
Portfolio Manager-Aktien bei First American Trust Co.
Profil
Mr. Michael L.
Serrano is a Vice President & Portfolio Manager at First American Trust Co. He has been in the financial services industry for over 30 plus years and brings more than 18 years of experience in investment and portfolio management to his role.
Currently, he works closely with his clients to understand their unique goals and aspirations, cash flow needs, risk tolerance and tax situation to tailor a portfolio specific to each of his client's investment objectives.
Prior to joining First American Trust in 2003, Mr. Serrano began his career with legacy firm Security Pacific National Bank, Bank of America Private Bank and Banc of America Capital Management LLC.
In his 12 years of combined service there, he held a variety of sales and marketing positions including Vice President and Associate Director of Business Development, Communication Consultant and Credit Analyst.
He then worked as a Registered Representative and Internal Wholesaler of small- to mid-size retirement plans for The Principal Financial Group.
Mr. Serrano received his Bachelor's degree in Public Administration from San Diego State University.
Aktive Positionen von Michael Lontoc Serrano
| Unternehmen | Position | Beginn |
|---|---|---|
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Portfolio Manager-Aktien | 01.01.2003 |
Ehemalige bekannte Positionen von Michael Lontoc Serrano
| Unternehmen | Position | Ende |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | - |
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Corporate Officer/Principal | - |
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - |
Ausbildung von Michael Lontoc Serrano
| San Diego State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Private Unternehmen | 4 |
|---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
| Security Pacific Bank (Los Angeles, California) | Finance |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Finance |
| Banc of America Capital Management LLC | Finance |