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Michael Lontoc Serrano
Gestionnaire de Portefeuille-Actions chez
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.
Postes actifs de Michael Lontoc Serrano
| Sociétés | Poste | Début |
|---|---|---|
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | Gestionnaire de Portefeuille-Actions | 01/01/2003 |
Anciens postes connus de Michael Lontoc Serrano
| Sociétés | Poste | Fin |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | - |
Banc of America Capital Management LLC
 Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Corporate Officer/Principal | - |
Security Pacific Bank (Los Angeles, California)
 Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Corporate Officer/Principal | - |
Formation de Michael Lontoc Serrano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Principal Financial Group, Inc.
 Principal Financial Group, Inc. Investment ManagersFinance Provides retirement plans, asset management and insurance services | Finance |
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | Finance |
Banc of America Capital Management LLC
Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
San Diego State University
 San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
Security Pacific Bank (Los Angeles, California)
Security Pacific Bank (Los Angeles, California) Regional BanksFinance State commercial bank | Finance |
