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Michael Serrano Location
Huntington Beach, CA, US
Michael Serrano Work
VP, Portfolio Manager @ (July 2003 - Present)
Internal Wholesaler and Registered Rep @ (January 2002 - January 2003)
VP; Associate Director of Business Development @ (January 2000 - January 2002)
Business Development Associate @ (January 1997 - January 2000)
Communication Consultant @ (January 1995 - January 1997)
Michael Serrano Education
San Diego State University 1986-1991
Michael Serrano Skills
Asset Managment
Asset Allocation
Analysis
Business Development
Equities
Financial Modeling
Financial Services
Investment Advisory
Investments
Management
Marketing
Portfolio Management
Retirement Planning
Securities
Wealth Management
Mutual Funds
Asset Management
Michael Serrano Summary
Michael Serrano, based in Huntington Beach, CA, US, is currently a VP, Portfolio Manager at First American Trust, FSB. Michael Serrano brings experience from previous roles at Principal Financial Group and Banc of America Capital Management, LLC. Michael Serrano holds a 1986 - 1991 San Diego State University. With a robust skill set that includes Asset Managment, Asset Allocation, Analysis, Business Development, Equities and more. Michael Serrano has 4 emails and 2 mobile phone numbers on RocketReach.
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