William Serrano

Taxable Sales

Mr. Serrano joined First Tryon Securities in 2018 having spent 13 years at Israel’s Bank Leumi in New York City where he headed the global distribution of new issue cross asset structured products and secondary market trading. He serviced ultra-high net worth private banking clients in the United States and Latin America. His areas of expertise are in the fixed income markets and equity derivatives. Prior to joining Bank Leumi, he spent two years at New York Life Investment Management working in the Main Stay Mutual Funds group.

Mr. Serrano earned his bachelor’s degree in Finance and Investments from Baruch College in New York City and is currently pursuing a path towards the CFA designation. He holds his Investment Company and Variable Contracts Products Representative License (Series 6), General Securities Representative License (Series 7), General Principals License (Series 24), Securities Trader License (Series 57) and Uniform Securities Agent License (Series 63).

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