Jeff Pittman
Portefeuillebeheerder-Aandelen bij Montecito Bank & Trust (Invt Mgmt)
Profiel
Mr. Jeff Pittman is an Executive Vice President & Director of Wealth Management at Montecito Bank & Trust.
He is a member of Montecito Bank & Trust's Executive Management team and is responsible for the Bank's Wealth Management business, including all investment management and fiduciary activities.
He has worked in financial services for over 30 years, serving in various positions in wealth management.
Prior to joining Montecito Bank & Trust, Mr. Pittman was Senior Vice President and Regional Director for Wells Fargo Private Bank.
He received his BA in Communications from The California State University, Long Beach and an MBA in Finance from Loyola Marymount University.
He is a Certified Financial Planner, a Certified Private Wealth Advisor and a Certified Investment Management Consultant.
Actieve functies van Jeff Pittman
| Bedrijven | Functie | Begin |
|---|---|---|
Montecito Bank & Trust (Invt Mgmt)
 Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Portefeuillebeheerder-Aandelen | 01-11-2011 |
Eerdere bekende functies van Jeff Pittman
| Bedrijven | Functie | Einde |
|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Opleiding van Jeff Pittman
| Loyola Marymount University | Masters Business Admin |
| The California State University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Montecito Bank & Trust (Invt Mgmt)
Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
