Jeff Pittman
Portfolio Manager-Aktien bei Montecito Bank & Trust (Invt Mgmt)
Profil
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.
Aktive Positionen von Jeff Pittman
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.11.2011 |
Ehemalige bekannte Positionen von Jeff Pittman
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Jeff Pittman
| Loyola Marymount University | Masters Business Admin |
| The California 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
| Private Unternehmen | 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 |