Jeff Pittman

Executive Vice President, Director of Wealth Management at Montecito Bank & Trust

Role
Director of Wealth Management at Montecito Bank & Trust
Location
Santa Barbara, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jeff Pittman

Our mission is to build enduring relationships with our clients on a foundation of sound,…

Experience

  1. Director of Wealth Management

    Montecito Bank & Trust

    Nov 2011 — Present · Montecito, CA, US

    Responsible for Montecito Bank & Trust\'s Wealth Management line of business which includes Fiduciary Trust, Investment Management Services as well as management of the bank\'s investment portfolio.

Education

  • College for Financial Planning

    CFP(R), Financial Planning

  • Savannah High

    High School Diploma

    1976 — 1979

  • Investment Management Consultants Association

    CIMC®, CPWA®, Investments

  • California State University-Long Beach

    Bachelor of Arts - BA, Radio and Television

    1979 — 1985

  • Loyola Marymount University

    MBA, Finance

    2000 — 2002

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