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
About Jeff Pittman
Our mission is to build enduring relationships with our clients on a foundation of sound,…
Experience
Director of Wealth Management
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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