Jeff Pittman
Director of Wealth Management @Montecito Bank & Trust
Santa Barbara, CA, US
EMAILS
j•••••••@montecito.bank
MOBILE NUMBERS
+18•••••••74
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WORK HISTORY
Nov 2011 — Present
Director of Wealth Management @Montecito Bank & Trust
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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
N/A
College for Financial Planning
CFP(R), Financial Planning
1976 — 1979
Savannah High
High School Diploma
N/A
Investment Management Consultants Association
CIMC®, CPWA®, Investments
1979 — 1985
California State University-Long Beach
Bachelor of Arts - BA, Radio and Television
2000 — 2002
Loyola Marymount University
MBA, Finance
ABOUT JEFF PITTMAN
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