Ben Jarman Email & Phone Number
Managing Director and Sr. Trust Officer @ Pendleton Square Trust Company
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Ben Jarman Location
- Scottsdale, AZ, US
Ben Jarman Work
- 2024 -now Managing Director and Sr. Trust Officer @
- 2022 -2024 Trust Manager @
- 2022 -2024 Sr. Trust Officer @
- 2021 -2022 Sr. Trust Officer @
- 2020 -2021 Finance Manager @
- 2017 -2020 Regional Trust Manager, Arizona @
- 2015 -2017 Director, Trust and Estate Services @
- 2009 -2015 Sr. Trust and Fiduciary Specialist @
- 2004 -2009 Financial Planner @
- 2003 -2004 Financial Consultant @
- 2001 -2003 Associate Portfolio Manager @
- 1996 -2001 Personal Banker @
Ben Jarman Education
- Golden Gate University
Master of Science - MS (Taxation)
2006-2009 - Arizona State University
Bachelor of Science - BS (Finance)
1995-1999
Ben Jarman Skills
- Trusts
- Wealth Management
- Financial Planning
- Retirement Planning
- Investments
- Banking
- Portfolio Management
- Financial Services
- Estate Planning
- Asset Allocation
- Retirement
- Financial Analysis
- Microsoft Excel
- Leadership
- Financial Advisory
- Sales
- Wealth Management Services
- Relationship Management
- Finance
- Investment Advisory
- Mutual Funds
- Investment Strategies
- Risk Management
- Asset Management
- Project Planning
- Management
- Securities
Ben Jarman Summary
- Ben Jarman, based in Scottsdale, AZ, US, is currently a Managing Director and Sr. Trust Officer at Pendleton Square Trust Company. Ben Jarman brings experience from previous roles at Zia Trust, Inc., BOK Financial and Swift Transportation. Ben Jarman holds a 2006 - 2009 Master of Science - MS in Taxation @ Golden Gate University. With a robust skill set that includes Trusts, Wealth Management, Financial Planning, Retirement Planning, Investments and more. Ben Jarman has 3 emails and 1 mobile phone numbers on RocketReach.
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