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Ben Jarman Location
Scottsdale, AZ, US
Ben Jarman Work
Managing Director and Sr. Trust Officer @ (June 2024 - Present)
Trust Manager @ (July 2022 - June 2024)
Sr. Trust Officer @ (May 2022 - June 2024)
Sr. Trust Officer @ (October 2021 - May 2022)
Finance Manager @ (August 2020 - October 2021)
Regional Trust Manager, Arizona @ (July 2017 - January 2020)
Director, Trust and Estate Services @ (July 2015 - May 2017)
Sr. Trust and Fiduciary Specialist @ (May 2009 - July 2015)
Financial Planner @ (July 2004 - May 2009)
Financial Consultant @ (March 2003 - July 2004)
Associate Portfolio Manager @ (November 2001 - March 2003)
Personal Banker @ (October 1996 - November 2001)
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 2 emails and 2 mobile phone numbers on RocketReach.
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