Simon Priest Email & Phone Number
Portfolio Manager, Wealth Management @ Montecito Bank & Trust
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Simon Priest Location
- Carpinteria, CA, US
Simon Priest Work
- 2025 -now Portfolio Manager, Wealth Management @
- 2023 -2025 Portfolio Specialist, Wealth Management @
- 2022 -2023 Investment Analyst II, Wealth Management @
- 2021 -2022 Senior Credit Analyst, Commercial Lending @
- 2019 -2021 Credit Analyst, Commercial Lending @
- 2018 -2019 Intern, Commercial Lending @
Simon Priest Education
- Occidental College
Bachelor of Arts (B.A.) (Economics)
2015-2019 - Carpinteria High School
High School Diploma
2011-2015
Simon Priest Skills
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- Project Management
- Microsoft Excel
- Point Of Sale Pos Systems
- Time Management
- Economics
- Customer Service
- Credit Quest
- Financial Analysis
- Sales
- Underwriting
- OS X
- Microsoft Outlook
- Apple Pages
- Point of Sale Systems
- Team Management
Simon Priest Summary
- Simon Priest, based in Carpinteria, CA, US, is currently a Portfolio Manager, Wealth Management at Montecito Bank & Trust. Simon Priest brings experience from previous roles at Montecito Bank & Trust. Simon Priest holds a 2015 - 2019 Bachelor of Arts (B.A.) in Economics @ Occidental College. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Microsoft Word, Project Management and more. Simon Priest has 1 emails on RocketReach.
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