Simon Priest Email & Phone Number
Portfolio Manager, Wealth Management @ Montecito Bank & Trust
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Priest Location
- Carpinteria, CA, US
Simon Priest Work
- Portfolio Manager, Wealth Management @ (February 2025 - Present)
- Portfolio Specialist, Wealth Management @ (February 2023 - February 2025)
- Investment Analyst II, Wealth Management @ (January 2022 - February 2023)
- Senior Credit Analyst, Commercial Lending @ (June 2021 - January 2022)
- Credit Analyst, Commercial Lending @ (July 2019 - June 2021)
- Intern, Commercial Lending @ (December 2018 - January 2019)
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.
Looking for a different Simon Priest?
Find contact details for 700 million professionals.
Others Named Simon Priest
Simon Priest
MLRO and Head of Financial Crime
Chelmsford, GB
Simon Priest
Brand Director
Portsmouth, GB
Simon Priest
Learning and Development Operations Manager
Stockport District, GB
Simon Priest
Technical trainer-Africa
Johannesburg, GP, ZA
Simon Priest
Portfolio Manager, Wealth Management
Carpinteria, CA, US
Simon Priest
Director of Partnerships
United Kingdom
Simon Priest
Chief Executive Officer
Melbourne, VIC, AU
Simon Priest
Facilities Manager
London, England, GB
Simon Priest
Director
Frenchs Forest, NSW, AU
Top Montecito Bank & Trust Employees
Janet Garufis
President and CEO
Santa Barbara, CA, US
Carolyn Tulloh
SVP, Director of Marketing
Santa Barbara, CA, US
Jeff Mercer
Chief Credit Officer
Santa Barbara, CA, US
Dan Glaeser
Vice President - Senior Credit Manager
Santa Barbara, CA, US
James Jefferson
SVP Chief Risk Officer
Santa Barbara, CA, US
Sara Pelaez
VP, IT Audit Officer
Camarillo, CA, US
Antoinette McCauley
Senior Vice President, Commercial Lending Group Manager
Santa Barbara, CA, US
Nicole Kreutz
VP, Senior Portfolio Manager
Los Angeles, CA, US
Brianna Aguilar
Vice President and Manager of Community Programs and Events
Santa Barbara, CA, US
Jill Haney
Vice President and Branch Manager
United States
Terease Chin
Vice President and Senior Trust Officer
Santa Barbara, CA, US
Judy Milam
Vice President and Senior Trust Officer
Santa Barbara, CA, US
Lloyd Kurtz
Chief Investment Officer, Wealth Management
Santa Maria, CA, US
Cheyne Sorensen
VP and Senior Portfolio Manager
Santa Barbara, CA, US
Tom Mortensen
Senior Vice President | Relationship Manager
Santa Barbara, CA, US
Abdiel E. Garcia
Senior Vice President
Santa Barbara, CA, US
Bruce Stevens
Chief Financial Officer
Santa Barbara, CA, US
Anthony Coy
First Vice President, Director of Engineering
California, United States
Scott Estby
VP Sr Portfolio Manager
Santa Barbara, CA, US
Heather Ames
SVP Director of Human Resources
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co