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Tony Mitchell Location
San Diego, CA, US
Tony Mitchell Work
2026 -now Senior Vice President, Director of Fiduciary Administration @
2026 -2026 Senior Vice President @
2024 -2025 Senior Director @
2020 -2024 Regional Trust Manager @
2017 -2020 Senior Trust Officer @
2014 -2017 Vice President- Team Lead Fiduciary Services @
2011 -2014 Vice President- Endowments and Foundations @
2002 -2011 Vice President- Philanthropic and Trust Adminstration @
2000 -2002 Portfolio Analyst @ Patterson Capital Corporation
1999 -2000 Bond Specialist @ Crowell, Weedon & Co. a division of D.A. Davidson & Co.
Tony Mitchell Education
University of Maryland
Bachelor of Science (B.S.) (Economics)
1989-1994
Tony Mitchell Skills
Portfolio Management
Fund Accounting
Endowments
Planned Giving
Product Management
Fixed Income
Equities
Derivatives
Hedge Funds
Banking
Investments
Capital Markets
Investment Banking
Asset Management
Wealth Management
Risk Management
Securities
Mutual Funds
Leadership
Financial Modeling
Financial Analysis
Management
Trading
Financial Services
Business Analysis
Strategy
Tony Mitchell Summary
Tony Mitchell, based in San Diego, CA, US, is currently a Senior Vice President, Director of Fiduciary Administration at Sunflower Bank, N.A.. Tony Mitchell brings experience from previous roles at Sunflower Bank, N.A. and TIAA. Tony Mitchell holds a 1989 - 1994 Bachelor of Science (B.S.) in Economics @ University of Maryland. With a robust skill set that includes Portfolio Management, Fund Accounting, Endowments, Planned Giving, Product Management and more. Tony Mitchell has 1 emails and 5 mobile phone numbers on RocketReach.
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