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@regions.com
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14 phones found area 404, 205, 407, 770, 678, 757, and 804
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LinkedIn matched
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Adam Wittan is listed as Senior Vice President - Portfolio Manager at Regions Bank at Regions Bank, a company with 17786 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at regions.com, phone signal with area code 404, 205, 407, 770, 678, 757, 804, and a matched LinkedIn profile for Adam Wittan.
Adam Wittan previously worked as Senior Vice President - Portfolio Manager at Regions Bank and Vice-President - Investment Portfolio Manager at Suntrust Bank. Adam Wittan holds Investment Management Theory & Practice from Yale School Of Management.
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AeroLeads found 1 current-domain work email signal for Adam Wittan. Compare company email patterns before reaching out.
Well-rounded and seasoned investment professional with experience in private wealth management, boutique sports & entertainment financial management and retail brokerage.Specialties: Sophisticated Wealth Management, Portfolio Construction, Fiduciary Investment Management, Advanced Problem Solving, Alternative & Illiquid Investments, Risk Modeling & Management, Compliance and Regulatory Standards, Relationship Management, Financial Modeling
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Greater Atlanta Area
Adam serves as a portfolio manager helping individual clients attain their personal investment objectives by directly managing personal and family trust assets. As part of the Atlanta-based Private Wealth Management team, Adam assists clients in defining investment objectives, evaluating current and potential investment managers, executing tactical asset.
Atlanta, GA
Led integration of $1.5 billion West Coast sports & entertainment boutique investment firm – managed client assets, advisor relationships, compliance reporting and adherence, client communication and retention efforts.2012 President’s Team Performance Excellence Award
Greater Atlanta Area
Integral part of Private Wealth team managing relationships with total assets exceeding $500 million.
Other employees you can reach at regions.com. View company contacts for 17786 employees →
Rhonda Stevenson
Colleague at Regions Bank
Birmingham, Alabama, United States, United States
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JB
Janet Buras
Colleague at Regions Bank
Westwego, Louisiana, United States, United States
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LB
Lane Bay
Colleague at Regions Bank
Bloomington, Indiana, United States, United States
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AS
Alecia Swindle
Colleague at Regions Bank
Tuscaloosa, Alabama, United States, United States
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RS
Rin Stark
Colleague at Regions Bank
Slidell, Louisiana, United States, United States
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CB
Caleb B.
Colleague at Regions Bank
Anderson, Indiana, United States, United States
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LL
La'Toya Lewis
Colleague at Regions Bank
Greater New Orleans Region, United States
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MC
Melissa Crump
Colleague at Regions Bank
Birmingham, Alabama, United States, United States
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JM
Julian Meloni
Colleague at Regions Bank
Pinson, Alabama, United States, United States
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LK
Linda Kelm
Colleague at Regions Bank
New Port Richey, Florida, United States, United States
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Activities and Societies: Beta Gamma Sigma, Dean's List, Merit ScholarGraduated First in MBA Class of 109 People Art Dietz Faculty Award.
Quick answers generated from the profile data available on this page.
Adam Wittan works for Regions Bank.
Adam Wittan is listed as Senior Vice President - Portfolio Manager at Regions Bank at Regions Bank.
AeroLeads has found 1 work email signal at @regions.com for Adam Wittan at Regions Bank.
AeroLeads has found 14 phone signal(s) with area code 404, 205, 407, 770, 678, 757, 804 for Adam Wittan at Regions Bank.
Adam Wittan is based in Atlanta, Georgia, United States while working with Regions Bank.
Adam Wittan has worked for Regions Bank, Suntrust Bank, U.S. Trust - Bank Of America Private Wealth Management, Merrill Lynch, Pierce, Fenner & Smith, Inc, and A.G. Edwards & Sons, Inc..
Adam Wittan's colleagues at Regions Bank include Rhonda Stevenson, Janet Buras, Lane Bay, Alecia Swindle, and Rin Stark.
You can use AeroLeads to view verified contact signals for Adam Wittan at Regions Bank, including work email, phone, and LinkedIn data when available.
Adam Wittan holds Investment Management Theory & Practice from Yale School Of Management.
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