Barbara Pettit Email and Phone Number
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Barbara Pettit is a SVP, Wealth Management - Bryn Mawr Trust Company at The Bryn Mawr Trust Company. She possess expertise in wealth management, finance, leadership, financial services, estate planning and 11 more skills.
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Senior Vice President, Wealth ManagementThe Bryn Mawr Trust Company Jun 2013 - Present -
Vice President/Trust AdvisorBryn Mawr Trust Company Jul 2004 - PresentBryn Mawr, Pa
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Team Leader, Client ServicesBisys Jan 1996 - Jul 2004Dresher, PaProvided leadership and support to team of Client Service Respresentatives.Ensured the successful delivery of quality service to plan sponsors, brokers and financial partners for qualified retirement plans.Monitored call center service levels for training and quality assurance purposes.Prepared and delivered quarterly/annual performance reviews and provided feedback on an ongoing basis via one-on-one coaching sessions.
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Senior Account Manager, Client ServicesSmith Barney Corporate Trust Company 1993 - 1995Wilmington, DeProvided quality service to largest trust company employee benefit 401(k) pension and profit sharing plans. Served as liaison for preferred clients, financial consultants and third party recordkeepers to provide personal, responsive and efficient trustee and paying agent services.
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Avp, Institutional Custody/Employee Benefit TrustCorestates Bank Aug 1982 - 1993Philadelphia, Pa
Barbara Pettit Skills
Barbara Pettit Education Details
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Business Administration/Political Science -
National Graduate Trust School -
Radnor
Frequently Asked Questions about Barbara Pettit
What company does Barbara Pettit work for?
Barbara Pettit works for The Bryn Mawr Trust Company
What is Barbara Pettit's role at the current company?
Barbara Pettit's current role is SVP, Wealth Management - Bryn Mawr Trust Company.
What is Barbara Pettit's email address?
Barbara Pettit's email address is bp****@****zon.net
What is Barbara Pettit's direct phone number?
Barbara Pettit's direct phone number is +121552*****
What schools did Barbara Pettit attend?
Barbara Pettit attended Gettysburg College, National Graduate Trust School, Radnor.
What skills is Barbara Pettit known for?
Barbara Pettit has skills like Wealth Management, Finance, Leadership, Financial Services, Estate Planning, Investment Advisory, Banking, Financial Planning, Retirement Planning, Public Speaking, Pensions, Quality Assurance.
Who are Barbara Pettit's colleagues?
Barbara Pettit's colleagues are Kathy Butler, Ashley Gonzalez, Martin Gallagher, Jane Mcelroy, Sharlene Ayres Schafer, William Thorkelson, Elizabeth B. Wagner.
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Barbara Pettit
Support Bookkeeping Utilizing Sap Concur, Credit Card Balancing And Data Entry For A Company Undertaking Multi-Family Construction, Theme Parks And Water Park Design.Louisville Metropolitan Area1webergroupinc.com -
1porteracademy.org -
3gmail.com, gmail.com, carnival.com2 1954701XXXX
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Barbara Pettit-Chase
Greenville, Sc
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