Brett Macleod Email and Phone Number
Brett Macleod work email
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Brett Macleod personal email
As a Senior Relationship Strategist, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct teams of specialists-often working closely with other client advisors, such as attorneys and accountants-to provide services that help my clients work toward their goals.
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Senior Relationship StrategistPnc May 2024 - PresentSan Diego, California, United States -
Private Wealth Advisor | Us BankU.S. Bank Sep 2022 - May 2024La Jolla, CaliforniaAs a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct teams of specialists-often working closely with other client advisors, such as attorneys and accountants-to provide services that help my clients work toward their goals. -
Community Banking Market LeaderBank Of America Jul 2021 - Sep 2022San Diego, California, United States -
Consumer Banking Market ManagerBank Of America Aug 2016 - Jul 2021 -
Svp District ExecutiveSantander Bank, N.A. Jun 2015 - Jun 2016Boston, Massachusetts -
Market ManagerJpmorgan Chase & Co. 2012 - 2015Managed 8-10 district managers covering 115 branches in Eastern Washington, Idaho, and Utah. Responsible for all aspects of community banking within the firms network throughout the market. ~850 employees reported up to me as Market Manager. -
District ManagerJpmorgan Chase & Co. Mar 2011 - Jun 2012Responsible for 12 branches in the Spokane, Wa area with 12 branch managers and ~100 employees. Oversaw all aspects of branch operations throughout the district. -
Branch ManagerJpmorgan Chase & Co. Dec 2006 - Mar 2011Successfully managed two branches from very low performance to top 10% in the country each in one year. Opened two new build branches in a new geography for the bank. Both of those performed to top 10% in the first year.
Brett Macleod Skills
Frequently Asked Questions about Brett Macleod
What company does Brett Macleod work for?
Brett Macleod works for Pnc
What is Brett Macleod's role at the current company?
Brett Macleod's current role is Senior Relationship Strategist at PNC Private Bank.
What is Brett Macleod's email address?
Brett Macleod's email address is br****@****ica.com
What skills is Brett Macleod known for?
Brett Macleod has skills like Management, Leadership, Sales, Customer Service, Banking, Sales Management, Retail Banking, Relationship Management, Mortgage Lending, Small Business Lending, Financial Services, Credit.
Who are Brett Macleod's colleagues?
Brett Macleod's colleagues are Andrew Murfin, Trevor Sabourin, George Gevas, Leon Park, Mary (Tavanaei) Vazquez, Victoria Villarreal, Alexander Kuntz.
Not the Brett Macleod you were looking for?
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Brett Macleod
Washington, Dc -
Brett MacLeod
San Francisco Bay Area2burlingamecc.org, gordoninsurance.com1 +165093XXXXX
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Brett MacLeod
Assistant Vice President, Transaction Cost Analysis & Transition Management Services At Abel/Noser CorpNew York, Ny -
Brett MacLeod
Boca Raton, Fl2anstca.com, abelnoser.com2 +164643XXXXX
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