Brett Macleod

Brett Macleod Email and Phone Number

Senior Relationship Strategist at PNC Private Bank @ PNC
pittsburgh, pennsylvania, united states
Brett Macleod's Location
San Diego, California, United States, United States
Brett Macleod's Contact Details

Brett Macleod work email

Brett Macleod personal email

n/a
About Brett Macleod

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.

Brett Macleod's Current Company Details
PNC

Pnc

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Senior Relationship Strategist at PNC Private Bank
pittsburgh, pennsylvania, united states
Website:
pnc.com
Employees:
48208
Brett Macleod Work Experience Details
  • Pnc
    Senior Relationship Strategist
    Pnc May 2024 - Present
    San Diego, California, United States
    View
  • U.S. Bank
    Private Wealth Advisor | Us Bank
    U.S. Bank Sep 2022 - May 2024
    La Jolla, California
    As 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.
    View
  • Bank Of America
    Community Banking Market Leader
    Bank Of America Jul 2021 - Sep 2022
    San Diego, California, United States
    View
  • Bank Of America
    Consumer Banking Market Manager
    Bank Of America Aug 2016 - Jul 2021
    View
  • Santander Bank, N.A.
    Svp District Executive
    Santander Bank, N.A. Jun 2015 - Jun 2016
    Boston, Massachusetts
    View
  • Jpmorgan Chase & Co.
    Market Manager
    Jpmorgan Chase & Co. 2012 - 2015
    Managed 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.
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  • Jpmorgan Chase & Co.
    District Manager
    Jpmorgan Chase & Co. Mar 2011 - Jun 2012
    Responsible for 12 branches in the Spokane, Wa area with 12 branch managers and ~100 employees. Oversaw all aspects of branch operations throughout the district.
    View
  • Jpmorgan Chase & Co.
    Branch Manager
    Jpmorgan Chase & Co. Dec 2006 - Mar 2011
    Successfully 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.
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Brett Macleod Skills

Management Leadership Sales Customer Service Banking Sales Management Retail Banking Relationship Management Mortgage Lending Small Business Lending Financial Services Credit Consumer Lending Business Relationship Management Loans

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.

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