David Pittman

David Pittman Email and Phone Number

CEO Highmark Capital and Head of IM&T at MUFG Union Bank N.A.
David Pittman's Location
Calabasas, California, United States, United States
David Pittman's Contact Details

David Pittman personal email

n/a
About David Pittman

About Me: I have a deep passion to build and improve businesses by assessing the strategic segments of the business and determining the most efficient and effective ways to accelerate overall performance. Key to this is creating and enabling high performance teams through a shared forward looking strategic vision and a devotion towards serving clients. Through a constant focus on improving your craft, establishing appropriate stretch goals, and actively managing towards expectations, I’ve found that the empowered team members more consistently hit their own heightened expectations.Professional Summary: Results-oriented executive with a strong proven background in business execution and growth, turnarounds of underperforming units, expansion and upgrading of leadership talent, ability todrive multiple priorities simultaneously, reengineering and process improvement, merger integration, and strategy development. Extensive general management background developed within the Financial Services, Manufacturing, Pharmaceutical, Telecommunication, and Technology Industries.Specific Skills:• Leadership – Proven ability to accomplish goals without direct reporting relationships, strong recruiting/retention record, and a focus on continuous improvement via daily 1% increments• Management - Profit center management, large scale project management, coaching, performance counseling, change management, merger integration, and sales management• Communications – Accomplished public speaker, ability to translate complex topics, and communication plan development and execution• Strategic Planning – Position evaluation, strategy development, benchmarking, implementation, and ongoing performance management• Reengineering & Process Improvement – Workflow assessment and redesign, process modelling, job design, and leveraging information technology across multiple industries

David Pittman's Current Company Details

CEO Highmark Capital and Head of IM&T at MUFG Union Bank N.A.
David Pittman Work Experience Details
  • Mufg Union Bank N.A.
    Ceo Highmark Capital Management (Hcm) And Head Of Investment Mgt. & Trust
    Mufg Union Bank N.A. Feb 2021 - Dec 2023
    Los Angeles Metropolitan Area
    Responsibilities and Accomplishments Include:• HCM CEO responsibilities include manager search, equity research, fixed income, product, and chair of AAC for $14B Registered Investment Advisor (RIA).• Led a major redesign of HCM reducing 10 years of cumulative negative retained earnings by over $10mm with 3 straight years of record earnings.• Chief Fiduciary Officer with full responsibilities for Private Bank’s IM&T business covering growth, risk, product, talent management, and overall client experience.• During 11-year tenure leading IM&T business, we grown annual new sales from $1.3mm to over $10mm with net new growth of 7% of revenue for 2021 [12% growth/5% attrition].
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  • Mufg Union Bank N.A.
    Co-Head Of Wealth Management And Head Of Investments, Trust & Wealth Planning
    Mufg Union Bank N.A. Nov 2019 - Apr 2021
    Los Angeles Metropolitan Area
    Responsibilities and Accomplishments Include:• Direct responsibility for Wealth Planning, Brokerage (UBIS), Institutional Asset Management (HCM), and The Private Bank’s Investment Management & Trust capabilities including strategy design and execution, total sales, product development, digital roadmap and risk programs.• With total AUM/AUA of more than $30 billion, these groups provide a comprehensive set of investment services to individuals, endowments, foundations, and institutional clients.• As overall lead for UBIS, led the establishment of a small accounts center, creation of a dedicated risk management team, and accelerated conversion towards managed money solutions.• CEO of HCM with active membership in and redesign of the Investment Policy, Client Commissions and Asset Allocation Committees.• Led the strategic redesign of Wealth Planning services expanding choice across all client segments
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  • Mufg Union Bank N.A.
    Head Of Investment Management & Trust And Wealth Planning
    Mufg Union Bank N.A. Oct 2015 - Nov 2019
    Greater Los Angeles Area
    David Pittman is a Managing Director with the Wealth Markets Division of MUFG Union Bank. In this capacity, he leads the Investment Management & Trust business including strategy, sales, product development, and risk management. He is also responsible for Institutional investment sales and product development and is a member of Highmark Capital Management's Asset Allocation Committee. His responsibilities include ongoing asset management of all broad based on investments including securities, real estate, oil, gas & mineral rights and closely held businesses. His groups provide a comprehensive set of investment services to individuals, endowments, foundations, and institutional clients with total balances of more than $15 billion. Mr. Pittman also leads the firms Wealth Planning Group offering a broad spectrum financial planning services to high net worth individuals.
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  • Mufg Union Bank N.A.
    Wealth Markets National Sales Director & Head Of Personal Trust
    Mufg Union Bank N.A. Jun 2010 - Oct 2019
    National Sales Director for Wealth Markets [2012 to 2019]• Led the creation and institutionalization of one consistent sales process and supporting tools• Established and chaired the Wealth Product and Compensation Committees• Developed and led national sales conferences, leadership meetings, and weekly sales calls• Served as Marketing liaison for Union Bank brand promotion, client events, and campaigns• Developed and implemented of Wealth Markets training programHead, Trust & Estate Services [2010 to Present]• Full P&L ownership including pricing responsibility, risk management governance, and product development. Doubled new annualized fee sales during first three years.• Led the Integration of two acquisitions yielding a 30% increase in the overall AUM.• Expanded use of Real Estate and Specialty Asset Management services and Fiduciary Tax• Developed an expanded Wealth Planning capability to support Private Bank’s sales strategy positioning wealth planning as the core of every client relationshipHead of Wealth Markets Specialty Services [2010 to 2019]• Directed management and development of a Professional Services practice focused on Legal, Accounting, Medical and Investment Management Firms.• Built a dedicated Japanese/Japanese American strategy leveraging our parent relationship
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  • Fifth Third Bancorp
    President, Investment Advisors
    Fifth Third Bancorp Nov 2006 - Jan 2010
  • Wells Fargo
    Evp & Regional Managing Director, Private Bank
    Wells Fargo Oct 1996 - Oct 2006
    View
  • American Management Systems (Ams)
    Principal
    American Management Systems (Ams) Jul 1993 - Sep 1996

David Pittman Skills

Acquisition Integration Business Process Re Engineering Investments Management Strategy Banking Asset Management Leadership Wealth Management Strategic Planning Risk Management Financial Services Start Ups Process Improvement Mergers And Acquisitions Portfolio Management Recruiting Asset Allocation Finance Financial Analysis Financial Modeling Investment Management Mergers Sales Project Management

David Pittman Education Details

Frequently Asked Questions about David Pittman

What is David Pittman's role at the current company?

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What schools did David Pittman attend?

David Pittman attended Penn State University, Southern Methodist University, University Of Oxford.

What are some of David Pittman's interests?

David Pittman has interest in Traveling, Reading, The Performing Arts, Coaching Youth Sports.

What skills is David Pittman known for?

David Pittman has skills like Acquisition Integration, Business Process Re Engineering, Investments, Management, Strategy, Banking, Asset Management, Leadership, Wealth Management, Strategic Planning, Risk Management, Financial Services.

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