AeroLeads people directory · profile

Simon Priest Email & Phone Number

Portfolio Manager, Wealth Management at Montecito Bank & Trust

Location: Carpinteria, California, United States 6 work roles 2 schools

1 work email found @montecito.bank LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

Montecito Bank & Trust

Role

Portfolio Manager, Wealth Management

Location

Carpinteria, California, United States

Company size

258 employees

Who is Simon Priest? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Simon Priest is listed as Portfolio Manager, Wealth Management at Montecito Bank & Trust, a company with 258 employees, based in Carpinteria, California, United States. AeroLeads shows a work email signal at montecito.bank and a matched LinkedIn profile for Simon Priest.

Simon Priest previously worked as Portfolio Specialist, Wealth Management at Montecito Bank & Trust and Investment Analyst II, Wealth Management at Montecito Bank & Trust. Simon Priest holds Bachelor Of Arts (B.A.), Economics, 3.73, Phi Beta Kappa, Cum Laude from Occidental College.

Company email context

Email format at Montecito Bank & Trust

This section adds company-level context without repeating Simon Priest's masked contact details.

{first_initial}{last}@montecito.bank

89% confidence

AeroLeads found 1 current-domain work email signal for Simon Priest. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Simon Priest

Simon Priest is a Portfolio Manager, Wealth Management at Montecito Bank & Trust. He possess expertise in leadership, customer service, teamwork, economics, underwriting and 7 more skills.

Listed skills include Leadership, Customer Service, Teamwork, Economics, and 8 others.

Current workplace

Simon Priest's current company

Company context helps verify the profile and gives searchers a useful next step.

Montecito Bank & Trust

Portfolio Manager, Wealth Management

Carpinteria, CA, US

Website

montecito.bank

Employees

258

AeroLeads page

Company profile

View company profile Email format

6 roles

Simon Priest work experience

A career timeline built from the work history available for this profile.

Portfolio Manager, Wealth Management

Montecito Bank & Trust

Carpinteria, CA, US

Portfolio Specialist, Wealth Management

Current

Montecito Bank & Trust

Santa Barbara, California, United States

Serve as the primary Portfolio Manager on client accounts
Determine client and prospect risk and return ability & desire, and set the appropriate investment objective
Design portfolios to comply with client goals and risk tolerance while ensuring diversification
Monitor and trade client portfolios as needed to meet tactical and strategic investment objective targets, raise cash, and tax loss harvest
Monitor portfolio returns relative to various benchmarks and the client’s wealth plan
Prepare client portfolio review packages and meet with clients to review their portfolio as well as assist Portfolio Managers with the same for their clients

Feb 2023 - Present

Investment Analyst Ii, Wealth Management

Montecito Bank & Trust

Santa Barbara, California, United States

Prepared client and prospect portfolio review packages and met clients with the Portfolio Manager
Assisted Portfolio Managers with equity and individual fixed income trading (rebalancing, cash raising, tax loss harvesting, and model management)
Prepared and presented clients with wealth planning analysis
Assisted in preparing Request for Proposal responses
Assisted with investment operations and compliance (trade settlement issues, bond allocating, large trade approvals, asset allocation out of range, etc.)
Liaison with security brokers and research/software vendors

Jan 2022 - Feb 2023

Senior Credit Analyst, Commercial Lending

Montecito Bank & Trust

Santa Barbara, California, United States

Spread and analyzed personal, business, and property financial statements, tax returns, supporting schedules, and financial ratios to determine loan repayment ability
Underwrote and prepared credit presentations for approximately $29MM in CRE and C&I loans and LOCs as well as assisted Portfolio Managers with the same
Interfaced with clients throughout the loan process
Oversaw annual reviews and property inspections as part of the Bank’s annual commercial loan risk management process
Taught interns how to spread and analyze various financial statements

Jun 2021 - Jan 2022

Credit Analyst, Commercial Lending

Montecito Bank & Trust

Santa Barbara, California, United States

Spread and analyzed personal, business, and property financial statements, tax returns, supporting schedules, and financial ratios to determine loan repayment ability
Assisted Portfolio Managers with underwriting and preparing credit presentations for approximately $102MM in CRE and C&I loans and LOCs
Prepared credit presentations, reviewed applications, and interfaced with clients on approximately $27MM in SBA Paycheck Protection Program loans
Oversaw annual reviews and property inspections as part of the Bank’s annual commercial loan risk management process
Streamlined procedures for annual reviews and property inspections

Jul 2019 - Jun 2021

Intern, Commercial Lending

Montecito Bank & Trust

Santa Barbara, California, United States

Interned: Jun 2016 - Aug 2016; Jun 2017 - Aug 2017; Jun 2018 - Aug 2018; Dec 2018 - Jan 2019
Spread and analyzed personal, business, and property financial statements, tax returns, supporting schedules, and financial ratios to determine loan repayment ability
Assisted Portfolio Managers with underwriting and preparing credit presentations for small business loans and LOCs
Developed an Excel tool to help predict loan payoff risk
Conducted CRE property inspections

Dec 2018 - Jan 2019

Team & coworkers

Colleagues at Montecito Bank & Trust

Other employees you can reach at montecito.bank. View company contacts for 258 employees →

Carissa Almazan Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → JA

James Arline Colleague at Montecito Bank & Trust Los Angeles Metropolitan Area, United States View → TY

Tamara Yates Colleague at Montecito Bank & Trust Goleta, California, United States, United States View → KG

Karren Gladie Colleague at Montecito Bank & Trust Ventura, California, United States, United States View → CC

Cindy C. Colleague at Montecito Bank & Trust United States, United States View → MY

Manita Yin Hanson Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → KW

Kristine Wood Colleague at Montecito Bank & Trust Goleta, California, United States, United States View → NC

Nancy Clark Colleague at Montecito Bank & Trust Carpinteria, California, United States, United States View → MF

Maryjo Farrington Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → DD

Devon Davison Colleague at Montecito Bank & Trust Goleta, California, United States, United States View →

2 education records

Simon Priest education

Bachelor Of Arts (B.A.), Economics, 3.73, Phi Beta Kappa, Cum Laude

Occidental College

Activities and Societies: Charles R. Blyth Fund Director & Treasurer, Board of Trustees Investment Committee Student Representative, Board.

High School Diploma

Carpinteria High School

FAQ

Frequently asked questions about Simon Priest

Quick answers generated from the profile data available on this page.

What company does Simon Priest work for?

Simon Priest works for Montecito Bank & Trust.

What is Simon Priest's role at Montecito Bank & Trust?

Simon Priest is listed as Portfolio Manager, Wealth Management at Montecito Bank & Trust.

What is Simon Priest's email address?

AeroLeads has found 1 work email signal at @montecito.bank for Simon Priest at Montecito Bank & Trust.

Where is Simon Priest based?

Simon Priest is based in Carpinteria, California, United States while working with Montecito Bank & Trust.

What companies has Simon Priest worked for?

Simon Priest has worked for Montecito Bank & Trust.

Who are Simon Priest's colleagues at Montecito Bank & Trust?

Simon Priest's colleagues at Montecito Bank & Trust include Carissa Almazan, James Arline, Tamara Yates, Karren Gladie, and Cindy C..

How can I contact Simon Priest?

You can use AeroLeads to view verified contact signals for Simon Priest at Montecito Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Simon Priest attend?

Simon Priest holds Bachelor Of Arts (B.A.), Economics, 3.73, Phi Beta Kappa, Cum Laude from Occidental College.

What skills is Simon Priest known for?

Simon Priest is listed with skills including Leadership, Customer Service, Teamwork, Economics, Underwriting, Financial Analysis, Sales, and Time Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Simon Priest you were looking for.

View similar profiles