Chief Compliance Officer
Current
Jan 2023 - Present
AeroLeads people directory · profile
Wesley Pitman, Mba Email & Phone Number
CCO & Director Of Operations
at
Hilltop Wealth Advisors
2 work emails found
@pershing.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CCO & Director Of Operations
Location
Chapel Hill, North Carolina, United States
Who is Wesley Pitman, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Wesley Pitman, Mba is listed as CCO & Director Of Operations at Hilltop Wealth Advisors, based in Chapel Hill, North Carolina, United States. AeroLeads shows a work email signal at pershing.com and a matched LinkedIn profile for Wesley Pitman, Mba.
Wesley Pitman, Mba previously worked as Chief Compliance Officer at Hilltop Wealth Advisors and Director Of Operations at Hilltop Wealth Advisors. Wesley Pitman, Mba holds Master Of Business Administration - Mba, Business Administration, Management And Operations from Rutgers Business School.
Company email context
Email format at Hilltop Wealth Advisors
This section adds company-level context without repeating Wesley Pitman, Mba's masked contact details.
*@pershing.com
71% confidence
AeroLeads found 2 current-domain work email signals for Wesley Pitman, Mba. Compare company email patterns before reaching out.
Profile bio
About Wesley Pitman, Mba
I have 13 years of experience in a market-driven wealth management environment managing internal and external customer relationships. I’ve held several leadership roles due to my ability to quickly grasp departmental processes in fixed asset management, trades, derivatives, asset protection, risk management, and performance efficiency for control functions and testing procedures. By starting out as a Financial Advisor, I gained substantial communication and sales skills along with an understanding of financial products and services. After moving into the back office operations in 2013, I gained subject matter expertise in managed accounts, financial analysis, firm operations and compliance.https://www.hilltopwealthadvisors.com/disclosures.
Listed skills include Financial Analysis, Financial Services, Mutual Funds, Finance, and 35 others.
Current workplace
Wesley Pitman, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Wesley Pitman, Mba work experience
A career timeline built from the work history available for this profile.
Director Of Operations
Current
Jan 2022 - Present
Vice President
Jun 2020 - Dec 2021
Principal Financial Analyst
Aug 2015 - Jun 2020
Director Isg Listed Derivatives Margin Control
Sep 2014 - Jul 2015
Client Solution Associate Ii
Mar 2013 - Sep 2014
Investor Services Representative
Sep 2011 - Mar 2013
Financial Representative
Nov 2009 - Aug 2011
2 education records
Wesley Pitman, Mba education
Master Of Business Administration - Mba, Business Administration, Management And Operations
Rutgers Business School
Bs, Finance And Economics
University Of Delaware
FAQ
Frequently asked questions about Wesley Pitman, Mba
Quick answers generated from the profile data available on this page.
What company does Wesley Pitman, Mba work for?
Wesley Pitman, Mba works for Hilltop Wealth Advisors.
What is Wesley Pitman, Mba's role at Hilltop Wealth Advisors?
Wesley Pitman, Mba is listed as CCO & Director Of Operations at Hilltop Wealth Advisors.
What is Wesley Pitman, Mba's email address?
AeroLeads has found 2 work email signals at @pershing.com for Wesley Pitman, Mba at Hilltop Wealth Advisors.
Where is Wesley Pitman, Mba based?
Wesley Pitman, Mba is based in Chapel Hill, North Carolina, United States while working with Hilltop Wealth Advisors.
What companies has Wesley Pitman, Mba worked for?
Wesley Pitman, Mba has worked for Hilltop Wealth Advisors, Bny Mellon | Pershing, Morgan Stanley, Icma-Rc, and Northwestern Mutual.
How can I contact Wesley Pitman, Mba?
You can use AeroLeads to view verified contact signals for Wesley Pitman, Mba at Hilltop Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Wesley Pitman, Mba attend?
Wesley Pitman, Mba holds Master Of Business Administration - Mba, Business Administration, Management And Operations from Rutgers Business School.
What skills is Wesley Pitman, Mba known for?
Wesley Pitman, Mba is listed with skills including Financial Analysis, Financial Services, Mutual Funds, Finance, Series 63, Risk Management, Retirement Planning, and Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial