Montecito Bank & Trust's Solid and Growing Wealth Department Welcomes Senior Trust Officer
Santa Barbara, Calif. – Montecito Bank & Trust, seeing multi-year, double digit growth in the wealth management business, welcomes a new senior trust administration professional to help ensure the continuity of the high level of service for which MB&T is known.
Dana Mancini joins MB&T as Vice President, Senior Trust Officer. She has more than two decades of experience working with clients in the wealth management business and providing sound and professional trust administration. Dana has a deep understanding of trust administration, with the ability to analyze complex trust and financial information, identify solutions and prioritize fiduciary recommendations. In addition, she has a strong working knowledge of policies and procedures, helping to mitigate risk.
Dana's client relationship philosophy of listening and ensuring clients have the opportunity to explain their expectations and priorities is directly aligned with MB&T's client experience culture.
"Dana brings years of experience in trust administration and has a reputation for her hard work and client dedication. I have no doubt that our clients will be thrilled to work with her to navigate any level of complex trusts," said Jeff Pitman, Executive Vice President, Director of Wealth Management. "She will fit well with the entire dedicated and effective Wealth Department team."
In addition to her years of experience, Dana is a Certified Trust & Fiduciary Advisor (CTFA®) and holds a BA in English and a minor in Italian from Bryn Mawr College. She attended the University of Pennsylvania Italian Studies Institute for a summer program in Florence, Italy which contributed to her proficiency in Italian.
In her time away from the office, Dana enjoys outdoor activities both on land and at sea, including hiking and paddle boarding. She and her husband are joined on their land-based adventures by their dog, a Rat Terrier mix adopted from an animal shelter on the East Coast.
About Montecito Bank & Trust
Montecito Bank & Trust is the oldest and largest locally owned community bank in the Santa Barbara and Ventura counties. Founded in 1975, the bank celebrated its 46th anniversary on March 17, 2021 and operates 11 branch offices in Santa Barbara, Goleta, Solvang, Montecito, Carpinteria, Ventura, Camarillo and Westlake Village. Montecito Bank & Trust has a history of unwavering corporate philanthropy in the local communities it serves, annually donating $1.5 million dollars and volunteering over 7,500 hours to nonprofit organizations in Santa Barbara and Ventura counties. The bank offers a variety of competitive deposit and lending solutions for businesses and consumers, including business loans and lines of credit; commercial real estate finance; SBA loans; mortgage loans, consumer loans; credit cards; merchant services; and online services, including mobile banking and cash management. Its Wealth Management Department provides comprehensive trust services and full investment management for all branch office markets. The Bank has earned 21 Best Bank awards in the last 8 years, in addition to numerous accolades for Best Mortgage and Best Financial Services Company in Santa Barbara, Best Investment Company in Santa Ynez Valley and the third Best Bank to Work For in the United States (American Banker Magazine).
For more information, please contact:
Megan Orloff, EVP/Chief Strategy Officer
(805) 564-0236 or [email protected]