Summary
Overview
Work History
Education
Skills
Industry Associations And Awards
Updated
Continuing Education
Personal Information
Volunteer Experience
Timeline
Generic

DAVID J. PITTMAN

Dallas,TX

Summary

Results oriented, self motivated executive with a 40+ year track record in the financial/investment services industry. Special expertise in banking, trust, investments, sales, client retention and product development. Strong network with executives and treasurers of corporations, public funds, foundations and endowments, health care, high net worth, consultants, advisors and attorneys. Excellent interpersonal sales, relationship, investment and management skills as well as presentation and communication techniques.

Overview

55
55
years of professional experience

Work History

SVP & Southern Director - Institutional Trust

BANK OF AMERICA

PIMCO Retired
01.2012

Chairman Emeritus

Honor Our Heroes & White Rock Partnership
01.2012 - Current

Vice Chairman

National Society of Inst Investment Professionals/NSIIP
01.2012 - 01.2018

Sr. VP & Regional Director, Southern U.S.

PIMCO/PACIFIC INVESTMENT MGT CO
01.1997 - 01.2012
  • Among the largest fixed income investment firms in the world with over $3 Trillion in client assets worldwide
  • Hq in CA with international offices in New York, London, Munich, Tokyo, Singapore, Sydney and Toronto
  • Subsidiary of Allianz, Munich, Germany; 2nd largest insurance company and 2nd largest asset manager worldwide
  • I was responsible for over $15 Billion in new Assets over 13 years and over $50.Million in new Fees.

SR. VP & Mg Director, Texas & Southwest U.S.

BANK OF AMERICA
01.1994 - 01.1997

Sr. VP & Mg Director, Southwest U.S.

THE NORTHERN TRUST COMPANY
01.1988 - 01.1994
  • Among top three trust banks nationally, $2 trillion in trust assets worldwide, HQ in Chicago and founded in 1889.

Sr VP & Mg Director, US Mkt

REPUBLIC BANK OF DALLAS
01.1977 - 01.1988

Vice President/Credit, Banking & Trust

JPMorgan/Chase (formerly MBank/Austin, TX)
01.1969 - 01.1977
  • Credit banking officer, trust and investment officer, systems analyst, & executive training program.

Education

American Management Program /Corporate Executives -

WHARTON UNIVERSITY

Southwestern Graduate School of Banking -

SOUTHERN METHODIST UNIVERSITY, Dallas
01.1977

BBA in Accounting -

THE UNIVERSITY OF TEXAS AT AUSTIN
01.1969

Skills

  • Strategic leadership & Plans
  • Excellent Sales & Relationships
  • Policies and Procedures
  • Operational Excellence
  • KPI Tracking
  • Process Improvements

Industry Associations And Awards

  • Who's Who in Finance and Industry & Financial Executives
  • Outstanding Young Men in America
  • Pension Institute @ George Washington Univ/DC…Adjunct Professor
  • Bank of America CEO's Teamwork Award
  • Natl Society of Instl Investment Prof/NSIIP…Founding Mbr, Vice Chmn & Director
  • Southwest Benefits Assn…President's Council & Past President
  • Texas Public ERS/TEXPERS…Founding Mbr, Former Fdn Bd, & Sponsor
  • Speaker at many national trust, banking, investment and community events
  • Prior...SMU's Graduate School of Banking Faculty, AIMSE Investment Assn. (CA), Pensiomn World Advisory Board (GA), American Bankers Corporate Services Board (DC), Tx Bankers Trust Board & Chmn
  • Past member/sponsor of National Treasury Mgt Assn, TEXPO, NCPERS, Southern Teachers Assn., Govt. Treasurers & Finance Officers of Texas, Texas Municipal League, Natl Conference Teachers Retirement
  • Nominated…American Medal of Honor/NY Outstanding Intellectuals of the 21st Century/Cambridge, England Princeton Premier Global Leaders

Updated

Dec 2022

Continuing Education

  • The Pension Institute/Adjunct Professor, 2001/2002
  • Adjutant Professor, George Washington University, Washington D.C.
  • Adjutant Professor, SW Graduate School of Banking, Trust & Investments, 1980-87
  • SMU/Southern Methodist University, Dallas, Tx
  • PIMCO Qtrly Cyclical and Secular Investment Forums (13 yrs)
  • Communispond Presentation Skills
  • Alpha Partners Sales & Presentation Strategies
  • Bond Market Analysis and Statistics/Fabozzi (Univ of S Calif)
  • XEROX/Learning Intl Professional Sales & Account Development Strategies
  • Financial Executive Management Development
  • Toward Excellence/Diversity Training/Investment Securities/PC Training
  • Bank, Trust, Employee Benefit, IRS and Investment Seminars
  • NASD…. Series 7, 66 and 3 Exams Completed
  • Pension Certificates/Banking Certificates…Research Institute Graduate

Personal Information

Title: PIMCO Retired & Consultant

Volunteer Experience

  • Honor Our Heroes Co-Founder & Chairman Emeritus
  • White Rock Partnership Founder & Chairman Emeritus
  • Rotary International, Dallas Committee Chair
  • Leadership Dallas Alumni Assn…President's Council & Mbr
  • Catholic Charities…President's Council & Advisory Board
  • Greater East Dallas Chamber/GEDCC E&G Committee
  • Knights of Columbus…3rrd & 4th Degree Knight
  • University of Texas Alum …. Congressional Advocate & Ex Student
  • Big Brothers & Sisters…Past Board & Foundation, President's Council
  • Dallas Can Academy…Past Advisory Board Director
  • Geo W Bush Presidential Library, Honorary Sponsor
  • St. Thomas Aquinas Church …Eucharistic Minister & Former Finance Board (20+ Yrs)
  • White Rock Lake Centennial Committee
  • Republic National Bank of Dallas Reunion Board
  • Holy Name Society… President's Council & Mbr
  • Catholic Diocese Tribunal Advocate - Past Advocate
  • Prior ….City of Dallas Bond Advisory Bd, Dallas Business League Chmn, Character Coalition of North Texas Chairman, East Dallas YMCA Board, Martin Luther King Center Board, Children of Uganda Sponsor, Brady Center/Bd Chmn, Bishop Lynch HS Advisory Board, Former Advisor to Dallas Mayor Mary Poss, Councilman Gary Griffith, & US Congressman Pete Sessions, United Way Chairman/Republic Bank, Lakewood Homeowners Board, Austin Business League Chmn, Austin Jaycees, UT/Delta Upsilon Fdn President, National Honor Society.

Timeline

PIMCO Retired
01.2012

Chairman Emeritus

Honor Our Heroes & White Rock Partnership
01.2012 - Current

Vice Chairman

National Society of Inst Investment Professionals/NSIIP
01.2012 - 01.2018

Sr. VP & Regional Director, Southern U.S.

PIMCO/PACIFIC INVESTMENT MGT CO
01.1997 - 01.2012

SR. VP & Mg Director, Texas & Southwest U.S.

BANK OF AMERICA
01.1994 - 01.1997

Sr. VP & Mg Director, Southwest U.S.

THE NORTHERN TRUST COMPANY
01.1988 - 01.1994

Sr VP & Mg Director, US Mkt

REPUBLIC BANK OF DALLAS
01.1977 - 01.1988

SVP & Southern Director - Institutional Trust

BANK OF AMERICA

American Management Program /Corporate Executives -

WHARTON UNIVERSITY

Southwestern Graduate School of Banking -

SOUTHERN METHODIST UNIVERSITY, Dallas

BBA in Accounting -

THE UNIVERSITY OF TEXAS AT AUSTIN

Vice President/Credit, Banking & Trust

JPMorgan/Chase (formerly MBank/Austin, TX)
01.1969 - 01.1977
DAVID J. PITTMAN