Career history of Brian James Pretti
Former positions of Brian James Pretti
| Companies | Position | Start | End |
|---|---|---|---|
Transamerica Corp.
 Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Corporate Officer/Principal | 01/01/1983 | 31/12/1985 |
| MECHANICS BANK | Corporate Officer/Principal | 19/03/2010 | - |
Capital Planning Advisors LLC
 Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Chief Investment Officer | 01/03/2014 | - |
| Portfolio Manager-Equities | 01/03/2014 | - | |
| Head of Private Banking | 01/03/2014 | - | |
The Mechanics Bank Asset Management
 The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Portfolio Manager-Equities | 01/06/1990 | - |
Training of Brian James Pretti
| San Francisco State University | Masters Business Admin |
| University of San Francisco | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MECHANICS BANK | Finance |
| Private companies | 3 |
|---|---|
Transamerica Corp.
Transamerica Corp. Life/Health InsuranceFinance Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA. | Finance |
The Mechanics Bank Asset Management
The Mechanics Bank Asset Management Investment ManagersFinance The Mechanics Bank Asset Management (Mechanics Bank AM) is the asset management arm of Mechanics Bank (OTC US: MCHB), a full-service community banking financial institution headquartered in Richmond, California. Mechanics Bank AM serves as investment managers for individuals and families, trusts and estates, businesses, such as pensions and profit-sharing plans, IRAs and tax-qualified accounts, nonprofit organizations, and private foundations. | Finance |
Capital Planning Advisors LLC
Capital Planning Advisors LLC Investment ManagersFinance Capital Planning Advisors LLC is a SEC-registered investment advisor headquartered in Roseville, California. The firm was founded by Lawrence “Larry” Hansen in 2006 and is a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. Capital Planning Advisors serves individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. | Finance |
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