Kevin M. Breen
Profile
Mr. Kevin M.
Breen is a Managing Director at Santa Barbara Asset Management, Inc. He joined SBAM in 2010.
He was most recently a Director of Deutsche Bank where he was responsible for developing and executing a consultant relations initiative for DWS Investments.
Prior to this role he served in various capacities focused on Distribution, Sales Management and Client Service in the Institutional and Institutional Intermediary investment management marketplace with Wells Fargo, SAFECO Asset Management, Columbia Trust Company and Fifth Third Bank.
Additionally, while working as a consultant at Howard Johnson & Company, he worked closely with corporate clients in the employee benefits arena developing and overseeing client engagements.
Mr. Breen earned a BA in Economics/Business Management from Ohio Wesleyan University.
He has earned the Certified Employee Benefit Specialist designation.
Former positions of Kevin M. Breen
| Companies | Position | End |
|---|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Sales & Marketing | - |
Howard Johnson & Co.
 Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Corporate Officer/Principal | - |
Crown Point Trust Co.
 Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Sales & Marketing | - |
| SAFECO Asset Management | Sales & Marketing | - |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Training of Kevin M. Breen
| Ohio Wesleyan University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Private companies | 6 |
|---|---|
Santa Barbara Asset Management LLC
 Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Finance |
| SAFECO Asset Management | Finance |
Crown Point Trust Co.
Crown Point Trust Co. Regional BanksFinance Part of Meiji Yasuda Life Insurance Co., Crown Point Trust Co. is a company that serves as a trustee for retirement plan clients. The company is based in Portland, OR. Crown Point Trust was acquired by Dougherty Petroff Associates, Inc. from Bank of America Corp. on September 30, 2005. | Finance |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Finance |
Howard Johnson & Co.
Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Commercial Services |
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