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Gregory Sanford profile image

Gregory Sanford

President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Sanford Consulting</span>
Intro Book
Seasoned executive with 40+ years of experience in wealth management and financial services.
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Location
Mission Viejo, California, United Sta...
Skills
  • Wealth Management
  • Investments
  • Investment Management
  • Asset Management
  • Portfolio Management
  • Show all
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Bio

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Gregory Sanford is a seasoned executive with 40+ years of experience in wealth management, investment management, and financial services. He has held various leadership positions, including President at US Trust Co. N.A. and Wilmington Trust, and has expanded the footprint of these firms in California and the Western US. Sanford has also worked at Security Pacific Bank and Santa Barbara Bank and Trust, and has a strong background in executive recruiting and sales training.

Experience

  • Sanford Consulting
    • President
      • Feb 2013 - Present

      2014 has been a very successful Executive Recruiting year, with 7 placements of senior Wealth Management professionals, and three additional projects in progress scheduled to close in Q1 of 2015. 1. Executive Recruiting leveraging 45 years of Financial Services experience and contacts with an e...

  • Santa Barbara Bank and Trust
    • Santa Barbara, California Area
    • Director of Business Development for Wealth Management
      • Dec 2011 - Feb 2013
      • Santa Barbara, California Area

      I joined SBBT on 12/19/11 as the director of business development for wealth management after 3 years of retirement, and I hoped to join the others in senior management to help bring the wealth management group to the next level. Retirement was great, however there is an opportunity at SBBT to m...

  • retired
    • retired
      • Jun 2008 - Dec 2011

      built a new home

  • Wilmington Trust
    • Southern California
    • Regional President
      • 2005 - 2008
      • Southern California

      Was recruited to be the Director and Regional President in California, and significantly expand the WT footprint in California. Unfortunately, this period of time saw significant senior turnover and then a steady decline in The Wilmington Trust overall performance in Delaware, nationally, and the...

  • US Trust Co. N.A.
    • President and CEO
      • Sep 1992 - Dec 2004

      Joined as President in 1992 when the Western US region was one office, 50 employees, and $1 billion AUM. Became President and CEO in 1992 and proceeded to expand the Western US footprint to 9 offices, 400 employees, and $12 billion AUM over the next 10 years. Growth was achieved by executing 4 ...

  • Security Pacific Bank
    • Executive Vice President
      • Jan 1969 - Sep 1992

      Started in the Management Training Program in 1969, and ended as EVP of Investment Management, Trust, and Private Banking in 1992, when the old Bank of America (before Nations Bank acquired them) bought SPNB. I stayed on as Director of Wealth Management for nine months at B of A before being rec...

Education

  • 1969 - 1970
    UCLA Anderson Graduate School of Business
  • 1966 - 1969
    Universtiy of California at Riverside

Suggested Services

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Industry Focus. “Financial Services”

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