JB

Jessica Buchholz

Vp/trust Operations Manager at Montecito Bank & Trust

Jessica Buchholz currently serves as VP/Trust Operations Manager at Montecito Bank & Trust since September 2023. Previously, Jessica worked at Enterprise Trust & Investment Company from April 2008 to October 2023 as an Operations Officer, where key responsibilities included settling trades, processing wires, managing check issuances and transfers, and auditing Safe Deposit Box activities. Prior experience includes a role in Trust Operations at M&I Wealth Management (now BMO Harris) from July 2006 to October 2007, focusing on security movement, control of foreign trades, and broker/dealer communication. Jessica Buchholz holds a Certified Securities Operations Professional (CSOP) designation from Cannon Financial Institute (2009-2011) and a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee (2002-2006).

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