Megan O. in

Megan O.

Inspirer · DISC type id
EVP, Chief Strategy Officer at Montecito Bank & Trust
📍 Santa Barbara County, California, United States

Megan is the EVP, Chief Strategy Officer at Montecito Bank & Trust, leveraging over 20 years of marketing experience from top NYC ad agencies like Ogilvy. She develops the bank’s strategic vision by blending creative storytelling with growth initiatives. Colleagues praise her as being highly strategic, collaborative, and diligent. She earned her BA from the University of Southern California.

A self-described "transplanted New Yorker, " Megan is deeply committed to her local community. She is an active volunteer and nonprofit leader, recently joining the board of the Santa Barbara Zoo. Her past board service includes Angels Foster Care Santa Barbara and the Montecito Association, showcasing her passion for community impact.

In May 2025, a commercial campaign she spearheaded for Montecito Bank & Trust won a Silver Telly Award for its compelling community-focused storytelling.

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Experience
25 Years
Current Role
EVP, Chief Strategy Officer
Job Level
Leadership
Location
Santa Barbara County, California, United States
Personality Overview

How Megan shows up

Charming & Persuasive
Achievment Oriented
Fast Adopter

They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Priorities

Topics Megan cares about

Brand Storytelling
Her career is rooted in bringing brand narratives to life for clients like Time Warner Cable and M&Ms, a skill she now applies to community banking.
Nonprofit Leadership
Demonstrates a strong commitment to community service through board memberships at organizations like the Santa Barbara Zoo, Angels Foster Care, and the Montecito Association.
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Career

Work history

11-2017
EVP, Chief Strategy Officer
Montecito Bank & Trust
4-2015
SVP, Director of Marketing
Montecito Bank & Trust
4-2014 - 3-2015
Group Account Director
Havas Worldwide
2-2010 - 3-2014
Global Executive Group Director
Ogilvy & Mather
11-2007 - 11-2009
Digital Account Director
imc²
In the press

Media appearances

Montecito Bank & Trust expands executive leadership team. Featured in Pacific Business Times
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Education
1993 - 1998
BA
University of Southern California
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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