Role at Pacific Investment Management
- Title on Schedule A
- Managing Director - Executive Committee
- Control
- Candice Whitten is a control person of Pacific Investment Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Candice Whitten has held the filed role since March 2020.
The firm
Form ADV filed 28 August 2026
Career on record
- Passed SIE · 2018
- Passed Series 24 · 2010
- Passed Series 3 and Series 66 · 2006
- Passed Series 7 and Series 63 · 2001
Registrations and exams
Broker registration; no current adviser registration. Candice Whitten has passed 6 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 2001 |
| Series 24 | General Securities Principal Examination | 7 March 2010 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 3 | National Commodity Futures Examination | 30 September 2006 |
| Series 7 | General Securities Representative Examination | 17 October 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Candice Stack Whitten
- CRD
- 4460452
- Registration status
- Broker registration; no current adviser registration
- Firm bio
- pimco.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
PIMCO identifies Candice Stack as Head of Client Management for the Americas and a member of its executive committee. Her prior work includes institutional, U.S. corporate and endowment client teams and Goldman Sachs. PIMCO official expert profile
Education
- MBA, Harvard Business School; BA in economics, Duke University.PIMCO official expert profile
Credentials and memberships
- CFA charterholder.PIMCO official expert profile
Common questions
Where does Candice Whitten work?
Candice Whitten has been Managing Director - Executive Committee of Pacific Investment Management Company LLC since March 2020, and is a control person of the firm.
Does Candice Whitten have a current investment-adviser registration?
Candice Whitten has a current broker registration and no current investment-adviser registration, as of 17 October 2026.
What exams has Candice Whitten passed?
Candice Whitten has passed 6 licensing exams: the Series 7, Series 63, Series 3, Series 66, Series 24 and SIE. The earliest, the Series 7, was passed in October 2001.
Is Candice Whitten a CFA charterholder?
Pacific Investment Management lists Candice Whitten with the CFA credential (“CFA charterholder.”) on its website. CFA Institute confirms certification status.
Source: PIMCO official expert profile
Leadership at Pacific Investment Management
- Emmanuel RomanManaging Director - Executive Committee and Chief Executive Officer
- Thibault StrackeManaging Director - President and Executive Committee
- John KirkowskiManaging Director - Chief Financial Officer
- Robin ShanahanManaging Director - Co-Chief Operating Officer
- Peter StrelowManaging Director - Co-Chief Operating Officer
- Nadia ZakirManaging Director - Global Head of Compliance and Chief Compliance Officer
- Mangala AnanthanarayananManaging Director - Executive Committee
- Andrew BallsManaging Director - Chief Investment Officer (global)
- Stephen ChangManaging Director - Executive Committee
- Gregory HallManaging Director - Executive Committee
- Daniel IvascynManaging Director - Executive Committee and Group Chief Investment Officer
- Kimberley KorinkeManaging Director - Executive Committee
- Jason MandinachManaging Director - Executive Committee
- Mohit MittalManaging Director - Chief Investment Officer (core Strategies) and Executive Committee
- Alfred MurataManaging Director - Executive Committee
- Marc SeidnerManaging Director - Chief Investment Officer (non-Traditional Strategies)
- Jason SteinerManaging Director - Executive Committee
- Sung-Hee SuhManaging Director - Global General Counsel
- Qi WangManaging Director - Chief Investment Officer (portfolio Implementation)