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Candice Whitten

Managing Director - Executive Committee at Pacific Investment Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Candice Whitten is Managing Director - Executive Committee of Pacific Investment Management Company LLC, a Newport Beach investment adviser managing $3.67T. Candice Whitten has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

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

Pacific Investment Management Company LLC
Newport Beach, CA

Form ADV filed 28 August 2026

$3.67T AUM41,699 clients628 advisers7 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2010
  3. Passed Series 3 and Series 66 · 2006
  4. Passed Series 7 and Series 63 · 2001

Registrations and exams

Broker registration; no current adviser registration. Candice Whitten has passed 6 qualifying exams.

Examinations

Series 667 December 2006
Name
Uniform Combined State Law Examination
Series 636 November 2001
Name
Uniform Securities Agent State Law Examination
Series 247 March 2010
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 330 September 2006
Name
National Commodity Futures Examination
Series 717 October 2001
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

Credentials and memberships

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.

Source: Form ADV, Schedule A, filed 28 August 2026

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.

Source: IAPD individual record, checked 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.

Source: IAPD individual record, checked 17 October 2026

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 Roman
    Managing Director - Executive Committee and Chief Executive Officer
  • Thibault Stracke
    Managing Director - President and Executive Committee
  • John Kirkowski
    Managing Director - Chief Financial Officer
  • Robin Shanahan
    Managing Director - Co-Chief Operating Officer
  • Peter Strelow
    Managing Director - Co-Chief Operating Officer
  • Nadia Zakir
    Managing Director - Global Head of Compliance and Chief Compliance Officer
  • Mangala Ananthanarayanan
    Managing Director - Executive Committee
  • Andrew Balls
    Managing Director - Chief Investment Officer (global)
  • Stephen Chang
    Managing Director - Executive Committee
  • Gregory Hall
    Managing Director - Executive Committee
  • Daniel Ivascyn
    Managing Director - Executive Committee and Group Chief Investment Officer
  • Kimberley Korinke
    Managing Director - Executive Committee
  • Jason Mandinach
    Managing Director - Executive Committee
  • Mohit Mittal
    Managing Director - Chief Investment Officer (core Strategies) and Executive Committee
  • Alfred Murata
    Managing Director - Executive Committee
  • Marc Seidner
    Managing Director - Chief Investment Officer (non-Traditional Strategies)
  • Jason Steiner
    Managing Director - Executive Committee
  • Sung-Hee Suh
    Managing Director - Global General Counsel
  • Qi Wang
    Managing Director - Chief Investment Officer (portfolio Implementation)

Sources

  1. IAPD individual record, CRD 4460452. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Pacific Investment Management Company LLC, filed 28 August 2026. Title, control and ownership bands.
  3. Pacific Investment Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Candice Whitten or Pacific Investment Management Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.