First Commonwealth Advisors
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First Commonwealth Advisors Employees
First Commonwealth Advisors Financial AdvisorFirst Commowealth AdvisorsFebruary 2006 - February 2012
Education
Indiana University of Pennsylvania 2007 — 2008
Master of Business Administration (MBA)
Oberlin College 1998 — 2002
Bachelor of Arts (BA), Economics
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
First Commonwealth Advisors July 2014 - Present
First Commonwealth Advisors September 2008 - July 2014
Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Investments, CTFA, Asset Managment, Banking, Equities, Mutual Funds, Wealth Management..., IRAs, Wealth, Relationship Management, High Net Worth..., Trusts, Retirement, Investment Management, Asset Allocation, Strategic Financial..., Portfolio Management, Asset Management
Education
CANNON Financial Institute 2010 — 2012
Personal Trust School
Clarion University of Pennsylvania 2004 — 2008
Liberal Arts
Infinex Investments, Inc. February 2014 - Present
InFirst Financial Advisors, LLC June 2012 - Present
First Commonwealth Advisors December 2010 - June 2012
First Commonwealth Advisors June 1997 - June 2012
Education
College for Financial Planning
Chartered Retirement Planning Counselor - CRPC Professional Designation
University of Pittsburgh
Bachelor of Arts (B.A.), Business/Managerial Economics
Citizens Bank April 2012 - Present
Hartford Life May 2010 - August 2012
First Commonwealth Advisors April 2009 - May 2010
HARTFORD/ PLANCO August 2007 - December 2008
HARTFORD/PLANCO June 2006 - August 2007
HARTFORD/PLANCO January 2006 - May 2006
Skills
Series 7, Chartered Mutual Fund..., Financial Advisory, Series 63, Retirement Planning, Mutual Funds, Fixed Annuities, Retirement, 401k, Series 6
Education
Penn State University 2001 — 2005
BA, Business
First Commonwealth Advisors 2007 - Present
Allegheny Financial Group 2002 - 2006
KPMG Advisory 2000 - 2002
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University 1989 — 1991
First Commonwealth Advisors April 2009 - Present
BABB, Inc and Northwestern Mutual (Employee Benefits Division) January 2002 - April 2009
The Sherwin Williams Company June 1993 - December 2001
Skills
Employee Benefits, Health Insurance, Disability Insurance, Benefits Administration, Insurance, Management, Health Savings Accounts, Human Resources, COBRA, Life Insurance, Brokers, Small Business, Term Life Insurance, Team Building, Strategic Planning
Education
Edinboro University, School of Business, BS 1982 — 1987
BS Business Administration/Marketing, Business, Sales, Marketing
First Commonwealth Advisors PresidentAllegheny Investments2001 - 2004
Allegheny Financial Group 2001 - 2004
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University
BA Economics, Accounting, Economics
First Commonwealth Advisors March 2011 - Present
First Commowealth Advisors 2011 - Present
First Commonwealth Bank April 2008 - March 2011
First Commonwealth Bank April 2006 - April 2008
Skills
CRM, Finance, Banking, Credit, Loans, Wealth Management, Asset Management, Mortgage Lending, Portfolio Management, Risk Management, Investments, Mutual Funds
Education
Indiana University of Pennsylvania
B.S, Rehabilitation