McKinley Carter Wealth Services
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McKinley Carter Wealth Services Employees
Bank of America Merrill lynch June 2015 - Present
McKinley Carter Wealth Services January 2014 - June 2015
BNY Mellon August 2010 - January 2014
PNC October 2009 - August 2010
PNC 2007 - 2010
Skills
Securities, Cash Management, Portfolio Management, Mutual Funds, Credit Analysis, Treasury Services, Asset Allocation, Strategic Financial..., Risk Management, Financial Modeling, Finance, Investment Strategies, Bloomberg, Valuation, Corporate Finance, Treasury Management, Banking, Commercial Lending, Retirement Planning, Capital Markets, Analysis, Mergers & Acquisitions, Payments, AML, Cross Selling, Lines Of Credit, Due Diligence, Accounting, Management, Sales, Investment Banking, ACH, Wire, Lockbox, Sweep Accounts, Branch Management, Teller Operations, Retail Banking, Commercial Banking, MBA, Series 65, Financial Services, Investments, Customer Service, Leadership, Loans, Financial Analysis, Financial Planning
Education
Point Park University
MBA
University of Pittsburgh
Economics
North Allegheny Highschool
Vescio Asset Management August 2012 - Present
McKinley Carter Wealth Services September 2010 - August 2012
Garrison Institutional Asset Management 2002 - 2004
Mercantile Bank 1996 - 1999
Mercantile Bank 1995 - 1997
Federated Investors 1992 - 1994
Skills
Investment Strategies, Fixed Income, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, Wealth Management, Series 7, Series 63, Mutual Funds, Mergers & Acquisitions, Asset Managment, Management, Retirement Planning, Accounting, Equities, Investment Management, Strategic Financial...
Education
Duquesne University 1989 — 1992
BSBA, Accounting, Accounting
McKinley Carter Wealth Services February 2012 - Present
High Growth Stock Investor Software January 2010 - February 2012
Fifth Third Bank of Ohio December 2007 - December 2009
PowerLink July 2001 - June 2007
Mellon (now BNY Mellon) Asset Management June 1996 - August 2001
PNC Financial June 1985 - June 1996
Skills
Fundraising, Investments, Non-profits, Strategy, Entrepreneurship, Public Speaking, Portfolio Management, Nonprofits, Leadership, Program Management, Wealth Management, Marketing Strategy, Strategic Planning, Strategic Financial..., Finance, Financial Services, Investment Advisory, Customer Service, Management, Customer Relations, Budgets, Community Outreach, Mutual Funds, Analysis, Alternative Investments, Business Development, Start-ups, Financial Advisory, Venture Capital, Investment Strategies
Education
Carnegie Mellon University
M.S., Public Policy Analysis
Penn State University
B.A., History
McKinley Carter Wealth Services June 2013 - Present
Oglebay Institute January 2007 - June 2013
Kathleen McDermott Consulting January 2002 - December 2006
Oglebay Institute July 1998 - December 2002
Oglebay Institute July 1994 - June 1998
Skills
Fundraising, Grant Writing, Nonprofits, Volunteer Management, Community Outreach, Strategic Planning, Public Relations, Event Management, Event Planning, Program Development, Public Speaking, Philanthropy, Annual Giving, Marketing Communications
Education
Carnegie Mellon University 1992 — 1994
MA, Art Management
Dickinson College 1987 — 1991
BA, Art History
McKinley Carter Wealth Services November 2011 - Present
American Farmland Trust February 2014 - July 2014
YPO-WPO November 2003 - November 2011
Young Presidents' Organization 2003 - November 2011
Skills
Association Management, Special Events, Corporate Events, Leadership, Nonprofits, Marketing Strategy, Management, Entrepreneurship, Public Speaking, Microsoft Office, Salesforce.com, NetDocuments, Constant Contact, Event Management..., Event Management, Event Planning
Education
George Mason University
Bachelor of Arts (B.A.), Economics
PMPI CMP Boot Camp
PMPI CMP Boot Camp
WA Wilson & Sons, Inc December 2011 - Present
Land & Mineral Management of Appalachia September 2011 - December 2011
McKinley Carter Wealth Services November 2008 - September 2011
National Institute of Financial Education March 2008 - March 2010
J. Michael Mortgage Corporation April 2001 - December 2008
Wells Fargo Home Mortgage 2000 - 2001
Education
Ohio University 1991 — 1995
Bachelor of Science
McKinley Carter Wealth Services January 2014 - Present
YellowWood Financial Advisors, Inc. September 1993 - March 2014
BDO Seidman, LLP 2001 - 2004
Bornstein, Redler & Lipton, CPAs 1981 - 2000
Arthur Andersen July 1978 - September 1981
Education
Indiana University Bloomington 1974 — 1978
BS, Accounting
McKinley Carter Wealth Services March 2015 - Present
Federated Investors January 2000 - July 2013
First Investors March 1983 - December 1999
Skills
Series 63, Series 7, Mutual Funds, 401k, Financial Services, Sales Presentations, Wholesale, Defined Contribution, Sales Management, Sales, Customer Service, Salesforce.com, Series 24, FINRA, Retirement, Securities, Relationship Management, Qualified Retirement..., Retirement Planning, Series 6, Asset Allocation, Uniform Combined State..., Series 65, Wealth Management, Variable Annuities, Alternative Investments, Investment Advisory, Separately Managed..., Asset Management, Investment Strategies, Investments, Financial Advisory, Fixed Annuities, Finance, ETFs, Investment Management, Retirement Plan..., ERISA, Strategic Financial..., Equities, Pensions, Portfolio Management, Hedge Funds, Life Insurance, Profit Sharing, Wealth Management..., Financial Planning
Education
Franciscan University of Steubenville 1975 — 1979
Bachelor of Science (BS), Accounting
McKinley Carter Wealth Services Portfolio Administrator/OperationsSnow Capital Management L.P.May 2004 - May 2015
BNY Mellon May 2000 - May 2004
Skills
Financial Reporting, Account Reconciliation, Microsoft Excel, Asset Management, Outlook, PowerPoint, Investments, Accounting, Reconciliation, Excel, GIPS Compliance, Advent, Data Exchange, REX, Securities, Trading, Customer Service
Education
Robert Morris University 2001 — 2003
Master's in Business Administration
Indiana University of Pennsylvania 1996 — 2000
B.S., International Business Management (minor: Accounting)
McKinley-Carter Wealth Services January 2008 - Present
Juice Plus+ 2007 - Present
Edgewood Summit Inc. 2004 - Present
Charleston Civic Center 1988 - Present
Arthur B Hodges Center Inc 2001 - June 2011
Kanawha Investment & Trust Co. June 2001 - November 2007
City Mortgage Services June 1996 - May 2001
Eagle Bancorp Inc June 1976 - June 1996
Skills
Investments, Wealth Management, Finance, Strategic Financial..., Leadership, Strategic Planning, Due Diligence, Income Tax, Portfolio Management, Financial Reporting, Profit Maximization, Entrepreneurship, Investment Strategies, Mergers & Acquisitions, Mortgage Lending, Asset Allocation, Asset Management, Executive Management, Financial Analysis, Risk Management, Small Business
Education
University of Charleston 1969 — 1970
BS, Accounting/Finance
Bowdoin College 1965 — 1967
Accounting and Finance
McKinley Carter Wealth Services August 2009 - Present
McKinley Carter Wealth Services May 2009 - August 2009
Education
Bethany College 2007 — 2009
Undergrad, International Economics
Wheeling Jesuit University 2005 — 2007
Undergrad, International Business and Finance
Bethany College
Bachelor of Arts, International Economics
Wheeling Jesuit University
International Business and Finance
McKinley Carter Wealth Services December 2014 - Present
McKinley Carter December 2014 - Present
UBS Financial Services, Inc. December 2011 - December 2014
THE BETHESDA GROUP September 2010 - December 2011
LIBERTY TAX SERVICES January 2007 - April 2011
Jones Lane Elementary School July 2007 - June 2009
FREEDOM TAX ADVISORS March 2007 - January 2008
Bare Associates International January 2007 - December 2007
TIAA-CREF June 1999 - June 2002
National Academy of Sciences June 1996 - June 1999
Skills
Financial Services
Education
The George Washington University 1999 — 2002
Master of Business Administration, MBA
University of Massachusetts 1986 — 1990
Bachelor of Science, Psychology
McKinley Carter Wealth Services February 2015 - Present
Central Catholic High School August 2014 - January 2015
St. Michael Parish School June 2009 - August 2014
National Technology Transfer Center February 2005 - 2007
Digital Designs 1998 - 2005
Brethren Mutual Insurance Company 1987 - 1997
Skills
Teaching, Marketing, Public Relations, Public Speaking, Nonprofits, Event Planning, Newsletters, Volunteer Management, Community Outreach, Philanthropy, Grant Writing, Media Relations, Program Development, Event Management, Fundraising, Leadership, Social Media
Education
Penn State University 1983 — 1987
BA, Journalism/PR