National City, Private Client Group
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National City, Private Client Group Employees
Hawthorn, PNC Family Wealth May 2008 - Present
National City Private Client Group July 2000 - May 2008
Skills
Investments, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Mutual Funds, Investment Management, Strategic Financial..., Retirement Planning, Relationship Management, Alternative Investments
Education
Cleveland State University
MBA
KeyBank December 2013 - Present
Greater Indianapolis Red Cross 1995 - Present
Fifth Third Bank March 2012 - November 2013
Salin Bank and Trust March 2011 - April 2012
Nationwide Retirement Solutions March 2009 - March 2011
National City Private Client Group November 2002 - November 2007
Raymond James and Associates November 2000 - November 2002
KeyBank National Association February 1995 - November 2000
Skills
Financial Planning, Trust Management, Investments, Life Insurance, Asset Protection, Private Banking, Retirement, Wealth Management, Strategic Financial..., Small Business, Business Development, Business Planning, Banking, Finance, Retirement Planning, Portfolio Management, Management
Education
Indiana University Bloomington 1991 — 1994
B.A., Economics
MWM Investment Consulting, LLC September 2009 - Present
The Garden of Hope and Courage 2008 - 2014
The Garden of Hope and Courage 2008 - 2014
National City Private Client Group August 2007 - September 2009
US Trust April 2005 - August 2007
Wachovia April 1994 - April 2005
Skills
Wealth Management, Investments, Microsoft Office, Asset Management, Financial Planning, Portfolio Management, Alternative Investments, Strategic Planning, Mutual Funds, Banking, Estate Planning, Budgeting, Asset Allocation, Investment Advisory
Education
Florida State University - College of Business 1988 — 1992
BS, Business Administration - FInance, Multinational Business
Leadership Collier
SA on Call, LLC 2009 - Present
FINRA 2005 - Present
Lake Erie Nature & Science Center 2004 - December 2010
National City Private Client Group October 1997 - June 2009
Oppenheimer & Co. 1994 - 1997
H&R Block Financial Advisors 1991 - 1993
Skills
Portfolio Management, Equity Research, Capital Markets, Compliance, Research, Finance, Investments, Asset Management, Financial Modeling, FINRA, Securities, Equities, Series 7, Mutual Funds, Bloomberg, Investment Management
Education
University of Detroit 1986 — 1988
M.B.A.
Eastern Michigan University 1980 — 1984
B.A.
PNC Investments April 2011 - Present
Lineweaver Financial Group February 2009 - April 2011
National City Private Client Group March 2007 - November 2008
McDonald Investments June 2004 - February 2007
McDonald Investments November 2001 - May 2004
H&R Block Financial Advisors July 2000 - November 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management
Education
John Carroll University 2006 — 2008
MBA, Finance
Miami University 1996 — 2000
Bachelor of Science in Business, Finance
Mayfield High School 1990 — 1996
UBS Financial Services Inc. July 1999 - Present
UBS FINANCIAL SERVICES, INC July 1999 - Present
Comerica Bank August 1996 - July 1999
National City Bank January 1994 - January 1996
National City Private Client Group 1986 - 1996
National City Bank September 1986 - December 1993
Ameritrust 1984 - 1986
Ameritrust 1982 - 1984
Skills
Wealth Management, Strategic Financial..., Estate Planning
Education
Investment Management Consultants Association 2006 — 2008
CPWA(SM), Chartered Private Wealth Advisor (SM)
Weatherhead School of Management at Case Western Reserve University 1980 — 1985
Master of Business Administration, Finance
Case Western Reserve University School of Law 1981 — 1984
Juris Doctor, Corporate Law and Taxation
American Bankers Association
Certificate, National Trust School
Case Western Reserve University 1979 — 1980
Bachelor of Arts, Psychology / English
Marian University 1975 — 1978
Music / Art
College of Financial Planning
CFP (R), Certified Financial Planner (R)
National City Bank TrusteeYWCA Columbus2005 - Present
National City Private Client Group 1998 - Present
National City Corporation 1980 - Present
Education
The Ohio State University Fisher College of Business 1979 — 1980
MBA, Marketing
Ohio Wesleyan University 1971 — 1975
First National Bank of PA July 2010 - Present
F.N.B. Corporation 2010 - 2011
F.N.B. Corporation 2010 - 2011
National City Private Client Group 2005 - June 2010
National City Bank 2005 - June 2010
Education
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA
Penn State University 1981 — 1985
Bachelor of Science (BS), Finance, General
PNC Wealth Management June 2010 - Present
National City Private Client Group 2007 - Present
National City Bank 2006 - June 2010
National City September 2002 - April 2007
Skills
Commercial Banking, Commercial Lending, Asset Management, Financial Management, Credit, Credit Analysis, Loans, Banking, Coaching, Change Management, Employee Relations, Compensation, Performance Management, Talent Management, Customer Relations, Organizational..., Consumer Lending, Customer Service, Retail Banking, Leadership, Private Banking, Small Business Lending, Branch Banking, Wealth Management, Management
Education
Clarion University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Marketing
North Hills High School 1978 — 1981
Cross International March 2007 - April 2008
National City Private Client Group 2008 - 2008
Education
Jacksonville University 1983 — 1987
PNC Wealth Management July 2011 - Present
BNY Mellon Wealth Managment October 2007 - June 2011
National City Private Client Group 2004 - 2007
Skills
Investments, Wealth Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Wealth, Securities, Mutual Funds, Retirement Planning, Financial Analysis
Education
Lake Erie College 2005 — 2009
MBA
Kent State University 1986 — 1990
BS, Business
PNC January 2003 - Present
PNC Wealth Management January 2003 - Present
National City Private Client Group 2003 - Present
Nationalcity Bank 2003 - Present
Dayton Racquet Club 2009 - 2010
C. H. Dean & Associates Inc May 1973 - December 1999
Dean Investment Associates 1973 - 1999
Skills
Asset Managment, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Banking Relationships, Wealth Management, Retirement Planning, Asset Management, Banking, Investments, Investment Advisory, Investment Strategies
Education
U.S. Air Force Institute of Technology 1972 — 1973
MS, Logistics Management
University of Colorado Boulder 1968 — 1970
BS, Accounting
Progressive Insurance March 2011 - April 2013
National City Bank March 2002 - August 2009
National City Private Client Group 2002 - 2009
STERIS Corporation 1999 - 2002
OfficeMax 1995 - 1999
Education
Regis University 2005 — 2008
Lake Catholic High School 1989 — 1993
Calamos Investments 2012 - Present
PNC Wealth Management October 2009 - April 2012
National City Private Client Group March 2008 - October 2009
National City Bank February 2007 - March 2008
National City Bank June 2005 - February 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Valuation, Financial Modeling, Financial Analysis, Equities, Fixed Income, Investment Advisory, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Economics, International Business, Entrepreneurship
University of Kentucky 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
M&I Wealth Management Portfolio ManagerM&I Trust Company2006 - Present
National City Bank June 1998 - October 2006
National City, Private Client Group 1998 - 2006
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
MBA, Finance