National City, Private Client Group

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National City, Private Client Group Employees

Employee
Years
Job
Industry
Jennifer A. Kocan, CFP, CIMA Jennifer A. Kocan, CFP, CIMA Cleveland/Akron, Ohio Area Details
Jennifer A. Kocan, CFP, CIMA's National City, Private Client Group Experience July 2000 - May 2008
Job Senior Vice President, Senior Investment Advisor at Hawthorn
Industry Investment Management
Experience
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

Brendan Norman Brendan Norman Indianapolis, Indiana Area Details
Brendan Norman's National City, Private Client Group Experience November 2002 - November 2007
Job Financial Advisor Branch Manager at KeyBank
Industry Investment Management
Experience
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

Matt Mathias Matt Mathias Naples, Florida Area Details
Matt Mathias's National City, Private Client Group Experience August 2007 - September 2009
Job President & CEO at MWM Investment Consulting, LLC
Industry Financial Services
Experience
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

Daniel (Dan) Poole, CFA Daniel (Dan) Poole, CFA Cleveland/Akron, Ohio Area Details
Daniel (Dan) Poole, CFA's National City, Private Client Group Experience October 1997 - June 2009
Job President at SA on Call
Industry Investment Management
Experience
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.

Brent Silver Brent Silver Cleveland/Akron, Ohio Area Details
Brent Silver's National City, Private Client Group Experience March 2007 - November 2008
Job Product Manager at PNC Investments
Industry Investment Management
Experience
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

David Mietty David Mietty Greater Detroit Area Details
David Mietty's National City, Private Client Group Experience 1986 - 1996
Job Director Wealth Management Consultant at UBS Financial Services Inc.
Industry Financial Services
Experience
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)

Susan Bottiggi Susan Bottiggi Columbus, Ohio Area Details
Susan Bottiggi's National City, Private Client Group Experience 1998 - Present
Job Market Executive at National City Bank
Industry Banking
Experience
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

Barry Robinson Barry Robinson Cleveland/Akron, Ohio Area Details
Barry Robinson's National City, Private Client Group Experience 2005 - June 2010
Job EVP Consumer Banking, First National Bank of PA
Industry Financial Services
Experience
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

Paula Moan Paula Moan Indianapolis, Indiana Area Details
Paula Moan's National City, Private Client Group Experience 2007 - Present
Job Wealth Management Banking DirectorIndiana at PNC Wealth Management
Industry Banking
Experience
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

Susan Bardisa Susan Bardisa West Palm Beach, Florida Area Details
Susan Bardisa's National City, Private Client Group Experience 2008 - 2008
Job Senior Marketing Coordinator at National City Bank
Industry Marketing and Advertising
Experience
Cross International  March 2007 - April 2008
National City Private Client Group  2008 - 2008

Education
Jacksonville University   1983 — 1987

Lea Sheptak Lea Sheptak Cleveland, Ohio Details
Lea Sheptak's National City, Private Client Group Experience 2004 - 2007
Job Fiduciary Product Specialist at Hawthorn
Industry Financial Services
Experience
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

Frank Scott Frank Scott Dayton, Ohio Area Details
Frank Scott's National City, Private Client Group Experience 2003 - Present
Job Vice President/Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
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

Lisa Alston Lisa Alston Cleveland/Akron, Ohio Area Details
Lisa Alston's National City, Private Client Group Experience 2002 - 2009
Job Marketing & Communications Specialist at National City Bank
Industry Financial Services
Experience
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

Jay Stewart, CFA Jay Stewart, CFA Greater Chicago Area Details
Jay Stewart, CFA's National City, Private Client Group Experience March 2008 - October 2009
Job Calamos Investments
Industry Financial Services
Experience
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

Gary Chontos Gary Chontos Phoenix, Arizona Area Details
Gary Chontos's National City, Private Client Group Experience 1998 - 2006
Job Senior Portfolio Manager at M&I Wealth Management
Industry Investment Management
Experience
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