Experience
Wilmington Trust  September 2006 - Present
SLC Marketing Resources   September 2004 - September 2006
PNC Advisors   May 1998 - May 2004
CoreStates Financial Corp  January 1995 - January 1998
CoreStates Investment Advisers   January 1992 - January 1995
First Pennsylvania and CoreStates Banks   January 1983 - January 1992

Skills
Product Development, Project Management, Branding & Identity, Competitive Analysis, Market Research, Marketing, Asset Allocation, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Series 7, Asset Management, Financial Services, Mutual Funds, Strategy, Training

Education
Villanova University   1986 — 1990
M.B.A., Finance

Indiana University of Pennsylvania   1978 — 1982
B.S., Business, Marketing

Experience
Wilshire Associates  April 1997 - Present
Westinghouse Electric Company  July 1995 - April 1997
PNC Advisors   July 1990 - May 1995

Skills
Investments, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Allocation, Asset Management, Private Equity, Portfolio Management, Investment Management, Capital Markets, Valuation

Education
Carnegie Mellon University - Tepper School of Business   1992 — 1995
MBA, Finance

Yale University   1985 — 1989
B.A., Economics

Experience
The Leasing Group, LLC   April 2004 - Present
PNC Advisors   May 1998 - September 2003
PNC Leasing Kentucky   October 1979 - May 1997

Skills
Tax, Credit Analysis, CPA, Collections, Accounting

Education
University of Kentucky   1970 — 1974
B.S., Accounting

Experience
Catrabone Inc.   November 2007 - Present
PNC Advisors   July 2000 - November 2007

Skills
Financial Analysis, Strategic Planning, Microsoft Office, Microsoft Word, Budgets, Financial Services, Microsoft Excel, PowerPoint, Credit

Education
Slippery Rock University of Pennsylvania

Experience
Pittsburgh Bureau of Police  April 2014 - Present
Pittsburgh Bureau of Police  April 2001 - April 2014
PNC Advisors   September 1998 - April 2001

Skills
Enforcement, Police, Criminal Investigations, Interrogation, Private Investigations, Criminal Justice, Patrol, Evidence, Homeland Security, Emergency Management, Criminal Law, Firearms, Crime Prevention, Public Safety, Fraud, Investigation, Surveillance, Taser, Community Policing, Crime Scene..., Law Enforcement..., Police Training, Protection, Security Operations, Personal Protection, Background Checks, Corporate Security, Field Training Officer, SWAT, Tactics, First Responder, Counterintelligence, NIMS, Personal Security, Field Training, Homicide Investigations, Emergency Services, Hostage Negotiator, Active Shooter, Dignitary Protection, Incident Command, Criminal Intelligence, Police Administration, Weapons, Preparedness, Law Enforcement

Education
Robert Morris University   1991 — 1997
BS, Accounting

Bishop Canevin   1987 — 1991

Experience
Stock Yards Bank & Trust Company  June 2015 - Present
PNC Wealth Management  May 2012 - May 2015
Fifth Third Bank  August 2007 - April 2012
PNC Advisors   September 2001 - August 2007
JP Morgan Chase (nee Banc One Investment Advisors)   May 1995 - September 2001

Skills
Portfolio Management, Investments, Investment Strategies, Securities, Mutual Funds, Risk Management, Alternative Investments, Process Improvement, Asset Allocation, Asset Management, Risk Assessment, Relationship Management, Wealth Management, ETFs, Hedge Funds, Financial Markets, Bonds, Investment Advisory, Investment Management, Finance, Options, Retirement Planning, Equities, Series 63, Fixed Income, Bloomberg, High Net Worth..., Financial Modeling, Equity Research, Financial Risk, 401k, Retirement, Financial Analysis, Capital Markets, Banking, Cash Management, Valuation, Trust Services, Financial Advisory

Education
University of Kentucky   1990 — 1995
Bachelor of Business Administration, Finance

Experience
Strategic Wealth Partners  January 2014 - Present
Wealth Management Consultant   March 2012 - December 2013
BNY Mellon Wealth Management  August 2006 - March 2012
FIRST NATIONAL TRUST COMPANY   August 2004 - August 2006
National City Bank  July 2002 - August 2004
PNC Advisors   August 1996 - July 2002
Heritage Trust Company  March 1995 - August 1996
MELLON BANK, NA  June 1993 - March 1995

Skills
Asset Management, Leadership, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Estate Planning, Financial Analysis, Banking, Equities, Securities, Loans, Investment Management, Due Diligence, Management, High Net Worth..., Series 63, Corporate Finance, Financial Advisory, Investment Strategies, 401k, Accounting, Retirement Planning, Mergers & Acquisitions, Finance, Relationship Management, Credit, Wealth, Wealth Management..., Insurance, Risk Management, Employee Benefits, Financial Services, Marketing, Small Business, Cash Management, Investment Advisory, Succession Planning, Retirement, Capital Markets, Financial Modeling, Life Insurance, Retirement Plan..., Certified Financial...

Education
Bucknell University   1988 — 1992
BSBA, Accounting

Bucknell University   1988 — 1992
Bachelor of Science, Business Administration

Cathedral Prep

Experience
Calvin Investment Group, LLC   2007 - Present
Susquehanna Wealth Management   2010 - 2011
US Trust. Division of Charles Schwab Co.   December 2005 - February 2007
PNC Advisors   1990 - 2005

Skills
Investment Mangement, Business Strategy, Mentoring, Wealth Management, Asset Managment, Investments, Investment Strategies, Retirement, Investment Management, Risk Management, Asset Management, Asset Allocation, Credit, Financial Advisory, Financial and Estate..., Sales Mangement and..., Banking, High Net Worth..., Strategy, Mutual Funds, Securities, Pensions, Portfolio Management, Hedge Funds, Financial Services

Education
University of Pennsylvania - The Wharton School   1985 — 1988
BBA, Management, Cum Laude

University of Pennsylvania - The Wharton School   1985 — 1988
Bachelor’s Degree, BBA, Management, Cum Laude, A+

Experience
BNY Mellon Wealth Management  November 2013 - Present
Financial Planning Association - Pittsburgh Chapter   January 2011 - Present
fi360  April 2012 - October 2013
Wells Fargo Private Bank  July 2010 - April 2012
Waldron Wealth Managment, LLC   December 2008 - July 2010
PNC Advisors   January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company   1997 - 2001

Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation

Education
Duquesne University School of Law   1990 — 1994
Doctor of Law (J.D.), Law

Duquesne University   1980 — 1983
BS, Business Adminisration

Experience
Washington University School of Medicine  2015 - Present
Networking Health, Ltd.   February 2010 - Present
Johns Hopkins University  August 2009 - Present
Quality of Life Research   2015 - Present
Otology-Neurotology   2011 - 2015
PNC Advisors   January 2008 - July 2009

Skills
Data Analysis, Stata, Statistics, R, Economics, Research, Public Health, Financial Modeling, Financial Analysis, Data Mining, Health Economics, Applied Economics, Medicine, Cochlear Implants, Clinical Research, Community Outreach, EMRs, EMR Training, Healthcare, Mobile Health, Social Entrepreneurship

Education
The Johns Hopkins University School of Medicine   2009 — 2015
Doctor of Medicine (M.D.), Medicine

The Johns Hopkins University   2007 — 2009
MA, Economics

The Johns Hopkins University   2003 — 2007
BS, Applied Mathematics, Economics

Experience
HD Vest Financial Services  January 2007 - Present
PNC Advisors   September 2005 - January 2007
PNC Advisors   June 2004 - September 2005
HD Vest Financial Services  April 2000 - April 2004
HD Vest Financial Services  April 1998 - April 2000
HD Vest Financial Services  January 1997 - April 1998

Skills
Chartered Financial..., Chartered Financial..., Certified Financial..., FINRA Series 7 and 66

Education
The University of Texas at Austin   1992 — 2006
Bachelors of Business Administration, Marketing

College for Financial Planning   2002 — 2005
Master of Science, Financial Analysis

Experience
JP Morgan Private Bank  December 2012 - Present
Sage Hill Partners   November 2008 - September 2012
Decision Strategies International   October 2007 - November 2008
PNC Advisors   January 2004 - October 2007
Bryn Mawr Trust Company  September 2001 - December 2004
SEI Investments  September 1991 - June 2000
Goldman Sachs  June 1990 - August 1990
Procter & Gamble  August 1985 - August 1989

Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions

Education
Harvard Business School   1989 — 1991
MBA

Princeton University   1981 — 1985

Cherry Hill East

Experience
Shadyside Dentistry   August 2005 - Present
PNC Advisors   March 2000 - November 2003
Federal Bureau of Investigation  1979 - 1985

Education
Duquesne University   1990 — 1991
Cert, Graduate Level Paralegal Program

Duquesne University   1985 — 1987
MA, Justice Admin

Mercyhurst University   1975 — 1979
BA, Law

Experience
TowerCare Technologies, LLC   July 2007 - Present
Phoenix Systems Group, Inc.   August 2005 - May 2007
PNC Advisors   July 2004 - July 2005
Citizens Bank  March 1996 - July 2004

Skills
Databases, SQL, Business Intelligence, Microsoft SQL Server, Access, MySQL, Visual Basic, Data Analysis, Data Warehousing, Microsoft Excel, Requirements Analysis, Requirements Gathering, Project Implementation, T-SQL, SaaS, ETL, SSIS, SSRS, Quality Assurance, Crystal Reports, Business Analysis, Microsoft Office, Excel, VBA, SQL Server, SQL*Plus, Visio, Project Management

Education
Community College of Allegheny County
AS, Computer Science

Experience
Stormchasers / SERVPRO of Kennett Square / Oxford   September 2012 - Present
Appleton  July 2009 - August 2012
PNC Advisors   January 1998 - November 2008

Skills
Marketing Strategy, Advertising, Marketing, Marketing Communications, Social Media Marketing, Digital Marketing, Social Media, Online Advertising, Sales, New Business Development, Sales Management, Budgets, Business Development, Leadership, Competitive Analysis, Marketing Management

Education
University of Delaware   1999 — 2002
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law

Goldey Beacom College   1994 — 1997
Accounting Information Systems, Accounting and Finance

Experience
Calico Financial   June 2014 - Present
Community Veterinary Partners  February 2013 - Present
MDM Equity Partners LLC   February 2013 - Present
Community Veterinary Partners  June 2012 - February 2013
Catalysta Networks, Inc.   October 2011 - June 2012
Staples  June 2011 - August 2011
F.W. Olin Graduate School of Business at Babson College   September 2010 - August 2011
CMS Companies  October 2007 - May 2010
Wachovia Capital Markets  July 2006 - October 2007
PNC Advisors   May 2005 - August 2005

Skills
Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Industry Analysis, Financial Analysis, Business Strategy, Excel, PowerPoint, Salesforce.com, Quickbooks, Capital IQ, LexisNexis, Forecasting, Budgeting, Budget Development, Budget Analysis, Budget Tracking, Budget Oversight, Financial Reporting, Financial Accounting, Mergers, Investment Banking, Corporate Finance, Strategic Planning, Entrepreneurship, Business Analysis, Competitive Analysis, Business Planning, Microsoft Excel

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2012
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Penn State University   2002 — 2006
Bachelor of Science, Finance

Experience
U. S. Trust   March 2005 - Present
PNC Advisors   March 2000 - March 2005
Bank of Boston  1995 - 2000

Skills
Asset Allocation, Estate Planning, Financial Services, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Management, Investment Advisory, Wealth Management..., Credit, Alternative Investments, Mutual Funds, Investment Management, Series 7, High Net Worth..., Series 63, Investment Strategies, Fixed Income, Securities

Education
University of Pennsylvania - The Wharton School   1968 — 1971
MBA, Economics - Money and Banking

Cornell University   1963 — 1967
BA, Economics

Noble and Greenough School   1957 — 1963
High School, College Preparatory

Experience
A H Williams & Co.   October 2006 - Present
Legg Mason  March 2004 - September 2006
PNC Advisors   December 2000 - March 2004
Harris Trust Bank   1988 - 1997

Skills
Portfolio Management, Equities, Alternative Investments, Investments, Mutual Funds, Bonds, Hedge Funds, Valuation, Equity Research, Investment Strategies, Bloomberg, Equity Valuation, Fixed Income, Series 7, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Wealth Management, Securities, Finance, Trading, Risk Management, Financial Modeling, Capital Markets, Strategy, Financial Services, Financial Advisory, Financial Analysis, Factor Analysis, Endowment Funds, Nonprofits

Education
University of Washington, Michael G. Foster School of Business   1977 — 1979
MBA, Finance

Reed College

Experience
Federal Gov't / Naval Depot / Defense Logistics Agency   February 2010 - Present
Lincoln Financial Group  April 2007 - June 2009
Delaware Investments  December 2004 - March 2007
Delaware Investments  March 1998 - November 2004
PNC Advisors   July 1996 - February 1998
PNC Advisors   January 1995 - June 1996
PNC Advisors   December 1988 - December 1994

Education
Saint Joseph's University   1990 — 1996
Bachelor, Finance

Father Judge High School   1983 — 1987
Diploma, Business

Experience
PNC Merchant Services  January 2008 - Present
PNC Merchant Services  January 2001 - January 2008
PNC Advisors   June 1998 - January 2001
Mellon  1995 - 1998

Skills
PCI DSS, Payments, Fraud, Electronic Payments, Debit Cards, Payment Card Processing, Payment Systems, Credit Risk, Credit, Risk Management, Payment Industry, Risk Assessment, Computer Security, Mobile Payments, Merchant Services, Financial Risk, Retail Banking, Relationship Management, Credit Cards, Financial Services, Banking, Credit Analysis, Commercial Banking

Education
Robert Morris University   2003 — 2005
MBA, General Business

Robert Morris University   1998 — 2002
M.S., Computers & Information Systems

California University of Pennsylvania   1991 — 1995
B.S., Business Admin / Finance

Experience
Johnson Bank  March 2014 - August 2014
BMO Private Bank  May 2012 - February 2014
BMO Private Bank  April 2005 - May 2012
PNC Advisors   2003 - 2004
Wells Fargo Bank  January 1999 - January 2001
Wells Fargo Bank  January 1998 - January 1999
Wells Fargo Bank  January 1989 - January 1997

Skills
Wealth Management, Sales Management, Investment Management, Management, Performance Management, Finance, Business Planning, Coaching, Strategic Planning, New Business Development, Marketing, Financial Analysis, Banking, Sales, Relationship Management, Portfolio Management, Investments, Credit, Financial Services, Strategy

Education
Augsburg College   1979 — 1983
Bachelor of Arts (B.A.), Music Performance, General

Community Involvement
Bachelor, Music

Experience
Evercore  May 2015 - Present
Wilmington Trust Company  September 2011 - May 2015
Wells Fargo Private Bank  February 2005 - September 2011
Wilmington Trust Corporation   December 2002 - November 2004
PNC Advisors   October 1999 - December 2002
Reed Smith Shaw & McClay  May 1996 - October 1999
Mesirov Gelman Jaffe Cramer & Jamieson  May 1995 - May 1996
Richards Layton & Finger  1992 - 1996

Skills
Estate Planning, Wealth Management, Trusts, Risk Management, Investments, Portfolio Management, Asset Management, Securities, Financial Services, Asset Allocation, Management, Alternative Investments, Banking, Financial Planning

Education
Widener University School of Law   1990 — 1992
LL.M., Taxation

Widener University School of Law   1987 — 1990
J.D.

University of Delaware   1983 — 1987
B.A., Political Science

Experience
Citi Private Bank  June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management   May 2003 - June 2010
PNC Advisors   March 2002 - April 2003
The Bank of New York  November 1989 - February 2002
Putnam Trust Company   1996 - 2000
Merrill Lynch Business Financial Services  October 1984 - November 1989

Education
Providence College
Bachelor of Arts (B.A.), Humanities

Experience
Hardesty Capital Management  April 2015 - Present
PNC Wealth Management  February 2009 - April 2015
PNC Advisors   June 2003 - February 2009
Legg Mason  December 1998 - June 2003
USF&G Realty Advisors   1996 - 1998
C.W. Amos & Company, LLC   June 1993 - August 1996

Skills
Portfolio Management, High Net Worth..., Investment Advisory, Investments, Accounting, CPA

Education
Loyola University Maryland   1997 — 1998
Master of Business Administration (MBA), Finance, General

Towson University   1989 — 1993
Bachelor of Science (BS), Accounting

RHS

Experience
Wilmington Trust Company  2010 - Present
Wilmington Trust  2002 - 2010
PNC Advisors   January 1999 - January 2002
THE KILLEN GROUP   January 1997 - January 1999
Mellon Bank  January 1994 - January 1996
CHARLES SCHWAB & CO. INC   January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs)   January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO)   January 1980 - January 1985

Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading

Education
Temple University - Fox School of Business and Management   1990 — 1992
MBA, Finance

Drexel University
Bachelor of Science, Business Administration

CFA

Experience
Independent  February 2011 - Present
Morgan Stanley Private Bank  January 2012 - May 2012
Wells Fargo & Company  March 2010 - January 2011
Law Offices of Jerold E. Rothkoff   October 2007 - October 2009
Law Offices of Nancy M. Rice   January 2002 - September 2007
PNC Advisors   January 1980 - January 2002

Skills
ESTATE AND TRUST..., FIDUCIARY TAXATION, TAX PREPARATION, Public Speaking, Leadership

Education
New England School of Homeopathy   2000 — 2012

Baruch College, City University of New York
B.B.A, Public Accounting

Baruch College, City University of New York (CUNY)
B.B.A., Public Accounting

Graduate Trust School

Experience
Boston University  May 2007 - Present
Investment Advisor Consulting   October 2013 - June 2014
Wells Fargo Private Bank  August 2010 - May 2013
Eaton Vance Management  June 2003 - August 2010
Skip Willauer Sailing   July 1976 - 2010
Hale and Dorr Capital Management   November 1999 - June 2003
PNC Advisors   April 1997 - November 1999
MasterCard  October 1994 - April 1997
Pacific National Bank  February 1992 - October 1994
Nantucket Insurance & Real Estate   May 1986 - May 1988

Skills
Investments, Asset Allocation, Portfolio Management, Portfolio Managers, Investment Strategies, Chartered Financial..., Certified Financial..., Capital Markets Analysis, Portfolio Optimization, Investment Portfolio, Tactical Asset..., International Capital..., Global Tactical Asset..., Investment Theory, Investment Selection, Financial Markets, Planning Advice, Planning Software, Portfolio Assessment, Portfolio Risk, Security Analysis, Model Portfolio, Personal Budgeting, Yacht Racing, USCG Captain, Sailing, Small Boat Operations, Teaching Adults, Teaching, Risk Management, Fiduciary, Stock Research, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Finance, Wealth Management, Asset Management, Hedge Funds, Financial Advisory, Series 7, Fixed Income, Strategy

Education
CFA Institute   1999 — 2002
CFA, Chartered Financial Analyst

College for Financial Planning   1997 — 1998
CFP, Certified Financial Planning

United States Coast Guard   1993 — 1993
Licensed Captain, Master of Near-Coastal Sailing Vessels

Boston University - School of Management   1988 — 1990
MBA

American University - Kogod School of Business   1981 — 1985
BS, Business Administration, Marketing

Experience
Excellerent   September 2013 - Present
Abhijeet Joshi Music   2013 - Present
TMG Health  January 2013 - September 2013
PLS Logistics Services  September 2011 - December 2012
Carnegie Mellon University  April 2010 - September 2011
Crown Castle  June 2005 - March 2010
PNC Advisors   August 2003 - June 2005
Symphoni Interactive LLC   June 2000 - August 2003
Aditi Technologies  June 1999 - January 2000
KPIT Cummins  March 1998 - June 1999

Skills
Vocals, Pro Sound, DJ, SDLC, Agile Methodologies, Software Development, Java Enterprise Edition, Enterprise Architecture, Integration, SOA, Java, Oracle, Cloud Computing, Process Improvement, Agile Project Management, Software Project..., Scrum, Enterprise Software, Web Services, Architecture, Business Analysis, Web Applications, Software Architecture, Technology Evaluation, IT Management, IT Strategy, Business Process..., Vendor Management, Databases, Testing, Business Process, Governance, Software Design, XML, UML, MS Project, Disaster Recovery, J2EE, Software Engineering, Infrastructure..., IT Governance, Application Lifecycle..., Software Development..., Configuration Management, Requirements Analysis, Solution Architecture, Linux, Unix, C++, Security

Education
C-DAC ACTS, Pune   1997 — 1998
Diploma in Advanced Computing, Business Computing

College of Engineering Pune   1992 — 1996
Bachelor in Engineering, Civil Engineering

Experience
Travelport  February 2013 - Present
InterContinental Hotels Group  September 2011 - February 2013
TRC Professional Solutions and Chick-fil-A, Inc   October 2010 - June 2011
Merrill Lynch  September 2009 - October 2010
Citi  January 2008 - September 2009
PNC Advisors   April 2006 - January 2008

Skills
Change Management, Troubleshooting, Servers, Customer Satisfaction, Outlook, Visio, Disaster Recovery, Microsoft Exchange, Microsoft Office, IT Operations, Laptops, Customer Service, Project Management, Technical Support, Process Improvement, Vendor Management, Computer Hardware, Linux, Windows 7, Windows, Help Desk Support, Software Documentation, Time Management, Management, Access, Information Technology, Operations Management, Active Directory, SharePoint, IT Strategy, Integration, IT Management, Call Centers, Security, Training, Team-oriented, Networking, Windows Server, Operating Systems, TCP/IP, ITIL, Testing, XP, Data Center, Business Analysis, SDLC, Databases, IT Service Management, System Administration, Windows XP

Education
American InterContinental University   2010 — 2013
A.A.B.A, Business Admin

Experience
JPMorgan Chase Bank, N.A.   May 2009 - Present
BNP Paribas  July 2007 - May 2009
SEI Investments  November 2003 - 2007
PNC Advisors   2001 - 2003
infonautics  1996 - 2001

Skills
Corporate Actions, Securities, Securities Lending, Options, Derivatives, Equities, Fixed Income, Management, Bloomberg, Financial Services, Back Office, Settlement, Collateral Management, Investment Banking, DTC, Operational Risk, Global Custody, SWIFT payments, Corporate Finance, Bloomberg Terminal, Equity Derivatives, Asset Managment, Middle Office, Investments, Alternative Investments, Bonds, Operational Risk...

Education
St. Joseph's University   2003 — 2005
MBA

Temple University   1999 — 2001
BA

Experience
SEI Investments  January 2013 - Present
SEI  January 2012 - January 2013
SEI Investments  July 2010 - March 2012
SEI Investments  September 2007 - July 2010
SEI Investments  February 2005 - September 2007
PNC Advisors   September 1998 - January 2005

Skills
Mutual Funds, Corporate Actions, Securities, Derivatives, Hedge Funds, Bloomberg, Equities, Alternative Investments, Financial Services, Back Office, Middle Office

Education
Temple University   1998 — 2002
Human Resource Administration

Experience
RAND  July 2003 - September 2009
PNC Advisors   September 2000 - February 2002
PNC Bank  June 1999 - September 2000
Mellon Bank  March 1998 - May 1999
Blue Cross and Blue Shield  November 1997 - February 1998
SouthTrust Bank  November 1995 - November 1997
Mantissa Corporation  September 1993 - August 1995
Robert Morris College  August 1992 - August 1993

Education
Robert Morris University   1989 — 2003
BS, Computer Information Systems

Experience
PNC  February 2014 - Present
PNC  April 2009 - February 2014
PNC Advisors   February 2008 - February 2009
Washington County  August 2006 - February 2008
Washington County, Judge Paul Pozonsky   May 2004 - August 2006
Shopping Center Law Associates   November 2001 - April 2003

Skills
Employment Law, Human Resources, Criminal Law, Private Foundations, Litigation, Writing, Corporate Law, Editing, Legal Research, Management, Leadership, Team Leadership, Negotiation, Estate Planning, Securities, Trusts, Corporate Governance, Legal Compliance, Mergers, Mediation

Education
Duquesne University School of Law   2000 — 2003
Doctor of Law (J.D.), Law

Juniata College   1996 — 2000
BA, English and Business

GLHS   1993 — 1996

Experience
GenSpring Family Offices  2007 - Present
Glenmede Trust Company  2000 - 2007
PNC Advisors   1998 - 2000

Education
Pennsylvania State University   1976 — 1980

Experience
Blackrock  November 2004 - Present
PNC Advisors   November 1996 - August 2003

Skills
Risk Analysis, Process Improvement, Procedure Development, Private Equity, Liquidity, Performance Measurement, Product Development

Education
University of Phoenix   2004 — 2006
Bachelor of Science, Business Managemet

Experience
SEI Investments  2007 - Present
SEI Investments  2005 - 2007
Bryn Mawr Trust  2004 - 2005
PNC Advisors   1998 - 2003

Skills
Corporate Actions

Education
Saint Joseph's University   1994 — 1998
B.S. Finance, Finance

Jesuit High School   1990 — 1994

Experience
PNC Advisors   June 2002 - Present
PNC Wealth Management  2002 - Present
PNC  2002 - Present
PNC Capital Advisors, LLC  2002 - Present
Vanguard  1996 - 2000
Rittenhouse   1993 - 1996
Corestates Capital Advisors  1989 - 1991

Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds

Education
Drexel University   1989 — 1992
MS, Finance

Penn State University   1981 — 1985

Experience
PNC Advisors   March 2013 - Present
Vanguard  April 2001 - April 2012
United States Marine Corps  June 1991 - December 2000
SEI Investments  September 1996 - July 2000

Skills
Change Management, Contract Negotiation, Series 63, Series 7, Market Analysis, New Business Development, Cross Selling, Contract Negotiations, Series 66, Business Development, Product Development, Marketing Strategy, Marketing Management, Leadership Development, Team Building, Team Management, Cross-functional Team...

Education
Rutgers, The State University of New Jersey-New Brunswick   1988 — 1990
B.A ., English

Southern Methodist University   1985 — 1988

Northfield Mt. Hermon   1984 — 1985

Chestnut Hill Academy   1979 — 1984

Experience
Stonehaven Private Wealth Management LLC   June 2013 - Present
Charlise Brown Whiteside CFP   October 2012 - Present
Morgan Stanley Smith Barney  June 2010 - October 2012
PNC Advisors   December 2004 - June 2008
Eastern Bank  2000 - 2002
State Street Global Advisors  1993 - 2000
Phase II Acquisitions   1987 - 1993
State Street Global Advisors  1981 - 1987
First Bank  1979 - 1981
IBM  1976 - 1979

Skills
Investment Management, Wealth Management, Wealth Management..., Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Trusts, Mutual Funds, Asset Managment, Trust Services, Investment Strategies, Strategic Planning, Financial Analysis, Securities, Credit, Due Diligence, Financial Planning, Portfolio Management, Investments, Venture Capital

Education
Yale University   1972 — 1976
Bachelor's Degree

West Islip High School

Boston University College of Financial Planning
Certificate in Financial Planning, Financial Planning

Kennedy Sinclair   1980 — 1981
trusts, estate, and financial planning

New York State Pension School
Erisa

Emerson College
graduate certificate, Writing

Experience
Allegheny Health Network  March 2012 - Present
Freddie Mac  January 2011 - March 2012
PNC Realty Investors  June 2006 - December 2010
AEW Capital Management  May 2004 - May 2006
DirectJet, Inc   May 2003 - May 2004
Terrabrook Real Estate Development Group   June 2002 - September 2002
PNC Financial Services Group  March 2000 - February 2001
PNC Advisors   April 1998 - March 2000

Skills
PA Real Estate License, Valuation, Corporate Finance, Financial Modeling, Finance, Real Estate, Asset Management, Lease Negotiations, Investments, Portfolio Management, Investment Properties, Loans, Real Estate Economics, Disposition, Due Diligence

Education
Georgetown University - The McDonough School of Business   2001 — 2003
MBA, Finance

Lehigh University   1993 — 1997
BA, Government

St. Paul's School   1989 — 1993

Experience
PNC Advisors   Vice President/Commercial LendingYardville National Bank2006 - 2008

Education
Georgetown University

Experience
PNC Bank  2010 - Present
PNC Advisors   May 2009 - June 2010
Smith IT   2006 - 2009

Skills
System Administration, Servers, Windows Server

Education
University of Maryland College Park   2006 — 2010

Experience
PNC Capital Advisors  2006 - Present
PNC Advisors   1987 - 2005

Skills
Fixed Income, Asset Managment, Collateral Management, Options, SWIFT messaging, Enterprise Risk..., Enterprise Data, Market Data, Regulatory Affairs, Dodd-Frank, Quantitative Analytics, Data Analysis, Investment Management, Financial Services, Hedge Funds, Securities, Investments, Mutual Funds, Settlement, Equities, Bonds, Bloomberg, Series 7, Asset Management

Education
Villanova University   1982 — 1982
B.S., Economics

Boston University   1978 — 1981
economics, Business

Experience
Metro Bank  July 2006 - Present
Metro Bank  February 2003 - Present
PNC Advisors   1985 - 2002

Skills
Commercial Lending, Retail Banking, Banking, Cash Management, Customer Service, Mortgage Lending, Credit Analysis, Loans, Lines Of Credit, Financial Analysis, Small Business Lending, Credit, Consumer Lending, Commercial Banking

Education
Robert Morris University

Experience
Renco Corporation   2008 - Present
PNC Advisors   2005 - 2008

Skills
Mergers, Investor Relations

Education
Suffolk University Law School   1979 — 1982
Juris Doctor, Banking, Corporate Finance and Securities Law

Bowdoin College   1974 — 1979
English/ Classics Double Major, Liberal Arts and Sciences/Liberal Studies

Experience
SEI  June 2010 - Present
SEI Investments  November 2004 - June 2010
PNC Advisors   1998 - 2004
Enterprise Rent-A-Car  1996 - 1998

Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Alternative Investments, Wealth Management, Securities, Bloomberg, Equities, Fixed Income, Securities Lending, Banking, Corporate Actions, Asset Managment, Hedge Funds, Relationship Management, Asset Management

Education
Shippensburg University of Pennsylvania   1992 — 1996
BS, Geoenvironmental Science, Government

Experience
Morgan Stanley  January 2014 - Present
Morgan Stanley  August 2011 - December 2013
Deutsche Bank Securities  June 2007 - August 2011
PNC Advisors   July 2006 - May 2007

Skills
Equity Research, Equities, Valuation, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Investment Banking

Education
University of Maryland Baltimore County   2003 — 2006
BS, Financial Economics

Experience
PNC  May 2014 - Present
PNC  January 2011 - May 2014
PNC Financial Services Group  December 2005 - January 2011
PNC Bank  January 2005 - January 2011
PNC  January 1998 - January 2005
PNC Wealth Management  January 1997 - January 2005
PNC Advisors   2001 - 2005

Skills
Banking, Business Development, Loans, Process Improvement, Management, Project Management, Business Analysis, Small Business, Business, Portfolio Management, Sales, Investments, Analysis, Credit, Strategy, Credit Analysis, Retail Banking, Customer Service, Leadership, Commercial Banking

Education
Robert Morris University   2006 — 2008
Masters of Science, Leadership and Employee Relations, 3.8

Carlow University   2002 — 2004
Bachelor of Science, Business Management Minor Psychology

Experience
JoycePayne Partners  October 2008 - Present
Wachovia Wealth Mangement   November 2005 - August 2008
PNC Advisors   August 2004 - June 2005
Northern Trust  January 1992 - July 2004

Skills
Strategic Financial..., Investments, Investment Management, Retirement, Financial Planners, Finance, Mutual Funds, Wealth, Portfolio Management, Asset Allocation, Investment Advisory, Estate Planning, Financial Planning, Risk Management, Financial Services, Wealth Management, Retirement Planning, Uniform Combined State..., Private Equity, Equities, 401k, Banking, High Net Worth..., Loans, Alternative Investments, Series 63, Wealth Management..., Fixed Income, IRAs, Asset Management, Investment Strategies, Financial Advisory, Hedge Funds, Securities, Investment Properties, Asset Managment, Fixed Annuities

Education
Indiana University - Kelley School of Business   1988 — 1992
BS, Accounting

College of Financial Planning
CFP, Certfied Financial Planner

Experience
Ameriprise Financial Services  December 2008 - Present
PNC Advisors   October 2007 - August 2008
Merrill Lynch  December 1999 - October 2007

Education
NJ Life, Accident & Health License   2008 — 2008
NJ Life, Accident & Health License, Finance

FINRA Series 66 License   2004 — 2004
FINRA Series 66 License, Finance

FINRA Series 7 License   2004 — 2004
Series 7 License, Finance

Kean University   1996 — 1999
Business, Finance and Business

Experience
PNC Advisors   November 2004 - Present
Forest Hill State Bank   November 2002 - October 2004

Education
Towson University
Business Administration

Experience
Hopewell Valley Community Bank  August 2009 - Present
PNC Advisors   January 2006 - August 2009
Yardville National Bank  1998 - 2006

Skills
Commercial Banking, Loans, Banking, Commercial Lending, Portfolio Management, Small Business Lending, Credit, Cash Management, Credit Analysis, Investments, Asset Based Lending, New Business Development, Management, Mortgage Lending, Retail Banking, Underwriting, Real Estate Lending, Wealth Management, Consumer Lending, Loan Origination, Commercial Mortgages, Treasury Management, Financial Analysis, Sales, Treasury Services, Credit Risk, ADHD Coaching

Education
Fairleigh Dickinson University
BS, Business Administration

Experience
InvestEdge, Inc.   June 2014 - Present
PNC  October 2009 - June 2014
PNC Financial Services Group  September 2008 - October 2009
PNC Advisors   September 2006 - September 2008
Susquehanna International Group, LLP (SIG)   September 2005 - April 2006

Skills
Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Equity Research, Asset Allocation, Investment Management, Wealth Management..., Bloomberg, Asset Managment, Investment Strategies, Separately Managed..., Credit, Financial Modeling, Options, Wealth Management, Investment Advisory, Factset Research Systems, Morningstar Direct, Alternative Investments, Finance, Fixed Income, Lipper LANA, ETFs

Education
Drexel University   2003 — 2008
BS in Business Administration, Finance

Experience
PNC Advisors   1981 - Present

Education
Clarion University of Pennsylvania   1977 — 1981
Bachelor of Science, Management

Experience
7300 Wealth Management, LLC.   January 2014 - Present
T. Rowe Price Associates, Inc.   February 2011 - June 2013
U.S. Boston Capital Corporation / Quant Funds   October 2007 - April 2010
Eastern Investment Advisors   January 2007 - October 2007
PNC Advisors   March 2005 - January 2007
G.W. & Wade, Inc.   2002 - 2005
Rydex Global Advisors   1998 - 2001
New England Funds  1993 - 1995

Skills
Mutual Funds, Business Development, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, High Net Worth..., Portfolio Management, Certified Financial..., Investments, Series 7, Asset Allocation, Series 63, Marketing, Securities, ETFs

Education
Dawson School

The College of Wooster   1988 — 1992
BA, Spanish/Economics

University of Pennsylvania - The Wharton School   2009 — 2010
CIMA(r)

Kimball Union Academy   1985 — 1987

Worcester Academy   1984 — 1987

Experience
Canon USA  July 2012 - Present
Peak Tech NWVa   May 1995 - Present
Lentech, Inc.   December 2009 - June 2012
TEKsystems  November 2007 - December 2009
ATM Corporation  February 2007 - October 2007
WPAHS  January 2001 - February 2007
Koppel Steel Corporation   April 2000 - December 2000
Kvaerner  August 1999 - April 2000
PNC Advisors   March 1999 - August 1999
Compaq International  January 1997 - March 1999

Skills
Cisco, PIX, ASA, Firewalls, EIGRP, Routing, BGP, VPN, Switches, Network Security, Cisco Switches, Routers, Load Balancing, Network Engineering, WAN, Cisco Security, Network Design, HSRP, IPSec, VLAN, DNS, Network Architecture, Network Administration, IPS, IDS, DHCP, Cisco IOS, Security, LAN/WAN, Routing Protocols, Data Center, TCP/IP, Cisco Nexus, LAN-WAN, Cisco Technologies, CCNP, OSPF, Networking

Education
Dallas Baptist University   1995 — 1998
Liberal Arts, Human Resources Management and Services, 3.75

Embry-Riddle Aeronautical University   1981 — 1986
Bachelor of Applied Science (B.A.Sc.), Aeronautics/Aviation/Aerospace Science and Technology

Community College of the Air Force   1974 — 1983
Associate of Science (A.S.), Aeronautics/Aviation/Aerospace Science and Technology, General

Experience
PNC Advisors   April 2005 - Present
Harris Bank  September 1984 - April 2005

Skills
SQL, Business Analysis, SDLC, Requirements Analysis, Databases, Visio, SharePoint, Disaster Recovery, Oracle, Analysis

Education
Northeastern Illinois University   1975 — 1980
BS, Information Science

Experience
BlackRock  June 1992 - Present
PNC Advisors   April 1987 - July 1992
Westinghouse Credit Corp.  April 1984 - June 1987
First National Bank Washington Pa   1981 - 1984

Education
Duquesne University   1986 — 1989
MBA

Penn State University   1976 — 1980
BS, Accounting

Experience
The Haverford Trust Company  October 2008 - Present
The Haverford Trust Company  December 2004 - October 2008
The Haverford Trust Company  December 2001 - December 2004
PNC Advisors   October 1999 - November 2001
PNC Advisors   October 1998 - September 1999

Skills
Series 7, Series 24, Series 66, Back Office, Compliance, Cash Management, Equities, Financial Markets, Fixed Income, Investments, Microsoft Office, Operations Management, Operational Efficiency, Problem Solving, Process Improvement, Retirement Services, Risk Management, Self Driven, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Mutual Funds, Trading, Financial Services, Management

Education
Temple University
B.S., Finance

Experience
TD Wealth  June 2010 - Present
Wells Fargo Private Bank / Wachovia Wealth Management   June 2006 - June 2010
PNC Advisors   June 2003 - 2006

Skills
Banking, Strategic Financial..., Credit, Portfolio Management, Financial Services, Small Business Lending, Finance, Wealth, Wealth Management, Commercial Lending, Commercial Banking, Credit Analysis, Series 7, Mortgage Lending, Risk Management, Series 66, Financial Planning

Education
Saint Peter's University

Saint Peters University
B.S. /M.I.S, Computer Science / Management Information Systems

Experience
Self Employed  April 2014 - Present
PNC  June 2008 - March 2014
PNC  June 2006 - June 2008
PNC Advisors   June 2003 - June 2006
North American Communications  December 2002 - June 2003
Mellon Private Wealth   June 2001 - December 2002

Skills
CPA, Internal Audit, Certified Internal..., CIA, CFSA, CIDA, Certified Innvestment..., Certified Financial..., EA, IRS Enrolled Agent, Certified Public..., Certified Computer..., Computer Program, Data Analysis, Tableau, CFIRS, Certified Fiduciary and..., Process Improvement, Consulting, Fiduciary Services, OCC, FINRA, SEC, RIA, Mutual Funds, Broker-Dealer, Trusts, Banking, VBA, SQL, OneSource, SAS

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2004 — 2008
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services

Carnegie Mellon University   1996 — 2000
Bachelor of Science (BS), Economics