PNC Bank, Wealth Management
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PNC Bank, Wealth Management Employees
PNC Bank, Wealth Management February 2005 - Present
NBC Universal January 2000 - January 2005
CBS Radio 1999 - 2000
The Franklin Institute Science Museum 1995 - 1999
The Vanguard Group 1989 - 1991
Skills
Marketing, CRM, Sales
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA, Marketing
Villanova University 1985 — 1989
BSBA, Finance
Westhampton Beach High School 1982 — 1985
Commerce National Bank & Trust August 2014 - Present
PNC Bank, Wealth Management March 2013 - August 2014
SunTrust Bank May 2012 - March 2013
PNC Bank, Wealth Management September 2006 - May 2012
Fidelity National Financial 2003 - 2006
Skills
Wealth Management, Trusts, High Net Worth..., Trust Services, Wealth Management..., Banking, Investment Management, Estate Tax Planning, Asset Protection, Retirement Planning, Strategic Financial..., Estate Planning, Asset Allocation, Investment Advisory, Wealth, Financial Advisory, Financial Planning, Credit, Financial Services, Commercial Lending
Education
The University of Alabama School of Law 2010 — 2012
LLM, Tax
Stetson University College of Law 2000 — 2003
JD, Law
University of Alaska Anchorage 1998 — 2000
B.S. Cum Laude, Political Science
Bay High School
PNC Bank 1985 - Present
EWGA March 2004 - 2015
PNC Bank 1985 - 2014
PNC Bank, Wealth Management January 2003 - June 2011
Pace School for Girls- Immokalee 2009 - 2010
Skills
Portfolio Management, Investments, Wealth Management, Asset Managment, Banking, Securities, Mutual Funds, Asset Management, Series 7, Financial Services, Wealth Management..., Asset Allocation, Retirement Planning, Investment Advisory, High Net Worth..., Investment Management, Estate Planning, Strategic Financial..., Retirement, Investment Strategies, Fixed Income, Private Banking, Trust Services, Finance, Equities, Loans, Financial Planning
Education
Duquesne University
Accounnting
Northgate
Robert Morris University
Masters in Taxation
PNC Bank Wealth Management May 2011 - Present
PNC Bank November 2004 - May 2011
Skills
Estate Planning, Loans, Banking, Mortgage Lending, Commercial Lending, Personal Trust..., Finance, Client Focus, Relationship Management, Retirement Planning, Consumer Lending, Financial Services, Wealth Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2007 — 2011
JD, Law
Southern Baptist Theological Seminary 2000 — 2004
MDiv, Theology
Thomas More College 1996 — 1999
BA, Education
Ryle High School
Ryle High School
Living In Fulfilled Excellence Inc. January 2012 - Present
Penn State University 2008 - Present
PNC Bank Wealth Management March 2007 - September 2008
Shiloh Baptist Church January 2006 - February 2008
Skills
Higher Education, Student Engagement, Academic Advising, Student Development, Student Counseling, Academic Administration, Higher Education..., Teaching, IRS Form 1023..., Customer Service, Fundraising, Leadership Development, Public Speaking, Community Outreach, Research, Grant Writing, Program Development, Leadership
Education
Duquesne University 2014 — 2017
Doctor of Education (Ed.D.), Educational Leadership
Edinboro University of Pennsylvania
Master of Arts (MA), College Student Counseling and Personnel Services, 3.92
Mercyhurst College
Bachelor of Business Administration (BBA), Management and Finance
PNC Bank, Wealth Management April 2012 - Present
PNC Wealth Management August 2004 - May 2012
The Provident Bank March 2000 - July 2004
Education
John Carroll University 2005 — 2007
MBA, Finance
Ohio University 1996 — 1999
Finance
PNC Bank - Wealth Management April 2013 - Present
Notre Dame Federal Credit Union January 2011 - August 2011
Notre Dame Federal Credit Union June 2007 - March 2011
Notre Dame Federal Credit Union February 2006 - June 2007
National City Bank of Indiana February 1997 - February 2006
Valley American Bank 1997 - 2002
Skills
Operations Management, Product Development, Training, Business Development, Project Management, Loans, Customer Service, Sales Management, Sales, Creative Problem Solving, Strategic Thinking, Finance, Coaching
Education
Indiana University South Bend 2001 — 2008
Business, Finance, Administration
Penn High School
HDC3 August 2009 - April 2010
PNC Bank Wealth Management March 2008 - June 2009
PNC Financial Services Group March 2008 - May 2009
PNC Financial Services April 2006 - October 2007
Susquehanna Bank Pennsylvania October 2005 - April 2006
Susquehanna Bank October 2005 - April 2006
Susquehanna Bank PA January 1995 - October 2005
Skills
Commercial Banking, Credit, Leadership, Banking, Business Development, Team Building, Investments, Relationship Management, Wealth Management, Management, Commercial Lending, Executive Management, Strategic Planning, Community Development, Retail Banking, Sales, Credit Analysis, Sales Management, Loans, Mortgage Lending
Education
Temple University 1972 — 1976
MA, Economics
La Salle University 1966 — 1970
BA, Economics
Lake City Bank June 2015 - Present
PNC Bank, Wealth Management March 2013 - June 2015
United Shade / Window Expressions July 2010 - March 2013
Granitech Inc. June 2008 - July 2010
National City Corporation June 2002 - May 2008
The Heritage Group July 1998 - November 2000
Xerox May 1988 - July 1998
Skills
Private Banking, Investment Management, Strategic Financial..., Trust Services, Customer Service, Team Building, New Business Development, Business Strategy, Strategic Planning, Sales Management, Sales Process, Direct Sales, Channel Sales..., Negotiation, Sales Presentations
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science (BS), Corporate Finance
Dinsmore & Shohl LLP November 2014 - Present
PNC Bank Wealth Management March 2014 - October 2014
Bingham Greenebaum Doll LLP 2009 - March 2014
Greenebaum Doll & McDonald PLLC June 2008 - August 2008
Wyatt, Tarrant & Combs, LLP June 2007 - August 2007
Clark Memorial Hospital 2002 - 2005
Family Builders, Jefferson County Catholic Schools 2000 - 2002
Skills
Intellectual Property, Trademarks, Legal Writing, Privacy Law, Corporate Law, Legal Research, Copyright Law, Trade Secrets, Information Technology, Trademark Law, Information Technology..., Strategic Planning, Civil Litigation, Management, Bankruptcy, Courts, Commercial Litigation, Litigation, Hearings
Education
University of Louisville 2005 — 2009
J.D., magna cum laude
Spalding University 1999 — 2001
Master, Social Work, honors graduate
Western Kentucky University 1993 — 1997
Bachelor of Science, Biochemistry, magna cum laude
PNC Bank Wealth Management 2000 - Present
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Banking, Commercial Banking, Retail Banking, Portfolio Management, Relationship Management, Credit Analysis, Investments, Financial Services, Wealth Management, Loan Origination, Risk Management, Mortgage Lending, Leadership, Cash Management, Mortgage Banking
Education
Davenport University 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
PNC Bank Wealth Management February 2014 - Present
PNC Bank December 2010 - February 2014
PNC Bank July 2006 - December 2010
Skills
Notary Public
Education
Cuyahoga Community College
Accounting