PNC Capital Markets
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PNC Capital Markets Employees
Employee
Years
Job
Industry
Maxwell Hine Maxwell Hine's PNC Capital Markets Experience June 2015 - August 2015
Job Private Wealth Intern
Industry Financial Services
Experience
Waldron Private Wealth November 2014 - Present
PNC Capital Markets June 2015 - August 2015
The Pitt News May 2014 - November 2014
Skills
Event Planning, Leadership, Time Management, Recruiting, Microsoft Office, Social Networking, Teamwork, Fundraising, Wealth Management, Personal Finance, PowerPoint, Microsoft Excel, Public Speaking, Management, Social Media, Public Relations, Microsoft Word, Sales, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Economics
Education
University of Pittsburgh 2012 — 2016
BSBA, Finance Concentration in Accounting Minor in Economics, Senior
Waldron Private Wealth November 2014 - Present
PNC Capital Markets June 2015 - August 2015
The Pitt News May 2014 - November 2014
Skills
Event Planning, Leadership, Time Management, Recruiting, Microsoft Office, Social Networking, Teamwork, Fundraising, Wealth Management, Personal Finance, PowerPoint, Microsoft Excel, Public Speaking, Management, Social Media, Public Relations, Microsoft Word, Sales, Foreign Exchange, Financial Modeling, Bloomberg Terminal, Economics
Education
University of Pittsburgh 2012 — 2016
BSBA, Finance Concentration in Accounting Minor in Economics, Senior
Charles Kim Charles Kim's PNC Capital Markets Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Georgetown University Student Investment Fund September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
American National Red Cross October 2012 - December 2013
PNC Capital Markets June 2013 - August 2013
Education
Georgetown University 2011 — 2015
B.S. in Business Administration, Finance
La Canada High School 2007 — 2011
Morgan Stanley June 2015 - Present
Georgetown University Student Investment Fund September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
American National Red Cross October 2012 - December 2013
PNC Capital Markets June 2013 - August 2013
Education
Georgetown University 2011 — 2015
B.S. in Business Administration, Finance
La Canada High School 2007 — 2011
Jessica Lighter Jessica Lighter's PNC Capital Markets Experience October 2014 - Present
Job Capital Markets Associate at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets October 2014 - Present
PNC Investments August 2012 - October 2014
PNC December 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Group Dynamics
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor's of Science, Finance
PNC Capital Markets October 2014 - Present
PNC Investments August 2012 - October 2014
PNC December 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Group Dynamics
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor's of Science, Finance
Anthony Henry, MBA, JD Anthony Henry, MBA, JD's PNC Capital Markets Experience July 2001 - July 2003
Job Vice President Senior Transaction Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon Trust Company NA January 2015 - Present
BNY Mellon April 2012 - January 2015
BNY Mellon June 2010 - April 2012
The Bank of New York Mellon October 2007 - June 2010
Wachovia Bank NA (now Wells Fargo) June 2004 - September 2007
PNC Capital Markets July 2001 - July 2003
Skills
Cash Flow, Training, Financial Services, Credit, Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Relationship Management, Forecasting, Investments, Valuation, Asset Managment, Marketing, Asset Management, Sales
Education
Clark Atlanta University 1999 — 2001
MBA, Finance
North Carolina Central University School of Law 1995 — 1998
JD
University of North Carolina at Wilmington 1991 — 1994
BA, Political Science
BNY Mellon Trust Company NA January 2015 - Present
BNY Mellon April 2012 - January 2015
BNY Mellon June 2010 - April 2012
The Bank of New York Mellon October 2007 - June 2010
Wachovia Bank NA (now Wells Fargo) June 2004 - September 2007
PNC Capital Markets July 2001 - July 2003
Skills
Cash Flow, Training, Financial Services, Credit, Banking, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Relationship Management, Forecasting, Investments, Valuation, Asset Managment, Marketing, Asset Management, Sales
Education
Clark Atlanta University 1999 — 2001
MBA, Finance
North Carolina Central University School of Law 1995 — 1998
JD
University of North Carolina at Wilmington 1991 — 1994
BA, Political Science
Daniel Rohr Daniel Rohr's PNC Capital Markets Experience 2007 - 2014
Job Principal at Provident Municipal Advisor, LLC
Industry Financial Services
Experience
Provident Municipal Advisor, LLC June 2014 - Present
PNC Capital Markets 2007 - 2014
RBC Capital Markets 2004 - 2007
Banc One Capital Markets 1988 - 2004
Ehrlich Bober 1983 - 1988
Deloitte Haskins & Sells 1980 - 1983
City of Columbus, Ohio 1974 - 1980
Education
The Ohio State University 1971 — 1973
Bachelor of Business Administartion Sciences, Finance, General
Ohio University 1969 — 1971
Business Administration
Provident Municipal Advisor, LLC June 2014 - Present
PNC Capital Markets 2007 - 2014
RBC Capital Markets 2004 - 2007
Banc One Capital Markets 1988 - 2004
Ehrlich Bober 1983 - 1988
Deloitte Haskins & Sells 1980 - 1983
City of Columbus, Ohio 1974 - 1980
Education
The Ohio State University 1971 — 1973
Bachelor of Business Administartion Sciences, Finance, General
Ohio University 1969 — 1971
Business Administration
Karyn Stiller Karyn Stiller's PNC Capital Markets Experience January 2011 - Present
Job Director PNC Capital Markets, Structured Products Group
Industry Financial Services
Experience
PNC - Capital Markets January 2011 - Present
PNC Bank, NA June 2008 - January 2011
The Meridian Group 1999 - 2008
PNC 1996 - 1999
National City Bank 1990 - 1996
Skills
Investors, Loans, Credit, Real Estate, Portfolio Management, Due Diligence, Asset, Financial Analysis, Valuation, Banking, Financial Modeling, Underwriting, REO, Budgets, Risk Management, Credit Risk, Restructuring, Credit Analysis, Commercial Banking, Commercial Lending, Negotiation, Structured Finance
Education
Duquesne University 1993 — 1995
Masters of Business Administration, Accounting & Finance
Indiana University of Pennsylvania 1986 — 1990
Bachelors of Science, Accounting
PNC - Capital Markets January 2011 - Present
PNC Bank, NA June 2008 - January 2011
The Meridian Group 1999 - 2008
PNC 1996 - 1999
National City Bank 1990 - 1996
Skills
Investors, Loans, Credit, Real Estate, Portfolio Management, Due Diligence, Asset, Financial Analysis, Valuation, Banking, Financial Modeling, Underwriting, REO, Budgets, Risk Management, Credit Risk, Restructuring, Credit Analysis, Commercial Banking, Commercial Lending, Negotiation, Structured Finance
Education
Duquesne University 1993 — 1995
Masters of Business Administration, Accounting & Finance
Indiana University of Pennsylvania 1986 — 1990
Bachelors of Science, Accounting
Laura Marzano Laura Marzano's PNC Capital Markets Experience August 2003 - April 2008
Job Partner/Financial Advisor at H.O.M.E. Financial Advisors, LLC
Industry Financial Services
Experience
H.O.M.E. Financial Advisors, LLC October 2014 - Present
ING Financial Partners September 2009 - October 2014
PNC Capital Markets August 2003 - April 2008
Skills
Finance, Investments, Financial Planning, Financial Advisory, Securities, Retirement, Financial Services, Asset Management, Insurance, Investment Management
Education
Saint Joseph's University 2008 — 2009
Master of Business Administration (M.B.A.), Finance
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Mathematics and Economics
H.O.M.E. Financial Advisors, LLC October 2014 - Present
ING Financial Partners September 2009 - October 2014
PNC Capital Markets August 2003 - April 2008
Skills
Finance, Investments, Financial Planning, Financial Advisory, Securities, Retirement, Financial Services, Asset Management, Insurance, Investment Management
Education
Saint Joseph's University 2008 — 2009
Master of Business Administration (M.B.A.), Finance
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Mathematics and Economics
William Tornabene's PNC Capital Markets Experience July 1999 - June 2002
Job Chief Financial Officer at Manhattan Wine Company
Industry Wine and Spirits
Experience
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Manhattan Wine Company July 2009 - Present
BB&T Capital Markets July 2004 - July 2009
FBR June 2003 - August 2003
PNC Capital Markets July 1999 - June 2002
Skills
Investments, Investment Banking, Equities, Finance, Fixed Income, Sales, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Retail, Due Diligence, Business Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Strategy
Hampden-Sydney College 1995 — 1999
BA, Managerial Economics
Kerry Rudy Kerry Rudy's PNC Capital Markets Experience August 2015 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
Eric Bruno Eric Bruno's PNC Capital Markets Experience September 1999 - Present
Job Managing Director at PNC
Industry Financial Services
Experience
PNC Capital Markets September 1999 - Present
Skills
Capital Markets, Financial Analysis, Financial Modeling, Corporate Finance, Structured Finance, Banking, Financial Structuring, Due Diligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance
PNC Capital Markets September 1999 - Present
Skills
Capital Markets, Financial Analysis, Financial Modeling, Corporate Finance, Structured Finance, Banking, Financial Structuring, Due Diligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Evan Lee Evan Lee's PNC Capital Markets Experience June 2012 - August 2012
Job Equity Research Analyst at Barclays
Industry Financial Services
Experience
Barclays July 2014 - Present
Barclays June 2013 - August 2013
PNC Capital Markets June 2012 - August 2012
Ernst & Young December 2011 - January 2012
PNC May 2011 - August 2011
Warner Music Group January 2011 - April 2011
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
B.S., Finance, Economics
Barclays July 2014 - Present
Barclays June 2013 - August 2013
PNC Capital Markets June 2012 - August 2012
Ernst & Young December 2011 - January 2012
PNC May 2011 - August 2011
Warner Music Group January 2011 - April 2011
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
B.S., Finance, Economics
Jonathan Sutton Jonathan Sutton's PNC Capital Markets Experience May 2011 - August 2011
Job Investment Banking Analyst at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities June 2013 - Present
Orange Value Fund, LLC May 2010 - May 2012
PNC Capital Markets May 2011 - August 2011
Minich MacGregor Wealth Management December 2010 - January 2011
Syracuse University, School of Information Studies January 2010 - May 2010
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Series 63, Series 79
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Science in Management Studies
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Summa Cum Laude, Finance and Accounting; Information Technology Minor
Fifth Third Securities June 2013 - Present
Orange Value Fund, LLC May 2010 - May 2012
PNC Capital Markets May 2011 - August 2011
Minich MacGregor Wealth Management December 2010 - January 2011
Syracuse University, School of Information Studies January 2010 - May 2010
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Series 63, Series 79
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Science in Management Studies
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Summa Cum Laude, Finance and Accounting; Information Technology Minor
Katie Rodgers's PNC Capital Markets Experience August 2015 - Present
Job Foreign Exchange Associate at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets August 2015 - Present
PNC June 2013 - August 2015
Indiana University Athletic Department August 2011 - May 2013
PNC June 2012 - August 2012
4086 Advisors January 2012 - May 2012
WestPoint Financial Group March 2010 - March 2010
Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance and Technology Management
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53
Avon High School 2005 — 2009
Indiana Academic Honors Diploma
PNC Capital Markets August 2015 - Present
PNC June 2013 - August 2015
Indiana University Athletic Department August 2011 - May 2013
PNC June 2012 - August 2012
4086 Advisors January 2012 - May 2012
WestPoint Financial Group March 2010 - March 2010
Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Finance and Technology Management
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53
Avon High School 2005 — 2009
Indiana Academic Honors Diploma
William Weil, CPA William Weil, CPA's PNC Capital Markets Experience July 1996 - December 2000
Job Managing Director at Fifth Third Securities, Inc.
Industry Financial Services
Experience
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Fifth Third Securities, Inc. July 2011 - December 2014
M&I Financial Advisors, Inc. October 2010 - July 2011
Weil Financial Services, Ltd. November 2009 - July 2011
NatCity Investments, Inc. December 2000 - April 2009
PNC Capital Markets July 1996 - December 2000
Mellon Bank August 1989 - July 1996
Coopers & Lybrand December 1983 - August 1987
Deloitte Haskins & Sells August 1981 - December 1983
Skills
Strategy, Commercial Mortgages, Mergers, Financial Analysis, Strategic Planning, Insurance, Accounting, Capital Markets, Negotiation, Process Improvement, New Business Development, Internal Controls, Structured Finance, Team Building, Financial Advisory, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Auditing, Financial Structuring, Portfolio Management, Investments, Cash Flow, Financial Services, Marketing, Asset Based Lending, Risk Management, Securities, Investment Banking, Management, Loans, Finance, Private Placements, Valuation, Loan Origination, Corporate Finance, Restructuring, Capital, Treasury Management, Credit, Asset Management, Project Finance, Bonds, Mezzanine, Due Diligence
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
University of Dayton 1977 — 1981
BS, Accounting
Charles Ziese Charles Ziese's PNC Capital Markets Experience 2003 - 2006
Job Financial and Credit Analysis l Corporate Treasury l Investment Banking
Industry Financial Services
Experience
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Coincident Financial Group 2012 - Present
Oppenheimer & Co. Inc. 2010 - 2012
First National Capital Markets 2008 - 2010
Janney Montgomery Scott LLC 2006 - 2008
PNC Capital Markets 2003 - 2006
Duquesne Light Company 1999 - 2003
Skills
Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, Finance, Project Finance, Securities, Alternative Investments, Investments, Asset Management, Equities, Valuation, Bonds, Management, Treasury Management, Insurance, Private Equity, Capital Markets, Public Finance, Hedge Funds, LIHTC, New Markets Tax Credits, Private Activity Bonds, Fixed Annuities, Utility Finance, IRC Section 7873, Affordable Housing
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Accounting
Dartmouth College 1970 — 1974
Bachelor's degree, Biology, Economics
Betsy Santillo Amato Betsy Santillo Amato's PNC Capital Markets Experience August 2005 - January 2008
Job Finance Manager at PNC
Industry Banking
Experience
PNC May 2013 - Present
Liberty Mutual Insurance Group June 2012 - May 2013
McGuire Memorial August 2009 - December 2012
Our Lady of the Sacred Heart High School June 2008 - June 2011
Oakland Catholic High School, Inc. January 2008 - June 2008
PNC Capital Markets August 2005 - January 2008
Legg Mason Wood Walker October 2002 - August 2005
Commonwealth Securities & Investments, Inc. June 1997 - September 2002
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Budgeting, Strategic Consulting, Business Development, Banking
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2003
MBA, Finance and Marketing
Duquesne University 1992 — 1996
B.A., English and Communication
PNC May 2013 - Present
Liberty Mutual Insurance Group June 2012 - May 2013
McGuire Memorial August 2009 - December 2012
Our Lady of the Sacred Heart High School June 2008 - June 2011
Oakland Catholic High School, Inc. January 2008 - June 2008
PNC Capital Markets August 2005 - January 2008
Legg Mason Wood Walker October 2002 - August 2005
Commonwealth Securities & Investments, Inc. June 1997 - September 2002
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Budgeting, Strategic Consulting, Business Development, Banking
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2003
MBA, Finance and Marketing
Duquesne University 1992 — 1996
B.A., English and Communication
Jim Gaudion's PNC Capital Markets Experience February 2012 - Present
Job Fixed Income Trader at PNC Capital Markets
Industry Capital Markets
Experience
PNC Capital Markets February 2012 - Present
PNC November 2010 - February 2012
Northwestern Mutual May 2009 - January 2010
Skills
Fixed Income, Finance, Financial Services, Financial Analysis, Customer Service, Investments, Trading, Risk Management, Leadership, Financial Risk, Microsoft Excel
Education
University of Kentucky 2005 — 2009
BBA, Finance
Chaminade-Julienne Catholic High School 2001 — 2005
PNC Capital Markets February 2012 - Present
PNC November 2010 - February 2012
Northwestern Mutual May 2009 - January 2010
Skills
Fixed Income, Finance, Financial Services, Financial Analysis, Customer Service, Investments, Trading, Risk Management, Leadership, Financial Risk, Microsoft Excel
Education
University of Kentucky 2005 — 2009
BBA, Finance
Chaminade-Julienne Catholic High School 2001 — 2005
Peter Stack Peter Stack's PNC Capital Markets Experience September 1992 - September 2000
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
James Tilton James Tilton's PNC Capital Markets Experience January 2012 - Present
Job Vice President, Director at PNC Capital Markets
Industry Accounting
Experience
PNC Capital Markets January 2012 - Present
Tilton CPAs, LLC April 2010 - December 2011
PNC Capital Markets October 2008 - April 2010
NatCity Investments July 2007 - October 2008
Titan Realty Group June 2005 - June 2007
Howard, Wershbale & Co. January 1996 - May 2005
Lynch, Anselmo, Ott + Company August 1991 - December 1995
Skills
Financial Reporting, Accounting
Education
Lake Erie College 2011 — 2012
MBA, Masters of Business Administration, 3.97
Ohio University 1987 — 1991
BBA, Accounting, Business Pre-Law
PNC Capital Markets January 2012 - Present
Tilton CPAs, LLC April 2010 - December 2011
PNC Capital Markets October 2008 - April 2010
NatCity Investments July 2007 - October 2008
Titan Realty Group June 2005 - June 2007
Howard, Wershbale & Co. January 1996 - May 2005
Lynch, Anselmo, Ott + Company August 1991 - December 1995
Skills
Financial Reporting, Accounting
Education
Lake Erie College 2011 — 2012
MBA, Masters of Business Administration, 3.97
Ohio University 1987 — 1991
BBA, Accounting, Business Pre-Law
Edward Weisto Edward Weisto's PNC Capital Markets Experience 1991 - 1999
Job Senior Corporate Finance Executive
Industry Banking
Experience
Breakthrough Urban Ministries 2001 - Present
Associated Bank January 2008 - 2015
Banc of America Securities 2007 - 2008
LaSalle National Bank 1999 - 2007
ABN AMRO 1999 - 2007
PNC Capital Markets 1991 - 1999
Skills
Commercial Lending, Capital Markets, Commercial Banking, Leveraged Finance, Corporate Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance and Marketing
University of Wisconsin-Milwaukee 1980 — 1985
Bachelor’s Degree, Accounting
Breakthrough Urban Ministries 2001 - Present
Associated Bank January 2008 - 2015
Banc of America Securities 2007 - 2008
LaSalle National Bank 1999 - 2007
ABN AMRO 1999 - 2007
PNC Capital Markets 1991 - 1999
Skills
Commercial Lending, Capital Markets, Commercial Banking, Leveraged Finance, Corporate Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA, Finance and Marketing
University of Wisconsin-Milwaukee 1980 — 1985
Bachelor’s Degree, Accounting
Randy Garda Randy Garda's PNC Capital Markets Experience July 1999 - November 1999
Job Application Developer Lead at PNC Financial Services
Industry Information Technology and Services
Experience
PNC Financial Services Group January 2008 - Present
The Bank of New York Mellon Corporation (formerly Mellon Financial Corporation) July 2002 - July 2007
CIBER, Inc November 1999 - July 2002
PNC Capital Markets July 1999 - November 1999
Allegheny General Hospital, Pittsburgh, PA December 1997 - July 1999
CIBER, Inc., Pittsburgh, PA August 1997 - December 1997
Magee-Womens Hospital of UPMC, Pittsburgh, PA October 1995 - August 1997
Siemens Medical Solutions Health Services Corporation, Malvern, PA (Formerly Shared Medial Systems) October 1993 - October 1995
Skills
SDLC, Microsoft Office, SQL, Software Development, Unix, Enterprise Architecture, Visio, Oracle, Microsoft SQL Server, Agile Methodologies, SharePoint, Unix Shell Scripting, Java
Education
Robert Morris University 1991 — 1993
B.S.B.A., Computer Information Systems
Penn State University 1988 — 1991
PNC Financial Services Group January 2008 - Present
The Bank of New York Mellon Corporation (formerly Mellon Financial Corporation) July 2002 - July 2007
CIBER, Inc November 1999 - July 2002
PNC Capital Markets July 1999 - November 1999
Allegheny General Hospital, Pittsburgh, PA December 1997 - July 1999
CIBER, Inc., Pittsburgh, PA August 1997 - December 1997
Magee-Womens Hospital of UPMC, Pittsburgh, PA October 1995 - August 1997
Siemens Medical Solutions Health Services Corporation, Malvern, PA (Formerly Shared Medial Systems) October 1993 - October 1995
Skills
SDLC, Microsoft Office, SQL, Software Development, Unix, Enterprise Architecture, Visio, Oracle, Microsoft SQL Server, Agile Methodologies, SharePoint, Unix Shell Scripting, Java
Education
Robert Morris University 1991 — 1993
B.S.B.A., Computer Information Systems
Penn State University 1988 — 1991
Pamela Curley's PNC Capital Markets Experience December 1998 - December 2001
Job Instructional Support at South Western School District
Industry Primary/Secondary Education
Experience
South Western School District September 2010 - Present
PNC Capital Markets December 1998 - December 2001
PNC Capital Markets December 1993 - December 1998
Keystone Peer Review Organization (KePRO) March 1991 - May 1993
Skills
Banking, Marketing Management, Marketing Communications, Project Management, Cross-functional Team..., Account Management, Business Process..., Teaching, Non-profit..., Data Analysis, Digital Imaging, Microsoft Technologies, Apple Software, Executive Management, Management, Marketing, Proposal Writing
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor of Science
South Western School District September 2010 - Present
PNC Capital Markets December 1998 - December 2001
PNC Capital Markets December 1993 - December 1998
Keystone Peer Review Organization (KePRO) March 1991 - May 1993
Skills
Banking, Marketing Management, Marketing Communications, Project Management, Cross-functional Team..., Account Management, Business Process..., Teaching, Non-profit..., Data Analysis, Digital Imaging, Microsoft Technologies, Apple Software, Executive Management, Management, Marketing, Proposal Writing
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor of Science
Stanley M. Jackson Stanley M. Jackson's PNC Capital Markets Experience June 1998 - February 2001
Job Litigation Paralegal at Anderson Rasor & Partners
Industry Legal Services
Experience
Anderson Rasor & Partners August 2014 - Present
Condon & Cook LLC December 2013 - July 2014
Cook County Bureau of Economic Development June 2013 - October 2013
The KoTToN Laundry Company November 2001 - February 2012
United Airlines April 2001 - October 2001
PNC Capital Markets June 1998 - February 2001
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, US GAAP, Entrepreneurship, Organizational Design, Forecasting, Financial Modeling, Analysis, Management, Strategic Planning
Education
Loyola University Chicago School of Law 2012 — 2016
Juris Doctor - Evening Section
Clark Atlanta University 1996 — 1998
Master of Business Administration (MBA), Finance
Clark Atlanta University 1992 — 1996
Bachelor of Arts (B.A.), Finance
Anderson Rasor & Partners August 2014 - Present
Condon & Cook LLC December 2013 - July 2014
Cook County Bureau of Economic Development June 2013 - October 2013
The KoTToN Laundry Company November 2001 - February 2012
United Airlines April 2001 - October 2001
PNC Capital Markets June 1998 - February 2001
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, US GAAP, Entrepreneurship, Organizational Design, Forecasting, Financial Modeling, Analysis, Management, Strategic Planning
Education
Loyola University Chicago School of Law 2012 — 2016
Juris Doctor - Evening Section
Clark Atlanta University 1996 — 1998
Master of Business Administration (MBA), Finance
Clark Atlanta University 1992 — 1996
Bachelor of Arts (B.A.), Finance
Brendan Hannon's PNC Capital Markets Experience June 2011 - August 2011
Job Officer, Commercial Real Estate Underwriter
Industry Banking
Experience
PNC Real Estate December 2014 - Present
PNC Bank June 2014 - December 2014
PNC Bank February 2013 - June 2014
PNC Bank August 2012 - February 2013
PNC Capital Markets June 2011 - August 2011
Studley January 2011 - January 2011
Midland Loan Services May 2010 - August 2010
McKnight Property Management June 2009 - July 2009
Skills
Credit Analysis, Financial Analysis, Banking, Commercial Banking, Underwriting, Financial Statement..., Due Diligence, Real Estate, Loans, Finance, Credit, Microsoft Excel, Microsoft Word, Credit Risk, PowerPoint, Commercial Real Estate, Real Estate Lending, Construction Loans
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance, Real Estate
Shady Side Academy 2004 — 2008
PNC Real Estate December 2014 - Present
PNC Bank June 2014 - December 2014
PNC Bank February 2013 - June 2014
PNC Bank August 2012 - February 2013
PNC Capital Markets June 2011 - August 2011
Studley January 2011 - January 2011
Midland Loan Services May 2010 - August 2010
McKnight Property Management June 2009 - July 2009
Skills
Credit Analysis, Financial Analysis, Banking, Commercial Banking, Underwriting, Financial Statement..., Due Diligence, Real Estate, Loans, Finance, Credit, Microsoft Excel, Microsoft Word, Credit Risk, PowerPoint, Commercial Real Estate, Real Estate Lending, Construction Loans
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance, Real Estate
Shady Side Academy 2004 — 2008
Phillip Einwag Phillip Einwag's PNC Capital Markets Experience June 2013 - August 2013
Job Trader at SESCO Enterprises
Industry Oil & Energy
Experience
SESCO Enterprises June 2014 - Present
PNC Capital Markets June 2013 - August 2013
Smithfield Trust Company May 2012 - August 2012
Skills
Microsoft Excel, Investment Banking, PowerPoint, Microsoft Office, Leadership, Teamwork, Public Speaking
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor of Science (BS), Finance
SESCO Enterprises June 2014 - Present
PNC Capital Markets June 2013 - August 2013
Smithfield Trust Company May 2012 - August 2012
Skills
Microsoft Excel, Investment Banking, PowerPoint, Microsoft Office, Leadership, Teamwork, Public Speaking
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Erik Zettelmayer Erik Zettelmayer's PNC Capital Markets Experience January 1992 - June 1997
Job VP & Atlantic Regional Sales Manager at Federated Investors in Pittsburgh, PA
Industry Financial Services
Experience
Federated Investors June 1997 - Present
PNC Capital Markets January 1992 - June 1997
Education
University of Dayton 1987 — 1991
Federated Investors June 1997 - Present
PNC Capital Markets January 1992 - June 1997
Education
University of Dayton 1987 — 1991
Nicholas Spring Nicholas Spring's PNC Capital Markets Experience July 2011 - June 2013
Job Senior Analyst Hedge Funds
Industry Investment Management
Experience
MCP Alternative Asset Management May 2015 - Present
Goldman Sachs July 2013 - April 2015
PNC Capital Markets July 2011 - June 2013
PNC Capital Markets June 2010 - July 2011
Skills
Capital Markets, Microsoft Excel, Bloomberg, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Economics, Foreign Exchange, Hedging, Risk Management, Outlook, Photoshop, Options, Business Analysis, Portfolio Management, Data Analysis
Education
Case Western Reserve University 2006 — 2010
Bachelor's degree, Finance and economics, 3.875
Case Western Reserve University 2006 — 2010
Bachelor's degree, Finance, General
MCP Alternative Asset Management May 2015 - Present
Goldman Sachs July 2013 - April 2015
PNC Capital Markets July 2011 - June 2013
PNC Capital Markets June 2010 - July 2011
Skills
Capital Markets, Microsoft Excel, Bloomberg, Microsoft Office, Microsoft Word, PowerPoint, English, Research, Windows, Economics, Foreign Exchange, Hedging, Risk Management, Outlook, Photoshop, Options, Business Analysis, Portfolio Management, Data Analysis
Education
Case Western Reserve University 2006 — 2010
Bachelor's degree, Finance and economics, 3.875
Case Western Reserve University 2006 — 2010
Bachelor's degree, Finance, General
Matt Harbaugh's PNC Capital Markets Experience 1998 - 2000
Job Associate VP at West Virginia University & Executive Director at WVU Innovation Corp.
Industry Higher Education
Experience
WVU Innovation Corporation July 2015 - Present
West Virginia University January 2015 - Present
WVU Research Corporation August 2013 - January 2015
Mobile Technologies, LLC (d.b.a. Jibbigo) 2010 - 2013
Innovation Works 2001 - 2010
PNC Capital Markets 1998 - 2000
Skills
Business Transformation, Strategic Partnerships, Business Strategy, Leadership, Executive Management, Venture Capital, Start-ups, Entrepreneurship, Innovation Management
Education
The George Washington University Law School 1994 — 1998
JD
The George Washington University - School of Business 1995 — 1998
MBA, Finance
Duke University 1988 — 1992
BA, Philosophy, Public Policy
WVU Innovation Corporation July 2015 - Present
West Virginia University January 2015 - Present
WVU Research Corporation August 2013 - January 2015
Mobile Technologies, LLC (d.b.a. Jibbigo) 2010 - 2013
Innovation Works 2001 - 2010
PNC Capital Markets 1998 - 2000
Skills
Business Transformation, Strategic Partnerships, Business Strategy, Leadership, Executive Management, Venture Capital, Start-ups, Entrepreneurship, Innovation Management
Education
The George Washington University Law School 1994 — 1998
JD
The George Washington University - School of Business 1995 — 1998
MBA, Finance
Duke University 1988 — 1992
BA, Philosophy, Public Policy
Greg Choi's PNC Capital Markets Experience March 1998 - May 2002
Job
Industry Investment Banking
Experience
Sagamore Partners May 2002 - Present
PNC Capital Markets March 1998 - May 2002
PNC Bank January 1997 - March 1998
PNC Bank January 1996 - January 1997
Midlantic National Bank December 1993 - December 1995
First Fidelity Bank 1986 - 1993
Skills
Mergers, Valuation, Restructuring, Recapitalizations, Mergers & Acquisitions, Middle Market, Private Equity, Due Diligence, Business Valuation, Asset Based Lending, Corporate Finance, Credit, Strategy, Corporate Development, Management, Leadership, Financial Structuring, Consulting, M&A experience, Executive Management, Finance, Portfolio Management, Entrepreneurship, Start-ups, Venture Capital, Team Leadership
Education
University of Pennsylvania - The Wharton School 1978 — 1982
B. S. in Economics, Finance and Political Science
Sagamore Partners May 2002 - Present
PNC Capital Markets March 1998 - May 2002
PNC Bank January 1997 - March 1998
PNC Bank January 1996 - January 1997
Midlantic National Bank December 1993 - December 1995
First Fidelity Bank 1986 - 1993
Skills
Mergers, Valuation, Restructuring, Recapitalizations, Mergers & Acquisitions, Middle Market, Private Equity, Due Diligence, Business Valuation, Asset Based Lending, Corporate Finance, Credit, Strategy, Corporate Development, Management, Leadership, Financial Structuring, Consulting, M&A experience, Executive Management, Finance, Portfolio Management, Entrepreneurship, Start-ups, Venture Capital, Team Leadership
Education
University of Pennsylvania - The Wharton School 1978 — 1982
B. S. in Economics, Finance and Political Science
Craig Wolfanger's PNC Capital Markets Experience 1991 - 1995
Job
Industry Investment Banking
Experience
Raptor Partners LLC 2005 - Present
Parker/Hunter 1995 - 2005
PNC Capital Markets 1991 - 1995
Alex. Brown & Sons Incorporated 1988 - 1991
Kidder Peabody & Co. Incorporated 1982 - 1988
Skills
Management, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Sales, Financial Analysis, Venture Capital, Capital Markets, Corporate Development, Equities, Business Valuation, Joint Ventures, Restructuring, Investments, M&A experience, Mergers, Corporate Governance, Divestitures, Private Placements, Financial Structuring, IPO
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance & Accounting
Valparaiso University 1976 — 1980
B.A., Economics
Raptor Partners LLC 2005 - Present
Parker/Hunter 1995 - 2005
PNC Capital Markets 1991 - 1995
Alex. Brown & Sons Incorporated 1988 - 1991
Kidder Peabody & Co. Incorporated 1982 - 1988
Skills
Management, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Sales, Financial Analysis, Venture Capital, Capital Markets, Corporate Development, Equities, Business Valuation, Joint Ventures, Restructuring, Investments, M&A experience, Mergers, Corporate Governance, Divestitures, Private Placements, Financial Structuring, IPO
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance & Accounting
Valparaiso University 1976 — 1980
B.A., Economics
Robert Pietrick's PNC Capital Markets Experience May 1999 - August 1999
Job Managing Partner at Piechart Partners LLC
Industry Venture Capital & Private Equity
Experience
Piechart Partners LLC November 2009 - Present
National City Capital Markets October 2007 - April 2009
Brown Gibbons Lang & Company May 2001 - August 2007
PNC Capital Markets May 1999 - August 1999
Brookwood Associates July 1997 - July 1999
NationsBanc Capital Markets (predecessor firm to Banc of America Securities) June 1994 - July 1997
Skills
Valuation, Investment Banking, Financial Structuring, Funding, Capital Raising, Middle Market, Capital, Debt, Venture Capital, Private Equity, Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Restructuring, Business Strategy, Due Diligence, Corporate Development, M&A experience, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
B.S., Business-Economics
Singapore American School 1989 — 1990
High School Diploma
St. Ignatius High School, Cleveland 1986 — 1989
High School Diploma
Piechart Partners LLC November 2009 - Present
National City Capital Markets October 2007 - April 2009
Brown Gibbons Lang & Company May 2001 - August 2007
PNC Capital Markets May 1999 - August 1999
Brookwood Associates July 1997 - July 1999
NationsBanc Capital Markets (predecessor firm to Banc of America Securities) June 1994 - July 1997
Skills
Valuation, Investment Banking, Financial Structuring, Funding, Capital Raising, Middle Market, Capital, Debt, Venture Capital, Private Equity, Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Restructuring, Business Strategy, Due Diligence, Corporate Development, M&A experience, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
B.S., Business-Economics
Singapore American School 1989 — 1990
High School Diploma
St. Ignatius High School, Cleveland 1986 — 1989
High School Diploma
Valerie Shadeck's PNC Capital Markets Experience 1997 - Present
Job Director, PNC Capital Markets LLC
Industry Banking
Experience
PNC Capital Markets 1997 - Present
PNC Capital Markets LLC 1997 - Present
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Finance
PNC Capital Markets 1997 - Present
PNC Capital Markets LLC 1997 - Present
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA, Finance
Kristi Ziegler Eberhardt's PNC Capital Markets Experience October 2009 - Present
Job Director
Industry Capital Markets
Experience
PNC Capital Markets October 2009 - Present
NatCity Investments 2001 - 2009
Huntington National Bank 1991 - 2001
Education
Otterbein College
Bachelor, Finance
Archbold High School
PNC Capital Markets October 2009 - Present
NatCity Investments 2001 - 2009
Huntington National Bank 1991 - 2001
Education
Otterbein College
Bachelor, Finance
Archbold High School
Andrew Einhorn's PNC Capital Markets Experience May 1996 - June 2001
Job CFO at Esprit Pharma, Inc.
Industry Pharmaceuticals
Experience
Esprit Pharma, Inc. CFOESP Pharma, Inc.May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC Capital Markets May 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
Education
American University - Kogod School of Business 1977 — 1981
Esprit Pharma, Inc. CFOESP Pharma, Inc.May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC Capital Markets May 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
Education
American University - Kogod School of Business 1977 — 1981
Adam Goff's PNC Capital Markets Experience January 2008 - Present
Job Managing Director, Derivative Products Group at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets January 2008 - Present
PNC Capital Markets October 2005 - January 2008
Federated Investors May 2002 - January 2005
Skills
Equity Derivatives, Derivatives, Interest Rate Swaps, Interest Rate..., Fixed Income, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Bloomberg, Alternative Investments, Securities, Investment Banking, Financial Analysis, Finance
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2005
University of Pittsburgh 1998 — 2002
BS, Accounting
PNC Capital Markets January 2008 - Present
PNC Capital Markets October 2005 - January 2008
Federated Investors May 2002 - January 2005
Skills
Equity Derivatives, Derivatives, Interest Rate Swaps, Interest Rate..., Fixed Income, Hedge Funds, Valuation, Financial Modeling, Capital Markets, Bloomberg, Alternative Investments, Securities, Investment Banking, Financial Analysis, Finance
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2005
University of Pittsburgh 1998 — 2002
BS, Accounting
Ryan Garr's PNC Capital Markets Experience March 2012 - Present
Job
Industry Banking
Experience
PNC Capital Markets March 2012 - Present
RBC Bank September 2007 - March 2012
RBC Bank July 2005 - September 2007
Skills
Credit, Commercial Banking, Banking, Loans, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Commercial Lending, Underwriting, Financial Modeling, Risk Management, Financial Risk, Investments, Mortgage Lending, Capital Markets, Equities, Fixed Income, Investment Banking, Interest Rate Risk..., Interest Rate..., Loan Origination
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science (B.S.)
PNC Capital Markets March 2012 - Present
RBC Bank September 2007 - March 2012
RBC Bank July 2005 - September 2007
Skills
Credit, Commercial Banking, Banking, Loans, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Commercial Lending, Underwriting, Financial Modeling, Risk Management, Financial Risk, Investments, Mortgage Lending, Capital Markets, Equities, Fixed Income, Investment Banking, Interest Rate Risk..., Interest Rate..., Loan Origination
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science (B.S.)
Heather Alger's PNC Capital Markets Experience 2011 - Present
Job Managing Director
Industry Banking
Experience
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
Doug Danforth's PNC Capital Markets Experience 1988 - 1992
Job Founder & CEO at LINKSIT
Industry Financial Services
Experience
LINKS-IT 2010 - Present
LINKS-IT 2010 - 2013
Midland Loan Services 2000 - 2006
PNC Bank 1993 - 1999
PNC Capital Markets 1988 - 1992
Mellon Bank 1985 - 1987
Valley National Bank of AZ (Now JPM Chase) 1981 - 1984
Pittsburgh National Bank (now PNC Bank) 1978 - 1979
Education
University of Missouri-Kansas City 2007 — 2009
Masters of Accounting
Carnegie Mellon University 1979 — 1981
MBA
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MBA
Duke University 1973 — 1977
AB, History
LINKS-IT 2010 - Present
LINKS-IT 2010 - 2013
Midland Loan Services 2000 - 2006
PNC Bank 1993 - 1999
PNC Capital Markets 1988 - 1992
Mellon Bank 1985 - 1987
Valley National Bank of AZ (Now JPM Chase) 1981 - 1984
Pittsburgh National Bank (now PNC Bank) 1978 - 1979
Education
University of Missouri-Kansas City 2007 — 2009
Masters of Accounting
Carnegie Mellon University 1979 — 1981
MBA
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MBA
Duke University 1973 — 1977
AB, History
Gary Cui's PNC Capital Markets Experience 2006 - Present
Job Managing Director at PNC Bank
Industry Financial Services
Experience
PNC Capital Markets 2006 - Present
NatCity Investments February 2006 - December 2008
GMRC-RFC Securities 2005 - 2006
Freddie Mac 1998 - 2005
Skills
Fixed Income, Valuation, Investments, Bloomberg, Financial Modeling, Equities, Hedge Funds, Credit, Banking, Credit Risk, Securities, Financial Analysis, Credit Analysis
Education
University of Maryland College Park 1995 — 1998
Master of Business Administration (MBA), Financial Mathematics
Nankai University 1988 — 1992
BS, International Finance
PNC Capital Markets 2006 - Present
NatCity Investments February 2006 - December 2008
GMRC-RFC Securities 2005 - 2006
Freddie Mac 1998 - 2005
Skills
Fixed Income, Valuation, Investments, Bloomberg, Financial Modeling, Equities, Hedge Funds, Credit, Banking, Credit Risk, Securities, Financial Analysis, Credit Analysis
Education
University of Maryland College Park 1995 — 1998
Master of Business Administration (MBA), Financial Mathematics
Nankai University 1988 — 1992
BS, International Finance
Brian G. DeRespiris, CPA (Inactive)'s PNC Capital Markets Experience February 2009 - Present
Job Chief Operating Officer, Managing Director at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
PNC Capital Markets February 2009 - Present
NatCity Investments, Inc. July 2006 - February 2009
National City Bank February 2002 - July 2006
Cohen & Company 1995 - 2002
Skills
Customer Service, Loans, Portfolio Management, Process Improvement, Risk Management, Series 7, Banking, Financial Analysis, Fixed Income, Leadership, Management, Investments, Mergers & Acquisitions, Asset Management, Capital Markets, Securities, Financial Modeling
Education
Cleveland State University
BBA, MA, Accounting, Tax, Finance
Todd Rongaus, CFA's PNC Capital Markets Experience September 2006 - September 2008
Job Vice President, Director of Derivatives Strategies
Industry Financial Services
Experience
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
Brian McNelis's PNC Capital Markets Experience March 2013 - Present
Job Managing Director at PNC Capital Markets
Industry Capital Markets
Experience
PNC Capital Markets March 2013 - Present
PNC Capital Markets LLC March 2011 - March 2013
PNC Capital Markets LLC December 2004 - December 2007
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
Duquesne University 1999 — 2003
PNC Capital Markets March 2013 - Present
PNC Capital Markets LLC March 2011 - March 2013
PNC Capital Markets LLC December 2004 - December 2007
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2009
Duquesne University 1999 — 2003
Timothy Care's PNC Capital Markets Experience February 2015 - Present
Job Senior Associate at PNC Capital Markets
Industry Banking
Experience
PNC Capital Markets February 2015 - Present
RBC Capital Markets June 2007 - January 2015
Susquehanna International Group February 2005 - June 2007
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg Terminal, Scenario Analysis, Series 7, Reconciliations, Bonds, Fixed Income Products, Securities, Finance
Education
Saint Joseph's University 2003 — 2007
B.S, Investment Finance
PNC Capital Markets February 2015 - Present
RBC Capital Markets June 2007 - January 2015
Susquehanna International Group February 2005 - June 2007
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg Terminal, Scenario Analysis, Series 7, Reconciliations, Bonds, Fixed Income Products, Securities, Finance
Education
Saint Joseph's University 2003 — 2007
B.S, Investment Finance
Tony DiPietro's PNC Capital Markets Experience December 2004 - May 2012
Job Vice President Risk Review Capital Markets at KeyBank
Industry Financial Services
Experience
KeyBank June 2012 - Present
PNC Capital Markets December 2004 - May 2012
St Christopher School and Rocky River High School 1989 - 2007
Huntington Capital Corporation August 2003 - July 2004
FifthThird Bank April 2001 - August 2003
McDonald Investments December 1989 - April 2001
Skills
Asset Managment, Investments, Series 7
Education
Elon University 1985 — 1989
BS, Major: Finance, Minor: Economics
Rocky River High School 1983 — 1984
St. Edward High School 1981 — 1982
KeyBank June 2012 - Present
PNC Capital Markets December 2004 - May 2012
St Christopher School and Rocky River High School 1989 - 2007
Huntington Capital Corporation August 2003 - July 2004
FifthThird Bank April 2001 - August 2003
McDonald Investments December 1989 - April 2001
Skills
Asset Managment, Investments, Series 7
Education
Elon University 1985 — 1989
BS, Major: Finance, Minor: Economics
Rocky River High School 1983 — 1984
St. Edward High School 1981 — 1982
Mark G. Visnic's PNC Capital Markets Experience 2006 - 2009
Job Principal at Oak Grove Capital, LLC
Industry Capital Markets
Experience
Oak Grove Capital, LLC 2010 - Present
PNC Capital Markets 2006 - 2009
Mellon Capital Markets 2002 - 2006
Dreyfus/MPAM 1998 - 2002
US Agency for International Development March 1989 - March 1996
Morgan, Lewis & Bockius LLP 1987 - 1989
Skills
Investments, Private Equity, Asset Managment, Venture Capital, Mutual Funds, Mergers, Portfolio Management, Corporate Finance, Alternative Investments, Due Diligence, Securities, Capital Markets, Asset Management, Equities, Fixed Income, Management, Risk Management, Business Development, Financial Risk, Mergers, Financial Analysis, Hedge Funds, Strategic Planning, Wealth Management, Financial Modeling, Finance, Financial Services, Strategy, Leadership, Asset Allocation, Equity Derivatives, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA, Finance
American University Washington College of Law 1987 — 1988
LL.M., Comparative Law
University of Pittsburgh School of Law 1982 — 1985
Doctor of Law (J.D.), Law
Wake Forest University 1976 — 1980
BA, Economics
Oak Grove Capital, LLC 2010 - Present
PNC Capital Markets 2006 - 2009
Mellon Capital Markets 2002 - 2006
Dreyfus/MPAM 1998 - 2002
US Agency for International Development March 1989 - March 1996
Morgan, Lewis & Bockius LLP 1987 - 1989
Skills
Investments, Private Equity, Asset Managment, Venture Capital, Mutual Funds, Mergers, Portfolio Management, Corporate Finance, Alternative Investments, Due Diligence, Securities, Capital Markets, Asset Management, Equities, Fixed Income, Management, Risk Management, Business Development, Financial Risk, Mergers, Financial Analysis, Hedge Funds, Strategic Planning, Wealth Management, Financial Modeling, Finance, Financial Services, Strategy, Leadership, Asset Allocation, Equity Derivatives, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
MBA, Finance
American University Washington College of Law 1987 — 1988
LL.M., Comparative Law
University of Pittsburgh School of Law 1982 — 1985
Doctor of Law (J.D.), Law
Wake Forest University 1976 — 1980
BA, Economics
Jeff McGeary's PNC Capital Markets Experience 1996 - 2004
Job Managing Director at PNC Capital Markets LLC
Industry Investment Banking
Experience
PNC Capital Markets LLC 2004 - Present
PNC Capital Markets 1996 - 2004
Skills
Capital Markets, Portfolio Management, Corporate Finance, Loans, Commercial Banking, Asset Based Lending, Credit Analysis, Credit, Financial Structuring, Credit Risk, Structured Finance, Leveraged Finance, Treasury Management, Investment Banking, Commercial Lending, Financial Analysis
Education
Northeastern University 1992 — 1994
MBA, Finance
Wheeling Jesuit University 1988 — 1992
BA, Spanish, International Relations
PNC Capital Markets LLC 2004 - Present
PNC Capital Markets 1996 - 2004
Skills
Capital Markets, Portfolio Management, Corporate Finance, Loans, Commercial Banking, Asset Based Lending, Credit Analysis, Credit, Financial Structuring, Credit Risk, Structured Finance, Leveraged Finance, Treasury Management, Investment Banking, Commercial Lending, Financial Analysis
Education
Northeastern University 1992 — 1994
MBA, Finance
Wheeling Jesuit University 1988 — 1992
BA, Spanish, International Relations
Pat Zann's PNC Capital Markets Experience June 1998 - Present
Job Managing Director, Derivatives
Industry Capital Markets
Experience
PNC Capital Markets June 1998 - Present
Skills
Portfolio Management, Capital Markets
Education
Penn State University 1997 — 1998
MBA, Finance
Michigan State University
Bachelor, Civil and Environmental Engineering
PNC Capital Markets June 1998 - Present
Skills
Portfolio Management, Capital Markets
Education
Penn State University 1997 — 1998
MBA, Finance
Michigan State University
Bachelor, Civil and Environmental Engineering
Dan Schaefer's PNC Capital Markets Experience November 2010 - May 2014
Job MBA Candidate University of Michigan Stephen M. Ross School of Business Class of 2016
Industry Retail
Experience
Amazon May 2015 - August 2015
Capital One March 2015 - May 2015
Stratos Card September 2014 - May 2015
Capital Innovators May 2014 - August 2014
PNC Capital Markets November 2010 - May 2014
INTL Trading (INTL Hanley) April 2009 - October 2010
Skills
Product Marketing, Mobile Payments, Entrepreneurship, Financial Modeling, Statistical Decision..., Finance, Financial Analysis, Strategic Planning, Microsoft Excel, Currency Futures, PowerPoint, Credit Training, Derivatives, Trading, Series 7, Capital Markets, Options, Valuation, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy and Business Analytics
University of Dayton 2005 — 2009
BS in Business Administration, Finance, Marketing, Entrepreneurship
Training the Street (TTS)
Financial Modeling and Valuation
Amazon May 2015 - August 2015
Capital One March 2015 - May 2015
Stratos Card September 2014 - May 2015
Capital Innovators May 2014 - August 2014
PNC Capital Markets November 2010 - May 2014
INTL Trading (INTL Hanley) April 2009 - October 2010
Skills
Product Marketing, Mobile Payments, Entrepreneurship, Financial Modeling, Statistical Decision..., Finance, Financial Analysis, Strategic Planning, Microsoft Excel, Currency Futures, PowerPoint, Credit Training, Derivatives, Trading, Series 7, Capital Markets, Options, Valuation, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy and Business Analytics
University of Dayton 2005 — 2009
BS in Business Administration, Finance, Marketing, Entrepreneurship
Training the Street (TTS)
Financial Modeling and Valuation
Bob Celata's PNC Capital Markets Experience May 1998 - July 2011
Job Executive Vice President at PNC Bank
Industry Banking
Experience
PNC May 1998 - Present
PNC Capital Markets May 1998 - July 2011
CoreStates Financial October 1984 - May 1998
CoreStates Bank October 1984 - May 1998
Skills
Portfolio Management, Commercial Lending, Banking, Treasury Management, Capital Markets, Foreign Exchange, Wealth Management, Fixed Income
Education
Georgetown University 1980 — 1984
BSBA, Finance
BC High School 1976 — 1980
PNC May 1998 - Present
PNC Capital Markets May 1998 - July 2011
CoreStates Financial October 1984 - May 1998
CoreStates Bank October 1984 - May 1998
Skills
Portfolio Management, Commercial Lending, Banking, Treasury Management, Capital Markets, Foreign Exchange, Wealth Management, Fixed Income
Education
Georgetown University 1980 — 1984
BSBA, Finance
BC High School 1976 — 1980
Scott Winter, CFA's PNC Capital Markets Experience 1999 - July 2011
Job Managing Director at Ziegler
Industry Investment Banking
Experience
Ziegler July 2011 - Present
PNC Capital Markets 1999 - July 2011
A.G. Edwards & Sons, Inc. 1995 - 1999
Skills
Derivatives, Finance, Capital Markets, Fixed Income, Securities, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Mergers & Acquisitions, Mergers
Education
Cleveland State University 1993 — 1994
Master of Business Administration (MBA), Finance, General
Miami University 1987 — 1991
B.S., Finance
Ziegler July 2011 - Present
PNC Capital Markets 1999 - July 2011
A.G. Edwards & Sons, Inc. 1995 - 1999
Skills
Derivatives, Finance, Capital Markets, Fixed Income, Securities, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Mergers & Acquisitions, Mergers
Education
Cleveland State University 1993 — 1994
Master of Business Administration (MBA), Finance, General
Miami University 1987 — 1991
B.S., Finance
Rod Elliott's PNC Capital Markets Experience 2010 - Present
Job Managing Director at PNC Capital Markets
Industry Capital Markets
Experience
PNC Capital Markets 2010 - Present
National City Bank May 2000 - December 2008
Price Waterhouse LLP June 1994 - September 1998
Education
Miami University 1991 — 1995
Accounting
The Ohio State University Fisher College of Business
PNC Capital Markets 2010 - Present
National City Bank May 2000 - December 2008
Price Waterhouse LLP June 1994 - September 1998
Education
Miami University 1991 — 1995
Accounting
The Ohio State University Fisher College of Business
Peter J. Stangert's PNC Capital Markets Experience 1991 - 2009
Job at Hardin Compliance Consultants
Industry Management Consulting
Experience
Hardin Compliance Consulting LLC October 2010 - Present
Three Rivers Compliance Consultants, Inc. July 2009 - June 2012
PNC Capital Markets 1991 - 2009
PNC 1991 - 2009
PNC Financial Services Group 1991 - 2009
NASD September 1978 - September 1991
Skills
Compliance, FINRA, Brokerage, Series 7, Bank Secrecy Act, Securities, USA PATRIOT Act, Mutual Funds, Securities Regulation, Series 24, series 4, Series 53, CAMS, State Compliance, Investment Banking, Institutional Investors, Licensing, OFAC, BSA, AML, KYC, Series 63, Institutional..., Investment Advisory, Alternative Investments
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
Hardin Compliance Consulting LLC October 2010 - Present
Three Rivers Compliance Consultants, Inc. July 2009 - June 2012
PNC Capital Markets 1991 - 2009
PNC 1991 - 2009
PNC Financial Services Group 1991 - 2009
NASD September 1978 - September 1991
Skills
Compliance, FINRA, Brokerage, Series 7, Bank Secrecy Act, Securities, USA PATRIOT Act, Mutual Funds, Securities Regulation, Series 24, series 4, Series 53, CAMS, State Compliance, Investment Banking, Institutional Investors, Licensing, OFAC, BSA, AML, KYC, Series 63, Institutional..., Investment Advisory, Alternative Investments
Education
Rutgers University-New Brunswick 1974 — 1978
BA, Economics
Dick Tito's PNC Capital Markets Experience October 1997 - September 2001
Job Kind of. Sort of. Retired.
Industry Mental Health Care
Experience
Gateway Rehabilitation Center April 2011 - December 2013
Waynesburg University September 2009 - April 2011
Federated Investors September 2001 - July 2006
PNC Capital Markets October 1997 - September 2001
NationsBank Capital Markets November 1987 - October 1997
Mellon Bank July 1976 - November 1987
First Virginia Bank March 1972 - August 1974
US Army September 1969 - March 1972
Skills
Executive Management, Counseling, Team Building, Fundraising, Coaching, Public Speaking, Psychotherapy, Psychology, Team Leadership, Management, Process Improvement, Leadership, Leadership Development, Community Outreach, Mental Health, Program Development, Therapists
Education
Waynesburg University 2009 — 2011
MA, Counseling
Yoga Alliance 2007 — 2008
RYT-200, Studied with Donna Dyer, Yoga H'om
Carnegie Mellon University - Tepper School of Business 1987 — 1987
Certificate, Executive Management Program for Mellon Bank
University of Michigan 1982 — 1982
Public Finance Certificate, Public Finance Institute
West Virginia University 1974 — 1976
MBA, Marketing
Union College 1965 — 1969
BA, History
The Hill School 1961 — 1965
HS Diploma, Surviving an all male prep school!
Gateway Rehabilitation Center April 2011 - December 2013
Waynesburg University September 2009 - April 2011
Federated Investors September 2001 - July 2006
PNC Capital Markets October 1997 - September 2001
NationsBank Capital Markets November 1987 - October 1997
Mellon Bank July 1976 - November 1987
First Virginia Bank March 1972 - August 1974
US Army September 1969 - March 1972
Skills
Executive Management, Counseling, Team Building, Fundraising, Coaching, Public Speaking, Psychotherapy, Psychology, Team Leadership, Management, Process Improvement, Leadership, Leadership Development, Community Outreach, Mental Health, Program Development, Therapists
Education
Waynesburg University 2009 — 2011
MA, Counseling
Yoga Alliance 2007 — 2008
RYT-200, Studied with Donna Dyer, Yoga H'om
Carnegie Mellon University - Tepper School of Business 1987 — 1987
Certificate, Executive Management Program for Mellon Bank
University of Michigan 1982 — 1982
Public Finance Certificate, Public Finance Institute
West Virginia University 1974 — 1976
MBA, Marketing
Union College 1965 — 1969
BA, History
The Hill School 1961 — 1965
HS Diploma, Surviving an all male prep school!
Richard Ferry's PNC Capital Markets Experience July 2007 - Present
Job Managing Director Financial Institutions Group
Industry Banking
Experience
PNC Capital Markets July 2007 - Present
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Loans, Commercial Banking, Credit Analysis, Portfolio Management, Financial Analysis, Banking
Education
The George Washington University - School of Business 2004 — 2007
MBA, Business
Penn State University 1995 — 1999
Bachelor of Science, Marketing
PNC Capital Markets July 2007 - Present
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Loans, Commercial Banking, Credit Analysis, Portfolio Management, Financial Analysis, Banking
Education
The George Washington University - School of Business 2004 — 2007
MBA, Business
Penn State University 1995 — 1999
Bachelor of Science, Marketing
Tony Hokayem, CFA's PNC Capital Markets Experience 2009 - 2013
Job ColbeckSenior Vice President
Industry Financial Services
Experience
Colbeck 2013 - Present
PNC Capital Markets 2009 - 2013
PNC Capital Markets 2006 - 2008
PNC Financial Services 2004 - 2006
PNC Financial Services 2002 - 2003
Skills
Bloomberg, Capital IQ, FactSet, Preqin, Hoovers, Microsoft Office, Moodys Risk Analyst, SAS, Intex, CAS, Series 7, Series 63, Equities, Credit, Leveraged Finance, Distressed Debt, Bankruptcy, Leverage Finance, Loan Origination, Syndications, Fixed Income, High Yield, Corporate Finance, Structured Finance, Contract Finance, Middle Market, LPC, Finance, Mezzanine, Valuation, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Specializations: Accounting, Law and Business, Finance
Centre College
BS, Economics, Mathematics
Farragut HS
Colbeck 2013 - Present
PNC Capital Markets 2009 - 2013
PNC Capital Markets 2006 - 2008
PNC Financial Services 2004 - 2006
PNC Financial Services 2002 - 2003
Skills
Bloomberg, Capital IQ, FactSet, Preqin, Hoovers, Microsoft Office, Moodys Risk Analyst, SAS, Intex, CAS, Series 7, Series 63, Equities, Credit, Leveraged Finance, Distressed Debt, Bankruptcy, Leverage Finance, Loan Origination, Syndications, Fixed Income, High Yield, Corporate Finance, Structured Finance, Contract Finance, Middle Market, LPC, Finance, Mezzanine, Valuation, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Specializations: Accounting, Law and Business, Finance
Centre College
BS, Economics, Mathematics
Farragut HS
Rusty Saylor's PNC Capital Markets Experience June 1998 - June 2002
Job President & CEO
Industry Staffing and Recruiting
Experience
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
Bruce Mathews, MBA's PNC Capital Markets Experience July 2000 - February 2002
Job Senior Account Analyst III at EDMC
Industry Education Management
Experience
Education Management Corportation February 2012 - Present
EDMC May 2010 - January 2012
EDMC October 2008 - March 2010
EDMC September 2006 - October 2008
PNC Advisors February 2002 - March 2006
PNC Capital Markets July 2000 - February 2002
PNC Capital Markets June 1999 - August 1999
Bank of New York Mellon July 1993 - August 1998
Zardoya Otis, S.A June 1992 - August 1992
Skills
Variance Analysis, Monthly Close Process, Accounts Receivable, Analytics, Financial Analysis, Securities Lending, Trading, Financial Modeling, Hyperion Enterprise, CampusVue, Executive Reporting, Covenant Compliance, Presenting to Clients, Credit Analysis, Forecasting, Process Improvement, Financial Forecasting, Accounting, Portfolio Management, Mergers, Data Analysis, Analysis, Strategic Financial..., Finance, Capital Markets, Training, Program Management, Project Management, Financial Risk, Management, Financial Services, Essbase, Budgets, Financial Reporting, Business Process..., Cost Accounting, Business Process, Corporate Finance, Mergers & Acquisitions, Managerial Finance, Business Analysis, Access, Competitive Analysis, Capital Budgeting, Microsoft Office
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1993
BA, International Relations
Education Management Corportation February 2012 - Present
EDMC May 2010 - January 2012
EDMC October 2008 - March 2010
EDMC September 2006 - October 2008
PNC Advisors February 2002 - March 2006
PNC Capital Markets July 2000 - February 2002
PNC Capital Markets June 1999 - August 1999
Bank of New York Mellon July 1993 - August 1998
Zardoya Otis, S.A June 1992 - August 1992
Skills
Variance Analysis, Monthly Close Process, Accounts Receivable, Analytics, Financial Analysis, Securities Lending, Trading, Financial Modeling, Hyperion Enterprise, CampusVue, Executive Reporting, Covenant Compliance, Presenting to Clients, Credit Analysis, Forecasting, Process Improvement, Financial Forecasting, Accounting, Portfolio Management, Mergers, Data Analysis, Analysis, Strategic Financial..., Finance, Capital Markets, Training, Program Management, Project Management, Financial Risk, Management, Financial Services, Essbase, Budgets, Financial Reporting, Business Process..., Cost Accounting, Business Process, Corporate Finance, Mergers & Acquisitions, Managerial Finance, Business Analysis, Access, Competitive Analysis, Capital Budgeting, Microsoft Office
Education
Clark Atlanta University 1998 — 2000
MBA, Finance
University of Pennsylvania 1988 — 1993
BA, International Relations
Andrea Caralis's PNC Capital Markets Experience January 2012 - Present
Job Foreign Exchange Sales and Trading
Industry Financial Services
Experience
PNC Capital Markets January 2012 - Present
PNC Capital Markets December 2010 - January 2012
PNC July 2009 - December 2010
Skills
Banking, Finance, Microsoft Excel, Leadership, Financial Analysis, Credit, Credit Analysis, Foreign Exchange Risk..., FX Hedging, Credit Risk, Underwriting, Financial Modeling, Portfolio Management, Risk Management, Loans, Investments, International Sales, Foreign Exchange
Education
Miami University 2005 — 2009
Bachelor of Science (BS), Finance
PNC Capital Markets January 2012 - Present
PNC Capital Markets December 2010 - January 2012
PNC July 2009 - December 2010
Skills
Banking, Finance, Microsoft Excel, Leadership, Financial Analysis, Credit, Credit Analysis, Foreign Exchange Risk..., FX Hedging, Credit Risk, Underwriting, Financial Modeling, Portfolio Management, Risk Management, Loans, Investments, International Sales, Foreign Exchange
Education
Miami University 2005 — 2009
Bachelor of Science (BS), Finance
Theresa Provencher's PNC Capital Markets Experience 2009 - Present
Job Senior Vice President at PNC Equipment Finance
Industry Financial Services
Experience
PNC Equipment Finance January 2015 - Present
PNC Equipment Finance January 2013 - Present
PNC Capital Markets 2009 - Present
National City Commercial Capital May 2006 - October 2009
GE Commercial Finance 2003 - 2006
Northern Trust Corporation January 1998 - May 2003
Comdisco 1989 - 1998
Unibanc Trust 1988 - 1990
Skills
Series 7, Series 63, Series 79, Financial Structuring, FINRA, Banking, Relationship Management, Valuation, Cash Management, Asset Management, Credit Analysis, Financial Modeling, Loans, Risk Management, Commercial Lending, Portfolio Management, Asset Based Lending, Financial Risk, Finance, Credit, Due Diligence, Structured Finance, Commercial Banking, Alternative Investments, Financial Analysis, Financial Services, Asset Managment, Investments, Equities, Asset Allocation, Capital Markets, Underwriting, Mergers & Acquisitions, Executive Management, Insurance, Strategic Financial...
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
B.S., Finance
PNC Equipment Finance January 2015 - Present
PNC Equipment Finance January 2013 - Present
PNC Capital Markets 2009 - Present
National City Commercial Capital May 2006 - October 2009
GE Commercial Finance 2003 - 2006
Northern Trust Corporation January 1998 - May 2003
Comdisco 1989 - 1998
Unibanc Trust 1988 - 1990
Skills
Series 7, Series 63, Series 79, Financial Structuring, FINRA, Banking, Relationship Management, Valuation, Cash Management, Asset Management, Credit Analysis, Financial Modeling, Loans, Risk Management, Commercial Lending, Portfolio Management, Asset Based Lending, Financial Risk, Finance, Credit, Due Diligence, Structured Finance, Commercial Banking, Alternative Investments, Financial Analysis, Financial Services, Asset Managment, Investments, Equities, Asset Allocation, Capital Markets, Underwriting, Mergers & Acquisitions, Executive Management, Insurance, Strategic Financial...
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1988
B.S., Finance
Glenda Hunter's PNC Capital Markets Experience October 2007 - April 2011
Job Instructor at Yorkville Christian High School
Industry Investment Management
Experience
Yorkville Christian High School September 2014 - Present
Spertus Institute for Jewish Learning and Leadership October 2008 - Present
PNC Capital Markets October 2007 - April 2011
JPMorgan Chase November 1992 - July 2004
Skills
Fixed Income, Trading, Portfolio Management, Investments, Asset Allocation, Equities, Bonds, Program Development, Asset Managment, Investment Strategies, Hedge Funds, Investment Management, Asset Management, Options, Alternative Investments, Capital Markets, Finance, Community Outreach, Risk Management, Emerging Markets, Quantitative Analytics, Financial Services, Banking, Volunteer Management, Mutual Funds, Bloomberg, Training, Strategy, Higher Education, Leadership, Program Management, Leadership Development, Workshop Facilitation, Dalcomp, Nonprofits
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA), Economics/Finance
Northwestern University 1989 — 1993
Bachelor of Science (B.S.), Organizational Behavior Studies
Yorkville Christian High School September 2014 - Present
Spertus Institute for Jewish Learning and Leadership October 2008 - Present
PNC Capital Markets October 2007 - April 2011
JPMorgan Chase November 1992 - July 2004
Skills
Fixed Income, Trading, Portfolio Management, Investments, Asset Allocation, Equities, Bonds, Program Development, Asset Managment, Investment Strategies, Hedge Funds, Investment Management, Asset Management, Options, Alternative Investments, Capital Markets, Finance, Community Outreach, Risk Management, Emerging Markets, Quantitative Analytics, Financial Services, Banking, Volunteer Management, Mutual Funds, Bloomberg, Training, Strategy, Higher Education, Leadership, Program Management, Leadership Development, Workshop Facilitation, Dalcomp, Nonprofits
Education
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA), Economics/Finance
Northwestern University 1989 — 1993
Bachelor of Science (B.S.), Organizational Behavior Studies
Elizabeth Coolidge's PNC Capital Markets Experience February 2013 - Present
Job Managing Director at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets February 2013 - Present
Siebert Brandford Shank & Co. February 2008 - February 2013
Lehman Brothers March 2000 - February 2008
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Series 7, Bonds, Financial Modeling, Public Finance, Equities, Investments, Due Diligence, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, English
St. Ignatius College Prep 1980 — 1984
PNC Capital Markets February 2013 - Present
Siebert Brandford Shank & Co. February 2008 - February 2013
Lehman Brothers March 2000 - February 2008
Skills
Capital Markets, Fixed Income, Securities, Investment Banking, Series 7, Bonds, Financial Modeling, Public Finance, Equities, Investments, Due Diligence, Asset Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, English
St. Ignatius College Prep 1980 — 1984
Chris Walters's PNC Capital Markets Experience July 2010 - July 2012
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
William A. Runner, Jr.'s PNC Capital Markets Experience 1994 - 1996
Job Community Advisory Board member at Luzerne Bank
Industry Sports
Experience
Luzerne Bank October 2014 - Present
Runner Financial Services 1996 - Present
Jack Frost Mountain January 1989 - Present
PNC Capital Markets 1994 - 1996
First Eastern Capital Markets 1980 - 1994
Skills
Strategic Planning, Public Speaking, Public Relations, Marketing, Customer Service, Sales Management, Negotiation, New Business Development, Social Media, Advertising, Fundraising, Team Building, Community Outreach, Coaching, Marketing Communications, Marketing Strategy, Editing, Teaching, Event Management, Sales, Business Planning, Project Planning, Social Networking, Direct Sales, Program Management, Strategy, Leadership, Project Management, Account Management, Analysis, Management, Market Research, CRM, Entrepreneurship, Training, Social Media Marketing, Leadership Development, Start-ups, Nonprofits, Business Strategy, Budgets, Business Development, Organizational..., Online Advertising, Team Leadership, Strategic Partnerships, Contract Negotiation, Lead Generation, Product Marketing, Investments
Education
Institute of Investment Banking at Wharton. 1968 — 1970
Certificate, Investment Banking
University of Pennsylvania - The Wharton School 1957 — 1966
ABA, Commerce and Finance
Luzerne Bank October 2014 - Present
Runner Financial Services 1996 - Present
Jack Frost Mountain January 1989 - Present
PNC Capital Markets 1994 - 1996
First Eastern Capital Markets 1980 - 1994
Skills
Strategic Planning, Public Speaking, Public Relations, Marketing, Customer Service, Sales Management, Negotiation, New Business Development, Social Media, Advertising, Fundraising, Team Building, Community Outreach, Coaching, Marketing Communications, Marketing Strategy, Editing, Teaching, Event Management, Sales, Business Planning, Project Planning, Social Networking, Direct Sales, Program Management, Strategy, Leadership, Project Management, Account Management, Analysis, Management, Market Research, CRM, Entrepreneurship, Training, Social Media Marketing, Leadership Development, Start-ups, Nonprofits, Business Strategy, Budgets, Business Development, Organizational..., Online Advertising, Team Leadership, Strategic Partnerships, Contract Negotiation, Lead Generation, Product Marketing, Investments
Education
Institute of Investment Banking at Wharton. 1968 — 1970
Certificate, Investment Banking
University of Pennsylvania - The Wharton School 1957 — 1966
ABA, Commerce and Finance
John F Kirsch's PNC Capital Markets Experience 1996 - 2007
Job Controller at Bud Behling Leasing Inc.
Industry Capital Markets
Experience
Bud Behling Leasing Inc. April 2014 - Present
United States Tennis Association January 2012 - Present
Kirsch Consulting LLC February 2007 - Present
Bankers Life & Casualty Company 2009 - 2009
PNC Capital Markets 1996 - 2007
BNY Mellon July 1974 - May 1996
Skills
Capital Markets, Strategic Planning, Financial Analysis, Interest Rate Swaps, Financial Modeling, Risk Management, Investments, Strategy, Loans, Management, Mergers & Acquisitions, Credit, Portfolio Management, Finance, Corporate Finance, Banking
Education
University of Pittsburgh 1976 — 1983
B. S., Business Administration and Accounting
Bud Behling Leasing Inc. April 2014 - Present
United States Tennis Association January 2012 - Present
Kirsch Consulting LLC February 2007 - Present
Bankers Life & Casualty Company 2009 - 2009
PNC Capital Markets 1996 - 2007
BNY Mellon July 1974 - May 1996
Skills
Capital Markets, Strategic Planning, Financial Analysis, Interest Rate Swaps, Financial Modeling, Risk Management, Investments, Strategy, Loans, Management, Mergers & Acquisitions, Credit, Portfolio Management, Finance, Corporate Finance, Banking
Education
University of Pittsburgh 1976 — 1983
B. S., Business Administration and Accounting
John Onorato's PNC Capital Markets Experience March 2000 - January 2002
Job Vice President/General Counsel at Manufacturer & Business Association
Industry Legal Services
Experience
Manufacturer & Business Association January 2006 - Present
Gannon University August 1998 - Present
County of Erie January 2002 - January 2006
PNC Capital Markets March 2000 - January 2002
State Senator Jane M. Earll January 1997 - March 2000
Education
Gannon University
M.B.A.
Dickinson Law
J.D.
Gannon University
B.A., Political Science
Manufacturer & Business Association January 2006 - Present
Gannon University August 1998 - Present
County of Erie January 2002 - January 2006
PNC Capital Markets March 2000 - January 2002
State Senator Jane M. Earll January 1997 - March 2000
Education
Gannon University
M.B.A.
Dickinson Law
J.D.
Gannon University
B.A., Political Science
Paul Feldman's PNC Capital Markets Experience 1987 - 2001
Job Investment Executive, Vice President
Industry Financial Services
Experience
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Michael J. Halloran, CFA's PNC Capital Markets Experience March 1998 - September 2000
Job Strategy Analyst at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Janney Montgomery Scott May 2012 - Present
Point Park University October 2009 - Present
BPU Investment Management, Inc. January 2010 - May 2012
Allegiant Asset Management May 2004 - July 2009
Strong Capital Management September 2000 - May 2004
PNC Capital Markets March 1998 - September 2000
Deloitte May 1997 - August 1997
United Technologies, Pratt & Whitney November 1986 - July 1996
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Capital Markets, Equities, Business Development, Derivatives, Management, Process Improvement, Analysis, Investment Strategies
Education
Carnegie Mellon University 1996 — 1998
MBA, Finance, Strategy, and Operations
University of Florida 1987 — 1993
M.S, Mechanical Engineering
University of Pittsburgh 1982 — 1986
B.S, Mechanical Engineering with Aerospace Option
Pittsburgh Central Catholic 1978 — 1982
CFA Institute
Max Slivka's PNC Capital Markets Experience June 2010 - August 2010
Job Pegasus Capital Advisors
Industry Venture Capital & Private Equity
Experience
Pegasus Capital Advisors August 2013 - Present
Citi June 2012 - August 2013
Sircle Advertising, Inc. September 2011 - March 2012
Citi May 2011 - August 2011
PNC Capital Markets June 2010 - August 2010
Northwestern University March 2009 - June 2010
Windermere Real Estate July 2009 - August 2009
Education
Northwestern University 2008 — 2012
BS, Applied Mathematics, Kellogg Certificate in Financial Economics
Pegasus Capital Advisors August 2013 - Present
Citi June 2012 - August 2013
Sircle Advertising, Inc. September 2011 - March 2012
Citi May 2011 - August 2011
PNC Capital Markets June 2010 - August 2010
Northwestern University March 2009 - June 2010
Windermere Real Estate July 2009 - August 2009
Education
Northwestern University 2008 — 2012
BS, Applied Mathematics, Kellogg Certificate in Financial Economics
Stephen Erskine's PNC Capital Markets Experience January 2014 - Present
Job Associate PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets January 2014 - Present
PNC Energy Capital LLC 2011 - January 2014
Skills
Accounting, Finance, Loans, Sales, Cash Flow, Project Finance, Equities, Banking, Financial Modeling, Analysis, Corporate Finance, Credit, Credit Analysis, Risk Management, Portfolio Management
Education
Duquesne University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 2006 — 2010
Bachelor's of Science, Finance
PNC Capital Markets January 2014 - Present
PNC Energy Capital LLC 2011 - January 2014
Skills
Accounting, Finance, Loans, Sales, Cash Flow, Project Finance, Equities, Banking, Financial Modeling, Analysis, Corporate Finance, Credit, Credit Analysis, Risk Management, Portfolio Management
Education
Duquesne University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Duquesne University 2006 — 2010
Bachelor's of Science, Finance
Tina Hwang's PNC Capital Markets Experience May 1998 - Present
Job at PNC Capital Markets
Industry Financial Services
Experience
PNC May 1998 - Present
PNC Capital Markets May 1998 - Present
CoreStates Bank May 1996 - May 1998
Barclays Global Capital 1989 - May 1996
Marine Midland Bank 1988 - 1989
Prudential-Bache Securites 1987 - 1988
Skills
Capital Markets, Banking, FX Options, Investments, Hedging, Derivatives, Options, Series 7, Fixed Income, Valuation, Asset Managment, Securities, Currency, Credit, Risk Management, Equities, Bloomberg, Alternative Investments
Education
Dickinson College 1983 — 1987
BA, Econcomics, East Asian Studies
PNC May 1998 - Present
PNC Capital Markets May 1998 - Present
CoreStates Bank May 1996 - May 1998
Barclays Global Capital 1989 - May 1996
Marine Midland Bank 1988 - 1989
Prudential-Bache Securites 1987 - 1988
Skills
Capital Markets, Banking, FX Options, Investments, Hedging, Derivatives, Options, Series 7, Fixed Income, Valuation, Asset Managment, Securities, Currency, Credit, Risk Management, Equities, Bloomberg, Alternative Investments
Education
Dickinson College 1983 — 1987
BA, Econcomics, East Asian Studies
Jonathan Pavlik's PNC Capital Markets Experience August 1998 - October 2004
Job VP, Portfolio Manager at Stewart Capital LLC
Industry Investment Management
Experience
Stewart Capital Advisors, LLC (subsidiary of S&T Bank) May 2006 - Present
PNC Capital Markets August 1998 - October 2004
Federated Investors, Inc. June 1997 - August 1998
Skills
Series 7, Series 63, Bloomberg Terminal, Portfolio Management, Asset Allocation, Investments, Fixed Income, Equities, Mutual Funds, Financial Markets, Investment Banking, Economics, Credit Analysis, Banking, DCF, Strategy, Alternative Investments, Investment Management, Investment Strategies, Wealth Management, Series 65
Education
Saint Vincent College 1993 — 1997
B.S., Accounting/Finance
Stewart Capital Advisors, LLC (subsidiary of S&T Bank) May 2006 - Present
PNC Capital Markets August 1998 - October 2004
Federated Investors, Inc. June 1997 - August 1998
Skills
Series 7, Series 63, Bloomberg Terminal, Portfolio Management, Asset Allocation, Investments, Fixed Income, Equities, Mutual Funds, Financial Markets, Investment Banking, Economics, Credit Analysis, Banking, DCF, Strategy, Alternative Investments, Investment Management, Investment Strategies, Wealth Management, Series 65
Education
Saint Vincent College 1993 — 1997
B.S., Accounting/Finance
John Baity Jr.'s PNC Capital Markets Experience June 2007 - Present
Job Managing Director at PNC Capital Markets
Industry Banking
Experience
PNC Capital Markets June 2007 - Present
FHLB Boston 2000 - 2007
Marsh McLennan - MMC Bancorp November 1999 - November 2000
Sun Life Financial - New London Trust April 1998 - October 1999
Community Bankshares December 1996 - December 1997
Bank of Ireland - First NH Bank May 1995 - April 1996
Chemical Banking Corporation - Chemical Bank New Jersey, Princeton Bank and Trust May 1990 - May 1995
Chemical Banking Corporation July 1985 - May 1990
PepsiCo June 1984 - August 1984
General Electric Company November 1979 - August 1983
Skills
Portfolio Management, Banking, Mergers, Executive Management, Capital Markets, Financial Analysis, Financial Modeling, Sales Management, New Business Development, Strategic Planning, Business Development, Management, Finance, Investments, Corporate Finance, Mergers & Acquisitions
Education
Wharton Business School 1983 — 1985
MBA, Finance
Stanford University 1978 — 1979
MS, Industrial Engineering
Stanford University 1974 — 1978
BA, Economics
PNC Capital Markets June 2007 - Present
FHLB Boston 2000 - 2007
Marsh McLennan - MMC Bancorp November 1999 - November 2000
Sun Life Financial - New London Trust April 1998 - October 1999
Community Bankshares December 1996 - December 1997
Bank of Ireland - First NH Bank May 1995 - April 1996
Chemical Banking Corporation - Chemical Bank New Jersey, Princeton Bank and Trust May 1990 - May 1995
Chemical Banking Corporation July 1985 - May 1990
PepsiCo June 1984 - August 1984
General Electric Company November 1979 - August 1983
Skills
Portfolio Management, Banking, Mergers, Executive Management, Capital Markets, Financial Analysis, Financial Modeling, Sales Management, New Business Development, Strategic Planning, Business Development, Management, Finance, Investments, Corporate Finance, Mergers & Acquisitions
Education
Wharton Business School 1983 — 1985
MBA, Finance
Stanford University 1978 — 1979
MS, Industrial Engineering
Stanford University 1974 — 1978
BA, Economics
Donna Brozda's PNC Capital Markets Experience 1991 - 2001
Job Accountant at Circadiance
Industry Hospital & Health Care
Experience
Circadiance October 2010 - Present
PNC Capital Markets 1991 - 2001
PNCBANK 1988 - 1991
Skills
Process Improvement, Medical Devices, Software Documentation, Team Building, Healthcare, Hospitals, Customer Service, Account Management, Management
Education
Robert Morris University
Bachelor of Business Administration (B.B.A.)
Circadiance October 2010 - Present
PNC Capital Markets 1991 - 2001
PNCBANK 1988 - 1991
Skills
Process Improvement, Medical Devices, Software Documentation, Team Building, Healthcare, Hospitals, Customer Service, Account Management, Management
Education
Robert Morris University
Bachelor of Business Administration (B.B.A.)
John Whitney's PNC Capital Markets Experience June 2013 - October 2014
Job Investment Banking Analyst Alternative Energy at Citi
Industry Investment Banking
Experience
Citi October 2014 - Present
PNC Capital Markets June 2013 - October 2014
The Daily Collegian April 2011 - April 2013
PNC June 2012 - August 2012
Shell Oil Company June 2011 - August 2011
Skills
Series 7, Series 63, Securitization, Investment Banking, Bloomberg, Financial Modeling, Finance, Series 79, Economics, Capital Markets, Equities, Valuation, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General, Graduate
Citi October 2014 - Present
PNC Capital Markets June 2013 - October 2014
The Daily Collegian April 2011 - April 2013
PNC June 2012 - August 2012
Shell Oil Company June 2011 - August 2011
Skills
Series 7, Series 63, Securitization, Investment Banking, Bloomberg, Financial Modeling, Finance, Series 79, Economics, Capital Markets, Equities, Valuation, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General, Graduate
Jay Tabaniag's PNC Capital Markets Experience June 2013 - August 2013
Job Business Analyst at Capital One
Industry Banking
Experience
Capital One July 2014 - Present
PNC Capital Markets June 2013 - August 2013
Princeton Review June 2012 - August 2012
Mencius Education June 2012 - August 2012
Skills
Data Analysis, SQL, SAS, Tableau, Business Statistics, Microsoft Office, Financial Analysis, Valuation, Leadership
Education
Georgetown University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Capital One July 2014 - Present
PNC Capital Markets June 2013 - August 2013
Princeton Review June 2012 - August 2012
Mencius Education June 2012 - August 2012
Skills
Data Analysis, SQL, SAS, Tableau, Business Statistics, Microsoft Office, Financial Analysis, Valuation, Leadership
Education
Georgetown University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Elinor Avigad's PNC Capital Markets Experience 2000 - 2002
Job Accountant at Lally & Co., LLC.
Industry Financial Services
Experience
Lally & Co., LLC. April 2013 - Present
PNC Capital Markets 2000 - 2002
PNC Capital Markets 1998 - 2000
PNC Capital Markets 1997 - 1998
Centre Reinsurance Company 1993 - 1996
Financial Security Assurance 1990 - 1993
Ernst & Young 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (BS), Accounting and Finance, A
Lally & Co., LLC. April 2013 - Present
PNC Capital Markets 2000 - 2002
PNC Capital Markets 1998 - 2000
PNC Capital Markets 1997 - 1998
Centre Reinsurance Company 1993 - 1996
Financial Security Assurance 1990 - 1993
Ernst & Young 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (BS), Accounting and Finance, A
Bill Spellman's PNC Capital Markets Experience 1994 - 2014
Job Managing Director at n/a
Industry Financial Services
Experience
n/a June 1994 - Present
PNC Capital Markets 1994 - 2014
NatCity Investments June 1994 - October 2008
McDonald & Co Securities 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Outlook, Windows, Teaching, Public Speaking, Project Management, Strategic Planning
Education
Butler University 1997 — 2000
Master of Business Administration (MBA), Urban Education and Leadership
Brooklyn Prep 1961 — 1965
General Education
n/a June 1994 - Present
PNC Capital Markets 1994 - 2014
NatCity Investments June 1994 - October 2008
McDonald & Co Securities 1988 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Outlook, Windows, Teaching, Public Speaking, Project Management, Strategic Planning
Education
Butler University 1997 — 2000
Master of Business Administration (MBA), Urban Education and Leadership
Brooklyn Prep 1961 — 1965
General Education
ALBERT RUTHERFORD's PNC Capital Markets Experience October 2004 - Present
Job MANAGING DIRECTOR at PNC CAPITAL MARKETS
Industry Financial Services
Experience
PNC CAPITAL MARKETS October 2004 - Present
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA), Finance, General
PNC CAPITAL MARKETS October 2004 - Present
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA), Finance, General
Michael Jeffcoats's PNC Capital Markets Experience June 2014 - Present
Job Investment Banking Analyst at PNC
Industry Financial Services
Experience
PNC Capital Markets June 2014 - Present
Carnegie Mellon Tepper School of Business May 2012 - May 2014
Idea Foundry April 2013 - October 2013
Education
Carnegie Mellon University 2010 — 2014
Bachelor’s Degree, Business Administration - Finance
PNC Capital Markets June 2014 - Present
Carnegie Mellon Tepper School of Business May 2012 - May 2014
Idea Foundry April 2013 - October 2013
Education
Carnegie Mellon University 2010 — 2014
Bachelor’s Degree, Business Administration - Finance
Bo Daniels's PNC Capital Markets Experience January 2014 - Present
Job Managing Director at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism
PNC Capital Markets January 2014 - Present
PNC 2013 - 2015
Morgan Stanley 2009 - 2013
Loop Capital Markets 2003 - 2009
Goldman Sachs 1989 - 2003
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Management
Education
University of Pennsylvania - The Wharton School (CA) 1987 — 1989
Master of Business Administration (MBA)
University of Southern California 1979 — 1983
AB Journalism