PNC Institutional Investments
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PNC Institutional Investments Employees
PNC Institutional Investments June 1995 - Present
Skills
Investments, Asset Managment, Non-profits, Nonprofits, Asset Management, Investment Strategies, Portfolio Management, Management, Banking, Financial Analysis, Strategic Planning, Equities, Leadership, Wealth Management
Education
The University of Akron
University of Akron
Bachelor's degree, Finance
Cincinnati State Foundation January 2011 - Present
PNC Institutional Investments February 2010 - August 2012
Asset Management August 2003 - February 2010
Fund Evaluation Group April 1998 - July 2003
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Institutional Investors, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Due Diligence, Wealth Management, Strategic Planning, Fixed Income, Mutual Funds, Securities, Treasury Management, Private Equity, Equities, Series 7, Institutional..., High Net Worth..., Asset Management
Education
University of Cincinnati College of Law 1994 — 1997
Juris Doctor, Law
Thomas More College 1991 — 1994
BA, Economics
UBS Financial Services, Inc. May 2015 - Present
University of South Carolina Beaufort January 2015 - Present
PNC Institutional Investments February 2010 - September 2014
Boyd Watterson Asset Management August 2003 - March 2010
Oppenheimer Funds Inc. April 2000 - November 2002
Education
Wittenberg University 1975 — 1979
B.A., Double major: Business Administration/Economics
Cleveland State University 1984 — 1987
M.A. Economics, Economics
PNC Institutional Investments September 2013 - Present
Ernst & Young January 2007 - September 2013
Ernst & Young September 2005 - January 2007
Skills
Auditing, Financial Statements, Assurance, Employee Benefits, Management, Financial Analysis, Accounting, Financial Reporting, Internal Controls
Education
University of Virginia 2005 — 2006
M.S. - Accounting, Accounting
Marshall University 2000 — 2004
B.S. Finance, Finance
The Navigators Group, Inc. June 2015 - Present
Northwestern Mutual June 2014 - June 2015
Gettysburg College September 2014 - May 2015
Student Athlete Advisory Committee September 2014 - May 2015
Student Athlete Advisory Committee September 2013 - May 2015
Gettysburg College January 2014 - May 2014
PNC Institutional Investments January 2014 - January 2014
UPS December 2012 - January 2014
YMCA June 2010 - August 2013
Aetna June 2012 - June 2012
Skills
Marketing, Management, Teamwork, Leadership, Team Leadership, People Skills, Public Speaking, Networking, Insurance, Personal Financial..., Financial Planning, Microsoft Office
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Organizational Management Studies/Business, Senior
Robbinsville High School 2007 — 2011
PNC Capital Advisors July 2014 - Present
PNC Capital Advisors August 2013 - July 2014
PNC Institutional Investments September 2009 - August 2013
Allegiant Asset Management May 2008 - October 2009
Fifth Third Bank October 2002 - May 2008
H&R Block Financial Advisors September 1993 - September 2001
Olde Discount stockbrokers (HRBFA) 1993 - 2001
Skills
Portfolio Management, Investments, Securities, Equities, Series 7, Asset Allocation, Fixed Income, Hedge Funds, Derivatives, Banking
Education
Auburn University 1988 — 1992
B.S., Finance
PNC Wealth Management July 2010 - Present
PNC Institutional Investments July 2005 - June 2010
INVESCO-NAM May 2002 - June 2005
Fund Evaluation Group April 1998 - May 2002
Fifth Third Bank March 1997 - April 1998
United States Air Force August 1988 - March 1997
Education
United States Air Force Academy 1983 — 1988
BS, Civil Engineering
Xavier University 1993 — 1995
MBA, Finance
Longwood Lyman High school
PNC Institutional Asset Management March 2015 - Present
PNC Capital Advisors, LLC March 2015 - Present
PNC Capital Advisors LLC April 2012 - Present
PNC Institutional Investments November 2010 - Present
PNC Institutional Investments October 2007 - November 2010
PNC Institutional Investments April 2006 - October 2007
Sandy Spring Bank December 2003 - April 2006
Legg Mason October 1997 - June 2003
Skills
Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Investment Management, Retirement Planning, Retirement, Financial Advisory, Defined Benefit, Finance, Due Diligence, Institutional..., Endowments, Defined Contribution
Education
Roanoke College 1991 — 1994
Bachelor of Arts
BMO Private Banking March 2015 - Present
Northern Trust May 2013 - March 2015
PNC Institutional Investments July 2012 - May 2013
BMO Harris Bank July 2004 - March 2012
BMO Harris Bank October 2002 - July 2004
BMO Harris Bank April 2001 - October 2002
Northern Trust March 1998 - April 2001
Skills
Written & Oral..., Portfolio Management, Asset Allocation, Wealth Management, Investments, Asset Managment, Investment Management, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Alternative Investments, Relationship Management, Risk Management, Asset Management, Due Diligence, Financial Services, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
BBA, Finance
PNC Wealth Management February 2014 - Present
PNC Institutional Investments January 2012 - January 2014
PNC Wealth Management May 2004 - January 2012
The Ayco Company, L.P., a Goldman Sachs Company September 2000 - May 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Asset Management, Banking, Investment Advisory, Investment Management, Mutual Funds, Securities, Investment Strategies, Equities, Financial Analysis
Education
Gustavus Adolphus College 1987 — 1991
Bachelor of Arts (BA), Economics
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
PNC Capital Advisors February 2012 - Present
PNC Institutional Investments February 2012 - Present
Education
The American College 1988 — 1992
Certified Financial Planner, Chartered Financial Consultant, Charter Life Underwriter
The University of Akron 1981 — 1985
Bachelor of Science in Business Administration/Finance
Intrapromote March 2012 - Present
Intrapromote December 2009 - March 2012
PNC Institutional Investments November 2008 - December 2009
Adecco May 2007 - October 2008
Momentum Christian Church September 2005 - October 2008
Ford Motor Company June 2004 - May 2005
Ford Motor Company February 2003 - June 2004
Ford Motor Company December 2001 - February 2003
Ford Motor Company June 2001 - December 2001
Purdue University August 2000 - May 2001
Skills
Social Media Marketing, Market Analysis, CRM, Sales, Financial Analysis, Social Media Consulting, Social Media, Digital Marketing, Customer Satisfaction, Marketing, Marketing Communications, Advertising, Online Marketing, Google Analytics, SEO, Leadership, Web Analytics, SEM, Facebook, Social Networking
Education
Purdue University 1999 — 2001
MBA, eCommerce
Western Illinois University 1990 — 1994
BA, Music Merchandising
Prairie Central
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fifth Third Bank September 2015 - Present
PNC Institutional Investments June 2011 - December 2014
PNC Advisors September 2006 - June 2011
JP Morgan 1996 - 2006
Education
Baldwin-Wallace College 1995 — 1996
MBA
Mount Union College 1989 — 1992
BS, Psychology
PNC Institutional Investments April 2014 - Present
Alerus Retirement Solutions February 2012 - November 2013
PensionTrend Investment Advisers, L.L.C January 2002 - February 2012
PensionTrend, Inc.
Skills
Mutual Funds, Investments, Defined Benefit, ERISA, New Business Development, Securities, Qualified Retirement..., Profit Sharing, Financial Services, 401k, Business Development, Strategic Planning, Financial Analysis, Retirement Plan..., Asset Allocation, Management, Mergers & Acquisitions, Series 63, Retirement, Retirement Planning, Strategic Financial..., Series 7, Mergers
Education
Michigan State University 1985 — 1990
Bachelor of Arts, Marketing
Portage Northern High School 1982 — 1985
High School diploma, College preparatory
PNC Institutional Investments December 2012 - Present
PNC Capital Advisors, LLC January 2008 - December 2012
National City Bank September 2000 - January 2008
Cleveland Clinic 1997 - 2000
Skills
Mutual Funds, Financial Services, Leadership, Retirement Planning, Fund Administration, Fund Accounting, Management, Retirement, Portfolio Management, Asset Management, Fixed Income
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2006
Master of Business Administration (MBA), Finance and Financial Management Services
Baldwin-Wallace College 1991 — 1997
Bachelor of Arts (B.A.), Economics
PNC Institutional Investments January 2007 - Present
Allegiant Asset Management Group/National City Bank January 2007 - December 2008
ADP January 2006 - January 2007
Manning & Napier Advisors June 2002 - January 2006
ADP May 1996 - June 2002
Skills
401k, Investment Management, Asset Management, Retirement, Portfolio Management, Mutual Funds, Asset Allocation, Series 63, Investments, Investment Advisory, Institutional..., Alternative Investments, Investment Strategies, Wealth Management, Series 6
Education
Indiana University of Pennsylvania 1991 — 1992
Masters, Industrial Labor Relations
Indiana University of Pennsylvania 1986 — 1991
B.S., Human Resources Mgt, Minor Economics
Leadership Pittsburgh
The Goodyear Tire & Rubber Company November 2013 - Present
PNC Institutional Investments June 2008 - November 2013
National City Bank June 2007 - July 2008
JPMorgan Chase May 2006 - June 2007
Skills
Asset Allocation, Portfolio Management, Investments, Asset Management, Business Strategy, Wealth Management, Mutual Funds, Business Planning, Strategic Financial..., Alternative Investments, Financial Modeling, Investment Advisory, Investment Management, Securities, Investment Strategies, Financial Analysis, Finance, Financial Planning
Education
Kent State University 2011 — 2014
Master of Business Administration (M.B.A.), International Business
Kent State University 2000 — 2004
Bachelor of Arts (BA), Finance
FirstMerit Bank November 2013 - Present
PNC March 2010 - October 2013
PNC Institutional Investments 2006 - March 2010
Skills
Financial Analysis, Financial Modeling, Banking, Asset Management, Strategic Financial..., Strategy, Asset Allocation, Finance
Education
The Ohio State University 2000 — 2002
MBA, Finance
PNC INSTITUTIONAL INVESTMENTS May 2011 - Present
National City Bank April 2005 - May 2011
PNC Financial Services Group 2005 - May 2011
National City Bank March 1998 - April 2005
National City Bank May 1992 - March 1998
Skills
Financial Analysis, Risk Management, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Financial Modeling, Auditing, Accounting, Bonds, Portfolio Management, Enterprise Risk..., Strategic Financial..., Mutual Funds
Education
Cleveland State University 1981 — 1986
BBA, Finance
PNC Institutional Investments February 2004 - Present
Northern Trust Company 1986 - 2003
Skills
Accounting, Investments, Program Management, Asset Allocation
Education
Roosevelt University
Paralegal Program
Shimer College
BA
F.N.B. Corporation May 2015 - Present
PNC Institutional Investments September 2009 - May 2015
National City/ Allegiant Asset Mgmt 1997 - 2008
Skills
Portfolio Management, Asset Allocation, 401k, Series 7, ERISA, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Series 63, Financial Analysis, Retirement Planning, Banking, Investment Management, Investments, Investment Strategies, Securities, Relationship Management, Financial Services, Equities, Fixed Income, Finance
Education
Robert Morris University 1987 — 1991
BS, Finance
PNC Institutional Asset Management February 2015 - Present
PNC Institutional Investments May 2012 - February 2015
PNC June 1999 - June 2012
Federated Investors 1992 - 1999
Education
Robert Morris University 1990 — 1992
MBA, Business Administration and Management, General
University of Pittsburgh 1984 — 1990
Bachelor's degree, Literature
Highmark Inc. September 2014 - Present
PNC Institutional Investments 2010 - September 2014
Skills
Banking, Relationship Management, Financial Services, Data Analysis, Microsoft Excel, Strategic Planning
Education
Robert Morris University 2011 — 2014
Master of Business Administration (MBA), 3.96
University of Pittsburgh 1997 — 2001
Bachelor of Science (BS), Mathematics
University of Pittsburgh 1997 — 2001
Bachelor of Arts (B.A.), Philosophy
PNC Institutional Investments 2013 - Present
Education
Bellarmine University
Bachelor of Business Administration (B.B.A.)
PNC Retirement Solutions July 2015 - Present
PNC Wealth Management December 2009 - June 2015
PNC Institutional Investments August 2005 - December 2009
Skills
Relationship Management, Product Management, Business Development, Cross-functional Team..., Project Management, Contract Negotiation, Vendor Management, Mutual Funds, Stable Value, Defined Contribution
Education
Duquesne University 1994 — 1998
B.S. Business Administration