PNC Investments
Industry: Bank holding company
DescriptionPNC Financial Services Group, Inc. is a bank holding company and financial services corporation based in Pittsburgh. Its bank operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs. Customer service: 00 1 412-803-7711 Headquarters: Pittsburgh, Pennsylvania, United States Founded: 10 April 1845 Revenue: 16.33 billion USD (2017) Subsidiaries: Harris Williams & Co., Did you know: PNC Financial Services is the eighth-largest bank in the US by total assets ($380 B). wikipedia.org
PNC Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PNC Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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631 PNC Investments employees in database. Find out everything there's to know about PNC Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PNC Investments Employees
Employee
Years
Job
Industry
William Bonati William Bonati's PNC Investments Experience May 2012 - May 2013
Job Founder of Infinity Asset Ventures LLC/Acquisition and Management of Distressed Mortgage Notes
Industry Real Estate
Experience
Infinity Asset Ventures LLC November 2014 - Present
Glass Door Homes LLC May 2014 - Present
PNC Investments May 2012 - May 2013
Chase Investment Services June 2010 - April 2012
Wells Fargo February 2007 - January 2010
Skills
Series 7, Portfolio Management, Mutual Funds, Investments, Fixed Annuities, Asset Management, Finance, Credit, Retirement Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Investor, Real Estate Financing, Wholesale Real Estate, Rehabbing, Landlord/Tenant Matters, Investment Properties, Property Management, Income Properties, Asset Based Lending, SEO, Financial Planning, Mortgage Lending, Management, Leadership, Loans
Education
Colorado State University 2001 — 2005
Finance, Finance & Real Estate
Infinity Asset Ventures LLC November 2014 - Present
Glass Door Homes LLC May 2014 - Present
PNC Investments May 2012 - May 2013
Chase Investment Services June 2010 - April 2012
Wells Fargo February 2007 - January 2010
Skills
Series 7, Portfolio Management, Mutual Funds, Investments, Fixed Annuities, Asset Management, Finance, Credit, Retirement Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Investor, Real Estate Financing, Wholesale Real Estate, Rehabbing, Landlord/Tenant Matters, Investment Properties, Property Management, Income Properties, Asset Based Lending, SEO, Financial Planning, Mortgage Lending, Management, Leadership, Loans
Education
Colorado State University 2001 — 2005
Finance, Finance & Real Estate
Kevin Farrell, AAMS Kevin Farrell, AAMS's PNC Investments Experience August 2003 - November 2013
Job Financial Advisor, Managing Director Compass Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
PNC Investments August 2003 - November 2013
Skills
Management, Public Speaking, Investments, Finance, Customer Service, Marketing, Strategic Planning, Retirement Planning, Leadership, Wealth Management, Series 7, Insurance, Mutual Funds, Microsoft Office, Marketing Strategy, Financial Services, Asset Allocation
Education
College for Financial Planning 1992 — 1995
Asset management
Ameriprise Financial Services, Inc. November 2013 - Present
PNC Investments August 2003 - November 2013
Skills
Management, Public Speaking, Investments, Finance, Customer Service, Marketing, Strategic Planning, Retirement Planning, Leadership, Wealth Management, Series 7, Insurance, Mutual Funds, Microsoft Office, Marketing Strategy, Financial Services, Asset Allocation
Education
College for Financial Planning 1992 — 1995
Asset management
Ryan Womeldorf Ryan Womeldorf's PNC Investments Experience May 2008 - Present
Job Editor at MileHighSticking.com
Industry Writing and Editing
Experience
FanSided.com July 2013 - Present
The Farm Club November 2012 - Present
PNC Investments May 2008 - Present
Skills
Blogging, SEO, Copywriting, WordPress, Editing, Web Design, Creative Writing, Web Content
Education
Cuyahoga Community College 2010 — 2011
Interactive Media
FanSided.com July 2013 - Present
The Farm Club November 2012 - Present
PNC Investments May 2008 - Present
Skills
Blogging, SEO, Copywriting, WordPress, Editing, Web Design, Creative Writing, Web Content
Education
Cuyahoga Community College 2010 — 2011
Interactive Media
Amy Gorno AIF® Amy Gorno AIF®'s PNC Investments Experience August 2013 - January 2015
Job Internal Sales Consultant at PNC Capital Advisors, LLC
Industry Marketing and Advertising
Experience
PNC Capital Advisors, LLC January 2015 - Present
PNC Investments August 2013 - January 2015
http://www.innisfreema.com/innisfree/Innisfree/ April 2013 - August 2013
Screen Writing & Marketing December 2011 - July 2013
Hawaii Opera Theatre October 2011 - September 2012
Morgan Stanley Smith Barney April 2011 - December 2011
Friends of The Library of Hawai'i April 2010 - July 2011
K&W Trading July 2010 - February 2011
Whiteco Residential/Dominion Town Center March 2007 - December 2007
Chicco February 2006 - May 2006
Education
Alvernia University 2001 — 2004
Bachelors of Arts, Business Marketing
PNC Capital Advisors, LLC January 2015 - Present
PNC Investments August 2013 - January 2015
http://www.innisfreema.com/innisfree/Innisfree/ April 2013 - August 2013
Screen Writing & Marketing December 2011 - July 2013
Hawaii Opera Theatre October 2011 - September 2012
Morgan Stanley Smith Barney April 2011 - December 2011
Friends of The Library of Hawai'i April 2010 - July 2011
K&W Trading July 2010 - February 2011
Whiteco Residential/Dominion Town Center March 2007 - December 2007
Chicco February 2006 - May 2006
Education
Alvernia University 2001 — 2004
Bachelors of Arts, Business Marketing
Brendan Schuler Brendan Schuler's PNC Investments Experience December 2013 - September 2014
Job Senior Analyst Specialty Loan Accounting & Analysis at PNC
Industry Financial Services
Experience
PNC September 2014 - Present
PNC Investments December 2013 - September 2014
PNC Investments July 2012 - December 2013
PNC Investments June 2011 - July 2012
Safeguard Properties April 2009 - June 2011
Skills
Customer Service, Management, Finance, Microsoft Excel, Financial Services, Financial Analysis, Analysis, Securities, Investments, Leadership, Microsoft Office
Education
Baldwin-Wallace College 2004 — 2008
Bachelor of Arts, Accounting
Fairview Park High School 2000 — 2004
High School, General Studies
PNC September 2014 - Present
PNC Investments December 2013 - September 2014
PNC Investments July 2012 - December 2013
PNC Investments June 2011 - July 2012
Safeguard Properties April 2009 - June 2011
Skills
Customer Service, Management, Finance, Microsoft Excel, Financial Services, Financial Analysis, Analysis, Securities, Investments, Leadership, Microsoft Office
Education
Baldwin-Wallace College 2004 — 2008
Bachelor of Arts, Accounting
Fairview Park High School 2000 — 2004
High School, General Studies
David Mancuso's PNC Investments Experience January 2011 - April 2012
Job Surveillance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
PNC Bank April 2012 - January 2014
PNC Investments January 2011 - April 2012
BNY Mellon, Corporate Trust August 2010 - January 2011
Chez Cirque Dueling Pianos and More December 2009 - June 2010
Michael Murphy's Dueling Piano Bar June 2009 - December 2009
Entertainment Concepts Investors, Inc September 2008 - May 2009
Wells Fargo Bank September 2007 - August 2008
M&T Bank November 2005 - September 2007
Edward Jones October 2003 - November 2005
Skills
Strategic Financial..., Training, Nonprofits, 401k, Finance, Investments, Project Management, Retirement, Superior Client Service, Securities, Risk Management, Sales
Education
Allegheny College 1998 — 2002
Bachelor of Science, Mathematics
LPL Financial January 2014 - Present
PNC Bank April 2012 - January 2014
PNC Investments January 2011 - April 2012
BNY Mellon, Corporate Trust August 2010 - January 2011
Chez Cirque Dueling Pianos and More December 2009 - June 2010
Michael Murphy's Dueling Piano Bar June 2009 - December 2009
Entertainment Concepts Investors, Inc September 2008 - May 2009
Wells Fargo Bank September 2007 - August 2008
M&T Bank November 2005 - September 2007
Edward Jones October 2003 - November 2005
Skills
Strategic Financial..., Training, Nonprofits, 401k, Finance, Investments, Project Management, Retirement, Superior Client Service, Securities, Risk Management, Sales
Education
Allegheny College 1998 — 2002
Bachelor of Science, Mathematics
Elsie Brown-Williams Elsie Brown-Williams's PNC Investments Experience September 2007 - Present
Job Client Relationship Rep PNC Bank
Industry Financial Services
Experience
PNC Investments September 2007 - Present
Mercantile Safe Deposit & Trust August 1990 - September 2007
Baltimore Federal Financial June 1986 - July 1990
Skills
Financial Services, Customer Service..., Notary Public, PowerPoint, Highly detail oriented, Communication
Education
American InterContinental University 2005 — 2006
incomplete, Business Administration and Management, General
Walbrook Senior High 1980 — 1983
Diploma, Business/Managerial Economics
PNC Investments September 2007 - Present
Mercantile Safe Deposit & Trust August 1990 - September 2007
Baltimore Federal Financial June 1986 - July 1990
Skills
Financial Services, Customer Service..., Notary Public, PowerPoint, Highly detail oriented, Communication
Education
American InterContinental University 2005 — 2006
incomplete, Business Administration and Management, General
Walbrook Senior High 1980 — 1983
Diploma, Business/Managerial Economics
Joshua Norman's PNC Investments Experience 2004 - 2005
Job Senior Analyst at Saibus Research
Industry Investment Management
Experience
Saibus Research 2011 - Present
Bentley University Hughey Center for Financial Services 2011 - 2012
Bank of America Corp. 2006 - 2009
PNC Investments 2004 - 2005
Dryden Advisory Group 2003 - 2004
Skills
Equities, Derivatives, Fixed Income, Microsoft Office, Bonds, FX, Customer Relations, Outlook, Securities, Bloomberg, Customer Service, Credit, Research, Structured Products, Valuation, Analysis, Investments, Portfolio Management, Financial Modeling, Financial Markets, Finance, Due Diligence, Spreadsheets, Microsoft Excel, Corporate Finance, Statistics, Pricing Strategy, Marketing Communications, Foreign Exchange, Value Investing, Financial Reporting, Performance Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2011
Masters of Business Administration, Finance
Bentley University 2001 — 2003
Bachelors of Science, Corporate Finance & Accounting
Saibus Research 2011 - Present
Bentley University Hughey Center for Financial Services 2011 - 2012
Bank of America Corp. 2006 - 2009
PNC Investments 2004 - 2005
Dryden Advisory Group 2003 - 2004
Skills
Equities, Derivatives, Fixed Income, Microsoft Office, Bonds, FX, Customer Relations, Outlook, Securities, Bloomberg, Customer Service, Credit, Research, Structured Products, Valuation, Analysis, Investments, Portfolio Management, Financial Modeling, Financial Markets, Finance, Due Diligence, Spreadsheets, Microsoft Excel, Corporate Finance, Statistics, Pricing Strategy, Marketing Communications, Foreign Exchange, Value Investing, Financial Reporting, Performance Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2011
Masters of Business Administration, Finance
Bentley University 2001 — 2003
Bachelors of Science, Corporate Finance & Accounting
Eric Proszek Eric Proszek's PNC Investments Experience April 2013 - August 2015
Job AVP, Internal Sales Consultant at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
PNC Capital Advisors August 2015 - Present
PNC Investments April 2013 - August 2015
Northcoast Research April 2011 - April 2013
American Portfolios May 2010 - January 2011
Education
Baldwin-Wallace College 2008 — 2012
BA, Finance
Michelle Green-Dacres Michelle Green-Dacres's PNC Investments Experience June 2001 - Present
Job Product Management Director Retirement & Wealth Solutions at USAA
Industry Financial Services
Experience
USAA February 2014 - Present
PNC Investments June 2001 - Present
NCA Financial Planners June 2000 - June 2001
Progressive Insurance January 1997 - May 2000
Skills
Annuities, Fixed Annuities, Insurance, Investments, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Mergers & Acquisitions, Series 63, Retirement, Mortgage Lending, Series 7
Education
David N. Myers University 1992 — 1997
BA, Business Administration
USAA February 2014 - Present
PNC Investments June 2001 - Present
NCA Financial Planners June 2000 - June 2001
Progressive Insurance January 1997 - May 2000
Skills
Annuities, Fixed Annuities, Insurance, Investments, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Mergers & Acquisitions, Series 63, Retirement, Mortgage Lending, Series 7
Education
David N. Myers University 1992 — 1997
BA, Business Administration
Natalie Michelle Schmid Natalie Michelle Schmid's PNC Investments Experience June 2009 - Present
Job Financial Advisor, Assistant Vice President; Wealth Management Partner
Industry Financial Services
Experience
PNC Investments June 2009 - Present
Morgan Stanley Smith Barney September 2007 - May 2009
Education
Brown University 2002 — 2006
Blair Academy
Ridgewood High School
PNC Investments June 2009 - Present
Morgan Stanley Smith Barney September 2007 - May 2009
Education
Brown University 2002 — 2006
Blair Academy
Ridgewood High School
Barbara Pielin Barbara Pielin's PNC Investments Experience
Job Senior Quality Assurance Business Analyst at PNC
Industry Financial Services
Experience
PNC Investments
Skills
Quality Assurance, Business Analysis, Quality Center, Banking, Visio, SDLC, Requirements Analysis, User Acceptance Testing, Software Documentation, Business Requirements, SharePoint, Risk Management, Test Planning, Test Cases, Testing, QTP
Education
California University of Pennsylvania
PNC Investments
Skills
Quality Assurance, Business Analysis, Quality Center, Banking, Visio, SDLC, Requirements Analysis, User Acceptance Testing, Software Documentation, Business Requirements, SharePoint, Risk Management, Test Planning, Test Cases, Testing, QTP
Education
California University of Pennsylvania
Harold Beshaw, CFP®, ChFC®, CASL® Harold Beshaw, CFP®, ChFC®, CASL®'s PNC Investments Experience 2000 - 2005
Job Financial Advisor with 19+ years of experience.
Industry Financial Services
Experience
Director of Wealth Management and Planning at Rotz & Stonesifer Financial Services August 2012 - Present
Sovereign Bank July 2011 - August 2012
Graystone Bank August 2010 - June 2011
M&T Bank March 2005 - July 2010
PNC Investments 2000 - 2005
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Estate Planning, Portfolio Management, Investments, 401k, Retirement, Defined Contribution, Defined Benefit, Deferred Compensation, Non-Qualified Deferred..., Brokerage, Insurance, Gifting Strategies, Sales Management, Financial Advisory, Wealth Management, Finance, Securities, FINRA, Mutual Funds
Education
The American College 2010 — 2012
Chartered Financial Consultant®, Financial Planning and Services
The American College 2006 — 2008
Chartered Advisor for Senior Living®, Financial Planning and Services
Certified Financial Planner Board of Standards 2002 — 2005
CFP® - Certified Financial Planner™, Financial Planning
Cedarville University 1990 — 1995
Bachelor of Science, Finance, Accounting
Director of Wealth Management and Planning at Rotz & Stonesifer Financial Services August 2012 - Present
Sovereign Bank July 2011 - August 2012
Graystone Bank August 2010 - June 2011
M&T Bank March 2005 - July 2010
PNC Investments 2000 - 2005
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Estate Planning, Portfolio Management, Investments, 401k, Retirement, Defined Contribution, Defined Benefit, Deferred Compensation, Non-Qualified Deferred..., Brokerage, Insurance, Gifting Strategies, Sales Management, Financial Advisory, Wealth Management, Finance, Securities, FINRA, Mutual Funds
Education
The American College 2010 — 2012
Chartered Financial Consultant®, Financial Planning and Services
The American College 2006 — 2008
Chartered Advisor for Senior Living®, Financial Planning and Services
Certified Financial Planner Board of Standards 2002 — 2005
CFP® - Certified Financial Planner™, Financial Planning
Cedarville University 1990 — 1995
Bachelor of Science, Finance, Accounting
Tim Zorman Tim Zorman's PNC Investments Experience October 2008 - Present
Job Product Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments October 2008 - Present
Skills
Series 7, Series 66, Series 4, Series 24, Series 53, Ohio Life and Health..., FINRA, Uniform Combined State..., Fixed Income, Investments, Mutual Funds, Series 63, Wealth Management, Securities, Asset Allocation, ETFs, Investment Advisory, Bonds, Financial Services, Risk Management, Equities, Retirement, Asset Management, Insurance
Education
Baldwin-Wallace College 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
PNC Investments October 2008 - Present
Skills
Series 7, Series 66, Series 4, Series 24, Series 53, Ohio Life and Health..., FINRA, Uniform Combined State..., Fixed Income, Investments, Mutual Funds, Series 63, Wealth Management, Securities, Asset Allocation, ETFs, Investment Advisory, Bonds, Financial Services, Risk Management, Equities, Retirement, Asset Management, Insurance
Education
Baldwin-Wallace College 1997 — 2001
Bachelor of Arts (BA), Business Administration and Management, General
Deb Hennessy's PNC Investments Experience March 2011 - Present
Job PNCI Operations, Business Analyst III, AVP, at PNC Investments
Industry Banking
Experience
PNC Investments March 2011 - Present
North Coast Dynamic Systems July 2010 - October 2010
KeyBank March 2008 - December 2008
KeyCorp December 2006 - March 2008
KeyBank May 2004 - December 2006
KeyBank May 1999 - May 2003
KeyBank January 1995 - June 1998
Skills
Strategy, Leadership, Banking, Risk Management, Project Management, Portfolio Management, Relationship Management, Microsoft Excel, Training, Business Analysis, Analysis, Process Improvement, Mutual Funds, Management, Insurance, Finance, Sales, Retirement Planning, Credit, Change Management, Strategic Financial..., Financial Services, Equities, Financial Risk, Mergers & Acquisitions, Strategic Planning, Business Process..., Data Analysis, Retail Banking, Financial Modeling, CRM, Analytics, Bloomberg, Cash Management, Fixed Income, Financial Reporting, Treasury Management, Visio, Credit Analysis, Wealth Management
Education
Cleveland State University 1970 — 1975
BA, MBA, Business, Accounting, Tax
PNC Investments March 2011 - Present
North Coast Dynamic Systems July 2010 - October 2010
KeyBank March 2008 - December 2008
KeyCorp December 2006 - March 2008
KeyBank May 2004 - December 2006
KeyBank May 1999 - May 2003
KeyBank January 1995 - June 1998
Skills
Strategy, Leadership, Banking, Risk Management, Project Management, Portfolio Management, Relationship Management, Microsoft Excel, Training, Business Analysis, Analysis, Process Improvement, Mutual Funds, Management, Insurance, Finance, Sales, Retirement Planning, Credit, Change Management, Strategic Financial..., Financial Services, Equities, Financial Risk, Mergers & Acquisitions, Strategic Planning, Business Process..., Data Analysis, Retail Banking, Financial Modeling, CRM, Analytics, Bloomberg, Cash Management, Fixed Income, Financial Reporting, Treasury Management, Visio, Credit Analysis, Wealth Management
Education
Cleveland State University 1970 — 1975
BA, MBA, Business, Accounting, Tax
Stephen Salavantis Stephen Salavantis's PNC Investments Experience December 2008 - November 2012
Job Premier Relationship Manager AVP at Citizens Bank
Industry Financial Services
Experience
RBS Citizens July 2012 - Present
PNC Investments December 2008 - November 2012
Fitness Headquarters August 2007 - December 2008
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Retirement Planning, Alternative Investments, Trust Management, Asset Allocation, Equities, Credit, Wealth Management
Education
Colgate University 2003 — 2007
BA, Environmental Geology
RBS Citizens July 2012 - Present
PNC Investments December 2008 - November 2012
Fitness Headquarters August 2007 - December 2008
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Retirement Planning, Alternative Investments, Trust Management, Asset Allocation, Equities, Credit, Wealth Management
Education
Colgate University 2003 — 2007
BA, Environmental Geology
Andrew Kotulka, CFP®, ChFC® Andrew Kotulka, CFP®, ChFC®'s PNC Investments Experience July 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments July 2008 - Present
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Masters of Financial Services (MSFS)
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College
ChFC® Educational requirements
The American College
CFP® Educational requirements
PNC Investments July 2008 - Present
Education
Saint Joseph's University 2013 — 2015
Master of Science (MS), Masters of Financial Services (MSFS)
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The American College
ChFC® Educational requirements
The American College
CFP® Educational requirements
alisa beganovic alisa beganovic's PNC Investments Experience August 2010 - Present
Job lockbox manager at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2010 - Present
PNC Investments January 2007 - August 2010
National City Bank February 2002 - January 2007
Skills
Decision Making Skills, People Management, Great People Skills, Performance Improvement, Process Improvement, Improvisation, Leading By Example, Teamwork, Management, Banking, Change Management, Leadership, Lockbox, Access, Visio, Vendor Management, SDLC, Financial Analysis, Business Analysis
Education
Gimnazija - "November 29th" 1985 — 1988
Programing ing level IV, Computer programing
PNC Investments August 2010 - Present
PNC Investments January 2007 - August 2010
National City Bank February 2002 - January 2007
Skills
Decision Making Skills, People Management, Great People Skills, Performance Improvement, Process Improvement, Improvisation, Leading By Example, Teamwork, Management, Banking, Change Management, Leadership, Lockbox, Access, Visio, Vendor Management, SDLC, Financial Analysis, Business Analysis
Education
Gimnazija - "November 29th" 1985 — 1988
Programing ing level IV, Computer programing
Ken Steinmiller Ken Steinmiller's PNC Investments Experience March 2009 - June 2009
Job Permit Specialist/Leasing Coordinator at PPG Architectural Coatings.
Industry Commercial Real Estate
Experience
PPG Industries June 2014 - Present
Verizon Enterprise Solutions April 2013 - May 2014
Verizon Wireless August 2012 - April 2013
Verizon Wireless November 2009 - August 2012
PNC Investments March 2009 - June 2009
PNC Wealth Management September 2007 - March 2009
SingleSource Property Solutions LLC April 2007 - September 2007
SingleSource Property Solutions LLC October 2006 - March 2007
Skills
Permit Compliance, Business License, Store Operations, Oracle, Time Management, SAP, Access, Multi Tasking, Microsoft Office, Microsoft Excel, Microsoft Word, Professional Ethics, Team Motivation, Self-management, Call Centers, Customer Satisfaction, Troubleshooting, Customer Service, Customer Retention, Wireless, Customer Experience, Telecommunications, VoIP, Vendor Management, Direct Sales, Outlook, Mobile Devices, LTE, Team Leadership, Account Management, A+ Certified
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor's degree, Communications
Seneca Valley HS
PPG Industries June 2014 - Present
Verizon Enterprise Solutions April 2013 - May 2014
Verizon Wireless August 2012 - April 2013
Verizon Wireless November 2009 - August 2012
PNC Investments March 2009 - June 2009
PNC Wealth Management September 2007 - March 2009
SingleSource Property Solutions LLC April 2007 - September 2007
SingleSource Property Solutions LLC October 2006 - March 2007
Skills
Permit Compliance, Business License, Store Operations, Oracle, Time Management, SAP, Access, Multi Tasking, Microsoft Office, Microsoft Excel, Microsoft Word, Professional Ethics, Team Motivation, Self-management, Call Centers, Customer Satisfaction, Troubleshooting, Customer Service, Customer Retention, Wireless, Customer Experience, Telecommunications, VoIP, Vendor Management, Direct Sales, Outlook, Mobile Devices, LTE, Team Leadership, Account Management, A+ Certified
Education
Clarion University of Pennsylvania 2002 — 2006
Bachelor's degree, Communications
Seneca Valley HS
Michael Sefscik Michael Sefscik's PNC Investments Experience July 2012 - February 2013
Job Riskalyze
Industry Financial Services
Experience
Riskalyze July 2014 - Present
Absolute Capital Management, LLC February 2013 - June 2014
PNC Investments July 2012 - February 2013
Federated Investors February 2010 - July 2012
Federated Investors August 2007 - February 2010
Alcoa May 2005 - August 2006
Skills
Business Development, Customer Service, FINRA, Finance, Financial Advisory, Management, Leadership, Wealth Management, Investments, Mutual Funds, Separately Managed..., Microsoft Office, Portfolio Management, Series 7, Financial Risk, Life Insurance, Risk Management, Process Improvement
Education
Allegheny College 2003 — 2007
BA, Economics
North Catholic 2000 — 2003
Riskalyze July 2014 - Present
Absolute Capital Management, LLC February 2013 - June 2014
PNC Investments July 2012 - February 2013
Federated Investors February 2010 - July 2012
Federated Investors August 2007 - February 2010
Alcoa May 2005 - August 2006
Skills
Business Development, Customer Service, FINRA, Finance, Financial Advisory, Management, Leadership, Wealth Management, Investments, Mutual Funds, Separately Managed..., Microsoft Office, Portfolio Management, Series 7, Financial Risk, Life Insurance, Risk Management, Process Improvement
Education
Allegheny College 2003 — 2007
BA, Economics
North Catholic 2000 — 2003
Adam J. Peirce Adam J. Peirce's PNC Investments Experience October 2013 - Present
Job Senior Vice President Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments October 2013 - Present
PNC Investments September 2012 - October 2013
PNC Investments July 2002 - September 2012
National City Bank March 2001 - July 2002
Education
Davenport University
Master of Business Administration (MBA)
PNC Investments October 2013 - Present
PNC Investments September 2012 - October 2013
PNC Investments July 2002 - September 2012
National City Bank March 2001 - July 2002
Education
Davenport University
Master of Business Administration (MBA)
Douglas Flechsig Douglas Flechsig's PNC Investments Experience August 2010 - December 2013
Job Branch Manager at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade December 2013 - Present
PNC Investments August 2010 - December 2013
Investment Center at Citizens Republic Bank December 2003 - August 2010
Grand Traverse Pie Company August 2002 - December 2003
Bank One Securities Corp. 1999 - 2001
NBD First Chicago Bank 1995 - 1998
Skills
Portfolio Management, Equities, Asset Management, Strategic Financial..., Wealth Management, Fixed Income, Sales Management, Series 24, Series 7, Series 63, Series 65, Series 53
Education
Central Michigan University
Bachelor's degree, Finance, General
University of Michigan, Public Finance Institute
TD Ameritrade December 2013 - Present
PNC Investments August 2010 - December 2013
Investment Center at Citizens Republic Bank December 2003 - August 2010
Grand Traverse Pie Company August 2002 - December 2003
Bank One Securities Corp. 1999 - 2001
NBD First Chicago Bank 1995 - 1998
Skills
Portfolio Management, Equities, Asset Management, Strategic Financial..., Wealth Management, Fixed Income, Sales Management, Series 24, Series 7, Series 63, Series 65, Series 53
Education
Central Michigan University
Bachelor's degree, Finance, General
University of Michigan, Public Finance Institute
Thomas Koller, CRCM Thomas Koller, CRCM's PNC Investments Experience August 2009 - January 2011
Job Manager, Regulatory Compliance and Risk Management Services
Industry Financial Services
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2011 - November 2013
PNC June 2010 - September 2011
PNC Investments August 2009 - January 2011
National City Bank 2006 - 2009
Wells Fargo Advisors August 2004 - January 2006
Weaver Ridge 1998 - 2006
Weaver Ridge 1998 - 2006
Skills
Bank Secrecy Act, ACH, Regulatory Compliance, Fair Lending, Auditing, Mortgage Lending, Mortgage Underwriting, Trust, Retail Banking, Bank Management, Investment Management, Credit Risk, Quality Auditing, Fiduciary Services, Trust Services, Anti Money Laundering, FCRA, FACTA, Fiduciary, FinCEN, OFAC, Suspicious Activity..., Risk Assessment, Training, Regulations, Banking, Financial Services, Series 7, Mutual Funds, Loans, Consumer Lending, Wealth Management, Financial Institutions, Finance, AML, Risk Management, Credit, Due Diligence
Education
Cannon Institute of Higher Learning 2012 — 2012
Trust Audit, Compliance & Risk Management I, Trust Audit & Risk Management
Eastern Illinois University 2002 — 2006
Bachelors of Science, Finance, Economics, 3.67
Peoria Notre Dame High School 1998 — 2002
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2011 - November 2013
PNC June 2010 - September 2011
PNC Investments August 2009 - January 2011
National City Bank 2006 - 2009
Wells Fargo Advisors August 2004 - January 2006
Weaver Ridge 1998 - 2006
Weaver Ridge 1998 - 2006
Skills
Bank Secrecy Act, ACH, Regulatory Compliance, Fair Lending, Auditing, Mortgage Lending, Mortgage Underwriting, Trust, Retail Banking, Bank Management, Investment Management, Credit Risk, Quality Auditing, Fiduciary Services, Trust Services, Anti Money Laundering, FCRA, FACTA, Fiduciary, FinCEN, OFAC, Suspicious Activity..., Risk Assessment, Training, Regulations, Banking, Financial Services, Series 7, Mutual Funds, Loans, Consumer Lending, Wealth Management, Financial Institutions, Finance, AML, Risk Management, Credit, Due Diligence
Education
Cannon Institute of Higher Learning 2012 — 2012
Trust Audit, Compliance & Risk Management I, Trust Audit & Risk Management
Eastern Illinois University 2002 — 2006
Bachelors of Science, Finance, Economics, 3.67
Peoria Notre Dame High School 1998 — 2002
Mirko Pefaure Mirko Pefaure's PNC Investments Experience April 2008 - May 2010
Job Financial Advisor, Vice President at Capital One
Industry Financial Services
Experience
Capital One December 2013 - Present
Wells Fargo February 2013 - December 2013
Citi May 2010 - February 2013
PNC Investments April 2008 - May 2010
Merrill Lynch Global Private Client April 2005 - December 2007
Bernstein Global Wealth Managment April 2005 - April 2006
Skills
Wealth Management, Series 7, Securities, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Financial Services, Asset Managment, Strategic Financial..., Series 66, Series 65, Uniform Combined State..., Asset Allocation, Mortgage Lending, Bloomberg, Finance, Credit, Financial Planning
Education
Georgetown University 2011 — 2012
CFP, Certified Financial Planner, Candidate
American University 1997 — 2001
Bachelor of Arts (BA), . International Relations and Economics
St. Andrew's 1991 — 1997
National Presbyterian School
Capital One December 2013 - Present
Wells Fargo February 2013 - December 2013
Citi May 2010 - February 2013
PNC Investments April 2008 - May 2010
Merrill Lynch Global Private Client April 2005 - December 2007
Bernstein Global Wealth Managment April 2005 - April 2006
Skills
Wealth Management, Series 7, Securities, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Financial Analysis, Retirement Planning, Risk Management, Financial Services, Asset Managment, Strategic Financial..., Series 66, Series 65, Uniform Combined State..., Asset Allocation, Mortgage Lending, Bloomberg, Finance, Credit, Financial Planning
Education
Georgetown University 2011 — 2012
CFP, Certified Financial Planner, Candidate
American University 1997 — 2001
Bachelor of Arts (BA), . International Relations and Economics
St. Andrew's 1991 — 1997
National Presbyterian School
Michael Torbert Michael Torbert's PNC Investments Experience 1999 - 2002
Job VP, Wealth Management Advisor at National Penn Investors Trust Co.
Industry Investment Management
Experience
National Penn Investors Trust Co. 2010 - Present
Harleysville National Bank 2002 - 2010
PNC Investments 1999 - 2002
Meridian Asset Management 1993 - 1999
Warren W. York Company 1984 - 1993
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Credit, Commercial Lending, Loans, Finance, Banking, Credit Analysis, Financial Services, Risk Management, Small Business Lending, Management, Commercial Banking
Education
Moravian College
Personal Financial Planning Certificate
Bloomsburg University of Pennsylvania
B.S. Business Management
Lehigh Carbon Community College
Associate's degree, Business Administration and Management, General
National Penn Investors Trust Co. 2010 - Present
Harleysville National Bank 2002 - 2010
PNC Investments 1999 - 2002
Meridian Asset Management 1993 - 1999
Warren W. York Company 1984 - 1993
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Credit, Commercial Lending, Loans, Finance, Banking, Credit Analysis, Financial Services, Risk Management, Small Business Lending, Management, Commercial Banking
Education
Moravian College
Personal Financial Planning Certificate
Bloomsburg University of Pennsylvania
B.S. Business Management
Lehigh Carbon Community College
Associate's degree, Business Administration and Management, General
Katesha` Bell Katesha` Bell's PNC Investments Experience October 2005 - July 2012
Job Teller Supervisor at PNC
Industry Financial Services
Experience
PNC July 2012 - Present
PNC Investments October 2005 - July 2012
Citifinancial Consumer Finance India Ltd June 1997 - February 2005
Skills
Bookkeeping, Banking, Brand Management, Customer Service, Compliance, Managerial Finance, HR Policies, Internal Audit, Loans, Microsoft Office, Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Underwriting
Education
University of Phoenix 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
City Colleges of Chicago-Malcolm X College 1993 — 1995
Associate of Science (AS), Business Administration and Management, General
PNC July 2012 - Present
PNC Investments October 2005 - July 2012
Citifinancial Consumer Finance India Ltd June 1997 - February 2005
Skills
Bookkeeping, Banking, Brand Management, Customer Service, Compliance, Managerial Finance, HR Policies, Internal Audit, Loans, Microsoft Office, Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Underwriting
Education
University of Phoenix 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
City Colleges of Chicago-Malcolm X College 1993 — 1995
Associate of Science (AS), Business Administration and Management, General
Lisa Orlando Lisa Orlando's PNC Investments Experience March 2012 - Present
Job Business Banker at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2012 - Present
Wolverine Bank February 2006 - September 2013
Citizens Bank, now part of FirstMerit Bank, N.A. January 2002 - January 2006
Skills
Management, Loans, Sales, Commercial Lending, Credit, Banking, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Financial Analysis, Finance, Residential Homes, Underwriting, Consumer Lending, Retail Banking, Cross Selling, Cash Management, Loan Origination, Lines Of Credit, Relationship Management, Treasury Management
Education
Central Michigan University 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
PNC Investments March 2012 - Present
Wolverine Bank February 2006 - September 2013
Citizens Bank, now part of FirstMerit Bank, N.A. January 2002 - January 2006
Skills
Management, Loans, Sales, Commercial Lending, Credit, Banking, Commercial Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Financial Analysis, Finance, Residential Homes, Underwriting, Consumer Lending, Retail Banking, Cross Selling, Cash Management, Loan Origination, Lines Of Credit, Relationship Management, Treasury Management
Education
Central Michigan University 1991 — 1995
Bachelor of Applied Science (BASc), Accounting
Sherrie Jones - Collins Sherrie Jones - Collins's PNC Investments Experience January 2011 - Present
Job AVP Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2011 - Present
PNC 2008 - 2010
National City Bank 2007 - 2008
National City Bank 2004 - 2007
Skills
Strategic Financial..., Banking, Loans, Process Improvement
Education
University of Phoenix 2012 — 2014
Chicago State University 2010 — 2012
PNC Investments January 2011 - Present
PNC 2008 - 2010
National City Bank 2007 - 2008
National City Bank 2004 - 2007
Skills
Strategic Financial..., Banking, Loans, Process Improvement
Education
University of Phoenix 2012 — 2014
Chicago State University 2010 — 2012
Douglas J. Sweeney, CRPC® Douglas J. Sweeney, CRPC®'s PNC Investments Experience January 1998 - February 2006
Job Partner at The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
Pete Piccoli, CRPC Pete Piccoli, CRPC's PNC Investments Experience June 2006 - October 2010
Job Owner/ President at Piccoli Financial Group
Industry Financial Services
Experience
Piccoli Financial Group September 2014 - Present
Ameriprise Financial Services, Inc. November 2011 - September 2014
Chase Investment Services June 2010 - November 2011
PNC Investments June 2006 - October 2010
Skills
Retirement, Project Planning, Retirement Planning, Finance, Series 7, Investments, Fixed Annuities, Financial Planning, Series 63, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Loans, Portfolio Management
Education
College for Financial Planning 2013 — 2013
CRPC
University of Arkansas at Fayetteville 1979 — 1984
Finance
Piccoli Financial Group September 2014 - Present
Ameriprise Financial Services, Inc. November 2011 - September 2014
Chase Investment Services June 2010 - November 2011
PNC Investments June 2006 - October 2010
Skills
Retirement, Project Planning, Retirement Planning, Finance, Series 7, Investments, Fixed Annuities, Financial Planning, Series 63, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Loans, Portfolio Management
Education
College for Financial Planning 2013 — 2013
CRPC
University of Arkansas at Fayetteville 1979 — 1984
Finance
Cary Guffey, CERTIFIED FINANCIAL PLANNER Cary Guffey, CERTIFIED FINANCIAL PLANNER's PNC Investments Experience February 2012 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
NBC Securities November 2009 - February 2012
Colonial Bank January 2009 - May 2010
Colonial Brokerage January 2006 - January 2009
Colonial Brokerage April 2004 - January 2007
Education
Boston University 2010 — 2010
Financial Planning
Jacksonville State University 1995 — 1997
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
BS, Business Administration
PNC Investments February 2012 - Present
NBC Securities November 2009 - February 2012
Colonial Bank January 2009 - May 2010
Colonial Brokerage January 2006 - January 2009
Colonial Brokerage April 2004 - January 2007
Education
Boston University 2010 — 2010
Financial Planning
Jacksonville State University 1995 — 1997
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
BS, Business Administration
Augustin M. CGBP Augustin M. CGBP's PNC Investments Experience February 2006 - August 2008
Job International Trade & Business Development Specialist. P.G. Economic Development Corporation & The Africa Trade Office
Industry International Trade and Development
Experience
The Africa Trade Office February 2011 - Present
PGCEDC/ The Africa Trade Office September 2008 - Present
PNC Investments February 2006 - August 2008
Embassy of Rwanda in US November 2007 - July 2008
Prof. Richard Haines; University April 2004 - September 2005
Ministry of Finance & Economic Development January 2001 - January 2004
Education
NASBITE CERTIFIED 2009 — 2010
CERTIFICATE, CERTIFIED GLOBAL BUSINESS PROFESSIONAL
All India Institute of Management Studies
Diploma, Mass Communication
Bangalore University
Bachelors Degree, Commerce; International Business & Finance
Nelson Mandela Metropolitan University formerly University of Port Elizabeth (South Africa)
MA, International Development; Development of Public Policy & International Finance
The Africa Trade Office February 2011 - Present
PGCEDC/ The Africa Trade Office September 2008 - Present
PNC Investments February 2006 - August 2008
Embassy of Rwanda in US November 2007 - July 2008
Prof. Richard Haines; University April 2004 - September 2005
Ministry of Finance & Economic Development January 2001 - January 2004
Education
NASBITE CERTIFIED 2009 — 2010
CERTIFICATE, CERTIFIED GLOBAL BUSINESS PROFESSIONAL
All India Institute of Management Studies
Diploma, Mass Communication
Bangalore University
Bachelors Degree, Commerce; International Business & Finance
Nelson Mandela Metropolitan University formerly University of Port Elizabeth (South Africa)
MA, International Development; Development of Public Policy & International Finance
Jessica Zombek Jessica Zombek's PNC Investments Experience May 2010 - Present
Job at PNC Investments
Industry Public Relations and Communications
Experience
PNC Investments May 2010 - Present
Barnes & Noble April 2007 - May 2010
Education
California University of Pennsylvania 2008 — 2012
Public Relations and Graphic Communication Technology
PNC Investments May 2010 - Present
Barnes & Noble April 2007 - May 2010
Education
California University of Pennsylvania 2008 — 2012
Public Relations and Graphic Communication Technology
Paul Hayes, CFP® Paul Hayes, CFP®'s PNC Investments Experience December 2009 - Present
Job SVP, Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2009 - Present
Colonial Brokerage, Inc. December 2008 - December 2009
WaMu Investments, Inc. September 1998 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 1995 - September 1998
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Financial Services, Series 65, Retirement Planning, Securities, Private Banking, Life Insurance, Loans, Banking, Credit, Relationship Management, Fixed Annuities, Series 24, Insurance, Wealth Management..., Small Business Lending, Financial Advisory, Series 6, Portfolio Management, Leadership
Education
College for Financial Planning 2000 — 2000
CFP, CERTIFIED FINANCIAL PLANNER
University of Central Florida 1994 — 1994
Bachelor of Arts, Liberal Arts, Communication
University of Florida 1989 — 1992
Associate of Arts, Liberal Arts
PNC Investments December 2009 - Present
Colonial Brokerage, Inc. December 2008 - December 2009
WaMu Investments, Inc. September 1998 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 1995 - September 1998
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Financial Services, Series 65, Retirement Planning, Securities, Private Banking, Life Insurance, Loans, Banking, Credit, Relationship Management, Fixed Annuities, Series 24, Insurance, Wealth Management..., Small Business Lending, Financial Advisory, Series 6, Portfolio Management, Leadership
Education
College for Financial Planning 2000 — 2000
CFP, CERTIFIED FINANCIAL PLANNER
University of Central Florida 1994 — 1994
Bachelor of Arts, Liberal Arts, Communication
University of Florida 1989 — 1992
Associate of Arts, Liberal Arts
Kyle Jacob Kyle Jacob's PNC Investments Experience 2012 - 2013
Job Corporate Actions Analyst at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
SmartBill January 2014 - January 2015
PNC Investments 2012 - 2013
PNC Investments March 2012 - August 2012
PNC Investments 2011 - March 2012
Northwestern Mutual May 2010 - August 2010
Ashland University 2008 - 2010
Skills
Series 7, Series 66, NMLS Registration, Certified in Microsoft..., Windows XP Pro, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Lotus Notes, Business Process..., Streetscape, Genesis, FBSI, Cactus, PowerPoint, Uniform Combined State..., Outlook, Retirement, Customer Service, Leadership, Microsoft Office, Banking, Insurance
Education
Ashland University 2006 — 2010
Bachelor's degree, Accounting and Finance
Citi January 2015 - Present
SmartBill January 2014 - January 2015
PNC Investments 2012 - 2013
PNC Investments March 2012 - August 2012
PNC Investments 2011 - March 2012
Northwestern Mutual May 2010 - August 2010
Ashland University 2008 - 2010
Skills
Series 7, Series 66, NMLS Registration, Certified in Microsoft..., Windows XP Pro, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Lotus Notes, Business Process..., Streetscape, Genesis, FBSI, Cactus, PowerPoint, Uniform Combined State..., Outlook, Retirement, Customer Service, Leadership, Microsoft Office, Banking, Insurance
Education
Ashland University 2006 — 2010
Bachelor's degree, Accounting and Finance
Seth Wagner Seth Wagner's PNC Investments Experience September 2010 - July 2014
Job MBA Candidate 2016 The Ohio State University
Industry Chemicals
Experience
BASF June 2015 - August 2015
PNC Investments September 2010 - July 2014
PNC Bank (formerly National City Bank) August 2008 - September 2010
BYU-Idaho January 2008 - July 2008
U.S. Senator Local Office - Idaho May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (MBA), 3.77 GPA
Brigham Young University - Idaho 2005 — 2008
Bachelor of Science (B.S.), Economics, 3.62 Cumulative GPA; 3.81 Major GPA
BASF June 2015 - August 2015
PNC Investments September 2010 - July 2014
PNC Bank (formerly National City Bank) August 2008 - September 2010
BYU-Idaho January 2008 - July 2008
U.S. Senator Local Office - Idaho May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (MBA), 3.77 GPA
Brigham Young University - Idaho 2005 — 2008
Bachelor of Science (B.S.), Economics, 3.62 Cumulative GPA; 3.81 Major GPA
Ryan Keenan, CFA Ryan Keenan, CFA's PNC Investments Experience May 2011 - March 2013
Job Associate at MAI Capital Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
MAI Capital Management, LLC January 2014 - Present
PNC Investments May 2011 - March 2013
AXA Advisors March 2010 - May 2011
National Football League April 2007 - June 2009
Education
Cleveland State University 2011 — 2013
Master of Business Administration (MBA), GPA: 3.9/4.0
Northwestern University 2002 — 2006
Bachelor of Science (B.S.); Minor: Sociology, Communication Studies
St. Edward High School 1998 — 2002
Erik Huss's PNC Investments Experience June 2011 - October 2013
Job at MAI Investment Management, LLC
Industry Investment Management
Experience
MAI Capital Management, LLC November 2013 - Present
United States Air Force November 2008 - August 2015
PNC Investments June 2011 - October 2013
PNC Investments January 2009 - June 2011
Education
Ashland University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2004 — 2008
BA, Economics
Community College of the Air Force 2009 — 2009
Associate's Degree, Financial Management
MAI Capital Management, LLC November 2013 - Present
United States Air Force November 2008 - August 2015
PNC Investments June 2011 - October 2013
PNC Investments January 2009 - June 2011
Education
Ashland University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2004 — 2008
BA, Economics
Community College of the Air Force 2009 — 2009
Associate's Degree, Financial Management
Pete Angelokostopoulos Pete Angelokostopoulos's PNC Investments Experience January 2014 - Present
Job
Industry Financial Services
Experience
PNC Investments January 2014 - Present
PNC June 2010 - December 2013
Cleveland Research Company June 2006 - April 2010
FTN Midwest December 2003 - June 2006
Education
Baldwin Wallace University 1997 — 2001
Bachelor's Degree, Business Administration & Economics
PNC Investments January 2014 - Present
PNC June 2010 - December 2013
Cleveland Research Company June 2006 - April 2010
FTN Midwest December 2003 - June 2006
Education
Baldwin Wallace University 1997 — 2001
Bachelor's Degree, Business Administration & Economics
Jerry Therrel Jerry Therrel's PNC Investments Experience July 2012 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
PNC Investments July 2012 - Present
PNC April 2010 - July 2012
Waddell & Reed Financial Services November 2009 - April 2010
Berry College June 2009 - December 2009
Berry College October 2007 - June 2009
Mountain Graphics May 2003 - August 2007
Skills
Investments, Business Strategy, Strategic Financial..., Accounting, Asset Allocation, Banking, Estate Planning, Finance, Financial Planning, Financial Services, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Retirement Planning, Risk Management, Sales Management
Education
Berry College 2005 — 2009
BS, Accounting
Berry College - Campbell School of Business 2005 — 2009
BS, Accounting
PNC Investments July 2012 - Present
PNC April 2010 - July 2012
Waddell & Reed Financial Services November 2009 - April 2010
Berry College June 2009 - December 2009
Berry College October 2007 - June 2009
Mountain Graphics May 2003 - August 2007
Skills
Investments, Business Strategy, Strategic Financial..., Accounting, Asset Allocation, Banking, Estate Planning, Finance, Financial Planning, Financial Services, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Retirement Planning, Risk Management, Sales Management
Education
Berry College 2005 — 2009
BS, Accounting
Berry College - Campbell School of Business 2005 — 2009
BS, Accounting
Edward I. Anderson III, CFP®'s PNC Investments Experience November 2013 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2013 - Present
Wells Fargo June 2013 - October 2013
Wells Fargo August 2012 - June 2013
PNC February 2009 - February 2012
Cary Street Partners August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning
Education
University of Mary Washington 2005 — 2008
Bachelor's degree, Business Administration
College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services
PNC Investments November 2013 - Present
Wells Fargo June 2013 - October 2013
Wells Fargo August 2012 - June 2013
PNC February 2009 - February 2012
Cary Street Partners August 2008 - December 2008
Merrill Lynch August 2008 - December 2008
Skills
Investments, Customer Service, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Finance, Public Speaking, Financial Services, Management, Certified Financial..., Asset Allocation, Portfolio Management, Insurance, Financial Planning, Mutual Funds, Equities, Fixed Income, Retirement Planning
Education
University of Mary Washington 2005 — 2008
Bachelor's degree, Business Administration
College for Financial Planning
CFP Professional Education Studies, Financial Planning and Services
Raaj Gupta Raaj Gupta's PNC Investments Experience May 2008 - August 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
TD Ameritrade October 2014 - Present
TD Ameritrade January 2009 - October 2014
PNC Investments May 2008 - August 2008
Merrill Lynch October 2006 - May 2008
CitiFinancial October 2004 - October 2006
Skills
Investments, Portfolio Management, Financial Advisory, Leadership, Business Development, Retirement
Education
Bucknell University 2000 — 2004
Bachelors of Science, Business admin and Math Econ
Sewickley Academy 1996 — 2000
Diploma, High school
Kevin Poelcher's PNC Investments Experience March 2014 - Present
Job Senior Operations Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2014 - Present
The ScareHouse August 2013 - Present
PNC Wealth Management January 2012 - March 2014
PNC February 2010 - January 2012
CAM Hospitality Advisors, LLC August 2008 - March 2010
Skills
Banking, Leadership, Sales, Series 7, Credit, Consumer Lending, Wealth Management, Loans, Customer Service, Financial Services, Microsoft Word, Outlook, Retail Banking, Customer Satisfaction, Investments, Asset Management, Public Speaking
Education
Point Park University 2013 — 2016
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Community College of Beaver County 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
PNC Investments March 2014 - Present
The ScareHouse August 2013 - Present
PNC Wealth Management January 2012 - March 2014
PNC February 2010 - January 2012
CAM Hospitality Advisors, LLC August 2008 - March 2010
Skills
Banking, Leadership, Sales, Series 7, Credit, Consumer Lending, Wealth Management, Loans, Customer Service, Financial Services, Microsoft Word, Outlook, Retail Banking, Customer Satisfaction, Investments, Asset Management, Public Speaking
Education
Point Park University 2013 — 2016
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Community College of Beaver County 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Ryan McNamara, CLTC's PNC Investments Experience May 2007 - August 2007
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott November 2010 - Present
United Bankshares, Inc June 2008 - October 2010
PNC Investments May 2007 - August 2007
Skills
Retirement Planning, Finance, Investments, Wealth Management, Financial Services, Estate Planning
Education
WVU College of Business & Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
West Virginia University 2004 — 2008
Bachelor of Science (BS) in Business Administration, Marketing
Peters Township HS 2000 — 2004
Janney Montgomery Scott November 2010 - Present
United Bankshares, Inc June 2008 - October 2010
PNC Investments May 2007 - August 2007
Skills
Retirement Planning, Finance, Investments, Wealth Management, Financial Services, Estate Planning
Education
WVU College of Business & Economics 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
West Virginia University 2004 — 2008
Bachelor of Science (BS) in Business Administration, Marketing
Peters Township HS 2000 — 2004
Frank Legan Frank Legan's PNC Investments Experience October 2005 - April 2010
Job Partner | Financial Advisor at Cedar Brook Group, LLC specializing in Financial Planning & Estate Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners April 2010 - Present
City of Highland Heights January 2006 - December 2013
PNC Investments October 2005 - April 2010
Merrill Lynch May 2000 - September 2005
Innovation Groups 1998 - 2000
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Securities, Budgets, Financial Analysis, Retirement, Financial Services, Small Business, Wealth, Financial Advisory, Employee Benefits, Financial Planners
Education
University of Dayton 1991 — 1995
Bachelor of Arts, Political Science
Cleveland State University 1995 — 1997
MPA, Public Administration
Mayfield High School 1987 — 1991
High School
Cedar Brook Financial Partners April 2010 - Present
City of Highland Heights January 2006 - December 2013
PNC Investments October 2005 - April 2010
Merrill Lynch May 2000 - September 2005
Innovation Groups 1998 - 2000
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Securities, Budgets, Financial Analysis, Retirement, Financial Services, Small Business, Wealth, Financial Advisory, Employee Benefits, Financial Planners
Education
University of Dayton 1991 — 1995
Bachelor of Arts, Political Science
Cleveland State University 1995 — 1997
MPA, Public Administration
Mayfield High School 1987 — 1991
High School
Dave Gurnee, ChFC® Dave Gurnee, ChFC®'s PNC Investments Experience April 2010 - February 2013
Job Financial Consultant
Industry Financial Services
Experience
Granger Financial Planning February 2014 - Present
PNC Investments April 2010 - February 2013
Puritan Wealth Management Group September 2009 - March 2010
2006-2009, John Hancock Financial Network September 2006 - September 2009
Thrivent Financial for Lutherans 2002 - 2006
Field Container Co November 2000 - November 2002
Mail Well Label May 1998 - October 2000
International Paper - Label Division November 1995 - May 1998
International Paper July 1994 - October 1995
International Paper March 1988 - July 1994
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Long-term Care, Life Insurance, Fixed Annuities, Mutual Funds, Financial Planners, Asset Allocation, Options, Financial Services, Financial Advisory, Retirement, Investment Advisory, Wealth Management, 401k, Series 7, IRAs, Series 65, Team Leadership, Communication, Customer Service, Customer Service..., Securities, Insurance, FINRA, Finance, Investment Management, Leadership, Financial Planning
Education
Penn State University 1978 — 1982
BS, Business Logistics
California State University-Sacramento 1985 — 1987
completed 2/3 of MBA, Business, 3.5
Granger Financial Planning February 2014 - Present
PNC Investments April 2010 - February 2013
Puritan Wealth Management Group September 2009 - March 2010
2006-2009, John Hancock Financial Network September 2006 - September 2009
Thrivent Financial for Lutherans 2002 - 2006
Field Container Co November 2000 - November 2002
Mail Well Label May 1998 - October 2000
International Paper - Label Division November 1995 - May 1998
International Paper July 1994 - October 1995
International Paper March 1988 - July 1994
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Long-term Care, Life Insurance, Fixed Annuities, Mutual Funds, Financial Planners, Asset Allocation, Options, Financial Services, Financial Advisory, Retirement, Investment Advisory, Wealth Management, 401k, Series 7, IRAs, Series 65, Team Leadership, Communication, Customer Service, Customer Service..., Securities, Insurance, FINRA, Finance, Investment Management, Leadership, Financial Planning
Education
Penn State University 1978 — 1982
BS, Business Logistics
California State University-Sacramento 1985 — 1987
completed 2/3 of MBA, Business, 3.5
Eric Sanow Eric Sanow's PNC Investments Experience January 2014 - Present
Job Financial Advisor Advisor Direct at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2014 - Present
PNC Investments July 2013 - January 2014
PNC Investments January 2013 - July 2013
PNC Investments July 2011 - January 2013
AXA Advisors November 2010 - July 2011
DAVACO, Inc. March 2009 - September 2009
Frito Lay May 2006 - May 2008
United Van Lines-Andrews Moving & Storage June 2000 - May 2006
Education
Cleveland State University 2003 — 2005
MBA, Business Administration
Bowling Green State University 1991 — 1995
Bachelors of Science in Business Administration, General Business
EHS!
EHS!
PNC Investments January 2014 - Present
PNC Investments July 2013 - January 2014
PNC Investments January 2013 - July 2013
PNC Investments July 2011 - January 2013
AXA Advisors November 2010 - July 2011
DAVACO, Inc. March 2009 - September 2009
Frito Lay May 2006 - May 2008
United Van Lines-Andrews Moving & Storage June 2000 - May 2006
Education
Cleveland State University 2003 — 2005
MBA, Business Administration
Bowling Green State University 1991 — 1995
Bachelors of Science in Business Administration, General Business
EHS!
EHS!
David Schafer David Schafer's PNC Investments Experience June 2009 - Present
Job DIrector of Operations at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2009 - Present
Key Bank & McDonald Investments January 2001 - July 2008
McDonald Investments November 1999 - December 2000
McDonald Investments April 1985 - October 1999
Skills
Leadership, Series 7, Equities, Asset Managment, Banking, Investments, Securities, Series 63, Mutual Funds, Portfolio Management, Series 24
Education
Baldwin-Wallace College 1980 — 1984
Bachelor of Arts, Business Administration
Avon High 1976 — 1980
PNC Investments June 2009 - Present
Key Bank & McDonald Investments January 2001 - July 2008
McDonald Investments November 1999 - December 2000
McDonald Investments April 1985 - October 1999
Skills
Leadership, Series 7, Equities, Asset Managment, Banking, Investments, Securities, Series 63, Mutual Funds, Portfolio Management, Series 24
Education
Baldwin-Wallace College 1980 — 1984
Bachelor of Arts, Business Administration
Avon High 1976 — 1980
James P. Chiaro, CMFC James P. Chiaro, CMFC's PNC Investments Experience June 2004 - October 2007
Job Financial Advisor at Citizens Investment Services
Industry Investment Banking
Experience
Citizens Investment Services October 2007 - Present
PNC Investments June 2004 - October 2007
Fleet Bank / Bank of America January 2000 - June 2004
Assumption Holding Corporation January 1997 - January 2000
Education
College for Financial Planning 2005 — 2007
CMFC, Economics
Marywood University
University of Nebraska-Lincoln
Citizens Investment Services October 2007 - Present
PNC Investments June 2004 - October 2007
Fleet Bank / Bank of America January 2000 - June 2004
Assumption Holding Corporation January 1997 - January 2000
Education
College for Financial Planning 2005 — 2007
CMFC, Economics
Marywood University
University of Nebraska-Lincoln
Travian Atkins Travian Atkins's PNC Investments Experience June 2006 - August 2011
Job Operations Specialist at PNC Investments
Industry Banking
Experience
PNC Investments June 2006 - August 2011
PNC Investments 2006 - 2011
Adelphia 2005 - 2006
Charter One Bank 2003 - 2005
Ford Motor Company June 1999 - August 2001
Education
Cleveland State University 2011 — 2013
Master, Human Resource and Labor Relations
Cleveland State University 2008 — 2013
Master, Labor Relations and Human Resources
Cleveland State University 2008 — 2010
BA, Criminology/Sociology
Cleveland State University
Bachelor of Arts, Criminology
Cleveland State University
Bachelor of Arts, Sociology
Cuyahoga Community College
Applied Associate of Science with a, Law Enforcement and Corrections
PNC Investments June 2006 - August 2011
PNC Investments 2006 - 2011
Adelphia 2005 - 2006
Charter One Bank 2003 - 2005
Ford Motor Company June 1999 - August 2001
Education
Cleveland State University 2011 — 2013
Master, Human Resource and Labor Relations
Cleveland State University 2008 — 2013
Master, Labor Relations and Human Resources
Cleveland State University 2008 — 2010
BA, Criminology/Sociology
Cleveland State University
Bachelor of Arts, Criminology
Cleveland State University
Bachelor of Arts, Sociology
Cuyahoga Community College
Applied Associate of Science with a, Law Enforcement and Corrections
James Wineland, AIF® James Wineland, AIF®'s PNC Investments Experience March 2013 - March 2015
Job Internal Wholesaler
Industry Financial Services
Experience
PNC Capital Advisors March 2015 - Present
PNC Investments March 2013 - March 2015
PNC Investments June 2011 - June 2013
PNC Investments June 2011 - August 2011
Ashland University May 2010 - May 2011
The Financial Solutions Network May 2010 - August 2010
Education
Ashland University 2008 — 2011
Bachelor of Science in Business Administration, Finance
PNC Capital Advisors March 2015 - Present
PNC Investments March 2013 - March 2015
PNC Investments June 2011 - June 2013
PNC Investments June 2011 - August 2011
Ashland University May 2010 - May 2011
The Financial Solutions Network May 2010 - August 2010
Education
Ashland University 2008 — 2011
Bachelor of Science in Business Administration, Finance
Phyllis Thompson, Partner, New York Life Insurance Company Phyllis Thompson, Partner, New York Life Insurance Company's PNC Investments Experience March 2009 - December 2011
Job Experienced Leader: Recruit, Develop, and Retain Professionals in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
New York Life Insurance Company March 2014 - Present
NYLIFE Securities LLC December 2011 - Present
NYLIFE Securities LLC, New York Life Insurance Company December 2011 - March 2014
PNC Investments March 2009 - December 2011
Ameriprise Financial Services, Inc. January 2006 - March 2009
Skills
Retirement, Retirement Planning, Financial Services, Securities, Estate Planning, Investments, Finance, Insurance, FINRA, Personal Finance, IRAs, Analysis, 401(k) Rollovers,..., Small Business..., Wealth Preservation,..., Financial Planners, Small Business, Mutual Funds, Leadership, Financial Advisory, Life Insurance, Customer Service
Education
University of Maryland University College 2011 — 2013
"Master of Business Administration", Business Administration, Management and Operations, 4.0
College for Financial Planning 2008 — 2009
Chartered Retirement Planning Counselor, Retirement Planning, A
Princeton University 1973 — 1977
Bachelor of Science (B.S.), Biology, General, 3.5
Bryan Dornseif Bryan Dornseif's PNC Investments Experience December 2011 - Present
Job Assistant Vice President, Personal Wealth Services at National Penn
Industry Financial Services
Experience
National Penn August 2015 - Present
PNC Investments December 2011 - Present
PNC August 2014 - June 2015
ANADIGICS May 2010 - August 2010
Skills
Wealth Management, Estate Planning, Retirement Planning, Wealth Management..., Asset Allocation, Mutual Funds, Investments, Trust Services, Series 7, Strategic Financial..., Banking, Investment Management, High Net Worth...
Education
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
Moravian Academy 2003 — 2007
National Penn August 2015 - Present
PNC Investments December 2011 - Present
PNC August 2014 - June 2015
ANADIGICS May 2010 - August 2010
Skills
Wealth Management, Estate Planning, Retirement Planning, Wealth Management..., Asset Allocation, Mutual Funds, Investments, Trust Services, Series 7, Strategic Financial..., Banking, Investment Management, High Net Worth...
Education
Campbell University 2007 — 2011
Bachelor of Business Administration (BBA), Trust & Wealth Management
Moravian Academy 2003 — 2007
Suzanne Zec's PNC Investments Experience July 2012 - June 2015
Job Business Analytics Consultant Risk Management
Industry Financial Services
Experience
PNC June 2015 - Present
PNC Investments July 2012 - June 2015
PNC Investments March 2012 - July 2012
PNC Investments May 2011 - March 2012
PNC Investments January 2011 - September 2011
Allegro Realty Advisors February 2007 - October 2010
DeJohn Funeral Homes & Crematory November 2003 - January 2007
USA Parking Systems, Inc. July 2002 - September 2003
Cleveland Tankers Ship Management, Inc. September 1998 - June 2001
Cleveland Tankers (1991), Inc. October 1997 - June 1998
Skills
Project Management, Financial Reporting, Procedure Development, Cash Management, Process Management, Training, Performance Management, Workflow, Conflict Resolution, Database Administration, Operating Budgets, Accounting, Account Reconciliation, Contractual Agreements, Office Administration, Benefits Analysis, Compensation & Benefits..., Human Resources, Facilities Operations, Facilities Management, Union Relations, Employment Law..., Procedure Manuals, Lease Administration, Securities, Investments, Insurance, Series 7, Operations Management, Asset Management
Education
Cuyahoga Community College
Hondros Career College
North Olmsted High School
PNC June 2015 - Present
PNC Investments July 2012 - June 2015
PNC Investments March 2012 - July 2012
PNC Investments May 2011 - March 2012
PNC Investments January 2011 - September 2011
Allegro Realty Advisors February 2007 - October 2010
DeJohn Funeral Homes & Crematory November 2003 - January 2007
USA Parking Systems, Inc. July 2002 - September 2003
Cleveland Tankers Ship Management, Inc. September 1998 - June 2001
Cleveland Tankers (1991), Inc. October 1997 - June 1998
Skills
Project Management, Financial Reporting, Procedure Development, Cash Management, Process Management, Training, Performance Management, Workflow, Conflict Resolution, Database Administration, Operating Budgets, Accounting, Account Reconciliation, Contractual Agreements, Office Administration, Benefits Analysis, Compensation & Benefits..., Human Resources, Facilities Operations, Facilities Management, Union Relations, Employment Law..., Procedure Manuals, Lease Administration, Securities, Investments, Insurance, Series 7, Operations Management, Asset Management
Education
Cuyahoga Community College
Hondros Career College
North Olmsted High School
Steve D'Arcangelo's PNC Investments Experience March 2014 - June 2014
Job Configuration Specialist at MCPc
Industry Computer Software
Experience
MCPc July 2015 - Present
MCPc January 2015 - 2015
University Hospitals of Cleveland June 2014 - November 2014
PNC Investments March 2014 - June 2014
Sherwin Williams July 2013 - March 2014
Fixed or its Free! September 2010 - February 2013
STERIS Corporation October 2011 - February 2012
Geauga County DD November 2010 - March 2011
Bryant & Stratton College April 2010 - February 2011
US Navy April 1994 - February 1998
Skills
Networking, Help Desk Support, System Deployment, Computer Repair, Microsoft Office, Troubleshooting, Servers, Security, Computer Hardware, XP, Information Technology, Windows 7, Operating Systems, Active Directory, Training, Windows Server, Windows XP, Customer Service, Leadership, Team Building
Education
Bryant and Stratton College 2010 — 2011
Associate's degree, Networking Technologies
MCPc July 2015 - Present
MCPc January 2015 - 2015
University Hospitals of Cleveland June 2014 - November 2014
PNC Investments March 2014 - June 2014
Sherwin Williams July 2013 - March 2014
Fixed or its Free! September 2010 - February 2013
STERIS Corporation October 2011 - February 2012
Geauga County DD November 2010 - March 2011
Bryant & Stratton College April 2010 - February 2011
US Navy April 1994 - February 1998
Skills
Networking, Help Desk Support, System Deployment, Computer Repair, Microsoft Office, Troubleshooting, Servers, Security, Computer Hardware, XP, Information Technology, Windows 7, Operating Systems, Active Directory, Training, Windows Server, Windows XP, Customer Service, Leadership, Team Building
Education
Bryant and Stratton College 2010 — 2011
Associate's degree, Networking Technologies
Albert Yambor Albert Yambor's PNC Investments Experience October 2011 - June 2013
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2013 - Present
PNC Asset Management Group June 2013 - March 2014
PNC Investments October 2011 - June 2013
Eagle Investment Group August 2009 - May 2010
Education
Ashland University 2006 — 2010
BSBA, Finance and Marketing, Cum Laude
St. Edwards
PNC Wealth Management June 2013 - Present
PNC Asset Management Group June 2013 - March 2014
PNC Investments October 2011 - June 2013
Eagle Investment Group August 2009 - May 2010
Education
Ashland University 2006 — 2010
BSBA, Finance and Marketing, Cum Laude
St. Edwards
Alexis Oliver Alexis Oliver's PNC Investments Experience August 2006 - July 2008
Job Workflow at HTH Worldwide
Industry Financial Services
Experience
HTH Worldwide June 2015 - Present
De Lage Landen November 2010 - January 2015
Sapphire Technologies January 2009 - November 2010
SEI August 2008 - October 2008
PNC Investments August 2006 - July 2008
Skills
Oracle E-Business Suite, Microsoft Office, Hyperion Reports, AS400 system, SAP, Research, Accounting
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), History
Norristown Area High School 1997 — 2001
Diploma
HTH Worldwide June 2015 - Present
De Lage Landen November 2010 - January 2015
Sapphire Technologies January 2009 - November 2010
SEI August 2008 - October 2008
PNC Investments August 2006 - July 2008
Skills
Oracle E-Business Suite, Microsoft Office, Hyperion Reports, AS400 system, SAP, Research, Accounting
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), History
Norristown Area High School 1997 — 2001
Diploma
Christopher Cannon, M.S., CFP®, AIF® Christopher Cannon, M.S., CFP®, AIF®'s PNC Investments Experience December 2008 - December 2011
Job Wealth Advisor at RetireRight Pittsburgh
Industry Financial Services
Experience
RetireRight Pittsburgh August 2013 - Present
Living Wealthy Advisors (H. Beck, Inc.) December 2011 - August 2013
PNC Investments December 2008 - December 2011
The Vanguard Group May 2007 - December 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Asset Allocation, Asset Managment, Investment Management, Investments, Estate Planning, Insurance, Employee Benefits, Mutual Funds, Financial Analysis, Portfolio Management, Investment Advisory, Retirement, 401k, Life Insurance, Financial Planners, Marcellus Shale, Wealth, Financial Advisory, Series 7, Oil/Gas, Alternative Investments
Education
Creighton University's Heider College of Business 2012 — 2014
Master's Degree, Security Analysis & Portfolio Management
Washington and Jefferson College 2003 — 2007
Bachelor's Degree, Accounting
Charlotte Latin School 2000 — 2003
RetireRight Pittsburgh August 2013 - Present
Living Wealthy Advisors (H. Beck, Inc.) December 2011 - August 2013
PNC Investments December 2008 - December 2011
The Vanguard Group May 2007 - December 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Asset Allocation, Asset Managment, Investment Management, Investments, Estate Planning, Insurance, Employee Benefits, Mutual Funds, Financial Analysis, Portfolio Management, Investment Advisory, Retirement, 401k, Life Insurance, Financial Planners, Marcellus Shale, Wealth, Financial Advisory, Series 7, Oil/Gas, Alternative Investments
Education
Creighton University's Heider College of Business 2012 — 2014
Master's Degree, Security Analysis & Portfolio Management
Washington and Jefferson College 2003 — 2007
Bachelor's Degree, Accounting
Charlotte Latin School 2000 — 2003
Tamika Thomas's PNC Investments Experience June 2012 - May 2015
Job Internal Sales Consultant at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors, LLC May 2015 - Present
PNC Investments June 2012 - May 2015
Huntington National Bank January 2011 - June 2012
H&R Block October 2009 - April 2012
Eileen M. Burkhart & Co. January 2007 - January 2011
Skills
Employee Training, Microsoft Office
Education
Cleveland State University 2005 — 2008
BBA, Finance
Cuyahoga Community College 2013 — 2014
Associate's degree, Accounting
The University of Akron 2003 — 2005
Business Administration and Management, General
PNC Capital Advisors, LLC May 2015 - Present
PNC Investments June 2012 - May 2015
Huntington National Bank January 2011 - June 2012
H&R Block October 2009 - April 2012
Eileen M. Burkhart & Co. January 2007 - January 2011
Skills
Employee Training, Microsoft Office
Education
Cleveland State University 2005 — 2008
BBA, Finance
Cuyahoga Community College 2013 — 2014
Associate's degree, Accounting
The University of Akron 2003 — 2005
Business Administration and Management, General
Robert Cogliandro Robert Cogliandro's PNC Investments Experience February 2009 - July 2011
Job Independent Investor and Consultant
Industry Management Consulting
Experience
Agora Capital Holdings, LLC March 2013 - Present
PNC Investments February 2009 - July 2011
Bank of America September 2006 - February 2009
Merrill Lynch September 1999 - August 2006
Atacama Minerals Corporation March 1996 - December 1998
Calabrian Corporation June 1975 - May 1995
Skills
Private Equity, Finance, Start-ups, Venture Capital, Wealth Management, Derivatives, Management, Financial Services, Financial Advisory, Investments, Series 7, Portfolio Management, New Business Development, Financial Analysis, Microsoft Excel, Manufacturing, Capital Markets, Securities, Strategy, Business Strategy, Strategic Financial...
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1969 — 1973
Finance
Agora Capital Holdings, LLC March 2013 - Present
PNC Investments February 2009 - July 2011
Bank of America September 2006 - February 2009
Merrill Lynch September 1999 - August 2006
Atacama Minerals Corporation March 1996 - December 1998
Calabrian Corporation June 1975 - May 1995
Skills
Private Equity, Finance, Start-ups, Venture Capital, Wealth Management, Derivatives, Management, Financial Services, Financial Advisory, Investments, Series 7, Portfolio Management, New Business Development, Financial Analysis, Microsoft Excel, Manufacturing, Capital Markets, Securities, Strategy, Business Strategy, Strategic Financial...
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1969 — 1973
Finance
Jason Smoot's PNC Investments Experience 2011 - 2014
Job Officer, Associate Institutional Client Advisor at PNC Institutional Investment Group
Industry Financial Services
Experience
PNC Institutional Investment Group 2014 - Present
PNC Investments 2011 - 2014
keybank, fifth third bank 2006 - 2009
National City Bank 2000 - 2006
Prudential Financial 1997 - 2000
Zweig-Dimenna Associates 1995 - 1996
Merrill Lynch 1994 - 1995
Charlton Goin, Capital Management 1992 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Albright College 1988 — 1992
Bachelor of Science (BS), Politics & History
PNC Institutional Investment Group 2014 - Present
PNC Investments 2011 - 2014
keybank, fifth third bank 2006 - 2009
National City Bank 2000 - 2006
Prudential Financial 1997 - 2000
Zweig-Dimenna Associates 1995 - 1996
Merrill Lynch 1994 - 1995
Charlton Goin, Capital Management 1992 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Albright College 1988 — 1992
Bachelor of Science (BS), Politics & History
Elaine Aggazio's PNC Investments Experience 1999 - 2002
Job Operations & Maintenance Planner Bids at Bombardier Transportation
Industry Transportation/Trucking/Railroad
Experience
Bombardier Transportation June 2010 - Present
Bombardier Transportation December 2004 - June 2010
PNC Bank 2003 - 2004
PNC Investments 1999 - 2002
Skills
Continuous Improvement, Rail, SAP, Logistics, Transportation, Supply Chain, Project Management, Project Planning, Project Estimation, Project Finance
Education
Carlow College 2007 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.958
Bombardier Transportation June 2010 - Present
Bombardier Transportation December 2004 - June 2010
PNC Bank 2003 - 2004
PNC Investments 1999 - 2002
Skills
Continuous Improvement, Rail, SAP, Logistics, Transportation, Supply Chain, Project Management, Project Planning, Project Estimation, Project Finance
Education
Carlow College 2007 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.958
Angela Marie Vicario's PNC Investments Experience August 2009 - June 2010
Job Commercial Real Estate, Senior Credit Analyst at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank March 2014 - Present
Pittsburgh Paralegal Association 2013 - 2015
First Niagara Bank June 2010 - March 2014
PNC Investments August 2009 - June 2010
PNC - Real Estate Finance 2007 - 2009
PNC - Attorney Relations 2005 - 2007
National Real Estate Information Services 2003 - 2005
Skills
Loans, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Customer Service, Banking, Financial Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Real Estate, Loan Origination, Risk Management, Relationship Management, Title Insurance, Commercial Closings, Credit Analysis, Credit Risk, Leadership
Education
Point Park University 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Allen Kells School of Real Estate 2011 — 2011
Community College of Allegheny County 2005 — 2007
Associate of Science (AS), Paralegal Studies
Huntington National Bank March 2014 - Present
Pittsburgh Paralegal Association 2013 - 2015
First Niagara Bank June 2010 - March 2014
PNC Investments August 2009 - June 2010
PNC - Real Estate Finance 2007 - 2009
PNC - Attorney Relations 2005 - 2007
National Real Estate Information Services 2003 - 2005
Skills
Loans, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Customer Service, Banking, Financial Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Real Estate, Loan Origination, Risk Management, Relationship Management, Title Insurance, Commercial Closings, Credit Analysis, Credit Risk, Leadership
Education
Point Park University 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Allen Kells School of Real Estate 2011 — 2011
Community College of Allegheny County 2005 — 2007
Associate of Science (AS), Paralegal Studies
Bradley E. Jones, CFA, EA Bradley E. Jones, CFA, EA's PNC Investments Experience December 2013 - May 2015
Job Investment Analyst at Accelerant | Chartered Financial Analyst (CFA)
Industry Legal Services
Experience
Accelerant May 2015 - Present
PNC Investments December 2013 - May 2015
Coury Financial Group May 2010 - November 2012
Select Financial Group October 2006 - May 2010
Jackson Hewitt Tax Service January 2003 - October 2006
Skills
Chartered Financial..., Investments, Portfolio Management, Tax Preparation, Microsoft Excel, Due Diligence, Bloomberg, CRM, Mutual Funds, Hedge Funds, Microsoft Office, PowerPoint, Asset Management, Alternative Investments, Trading Systems, Insurance, Finance, Estate Planning, Retirement Planning, Wealth Management..., Trading, Junxure, Document Management, Investment Strategies, Asset Allocation, Wealth Management, Securities, Morningstar Office, Portfolio Center, Tamarac, eMoney Advisor, MoneyTree, Worldox, Behavioral Finance, IRS Enrolled Agent, Series 7, Tax, Series 24, Series 66, Bloomberg Essentials, Bloomberg Terminal, UltraTax, Turbo Tax, Variable Annuities, Access, Trello, Box, Slack, HubSpot, WordPress
Education
Clarion University of Pennsylvania 1993 — 2001
Bachelor of Science in Business Administration (BSBA), Finance
Greenville High School 1992 — 1996
Accelerant May 2015 - Present
PNC Investments December 2013 - May 2015
Coury Financial Group May 2010 - November 2012
Select Financial Group October 2006 - May 2010
Jackson Hewitt Tax Service January 2003 - October 2006
Skills
Chartered Financial..., Investments, Portfolio Management, Tax Preparation, Microsoft Excel, Due Diligence, Bloomberg, CRM, Mutual Funds, Hedge Funds, Microsoft Office, PowerPoint, Asset Management, Alternative Investments, Trading Systems, Insurance, Finance, Estate Planning, Retirement Planning, Wealth Management..., Trading, Junxure, Document Management, Investment Strategies, Asset Allocation, Wealth Management, Securities, Morningstar Office, Portfolio Center, Tamarac, eMoney Advisor, MoneyTree, Worldox, Behavioral Finance, IRS Enrolled Agent, Series 7, Tax, Series 24, Series 66, Bloomberg Essentials, Bloomberg Terminal, UltraTax, Turbo Tax, Variable Annuities, Access, Trello, Box, Slack, HubSpot, WordPress
Education
Clarion University of Pennsylvania 1993 — 2001
Bachelor of Science in Business Administration (BSBA), Finance
Greenville High School 1992 — 1996
Keith Piper Keith Piper's PNC Investments Experience August 2007 - February 2013
Job Relationship Manager at Equity Trust Company
Industry Financial Services
Experience
Equity Trust Company February 2013 - Present
PNC Investments August 2007 - February 2013
Natcity Investments Inc November 2004 - August 2007
Leslie's Poolmart, Inc. March 2002 - November 2004
Skills
Investments, Sales, Marketing
Education
Bowling Green State University 1998 — 2002
Communications, Marketing
Equity Trust Company February 2013 - Present
PNC Investments August 2007 - February 2013
Natcity Investments Inc November 2004 - August 2007
Leslie's Poolmart, Inc. March 2002 - November 2004
Skills
Investments, Sales, Marketing
Education
Bowling Green State University 1998 — 2002
Communications, Marketing
Fred Santana, CFP®'s PNC Investments Experience 2007 - Present
Job Results driven Investment Sales Executive
Industry Investment Management
Experience
PNC Investments 2007 - Present
Denarii Capital Mgt January 2006 - July 2007
Banc of America Investments April 1997 - March 2005
Skills
Sales Management, Sales, Investments, Sales Presentations, Leadership, Banking, Financial Services, Mutual Funds, Portfolio Management, Business Coaching, Finance, Series 7, Fixed Income, Alternative Investments, Management, Relationship Management, Residential Mortgages, Series 63, Uniform Combined State..., Risk Management, 401k, Equities, Wealth Management, Fixed Annuities, Series 6, Asset Management, Series 24, Mortgage Marketing
Education
City University of New York-Brooklyn College
Bachelor’s Degree, Communication and Media Studies
City University of New York-Herbert H. Lehman College
Financial Planning and Services
Cohen Brown Sales Management Training
Selling Skills and Sales Operations
PNC Investments 2007 - Present
Denarii Capital Mgt January 2006 - July 2007
Banc of America Investments April 1997 - March 2005
Skills
Sales Management, Sales, Investments, Sales Presentations, Leadership, Banking, Financial Services, Mutual Funds, Portfolio Management, Business Coaching, Finance, Series 7, Fixed Income, Alternative Investments, Management, Relationship Management, Residential Mortgages, Series 63, Uniform Combined State..., Risk Management, 401k, Equities, Wealth Management, Fixed Annuities, Series 6, Asset Management, Series 24, Mortgage Marketing
Education
City University of New York-Brooklyn College
Bachelor’s Degree, Communication and Media Studies
City University of New York-Herbert H. Lehman College
Financial Planning and Services
Cohen Brown Sales Management Training
Selling Skills and Sales Operations
Bruce Garber Bruce Garber's PNC Investments Experience March 2009 - November 2013
Job Compliance Professional
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Thomas M. Buynak, CFA Thomas M. Buynak, CFA's PNC Investments Experience March 2001 - Present
Job Senior Investment Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2001 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Management, Investment Advisory, Investment Strategies, Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Series 7, Strategic Financial..., Fixed Income, Banking, Hedge Funds, Securities, Capital Markets, Bloomberg
Education
Bowling Green State University
Master of Arts (M.A.), Economics
PNC Investments March 2001 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Equities, Asset Management, Investment Advisory, Investment Strategies, Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Series 7, Strategic Financial..., Fixed Income, Banking, Hedge Funds, Securities, Capital Markets, Bloomberg
Education
Bowling Green State University
Master of Arts (M.A.), Economics
Greg Corneille, CRPC® Greg Corneille, CRPC®'s PNC Investments Experience 2009 - February 2013
Job Investment Advisor at Axcel Capital Management, LLC
Industry Financial Services
Experience
Axcel Capital Management, LLC March 2013 - Present
Celebration Church at Monroe Street August 2014 - Present
PNC Investments 2009 - February 2013
Edward Jones September 2006 - November 2008
Maryland Army National Guard June 2006 - June 2008
U.S. Army May 2002 - June 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Investments, ETFs, Technical Analysis, Stock Market, Fixed Income, Bond Markets, Fundamental Analysis, Economic Indicators, Estate Planning, Investment Strategies, Series 63, Bonds, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, IRAs, Wealth Management..., Financial Advisory, Fixed Annuities, 401k, Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Hampton University 1998 — 2002
B.S., Finance
Axcel Capital Management, LLC March 2013 - Present
Celebration Church at Monroe Street August 2014 - Present
PNC Investments 2009 - February 2013
Edward Jones September 2006 - November 2008
Maryland Army National Guard June 2006 - June 2008
U.S. Army May 2002 - June 2006
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Investments, ETFs, Technical Analysis, Stock Market, Fixed Income, Bond Markets, Fundamental Analysis, Economic Indicators, Estate Planning, Investment Strategies, Series 63, Bonds, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Uniform Combined State..., Securities, IRAs, Wealth Management..., Financial Advisory, Fixed Annuities, 401k, Financial Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Hampton University 1998 — 2002
B.S., Finance
Dolores Alquist's PNC Investments Experience April 2010 - Present
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2010 - Present
Skills
Series 7, Sales Management, Uniform Combined State..., Wealth Management, Mutual Funds, Series 24, Series 53, Ohio Life and Health
Education
Bowling Green State University 1983 — 1987
Bachelor of Science
PNC Investments April 2010 - Present
Skills
Series 7, Sales Management, Uniform Combined State..., Wealth Management, Mutual Funds, Series 24, Series 53, Ohio Life and Health
Education
Bowling Green State University 1983 — 1987
Bachelor of Science
Brian D. James, CFP®'s PNC Investments Experience October 1997 - December 2010
Job Vice President, Client Experience Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2011 - Present
Stratos Wealth Partners December 2010 - December 2011
PNC Investments October 1997 - December 2010
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Insurance, Asset Managment, Securities, Financial Advisory, Strategy, Financial Services, Asset Management, Small Business, Wealth, Finance, Management, Financial Planning
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Ohio University 1992 — 1997
Bachelor, Finance, Marketing, International Business
St. Xavier High School 1988 — 1992
Fifth Third Bank November 2011 - Present
Stratos Wealth Partners December 2010 - December 2011
PNC Investments October 1997 - December 2010
Skills
Investments, Wealth Management, Strategic Financial..., Series 7, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Estate Planning, Insurance, Asset Managment, Securities, Financial Advisory, Strategy, Financial Services, Asset Management, Small Business, Wealth, Finance, Management, Financial Planning
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Ohio University 1992 — 1997
Bachelor, Finance, Marketing, International Business
St. Xavier High School 1988 — 1992
Terrence McCarthy's PNC Investments Experience October 2013 - Present
Job Vice President Market Director, PNC Institutional Investments
Industry Financial Services
Experience
PNC Investments October 2013 - Present
John Hancock Funds, LLC December 2007 - September 2013
John Hancock Funds, LLC October 2005 - December 2007
John Hancock Funds, LLC. January 2001 - October 2005
Fidelity Investments Institutional Services October 1998 - January 2001
Skills
Mutual Funds, Series 6, Selling, Leadership, Retirement, Management, Sales, Series 63, Sales Operations, Series 7, Coaching, Series 65, Separately Managed..., Series 24
Education
Boston College
Business Management, Business Administration and Management, General
PNC Investments October 2013 - Present
John Hancock Funds, LLC December 2007 - September 2013
John Hancock Funds, LLC October 2005 - December 2007
John Hancock Funds, LLC. January 2001 - October 2005
Fidelity Investments Institutional Services October 1998 - January 2001
Skills
Mutual Funds, Series 6, Selling, Leadership, Retirement, Management, Sales, Series 63, Sales Operations, Series 7, Coaching, Series 65, Separately Managed..., Series 24
Education
Boston College
Business Management, Business Administration and Management, General
John Alegnani's PNC Investments Experience 2010 - 2012
Job CoOwner @ SaveALot Food Stores
Industry Retail
Experience
Save-A-Lot January 2014 - Present
Save-A-Lot September 2013 - January 2014
PNC August 2012 - August 2013
PNC Investments 2010 - 2012
Merrill Lynch 2009 - 2010
Marketing Werks 2007 - 2009
Staffing Now 2007 - 2007
Summit Energy 2003 - 2007
ARM Financial Group 1998 - 2002
Skills
Finance, Financial Analysis, Valuation, Risk Management, Investments, Portfolio Management, Wealth Management, Loans, Banking, Mutual Funds, Mortgage Lending, Financial Services, Accounting, Analysis, Microsoft Excel, Insurance
Education
University of Louisville 2000 — 2002
MS, Sport Administration
Bellarmine University 1994 — 1998
BA, Business Administration
Save-A-Lot January 2014 - Present
Save-A-Lot September 2013 - January 2014
PNC August 2012 - August 2013
PNC Investments 2010 - 2012
Merrill Lynch 2009 - 2010
Marketing Werks 2007 - 2009
Staffing Now 2007 - 2007
Summit Energy 2003 - 2007
ARM Financial Group 1998 - 2002
Skills
Finance, Financial Analysis, Valuation, Risk Management, Investments, Portfolio Management, Wealth Management, Loans, Banking, Mutual Funds, Mortgage Lending, Financial Services, Accounting, Analysis, Microsoft Excel, Insurance
Education
University of Louisville 2000 — 2002
MS, Sport Administration
Bellarmine University 1994 — 1998
BA, Business Administration
Robert Brill, CFP® Robert Brill, CFP®'s PNC Investments Experience June 2011 - Present
Job Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
PNC Investments June 2011 - Present
The Family Heritage Trust Company 2007 - 2010
Morgan Stanley 2004 - 2007
Legg Mason 2001 - 2004
Education
Boston College
BA, Political Science and English
Teachers College of Columbia University
MA, Finance and Administration
Jay Peck Jay Peck's PNC Investments Experience January 2011 - February 2012
Job Sr. Associate Performance Governance, Risk and Compliance at PricewaterhouseCoopers, LLP
Industry Financial Services
Experience
PricewaterhouseCoopers, LLP April 2014 - Present
Navigant February 2012 - November 2013
PNC Investments January 2011 - February 2012
Morgan Stanley Smith Barney March 2009 - December 2010
JPMorgan Chase July 2008 - January 2009
Alabama State University 2003 - 2007
Skills
Risk Management, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Finance, Budgets, Training, Leadership, Strategy, Management, Managerial Finance, Marketing, Auditing, Analysis, Microsoft Office, Public Speaking, Customer Service
Education
Alabama State University 2003 — 2007
Bachelors, Business
PricewaterhouseCoopers, LLP April 2014 - Present
Navigant February 2012 - November 2013
PNC Investments January 2011 - February 2012
Morgan Stanley Smith Barney March 2009 - December 2010
JPMorgan Chase July 2008 - January 2009
Alabama State University 2003 - 2007
Skills
Risk Management, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Finance, Budgets, Training, Leadership, Strategy, Management, Managerial Finance, Marketing, Auditing, Analysis, Microsoft Office, Public Speaking, Customer Service
Education
Alabama State University 2003 — 2007
Bachelors, Business
Kimberly Rosa Kimberly Rosa's PNC Investments Experience May 2014 - Present
Job Office Administrator at JPMorgan Chase
Industry Investment Banking
Experience
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
Sean Stamper MBA Sean Stamper MBA's PNC Investments Experience October 2012 - Present
Job Sr. Compliance Associate at PNC Investments
Industry Investment Management
Experience
PNC Investments October 2012 - Present
New York Life Insurance Company July 2011 - October 2012
Skills
Retirement Planning, Excel, Term Life Insurance, Whole Life, Estate Planning, Series 7, Annuities, Mutual Funds, Business Communications, Pensions, tax diversification, Compliance, Testing, SharePoint, Streetscape, Surveillance, Complaint Management, Complaint Investigations, Series 24, Securities Regulation, Regulatory Interactions
Education
Cleveland State University 2015 — 2016
Business Analytics Graduate Certificate Program, Business Analytics
Cleveland State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
St. Ignatius H.S. 2003 — 2007
PNC Investments October 2012 - Present
New York Life Insurance Company July 2011 - October 2012
Skills
Retirement Planning, Excel, Term Life Insurance, Whole Life, Estate Planning, Series 7, Annuities, Mutual Funds, Business Communications, Pensions, tax diversification, Compliance, Testing, SharePoint, Streetscape, Surveillance, Complaint Management, Complaint Investigations, Series 24, Securities Regulation, Regulatory Interactions
Education
Cleveland State University 2015 — 2016
Business Analytics Graduate Certificate Program, Business Analytics
Cleveland State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
St. Ignatius H.S. 2003 — 2007
Maurice Miller Jr. CFP® Maurice Miller Jr. CFP®'s PNC Investments Experience November 2009 - December 2010
Job Metro Detroit Wealth Advisor, Strategic Financial Planner, Retirement Planner, Insurance Pro, Investments, 401(K) Mgt
Industry Financial Services
Experience
Redwood Financial Network April 2015 - Present
Charter One Bank January 2011 - April 2015
PNC Investments November 2009 - December 2010
National City Bank March 2008 - October 2009
National City Bank May 2005 - March 2008
Skills
Strategic Financial..., Investments, Investment Strategies, Retirement, Series 7, Financial Analysis, Fixed Annuities, Retirement Planning, Wealth Management, Portfolio Management, Banking, Loans, Estate Planning, Credit, Mutual Funds, Bonds, ETFs, Stocks, Income, Securities, Asset Allocation, Asset Managment, Life Insurance, Disability Insurance, Managed Money, Structured Notes, Variable Annuities, IRAs, Long-term Care, 401k Rollovers, Roth IRA, Certified Financial..., Buy-sell Agreements, Pensions, Irrevocable Life..., Equity Indexed Annuities, Asset Management, Financial Planning, Finance, Financial Services
Education
Oakland University 2011 — 2013
CFP Program, CFP Program
Bowling Green State University 2002 — 2005
BSBA, Finance, General
Cleveland State University 2001 — 2002
N/A, Finance
Redwood Financial Network April 2015 - Present
Charter One Bank January 2011 - April 2015
PNC Investments November 2009 - December 2010
National City Bank March 2008 - October 2009
National City Bank May 2005 - March 2008
Skills
Strategic Financial..., Investments, Investment Strategies, Retirement, Series 7, Financial Analysis, Fixed Annuities, Retirement Planning, Wealth Management, Portfolio Management, Banking, Loans, Estate Planning, Credit, Mutual Funds, Bonds, ETFs, Stocks, Income, Securities, Asset Allocation, Asset Managment, Life Insurance, Disability Insurance, Managed Money, Structured Notes, Variable Annuities, IRAs, Long-term Care, 401k Rollovers, Roth IRA, Certified Financial..., Buy-sell Agreements, Pensions, Irrevocable Life..., Equity Indexed Annuities, Asset Management, Financial Planning, Finance, Financial Services
Education
Oakland University 2011 — 2013
CFP Program, CFP Program
Bowling Green State University 2002 — 2005
BSBA, Finance, General
Cleveland State University 2001 — 2002
N/A, Finance
Keith Clapacs's PNC Investments Experience April 2013 - January 2015
Job Financial Advisor at Skoda Minotti
Industry Investment Management
Experience
Berkshire High School April 2013 - Present
Skoda Minotti January 2015 - Present
PNC Investments April 2013 - January 2015
Merrill Lynch October 2011 - April 2013
Hawken School November 2005 - April 2013
Skills
Strategic Planning, Customer Service, Sales, Public Speaking, Fundraising, Event Management, Leadership, Team Building
Education
Allegheny College
Hawken School
St Felicitas
Berkshire High School April 2013 - Present
Skoda Minotti January 2015 - Present
PNC Investments April 2013 - January 2015
Merrill Lynch October 2011 - April 2013
Hawken School November 2005 - April 2013
Skills
Strategic Planning, Customer Service, Sales, Public Speaking, Fundraising, Event Management, Leadership, Team Building
Education
Allegheny College
Hawken School
St Felicitas
Chaz Price's PNC Investments Experience June 2010 - April 2013
Job Managing Director Financial Advisor
Industry Financial Services
Experience
Garrison Financial, LLC is independent of Raymond James Financial Services, Inc. April 2013 - Present
PNC Investments June 2010 - April 2013
National City Bank December 2003 - June 2010
Skills
Portfolio Management, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Fixed Income, Financial Planning, ETFs, Separately Managed..., World Class Customer..., Fixed Income Strategies, Mutual Fund, ETF, Seperately Managed...
Education
University of Toledo 2001 — 2005
Masters of Business Administration, Entrepreneurial Studies
Bowling Green State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Perkins
Perkins
Garrison Financial, LLC is independent of Raymond James Financial Services, Inc. April 2013 - Present
PNC Investments June 2010 - April 2013
National City Bank December 2003 - June 2010
Skills
Portfolio Management, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Fixed Income, Financial Planning, ETFs, Separately Managed..., World Class Customer..., Fixed Income Strategies, Mutual Fund, ETF, Seperately Managed...
Education
University of Toledo 2001 — 2005
Masters of Business Administration, Entrepreneurial Studies
Bowling Green State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Perkins
Perkins
Michael S. Schiff, J.D., TEP Michael S. Schiff, J.D., TEP's PNC Investments Experience August 2000 - October 2004
Job Business Development Manager at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
The Glenmede Trust Company, N.A. April 2012 - Present
Amicorp Services Ltd. September 2011 - March 2012
PNC Wealth Management September 2009 - September 2011
Lane Bridgers Wealth Management Group May 2009 - September 2009
US Trust March 2007 - November 2008
BNY Mellon November 2004 - March 2007
PNC Investments August 2000 - October 2004
Prudential Securities November 1996 - August 2000
Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D., Law
University at Albany, SUNY 1981 — 1985
B.A., Major in History/Minor in Business
Pat Geyer's PNC Investments Experience June 2011 - Present
Job Vice President, Director of Wealth Managment Client Solutions at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
PNC Investments June 2011 - Present
Lender Processing Services, Inc. (LPS) November 2010 - June 2011
Federal Reserve Bank of Cleveland May 1995 - September 2010
Micro Center 1991 - 1995
The Robertson Company May 1991 - August 1991
Skills
Process Improvement, Banking, Leadership, Business Analysis, SDLC, Risk Management, Training, Project Management, Strategy, Visio, Human Resources, Business Process..., Management, Software Documentation, Vendor Management, Sales, Financial Services
Education
Baldwin Wallace University 1999 — 2001
MBA, Business
The Ohio State University 1987 — 1990
Bachelor's Degree, Journalism
South High School 1983 — 1987
HS, College Preparatory
PNC June 2015 - Present
PNC Investments June 2011 - Present
Lender Processing Services, Inc. (LPS) November 2010 - June 2011
Federal Reserve Bank of Cleveland May 1995 - September 2010
Micro Center 1991 - 1995
The Robertson Company May 1991 - August 1991
Skills
Process Improvement, Banking, Leadership, Business Analysis, SDLC, Risk Management, Training, Project Management, Strategy, Visio, Human Resources, Business Process..., Management, Software Documentation, Vendor Management, Sales, Financial Services
Education
Baldwin Wallace University 1999 — 2001
MBA, Business
The Ohio State University 1987 — 1990
Bachelor's Degree, Journalism
South High School 1983 — 1987
HS, College Preparatory
Brent Paddock's PNC Investments Experience 2003 - Present
Job Financial Consultant at PNC Investments
Industry Financial Services
Experience
PNC Investments 2003 - Present
Young Audiences of Indiana 2003 - Present
Education
Ball State University 1986 — 1991
Ball State University - College of Business 1986 — 1991
Ball State University 1985 — 1991
PNC Investments 2003 - Present
Young Audiences of Indiana 2003 - Present
Education
Ball State University 1986 — 1991
Ball State University - College of Business 1986 — 1991
Ball State University 1985 — 1991
Jonathan Moyer, CFP®'s PNC Investments Experience January 2013 - October 2014
Job Financial Advisor at Aviso Financial
Industry Financial Services
Experience
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Aviso Financial, LLC May 2015 - Present
First Niagara Bank October 2014 - May 2015
PNC Investments January 2013 - October 2014
VALIC July 2011 - January 2013
MFB Wealth Management, Inc. September 2010 - July 2011
Univest National Bank & Trust Co. July 2006 - August 2010
Canon Capital Management Group, LLC June 2002 - July 2006
The Niemeyer Group, Inc. November 2000 - June 2002
XL Insurance August 1995 - November 2000
Skills
Financial Planners, Wealth, Asset Management, Series 7, Small Business, Investment Strategies, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Personal Finance, 401k, Investment Advisory, Securities, Risk Management, Portfolio Management, Certified Financial..., Financial Services, Personal Financial..., Investment Management, Wealth Management, Finance, Strategic Financial..., Financial Planning
Education
University of California, Irvine 2008 — 2008
FPA Residency Program
College for Financial Planning 1996 — 2004
CFP Certification Professional Education Program
University of Pittsburgh 2002 — 2002
Center for Fiduciary Studies Accredited Investment Fiduciary(TM) Program
Duke University 1986 — 1988
Master's, Forestry, Resource Ecology
Bridgewater College 1982 — 1986
B.S., Biology
Pennridge High School 1979 — 1982
Leon Hodkey's PNC Investments Experience August 2010 - Present
Job Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2010 - Present
ValMark Securities August 2008 - August 2010
KeyBanc Capital Markets Inc. March 1994 - August 2008
McDonald Investments Inc. March 1999 - September 2007
Gradison Asset Management November 1997 - March 1999
McDonald & Company Securities Inc. 1994 - 1998
Skills
Customer Service, Microsoft Excel, Securities, Portfolio Management, Financial Services, Mutual Funds, Asset Managment, Risk Management, Investments, Asset Management, Project Management, Banking, Retirement Planning, Equities, Wealth Management, Fixed Income, Finance, Credit
Education
Cleveland State University - Nance College of Business Administration 2006 — 2007
M.B.A., Business Management
Cleveland State University 1988 — 1992
B.A., Economics, Political Science
PNC Investments August 2010 - Present
ValMark Securities August 2008 - August 2010
KeyBanc Capital Markets Inc. March 1994 - August 2008
McDonald Investments Inc. March 1999 - September 2007
Gradison Asset Management November 1997 - March 1999
McDonald & Company Securities Inc. 1994 - 1998
Skills
Customer Service, Microsoft Excel, Securities, Portfolio Management, Financial Services, Mutual Funds, Asset Managment, Risk Management, Investments, Asset Management, Project Management, Banking, Retirement Planning, Equities, Wealth Management, Fixed Income, Finance, Credit
Education
Cleveland State University - Nance College of Business Administration 2006 — 2007
M.B.A., Business Management
Cleveland State University 1988 — 1992
B.A., Economics, Political Science
Jonathan Sears, VP's PNC Investments Experience 2014 - 2014
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Investment Management
Experience
J.P Morgan Chase Bank, N.A.. 2015 - Present
PNC Bank, N.A. 2011 - August 2014
PNC Investments 2014 - 2014
PNC Bank/ PNC Investments June 2010 - March 2011
National City Bank/ NatCity Investments October 2007 - June 2010
Education
College for Financial Planning 2010 — 2013
Master of Science (MS), Financial Planning
North Central College 2006 — 2008
MBA, Finance, Strategic Management
Southern Illinois University, Carbondale 1996 — 2001
B.A., Psychology
J.P Morgan Chase Bank, N.A.. 2015 - Present
PNC Bank, N.A. 2011 - August 2014
PNC Investments 2014 - 2014
PNC Bank/ PNC Investments June 2010 - March 2011
National City Bank/ NatCity Investments October 2007 - June 2010
Education
College for Financial Planning 2010 — 2013
Master of Science (MS), Financial Planning
North Central College 2006 — 2008
MBA, Finance, Strategic Management
Southern Illinois University, Carbondale 1996 — 2001
B.A., Psychology
Marc Winstead's PNC Investments Experience October 2013 - Present
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments October 2013 - Present
Fidelity Investments April 2012 - October 2013
Fidelity Investments August 2011 - April 2012
Fidelity Investments May 2010 - July 2011
Fidelity Investments November 2007 - May 2010
Wachovia Bank November 2005 - October 2007
The University of North Carolina at Greensboro August 1999 - October 2005
Education
Appalachian State University 1993 — 1999
BS, Communication
PNC Investments October 2013 - Present
Fidelity Investments April 2012 - October 2013
Fidelity Investments August 2011 - April 2012
Fidelity Investments May 2010 - July 2011
Fidelity Investments November 2007 - May 2010
Wachovia Bank November 2005 - October 2007
The University of North Carolina at Greensboro August 1999 - October 2005
Education
Appalachian State University 1993 — 1999
BS, Communication
Jeffrey Boardman's PNC Investments Experience January 2010 - Present
Job Product Manager, Vice President at PNC Investments
Industry Investment Management
Experience
PNC Investments January 2010 - Present
NATIONAL CITY BANK, Private Client Group January 2008 - September 2009
National City Bank June 2004 - January 2008
KeyBanc Capital Markets February 2003 - June 2004
KeyBanc Capital Markets April 2000 - February 2003
Skills
Asset Allocation, Mutual Funds, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Due Diligence, ETFs, Institutional..., Alternative Investments, Asset Managment, Equities, Wealth Management, Quantitative Analytics, Investment Advisory, Securities, Capital Markets
Education
John Carroll University 2001 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1995 — 1998
Bachelor of Arts, Political Science/Finance
Brush High School 1987 — 1991
High School, High School
PNC Investments January 2010 - Present
NATIONAL CITY BANK, Private Client Group January 2008 - September 2009
National City Bank June 2004 - January 2008
KeyBanc Capital Markets February 2003 - June 2004
KeyBanc Capital Markets April 2000 - February 2003
Skills
Asset Allocation, Mutual Funds, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Due Diligence, ETFs, Institutional..., Alternative Investments, Asset Managment, Equities, Wealth Management, Quantitative Analytics, Investment Advisory, Securities, Capital Markets
Education
John Carroll University 2001 — 2004
Master of Business Administration (M.B.A.)
Cleveland State University 1995 — 1998
Bachelor of Arts, Political Science/Finance
Brush High School 1987 — 1991
High School, High School
Kevin Dudka, J.D.'s PNC Investments Experience November 2013 - Present
Job V.P. Regional Sales Manager
Industry Financial Services
Experience
PNC Investments November 2013 - Present
PNC January 2013 - November 2013
The Hartford August 2011 - January 2013
AXA Advisors February 2011 - August 2011
Principal Financial Group February 2007 - January 2011
Skills
Series 7, Series 63, Retirement, Life Insurance, Investments, Wealth Management, Insurance, Long-term Care, Estate Planning, Recruiting, Succession Planning, Sales Management, Series 24, Retirement Planning, Disability Insurance, Financial Services, Securities, FINRA, Series 65, Life
Education
Thomas M. Cooley Law School 1993 — 1996
Doctor of Law (J.D.)
Aquinas College 1989 — 1993
PNC Investments November 2013 - Present
PNC January 2013 - November 2013
The Hartford August 2011 - January 2013
AXA Advisors February 2011 - August 2011
Principal Financial Group February 2007 - January 2011
Skills
Series 7, Series 63, Retirement, Life Insurance, Investments, Wealth Management, Insurance, Long-term Care, Estate Planning, Recruiting, Succession Planning, Sales Management, Series 24, Retirement Planning, Disability Insurance, Financial Services, Securities, FINRA, Series 65, Life
Education
Thomas M. Cooley Law School 1993 — 1996
Doctor of Law (J.D.)
Aquinas College 1989 — 1993
Erin O'Connell-Morse's PNC Investments Experience January 2012 - August 2013
Job Sr. Business System Analyst at PNC
Industry Banking
Experience
PNC August 2013 - Present
PNC Investments January 2012 - August 2013
KeyBank February 2008 - June 2011
Key Bank June 2006 - February 2008
Key Bank December 2004 - June 2006
McDonald Investments 1998 - 2004
Skills
Process Improvement, Product Innovation, Training, Banking, Business Analysis, Portfolio Management, Strategic Planning, Business Strategy, Project Management, Cross-functional Team..., Customer Satisfaction, Employee Training, Call Centers, Vendor Management
Education
Capital University 1998 — 2002
Bachelor of Arts (B.A.), Training and Development Management
University of Cincinnati 1987 — 1989
Art History
PNC August 2013 - Present
PNC Investments January 2012 - August 2013
KeyBank February 2008 - June 2011
Key Bank June 2006 - February 2008
Key Bank December 2004 - June 2006
McDonald Investments 1998 - 2004
Skills
Process Improvement, Product Innovation, Training, Banking, Business Analysis, Portfolio Management, Strategic Planning, Business Strategy, Project Management, Cross-functional Team..., Customer Satisfaction, Employee Training, Call Centers, Vendor Management
Education
Capital University 1998 — 2002
Bachelor of Arts (B.A.), Training and Development Management
University of Cincinnati 1987 — 1989
Art History
Susan Locke's PNC Investments Experience November 2011 - Present
Job Retired
Industry Banking
Experience
PNC Investments November 2011 - Present
Retired 2013 - 2013
KeyBank National Association 1981 - November 2011
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD, Law
Bryn Mawr College 1966 — 1970
B.A. Cum Laude, American History
PNC Investments November 2011 - Present
Retired 2013 - 2013
KeyBank National Association 1981 - November 2011
Education
Temple University - James E. Beasley School of Law 1971 — 1974
JD, Law
Bryn Mawr College 1966 — 1970
B.A. Cum Laude, American History
David Gilliand's PNC Investments Experience 1985 - 1993
Job Managing Director Head of Special Situations at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Chase Classen's PNC Investments Experience September 2009 - August 2012
Job Wealth Management Sales
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
PNC Investments September 2009 - August 2012
Merrill Lynch. April 2008 - May 2009
Education
Boston University 2003 — 2007
BS, Finance
PNC Wealth Management August 2012 - Present
PNC Investments September 2009 - August 2012
Merrill Lynch. April 2008 - May 2009
Education
Boston University 2003 — 2007
BS, Finance
Michael Morehouse's PNC Investments Experience April 2013 - Present
Job Financial Consultant Associate
Industry Investment Management
Experience
PNC Investments April 2013 - Present
Lightspeed Trading February 2008 - February 2012
Lightspeed Professional Trading 2008 - February 2012
Education
Central Michigan University 1999 — 2005
bs, theatre
Ashland University 1997 — 2003
theatre
Ashland University 1997 — 2002
PNC Investments April 2013 - Present
Lightspeed Trading February 2008 - February 2012
Lightspeed Professional Trading 2008 - February 2012
Education
Central Michigan University 1999 — 2005
bs, theatre
Ashland University 1997 — 2003
theatre
Ashland University 1997 — 2002
Carole Burns's PNC Investments Experience May 2011 - August 2014
Job Regional Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors August 2014 - Present
PNC Investments May 2011 - August 2014
PNC Capital Advisors May 2007 - May 2011
Victory Capital Management 1996 - 2007
Sun Newspapers 1989 - 1996
Skills
CRM, Product Management, Series 7, Securities, Sales Management, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Relationship Management, Investments, Mutual Funds, Asset Managment, Trading, Strategic Financial...
Education
Baldwin-Wallace College 2007 — 2012
MBA, Business Systems
Baldwin Wallace University 1996 — 2000
BA, Business
PNC Capital Advisors August 2014 - Present
PNC Investments May 2011 - August 2014
PNC Capital Advisors May 2007 - May 2011
Victory Capital Management 1996 - 2007
Sun Newspapers 1989 - 1996
Skills
CRM, Product Management, Series 7, Securities, Sales Management, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Relationship Management, Investments, Mutual Funds, Asset Managment, Trading, Strategic Financial...
Education
Baldwin-Wallace College 2007 — 2012
MBA, Business Systems
Baldwin Wallace University 1996 — 2000
BA, Business
Jay O'Malley's PNC Investments Experience March 2006 - July 2009
Job Vice President, Sr. Financial Advisor with The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
The Huntington Investment Company July 2009 - Present
PNC Investments March 2006 - July 2009
JP Morgan Chase December 2003 - March 2006
Morgan Stanley Smith Barney April 2001 - December 2003
Skills
Mutual Funds, Managed Money, stocks, Bonds, Municipal Bonds, Options, 401k, Employee Stock Options, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Indexed Annuities, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Financial Advisory, Portfolio Management
Education
Bowling Green State University 1996 — 2000
Bowling Green State University 1996 — 2000
Benita Smith's PNC Investments Experience July 2014 - Present
Job Training and Communications at PNC Investments
Industry Banking
Experience
PNC Investments July 2014 - Present
PNC Investments May 1997 - July 2014
Skills
Asset Allocation, Portfolio Management, Banking, Customer Service, Securities, Investments, Wealth Management, Asset Management, Microsoft Office, Finance, Microsoft Excel, Equities, Microsoft Word, Bloomberg, Access, PowerPoint, Data Analysis, Investment Strategies, Tutoring, Time Management, Asset Managment, Mentoring, Consulting, Training & Development
Education
BGSU 1991 — 1994
Bachelor's Degree, Business Administration and Management, General
Baldwin-Wallace College 1989 — 1991
Accounting
PNC Investments July 2014 - Present
PNC Investments May 1997 - July 2014
Skills
Asset Allocation, Portfolio Management, Banking, Customer Service, Securities, Investments, Wealth Management, Asset Management, Microsoft Office, Finance, Microsoft Excel, Equities, Microsoft Word, Bloomberg, Access, PowerPoint, Data Analysis, Investment Strategies, Tutoring, Time Management, Asset Managment, Mentoring, Consulting, Training & Development
Education
BGSU 1991 — 1994
Bachelor's Degree, Business Administration and Management, General
Baldwin-Wallace College 1989 — 1991
Accounting
Yonas Abebe's PNC Investments Experience June 2011 - October 2012
Job Bar and Beverage Manager
Industry Hospitality
Experience
Teddy and the Bully Bar June 2013 - Present
Café Asia August 2005 - December 2013
PNC Investments June 2011 - October 2012
Skills
International Relations, Research, Microsoft Office, Nonprofits, Social Media, English, Politics, Management, Inventory Management, Cost Control, Cost Management, Employee Relations, Employee Training, Employee Engagement, Job Scheduling, Supply Ordering, Restaurant Management, New Restaurant Openings, Sales Promotion, Website Promotion, Social Media Marketing, Overseas Experience
Education
American International School/ Dhaka, Bangladesh
Bridgewater College
Bachelors of Arts, International Relations
Teddy and the Bully Bar June 2013 - Present
Café Asia August 2005 - December 2013
PNC Investments June 2011 - October 2012
Skills
International Relations, Research, Microsoft Office, Nonprofits, Social Media, English, Politics, Management, Inventory Management, Cost Control, Cost Management, Employee Relations, Employee Training, Employee Engagement, Job Scheduling, Supply Ordering, Restaurant Management, New Restaurant Openings, Sales Promotion, Website Promotion, Social Media Marketing, Overseas Experience
Education
American International School/ Dhaka, Bangladesh
Bridgewater College
Bachelors of Arts, International Relations
Gary Kamiel's PNC Investments Experience July 2005 - April 2007
Job Vice President Investments at Wells Fargo/Wachovia Securities
Industry Financial Services
Experience
Wells Fargo/Wachovia Securities April 2007 - Present
PNC Investments July 2005 - April 2007
Education
Baruch College, City University of New York (CUNY)
BA, Business Administration
Wells Fargo/Wachovia Securities April 2007 - Present
PNC Investments July 2005 - April 2007
Education
Baruch College, City University of New York (CUNY)
BA, Business Administration
Judith Clark's PNC Investments Experience 2013 - Present
Job President, JKL DESIGNS
Industry Wholesale
Experience
PNC Investments 2013 - Present
JKL DESIGNS 2005 - Present
Morgan Stanley Smith Barney 2009 - May 2012
Glitterwrap 2004 - 2008
Skills
Public Relations, B2B, Advertising, Team Building, Product Development, Strategic Planning, Project Management, Account Management, Marketing Strategy, New Business Development, Sales, Business Strategy
Education
Appalachian State University
MA
Lenoir-Rhyne University
Bachelor of Arts (B.A.)
PNC Investments 2013 - Present
JKL DESIGNS 2005 - Present
Morgan Stanley Smith Barney 2009 - May 2012
Glitterwrap 2004 - 2008
Skills
Public Relations, B2B, Advertising, Team Building, Product Development, Strategic Planning, Project Management, Account Management, Marketing Strategy, New Business Development, Sales, Business Strategy
Education
Appalachian State University
MA
Lenoir-Rhyne University
Bachelor of Arts (B.A.)
Valerie McWilliams's PNC Investments Experience June 2009 - Present
Job Licensed Financial Sales Consultant at Pnc investments
Industry Financial Services
Experience
Pnc investments June 2009 - Present
First Investors Corporation February 2009 - April 2011
Edward Jones May 2008 - February 2009
University Directories 2007 - 2007
Education
Ball State University - College of Business 2004 — 2008
Bachelor of Arts, Marketing, Psychology
Pnc investments June 2009 - Present
First Investors Corporation February 2009 - April 2011
Edward Jones May 2008 - February 2009
University Directories 2007 - 2007
Education
Ball State University - College of Business 2004 — 2008
Bachelor of Arts, Marketing, Psychology
Kevin Bales, CFA's PNC Investments Experience October 2010 - June 2012
Job Director, Research Analyst at Hartland & Co.
Industry Investment Management
Experience
Hartland & Co. June 2012 - Present
PNC Investments October 2010 - June 2012
PNC Capital Advisors April 2006 - October 2010
Skills
Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Financial Analysis
Education
John Carroll University 2006 — 2009
MBA, Finance
Cleveland State University 2001 — 2006
BA, Finance
CFA Charterholder
Hartland & Co. June 2012 - Present
PNC Investments October 2010 - June 2012
PNC Capital Advisors April 2006 - October 2010
Skills
Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Investment Management, Financial Analysis
Education
John Carroll University 2006 — 2009
MBA, Finance
Cleveland State University 2001 — 2006
BA, Finance
CFA Charterholder
Eli Djukic's PNC Investments Experience April 2013 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2013 - Present
Edward Jones June 2009 - April 2013
Univar 1995 - 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Equities
Education
Cleveland State University 1990 — 1995
BA, Communication
Parma Sr High
PNC Investments April 2013 - Present
Edward Jones June 2009 - April 2013
Univar 1995 - 2007
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Equities
Education
Cleveland State University 1990 — 1995
BA, Communication
Parma Sr High
Martha Lulovics's PNC Investments Experience June 2011 - Present
Job Operations Associate – New Accounts at PNC Investments
Industry Banking
Experience
PNC Investments June 2011 - Present
PNC Investments January 2011 - June 2011
Key Corporation December 2004 - February 2008
Key Corporation August 2002 - February 2004
Key Corporation August 1998 - August 2002
Key Corporation August 1997 - August 1998
National City Corporation October 1993 - August 1997
National City Corporation August 1991 - October 1993
Skills
Accounting, Accounts Payable, General Ledger, Process Improvement, Budgets, Account Reconciliation, Software Documentation, Finance, Financial Analysis, Loans
Education
Baldwin Wallace University 1988 — 1993
BA, Business Administration
PNC Investments June 2011 - Present
PNC Investments January 2011 - June 2011
Key Corporation December 2004 - February 2008
Key Corporation August 2002 - February 2004
Key Corporation August 1998 - August 2002
Key Corporation August 1997 - August 1998
National City Corporation October 1993 - August 1997
National City Corporation August 1991 - October 1993
Skills
Accounting, Accounts Payable, General Ledger, Process Improvement, Budgets, Account Reconciliation, Software Documentation, Finance, Financial Analysis, Loans
Education
Baldwin Wallace University 1988 — 1993
BA, Business Administration
Chris DeHoag's PNC Investments Experience June 2001 - March 2006
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2006 - Present
PNC Investments June 2001 - March 2006
Education
University of Louisville 2002 — 2008
MBA, Business
Centre College 1996 — 2000
BS, Economics
AXA Advisors March 2006 - Present
PNC Investments June 2001 - March 2006
Education
University of Louisville 2002 — 2008
MBA, Business
Centre College 1996 — 2000
BS, Economics
Fatima Alves's PNC Investments Experience January 2007 - October 2009
Job Coder Validator at The Miriam Hospital at Women's Medicine Collaborative
Industry Financial Services
Experience
The Miriam Hospital at Women's Medicine Collaborative May 2013 - Present
Visiting Nurse Home Care September 2012 - May 2013
BT February 2011 - August 2012
BT PROFESSIONAL SERVICES January 2011 - January 2012
PNC Investments January 2007 - October 2009
PNC GLOBAL INVESTMENTS SERVICING January 2007 - January 2009
Putnam Investments September 1998 - January 2007
Putnam Investments January 1998 - January 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., 401k, Financial Planners, Account Reconciliation, Accounting, Series 7, Investments, Accounts Payable, Series 63, Financial Reporting, Banking
Education
Lincoln Technical Institute-Lincoln 2011 — 2012
Medical Coding and Billing, 4.0
Lincoln Technical Institute
Diploma, Medical Coding and Billing
Dean College 2004 — 2006
Associated, Business Administration
Dean College
A.S, Business
Community College of Rhode Island
A.S, Business Administration
The Miriam Hospital at Women's Medicine Collaborative May 2013 - Present
Visiting Nurse Home Care September 2012 - May 2013
BT February 2011 - August 2012
BT PROFESSIONAL SERVICES January 2011 - January 2012
PNC Investments January 2007 - October 2009
PNC GLOBAL INVESTMENTS SERVICING January 2007 - January 2009
Putnam Investments September 1998 - January 2007
Putnam Investments January 1998 - January 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., 401k, Financial Planners, Account Reconciliation, Accounting, Series 7, Investments, Accounts Payable, Series 63, Financial Reporting, Banking
Education
Lincoln Technical Institute-Lincoln 2011 — 2012
Medical Coding and Billing, 4.0
Lincoln Technical Institute
Diploma, Medical Coding and Billing
Dean College 2004 — 2006
Associated, Business Administration
Dean College
A.S, Business
Community College of Rhode Island
A.S, Business Administration
Nick Peregoy's PNC Investments Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments September 2010 - Present
Merrill Lynch September 2008 - September 2010
Wells Fargo June 2005 - September 2008
Education
Bellarmine University 2014 — 2015
University of Southern Indiana 2000 — 2005
bachelor, Finance
Harlaxton College 2001 — 2001
International/Global Studies
PNC Investments September 2010 - Present
Merrill Lynch September 2008 - September 2010
Wells Fargo June 2005 - September 2008
Education
Bellarmine University 2014 — 2015
University of Southern Indiana 2000 — 2005
bachelor, Finance
Harlaxton College 2001 — 2001
International/Global Studies
Dustin Buurma's PNC Investments Experience April 2007 - July 2010
Job Crop and Field Managment at Buurma Farms, Inc. (Michigan)
Industry Farming
Experience
Buurma Farms, Inc. (Michigan) July 2012 - Present
Buurma Farms Georgia, LLC August 2010 - June 2012
PNC Investments April 2007 - July 2010
Skills
Sales, Management, Farms, Time Management, Team Building
Education
Michigan State University 2003 — 2006
B/A in General Business Administration - Pre-law, Business Administration and Management, General, 3.3
Central Michigan University 2002 — 2003
Undeclared, General Studies, 3.5
Buurma Farms, Inc. (Michigan) July 2012 - Present
Buurma Farms Georgia, LLC August 2010 - June 2012
PNC Investments April 2007 - July 2010
Skills
Sales, Management, Farms, Time Management, Team Building
Education
Michigan State University 2003 — 2006
B/A in General Business Administration - Pre-law, Business Administration and Management, General, 3.3
Central Michigan University 2002 — 2003
Undeclared, General Studies, 3.5
Nichole Sturgis's PNC Investments Experience September 2007 - January 2011
Job Personal Banker II
Industry Financial Services
Experience
Fifth Third Bank February 2015 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
Ross Medical Education Center 2012 - 2013
PNC Bank, Wealth Management Group January 2011 - December 2012
PNC Investments September 2007 - January 2011
PNC BANK June 2001 - September 2007
Eckerd Drugs January 2001 - October 2003
Education
Cornerstone University 2009 — 2011
Bachelors, Business Administration
Art Institute of Pittsburgh 2001 — 2002
Associate of Science (AS), Photography
Davison High School 1995 — 2000
Diploma
Fifth Third Bank February 2015 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
Ross Medical Education Center 2012 - 2013
PNC Bank, Wealth Management Group January 2011 - December 2012
PNC Investments September 2007 - January 2011
PNC BANK June 2001 - September 2007
Eckerd Drugs January 2001 - October 2003
Education
Cornerstone University 2009 — 2011
Bachelors, Business Administration
Art Institute of Pittsburgh 2001 — 2002
Associate of Science (AS), Photography
Davison High School 1995 — 2000
Diploma
Krista Margliotti's PNC Investments Experience October 2008 - October 2010
Job AML Investigator/Senior Compliance Analyst at PNC Bank
Industry Financial Services
Experience
PNC Bank October 2010 - Present
Steel City Angels March 2009 - Present
Grand Brew June 2013 - October 2013
Cafe Cravings October 2009 - October 2010
PNC Investments October 2008 - October 2010
Michelle's Cafe July 2005 - May 2007
Skills
Credit, AML, Loans, Retail Banking, Risk Management, Banking
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
PNC Bank October 2010 - Present
Steel City Angels March 2009 - Present
Grand Brew June 2013 - October 2013
Cafe Cravings October 2009 - October 2010
PNC Investments October 2008 - October 2010
Michelle's Cafe July 2005 - May 2007
Skills
Credit, AML, Loans, Retail Banking, Risk Management, Banking
Education
Clarion University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Krystal Hill's PNC Investments Experience May 2006 - June 2007
Job Assistant Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car December 2013 - Present
New York Life Insurance Company June 2007 - March 2011
PNC Investments May 2006 - June 2007
Skills
Training, Sales, Time Management, Investments, Insurance, Financial Services, Strategic Financial..., Business Analysis, Financial Analysis, Banking
Education
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.43 GPA
Cleveland State University 2002 — 2005
communication
Enterprise Rent-A-Car December 2013 - Present
New York Life Insurance Company June 2007 - March 2011
PNC Investments May 2006 - June 2007
Skills
Training, Sales, Time Management, Investments, Insurance, Financial Services, Strategic Financial..., Business Analysis, Financial Analysis, Banking
Education
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Business Management, 3.43 GPA
Cleveland State University 2002 — 2005
communication
JIM RODIA's PNC Investments Experience January 1999 - August 2001
Job Trust Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2011 - Present
ARAMARK August 2001 - April 2011
PNC Investments January 1999 - August 2001
First Union National Bank January 1986 - August 1999
Skills
Customer Service, Financial Analysis, Accounts Payable, Banking, Human Resources, Microsoft Office, Process Improvement, Training, Management, Budgets, Cash Management, Accounting, Mutual Funds, General Ledger, New Business Development, Financial Reporting, Portfolio Management, Financial Statements, Finance, Time Management, Risk Management, Forecasting, Strategic Financial..., Account Reconciliation, Analysis, Access, Cash Flow, Sarbanes-Oxley Act
Education
Community College of Philadelphia 1974 — 1979
Associates, Business Administration
RBC Wealth Management December 2011 - Present
ARAMARK August 2001 - April 2011
PNC Investments January 1999 - August 2001
First Union National Bank January 1986 - August 1999
Skills
Customer Service, Financial Analysis, Accounts Payable, Banking, Human Resources, Microsoft Office, Process Improvement, Training, Management, Budgets, Cash Management, Accounting, Mutual Funds, General Ledger, New Business Development, Financial Reporting, Portfolio Management, Financial Statements, Finance, Time Management, Risk Management, Forecasting, Strategic Financial..., Account Reconciliation, Analysis, Access, Cash Flow, Sarbanes-Oxley Act
Education
Community College of Philadelphia 1974 — 1979
Associates, Business Administration
Regina Richards's PNC Investments Experience October 1991 - Present
Job Relationship Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments October 1991 - Present
Skills
Retirement Planning, Portfolio Management, Banking, Employee Benefits, Benefits Administration, Wealth Management, Strategic Financial..., Financial Services, Series 7, Asset Managment
Education
Delaware County Community College 1990 — 1992
Associate of Science (A.S.), Business Administration and Management, General
PNC Investments October 1991 - Present
Skills
Retirement Planning, Portfolio Management, Banking, Employee Benefits, Benefits Administration, Wealth Management, Strategic Financial..., Financial Services, Series 7, Asset Managment
Education
Delaware County Community College 1990 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Joseph Kusper's PNC Investments Experience April 2008 - February 2011
Job Regional Business Manager at National Bureau of Property Administration
Industry Real Estate
Experience
National Bureau of Property Administration August 2015 - Present
Bridgestone Retail Operations, LLC May 2013 - July 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
PNC Investments April 2008 - February 2011
Waddell & Reed Financial Services May 2007 - January 2008
Gelber Group LLC January 2005 - March 2007
Skills
Series 7, Investments, Asset Allocation, Equities, Securities, Portfolio Management, Fixed Income, Asset Managment, Uniform Combined State..., Series 63, Wealth Management, Financial Analysis, Bonds, Bloomberg, Financial Modeling, Finance, Options, Trading, FINRA, Mutual Funds, Risk Management, Loans, Financial Services, Insurance, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Investment Advisory
Education
Benedictine University 2010 — 2012
MBA, Finance, 3.8
Benedictine University 2000 — 2004
B.A, Marketing
IPT School
IPT school
National Bureau of Property Administration August 2015 - Present
Bridgestone Retail Operations, LLC May 2013 - July 2015
Ameriprise Financial Services, Inc. April 2011 - May 2013
PNC Investments April 2008 - February 2011
Waddell & Reed Financial Services May 2007 - January 2008
Gelber Group LLC January 2005 - March 2007
Skills
Series 7, Investments, Asset Allocation, Equities, Securities, Portfolio Management, Fixed Income, Asset Managment, Uniform Combined State..., Series 63, Wealth Management, Financial Analysis, Bonds, Bloomberg, Financial Modeling, Finance, Options, Trading, FINRA, Mutual Funds, Risk Management, Loans, Financial Services, Insurance, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Investment Advisory
Education
Benedictine University 2010 — 2012
MBA, Finance, 3.8
Benedictine University 2000 — 2004
B.A, Marketing
IPT School
IPT school
Andres Vitalis's PNC Investments Experience April 2012 - July 2013
Job Regional Banking Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Chad Pinkerton's PNC Investments Experience December 2005 - Present
Job Vice President at PNC Bank
Industry Banking
Experience
PNC Investments December 2005 - Present
Skills
Banking, Risk Management, Credit, Portfolio Management, Loans, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis
Education
Carnegie Mellon University
PNC Investments December 2005 - Present
Skills
Banking, Risk Management, Credit, Portfolio Management, Loans, Financial Analysis, Investments, Finance, Financial Services, Credit Analysis
Education
Carnegie Mellon University
Kyle Shanaberger's PNC Investments Experience July 2015 - Present
Job Senior Investment Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2015 - Present
PNC Investments September 2014 - July 2015
Capitol Financial Solutions August 2013 - September 2014
Education
Appalachian State University 2009 — 2013
Bachelor of Arts, Economics, Magna Cum Laude
PNC Investments July 2015 - Present
PNC Investments September 2014 - July 2015
Capitol Financial Solutions August 2013 - September 2014
Education
Appalachian State University 2009 — 2013
Bachelor of Arts, Economics, Magna Cum Laude
Adam Schutz's PNC Investments Experience January 2012 - Present
Job Retail Banker at PNC Investments
Industry Financial Services
Experience
PromoWest Productions February 2012 - Present
PNC Investments January 2012 - Present
Education
Columbus State 2010 — 2013
Associate of Arts (A.A.), For Transfer, 2.67
PromoWest Productions February 2012 - Present
PNC Investments January 2012 - Present
Education
Columbus State 2010 — 2013
Associate of Arts (A.A.), For Transfer, 2.67
Radha Danthuluri's PNC Investments Experience February 2010 - December 2010
Job Senior QA Analyst at Bank of America
Industry Telecommunications
Experience
Bank of America May 2012 - Present
Comcast Cable July 2011 - May 2012
JPMorgan Chase December 2010 - June 2011
PNC Investments February 2010 - December 2010
Freddie Mac March 2009 - January 2010
Family Line of Business February 2008 - March 2009
Skills
Quality Assurance, QTP, Quality Center, Test Director, ClearQuest, ClearCase, VersionOne, Agile Project Management, Scrum, SQL Server, SQL, Oracle, Mainframe, IVR, HP Quality Center, HP QTP
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Science
Cheonggang Academy
Bachelor of Engineering, Electrical and Electronics
Bank of America May 2012 - Present
Comcast Cable July 2011 - May 2012
JPMorgan Chase December 2010 - June 2011
PNC Investments February 2010 - December 2010
Freddie Mac March 2009 - January 2010
Family Line of Business February 2008 - March 2009
Skills
Quality Assurance, QTP, Quality Center, Test Director, ClearQuest, ClearCase, VersionOne, Agile Project Management, Scrum, SQL Server, SQL, Oracle, Mainframe, IVR, HP Quality Center, HP QTP
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Science
Cheonggang Academy
Bachelor of Engineering, Electrical and Electronics
Nechelle Foster-Chandler's PNC Investments Experience July 2008 - December 2011
Job Admin Assistants at PNC Trust Tax
Industry Banking
Experience
PNC Trust Tax December 2011 - Present
Recovery Resources Temporary Assignment March 2015 - May 2015
PNC Investments July 2008 - December 2011
National City Bank April 1998 - October 2006
Skills
Banking, Investment Banking, Customer Service, Wealth Management, Detailed Organization, Time Management, Microsoft Word, Microsoft Excel, Outlook, Lotus Notes, Medical Terminology, Medical Billing, Medical Coding, Administrative..., Accounts Payable, Spreadsheets, Microsoft Office, PowerPoint
Education
Cleveland Institute of Dental-Medical Assistants-Cleveland 2006 — 2007
Diploma, Medical Administrative/Executive Assistant and Medical Secretary
Cuyahoga Community College 1994 — 1997
Associate of Arts (A.A.), General Studies
PNC Trust Tax December 2011 - Present
Recovery Resources Temporary Assignment March 2015 - May 2015
PNC Investments July 2008 - December 2011
National City Bank April 1998 - October 2006
Skills
Banking, Investment Banking, Customer Service, Wealth Management, Detailed Organization, Time Management, Microsoft Word, Microsoft Excel, Outlook, Lotus Notes, Medical Terminology, Medical Billing, Medical Coding, Administrative..., Accounts Payable, Spreadsheets, Microsoft Office, PowerPoint
Education
Cleveland Institute of Dental-Medical Assistants-Cleveland 2006 — 2007
Diploma, Medical Administrative/Executive Assistant and Medical Secretary
Cuyahoga Community College 1994 — 1997
Associate of Arts (A.A.), General Studies
Adam Rekasie's PNC Investments Experience 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2014 - Present
PNC Wealth Management 2014 - 2014
PNC Wealth Management January 2012 - 2014
PNC July 2007 - January 2012
PNC Investments August 2006 - June 2007
Edward Jones January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2005 - January 2006
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Investments 2014 - Present
PNC Wealth Management 2014 - 2014
PNC Wealth Management January 2012 - 2014
PNC July 2007 - January 2012
PNC Investments August 2006 - June 2007
Edward Jones January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.) May 2005 - January 2006
Education
Duquesne University 2013 — 2014
Executive Certificate in Financial Planning
Clarion University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Ebonie (Westry) Hughes's PNC Investments Experience April 2012 - Present
Job PNC Investments
Industry Financial Services
Experience
PNC Investments April 2012 - Present
Colonial Properties Trust April 2010 - April 2012
SunTrust Bank July 2008 - April 2010
SunTrust Bank August 2003 - July 2008
Skills
Microsoft Office, Customer Service, Training, Coaching, Team Building, Strategic Planning, Management, Microsoft Excel, Change Management, Project Management, Leadership, Team Leadership, Public Speaking, PowerPoint, Microsoft Word, Process Improvement, Leadership Development
Education
Brenau University 2009 — 2011
Master of Business Administration (M.B.A.), Management
Georgia State University 2003 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance
PNC Investments April 2012 - Present
Colonial Properties Trust April 2010 - April 2012
SunTrust Bank July 2008 - April 2010
SunTrust Bank August 2003 - July 2008
Skills
Microsoft Office, Customer Service, Training, Coaching, Team Building, Strategic Planning, Management, Microsoft Excel, Change Management, Project Management, Leadership, Team Leadership, Public Speaking, PowerPoint, Microsoft Word, Process Improvement, Leadership Development
Education
Brenau University 2009 — 2011
Master of Business Administration (M.B.A.), Management
Georgia State University 2003 — 2006
Bachelor of Business Administration (BBA), Risk Management and Insurance
Gianna LaMontagna-Giacomino's PNC Investments Experience January 2012 - Present
Job Branch Manager at PNC Grayslake
Industry Financial Services
Experience
PNC Investments January 2012 - Present
PNC Grayslake January 2012 - Present
Bank of America June 2000 - December 2011
Skills
Loans, Banking, Credit, Mortgage Lending, Mutual Funds, Wealth Management, Consumer Lending, Portfolio Management, Retail Banking, Investments, Credit Analysis, Series 7, Commercial Banking, Strategic Financial..., Small Business Lending, Relationship Management, Loan Origination, Retirement Planning, Commercial Lending, Risk Management
Education
Northeastern University - Graduate School of Business Administration
Northeastern University - Graduate School of Business Administration
Bachelor of Business Administration
PNC Investments January 2012 - Present
PNC Grayslake January 2012 - Present
Bank of America June 2000 - December 2011
Skills
Loans, Banking, Credit, Mortgage Lending, Mutual Funds, Wealth Management, Consumer Lending, Portfolio Management, Retail Banking, Investments, Credit Analysis, Series 7, Commercial Banking, Strategic Financial..., Small Business Lending, Relationship Management, Loan Origination, Retirement Planning, Commercial Lending, Risk Management
Education
Northeastern University - Graduate School of Business Administration
Northeastern University - Graduate School of Business Administration
Bachelor of Business Administration
Debora Lung's PNC Investments Experience May 2010 - Present
Job Financial Help Desk Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments May 2010 - Present
Education
Cleveland State University 1986 — 1989
Bachelor of Business Administration (BBA), Business and Markeing
PNC Investments May 2010 - Present
Education
Cleveland State University 1986 — 1989
Bachelor of Business Administration (BBA), Business and Markeing
Jason Bradford's PNC Investments Experience 2013 - February 2015
Job PNC Investments
Industry Financial Services
Experience
PNC February 2015 - Present
PNC Investments 2013 - February 2015
PNC Investments 2008 - 2012
Education
Central Michigan University 2010 — 2012
Master of Business Administration (MBA)
Miami University 2003 — 2007
Bachelor of Applied Science (BASc), Accounting
PNC February 2015 - Present
PNC Investments 2013 - February 2015
PNC Investments 2008 - 2012
Education
Central Michigan University 2010 — 2012
Master of Business Administration (MBA)
Miami University 2003 — 2007
Bachelor of Applied Science (BASc), Accounting
J Douglas MacKinnon's PNC Investments Experience January 2010 - April 2012
Job Sr. Compliance Process Manager, VP (Broker Dealer Compliance, PNC Financial Services Group)
Industry Financial Services
Experience
PNC Financial Services Group - Broker Dealer Compliance March 2015 - Present
PNC Financial Service Group - PNC Control Room April 2012 - March 2015
PNC Investments January 2010 - April 2012
J.J.B. Hilliard, W.L. Lyons, LLC March 2004 - December 2009
Fidelity Investments 1998 - 2004
Skills
Series 7, Series 63, Securities, FINRA, Banking, Capital Markets, Investments, Risk Management, Fixed Income, Asset Management, Alternative Investments, Commercial Banking, Bloomberg
Education
Centre College 1992 — 1996
Bachelor of Arts (B.A.), History
PNC Financial Services Group - Broker Dealer Compliance March 2015 - Present
PNC Financial Service Group - PNC Control Room April 2012 - March 2015
PNC Investments January 2010 - April 2012
J.J.B. Hilliard, W.L. Lyons, LLC March 2004 - December 2009
Fidelity Investments 1998 - 2004
Skills
Series 7, Series 63, Securities, FINRA, Banking, Capital Markets, Investments, Risk Management, Fixed Income, Asset Management, Alternative Investments, Commercial Banking, Bloomberg
Education
Centre College 1992 — 1996
Bachelor of Arts (B.A.), History
Antonina Ermakova's PNC Investments Experience August 2011 - August 2013
Job ..
Industry Financial Services
Experience
PNC August 2013 - August 2014
PNC Investments August 2011 - August 2013
PNC Wealth Management June 2009 - August 2011
PNC January 2007 - June 2009
Education
University of Pittsburgh 2000 — 2004
Bachelor's degree, Economics
Karagandinskij Gosudarstvennyj Universitet im. E.A. Buketova 1996 — 1998
Economics, Economics
PNC August 2013 - August 2014
PNC Investments August 2011 - August 2013
PNC Wealth Management June 2009 - August 2011
PNC January 2007 - June 2009
Education
University of Pittsburgh 2000 — 2004
Bachelor's degree, Economics
Karagandinskij Gosudarstvennyj Universitet im. E.A. Buketova 1996 — 1998
Economics, Economics
Harriet Anderson's PNC Investments Experience June 2000 - June 2003
Job
Industry Financial Services
Experience
Anderson TAP April 2009 - Present
H&R Block January 2006 - April 2011
PNC Investments June 2000 - June 2003
Charles Schwab August 1990 - January 1999
Skills
Microsoft Office, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Project Management, Social Media, Event Planning, Accounting
Education
City University of New York
Bachelor's degree, Finance, General
Anderson TAP April 2009 - Present
H&R Block January 2006 - April 2011
PNC Investments June 2000 - June 2003
Charles Schwab August 1990 - January 1999
Skills
Microsoft Office, Research, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Project Management, Social Media, Event Planning, Accounting
Education
City University of New York
Bachelor's degree, Finance, General
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank