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
SHANE W. GALINO SHANE W. GALINO's PNC Investments Experience November 2010 - January 2012
Job .
Industry Financial Services
Experience
First Niagara Bank June 2014 - Present
PNC November 2012 - Present
Nationwide Financial January 2012 - November 2012
PNC Investments November 2010 - January 2012
First Commonwealth Bank August 2008 - November 2010
TIAA-CREF October 2005 - August 2008
American Express April 2000 - October 2005
Skills
General Securities..., Business Coaching, Sales Motivation, Talent Acquisition, Compliance, Strategic Financial..., Holistic Financial..., Wealth Management, Series 24, Asset Allocation, Retirement Planning, Retirement, Financial Advisory, Investment Advisory, Series 7, Series 63, Mutual Funds, Financial Services, Financial Planning, Banking
Education
Geneva College 1995 — 1999
Bachelors in Business, Concentration in Finance
First Niagara Bank June 2014 - Present
PNC November 2012 - Present
Nationwide Financial January 2012 - November 2012
PNC Investments November 2010 - January 2012
First Commonwealth Bank August 2008 - November 2010
TIAA-CREF October 2005 - August 2008
American Express April 2000 - October 2005
Skills
General Securities..., Business Coaching, Sales Motivation, Talent Acquisition, Compliance, Strategic Financial..., Holistic Financial..., Wealth Management, Series 24, Asset Allocation, Retirement Planning, Retirement, Financial Advisory, Investment Advisory, Series 7, Series 63, Mutual Funds, Financial Services, Financial Planning, Banking
Education
Geneva College 1995 — 1999
Bachelors in Business, Concentration in Finance
Brian Napier Brian Napier's PNC Investments Experience 2003 - 2012
Job Managing Partner at Silver Birch Capital Advisors
Industry Financial Services
Experience
Silver Birch Capital Advisors 2013 - Present
PNC Investments 2003 - 2012
Skills
Wealth Management, Multi-generational..., Strategic Financial..., Investments, Retirement Planning, Tactical Asset..., Qualified Retirement..., 401k, Series 7
Education
Indiana University Bloomington 1995 — 2001
Decatur Central
Silver Birch Capital Advisors 2013 - Present
PNC Investments 2003 - 2012
Skills
Wealth Management, Multi-generational..., Strategic Financial..., Investments, Retirement Planning, Tactical Asset..., Qualified Retirement..., 401k, Series 7
Education
Indiana University Bloomington 1995 — 2001
Decatur Central
David Pastiva's PNC Investments Experience April 2014 - June 2015
Job J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - Present
PNC Investments April 2014 - June 2015
Chase August 2010 - April 2014
Mt Vernon City Schools Ohio July 2007 - August 2010
Skills
Sales, Customer Service, Deposits, Microsoft Excel, PowerPoint, Microsoft Word, Fixed Annuities, IRAs, Training, Banking, Outlook, Mutual Funds, Retail Banking, Life Insurance, Investments, Retirement, NMLS Licensed, Consumer Lending, Financial Services
Education
Williams Baptist College 2003 — 2005
Bachelor's Degree, Social Studies Teacher Education
Kent State University 2000 — 2003
J.P. Morgan Asset Management 2015 - Present
PNC Investments April 2014 - June 2015
Chase August 2010 - April 2014
Mt Vernon City Schools Ohio July 2007 - August 2010
Skills
Sales, Customer Service, Deposits, Microsoft Excel, PowerPoint, Microsoft Word, Fixed Annuities, IRAs, Training, Banking, Outlook, Mutual Funds, Retail Banking, Life Insurance, Investments, Retirement, NMLS Licensed, Consumer Lending, Financial Services
Education
Williams Baptist College 2003 — 2005
Bachelor's Degree, Social Studies Teacher Education
Kent State University 2000 — 2003
Jessica Slater Jessica Slater's PNC Investments Experience October 2010 - Present
Job Fraud and Loss Analyst II at PNC
Industry Financial Services
Experience
PNC August 2012 - Present
PNC Investments October 2010 - Present
OneWest Bank December 2008 - October 2010
Skills
Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Default, Software Documentation, Mainframe, Credit, Loss Mitigation, Call Centers, Loans, Credit Cards, Sales, Mortgage Lending
Education
Kalamazoo Valley Community College 2006 — 2008
Business/Accounting
PNC August 2012 - Present
PNC Investments October 2010 - Present
OneWest Bank December 2008 - October 2010
Skills
Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Default, Software Documentation, Mainframe, Credit, Loss Mitigation, Call Centers, Loans, Credit Cards, Sales, Mortgage Lending
Education
Kalamazoo Valley Community College 2006 — 2008
Business/Accounting
Lori Chen Lori Chen's PNC Investments Experience October 2010 - August 2012
Job Vice President, Private Client Advisor, JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Connie Shapiro, BSN, RN Connie Shapiro, BSN, RN's PNC Investments Experience August 2001 - August 2002
Job Wellness Nurse Case Manager Specialist
Industry Health, Wellness and Fitness
Experience
Cigna April 2014 - Present
HealthFitness February 2014 - March 2014
TotalWellness February 2014 - March 2014
ADURO, Inc January 2014 - March 2014
SAMCOR January 2014 - March 2014
Certified Notary Signing Agent January 2003 - March 2014
Cooper University Health Care April 2013 - October 2013
PNC Investments August 2001 - August 2002
Fin-Plan Investments (a Univest Subsidiary) December 1997 - August 2001
Stoner, Incorporated February 1990 - December 1997
Skills
BLS, Acute Care, Customer Service, Nursing, Highly motivated..., Independent Thinking, Positive Team Player, Highly resourceful, ACLS, Telemetry, Business Minded, holistic oriented, Knowledge of HUD-1..., NJ notary, Multitasking Skills, Hands-on Problem Solver, Superior Customer..., Effective, positive..., Time Management, Insurance, Patient Education, Hospitals, Patient Safety, Critical Care, Patient Advocacy, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Epic Systems, Healthcare, IV, Medication..., Venipuncture, BMI calculations, Health coaching, Health Education, Wellness Coaching, Leadership
Education
Drexel University 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 3.32 GPA
Shippensburg University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Public Administration
Cigna April 2014 - Present
HealthFitness February 2014 - March 2014
TotalWellness February 2014 - March 2014
ADURO, Inc January 2014 - March 2014
SAMCOR January 2014 - March 2014
Certified Notary Signing Agent January 2003 - March 2014
Cooper University Health Care April 2013 - October 2013
PNC Investments August 2001 - August 2002
Fin-Plan Investments (a Univest Subsidiary) December 1997 - August 2001
Stoner, Incorporated February 1990 - December 1997
Skills
BLS, Acute Care, Customer Service, Nursing, Highly motivated..., Independent Thinking, Positive Team Player, Highly resourceful, ACLS, Telemetry, Business Minded, holistic oriented, Knowledge of HUD-1..., NJ notary, Multitasking Skills, Hands-on Problem Solver, Superior Customer..., Effective, positive..., Time Management, Insurance, Patient Education, Hospitals, Patient Safety, Critical Care, Patient Advocacy, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Epic Systems, Healthcare, IV, Medication..., Venipuncture, BMI calculations, Health coaching, Health Education, Wellness Coaching, Leadership
Education
Drexel University 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse, 3.32 GPA
Shippensburg University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Public Administration
Bryan E Davidson Bryan E Davidson's PNC Investments Experience February 2011 - September 2014
Job Financial Advisor at BMO Harris Financial Advisors, Inc.
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
PNC Investments February 2011 - September 2014
JPMorgan Chase April 2010 - October 2010
Edward Jones October 2007 - April 2010
Associated Bank March 2005 - October 2007
Skills
Finance, Marketing, Wellness, Customer Service, Leadership, Team Building, Social Networking, Small Business, Public Speaking, Social Media Marketing, Strategic Planning, Sales Management, Management, Public Relations, Leadership Development, Home Based Business, Marketing Strategy, Online Marketing, Social Media, Banking, Investments, Credit, Risk Management
Education
Kaplan University
Series 7 Brokerage, Banking, Corporate, Finance, and Securities Law
Kaplan University
Series 66 Brokerage
BMO Financial Group September 2014 - Present
PNC Investments February 2011 - September 2014
JPMorgan Chase April 2010 - October 2010
Edward Jones October 2007 - April 2010
Associated Bank March 2005 - October 2007
Skills
Finance, Marketing, Wellness, Customer Service, Leadership, Team Building, Social Networking, Small Business, Public Speaking, Social Media Marketing, Strategic Planning, Sales Management, Management, Public Relations, Leadership Development, Home Based Business, Marketing Strategy, Online Marketing, Social Media, Banking, Investments, Credit, Risk Management
Education
Kaplan University
Series 7 Brokerage, Banking, Corporate, Finance, and Securities Law
Kaplan University
Series 66 Brokerage
Kyle Jennings's PNC Investments Experience March 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - December 2013
Chase Bank August 2011 - April 2012
OfficeMax May 2010 - August 2011
Education
Indiana University-Southeast
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Oldham County High School
College-Preparation Diploma
PNC Investments March 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - December 2013
Chase Bank August 2011 - April 2012
OfficeMax May 2010 - August 2011
Education
Indiana University-Southeast
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Oldham County High School
College-Preparation Diploma
Douglas Ireland Douglas Ireland's PNC Investments Experience August 2008 - March 2013
Job Accountant/Auditor at Underwood & Associates, P.C.
Industry Accounting
Experience
Cycles Plus January 2014 - Present
ACA, Inc. April 2013 - Present
PNC Investments August 2008 - March 2013
Skills
Budgets, Leadership, Financial Analysis, Investments, Forecasting, Business Planning, Risk Management, Management, Business Analysis, Sales, Project Planning, Operations Management, Microsoft Word, Account Management, Outlook, Data Analysis, PowerPoint, Marketing Strategy, Performance Management
Education
Illinois College 1992 — 1996
Bachelor of Arts (B.A.)
Danville High School
Cycles Plus January 2014 - Present
ACA, Inc. April 2013 - Present
PNC Investments August 2008 - March 2013
Skills
Budgets, Leadership, Financial Analysis, Investments, Forecasting, Business Planning, Risk Management, Management, Business Analysis, Sales, Project Planning, Operations Management, Microsoft Word, Account Management, Outlook, Data Analysis, PowerPoint, Marketing Strategy, Performance Management
Education
Illinois College 1992 — 1996
Bachelor of Arts (B.A.)
Danville High School
Jessica Lash's PNC Investments Experience February 2012 - October 2012
Job Resourcing Analyst at Ariba
Industry Computer Software
Experience
Ariba July 2014 - Present
Ariba Inc., an SAP Company October 2012 - June 2014
PNC Investments February 2012 - October 2012
PNC January 2011 - February 2012
PNC July 2009 - December 2010
Skills
Spanish-speaking, Spanish, Sales, Banking, Microsoft Excel, Microsoft Office, Applicant Tracking..., PowerPoint, PeopleSoft, Temporary Placement
Education
Duquesne University 2005 — 2009
Bachelors, Advertising, Intercultural Studies, Spanish
Ariba July 2014 - Present
Ariba Inc., an SAP Company October 2012 - June 2014
PNC Investments February 2012 - October 2012
PNC January 2011 - February 2012
PNC July 2009 - December 2010
Skills
Spanish-speaking, Spanish, Sales, Banking, Microsoft Excel, Microsoft Office, Applicant Tracking..., PowerPoint, PeopleSoft, Temporary Placement
Education
Duquesne University 2005 — 2009
Bachelors, Advertising, Intercultural Studies, Spanish
Alice Ogles's PNC Investments Experience May 2014 - February 2015
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates February 2015 - Present
PNC Investments May 2014 - February 2015
Robert W. Baird & Co. September 2013 - May 2014
J.P. Morgan May 2013 - August 2013
Executive Benefits Network January 2012 - February 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Data Analysis, Outlook, Customer Service, Analysis, Market Research, Teamwork, Team Leadership, Social Media, Process Improvement, Business Analysis, Research, Financial Reporting
Education
Marquette University 2010 — 2014
Finance and Economics
St. Francis High School 2006 — 2010
Harris Associates February 2015 - Present
PNC Investments May 2014 - February 2015
Robert W. Baird & Co. September 2013 - May 2014
J.P. Morgan May 2013 - August 2013
Executive Benefits Network January 2012 - February 2013
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Modeling, Data Analysis, Outlook, Customer Service, Analysis, Market Research, Teamwork, Team Leadership, Social Media, Process Improvement, Business Analysis, Research, Financial Reporting
Education
Marquette University 2010 — 2014
Finance and Economics
St. Francis High School 2006 — 2010
Tony Grisanti Tony Grisanti's PNC Investments Experience August 2014 - Present
Job Investment Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments August 2014 - Present
PNC Investments July 2013 - August 2014
PNC Bank May 2013 - July 2013
PNC Bank June 2012 - July 2013
Northcoast Research January 2012 - March 2012
Kent State University August 2010 - June 2011
Education
Kent State University 2007 — 2011
Bachelor, Business Administration; Economics
Solon High School 2003 — 2007
PNC Investments August 2014 - Present
PNC Investments July 2013 - August 2014
PNC Bank May 2013 - July 2013
PNC Bank June 2012 - July 2013
Northcoast Research January 2012 - March 2012
Kent State University August 2010 - June 2011
Education
Kent State University 2007 — 2011
Bachelor, Business Administration; Economics
Solon High School 2003 — 2007
Brian Houts, CFP® Brian Houts, CFP®'s PNC Investments Experience 2011 - Present
Job Financial Advisor, AVP at PNC Investments
Industry Financial Services
Experience
PNC Investments 2011 - Present
PNC Financial Services Group 2009 - 2010
Central States Mortgage 2006 - 2009
Education
Franklin University
Bachelors of Science, Business Administration
Franklin University
Bachelors of Science, Financial Planning
PNC Investments 2011 - Present
PNC Financial Services Group 2009 - 2010
Central States Mortgage 2006 - 2009
Education
Franklin University
Bachelors of Science, Business Administration
Franklin University
Bachelors of Science, Financial Planning
Simon Werle Simon Werle's PNC Investments Experience January 2007 - December 2010
Job Agent/Owner at American Family Insurance
Industry Insurance
Experience
American Family Insurance January 2014 - Present
PNC Wealth Management January 2011 - September 2013
PNC Investments January 2007 - December 2010
Nationwide Insurance September 2002 - December 2006
Skills
Strategic Financial..., Sales Management, Relationship Management, Banking, Loans, Leadership, Mortgage Lending, Sales Process, Commercial Banking, Strategic Leadership, Outstanding..., Collaborative Problem..., Employee Training, Investments, Risk Management, Insurance Planning, Disability Insurance, Property & Casualty..., Financial Planners, Insurance, Customer Insight, Financial Planning, Customer Service, Sales, Finance, Team Building
Education
Hiram College
Youngstown State University
American Family Insurance January 2014 - Present
PNC Wealth Management January 2011 - September 2013
PNC Investments January 2007 - December 2010
Nationwide Insurance September 2002 - December 2006
Skills
Strategic Financial..., Sales Management, Relationship Management, Banking, Loans, Leadership, Mortgage Lending, Sales Process, Commercial Banking, Strategic Leadership, Outstanding..., Collaborative Problem..., Employee Training, Investments, Risk Management, Insurance Planning, Disability Insurance, Property & Casualty..., Financial Planners, Insurance, Customer Insight, Financial Planning, Customer Service, Sales, Finance, Team Building
Education
Hiram College
Youngstown State University
William Best William Best's PNC Investments Experience September 2003 - Present
Job Senior Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2003 - Present
New Jersey Redevelopment Authority 1997 - 2003
PNC Bank 1996 - 1997
Harris Chemical Company 1995 - 1996
BNY Mellon 1988 - 1995
Skills
Program Management, Public Speaking, Strategic Planning, Strategic Communications, Leadership Development, Leadership, Strategy, Organizational..., Budgets, Social Media, Coaching, Executive Management, Credit, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investments, Banking, Series 63, Series 7
Education
Harvard University, John F. Kennedy School of Government
Senior Executive Program, Leadership for the 21st Century
Fairleigh Dickinson University-Florham Campus
Banking Program
North Carolina Central University
Bachelor’s Degree, Business and Finance
PNC Investments September 2003 - Present
New Jersey Redevelopment Authority 1997 - 2003
PNC Bank 1996 - 1997
Harris Chemical Company 1995 - 1996
BNY Mellon 1988 - 1995
Skills
Program Management, Public Speaking, Strategic Planning, Strategic Communications, Leadership Development, Leadership, Strategy, Organizational..., Budgets, Social Media, Coaching, Executive Management, Credit, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investments, Banking, Series 63, Series 7
Education
Harvard University, John F. Kennedy School of Government
Senior Executive Program, Leadership for the 21st Century
Fairleigh Dickinson University-Florham Campus
Banking Program
North Carolina Central University
Bachelor’s Degree, Business and Finance
Brittany Bache's PNC Investments Experience January 2015 - Present
Job Advisor Direct at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2015 - Present
PNC Investments April 2013 - January 2015
PNC Investments June 2011 - April 2013
AXA Advisors LLC May 2009 - June 2011
Education
John Carroll University 2005 — 2009
BSBA, Finance
PNC Investments January 2015 - Present
PNC Investments April 2013 - January 2015
PNC Investments June 2011 - April 2013
AXA Advisors LLC May 2009 - June 2011
Education
John Carroll University 2005 — 2009
BSBA, Finance
Daniel Creager, CWA®'s PNC Investments Experience January 2004 - Present
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments January 2004 - Present
Hilliard Lyons October 1999 - January 2004
Education
Michigan State University, The Estate and Wealth Strategies Institute
CWA Chartered Weath Advisor, Estate and Wealth Planning Strategies
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.)
PNC Investments January 2004 - Present
Hilliard Lyons October 1999 - January 2004
Education
Michigan State University, The Estate and Wealth Strategies Institute
CWA Chartered Weath Advisor, Estate and Wealth Planning Strategies
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.)
Jesse Tatterson Jesse Tatterson's PNC Investments Experience August 2010 - Present
Job Financial Advisor at PNC Investments
Industry Banking
Experience
PNC Investments August 2010 - Present
PNC Financial Services Group July 2007 - August 2010
Western & Southern Financial Group August 2005 - July 2007
Education
Malone University 2000 — 2004
Bachelor of Arts, Sports Management
PNC Investments August 2010 - Present
PNC Financial Services Group July 2007 - August 2010
Western & Southern Financial Group August 2005 - July 2007
Education
Malone University 2000 — 2004
Bachelor of Arts, Sports Management
Jake Bucha's PNC Investments Experience March 2013 - 2015
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
PNC Investments March 2013 - 2015
IM Wealth Partners August 2011 - March 2013
XPansce LLC May 2010 - December 2011
Skills
Microsoft Excel, New Business Development, Series 7, Microsoft Office, Investments, Mutual Funds, Wealth Management, Securities, Microsoft Word, Banking, Strategic Financial..., Life Insurance, Applicant Tracking..., Customer Service, Finance
Education
Franklin & Marshall College 2006 — 2011
BA, Business, Organizations, and Society
Norristown Area High School 2002 — 2006
Diploma
SEI March 2015 - Present
PNC Investments March 2013 - 2015
IM Wealth Partners August 2011 - March 2013
XPansce LLC May 2010 - December 2011
Skills
Microsoft Excel, New Business Development, Series 7, Microsoft Office, Investments, Mutual Funds, Wealth Management, Securities, Microsoft Word, Banking, Strategic Financial..., Life Insurance, Applicant Tracking..., Customer Service, Finance
Education
Franklin & Marshall College 2006 — 2011
BA, Business, Organizations, and Society
Norristown Area High School 2002 — 2006
Diploma
Barbara House Barbara House's PNC Investments Experience March 2006 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
David Bubb, CRPS® David Bubb, CRPS®'s PNC Investments Experience 2007 - 2009
Job Financial Advisor at First Financial Group
Industry Financial Services
Experience
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
First Financial Group 2015 - Present
Mutual of America 2013 - 2015
TD Ameritrade 2009 - 2013
PNC Investments 2007 - 2009
Merrill Lynch 2001 - 2007
Skills
Asset Allocation, Investment Advisory, Financial Planning, Portfolio Management, FINRA, Retirement Plan..., 401k, Series 7, Series 63, Financial Services, Strategic Financial..., Risk Management, Options, Trading, Financial Analysis, Banking, ETFs, Derivatives, Financial Markets, Investment Management, Fixed Annuities, CRPS, Series 65, Variable Annuities
Education
McDaniel College 1997 — 2001
Economics & Business Administration
Jonathan Steiner, CIMA®, CFP® Jonathan Steiner, CIMA®, CFP®'s PNC Investments Experience July 2012 - Present
Job Territory Manager of Financial Planning at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2012 - Present
Lockwood Advisors, a BNY Mellon Company July 2010 - July 2012
PNC Managed Investments February 2008 - June 2010
First Trust Advisors July 2001 - December 2007
John Hancock December 1999 - February 2001
Legg Mason July 1992 - December 1999
Education
Duke University 2009 — 2010
Executive Certificate in Financial Planning
St. Mary's College of Maryland 1988 — 1992
BA, Economics
Francis Scott Key 1985 — 1988
PNC Investments July 2012 - Present
Lockwood Advisors, a BNY Mellon Company July 2010 - July 2012
PNC Managed Investments February 2008 - June 2010
First Trust Advisors July 2001 - December 2007
John Hancock December 1999 - February 2001
Legg Mason July 1992 - December 1999
Education
Duke University 2009 — 2010
Executive Certificate in Financial Planning
St. Mary's College of Maryland 1988 — 1992
BA, Economics
Francis Scott Key 1985 — 1988
Tanya Veytsman Gleyzer, Esq. Tanya Veytsman Gleyzer, Esq.'s PNC Investments Experience January 2012 - March 2012
Job Associate Attorney at Law Offices of Peter L. Klenk & Associates
Industry Law Practice
Experience
PNC Investments January 2012 - March 2012
Foehl & Eyre, PC May 2010 - March 2012
Moot Court Honor Society August 2010 - May 2011
Ballard Spahr Andrews & Ingersoll, LLP October 2006 - July 2008
Shechtman Marks Devor PC (Drexel Business Co-op) September 2004 - June 2005
Education
Temple University - James E. Beasley School of Law
Widener University School of Law 2008 — 2011
J.D., cum laude
Drexel University - College of Business and Administration 2002 — 2006
Bachelor's
PNC Investments January 2012 - March 2012
Foehl & Eyre, PC May 2010 - March 2012
Moot Court Honor Society August 2010 - May 2011
Ballard Spahr Andrews & Ingersoll, LLP October 2006 - July 2008
Shechtman Marks Devor PC (Drexel Business Co-op) September 2004 - June 2005
Education
Temple University - James E. Beasley School of Law
Widener University School of Law 2008 — 2011
J.D., cum laude
Drexel University - College of Business and Administration 2002 — 2006
Bachelor's
Joseph Knaus's PNC Investments Experience 1983 - 2011
Job Financial Advisor, Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2011 - Present
Joseph Knaus, Composer 1980 - Present
PNC Investments 1983 - 2011
Education
Ithaca College
MA, Fine Arts
King's College
BA, Fine Arts
Ameriprise Financial July 2011 - Present
Joseph Knaus, Composer 1980 - Present
PNC Investments 1983 - 2011
Education
Ithaca College
MA, Fine Arts
King's College
BA, Fine Arts
Eric Manjikoff Eric Manjikoff's PNC Investments Experience April 2007 - April 2008
Job Junior Partner with USAFrance Financials, ✔ Improve the lifestyle of French in the USA
Industry Financial Services
Experience
USAFranceFinancials December 2011 - Present
PNC Investments April 2007 - April 2008
Ameriprise Financial Services, Inc. March 2004 - April 2007
Skills
French, English, International Business
Education
Drexel University 1988 — 1993
Business Administration
Lycee 1984 — 1988
USAFranceFinancials December 2011 - Present
PNC Investments April 2007 - April 2008
Ameriprise Financial Services, Inc. March 2004 - April 2007
Skills
French, English, International Business
Education
Drexel University 1988 — 1993
Business Administration
Lycee 1984 — 1988
Paul J Mondschein Paul J Mondschein's PNC Investments Experience March 2008 - October 2011
Job Senior Account Manager at Renvyle Partners, LLC
Industry Financial Services
Experience
Renvyle Partners, LLC October 2011 - Present
PNC Investments March 2008 - October 2011
MetLife September 2004 - March 2008
Banc of America Securities March 1989 - November 2003
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Fixed Annuities, Banking, Trading, Alternative Investments, Financial Markets, Equity Trading, Portfolio Management, Securities, Equities, Investments, Finance, Series 7, Series 63, Investment Advisory, Wealth Management, ETFs, Uniform Combined State..., Credit, Options, Bloomberg, Fixed Income
Education
Indiana University of Pennsylvania 1983 — 1988
Marketing
Renvyle Partners, LLC October 2011 - Present
PNC Investments March 2008 - October 2011
MetLife September 2004 - March 2008
Banc of America Securities March 1989 - November 2003
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Fixed Annuities, Banking, Trading, Alternative Investments, Financial Markets, Equity Trading, Portfolio Management, Securities, Equities, Investments, Finance, Series 7, Series 63, Investment Advisory, Wealth Management, ETFs, Uniform Combined State..., Credit, Options, Bloomberg, Fixed Income
Education
Indiana University of Pennsylvania 1983 — 1988
Marketing
Shelby Aikens Shelby Aikens's PNC Investments Experience December 2007 - Present
Job AVP WorkPlace Banking
Industry Financial Services
Experience
PNC Investments December 2007 - Present
Advantage Homes November 2006 - November 2007
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Mortgage Lending, Credit, Underwriting, Small Business Lending, Credit Analysis
Education
Frostburg State University
Bachelor's degree, Business Administration and Management, General
PNC Investments December 2007 - Present
Advantage Homes November 2006 - November 2007
Skills
Commercial Lending, Commercial Banking, Consumer Lending, Loans, Mortgage Lending, Credit, Underwriting, Small Business Lending, Credit Analysis
Education
Frostburg State University
Bachelor's degree, Business Administration and Management, General
Christopher Kriak's PNC Investments Experience June 2013 - August 2013
Job Compliance Testing Specialist Senior at PNC
Industry Banking
Experience
PNC September 2015 - Present
PNC August 2014 - Present
PNC Investments June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Microsoft Office, Time Management, Access, PowerPoint, Public Speaking, Event Planning, Integrity, PeopleSoft, People-oriented, Microsoft Word, Teamwork, Social Networking, Social Media, Social Responsibility, Outlook, Customer Service, Facebook, Enterprise Risk..., Anti Money Laundering, Fraud Detection
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
PNC September 2015 - Present
PNC August 2014 - Present
PNC Investments June 2013 - August 2013
Skills
Leadership, Microsoft Excel, Microsoft Office, Time Management, Access, PowerPoint, Public Speaking, Event Planning, Integrity, PeopleSoft, People-oriented, Microsoft Word, Teamwork, Social Networking, Social Media, Social Responsibility, Outlook, Customer Service, Facebook, Enterprise Risk..., Anti Money Laundering, Fraud Detection
Education
Duquesne University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Rebecca Wolf Rebecca Wolf's PNC Investments Experience April 2012 - August 2014
Job VP/Relationship ManagerPractice Solutions Inc.
Industry Financial Services
Experience
Practice Solutions, Inc. September 2014 - Present
PNC Investments April 2012 - August 2014
Wachovia/Wachovia Securities/Wells Fargo Advisors March 2006 - April 2011
Wachovia 2003 - 2006
Verizon January 2000 - January 2003
Skills
Business Development, Sales, Customer Service, Team Building, Public Speaking, Marketing Strategy, Advertising, Project Management, Business Analysis, Strategic Planning, Process Improvement, Relationship Management, Executive Coaching, Consultative Approach, Sales Management, Investments, Management, Financial Analysis, Finance, Banking, Leadership, Risk Management, Financial Services, Recruiting, Wealth Management
Education
Eastern New Mexico University
Graphic Arts/Marketing
Stephen F. Austin State University
Music Performance, General
Practice Solutions, Inc. September 2014 - Present
PNC Investments April 2012 - August 2014
Wachovia/Wachovia Securities/Wells Fargo Advisors March 2006 - April 2011
Wachovia 2003 - 2006
Verizon January 2000 - January 2003
Skills
Business Development, Sales, Customer Service, Team Building, Public Speaking, Marketing Strategy, Advertising, Project Management, Business Analysis, Strategic Planning, Process Improvement, Relationship Management, Executive Coaching, Consultative Approach, Sales Management, Investments, Management, Financial Analysis, Finance, Banking, Leadership, Risk Management, Financial Services, Recruiting, Wealth Management
Education
Eastern New Mexico University
Graphic Arts/Marketing
Stephen F. Austin State University
Music Performance, General
Adam Kelly Adam Kelly's PNC Investments Experience March 2004 - December 2008
Job Compliance Manager
Industry Financial Services
Experience
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Virtus Investment Partners November 2014 - Present
Gage Wiley / New England Capital / GWG Insurance Agency January 2012 - September 2013
The Trustmont Group August 2010 - December 2011
Hofbrauhaus Pittsburgh February 2009 - February 2010
PNC Investments March 2004 - December 2008
BNY Mellon June 2002 - October 2003
BNY Mellon June 1999 - June 2002
BNY Mellon March 1998 - June 1999
Skills
Mutual Funds, Investments, Equities, Due Diligence, Series 7, Financial Services, Bonds, Trading, FINRA, Alternative Investments, Banking, Insurance, Accounting, Back Office, Investment Advisory, Series 24, Finance, Fixed Income, Options, Venture Capital, Operations Management, Business Process..., Business Strategy, Budgets, Project Management, Compliance, Policy and Procedure..., Team-oriented, Determination, Highly detail oriented, Passionate about work, Passion for Helping..., Financial Analysis, Result Oriented, Managing Change, Anti Money Laundering, Employee Training, Risk Management, Securities, Series 63, AML, Asset Management, Wealth Management, Financial Risk, Hedge Funds, Investment Management, Asset Allocation, Uniform Combined State..., Financial Advisory
Education
Duquesne University 2004 — 2008
MBA, Business Administration
Robert Morris University
B.S.B.A., Finance
Charles M Jenkins Charles M Jenkins's PNC Investments Experience May 2004 - April 2013
Job Vice President Wealth Management / Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Janney Montgomery Scott April 2013 - Present
PNC Investments May 2004 - April 2013
Merrill Lynch January 1999 - April 2004
Colburn Insurance [now USI] September 1994 - December 1998
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Finance, Securities, Portfolio Management, Series 63, Retirement, Strategic Financial..., Asset Management, Estate Planning, Fixed Annuities, 401k, Customer Service, Microsoft Office, Financial Planning, Sales
Education
Drexel University 1986 — 1993
BS, Accounting/Financie
Moon Senior High School [Pittsburgh PA] 1983 — 1986
Eric Jobin Eric Jobin's PNC Investments Experience June 2008 - September 2009
Job SDDC
Industry Computer Software
Experience
System Design Developement Corporation January 1997 - Present
Hay Group February 2012 - February 2014
BNY Mellon (formerly PNC Investment) December 2010 - December 2011
PNC Investments June 2008 - September 2009
IMS Health September 1999 - April 2008
IMS Health September 1999 - April 2008
IMS Health September 1999 - January 2008
Skills
T-SQL, SharePoint, SDLC, Software Development, XML, ASP.NET, .NET, Visual Studio, VB.NET, jQuery, IIS, SSRS, LINQ, Databases, Web Applications, Microsoft SQL Server, SQL, HTML, ADO.NET, Windows Server, C#, CSS, Programming, Business Analysis, Access, Active Directory, Crystal Reports, VSS, Database Design, Visual Basic, VBScript, PL/SQL, XSLT, Microsoft Technologies, JavaScript, Systems Analysis, ASP.NET AJAX, Information Technology
Education
Drexel University
Bachelor of Science (BS), Information Technology
System Design Developement Corporation January 1997 - Present
Hay Group February 2012 - February 2014
BNY Mellon (formerly PNC Investment) December 2010 - December 2011
PNC Investments June 2008 - September 2009
IMS Health September 1999 - April 2008
IMS Health September 1999 - April 2008
IMS Health September 1999 - January 2008
Skills
T-SQL, SharePoint, SDLC, Software Development, XML, ASP.NET, .NET, Visual Studio, VB.NET, jQuery, IIS, SSRS, LINQ, Databases, Web Applications, Microsoft SQL Server, SQL, HTML, ADO.NET, Windows Server, C#, CSS, Programming, Business Analysis, Access, Active Directory, Crystal Reports, VSS, Database Design, Visual Basic, VBScript, PL/SQL, XSLT, Microsoft Technologies, JavaScript, Systems Analysis, ASP.NET AJAX, Information Technology
Education
Drexel University
Bachelor of Science (BS), Information Technology
Steven Narbus Steven Narbus's PNC Investments Experience August 1997 - February 2004
Job Vice President, Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management October 2013 - Present
BNY Mellon February 2004 - October 2013
PNC Investments August 1997 - February 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Mutual Funds, Credit, Private Banking
Education
Drexel University
Bachelor of Science (BS), Business Administration and Management
TD Wealth Management October 2013 - Present
BNY Mellon February 2004 - October 2013
PNC Investments August 1997 - February 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Mutual Funds, Credit, Private Banking
Education
Drexel University
Bachelor of Science (BS), Business Administration and Management
Julia Savage Julia Savage's PNC Investments Experience 2003 - 2004
Job VP Relationship Manager Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2012 - Present
Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
WM Financial Services 2004 - 2005
PNC Investments 2003 - 2004
Education
Kean University 1999 — 2003
Bachelor of Science (B.S.), International Business
PNC Wealth Management 2012 - Present
Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
WM Financial Services 2004 - 2005
PNC Investments 2003 - 2004
Education
Kean University 1999 — 2003
Bachelor of Science (B.S.), International Business
John Holodinski John Holodinski's PNC Investments Experience February 2012 - Present
Job Territory Sales Executive at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
PNC Investments September 2010 - February 2012
PNC Investments January 2004 - August 2010
Wachovia Securities Financial Network June 2003 - January 2004
Fleet Boston Financial April 2001 - December 2002
Summit Financial Services March 1999 - April 2001
Summit Financial Services January 1994 - March 1999
Education
Consumer Bankers Association - Executive Banking School 2013 — 2015
Kean University
BA
PNC Investments February 2012 - Present
PNC Investments September 2010 - February 2012
PNC Investments January 2004 - August 2010
Wachovia Securities Financial Network June 2003 - January 2004
Fleet Boston Financial April 2001 - December 2002
Summit Financial Services March 1999 - April 2001
Summit Financial Services January 1994 - March 1999
Education
Consumer Bankers Association - Executive Banking School 2013 — 2015
Kean University
BA
Bradford S. Umbarger, CFP®, MBA, ChFC® Bradford S. Umbarger, CFP®, MBA, ChFC®'s PNC Investments Experience September 2004 - June 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Self Employed March 2013 - Present
Wells Fargo Advisors LLC June 2011 - March 2013
PNC Investments September 2004 - June 2011
Park Avenue Securities November 2003 - September 2004
New England Financial December 2001 - October 2003
Enterprise Rent-A-Car January 1999 - November 2001
Skills
Customer Service, Wealth Management, Estate Planning, Retirement Planning, Managerial Finance, Strategic Financial..., Wealth, Coaching, Investments, Finance, Financial Advisory, Personal Finance, Program Management, Investment Strategies, Mutual Funds, Series 7, Financial Services, Series 63, Fixed Annuities, Asset Allocation, Asset Management, Retirement, 401k, Disability Insurance, Life Insurance, Long-term Care, Relationship Management, Mortgage Lending, Loans, Term Life Insurance, Banking, Employee Benefits, Financial Analysis, Risk Management, Health Insurance, Credit Analysis, Investment Advisory, Wealth Management..., Consumer Lending, Securities, Insurance, Uniform Combined State..., Series 6, Management, Strategic Planning, Portfolio Management, Small Business, Marketing, Leadership, Financial Planning
Education
Grove City College
Bachelor of Science, Financial Management
Penn State University
Master of Business Administration (MBA), Business Administration
Al Bestwick Al Bestwick's PNC Investments Experience April 2010 - July 2012
Job Personal Banker at WSFS Bank
Industry Banking
Experience
The Hertrich Group May 2014 - Present
Pennsville Business Association June 2010 - Present
Banking June 2009 - Present
Society for Human Resource Management 2009 - Present
WSFS Bank July 2012 - November 2013
PNC Investments April 2010 - July 2012
Computer Sciences Corporation June 1995 - July 2009
DuPont August 1976 - June 1995
Education
Goldey-Beacom College
Salem Community College,
University of Delaware
The Hertrich Group May 2014 - Present
Pennsville Business Association June 2010 - Present
Banking June 2009 - Present
Society for Human Resource Management 2009 - Present
WSFS Bank July 2012 - November 2013
PNC Investments April 2010 - July 2012
Computer Sciences Corporation June 1995 - July 2009
DuPont August 1976 - June 1995
Education
Goldey-Beacom College
Salem Community College,
University of Delaware
Mitch Evans Mitch Evans's PNC Investments Experience 2010 - 2011
Job Business Advocate
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
ICBA January 2013 - August 2013
Wells Fargo February 2011 - January 2013
PNC Investments 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Drum Set, Percussion Performance, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Deposit Growth, Community Banks, Asset-based, Work-Out, Cash Flow Lending, Retail Banking, Personal Banking, Certificates of Deposit, Installment Loans, Business Loans, Finance, Mortgage Lending, Consumer Lending, Commercial Lending, Loan Origination, Banking, Uniform Combined State..., Securities, Mutual Funds, Investments, Lines Of Credit, Financial Analysis
Education
Howard University 1995 — 1999
Bachelor's Degree, English Language and Literature/Letters
Strayer University
Business Administration and Management, General
Investment Banking Institute
Investment Banking
Wells Fargo August 2013 - Present
ICBA January 2013 - August 2013
Wells Fargo February 2011 - January 2013
PNC Investments 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Drum Set, Percussion Performance, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Deposit Growth, Community Banks, Asset-based, Work-Out, Cash Flow Lending, Retail Banking, Personal Banking, Certificates of Deposit, Installment Loans, Business Loans, Finance, Mortgage Lending, Consumer Lending, Commercial Lending, Loan Origination, Banking, Uniform Combined State..., Securities, Mutual Funds, Investments, Lines Of Credit, Financial Analysis
Education
Howard University 1995 — 1999
Bachelor's Degree, English Language and Literature/Letters
Strayer University
Business Administration and Management, General
Investment Banking Institute
Investment Banking
Johnny Cortes's PNC Investments Experience May 2011 - Present
Job
Industry Banking
Experience
PNC Investments May 2011 - Present
Carefree insurance January 2009 - May 2011
TNT Family Fitness March 2006 - January 2009
Education
Indian River State College 2010 — 2014
Organizational Management, Business Administration and Management, General
Luis Amigo
Unitec
Finance and International Business, Finance and Financial Management Services
PNC Investments May 2011 - Present
Carefree insurance January 2009 - May 2011
TNT Family Fitness March 2006 - January 2009
Education
Indian River State College 2010 — 2014
Organizational Management, Business Administration and Management, General
Luis Amigo
Unitec
Finance and International Business, Finance and Financial Management Services
Russell Beckner's PNC Investments Experience July 2014 - June 2015
Job Senior Vice President Southwest Florida Regional Manager at PNC
Industry Financial Services
Experience
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
PNC June 2015 - Present
PNC Investments July 2014 - June 2015
Charles Schwab September 2010 - July 2014
Charles Schwab November 2007 - October 2010
Charles Schwab December 2004 - November 2007
Charles Schwab January 1999 - December 2004
Olde Discount Brokerage May 1995 - January 1999
Skills
FINRA, Portfolio Management, Wealth Management, Asset, Asset Allocation, Series 7, Asset Management, Investments, Licensing, Coaching, Sales Management, Mutual Funds, New Business Development, Process Improvement, Consultative Selling, Public Speaking, Leadership Development, Call Center, Bonds, Investment Advisory, Series 63, Series 65, Finance, Financial Advisory, Fixed Income, Banking, Call Centers, Strategic Financial..., Selling, Wealth Management..., Financial Planning, Sales, Leading Positive Change
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts (B.A.)
Kevin Spencer Kevin Spencer's PNC Investments Experience December 2013 - Present
Job Financial Specialist
Industry Financial Services
Experience
PNC Investments December 2013 - Present
JPMorgan Chase January 2012 - December 2013
RBC Bank 2008 - 2012
WCS Lending 2001 - 2008
Excel Financial 1999 - 2001
City of Boca Raton 1993 - 1999
Skills
Banking, Consumer Lending, Loans, Credit, Retail Banking, Loan Origination, Series 63, Lines Of Credit, Series 6, Refinance, Cross Selling, Finance, Credit Cards, Retirement Planning, Fixed Annuities, Insurance, Mortgage Lending, Investments, Portfolio Management
Education
Florida Atlantic University 1991 — 1993
Criminal Justice, Criminology
Lees-McRae College 1989 — 1991
Associate of Arts (AA), Criminology
PNC Investments December 2013 - Present
JPMorgan Chase January 2012 - December 2013
RBC Bank 2008 - 2012
WCS Lending 2001 - 2008
Excel Financial 1999 - 2001
City of Boca Raton 1993 - 1999
Skills
Banking, Consumer Lending, Loans, Credit, Retail Banking, Loan Origination, Series 63, Lines Of Credit, Series 6, Refinance, Cross Selling, Finance, Credit Cards, Retirement Planning, Fixed Annuities, Insurance, Mortgage Lending, Investments, Portfolio Management
Education
Florida Atlantic University 1991 — 1993
Criminal Justice, Criminology
Lees-McRae College 1989 — 1991
Associate of Arts (AA), Criminology
James Lindeman James Lindeman's PNC Investments Experience September 2014 - Present
Job Financial Specialist with PNC
Industry Financial Services
Experience
PNC Investments September 2014 - Present
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management December 2010 - June 2013
Skills
Series 7, Mutual Funds, Series 63, Equities, Financial Services, Portfolio Management, Wealth Management, Risk Management, Investments, Microsoft Excel, Data Analysis, Finance, Asset Allocation, Financial Risk, Training
Education
Liberty University
PNC Investments September 2014 - Present
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management June 2013 - September 2014
Morgan Stanley Wealth Management December 2010 - June 2013
Skills
Series 7, Mutual Funds, Series 63, Equities, Financial Services, Portfolio Management, Wealth Management, Risk Management, Investments, Microsoft Excel, Data Analysis, Finance, Asset Allocation, Financial Risk, Training
Education
Liberty University
Jennifer Blair's PNC Investments Experience September 2006 - Present
Job Regional Supervisory Officer at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2006 - Present
PNC Investments September 2003 - September 2006
Enterprise Rent-A-Car January 2002 - September 2003
Indiana University Southeast January 2002 - September 2002
Education
Indiana University-Southeast 1999 — 2004
Bachelor of Science (B.S.), Business - Finance and Marketing, GPA 3.5
Floyd Central High School
High School Diploma
PNC Investments September 2006 - Present
PNC Investments September 2003 - September 2006
Enterprise Rent-A-Car January 2002 - September 2003
Indiana University Southeast January 2002 - September 2002
Education
Indiana University-Southeast 1999 — 2004
Bachelor of Science (B.S.), Business - Finance and Marketing, GPA 3.5
Floyd Central High School
High School Diploma
Neeta Kudtarkar Neeta Kudtarkar's PNC Investments Experience August 2012 - Present
Job Sr. Operations Associate (Managed Investments) at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2012 - Present
PNC Investments April 2010 - August 2012
PNC Investments September 2007 - April 2010
Prudential Financial October 2006 - June 2007
Tandem Financials October 1994 - February 1997
Skills
Retirement Planning, Financial Planning, Portfolio Optimization, Strategic Financial..., Finance, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Securities
Education
Goa University
Master's degree, Business, Management, Marketing, and Related Support Services
Goa University
BA, Economics
PNC Investments August 2012 - Present
PNC Investments April 2010 - August 2012
PNC Investments September 2007 - April 2010
Prudential Financial October 2006 - June 2007
Tandem Financials October 1994 - February 1997
Skills
Retirement Planning, Financial Planning, Portfolio Optimization, Strategic Financial..., Finance, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Financial Services, Investment Advisory, Relationship Management, Securities
Education
Goa University
Master's degree, Business, Management, Marketing, and Related Support Services
Goa University
BA, Economics
Scott Wiese, CFP® Scott Wiese, CFP®'s PNC Investments Experience March 1999 - December 2005
Job Vice President/Senior Financial Advisor at Prosperis Financial Solutions, LLC
Industry Financial Services
Experience
Sun Financial Services LLC January 2006 - Present
PNC Investments March 1999 - December 2005
Fleet Enterprises, Inc. July 1997 - March 1999
CoreStates 1996 - 1997
Skills
Retirement Planning, Annuities, Mutual Funds, Financial Planning, Investments, Series 7, Investment Advisory, 401k, Insurance, Asset Management, Securities, Alternative Investments, Fixed Income, Retirement Income..., Fixed Annuities, Strategic Financial..., Financial Services, Financial Analysis, Wealth Management, Retirement, Portfolio Management, Estate Planning, Series 63, Asset Allocation, Equities, Variable Annuities, Finance
Education
Fairleigh Dickinson University 1998 — 1999
Certified Financial Planner Program
Rutgers University-New Brunswick 1985 — 1991
BA, Economics
Morris Hills High School 1981 — 1985
Sun Financial Services LLC January 2006 - Present
PNC Investments March 1999 - December 2005
Fleet Enterprises, Inc. July 1997 - March 1999
CoreStates 1996 - 1997
Skills
Retirement Planning, Annuities, Mutual Funds, Financial Planning, Investments, Series 7, Investment Advisory, 401k, Insurance, Asset Management, Securities, Alternative Investments, Fixed Income, Retirement Income..., Fixed Annuities, Strategic Financial..., Financial Services, Financial Analysis, Wealth Management, Retirement, Portfolio Management, Estate Planning, Series 63, Asset Allocation, Equities, Variable Annuities, Finance
Education
Fairleigh Dickinson University 1998 — 1999
Certified Financial Planner Program
Rutgers University-New Brunswick 1985 — 1991
BA, Economics
Morris Hills High School 1981 — 1985
Ian Hammonds Ian Hammonds's PNC Investments Experience February 2011 - November 2011
Job AVP, Sr. Business Systems Analyst at PNC Bank
Industry Information Technology and Services
Experience
PNC May 2015 - Present
Mindteck, Inc. June 2014 - May 2015
Aetna December 2011 - June 2014
PNC Investments February 2011 - November 2011
Highmark Blue Cross Blue Shield April 2007 - January 2011
Information Systems Services January 2007 - April 2007
Management Science Associates March 2006 - December 2006
Skills
SDLC, Analysis, Project Management, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, Visio, Process Improvement, Software Project..., Business Intelligence, Cross-functional Team..., SharePoint, Software Documentation, Vendor Management
Education
Strayer University 2010 — 2012
Master of Business Administration
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science, Management Information Systems
PNC May 2015 - Present
Mindteck, Inc. June 2014 - May 2015
Aetna December 2011 - June 2014
PNC Investments February 2011 - November 2011
Highmark Blue Cross Blue Shield April 2007 - January 2011
Information Systems Services January 2007 - April 2007
Management Science Associates March 2006 - December 2006
Skills
SDLC, Analysis, Project Management, Requirements Gathering, Business Analysis, Requirements Analysis, Business Requirements, Visio, Process Improvement, Software Project..., Business Intelligence, Cross-functional Team..., SharePoint, Software Documentation, Vendor Management
Education
Strayer University 2010 — 2012
Master of Business Administration
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science, Management Information Systems
David Bolton's PNC Investments Experience March 2009 - March 2011
Job Account Executive, Escrow Closing Agent, Marketing Rep, Customer Service Master, Fort Wayne Title Insurance Expert
Industry Real Estate
Experience
Metropolitan Title of Indiana LLC March 2012 - Present
Metropolitan Title of Indiana LLC 2012 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC 2011 - Present
PNC Investments March 2009 - March 2011
Merrill Lynch March 2007 - March 2009
Skills
Real Estate Closing..., Title Insurance, Escrow, Short Sales, Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Insurance, Management, Sales Management, Merchandising, Payroll, Job Scheduling, Marketing, Purchasing, Hiring Practices, Customer Service, Banking, Conflict Resolution, Cash Management, Problem Solving, Team Building, Team Leadership, Closings, Foreclosures, Selling, Real Estate License, Sales, Investment Properties, Sellers, Finance, New Home Sales, Buyers, First Time Home Buyers, Real Estate Transactions, Referrals, Residential Mortgages, Construction Loans, Home Equity Loans, VA loans, USDA, HUD, Relocation, Title Clearing, Move Up Buyers, Single Family Homes
Education
Indiana University Bloomington 1994 — 1998
Bachelor's, French, Business, Marketing, Psychology
Northrop High School 1989 — 1993
Metropolitan Title of Indiana LLC March 2012 - Present
Metropolitan Title of Indiana LLC 2012 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC March 2011 - Present
Metropolitan Title of Indiana LLC 2011 - Present
PNC Investments March 2009 - March 2011
Merrill Lynch March 2007 - March 2009
Skills
Real Estate Closing..., Title Insurance, Escrow, Short Sales, Mutual Funds, Fixed Annuities, Variable Annuities, Stocks, Bonds, Insurance, Management, Sales Management, Merchandising, Payroll, Job Scheduling, Marketing, Purchasing, Hiring Practices, Customer Service, Banking, Conflict Resolution, Cash Management, Problem Solving, Team Building, Team Leadership, Closings, Foreclosures, Selling, Real Estate License, Sales, Investment Properties, Sellers, Finance, New Home Sales, Buyers, First Time Home Buyers, Real Estate Transactions, Referrals, Residential Mortgages, Construction Loans, Home Equity Loans, VA loans, USDA, HUD, Relocation, Title Clearing, Move Up Buyers, Single Family Homes
Education
Indiana University Bloomington 1994 — 1998
Bachelor's, French, Business, Marketing, Psychology
Northrop High School 1989 — 1993
Craig Delzangle Craig Delzangle's PNC Investments Experience August 2013 - Present
Job Software Engineer at PNC Bank
Industry Financial Services
Experience
PNC Investments August 2013 - Present
PNC June 2013 - August 2013
Mainframe June 2012 - August 2012
Kmart Corporation November 2007 - April 2012
Skills
COBOL, HTML, Programming, Problem Solving, Microsoft Word, Excel, Power Point, Java, JavaScript, C++, CSS, JCL
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Applied Computer Science
PNC Investments August 2013 - Present
PNC June 2013 - August 2013
Mainframe June 2012 - August 2012
Kmart Corporation November 2007 - April 2012
Skills
COBOL, HTML, Programming, Problem Solving, Microsoft Word, Excel, Power Point, Java, JavaScript, C++, CSS, JCL
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Applied Computer Science
Kate Dorsey's PNC Investments Experience September 2012 - November 2013
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Katie (Dooley) Maskey's PNC Investments Experience November 2009 - December 2010
Job Director of Alumnae Relations at Notre Dame Academy & Junior Academy
Industry Nonprofit Organization Management
Experience
Notre Dame Academy & Junior Academy October 2011 - Present
Studio K Coaching July 2013 - Present
PNC December 2010 - October 2011
PNC Investments November 2009 - December 2010
Huntington National Bank (formerly Sky Financial Group) February 2001 - November 2009
Skills
Planning & Execution of..., Fundraising, Public Speaking, Committees, Coordinating Events, Social Media Marketing, Non-profit Volunteer, Finance, Acting Training, Modeling, Spokesperson, Directing Talent, Fashion Shows, Pageant Coaching
Education
Heidelberg University
Business Administration
Lourdes College
Social Work/General Studies
Notre Dame Academy 1995 — 1999
Diploma, College Preparatory
Notre Dame Academy & Junior Academy October 2011 - Present
Studio K Coaching July 2013 - Present
PNC December 2010 - October 2011
PNC Investments November 2009 - December 2010
Huntington National Bank (formerly Sky Financial Group) February 2001 - November 2009
Skills
Planning & Execution of..., Fundraising, Public Speaking, Committees, Coordinating Events, Social Media Marketing, Non-profit Volunteer, Finance, Acting Training, Modeling, Spokesperson, Directing Talent, Fashion Shows, Pageant Coaching
Education
Heidelberg University
Business Administration
Lourdes College
Social Work/General Studies
Notre Dame Academy 1995 — 1999
Diploma, College Preparatory
Chris Holcomb, CFP (R) Chris Holcomb, CFP (R)'s PNC Investments Experience 2009 - 2010
Job Retirement | Retirement Income | IRA Rollovers | Roth IRAs | Life Insurance | LTC | 4109758387
Industry Financial Services
Experience
Heritage Financial Advisors, LLC (Partners Financial Group) 2011 - Present
PNC Investments 2009 - 2010
Morgan Stanley Wealth Management 2007 - 2009
SimplexGrinnell 1996 - 2006
Kawneer Company 1988 - 1996
Skills
401k Rollovers, IRAs, Roth IRA, Retirement Planning, Retirement Income..., Small Business 401(k)..., Life Insurance, Long Term Care Insurance, Strategic Financial..., Investments, Risk Management, Mutual Funds, Financial Advisory, Insurance Planning, Annuities, Term Life Insurance, Retirement, Insurance, Financial Services
Education
Liberty University 1983 — 1988
BS, Mathematics Teacher Education
Atholton High School 1979 — 1983
Heritage Financial Advisors, LLC (Partners Financial Group) 2011 - Present
PNC Investments 2009 - 2010
Morgan Stanley Wealth Management 2007 - 2009
SimplexGrinnell 1996 - 2006
Kawneer Company 1988 - 1996
Skills
401k Rollovers, IRAs, Roth IRA, Retirement Planning, Retirement Income..., Small Business 401(k)..., Life Insurance, Long Term Care Insurance, Strategic Financial..., Investments, Risk Management, Mutual Funds, Financial Advisory, Insurance Planning, Annuities, Term Life Insurance, Retirement, Insurance, Financial Services
Education
Liberty University 1983 — 1988
BS, Mathematics Teacher Education
Atholton High School 1979 — 1983
Andrew Weber Andrew Weber's PNC Investments Experience April 2010 - July 2011
Job President at Veritas Trial Technologies, Inc.
Industry Legal Services
Experience
Veritas Trial Technologies, Inc. June 2012 - Present
PNC Investments April 2010 - July 2011
BankAtlantic November 2007 - March 2010
Skills
Business Development, Coaching and Leading, Contract (Sales)..., Financial Analysis, Exceptional..., Team Management, Exemplary Sales &..., Product Knowledge, Customer Service, Key Resource for..., Fluent in French, Series 7, Series 66, Life & Health Insurance..., Variable Annuities, Public Speaking, Videography, Litigation Support, Depositions, Sales, Business Development, Negotiation, Estate Planning, Insurance, Personal Injury, Litigation, Small Business, Trials, Uniform Combined State..., Retirement Planning, Securities, Finance, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Investment Advisory, Long-term Care, Series 6, FINRA, Series 63, Bankruptcy
Education
Florida Atlantic University 1998 — 2002
Bachelor of Science (BS), International Business/Trade/Commerce
Florida Atlantic University 1998 — 2002
Bachelor of Science (BS), Marketing
American School of Paris
High School
CLVS
Veritas Trial Technologies, Inc. June 2012 - Present
PNC Investments April 2010 - July 2011
BankAtlantic November 2007 - March 2010
Skills
Business Development, Coaching and Leading, Contract (Sales)..., Financial Analysis, Exceptional..., Team Management, Exemplary Sales &..., Product Knowledge, Customer Service, Key Resource for..., Fluent in French, Series 7, Series 66, Life & Health Insurance..., Variable Annuities, Public Speaking, Videography, Litigation Support, Depositions, Sales, Business Development, Negotiation, Estate Planning, Insurance, Personal Injury, Litigation, Small Business, Trials, Uniform Combined State..., Retirement Planning, Securities, Finance, Strategic Financial..., Investments, Fixed Annuities, Mutual Funds, Investment Advisory, Long-term Care, Series 6, FINRA, Series 63, Bankruptcy
Education
Florida Atlantic University 1998 — 2002
Bachelor of Science (BS), International Business/Trade/Commerce
Florida Atlantic University 1998 — 2002
Bachelor of Science (BS), Marketing
American School of Paris
High School
CLVS
Tony D. Allen, MBA's PNC Investments Experience August 2014 - Present
Job Financial Advisor
Industry Investment Management
Experience
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
PNC Investments August 2014 - Present
LPL Financial March 2013 - August 2014
Wells Fargo Advisors, LLC 2011 - March 2013
Genesee & Wyoming Inc. 2005 - 2010
United States Army 2001 - 2005
Education
University of Illinois Springfield 2009 — 2011
Master of Business Administration (MBA)
United States Army 2001 — 2005
Illinois State University 1998 — 1999
Bachelor's degree
Illinois Central College 1994 — 1997
Associate's degree
Doug Randall Doug Randall's PNC Investments Experience November 2012 - Present
Job Financial Advisor
Industry Investment Management
Experience
PNC Investments November 2012 - Present
SIS February 2010 - October 2012
Edward Jones June 2002 - January 2010
Arthur Andersen June 2000 - June 2002
Education
Hope College
Bachelor of Arts Degree, Accounting
PNC Investments November 2012 - Present
SIS February 2010 - October 2012
Edward Jones June 2002 - January 2010
Arthur Andersen June 2000 - June 2002
Education
Hope College
Bachelor of Arts Degree, Accounting
Kris Samiec Kris Samiec's PNC Investments Experience November 2011 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
PNC Investments November 2011 - Present
VALIC October 2010 - October 2011
JPMorgan Chase September 2005 - December 2006
Morgan Stanley January 1997 - September 2005
Chatfield Dean July 1995 - December 1996
Vedder Price 1991 - 1994
Education
DePaul University 1990 — 1995
B.S., Economics & Finance
Markham Park Elementary
Stephanie Yoingco Stephanie Yoingco's PNC Investments Experience July 2010 - August 2015
Job at
Industry Financial Services
Experience
Citi August 2015 - Present
PNC Investments July 2010 - August 2015
Ameriprise Financial Services, Inc. January 2008 - July 2010
Countrywide Home Loans January 2006 - October 2008
Education
Hood College 1997 — 2002
BA, French
Université Marc Bloch (Strasbourg II)
French Language
Citi August 2015 - Present
PNC Investments July 2010 - August 2015
Ameriprise Financial Services, Inc. January 2008 - July 2010
Countrywide Home Loans January 2006 - October 2008
Education
Hood College 1997 — 2002
BA, French
Université Marc Bloch (Strasbourg II)
French Language
Glenn McCullough Glenn McCullough's PNC Investments Experience September 2010 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2010 - Present
MassMutual Financial Group December 2007 - January 2009
Allstate Financial December 2007 - December 2008
Dunham & Associates 2006 - 2007
Allstate 2006 - 2007
Allianz 1999 - 2004
Education
Florida International University 1974 — 1978
Hospitality Management
PNC Investments September 2010 - Present
MassMutual Financial Group December 2007 - January 2009
Allstate Financial December 2007 - December 2008
Dunham & Associates 2006 - 2007
Allstate 2006 - 2007
Allianz 1999 - 2004
Education
Florida International University 1974 — 1978
Hospitality Management
Brent Silver's PNC Investments Experience April 2011 - Present
Job Product Manager at PNC Investments
Industry Investment Management
Experience
PNC Investments April 2011 - Present
Lineweaver Financial Group February 2009 - April 2011
National City Private Client Group March 2007 - November 2008
McDonald Investments June 2004 - February 2007
McDonald Investments November 2001 - May 2004
H&R Block Financial Advisors July 2000 - November 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management
Education
John Carroll University 2006 — 2008
MBA, Finance
Miami University 1996 — 2000
Bachelor of Science in Business, Finance
Mayfield High School 1990 — 1996
PNC Investments April 2011 - Present
Lineweaver Financial Group February 2009 - April 2011
National City Private Client Group March 2007 - November 2008
McDonald Investments June 2004 - February 2007
McDonald Investments November 2001 - May 2004
H&R Block Financial Advisors July 2000 - November 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management
Education
John Carroll University 2006 — 2008
MBA, Finance
Miami University 1996 — 2000
Bachelor of Science in Business, Finance
Mayfield High School 1990 — 1996
Kacey Northrup's PNC Investments Experience September 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2015 - Present
Education
St. Bonaventure University 2012 — 2013
Master of Business Administration (M.B.A.), General Studies
Kent State University 2009 — 2012
Bachelor of Science, Fashion Merchandising/Minor in Marketing
PNC Investments September 2015 - Present
Education
St. Bonaventure University 2012 — 2013
Master of Business Administration (M.B.A.), General Studies
Kent State University 2009 — 2012
Bachelor of Science, Fashion Merchandising/Minor in Marketing
Jim Nastasi Jim Nastasi's PNC Investments Experience June 2001 - February 2007
Job Financial Advisor/ Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2007 - Present
PNC Investments June 2001 - February 2007
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., 401k Rollovers, Retirement, 401k, IRAs, Asset Allocation
Education
Villanova Business School 2010 — 2014
MBA
Gettysburg College 1997 — 2001
BA, Business
Morgan Stanley Wealth Management February 2007 - Present
PNC Investments June 2001 - February 2007
Skills
Retirement Planning, Portfolio Management, Strategic Financial..., 401k Rollovers, Retirement, 401k, IRAs, Asset Allocation
Education
Villanova Business School 2010 — 2014
MBA
Gettysburg College 1997 — 2001
BA, Business
Timothy Grayson's PNC Investments Experience December 2013 - Present
Job Financial Sales Consultant at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2013 - Present
Capital One January 2010 - January 2012
Jos. A. Bank Clothiers January 2008 - January 2010
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Portfolio Management, Financial Services, Commercial Banking, Commercial Lending
Education
Germanna Community College 2008 — 2010
Business Administration and Management, General
PNC Investments December 2013 - Present
Capital One January 2010 - January 2012
Jos. A. Bank Clothiers January 2008 - January 2010
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Credit Analysis, Portfolio Management, Financial Services, Commercial Banking, Commercial Lending
Education
Germanna Community College 2008 — 2010
Business Administration and Management, General
Louie Fetch Louie Fetch's PNC Investments Experience July 2010 - September 2013
Job Investment Management at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
William Blair & Company August 2015 - Present
Invesco October 2013 - August 2015
PNC Investments July 2010 - September 2013
Sun Yat-sen Univeristy September 2009 - February 2010
Duke Energy Corporation May 2008 - August 2008
Skills
Investments, Equities, Fixed Income, Mutual Funds, Financial Advisory, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Management, Series 65, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Fixed Annuities, FINRA, Securities, Bonds, Asset Managment, Derivatives, Alternative Investments
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Economics
Loyola University of Chicago 2007 — 2007
The Beijing Center, Chinese Language
Curtis Randle El III Curtis Randle El III's PNC Investments Experience January 2009 - November 2011
Job 401(K) and Wealth Management Financial advisor quarterbacking the investment complexities of the UltraHigh Networth.
Industry Financial Services
Experience
PNC Investments January 2009 - November 2011
Hefren-Tillotson January 2005 - January 2009
Skills
Strategic Financial..., Wealth Management, Professional Athelete..., Serperately Managed..., Unit Investment Trust, Fixed Income Allocation, Equity Trading, Life Insurance, College Savings Plans, Derivatives, ETF's, Investments, Retirement Planning, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Insurance, Estate Planning, Securities, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Customer Relations, 401k, Asset Allocation, Trust, Customer Service, Leadership, Retirement, Financial Advisory, IRAs, Wealth, Management, Wealth Management..., Fixed Annuities, Investment Management, Series 63, FINRA, High Net Worth..., Alternative Investments, Bonds, Financial Services, Series 6, Disability Insurance, Equities, Series 24, Pensions, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Executive Graduate School of Business 2010 — 2012
Masters of Business Administration, Business
University of Pittsburgh School of Law 2002 — 2004
MSL, Law
Indiana University Bloomington 1996 — 2000
Bachelor of Arts
PNC Investments January 2009 - November 2011
Hefren-Tillotson January 2005 - January 2009
Skills
Strategic Financial..., Wealth Management, Professional Athelete..., Serperately Managed..., Unit Investment Trust, Fixed Income Allocation, Equity Trading, Life Insurance, College Savings Plans, Derivatives, ETF's, Investments, Retirement Planning, Asset Management, Fixed Income, Investment Strategies, Financial Planning, Insurance, Estate Planning, Securities, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Customer Relations, 401k, Asset Allocation, Trust, Customer Service, Leadership, Retirement, Financial Advisory, IRAs, Wealth, Management, Wealth Management..., Fixed Annuities, Investment Management, Series 63, FINRA, High Net Worth..., Alternative Investments, Bonds, Financial Services, Series 6, Disability Insurance, Equities, Series 24, Pensions, Relationship Management
Education
University of Pittsburgh - Joseph M. Katz Executive Graduate School of Business 2010 — 2012
Masters of Business Administration, Business
University of Pittsburgh School of Law 2002 — 2004
MSL, Law
Indiana University Bloomington 1996 — 2000
Bachelor of Arts
Ryan Kenney Ryan Kenney's PNC Investments Experience May 2011 - August 2011
Job Employment Specialist at UPMC
Industry Human Resources
Experience
UPMC July 2015 - Present
UPMC March 2015 - Present
UPMC September 2013 - Present
Indiana University of Pennsylvania January 2013 - May 2013
jcpenney May 2010 - February 2012
PNC Investments May 2011 - August 2011
Skills
Customer Service, Highly detail oriented, Microsoft Office, Streetscape, Oral & Written..., Management, Teamwork, Finance, Time Management, Leadership, Human Resources, Microsoft Excel, Training, Access, Interviews, Microsoft Word, Talent Acquisition
Education
Indiana University of Pennsylvania 2012 — 2013
Master of Arts (M.A.), Employment and Labor Relations
Robert Morris University 2008 — 2012
Bachelor of Science (B.S.), Business Management, Finance
UPMC July 2015 - Present
UPMC March 2015 - Present
UPMC September 2013 - Present
Indiana University of Pennsylvania January 2013 - May 2013
jcpenney May 2010 - February 2012
PNC Investments May 2011 - August 2011
Skills
Customer Service, Highly detail oriented, Microsoft Office, Streetscape, Oral & Written..., Management, Teamwork, Finance, Time Management, Leadership, Human Resources, Microsoft Excel, Training, Access, Interviews, Microsoft Word, Talent Acquisition
Education
Indiana University of Pennsylvania 2012 — 2013
Master of Arts (M.A.), Employment and Labor Relations
Robert Morris University 2008 — 2012
Bachelor of Science (B.S.), Business Management, Finance
Stephanie N Eckert's PNC Investments Experience March 2013 - October 2014
Job Supervisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial) October 2014 - Present
PNC Investments March 2013 - October 2014
Key Investment Services May 2003 - March 2013
JPMorgan Chase June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Access
Education
Kent State University 2002 — 2005
Bachelor's of Science, Marketing
PNC Investments (Unofficial) October 2014 - Present
PNC Investments March 2013 - October 2014
Key Investment Services May 2003 - March 2013
JPMorgan Chase June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Access
Education
Kent State University 2002 — 2005
Bachelor's of Science, Marketing
Philip Oreh Philip Oreh's PNC Investments Experience April 2012 - July 2013
Job Bartender
Industry Food & Beverages
Experience
Islamorada Fish Co July 2015 - Present
Tampa Bay Rays March 2015 - Present
Sales September 2014 - January 2015
Mercedes-Benz of North Olmsted February 2014 - September 2014
PNC Investments April 2012 - July 2013
Skills
Credit, Loans, Customer Service, Financial Analysis, Sales Management, Marketing Strategy, Forecasting, Strategic Planning, Finance, Leadership, Contract Negotiation, Financial Services
Education
Marshall University
Bachelor of Business Administration (B.B.A.), Finance
Wickliffe High School
Islamorada Fish Co July 2015 - Present
Tampa Bay Rays March 2015 - Present
Sales September 2014 - January 2015
Mercedes-Benz of North Olmsted February 2014 - September 2014
PNC Investments April 2012 - July 2013
Skills
Credit, Loans, Customer Service, Financial Analysis, Sales Management, Marketing Strategy, Forecasting, Strategic Planning, Finance, Leadership, Contract Negotiation, Financial Services
Education
Marshall University
Bachelor of Business Administration (B.B.A.), Finance
Wickliffe High School
Scott Byrom's PNC Investments Experience July 2012 - June 2014
Job Software Engineer at PNC
Industry Information Technology and Services
Experience
PNC Retail - SAS Administrator June 2014 - Present
PNC Investments July 2012 - June 2014
PNC Wealth Management July 2008 - August 2012
PNC Bank August 2006 - July 2008
True Commerce August 2005 - July 2006
Verizon Wireless August 2004 - August 2005
Skills
SAS, SAS Base, SAS E-Miner, Informatica, ETL, Power Exchange, Systems Analysis, Harvest, Business Analysis, Software Engineering, Mainframe, Oracle, SharePoint, SQL, Databases, Web Services, Visio, Microsoft Excel, Requirements Analysis, FTP, Unix, Help Desk Support, Microsoft Technologies, Microsoft SQL Server, Disaster Recovery, Software Development, Toad, Lotus Notes, Data Analysis, Troubleshooting, Testing, Windows, Software Quality..., EDI, Analysis, HTML, Web Applications
Education
Indiana University of Pennsylvania 1999 — 2004
BS, IT
PNC Retail - SAS Administrator June 2014 - Present
PNC Investments July 2012 - June 2014
PNC Wealth Management July 2008 - August 2012
PNC Bank August 2006 - July 2008
True Commerce August 2005 - July 2006
Verizon Wireless August 2004 - August 2005
Skills
SAS, SAS Base, SAS E-Miner, Informatica, ETL, Power Exchange, Systems Analysis, Harvest, Business Analysis, Software Engineering, Mainframe, Oracle, SharePoint, SQL, Databases, Web Services, Visio, Microsoft Excel, Requirements Analysis, FTP, Unix, Help Desk Support, Microsoft Technologies, Microsoft SQL Server, Disaster Recovery, Software Development, Toad, Lotus Notes, Data Analysis, Troubleshooting, Testing, Windows, Software Quality..., EDI, Analysis, HTML, Web Applications
Education
Indiana University of Pennsylvania 1999 — 2004
BS, IT
Brian Clayson Brian Clayson's PNC Investments Experience March 2009 - May 2011
Job Project Manager at Freedonia Group
Industry Market Research
Experience
The Freedonia Group March 2015 - Present
The Freedonia Group January 2014 - Present
Freedonia Group June 2011 - December 2013
PNC Investments March 2009 - May 2011
Edward Jones 2008 - 2009
Kent State University August 2007 - December 2007
Strategic Marketing Associates April 2007 - December 2007
Skills
Analysis, Product Development, Competitive Analysis, Market Research, Forecasting, Strategic Planning, Data Analysis, Research
Education
Kent State University 2006 — 2007
MA, Economics
Kent State University 2003 — 2006
BBA, Economics
The Freedonia Group March 2015 - Present
The Freedonia Group January 2014 - Present
Freedonia Group June 2011 - December 2013
PNC Investments March 2009 - May 2011
Edward Jones 2008 - 2009
Kent State University August 2007 - December 2007
Strategic Marketing Associates April 2007 - December 2007
Skills
Analysis, Product Development, Competitive Analysis, Market Research, Forecasting, Strategic Planning, Data Analysis, Research
Education
Kent State University 2006 — 2007
MA, Economics
Kent State University 2003 — 2006
BBA, Economics
Lisa Gorodenski's PNC Investments Experience October 2014 - Present
Job Financial Specialist
Industry Financial Services
Experience
PNC Investments October 2014 - Present
Morgan Stanley Wealth Management July 2013 - October 2014
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PNC Investments October 2014 - Present
Morgan Stanley Wealth Management July 2013 - October 2014
Education
Grand Valley State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pete Carmasino Pete Carmasino's PNC Investments Experience August 2010 - October 2011
Job Helping Clients Create Lifetime Income Streams And Protect Assets
Industry Investment Management
Experience
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
NewBridge Retirement Advisors April 2012 - Present
Lewtan October 2011 - September 2012
PNC Investments August 2010 - October 2011
Beacon Capital Strategies September 2009 - August 2010
Trivest Financial Group November 2006 - September 2009
Wachovia Securities April 2002 - November 2006
Lehman Brothers March 2001 - April 2002
Prudential Securities 1999 - 2001
Olde Discount 1992 - 1999
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management and Finance
McCorristin HS
Dan Graf's PNC Investments Experience August 1996 - December 2011
Job Associate Director at Transamerica Agency Network
Industry Insurance
Experience
Transamerica Agency Network, Inc. January 2012 - Present
Sellersburg United Methodist Church April 1998 - Present
PNC Investments August 1996 - December 2011
Skills
Insurance, Investments, Identity Theft, Legal Issues, Music, Music Ministry
Education
Indiana University-Southeast 1992 — 1998
Music Performance, General
Silver Creek High School 1989 — 1992
Academic Honors Diploma
Transamerica Agency Network, Inc. January 2012 - Present
Sellersburg United Methodist Church April 1998 - Present
PNC Investments August 1996 - December 2011
Skills
Insurance, Investments, Identity Theft, Legal Issues, Music, Music Ministry
Education
Indiana University-Southeast 1992 — 1998
Music Performance, General
Silver Creek High School 1989 — 1992
Academic Honors Diploma
Robyn Masi Robyn Masi's PNC Investments Experience 2004 - 2007
Job Business Development Executive at First Derivatives
Industry Capital Markets
Experience
First Derivatives October 2011 - Present
Market Resource Partners a First Derivatives Company April 2011 - October 2011
Classified Publishing Company September 2010 - December 2010
HSBC September 2008 - August 2009
Citi March 2007 - August 2008
PNC Investments 2004 - 2007
Skills
Consultative Selling, Relationship Management, Equities, Account Management, Selling, Portfolio Management, Capital Markets, Financial Services, Cold Calling, Analysis, Risk Management, Financial Markets, New Business Development, Back Office, Management, Fixed Income, Solution Selling, Finance, Trading Systems, Business Development, Foreign Exchange, Trading, Leadership, Business Planning, Competitive Analysis, Strategy, Social Media Marketing, Sales Process, Sales, Business Strategy, Commodity, Consulting, Direct Sales, Banking, CRM, Integrated Marketing
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Finance
La Salle University - School of Business Administration 1998 — 2002
BA, Marketing and PR
University of Mannheim 2000 — 2000
BA, Business
First Derivatives October 2011 - Present
Market Resource Partners a First Derivatives Company April 2011 - October 2011
Classified Publishing Company September 2010 - December 2010
HSBC September 2008 - August 2009
Citi March 2007 - August 2008
PNC Investments 2004 - 2007
Skills
Consultative Selling, Relationship Management, Equities, Account Management, Selling, Portfolio Management, Capital Markets, Financial Services, Cold Calling, Analysis, Risk Management, Financial Markets, New Business Development, Back Office, Management, Fixed Income, Solution Selling, Finance, Trading Systems, Business Development, Foreign Exchange, Trading, Leadership, Business Planning, Competitive Analysis, Strategy, Social Media Marketing, Sales Process, Sales, Business Strategy, Commodity, Consulting, Direct Sales, Banking, CRM, Integrated Marketing
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Finance
La Salle University - School of Business Administration 1998 — 2002
BA, Marketing and PR
University of Mannheim 2000 — 2000
BA, Business
Matthew Wojtecki's PNC Investments Experience May 2011 - June 2014
Job Portfolio Manager at Key Private Bank
Industry Financial Services
Experience
KeyBank July 2014 - Present
PNC Investments May 2011 - June 2014
ValMark Securities May 2006 - May 2011
Kent State University August 2007 - December 2009
United States Marine Corps June 2001 - June 2007
Northwestern Mutual May 2003 - October 2006
National City Bank 2006 - 2006
The Orin Group, LLC. April 2004 - October 2004
EMC Computers Kent Ohio November 2002 - April 2003
A2Z Computers, Inc. April 1997 - July 2001
Education
Kent State University 2007 — 2009
MBA, Finance and Economics
Kent State University 2001 — 2006
BBA, Finance and Computer Information Systems
KeyBank July 2014 - Present
PNC Investments May 2011 - June 2014
ValMark Securities May 2006 - May 2011
Kent State University August 2007 - December 2009
United States Marine Corps June 2001 - June 2007
Northwestern Mutual May 2003 - October 2006
National City Bank 2006 - 2006
The Orin Group, LLC. April 2004 - October 2004
EMC Computers Kent Ohio November 2002 - April 2003
A2Z Computers, Inc. April 1997 - July 2001
Education
Kent State University 2007 — 2009
MBA, Finance and Economics
Kent State University 2001 — 2006
BBA, Finance and Computer Information Systems
Charles Klazon Charles Klazon's PNC Investments Experience March 2001 - Present
Job Software Engineer Lead at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2001 - Present
HJ Heinz March 1995 - March 2001
Computer Task Group March 1992 - May 1994
Skills
Unix Shell Scripting, Unix Operating Systems, IBM Mainframe, AIX, AS400 system, VAX, Windows 7, COBOL, Fortran, Perl, Visual Basic, Microsoft Access
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor's degree, Management Information Systems, General
PNC Investments March 2001 - Present
HJ Heinz March 1995 - March 2001
Computer Task Group March 1992 - May 1994
Skills
Unix Shell Scripting, Unix Operating Systems, IBM Mainframe, AIX, AS400 system, VAX, Windows 7, COBOL, Fortran, Perl, Visual Basic, Microsoft Access
Education
Indiana University of Pennsylvania 1986 — 1991
Bachelor's degree, Management Information Systems, General
Sandy Waugaman's PNC Investments Experience October 1994 - September 2012
Job Financial Aid Advisor at Lenape Practical Nursing
Industry Higher Education
Experience
Lenape Practical Nursing October 2012 - Present
PNC Investments October 1994 - September 2012
Skills
Series 7, Strategic Financial..., Microsoft Excel, Financial Analysis, Loans, Title IV, Account Reconciliation, Student Financial Aid, Microsoft Word, Microsoft Publisher, Veterans Benefits, Credit, Banking, Investments, Finance, Financial Advisory
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor of Science (BS), Marketing
Lenape Practical Nursing October 2012 - Present
PNC Investments October 1994 - September 2012
Skills
Series 7, Strategic Financial..., Microsoft Excel, Financial Analysis, Loans, Title IV, Account Reconciliation, Student Financial Aid, Microsoft Word, Microsoft Publisher, Veterans Benefits, Credit, Banking, Investments, Finance, Financial Advisory
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor of Science (BS), Marketing
Keith Blumenstock's PNC Investments Experience September 2014 - Present
Job Senior Investment Advisor
Industry Financial Services
Experience
PNC Investments September 2014 - Present
Fidelity Investments May 2014 - September 2014
PHH Mortgage June 2012 - April 2014
Pittsburgh Logistics Services January 2012 - June 2012
Education
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Social Science Education
PNC Investments September 2014 - Present
Fidelity Investments May 2014 - September 2014
PHH Mortgage June 2012 - April 2014
Pittsburgh Logistics Services January 2012 - June 2012
Education
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Social Science Education
Alva Watson Alva Watson's PNC Investments Experience April 2004 - January 2012
Job Operations Manager at PNC
Industry Financial Services
Experience
PNC January 2012 - Present
PNC Investments April 2004 - January 2012
Skills
Banking, Operations Management, payment processing, Human Resources, Managerial, Branch Management, Loans, Leadership, Risk Management, Credit, Vendor Management, Relationship Management, Call Center, Process Improvement, Team Building, Customer Satisfaction, Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Management
DePaul University 1982 — 1987
Bachelor of Science (BS), Marketing
PNC January 2012 - Present
PNC Investments April 2004 - January 2012
Skills
Banking, Operations Management, payment processing, Human Resources, Managerial, Branch Management, Loans, Leadership, Risk Management, Credit, Vendor Management, Relationship Management, Call Center, Process Improvement, Team Building, Customer Satisfaction, Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Management
DePaul University 1982 — 1987
Bachelor of Science (BS), Marketing
JohnPaul Bradley JohnPaul Bradley's PNC Investments Experience August 2008 - January 2009
Job PNC Investments
Industry Financial Services
Experience
PNC June 2015 - Present
YOUR Insurance Group December 2014 - Present
Citizens Financial Group / Royal Bank of Scotland February 2011 - December 2014
Indepence Wealth Strategies an office of MetLife January 2009 - October 2010
PNC Investments August 2008 - January 2009
First Investors Corporation August 2004 - August 2008
University of Pennsylvania June 2003 - June 2004
Skills
Asset Allocation, Retirement, Series 63, Investments, Series 7, Wealth Management, Portfolio Management, Retirement Planning, Series 6, Securities, Asset Managment, Strategic Financial..., Insurance, Investment Management, Uniform Combined State..., Mutual Funds, Estate Planning, Financial Services, Relationship Management, Loans, Investment Advisory, Financial Planners, Credit, Small Business, Finance, Wealth, Mortgage Lending, Private Banking, Wealth Management..., Life Insurance, Fixed Annuities, Cross Selling, Financial Planning, Banking, Management, Strategic Planning, Sales, 401k
Education
Lock Haven University of Pennsylvania 1997 — 2003
Bachelors of Science, Sports Administration / Management
PNC June 2015 - Present
YOUR Insurance Group December 2014 - Present
Citizens Financial Group / Royal Bank of Scotland February 2011 - December 2014
Indepence Wealth Strategies an office of MetLife January 2009 - October 2010
PNC Investments August 2008 - January 2009
First Investors Corporation August 2004 - August 2008
University of Pennsylvania June 2003 - June 2004
Skills
Asset Allocation, Retirement, Series 63, Investments, Series 7, Wealth Management, Portfolio Management, Retirement Planning, Series 6, Securities, Asset Managment, Strategic Financial..., Insurance, Investment Management, Uniform Combined State..., Mutual Funds, Estate Planning, Financial Services, Relationship Management, Loans, Investment Advisory, Financial Planners, Credit, Small Business, Finance, Wealth, Mortgage Lending, Private Banking, Wealth Management..., Life Insurance, Fixed Annuities, Cross Selling, Financial Planning, Banking, Management, Strategic Planning, Sales, 401k
Education
Lock Haven University of Pennsylvania 1997 — 2003
Bachelors of Science, Sports Administration / Management
Christie Kepler's PNC Investments Experience November 2011 - Present
Job Default Specialist Level II at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2011 - Present
RSVP INTERNATIONAL LLC. June 2013 - November 2013
Best Buy September 2010 - September 2013
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Mutual Funds, Financial Services, Banking, Finance, Asset Management, Financial Analysis, Risk Management, Freight Brokerage, Debt Collection, CPR Certified
Education
Western Michigan University 2013 — 2016
Bachelor's degree, Registered Nursing/Registered Nurse
Kalamazoo Valley Community College 2007 — 2013
Pre-Nursing Studies, 3.85
Portage Northern High School
PNC Investments November 2011 - Present
RSVP INTERNATIONAL LLC. June 2013 - November 2013
Best Buy September 2010 - September 2013
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Mutual Funds, Financial Services, Banking, Finance, Asset Management, Financial Analysis, Risk Management, Freight Brokerage, Debt Collection, CPR Certified
Education
Western Michigan University 2013 — 2016
Bachelor's degree, Registered Nursing/Registered Nurse
Kalamazoo Valley Community College 2007 — 2013
Pre-Nursing Studies, 3.85
Portage Northern High School
Patrick DeRespinis Patrick DeRespinis's PNC Investments Experience December 2006 - May 2007
Job Field Sales Manager IV Division at Allied Beverage Group
Industry Wine and Spirits
Experience
Allied Beverage Group February 2015 - Present
Allied Beverage Group March 2013 - January 2015
Diageo October 2010 - 2012
Kreative Displays October 2009 - October 2010
Fotek Business Solutions April 2009 - October 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2006 - May 2008
PNC Investments December 2006 - May 2007
First Investors Corp April 2005 - November 2005
Skills
Sales, Sales Management, Customer Service, Brand Management, Marketing, Relationship Management, Account Management, Forecasting, Marketing Strategy, Direct Sales, New Business Development, Strategic Planning, Management, Merchandising, Retail, Selling, Leadership, Sales Operations, Sales Process, Business Development
Education
La Salle University 2000 — 2004
BA, History
LaSalle University 2000 — 2004
B.A, History
Allied Beverage Group February 2015 - Present
Allied Beverage Group March 2013 - January 2015
Diageo October 2010 - 2012
Kreative Displays October 2009 - October 2010
Fotek Business Solutions April 2009 - October 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2006 - May 2008
PNC Investments December 2006 - May 2007
First Investors Corp April 2005 - November 2005
Skills
Sales, Sales Management, Customer Service, Brand Management, Marketing, Relationship Management, Account Management, Forecasting, Marketing Strategy, Direct Sales, New Business Development, Strategic Planning, Management, Merchandising, Retail, Selling, Leadership, Sales Operations, Sales Process, Business Development
Education
La Salle University 2000 — 2004
BA, History
LaSalle University 2000 — 2004
B.A, History
Andrew Zuroski, MBA Andrew Zuroski, MBA's PNC Investments Experience October 2006 - December 2006
Job Business Consultant at Honeywell
Industry Medical Devices
Experience
Honeywell February 2014 - Present
Sigma Imaging Technologies March 2009 - February 2014
WB Mason November 2007 - March 2009
PNC Investments October 2006 - December 2006
Skills
Medical Devices, Microsoft Office, Strategic Planning, Customer Relations, CRM software, CRM, Customer Service, Sales Operations, Sales Management
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2012
Master of Business Administration (M.B.A.), Finance
Elon University 2001 — 2005
Bachelor's degree, Political Science concentration in economics
Honeywell February 2014 - Present
Sigma Imaging Technologies March 2009 - February 2014
WB Mason November 2007 - March 2009
PNC Investments October 2006 - December 2006
Skills
Medical Devices, Microsoft Office, Strategic Planning, Customer Relations, CRM software, CRM, Customer Service, Sales Operations, Sales Management
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2012
Master of Business Administration (M.B.A.), Finance
Elon University 2001 — 2005
Bachelor's degree, Political Science concentration in economics
Barry Bieler Barry Bieler's PNC Investments Experience June 1998 - March 2011
Job VP of Investment Services, Program Manager at Members 1st FCU
Industry Financial Services
Experience
Members 1st FCU March 2011 - Present
PNC Investments June 1998 - March 2011
Skills
Series 7, Series 63, Series 65, Life and Health...
Education
Indiana University of Pennsylvania
Bachelor's degree, General Management
Members 1st FCU March 2011 - Present
PNC Investments June 1998 - March 2011
Skills
Series 7, Series 63, Series 65, Life and Health...
Education
Indiana University of Pennsylvania
Bachelor's degree, General Management
Eric Barbour Eric Barbour's PNC Investments Experience January 2012 - July 2013
Job Vice President I Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
William. R. Cashman III William. R. Cashman III's PNC Investments Experience December 2010 - Present
Job Financial Advisor, PNC Investments
Industry Financial Services
Experience
PNC Investments December 2010 - Present
Morgan Stanley September 2006 - December 2010
Jump Street 2000 - 2007
Wachovia Securities, LLC May 1993 - September 2006
American Express Financial Advisors November 1988 - May 1993
Wendys International June 1978 - November 1988
Education
Dickinson College 1973 — 1978
BA, Economics
Carlisle High School 1969 — 1973
College prep, College Prep
PNC Investments December 2010 - Present
Morgan Stanley September 2006 - December 2010
Jump Street 2000 - 2007
Wachovia Securities, LLC May 1993 - September 2006
American Express Financial Advisors November 1988 - May 1993
Wendys International June 1978 - November 1988
Education
Dickinson College 1973 — 1978
BA, Economics
Carlisle High School 1969 — 1973
College prep, College Prep
Angela Ellingsworth Angela Ellingsworth's PNC Investments Experience September 2012 - Present
Job Supervisor BPM Department at PNC
Industry Financial Services
Experience
PNC Investments September 2012 - Present
University Hospitals Elyria Medical Center (formerly EMH Healthcare) July 2013 - January 2014
KeyBank March 1998 - September 2012
Skills
Business Analysis, Supervisory Skills, Workflow Management, Brokerage, Operations Management, Information Technology, 24x7 Production Support, Trust Services, COBOL, DB2, JCL, Requirements Gathering, Testing, SAS Programming, Debugging, Medical Terminology, Medical Education
Education
Lorain County Community College
Associate's degree, Business Administration and Management, General
Lorain County Community College
Associate's degree, Accounting
PNC Investments September 2012 - Present
University Hospitals Elyria Medical Center (formerly EMH Healthcare) July 2013 - January 2014
KeyBank March 1998 - September 2012
Skills
Business Analysis, Supervisory Skills, Workflow Management, Brokerage, Operations Management, Information Technology, 24x7 Production Support, Trust Services, COBOL, DB2, JCL, Requirements Gathering, Testing, SAS Programming, Debugging, Medical Terminology, Medical Education
Education
Lorain County Community College
Associate's degree, Business Administration and Management, General
Lorain County Community College
Associate's degree, Accounting
Bryan Mazzone Bryan Mazzone's PNC Investments Experience May 2011 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
PNC Investments May 2011 - January 2012
Western and Southern Inc June 2010 - May 2011
Skills
Sales, Customer Service, Project Management, Data Entry, Data Analysis, Trade Finance, SAP
Education
Edinboro University of Pennsylvania 2006 — 2010
Banking, Corporate, Finance, and Securities Law
BNY Mellon January 2012 - Present
PNC Investments May 2011 - January 2012
Western and Southern Inc June 2010 - May 2011
Skills
Sales, Customer Service, Project Management, Data Entry, Data Analysis, Trade Finance, SAP
Education
Edinboro University of Pennsylvania 2006 — 2010
Banking, Corporate, Finance, and Securities Law
David Vari David Vari's PNC Investments Experience February 2012 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Edward Jones October 2008 - February 2012
Monarch Mortgage May 2008 - October 2008
Bank of America August 2005 - May 2008
Education
Wilmington University 1996 — 1998
MBA, Business, Management, Marketing, and Related Support Services
Wilmington College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
PNC Investments February 2012 - Present
Edward Jones October 2008 - February 2012
Monarch Mortgage May 2008 - October 2008
Bank of America August 2005 - May 2008
Education
Wilmington University 1996 — 1998
MBA, Business, Management, Marketing, and Related Support Services
Wilmington College 1990 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
Cody Donati Cody Donati's PNC Investments Experience June 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2014 - Present
PNC January 2013 - June 2014
Edward Jones May 2011 - January 2013
Scottrade 2010 - 2011
Education
Lindenwood University 2007 — 2011
B.A., Finance
PNC Investments June 2014 - Present
PNC January 2013 - June 2014
Edward Jones May 2011 - January 2013
Scottrade 2010 - 2011
Education
Lindenwood University 2007 — 2011
B.A., Finance
Nick Cortazzo, CFP(R), CRPC(R) Nick Cortazzo, CFP(R), CRPC(R)'s PNC Investments Experience October 2013 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) professional
Industry Financial Services
Experience
PNC Investments October 2013 - Present
3 River Wealth Management Group, Inc. November 2009 - October 2013
Ameriprise Financial November 2004 - November 2009
Cornerstone America May 2004 - November 2004
Education
Duquesne University 2011 — 2011
Executive Certificate in Financial Planning, School of Leadership
Washington and Jefferson College 2000 — 2004
Bachelors, Economics
PNC Investments October 2013 - Present
3 River Wealth Management Group, Inc. November 2009 - October 2013
Ameriprise Financial November 2004 - November 2009
Cornerstone America May 2004 - November 2004
Education
Duquesne University 2011 — 2011
Executive Certificate in Financial Planning, School of Leadership
Washington and Jefferson College 2000 — 2004
Bachelors, Economics
Jason Javers Jason Javers's PNC Investments Experience May 2013 - July 2014
Job VP, Sales Director at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
PNC Capital Advisors July 2015 - Present
PNC Capital Advisors July 2014 - Present
PNC Investments May 2013 - July 2014
Edward Jones May 2009 - May 2013
Scottrade February 2008 - May 2009
JCU Student Health Center September 2005 - May 2006
Education
John Carroll University 2005 — 2009
BSBA, Finance, Business Information Systems
Laurence Hawthorne's PNC Investments Experience September 2010 - October 2012
Job n
Industry Financial Services
Experience
Advia Financial Advisors, CUNA Mutual Group December 2013 - June 2015
Boy Scouts of America October 2012 - November 2013
PNC Investments September 2010 - October 2012
Ameriprise Financial April 2000 - March 2010
Western Michigan University September 1994 - May 2000
Western Michigan University September 1994 - May 2000
Skills
Estate Planning, Leadership, Retirement Planning, Fixed Annuities, Retirement, Investments, Strategic Planning, Wealth Management, Insurance, Finance, Financial Advisory, Small Business, Succession Planning, Sales, Financial Planning, Wealth, Mutual Funds, Investment Strategies, Personal Finance, Strategic Financial..., 401k Rollovers, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Investment Advisory
Education
Western Michigan University 1994 — 2000
Ph.D. (ABD), Medieval History
Long Island University, C.W. Post Campus
M.A., European History
University of California, Berkeley
B.A., Political Science
Advia Financial Advisors, CUNA Mutual Group December 2013 - June 2015
Boy Scouts of America October 2012 - November 2013
PNC Investments September 2010 - October 2012
Ameriprise Financial April 2000 - March 2010
Western Michigan University September 1994 - May 2000
Western Michigan University September 1994 - May 2000
Skills
Estate Planning, Leadership, Retirement Planning, Fixed Annuities, Retirement, Investments, Strategic Planning, Wealth Management, Insurance, Finance, Financial Advisory, Small Business, Succession Planning, Sales, Financial Planning, Wealth, Mutual Funds, Investment Strategies, Personal Finance, Strategic Financial..., 401k Rollovers, Financial Analysis, Financial Modeling, Series 7, Asset Allocation, Investment Advisory
Education
Western Michigan University 1994 — 2000
Ph.D. (ABD), Medieval History
Long Island University, C.W. Post Campus
M.A., European History
University of California, Berkeley
B.A., Political Science
Rebecca Ruvolo Rebecca Ruvolo's PNC Investments Experience February 2011 - April 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Scottrade January 2015 - Present
Mutual of America June 2014 - January 2015
Equity Trust Company December 2013 - June 2014
Equity Institutional, A Division of Equity Trust Company April 2012 - November 2013
PNC Investments February 2011 - April 2012
Longbow Research July 2005 - January 2011
National City Bank 2004 - 2005
MBNA 1999 - 2004
Skills
Alternative Investments, Equity Research, Financial Services, Series 7, Series 63, Credit, Banking, Loans, Consumer Lending, Sales, Insurance, annuities
Education
John Carroll University 2002 — 2005
MBA, Finance
The University of Akron 1993 — 1997
BA, Communication
Jeremy Hardy's PNC Investments Experience December 2008 - May 2010
Job Business Developer at National Agents Alliance Corporate
Industry Insurance
Experience
National Agents Alliance Corporate 2012 - Present
The Financial Crisis Prevention Center September 2010 - Present
PNC Investments December 2008 - May 2010
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Risk, Long-term Care, Investment Strategies, Financial Services, Investments, Risk Modeling, Retirement Planning, Disability Insurance, Risk Management, Underwriting, Mutual Funds, Public Speaking, Recruiting, Sales, Employee Benefits
Education
Howard University 2001 — 2005
BS, Economics
National Agents Alliance Corporate 2012 - Present
The Financial Crisis Prevention Center September 2010 - Present
PNC Investments December 2008 - May 2010
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Risk, Long-term Care, Investment Strategies, Financial Services, Investments, Risk Modeling, Retirement Planning, Disability Insurance, Risk Management, Underwriting, Mutual Funds, Public Speaking, Recruiting, Sales, Employee Benefits
Education
Howard University 2001 — 2005
BS, Economics
Nathan Garcia's PNC Investments Experience March 2001 - Present
Job AVP Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2001 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2009
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Marketing, Risk Management
PNC Investments March 2001 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2006 — 2009
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Marketing, Risk Management
Cannella, Keith's PNC Investments Experience 1999 - Present
Job Territory Sales Executive at PNC Investments
Industry Financial Services
Experience
PNC Investments 1999 - Present
Skills
Banking, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales Management, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Credit, Loans, Securities
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
MBA, Management
Fordham University 1992 — 1996
Bachelor of Science (B.S.)
PNC Investments 1999 - Present
Skills
Banking, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Sales Management, Series 63, Series 7, Strategic Financial..., Wealth Management, Financial Services, Credit, Loans, Securities
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
MBA, Management
Fordham University 1992 — 1996
Bachelor of Science (B.S.)
Mark Caselton's PNC Investments Experience August 2004 - June 2010
Job at Raymond James
Industry Financial Services
Experience
Raymond James June 2010 - Present
PNC Investments August 2004 - June 2010
Merrill Lynch December 1994 - August 2004
Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Finance, Securities, Asset Allocation, Mutual Funds, Investment Advisory, Banking, Asset Management, Wealth Management, Portfolio Management, Series 7, Financial Risk, Financial Planning
Education
Illinois State University 1985 — 1989
Bachelor of Science, Finance
Raymond James June 2010 - Present
PNC Investments August 2004 - June 2010
Merrill Lynch December 1994 - August 2004
Skills
Strategic Financial..., Retirement Planning, Financial Services, Investments, Finance, Securities, Asset Allocation, Mutual Funds, Investment Advisory, Banking, Asset Management, Wealth Management, Portfolio Management, Series 7, Financial Risk, Financial Planning
Education
Illinois State University 1985 — 1989
Bachelor of Science, Finance
Brian Gamble's PNC Investments Experience July 2010 - April 2011
Job Senior Sales Executive at Oracle Hospitality
Industry Information Technology and Services
Experience
Oracle Hospitality June 2014 - Present
Wells Fargo Private Bank April 2011 - June 2014
PNC Investments July 2010 - April 2011
Lucci Restaurant Group July 2009 - July 2010
ARAMARK April 2008 - July 2009
Sodexho April 2006 - April 2009
Roy's Hawaiian Fusion Cuisine June 2005 - April 2006
Skills
Sales Management, Staff Development, Customer Service, Property Management..., Sales, Training, Management, Sales Operations, Customer Satisfaction, Finance, Forecasting, Customer Retention, Hospitality, Time Management, Leadership
Education
Drexel University 2001 — 2005
BS, Hospitality Management
La Salle University
MS Technology Leadership, Information Technology Leadership
Oracle Hospitality June 2014 - Present
Wells Fargo Private Bank April 2011 - June 2014
PNC Investments July 2010 - April 2011
Lucci Restaurant Group July 2009 - July 2010
ARAMARK April 2008 - July 2009
Sodexho April 2006 - April 2009
Roy's Hawaiian Fusion Cuisine June 2005 - April 2006
Skills
Sales Management, Staff Development, Customer Service, Property Management..., Sales, Training, Management, Sales Operations, Customer Satisfaction, Finance, Forecasting, Customer Retention, Hospitality, Time Management, Leadership
Education
Drexel University 2001 — 2005
BS, Hospitality Management
La Salle University
MS Technology Leadership, Information Technology Leadership
Troy Grospitz's PNC Investments Experience April 2013 - July 2014
Job Officer Relationship Manager Private Client Group at PNC
Industry Financial Services
Experience
PNC July 2014 - Present
PNC Investments April 2013 - July 2014
TD Ameritrade January 2009 - April 2013
TradeStation Securities January 2006 - January 2009
Aequitas Industries LLC January 2002 - January 2006
Sun Microsystems January 1999 - January 2002
AT&T January 1997 - January 1999
Skills
Investments, Financial Services, Finance, Sales, Equities, Wealth Management, Portfolio Management, Mutual Funds, Analysis, Securities
Education
Loyola University 1998 — 2000
MBA, Finance
Loyola University of Chicago - Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Eastern Illinois University
BS, Finance
PNC July 2014 - Present
PNC Investments April 2013 - July 2014
TD Ameritrade January 2009 - April 2013
TradeStation Securities January 2006 - January 2009
Aequitas Industries LLC January 2002 - January 2006
Sun Microsystems January 1999 - January 2002
AT&T January 1997 - January 1999
Skills
Investments, Financial Services, Finance, Sales, Equities, Wealth Management, Portfolio Management, Mutual Funds, Analysis, Securities
Education
Loyola University 1998 — 2000
MBA, Finance
Loyola University of Chicago - Graduate School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Eastern Illinois University
BS, Finance
John Pestikas CRPC's PNC Investments Experience October 2004 - Present
Job Financial Advisor
Industry Investment Management
Experience
PNC Investments October 2004 - Present
Education
IL CE Class
IL CE Class
Indiana University - Kelley School of Business
Munster High School
PNC Investments October 2004 - Present
Education
IL CE Class
IL CE Class
Indiana University - Kelley School of Business
Munster High School
Craig Willaims's PNC Investments Experience 1998 - 2001
Job Client Service Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase January 2002 - Present
PNC Investments 1998 - 2001
Skills
Banking, Credit, Cash Management, Retail Banking, Financial Statements, Equities, Mutual Funds, Securities, Finance
Education
James Madison University 1991 — 1996
JPMorgan Chase January 2002 - Present
PNC Investments 1998 - 2001
Skills
Banking, Credit, Cash Management, Retail Banking, Financial Statements, Equities, Mutual Funds, Securities, Finance
Education
James Madison University 1991 — 1996
Robert Bufano's PNC Investments Experience December 2010 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2010 - Present
Education
University of Maryland Baltimore County 1972 — 1976
Loyola College in Maryland
PNC Investments December 2010 - Present
Education
University of Maryland Baltimore County 1972 — 1976
Loyola College in Maryland
Lino (Joe) Gutierrez's PNC Investments Experience March 2010 - August 2013
Job Financial Advisor, Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
PNC Investments March 2010 - August 2013
Merrill Lynch May 2008 - August 2009
Goldman Sachs / Senderra Funding September 2006 - 2008
HSBC / D1 1999 - 2006
Skills
Leadership, Management, Training, Sales, Sales Operations
Education
Florida Atlantic University 1989 — 1991
BA, Finance
University of Florida 1987 — 1989
Business Administration / Finance
Wells Fargo Advisors, LLC August 2013 - Present
PNC Investments March 2010 - August 2013
Merrill Lynch May 2008 - August 2009
Goldman Sachs / Senderra Funding September 2006 - 2008
HSBC / D1 1999 - 2006
Skills
Leadership, Management, Training, Sales, Sales Operations
Education
Florida Atlantic University 1989 — 1991
BA, Finance
University of Florida 1987 — 1989
Business Administration / Finance
Jason Altomonte's PNC Investments Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
PNC Investments 2006 - 2007
Education
Indiana University of Pennsylvania 1996 — 2000
PNC Investments 2006 - 2007
Education
Indiana University of Pennsylvania 1996 — 2000
Charles J. (Bud) Robinson, CMA's PNC Investments Experience November 2001 - April 2003
Job Accounting Manager at CDI Corporation
Industry Staffing and Recruiting
Experience
CDI Corporation June 2005 - Present
MedCases, Inc. February 2004 - June 2005
Procacci Brothers Sales Corporation May 2003 - February 2004
PNC Investments November 2001 - April 2003
UBS Paine Webber March 1999 - November 2001
Proscape Technologies, Inc. October 1997 - March 1999
BDP International March 1986 - September 1997
Systems and Computer Technology Corporation July 1981 - March 1986
WHYY, Inc. September 1980 - July 1981
Skills
Accounting, Great Plains, General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, P&L, Process Improvement, Excel, Internal Controls, Reconciliation, Quickbooks, Variance Analysis, Finance, Sarbanes-Oxley Act, Great Plains Software, QuickBooks, Account Reconciliation, Cognos, Microsoft Excel
Education
Temple University - Fox School of Business and Management 1986 — 1989
MBA, Finance
La Salle University 1976 — 1980
BS, Accounting
CDI Corporation June 2005 - Present
MedCases, Inc. February 2004 - June 2005
Procacci Brothers Sales Corporation May 2003 - February 2004
PNC Investments November 2001 - April 2003
UBS Paine Webber March 1999 - November 2001
Proscape Technologies, Inc. October 1997 - March 1999
BDP International March 1986 - September 1997
Systems and Computer Technology Corporation July 1981 - March 1986
WHYY, Inc. September 1980 - July 1981
Skills
Accounting, Great Plains, General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, P&L, Process Improvement, Excel, Internal Controls, Reconciliation, Quickbooks, Variance Analysis, Finance, Sarbanes-Oxley Act, Great Plains Software, QuickBooks, Account Reconciliation, Cognos, Microsoft Excel
Education
Temple University - Fox School of Business and Management 1986 — 1989
MBA, Finance
La Salle University 1976 — 1980
BS, Accounting
Charles Martorano's PNC Investments Experience December 2012 - April 2014
Job President VISTA Consulting Group Inc.
Industry Management Consulting
Experience
TurtleBay Adivsory Services January 2014 - Present
VISTA Consulting Group Inc. February 2000 - Present
PNC Investments December 2012 - April 2014
fannie mae 2010 - 2010
Skills
Process Improvement, Budgets, Team Building, Accounting, Strategic Planning, Business Analysis, Microsoft Word, Change Management, Financial Analysis, Management, Business Strategy, Management Consulting, Risk Management, Mergers & Acquisitions, Business Process..., Banking
Education
Iona College 1978 — 1982
Bachelor of Science - Accounting
Iona College 1978 — 1982
Bachelor of Science (BS), Accounting
xaverian high school 1974 — 1978
xaverian high school
TurtleBay Adivsory Services January 2014 - Present
VISTA Consulting Group Inc. February 2000 - Present
PNC Investments December 2012 - April 2014
fannie mae 2010 - 2010
Skills
Process Improvement, Budgets, Team Building, Accounting, Strategic Planning, Business Analysis, Microsoft Word, Change Management, Financial Analysis, Management, Business Strategy, Management Consulting, Risk Management, Mergers & Acquisitions, Business Process..., Banking
Education
Iona College 1978 — 1982
Bachelor of Science - Accounting
Iona College 1978 — 1982
Bachelor of Science (BS), Accounting
xaverian high school 1974 — 1978
xaverian high school
Thomas Martorana's PNC Investments Experience June 1996 - January 2007
Job First Vice President Wealth Management at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2008 - Present
PNC Investments June 1996 - January 2007
Dean Witter Reynolds January 1993 - June 1996
CIGNA Worldwide May 1989 - May 1993
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Strategic Financial..., Series 7, Investment Strategies, Risk Management, Securities, Finance, Retirement, Asset Allocation, ETFs, Mutual Funds, Wealth Management..., Asset Management, Series 65, Investment Advisory, Financial Advisory, Alternative Investments, Series 63
Education
Drexel University - College of Business and Administration 1985 — 1989
BS, Finance, International Business
Archbishop Ryan High School for Boys 1980 — 1984
Janney Montgomery Scott LLC January 2008 - Present
PNC Investments June 1996 - January 2007
Dean Witter Reynolds January 1993 - June 1996
CIGNA Worldwide May 1989 - May 1993
Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Strategic Financial..., Series 7, Investment Strategies, Risk Management, Securities, Finance, Retirement, Asset Allocation, ETFs, Mutual Funds, Wealth Management..., Asset Management, Series 65, Investment Advisory, Financial Advisory, Alternative Investments, Series 63
Education
Drexel University - College of Business and Administration 1985 — 1989
BS, Finance, International Business
Archbishop Ryan High School for Boys 1980 — 1984
Patty Chase's PNC Investments Experience March 2006 - November 2008
Job at
Industry Medical Practice
Experience
Beebe Medical Group June 2013 - Present
Accounting Firm January 2012 - Present
Independent Insurance Agent September 2010 - January 2012
WSFS Financial June 2009 - September 2010
Bankers Life and Casualty November 2008 - June 2009
PNC Investments March 2006 - November 2008
Nationwide Provident June 1995 - March 2006
Education
Dawn Career Institute Inc 2012 — 2013
Certificate, Medical Billing and Coding
Strayer University 2005 — 2009
BBA, Business w/concentration in Finance
Goldey-Beacom College 1980 — 1983
Associates, Business
Beebe Medical Group June 2013 - Present
Accounting Firm January 2012 - Present
Independent Insurance Agent September 2010 - January 2012
WSFS Financial June 2009 - September 2010
Bankers Life and Casualty November 2008 - June 2009
PNC Investments March 2006 - November 2008
Nationwide Provident June 1995 - March 2006
Education
Dawn Career Institute Inc 2012 — 2013
Certificate, Medical Billing and Coding
Strayer University 2005 — 2009
BBA, Business w/concentration in Finance
Goldey-Beacom College 1980 — 1983
Associates, Business
Gary J. Winschel's PNC Investments Experience December 1983 - October 2013
Job SVP, Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
PNC Investments December 1983 - October 2013
Education
Gannon University 1977 — 1981
B.S., Finance
PNC Wealth Management October 2013 - Present
PNC Investments December 1983 - October 2013
Education
Gannon University 1977 — 1981
B.S., Finance
Anthony Latore's PNC Investments Experience July 2013 - February 2015
Job Regional Mortgage Sales Manager with First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank February 2015 - Present
PNC Investments July 2013 - February 2015
Merrill Lynch April 2010 - July 2013
Wachovia February 2003 - May 2010
Skills
Securities, Mutual Funds, Investments, Loans, Credit, Investment Advisory, Finance, Mortgage Lending, Retirement Planning, Equities, Series 7, Portfolio Management, Financial Analysis, Financial Services, Strategic Financial..., Management, Customer Service, Asset Management, Credit Analysis, Financial Planning, Sales
Education
Indiana University of Pennsylvania 1994 — 2000
MBA, Global Management
First Niagara Bank February 2015 - Present
PNC Investments July 2013 - February 2015
Merrill Lynch April 2010 - July 2013
Wachovia February 2003 - May 2010
Skills
Securities, Mutual Funds, Investments, Loans, Credit, Investment Advisory, Finance, Mortgage Lending, Retirement Planning, Equities, Series 7, Portfolio Management, Financial Analysis, Financial Services, Strategic Financial..., Management, Customer Service, Asset Management, Credit Analysis, Financial Planning, Sales
Education
Indiana University of Pennsylvania 1994 — 2000
MBA, Global Management
Chris Crock, CFP®'s PNC Investments Experience February 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2015 - Present
Peachtree Wealth Strategies, LLC 2011 - February 2015
Northwestern Mutual October 2008 - November 2011
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
MBA, Personal Financial Planning
Furman University 1992 — 1996
BS, Biology
PNC Investments February 2015 - Present
Peachtree Wealth Strategies, LLC 2011 - February 2015
Northwestern Mutual October 2008 - November 2011
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
MBA, Personal Financial Planning
Furman University 1992 — 1996
BS, Biology
Brian Merkt's PNC Investments Experience September 2012 - Present
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC March 2014 - Present
PNC Investments September 2012 - Present
Bank of New York Mellon January 2011 - September 2012
Education
Duquesne University 1992 — 1996
BSBA, Business Finance
PNC March 2014 - Present
PNC Investments September 2012 - Present
Bank of New York Mellon January 2011 - September 2012
Education
Duquesne University 1992 — 1996
BSBA, Business Finance
Lisa Rodachy's PNC Investments Experience June 2000 - Present
Job Product Manager PNC Investments
Industry Banking
Experience
PNC Investments June 2000 - Present
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Securities, Investments, Financial Services, Insurance, Series 63, Retirement Planning, Investment Advisory, Relationship Management
Education
Kent State University
Bachelors of Business Management
PNC Investments June 2000 - Present
Skills
Mutual Funds, Wealth Management, Portfolio Management, Asset Allocation, Securities, Investments, Financial Services, Insurance, Series 63, Retirement Planning, Investment Advisory, Relationship Management
Education
Kent State University
Bachelors of Business Management
andrea milano's PNC Investments Experience July 2009 - June 2013
Job Regional Brokerage Manager, Senior Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Wells Fargo Advisors, LLC June 2013 - Present
PNC Investments July 2009 - June 2013
Merrill Lynch November 2006 - March 2009
Skills
Alternative Investments
Education
Robert Morris University 1990 — 1994
MBA, Business Administration and Management, General
Gannon University
BSBA, Marketing, Management
Villa Marie Academy
Allan Small's PNC Investments Experience January 2011 - May 2013
Job Wealth Advisor / Managing Partner at Atlantic Capital Advisors
Industry Financial Services
Experience
Atlantic Capital Advisors May 2013 - Present
PNC Investments January 2011 - May 2013
Education
LIU Post 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), FINANCE AND MANAGEMENT
Atlantic Capital Advisors May 2013 - Present
PNC Investments January 2011 - May 2013
Education
LIU Post 1987 — 1989
Bachelor of Applied Science (B.A.Sc.), FINANCE AND MANAGEMENT
Sandra Reynolds Hart's PNC Investments Experience 2003 - 2005
Job Vice President, Private Bank Client Experience
Industry Financial Services
Experience
Fifth Third Bank January 2013 - Present
Fifth Third Bank May 2005 - October 2009
Fifth Third Bank 2005 - 2006
PNC Investments 2003 - 2005
PNC Investments 1995 - 2003
American Express Financial Services 1993 - 1995
Davidson Supply Company 1991 - 1993
Oakwood Living Centers 1990 - 1991
Health Care and Retirement Corporation 1988 - 1990
Beverly Enterprises 1982 - 1988
Skills
Portfolio Management, Risk Management, Leadership, Strategy, Cross-functional Team..., Training
Education
Georgetown University
Certificate of Leadership Coaching
West Virginia University
BS
Fifth Third Bank January 2013 - Present
Fifth Third Bank May 2005 - October 2009
Fifth Third Bank 2005 - 2006
PNC Investments 2003 - 2005
PNC Investments 1995 - 2003
American Express Financial Services 1993 - 1995
Davidson Supply Company 1991 - 1993
Oakwood Living Centers 1990 - 1991
Health Care and Retirement Corporation 1988 - 1990
Beverly Enterprises 1982 - 1988
Skills
Portfolio Management, Risk Management, Leadership, Strategy, Cross-functional Team..., Training
Education
Georgetown University
Certificate of Leadership Coaching
West Virginia University
BS
Dana Muessle's PNC Investments Experience May 2011 - June 2013
Job Account Executive at PNC Bank
Industry Financial Services
Experience
PNC Bank June 2013 - Present
PNC Investments May 2011 - June 2013
Nia Center women's roundtable 2008 - 2013
Edward Jones May 2008 - April 2011
One Southern Indiana 2008 - 2011
One Southern Indiana 2008 - 2011
Skills
Finance, Wealth Management, Public Speaking, Investments, Accounts Receivable, Banking, Fundraising, Small Business, Retirement Planning, Microsoft Excel, Retirement, Life Insurance, Management
Education
Indiana University-Southeast 1993 — 1998
BS & MBA, FINANCE
PNC Bank June 2013 - Present
PNC Investments May 2011 - June 2013
Nia Center women's roundtable 2008 - 2013
Edward Jones May 2008 - April 2011
One Southern Indiana 2008 - 2011
One Southern Indiana 2008 - 2011
Skills
Finance, Wealth Management, Public Speaking, Investments, Accounts Receivable, Banking, Fundraising, Small Business, Retirement Planning, Microsoft Excel, Retirement, Life Insurance, Management
Education
Indiana University-Southeast 1993 — 1998
BS & MBA, FINANCE
Douglas Wahlenmayer CFP, ChFC, CLU's PNC Investments Experience August 2009 - July 2013
Job Regional Sales Manager at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Jackie Chidister's PNC Investments Experience Financial AdvisorTower Private Advisors2004 - 2009
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments Financial AdvisorTower Private Advisors2004 - 2009
Education
Indiana Institute of Technology
Bachelors, Business
PNC Investments Financial AdvisorTower Private Advisors2004 - 2009
Education
Indiana Institute of Technology
Bachelors, Business
Hadi Durali's PNC Investments Experience May 2006 - October 2008
Job Associate Credit Suisse
Industry Investment Management
Experience
Credit Suisse - Private Bank November 2012 - Present
State Street October 2008 - October 2011
PNC Investments May 2006 - October 2008
Arkema June 2004 - September 2005
Skills
Fixed Income, Equities, Investment Management, Investments, Financial Services, Mutual Funds, Investor Relations, Asset Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Asset Managment, Bloomberg Terminal, Private Equity, Securities, Portfolio Management, Capital Markets, Options, Asset Allocation, Wealth Management, International Equities, Fixed Income Products, Bonds, Series 7, Economics, Business Development, Microsoft Office, Marketing, Performance Analysis, Client Service, Relationship Management, Operations, Venture Capital, Marketing Strategy, Business Strategy, Sales
Education
Drexel University 2005 — 2007
Master of Business Administration (M.B.A.), Investment Management & Economics
University of Maryland College Park 2000 — 2004
B.Sc., Chemistry
Credit Suisse - Private Bank November 2012 - Present
State Street October 2008 - October 2011
PNC Investments May 2006 - October 2008
Arkema June 2004 - September 2005
Skills
Fixed Income, Equities, Investment Management, Investments, Financial Services, Mutual Funds, Investor Relations, Asset Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Asset Managment, Bloomberg Terminal, Private Equity, Securities, Portfolio Management, Capital Markets, Options, Asset Allocation, Wealth Management, International Equities, Fixed Income Products, Bonds, Series 7, Economics, Business Development, Microsoft Office, Marketing, Performance Analysis, Client Service, Relationship Management, Operations, Venture Capital, Marketing Strategy, Business Strategy, Sales
Education
Drexel University 2005 — 2007
Master of Business Administration (M.B.A.), Investment Management & Economics
University of Maryland College Park 2000 — 2004
B.Sc., Chemistry
Robert Urquhart's PNC Investments Experience 1995 - 1997
Job Financial Services Professional
Industry
Experience
Oppenheimer Capital March 1999 - January 2010
Pilgrim Baxter & Associates 1997 - 1999
PNC Investments 1995 - 1997
Education
Harvard Business School 1979 — 1981
MBA, Business Administration
University of Colorado Boulder 1973 — 1977
BS, Business Administration
Oppenheimer Capital March 1999 - January 2010
Pilgrim Baxter & Associates 1997 - 1999
PNC Investments 1995 - 1997
Education
Harvard Business School 1979 — 1981
MBA, Business Administration
University of Colorado Boulder 1973 — 1977
BS, Business Administration
Ken Robbins's PNC Investments Experience July 2011 - July 2012
Job Financial Advisor/Assistant Vice President in Bartlett, IL
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. Bartlett/Geneva/Batavia, IL July 2012 - Present
PNC Investments July 2011 - July 2012
5/3rd December 2004 - May 2011
Harris Investor Services, Inc. (BMO Harris F.A.) April 2001 - December 2004
First Chicago Bank 1996 - 2000
Skills
FINRA Series 7 & 65..., Investments, Strategic Planning, Business Strategy, Series 7, Strategic Financial..., Banking, Portfolio Management, Finance, Wealth Management, Guaranteed Lifetime..., Retirement Planning, Mutual Funds, Securities, Financial Planning, Financial Services, Credit, Loans, Management
Education
George Mason University
Bachelor of Science, Public Administration
BMO Harris Financial Advisors, Inc. Bartlett/Geneva/Batavia, IL July 2012 - Present
PNC Investments July 2011 - July 2012
5/3rd December 2004 - May 2011
Harris Investor Services, Inc. (BMO Harris F.A.) April 2001 - December 2004
First Chicago Bank 1996 - 2000
Skills
FINRA Series 7 & 65..., Investments, Strategic Planning, Business Strategy, Series 7, Strategic Financial..., Banking, Portfolio Management, Finance, Wealth Management, Guaranteed Lifetime..., Retirement Planning, Mutual Funds, Securities, Financial Planning, Financial Services, Credit, Loans, Management
Education
George Mason University
Bachelor of Science, Public Administration
MarEva McGraw's PNC Investments Experience August 2012 - Present
Job PNC Investments
Industry Investment Management
Experience
PNC Investments August 2012 - Present
Delux Capital Group LLC January 2010 - August 2012
Education
Jefferson Community College
Real Estate/Property Management, 4.0
PNC Investments August 2012 - Present
Delux Capital Group LLC January 2010 - August 2012
Education
Jefferson Community College
Real Estate/Property Management, 4.0
Myra DiAngelo's PNC Investments Experience Senior Business BankerPNC Bank na$
Job Senior Business Banker at PNC Bank na
Industry Banking
Experience
PNC Investments Senior Business BankerPNC Bank na$
Education
Duquesne University
Bachelor of Business Administration (BBA)
PNC Investments Senior Business BankerPNC Bank na$
Education
Duquesne University
Bachelor of Business Administration (BBA)
ERIN BERRY's PNC Investments Experience May 2011 - Present
Job AVP at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management September 2013 - Present
PNC Investments May 2011 - Present
Morgan Stanley Investment Management June 2008 - April 2011
Citigroup February 2005 - May 2008
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Private Equity
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management September 2013 - Present
PNC Investments May 2011 - Present
Morgan Stanley Investment Management June 2008 - April 2011
Citigroup February 2005 - May 2008
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Private Equity
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Maura DiGioia's PNC Investments Experience September 2009 - January 2010
Job Senior Compliance Officer at Mellon Capital
Industry Financial Services
Experience
Mellon Capital March 2014 - Present
Mellon Capital June 2011 - March 2014
BNY Mellon January 2010 - June 2011
PNC Investments September 2009 - January 2010
BNY Mellon March 2008 - June 2009
Skills
Securities, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Bloomberg, FINRA, Investments, AML, Securities Regulation, Investment Management, Financial Services, Risk Management, System Administration, Anti Money Laundering
Education
Duquesne University
Bachelor of Science (BS)
Mellon Capital March 2014 - Present
Mellon Capital June 2011 - March 2014
BNY Mellon January 2010 - June 2011
PNC Investments September 2009 - January 2010
BNY Mellon March 2008 - June 2009
Skills
Securities, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Bloomberg, FINRA, Investments, AML, Securities Regulation, Investment Management, Financial Services, Risk Management, System Administration, Anti Money Laundering
Education
Duquesne University
Bachelor of Science (BS)
John Casp's PNC Investments Experience 2002 - Present
Job Financial Advisor, Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments 2002 - Present
Key Investment Services 1988 - 2000
Education
Juniata College 1972 — 1976
Business Administration and Management, General
PNC Investments 2002 - Present
Key Investment Services 1988 - 2000
Education
Juniata College 1972 — 1976
Business Administration and Management, General
Kurt Manion's PNC Investments Experience October 1998 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Investments October 1998 - Present
First Chicago June 1987 - September 1998
Skills
Mutual Funds, Asset Allocation
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Business
Indiana University Bloomington 1983 — 1987
BS, Business-Finance
PNC Investments October 1998 - Present
First Chicago June 1987 - September 1998
Skills
Mutual Funds, Asset Allocation
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Business
Indiana University Bloomington 1983 — 1987
BS, Business-Finance
Erik A. Newmark's PNC Investments Experience May 2012 - March 2013
Job Administrative Manager Private Banking & Investment Group at Merrill Lynch
Industry Financial Services
Experience
PNC Investments May 2012 - March 2013
Barclays 2008 - 2011
Lehman Brothers 1991 - 2008
Skills
Risk Management, Financial Services, Series 7, FINRA, Series 63, Series 8, Series 66, Series 3, Equities, Securities, Fixed Income, Management, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Investments
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Northwestern University 1987 — 1991
BS
PNC Investments May 2012 - March 2013
Barclays 2008 - 2011
Lehman Brothers 1991 - 2008
Skills
Risk Management, Financial Services, Series 7, FINRA, Series 63, Series 8, Series 66, Series 3, Equities, Securities, Fixed Income, Management, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Investments
Education
Emory University - Goizueta Business School 1997 — 1999
MBA
Northwestern University 1987 — 1991
BS
Timothy Bouslog's PNC Investments Experience April 2005 - March 2010
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Chase Investments January 2014 - Present
Chase Investment Services Corporation March 2010 - June 2012
PNC Investments April 2005 - March 2010
Charles Schwab April 1997 - December 2001
Education
Indiana Wesleyan University
MBA, Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Business Administration and Management, General
Chase Investments January 2014 - Present
Chase Investment Services Corporation March 2010 - June 2012
PNC Investments April 2005 - March 2010
Charles Schwab April 1997 - December 2001
Education
Indiana Wesleyan University
MBA, Business Administration and Management, General
Purdue University
Bachelor of Science (BS), Business Administration and Management, General
Jeffrey Samilson's PNC Investments Experience April 2012 - November 2012
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Sterling Trust Company February 2013 - Present
PNC Investments April 2012 - November 2012
PNC Bank December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC April 2008 - June 2010
MKM Partners October 2006 - August 2007
KeyBanc Capital Markets December 1993 - May 2006
Roulston Research December 1990 - December 1993
Mitchell Hutchins Institutional Investors August 1978 - November 1990
Skills
Investments, Strategy
Education
Fairfield University 1973 — 1977
Bachelor's degree, History
Elizabeth Mohammed's PNC Investments Experience November 2009 - Present
Job ASSISTANT MANAGER at Harbor Federal Savings Bank
Industry Financial Services
Experience
Harbor Federal Savings Bank September 2011 - Present
PNC Investments November 2009 - Present
20TH CENTURY FOX FILM DISTRIBUTION January 1987 - January 2000
Skills
Customer Service, Credit, Banking, Financial Analysis, Loans, Finance, Sales, Risk Management, Retail Banking
Education
Laguardia Community College 1984 — 1986
A.S., BUSINESS MANAGEMENT
Harbor Federal Savings Bank September 2011 - Present
PNC Investments November 2009 - Present
20TH CENTURY FOX FILM DISTRIBUTION January 1987 - January 2000
Skills
Customer Service, Credit, Banking, Financial Analysis, Loans, Finance, Sales, Risk Management, Retail Banking
Education
Laguardia Community College 1984 — 1986
A.S., BUSINESS MANAGEMENT
Mike Waverka's PNC Investments Experience 2005 - 2006
Job Financial Sales & Business Development Consultant
Industry Financial Services
Experience
United Retirement Plan Consultants March 2011 - November 2011
Citizens Investment Services 2010 - 2011
Investment Services at Sovereign Bank 2009 - 2010
Merrill Lynch 2006 - 2009
PNC Investments 2005 - 2006
Comprehensive Financial Associates 1996 - 2006
Education
Indiana University of Pennsylvania
BS Marketing
United Retirement Plan Consultants March 2011 - November 2011
Citizens Investment Services 2010 - 2011
Investment Services at Sovereign Bank 2009 - 2010
Merrill Lynch 2006 - 2009
PNC Investments 2005 - 2006
Comprehensive Financial Associates 1996 - 2006
Education
Indiana University of Pennsylvania
BS Marketing
Emilia Elder's PNC Investments Experience April 1986 - Present
Job Vice PresidentInvestment Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments April 1986 - Present
PNC Wealth Management 1986 - Present
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Strategies, Retirement Planning, Securities, Equities, Series 63, Investment Management, Fixed Income, Strategic Financial..., High Net Worth..., Financial Services
Education
La Salle University 1993 — 1996
Elementry Special ed minor in Finance
PNC Investments April 1986 - Present
PNC Wealth Management 1986 - Present
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Strategies, Retirement Planning, Securities, Equities, Series 63, Investment Management, Fixed Income, Strategic Financial..., High Net Worth..., Financial Services
Education
La Salle University 1993 — 1996
Elementry Special ed minor in Finance
Melissa Kaschalk's PNC Investments Experience December 2001 - Present
Job Compliance Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2001 - Present
PNC Bank, NA 2001 - Present
American Textile Company November 2000 - November 2001
Education
Indiana University of Pennsylvania 1995 — 2000
Bachelor Degree, Total Quality Management
PNC Investments December 2001 - Present
PNC Bank, NA 2001 - Present
American Textile Company November 2000 - November 2001
Education
Indiana University of Pennsylvania 1995 — 2000
Bachelor Degree, Total Quality Management
Biran Patel's PNC Investments Experience 2010 - 2011
Job Investment Bank Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase 2012 - Present
PNC Investments 2010 - 2011
BlackRock 2009 - 2010
Skills
Bloomberg, Equities, Capital Markets, Trading, Banking, Microsoft Excel, Outlook, Fixed Income, Financial Analysis, Portfolio Management, Investments, Investment Banking, Securities, Microsoft Office, PowerPoint, Analysis, Risk Management, Financial Modeling, Mutual Funds, Data Analysis
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor's degree, Accounting and Finance
JP Morgan Chase 2012 - Present
PNC Investments 2010 - 2011
BlackRock 2009 - 2010
Skills
Bloomberg, Equities, Capital Markets, Trading, Banking, Microsoft Excel, Outlook, Fixed Income, Financial Analysis, Portfolio Management, Investments, Investment Banking, Securities, Microsoft Office, PowerPoint, Analysis, Risk Management, Financial Modeling, Mutual Funds, Data Analysis
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor's degree, Accounting and Finance
Dan Kurowski's PNC Investments Experience May 2014 - Present
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments May 2014 - Present
Fifth Third Securities March 2007 - March 2014
Chase Investment Services October 2003 - March 2007
Chase Investment Services November 1997 - October 2003
Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investments, Wealth Management
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science, Finance
University of Notre Dame 1991 — 1992
PNC Investments May 2014 - Present
Fifth Third Securities March 2007 - March 2014
Chase Investment Services October 2003 - March 2007
Chase Investment Services November 1997 - October 2003
Skills
Asset Allocation, Portfolio Management, Investment Advisory, Investments, Wealth Management
Education
Indiana University Bloomington 1992 — 1995
Bachelor of Science, Finance
University of Notre Dame 1991 — 1992
Adam Ordy's PNC Investments Experience November 2014 - Present
Job Supervisor/Officer PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
BNY Mellon February 2014 - November 2014
Computershare/BNY Mellon January 2011 - 2013
BNY Mellon August 2008 - December 2010
Skills
Financial Services, Finance, Accounting, Business Process..., Supervisory Experience, Securities/Trading..., Client Service, Internal / External..., Process Improvement, Project Management, Training / Development, Research & Analysis, Quality Control, Team Building, Auditing, Microsoft Office, Series 99
Education
Grove City College 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Robert Morris University 2010 — 2012
Master of Business Administration (MBA)
PNC Investments November 2014 - Present
BNY Mellon February 2014 - November 2014
Computershare/BNY Mellon January 2011 - 2013
BNY Mellon August 2008 - December 2010
Skills
Financial Services, Finance, Accounting, Business Process..., Supervisory Experience, Securities/Trading..., Client Service, Internal / External..., Process Improvement, Project Management, Training / Development, Research & Analysis, Quality Control, Team Building, Auditing, Microsoft Office, Series 99
Education
Grove City College 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Robert Morris University 2010 — 2012
Master of Business Administration (MBA)
tom crock's PNC Investments Experience 1987 - 1988
Job semiretired
Industry Plastics
Experience
Self-employed 2012 - Present
Commonwealth of Penna 1991 - 1992
PNC Investments 1987 - 1988
Education
Duquesne University 1989 — 1990
n/a, Accounting
Indiana University of PA 1975 — 1980
Bachelor of Science (BS), Economics
Self-employed 2012 - Present
Commonwealth of Penna 1991 - 1992
PNC Investments 1987 - 1988
Education
Duquesne University 1989 — 1990
n/a, Accounting
Indiana University of PA 1975 — 1980
Bachelor of Science (BS), Economics
Gerald Horsley's PNC Investments Experience November 2012 - Present
Job FX Sr. Specialist at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2012 - Present
Education
Kent State University 2000 — 2005
Bachelor's degree, American Government and Politics (United States)
Penn Hills High School
PNC Investments November 2012 - Present
Education
Kent State University 2000 — 2005
Bachelor's degree, American Government and Politics (United States)
Penn Hills High School
Chris Zabik's PNC Investments Experience November 2009 - Present
Job Senior Operations Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank