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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PNC Investments Employees
Employee
Years
Job
Industry
Joseph A. Goetzinger Joseph A. Goetzinger's PNC Investments Experience December 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments December 2014 - Present
PNC September 2012 - November 2014
Northwestern Mutual September 2009 - September 2012
Choonimals Clothing Company, LLC June 2009 - June 2010
Robert Half International November 2008 - June 2009
General Motors June 2006 - October 2008
Education
Ohio University 2002 — 2006
BA, Finance, Business Pre-Law
PNC Investments December 2014 - Present
PNC September 2012 - November 2014
Northwestern Mutual September 2009 - September 2012
Choonimals Clothing Company, LLC June 2009 - June 2010
Robert Half International November 2008 - June 2009
General Motors June 2006 - October 2008
Education
Ohio University 2002 — 2006
BA, Finance, Business Pre-Law
Greg Teetzel Greg Teetzel's PNC Investments Experience September 2006 - July 2012
Job Founder, Owner and Operator at The Chrysalis Group, LLC
Industry Financial Services
Experience
The Chrysalis Group, LLC December 2012 - Present
Huntington National Bank April 2013 - July 2014
Erie Business Center April 2012 - December 2013
Select Mortgage, Inc. August 2012 - March 2013
PNC Investments September 2006 - July 2012
New York Life Insurance Company December 2004 - August 2006
ALDI Stores November 2003 - November 2004
Drummond American June 2003 - November 2003
Foot Locker September 2000 - June 2003
Skills
Leadership, Sales, Customer Service, Strategic Planning, Public Speaking, Marketing, Analysis, Human Resources, Sales Management, Microsoft Office, Time Management, Accounting, Detail Oriented, Hard Worker, Personable, FHA, Relationship Development, Real E, Real Estate Development
Education
The American College 2004 — 2005
Course Certification, Insurance, Financial and Long Term Care Planning
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor of Science (B.S.), Management
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor's Degree, Marketing
McDowell
The Chrysalis Group, LLC December 2012 - Present
Huntington National Bank April 2013 - July 2014
Erie Business Center April 2012 - December 2013
Select Mortgage, Inc. August 2012 - March 2013
PNC Investments September 2006 - July 2012
New York Life Insurance Company December 2004 - August 2006
ALDI Stores November 2003 - November 2004
Drummond American June 2003 - November 2003
Foot Locker September 2000 - June 2003
Skills
Leadership, Sales, Customer Service, Strategic Planning, Public Speaking, Marketing, Analysis, Human Resources, Sales Management, Microsoft Office, Time Management, Accounting, Detail Oriented, Hard Worker, Personable, FHA, Relationship Development, Real E, Real Estate Development
Education
The American College 2004 — 2005
Course Certification, Insurance, Financial and Long Term Care Planning
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor of Science (B.S.), Management
Pennsylvania State University-Erie Campus 1997 — 2002
Bachelor's Degree, Marketing
McDowell
Don DiDonato Don DiDonato's PNC Investments Experience November 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
PNC Investments November 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - August 2014
Morgan Stanley Wealth Management October 2002 - June 2013
Merrill Lynch September 1994 - March 2001
Education
Penn State University 1990 — 1994
Bachlor of Science, Marketing
Kenneth Dawson Kenneth Dawson's PNC Investments Experience 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2014 - Present
St. Edward High School 2003 - Present
Fifth Third Bank 2013 - 2014
Wells Fargo Advisors 2012 - 2013
Healthcare Services Group, Inc. 2012 - 2012
DMC Restaurants 2009 - 2012
St. Edward High School 2006 - 2008
Cleveland Municipal School District 2003 - 2005
Education
Miami University 1999 — 2003
Bachelor's Degree, Secondary Social Studies Education
St. Edward High School 1995 — 1999
HS, Honors College Prep
PNC Investments 2014 - Present
St. Edward High School 2003 - Present
Fifth Third Bank 2013 - 2014
Wells Fargo Advisors 2012 - 2013
Healthcare Services Group, Inc. 2012 - 2012
DMC Restaurants 2009 - 2012
St. Edward High School 2006 - 2008
Cleveland Municipal School District 2003 - 2005
Education
Miami University 1999 — 2003
Bachelor's Degree, Secondary Social Studies Education
St. Edward High School 1995 — 1999
HS, Honors College Prep
Christopher Battistone Christopher Battistone's PNC Investments Experience February 2010 - Present
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2010 - Present
PNC Investments October 1993 - February 2010
Skills
Wealth Management, Sales, Finance
Education
Robert Morris University 1986 — 1991
Bachelor of Science (BS), Marketing/Marketing Management, General, Good
US Army 1983 — 1986
Airborne Infantry, Military and Strategic Leadership
PNC Investments February 2010 - Present
PNC Investments October 1993 - February 2010
Skills
Wealth Management, Sales, Finance
Education
Robert Morris University 1986 — 1991
Bachelor of Science (BS), Marketing/Marketing Management, General, Good
US Army 1983 — 1986
Airborne Infantry, Military and Strategic Leadership
Michen Sirleaf, CRPC, AAMS Michen Sirleaf, CRPC, AAMS's PNC Investments Experience March 2008 - December 2009
Job Assistant Vice President/Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Bank of America Merrill Lynch May 2011 - February 2013
JPMorgan Chase January 2010 - April 2011
PNC Investments March 2008 - December 2009
Skills
Series 7, Series 9, Series 10, Series 66, Accredited Asset..., Chartered Retirement..., Uniform Combined State..., Retail Banking, Branch Banking, Investments, Strategic Financial..., Insurance, Personal Financial..., Financial Planners, Financial Advisory, FINRA, Retirement, Finance, Banking, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Loans, Portfolio Management, Bonds, Fixed Income, Fixed Annuities, Private Banking, Asset Management, Series 65, ETFs, Equities, Relationship Management, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2006
Bachelor of Arts (BA), History
Matawan Regional High School 1995 — 1999
Wells Fargo February 2013 - Present
Bank of America Merrill Lynch May 2011 - February 2013
JPMorgan Chase January 2010 - April 2011
PNC Investments March 2008 - December 2009
Skills
Series 7, Series 9, Series 10, Series 66, Accredited Asset..., Chartered Retirement..., Uniform Combined State..., Retail Banking, Branch Banking, Investments, Strategic Financial..., Insurance, Personal Financial..., Financial Planners, Financial Advisory, FINRA, Retirement, Finance, Banking, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Loans, Portfolio Management, Bonds, Fixed Income, Fixed Annuities, Private Banking, Asset Management, Series 65, ETFs, Equities, Relationship Management, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2006
Bachelor of Arts (BA), History
Matawan Regional High School 1995 — 1999
Michelle Ulaschkin Michelle Ulaschkin's PNC Investments Experience May 1990 - January 1993
Job Paralegal at Master Weinstein Schatz Moyer, P.C.
Industry Law Practice
Experience
Master Weinstein Schatz Moyer, P.C. November 2009 - Present
Drinker Biddle & Reath LLP April 2008 - November 2009
Donovan Searles, LLC May 2005 - April 2008
Fine & Staud February 1993 - March 2004
PNC Investments May 1990 - January 1993
Skills
Pre-litigation, Document Review, Personal Injury, Pacer, Electronic Filing, Legal Assistance, Class Actions, Medical Review, Notary Public in State..., Type 120 words per..., Proficient in MS Word,..., Legal Research, Depositions, Notary Public, Courts, PACER
Education
Peirce College 2005 — 2009
Bachelor's degree, Paralegal
Community College of Philadelphia 1987 — 1990
Associate's degree, Business/Commerce, General
Pierce College
Bachelor's degree, Legal Assistant/Paralegal
Master Weinstein Schatz Moyer, P.C. November 2009 - Present
Drinker Biddle & Reath LLP April 2008 - November 2009
Donovan Searles, LLC May 2005 - April 2008
Fine & Staud February 1993 - March 2004
PNC Investments May 1990 - January 1993
Skills
Pre-litigation, Document Review, Personal Injury, Pacer, Electronic Filing, Legal Assistance, Class Actions, Medical Review, Notary Public in State..., Type 120 words per..., Proficient in MS Word,..., Legal Research, Depositions, Notary Public, Courts, PACER
Education
Peirce College 2005 — 2009
Bachelor's degree, Paralegal
Community College of Philadelphia 1987 — 1990
Associate's degree, Business/Commerce, General
Pierce College
Bachelor's degree, Legal Assistant/Paralegal
Jordan Litz Jordan Litz's PNC Investments Experience February 2007 - February 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
PNC Investments February 2007 - February 2012
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Retirement, Financial Advisory, Investment Advisory, Fixed Annuities, 401k, Investment Strategies
Education
Moravian College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Merrill Edge February 2012 - Present
PNC Investments February 2007 - February 2012
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Retirement, Financial Advisory, Investment Advisory, Fixed Annuities, 401k, Investment Strategies
Education
Moravian College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Mikael Davis Mikael Davis's PNC Investments Experience May 2011 - August 2011
Job Software Engineer at WeddingWire
Industry Computer Software
Experience
WeddingWire November 2014 - Present
General Assembly July 2014 - October 2014
General Assembly April 2014 - July 2014
PNC September 2013 - April 2014
PNC August 2012 - October 2013
NJIT January 2011 - May 2012
PNC Investments May 2011 - August 2011
Skills
Ruby on Rails, JavaScript, SQL, Agile Methodologies, Linux, Windows, HTML 5, CSS, Microsoft Office, Leadership, Project Management, Teamwork, Public Speaking, Data Analysis, SharePoint, Customer Service, Windows 7
Education
New Jersey Institute of Technology 2008 — 2012
Bachelor of Science, Computer Engineering
General Assembly
WeddingWire November 2014 - Present
General Assembly July 2014 - October 2014
General Assembly April 2014 - July 2014
PNC September 2013 - April 2014
PNC August 2012 - October 2013
NJIT January 2011 - May 2012
PNC Investments May 2011 - August 2011
Skills
Ruby on Rails, JavaScript, SQL, Agile Methodologies, Linux, Windows, HTML 5, CSS, Microsoft Office, Leadership, Project Management, Teamwork, Public Speaking, Data Analysis, SharePoint, Customer Service, Windows 7
Education
New Jersey Institute of Technology 2008 — 2012
Bachelor of Science, Computer Engineering
General Assembly
R. John Kuhn, CFP® R. John Kuhn, CFP®'s PNC Investments Experience 2007 - 2010
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
Fifth Third Private Bank September 2013 - Present
Ameriserv Financial August 2012 - September 2013
First Commonwealth Advisors February 2010 - August 2012
PNC Investments 2007 - 2010
TIAA-CREF 1999 - 2007
Skills
Retirement Planning, Sales Management, Financial Planning, Direct Sales, Consultative Selling, Group Presentations, Sales Presentations, Sales Skills Training, Strategic Financial..., Coaching, Wealth Management..., Training, Retirement, Wealth, Selling, Wealth Management, Banking, Selling Skills, Investments, Investment Management, Mutual Funds, Uniform Combined State..., Series 6, 401k, Series 24, Fixed Annuities, Asset Allocation, Financial Advisory
Education
Metropolitan State University of Denver
Aerospace Science; Business Management
Brandon Nobile Brandon Nobile's PNC Investments Experience May 2011 - October 2011
Job Investments Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Fidelity Investments December 2012 - Present
BNY Mellon March 2012 - December 2012
New England Financial November 2011 - February 2012
PNC Investments May 2011 - October 2011
PNC February 2010 - May 2011
Pep Boys Auto August 2005 - February 2010
ServiceLink April 2009 - September 2009
Combined Insurance Company of America September 2008 - February 2009
Skills
Financial Services, Customer Service, Insurance, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Banking, Credit, Retirement, Strategic Financial..., Sales, Customer Satisfaction, Customer Engagement, Customer Support, Investment Banking, Investment Advisory, Investment Strategies, Financial Reporting, Financial Analysis, Financial Accounting, Direct Sales, Sales Presentations, Sales Management, Client, Client Education, Client Development, Customer Retention, Customer Acquisition, Financial Advisory, Finance, Relationship Management, Securities, Asset Management
Education
Point Park University 2011 — 2013
MBA, Management
Penn State University 2003 — 2009
B.S., Management and Marketing
Luis Miletti Jr, CRPC®'s PNC Investments Experience Financial AdvisorPNC InvestmentsFinancial Sales ConsultantPNCJune 2008 - June 2010
Job AVP, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments Financial AdvisorPNC InvestmentsFinancial Sales ConsultantPNCJune 2008 - June 2010
Education
Northern Kentucky University
PNC Investments Financial AdvisorPNC InvestmentsFinancial Sales ConsultantPNCJune 2008 - June 2010
Education
Northern Kentucky University
Jennifer (Pashley) Rappaport's PNC Investments Experience March 1999 - April 2003
Job Executive Assistant at Chariot Solutions, LLC
Industry Information Technology and Services
Experience
Chariot Solutions, LLC September 2007 - Present
Advantage Financial Mortgage LLC 2003 - 2007
PNC Investments March 1999 - April 2003
Sloane Automotive Group 1994 - 1998
Skills
Finance, Lotus Notes, Financial Services, Insurance, Account Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Series 63, Series 6, Life & Health Insurance..., Visio, Outlook, Customer Service, Databases, Management, SQL
Education
Montgomery County Community College
Associate's degree, General Studies
West Chester University of Pennsylvania
Chariot Solutions, LLC September 2007 - Present
Advantage Financial Mortgage LLC 2003 - 2007
PNC Investments March 1999 - April 2003
Sloane Automotive Group 1994 - 1998
Skills
Finance, Lotus Notes, Financial Services, Insurance, Account Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Series 63, Series 6, Life & Health Insurance..., Visio, Outlook, Customer Service, Databases, Management, SQL
Education
Montgomery County Community College
Associate's degree, General Studies
West Chester University of Pennsylvania
Andy Zimmerman Andy Zimmerman's PNC Investments Experience June 2009 - June 2014
Job Group Executive, CFP®, SVP
Industry Financial Services
Experience
Citi June 2014 - Present
PNC Investments June 2009 - June 2014
PNC Investments February 2007 - June 2009
KeyBank (Key Investment Services) 2006 - 2007
The Hartford 2005 - 2006
New England Financial 2003 - 2005
Protective Life 2001 - 2003
Skills
Sales Management, Strategic Leadership, Change Management, Investments, Wealth Management, Series 7, Series 65, Series 63, Financial Analysis, Retirement Planning, Portfolio Management, Financial Advisory, Mutual Funds, Estate Planning, Certified Financial...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Executive MBA program
Ohio University 1994 — 1998
BS, Journalism, Public Relations
Citi June 2014 - Present
PNC Investments June 2009 - June 2014
PNC Investments February 2007 - June 2009
KeyBank (Key Investment Services) 2006 - 2007
The Hartford 2005 - 2006
New England Financial 2003 - 2005
Protective Life 2001 - 2003
Skills
Sales Management, Strategic Leadership, Change Management, Investments, Wealth Management, Series 7, Series 65, Series 63, Financial Analysis, Retirement Planning, Portfolio Management, Financial Advisory, Mutual Funds, Estate Planning, Certified Financial...
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA), Executive MBA program
Ohio University 1994 — 1998
BS, Journalism, Public Relations
Russell Jensen Russell Jensen's PNC Investments Experience December 2009 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2009 - Present
M&T Bank February 2003 - December 2009
Thrivent Financial for Lutherans August 1991 - January 2001
Skills
Financial Planning, Finance, Series 7, Retirement Planning, Public Speaking, Customer Service, Leadership, Retirement
Education
Roosevelt University 1981 — 1984
Bachelor of Science (B.S.), Music Teacher Education
Western Illinois University 1978 — 1981
Music Teacher Education
PNC Investments December 2009 - Present
M&T Bank February 2003 - December 2009
Thrivent Financial for Lutherans August 1991 - January 2001
Skills
Financial Planning, Finance, Series 7, Retirement Planning, Public Speaking, Customer Service, Leadership, Retirement
Education
Roosevelt University 1981 — 1984
Bachelor of Science (B.S.), Music Teacher Education
Western Illinois University 1978 — 1981
Music Teacher Education
Miguel Trinidad, CAMS Miguel Trinidad, CAMS's PNC Investments Experience March 2010 - February 2011
Job MBA, Branch Manager at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Chase March 2011 - May 2014
PNC Investments March 2010 - February 2011
PNC January 2008 - March 2010
Ameriprise Financial Services, Inc. July 2007 - December 2007
The Lab Consulting 2004 - 2007
Skills
Banking, Management, Retail Banking, Portfolio Management, Loans, KYC, Anti Money Laundering, USA PATRIOT Act, Teamwork, Strategic Financial..., OS X, Finance, Financial Planning, Microsoft Technologies, Financial Advisory, Retirement Planning, Project Planning, CRM, Relationship Management, Languages, Mac OS X, Financial Services, Credit, Investments, Strategy, Sales, Customer Service, Risk Management, Business Analysis, Financial Analysis, Leadership, Microsoft Office, Mortgage Lending, Credit Analysis, Microsoft Excel, Sales Management, Process Improvement, Team Leadership, Cross Selling, Small Business Lending, Commercial Banking, Coaching, Cash Management, Customer Retention, Financial Risk, Consumer Lending, Mortgage Banking, Credit Cards, Commercial Lending
Education
Saint Peter's University 2011 — 2013
MBA, Finance
Saint Peter's University 2002 — 2006
Marketing Management, Economics
Capital One June 2014 - Present
Chase March 2011 - May 2014
PNC Investments March 2010 - February 2011
PNC January 2008 - March 2010
Ameriprise Financial Services, Inc. July 2007 - December 2007
The Lab Consulting 2004 - 2007
Skills
Banking, Management, Retail Banking, Portfolio Management, Loans, KYC, Anti Money Laundering, USA PATRIOT Act, Teamwork, Strategic Financial..., OS X, Finance, Financial Planning, Microsoft Technologies, Financial Advisory, Retirement Planning, Project Planning, CRM, Relationship Management, Languages, Mac OS X, Financial Services, Credit, Investments, Strategy, Sales, Customer Service, Risk Management, Business Analysis, Financial Analysis, Leadership, Microsoft Office, Mortgage Lending, Credit Analysis, Microsoft Excel, Sales Management, Process Improvement, Team Leadership, Cross Selling, Small Business Lending, Commercial Banking, Coaching, Cash Management, Customer Retention, Financial Risk, Consumer Lending, Mortgage Banking, Credit Cards, Commercial Lending
Education
Saint Peter's University 2011 — 2013
MBA, Finance
Saint Peter's University 2002 — 2006
Marketing Management, Economics
Tom Finkenbinder Tom Finkenbinder's PNC Investments Experience October 2012 - November 2014
Job Executive Director at New Edge Analytics
Industry Investment Management
Experience
New Edge Analytics January 2014 - Present
PNC Investments October 2012 - November 2014
TheHUB January 2012 - July 2013
MetLife August 2011 - October 2012
Merrill Lynch September 2008 - September 2011
New Edge Capital Management 2000 - 2008
BAE Systems 2003 - 2004
Northrop Grumman Corporation 1997 - 2002
Freddie Mac 1995 - 1997
Sallie Mae 1992 - 1995
Skills
Portfolio Management, Strategic Financial..., Investments, Business Strategy, New Business Development, Business Development, Sales Management, Investment Advisory, Equity Research, Finance, Banking, Management, Risk Management, Strategic Planning
Education
Penn State University 1978 — 1984
MBA
Penn State University 1979 — 1982
B.S. Electrical Engineering
New Edge Analytics January 2014 - Present
PNC Investments October 2012 - November 2014
TheHUB January 2012 - July 2013
MetLife August 2011 - October 2012
Merrill Lynch September 2008 - September 2011
New Edge Capital Management 2000 - 2008
BAE Systems 2003 - 2004
Northrop Grumman Corporation 1997 - 2002
Freddie Mac 1995 - 1997
Sallie Mae 1992 - 1995
Skills
Portfolio Management, Strategic Financial..., Investments, Business Strategy, New Business Development, Business Development, Sales Management, Investment Advisory, Equity Research, Finance, Banking, Management, Risk Management, Strategic Planning
Education
Penn State University 1978 — 1984
MBA
Penn State University 1979 — 1982
B.S. Electrical Engineering
Edward Kelley Edward Kelley's PNC Investments Experience December 2005 - November 2011
Job Private Wealth Advisor
Industry Financial Services
Experience
Mosaic Wealth Consulting April 2015 - Present
Allstate October 2013 - March 2015
Nationwide Financial November 2011 - October 2013
PNC Investments December 2005 - November 2011
Banc of America Investment Services August 2003 - January 2005
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Mutual Funds, Series 7, Fixed Annuities, Variable Annuities, Finance, Securities, Managed Money, Estate Planning, Disability Insurance, Property & Casualty..., Series 65, Municipal Bonds, Stocks, Commercial Insurance, Bonds, Equity Indexed Annuities, Term Life Insurance, Umbrella Insurance, Health Insurance, Supplemental Health, College Funding..., Medicare Supplements, Medicare Advantage
Education
Mercyhurst College 1992 — 1996
BA, Art Therapy
Yough 1989 — 1992
Mosaic Wealth Consulting April 2015 - Present
Allstate October 2013 - March 2015
Nationwide Financial November 2011 - October 2013
PNC Investments December 2005 - November 2011
Banc of America Investment Services August 2003 - January 2005
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Mutual Funds, Series 7, Fixed Annuities, Variable Annuities, Finance, Securities, Managed Money, Estate Planning, Disability Insurance, Property & Casualty..., Series 65, Municipal Bonds, Stocks, Commercial Insurance, Bonds, Equity Indexed Annuities, Term Life Insurance, Umbrella Insurance, Health Insurance, Supplemental Health, College Funding..., Medicare Supplements, Medicare Advantage
Education
Mercyhurst College 1992 — 1996
BA, Art Therapy
Yough 1989 — 1992
Chris Yim's PNC Investments Experience May 2011 - July 2011
Job Senior Consultant, Enterprise Intelligence at EY
Industry Management Consulting
Experience
EY October 2014 - Present
EY April 2012 - September 2014
PNC Investments May 2011 - July 2011
PwC January 2011 - March 2011
Byucksan Engineering Co., Ltd. June 2010 - July 2010
Skills
Financial Modeling, Management Consulting, Financial Analysis, Internal Controls, Financial Reporting, Hyperion, Consulting, Analysis, Essbase, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Accounting, Business Process..., Management, Data Analysis, Hyperion Planning, Hyperion Financial..., Hyperion Web Analysis, Hyperion User..., SAP Workforce...
Education
Miami University 2007 — 2011
Bachelor of Science, Accounting, Finance, Decision Sciences
William Mason High School 2003 — 2007
EY October 2014 - Present
EY April 2012 - September 2014
PNC Investments May 2011 - July 2011
PwC January 2011 - March 2011
Byucksan Engineering Co., Ltd. June 2010 - July 2010
Skills
Financial Modeling, Management Consulting, Financial Analysis, Internal Controls, Financial Reporting, Hyperion, Consulting, Analysis, Essbase, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Accounting, Business Process..., Management, Data Analysis, Hyperion Planning, Hyperion Financial..., Hyperion Web Analysis, Hyperion User..., SAP Workforce...
Education
Miami University 2007 — 2011
Bachelor of Science, Accounting, Finance, Decision Sciences
William Mason High School 2003 — 2007
Alexander Pritsker's PNC Investments Experience July 2011 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
J.P. Morgan September 2009 - July 2011
Education
Mercer County Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
PNC Investments July 2011 - Present
J.P. Morgan September 2009 - July 2011
Education
Mercer County Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
Christopher Maxwell's PNC Investments Experience May 2011 - April 2012
Job Professional & Community Leader
Industry Wholesale
Experience
Audubon Schools District January 2015 - Present
The Universal Life Church Monastery April 2013 - Present
Freelance Photographer June 2011 - Present
Burns Honda August 2014 - December 2014
EcReCon Inc. April 2012 - August 2014
PNC Investments May 2011 - April 2012
Images Furniture Warehouse October 2010 - May 2011
Equity Source Home Loans, LLC May 2010 - September 2010
Edward Jones March 2006 - January 2010
Film / TV Work / Entertainment April 2004 - March 2006
Skills
Sales Management, Team Building, Leadership, Sales, Public Relations, Customer Satisfaction, Marketing Communications, Public Speaking, New Business Development, Strategic Financial..., Entrepreneurship, Financial Advisory, Creative Problem Solving, Sales Finance, Creative Writing, Financial Sales, Marketing, Photography, Customer Service, Management, Marketing Strategy, Negotiation, Account Management, Strategic Planning, Social Media Marketing, Contract Negotiation, Event Management, Training, Social Media, Event Planning, Finance, Time Management, Sales Operations, Microsoft Office, Social Networking, Budgets, Business Development, Fundraising, Direct Sales, Advertising, Inventory Management, Editing
Education
Rowan University 1998 — 2000
B.A. Communication Studies—December 2000, Marketing, Advertising, Public Relations
Audubon Schools District January 2015 - Present
The Universal Life Church Monastery April 2013 - Present
Freelance Photographer June 2011 - Present
Burns Honda August 2014 - December 2014
EcReCon Inc. April 2012 - August 2014
PNC Investments May 2011 - April 2012
Images Furniture Warehouse October 2010 - May 2011
Equity Source Home Loans, LLC May 2010 - September 2010
Edward Jones March 2006 - January 2010
Film / TV Work / Entertainment April 2004 - March 2006
Skills
Sales Management, Team Building, Leadership, Sales, Public Relations, Customer Satisfaction, Marketing Communications, Public Speaking, New Business Development, Strategic Financial..., Entrepreneurship, Financial Advisory, Creative Problem Solving, Sales Finance, Creative Writing, Financial Sales, Marketing, Photography, Customer Service, Management, Marketing Strategy, Negotiation, Account Management, Strategic Planning, Social Media Marketing, Contract Negotiation, Event Management, Training, Social Media, Event Planning, Finance, Time Management, Sales Operations, Microsoft Office, Social Networking, Budgets, Business Development, Fundraising, Direct Sales, Advertising, Inventory Management, Editing
Education
Rowan University 1998 — 2000
B.A. Communication Studies—December 2000, Marketing, Advertising, Public Relations
Erica Rosser Erica Rosser's PNC Investments Experience May 1993 - Present
Job Loan Analyst II at PNC Wealth Management
Industry Financial Services
Experience
PNC Investments May 1993 - Present
PNC Wealth Management May 1993 - Present
Skills
Loans, Portfolio Management, Investments, Banking, Credit, Commercial Lending, Wealth Management, Investment Advisory, Mortgage Lending, Credit Analysis, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Analysis, Team Building, Social Networking, Customer Service, Public Speaking, Leadership
Education
Point Park University 2004 — 2005
PNC Investments May 1993 - Present
PNC Wealth Management May 1993 - Present
Skills
Loans, Portfolio Management, Investments, Banking, Credit, Commercial Lending, Wealth Management, Investment Advisory, Mortgage Lending, Credit Analysis, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Analysis, Team Building, Social Networking, Customer Service, Public Speaking, Leadership
Education
Point Park University 2004 — 2005
Amanda Shilko Amanda Shilko's PNC Investments Experience April 2009 - February 2010
Job Account Manager at Golden & Cohen, LLC
Industry Insurance
Experience
Golden & Cohen, LLC July 2013 - Present
Woodstone Country Club March 2012 - July 2013
Wells Fargo October 2011 - March 2012
ETA Benefits Group February 2010 - October 2011
PNC Investments April 2009 - February 2010
National City Bank (now PNC Bank) July 2008 - February 2009
M&T Bank February 2008 - July 2008
Ameriprise Financial July 2007 - February 2008
Villas Crossing Golf Course 2001 - 2007
Skills
Event Planning, PowerPoint, Retirement Planning, Disability Insurance, Employee Benefits, Presentations, Insurance, Strategic Financial..., Management, Accounting, Brokers, Underwriting, Wealth Management, Life Insurance, Finance, Health Insurance, Financial Planning, Customer Service, Leadership
Education
Moravian College 2003 — 2007
B.A., Business Mgmt, 3.49
Tamaqua Area High School 2000 — 2003
High School Diploma, General Studies
Golden & Cohen, LLC July 2013 - Present
Woodstone Country Club March 2012 - July 2013
Wells Fargo October 2011 - March 2012
ETA Benefits Group February 2010 - October 2011
PNC Investments April 2009 - February 2010
National City Bank (now PNC Bank) July 2008 - February 2009
M&T Bank February 2008 - July 2008
Ameriprise Financial July 2007 - February 2008
Villas Crossing Golf Course 2001 - 2007
Skills
Event Planning, PowerPoint, Retirement Planning, Disability Insurance, Employee Benefits, Presentations, Insurance, Strategic Financial..., Management, Accounting, Brokers, Underwriting, Wealth Management, Life Insurance, Finance, Health Insurance, Financial Planning, Customer Service, Leadership
Education
Moravian College 2003 — 2007
B.A., Business Mgmt, 3.49
Tamaqua Area High School 2000 — 2003
High School Diploma, General Studies
Ryan Strange Ryan Strange's PNC Investments Experience September 2011 - July 2013
Job Officer / Associate Investment Advisor at Hawthorn
Industry Financial Services
Experience
Hawthorn July 2013 - Present
PNC Investments September 2011 - July 2013
PNC Investments July 2009 - September 2011
PNC Investments March 1999 - July 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Wealth Management, Fixed Annuities, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Asset Managment, Retirement, Equities, Insurance, Investment Strategies, Portfolio Management, Financial Analysis, Banking, Fixed Income
Education
La Salle University 2007 — 2009
MBA, Finance
Penn State University 1994 — 1998
Bachelor of Science, Marketing
Hawthorn July 2013 - Present
PNC Investments September 2011 - July 2013
PNC Investments July 2009 - September 2011
PNC Investments March 1999 - July 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Wealth Management, Fixed Annuities, Asset Allocation, Securities, Investment Advisory, Strategic Financial..., Asset Managment, Retirement, Equities, Insurance, Investment Strategies, Portfolio Management, Financial Analysis, Banking, Fixed Income
Education
La Salle University 2007 — 2009
MBA, Finance
Penn State University 1994 — 1998
Bachelor of Science, Marketing
Rory Carmody's PNC Investments Experience February 2013 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2013 - Present
TD August 2012 - February 2013
Inlet Outlet January 2012 - August 2012
AXA Equitable June 2010 - June 2011
Education
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Arts and Science, Communication
PNC Investments February 2013 - Present
TD August 2012 - February 2013
Inlet Outlet January 2012 - August 2012
AXA Equitable June 2010 - June 2011
Education
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Arts and Science, Communication
Mike Kurka Mike Kurka's PNC Investments Experience April 2012 - Present
Job VP, Product Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2012 - Present
Sterling Trust, a division of Equity Trust Company January 2010 - April 2012
Equity Trust Company September 2008 - February 2010
AmTrust Bank October 2002 - September 2008
H&R Block Financial Advisors May 2000 - September 2002
Skills
Leadership Development, Leadership, Performance Management, Series 7, Investments, Alternative Investments, Instructional Design, Training Facilitation, Developmental Coaching, Channel Account..., Relationship Management, Project Management, Change Management, Sales Management, ROI Optimization, Consultative Sales..., DISC, Product Development, Product Management, Mortgage Banking, Business Development, Mortgage Lending, Retirement, Qualified Retirement..., Mutual Funds, Program Management, Coaching, Lean, Six Sigma, Yellow Belt, Management, Talent Management, Team Building, Strategic Planning, Financial Services
Education
Miami University 1993 — 1998
BA, Psychology, Human Resources
Villanova University 2014 — 2014
Certificate of Achievement, Six Sigma Green Belt- Financial Services
PNC Investments April 2012 - Present
Sterling Trust, a division of Equity Trust Company January 2010 - April 2012
Equity Trust Company September 2008 - February 2010
AmTrust Bank October 2002 - September 2008
H&R Block Financial Advisors May 2000 - September 2002
Skills
Leadership Development, Leadership, Performance Management, Series 7, Investments, Alternative Investments, Instructional Design, Training Facilitation, Developmental Coaching, Channel Account..., Relationship Management, Project Management, Change Management, Sales Management, ROI Optimization, Consultative Sales..., DISC, Product Development, Product Management, Mortgage Banking, Business Development, Mortgage Lending, Retirement, Qualified Retirement..., Mutual Funds, Program Management, Coaching, Lean, Six Sigma, Yellow Belt, Management, Talent Management, Team Building, Strategic Planning, Financial Services
Education
Miami University 1993 — 1998
BA, Psychology, Human Resources
Villanova University 2014 — 2014
Certificate of Achievement, Six Sigma Green Belt- Financial Services
Luann Becker's PNC Investments Experience January 2003 - May 2006
Job Reg Sr CSA at UBS Financial Services
Industry Financial Services
Experience
Morgan Stanley May 2006 - March 2009
PNC Investments January 2003 - May 2006
Education
Northern Kentucky University 1988 — 1995
Associate of Business, Business Administration and Management, General
Morgan Stanley May 2006 - March 2009
PNC Investments January 2003 - May 2006
Education
Northern Kentucky University 1988 — 1995
Associate of Business, Business Administration and Management, General
Scott M. Boyd Scott M. Boyd's PNC Investments Experience January 2013 - April 2013
Job Financial Advisor at VALIC Financial (AIG)
Industry Financial Services
Experience
VALIC (AIG) October 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - August 2014
PNC Investments January 2013 - April 2013
E*TRADE Financial February 2008 - September 2012
GAIN Capital October 2006 - January 2008
Hennion & Walsh, Inc June 2005 - October 2006
Best Buy September 2000 - January 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Financial Services, Financial Planning, Retirement, Estate Planning, Investment Strategies, Insurance
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors of Science, Finance, Paleontology, Graphic Arts, Psychology
VALIC (AIG) October 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - August 2014
PNC Investments January 2013 - April 2013
E*TRADE Financial February 2008 - September 2012
GAIN Capital October 2006 - January 2008
Hennion & Walsh, Inc June 2005 - October 2006
Best Buy September 2000 - January 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Financial Services, Financial Planning, Retirement, Estate Planning, Investment Strategies, Insurance
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelors of Science, Finance, Paleontology, Graphic Arts, Psychology
Liza Hord Liza Hord's PNC Investments Experience May 2011 - August 2011
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Deloitte June 2013 - Present
Deloitte June 2012 - August 2012
PNC Investments May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Auditing
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Accountancy and Finance
Miami University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Deloitte September 2014 - Present
Deloitte June 2013 - Present
Deloitte June 2012 - August 2012
PNC Investments May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Auditing
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Accountancy and Finance
Miami University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Wanda M. Bryant's PNC Investments Experience August 2014 - Present
Job Client Success Representative, Payroll Services at PrimePay
Industry Financial Services
Experience
PrimePay July 2015 - Present
PNC Investments August 2014 - Present
Vanguard October 2013 - February 2014
Verizon Enterprise Solutions October 2009 - April 2013
Verizon Enterprise Solutions July 2006 - September 2009
Verizon Enterprise Solutions March 2006 - July 2006
Verizon Enterprise Solutions March 1999 - March 2006
Education
The Center Health Yoga Arts 2015 — 2016
Certified Yoga Instructor
Penn State University
Bachelor's degree, Marketing
PrimePay July 2015 - Present
PNC Investments August 2014 - Present
Vanguard October 2013 - February 2014
Verizon Enterprise Solutions October 2009 - April 2013
Verizon Enterprise Solutions July 2006 - September 2009
Verizon Enterprise Solutions March 2006 - July 2006
Verizon Enterprise Solutions March 1999 - March 2006
Education
The Center Health Yoga Arts 2015 — 2016
Certified Yoga Instructor
Penn State University
Bachelor's degree, Marketing
Heather Winchell Heather Winchell's PNC Investments Experience June 2000 - January 2009
Job Senior Unit Manager at BNY Mellon
Industry Accounting
Experience
BNY Mellon September 2013 - Present
Wyoming Department of Transportation 2012 - Present
Martin/Martin Wyoming January 2012 - July 2012
C White & Son October 2010 - May 2011
PNC Investments June 2000 - January 2009
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Gmail, Accounts Payable, Accounts Receivable, Payroll, Access, Accounting, Microsoft Office, Outlook, Software Documentation, QuickBooks, Office Administration, Teamwork, Account Reconciliation, Spreadsheets, Call Centers, Data Entry, PeopleSoft, Telephone Skills, Auditing, Time Management, Fax, Human Resources, General Ledger, Expenses, Tax, Administrative..., Office Management, Management, Invoicing
Education
Salter College-West Boylston 1999 — 2000
Certificate, Executive Assistant/Executive Secretary
BNY Mellon September 2013 - Present
Wyoming Department of Transportation 2012 - Present
Martin/Martin Wyoming January 2012 - July 2012
C White & Son October 2010 - May 2011
PNC Investments June 2000 - January 2009
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Gmail, Accounts Payable, Accounts Receivable, Payroll, Access, Accounting, Microsoft Office, Outlook, Software Documentation, QuickBooks, Office Administration, Teamwork, Account Reconciliation, Spreadsheets, Call Centers, Data Entry, PeopleSoft, Telephone Skills, Auditing, Time Management, Fax, Human Resources, General Ledger, Expenses, Tax, Administrative..., Office Management, Management, Invoicing
Education
Salter College-West Boylston 1999 — 2000
Certificate, Executive Assistant/Executive Secretary
Scott D'Amico's PNC Investments Experience July 2013 - Present
Job Financial Advisor PNC Investments
Industry Financial Services
Experience
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
Judy A Jones Judy A Jones's PNC Investments Experience October 2004 - Present
Job Assistant at PNC Investments
Industry Investment Banking
Experience
PNC Investments October 2004 - Present
UPMC September 2003 - Present
Bally Total Fitness March 2001 - October 2005
Skills
Event Planning, Management, Counseling Psychology, Patient Advocacy, Strategic Financial..., Investments, Research, Fundraising, Non-profits, Administrative..., Credit, Time Management, Outlook, Banking, Workshop Facilitation, Estate Planning, Cpr Certified, Social Media, Teaching, Financial Planning
Education
Point Park University 1983 — 2007
PCCE, ICCE, LCCE, Chidlbirth education, child care, breastfeeding, postpartum care, professional montrice, siblings
Swissvale High School 1968 — 1972
PNC Investments October 2004 - Present
UPMC September 2003 - Present
Bally Total Fitness March 2001 - October 2005
Skills
Event Planning, Management, Counseling Psychology, Patient Advocacy, Strategic Financial..., Investments, Research, Fundraising, Non-profits, Administrative..., Credit, Time Management, Outlook, Banking, Workshop Facilitation, Estate Planning, Cpr Certified, Social Media, Teaching, Financial Planning
Education
Point Park University 1983 — 2007
PCCE, ICCE, LCCE, Chidlbirth education, child care, breastfeeding, postpartum care, professional montrice, siblings
Swissvale High School 1968 — 1972
Emil Baczyk, CFP® Emil Baczyk, CFP®'s PNC Investments Experience June 2011 - Present
Job Financial Advisor at PNC Investments, Certified Financial Planner™
Industry Financial Services
Experience
PNC Investments June 2011 - Present
Wells Fargo Advisors, LLC May 2010 - June 2011
Wachovia Bank July 2003 - May 2010
Education
New York University
Executive Financial Planning Program
Rider University
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
PNC Investments June 2011 - Present
Wells Fargo Advisors, LLC May 2010 - June 2011
Wachovia Bank July 2003 - May 2010
Education
New York University
Executive Financial Planning Program
Rider University
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics
Chris Bergman's PNC Investments Experience 2001 - 2007
Job Senior Financial Consultant at Signature Financial Group LLC
Industry Marketing and Advertising
Experience
Signature Financial Group LLC June 2008 - Present
Vantige Group October 2011 - December 2014
PNC Investments 2001 - 2007
Smith Barney 1998 - 2001
Sun Chemical Corporation June 1990 - June 1998
Skills
Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Investments, Sales Management, Investment Advisory, Sales, Finance, Wealth Management, 401k, Bonds, Financial Advisory, Series 7
Education
Seton Hall University
BS, Finance
Signature Financial Group LLC June 2008 - Present
Vantige Group October 2011 - December 2014
PNC Investments 2001 - 2007
Smith Barney 1998 - 2001
Sun Chemical Corporation June 1990 - June 1998
Skills
Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Investments, Sales Management, Investment Advisory, Sales, Finance, Wealth Management, 401k, Bonds, Financial Advisory, Series 7
Education
Seton Hall University
BS, Finance
Raymond J. Kelly, CIMA Raymond J. Kelly, CIMA's PNC Investments Experience January 2010 - March 2010
Job External Wholesaler Regional Vice President at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
Dario M. Alvarez Dario M. Alvarez's PNC Investments Experience July 2013 - July 2014
Job Vice President Premier Relationship Manager at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management August 2014 - Present
PNC Investments July 2013 - July 2014
SunTrust Investment Services June 2011 - July 2013
BankUnited Investment Services August 2005 - June 2011
American Express Financial Advisors 2004 - 2004
Florida Power & Light 1985 - 1999
Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages
Education
Barry University 1986 — 1991
Bachelor of Science, Management and Finance
Miami Dade College 1980 — 1985
Associate of Arts, Business Management
HSBC Retail Banking and Wealth Management August 2014 - Present
PNC Investments July 2013 - July 2014
SunTrust Investment Services June 2011 - July 2013
BankUnited Investment Services August 2005 - June 2011
American Express Financial Advisors 2004 - 2004
Florida Power & Light 1985 - 1999
Skills
Financial Services, Estate Planning, Series 7, Series 66, Retirement Planning, Credit Cards, Residential Mortgages
Education
Barry University 1986 — 1991
Bachelor of Science, Management and Finance
Miami Dade College 1980 — 1985
Associate of Arts, Business Management
Aaron Berg Aaron Berg's PNC Investments Experience 2007 - 2008
Job Senior Audit Associate at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche November 2009 - Present
PNC Investments 2007 - 2008
AXA Advisors 2000 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA
University of Delaware 1992 — 1996
BA
Deloitte & Touche November 2009 - Present
PNC Investments 2007 - 2008
AXA Advisors 2000 - 2007
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2009
MBA
University of Delaware 1992 — 1996
BA
Imani Lucas, MS Imani Lucas, MS's PNC Investments Experience June 2005 - December 2007
Job Program Director at Health Education Council
Industry Education Management
Experience
Health Education Council April 2015 - Present
Roberts Family Development Center November 2010 - Present
National Brokers Network April 2010 - April 2012
MetLife December 2007 - April 2010
Net Impact 2008 - 2009
Kingswood Community Center 2008 - 2009
PNC Investments June 2005 - December 2007
Peace Corps 2001 - 2003
Skills
Training, Small Business, Financial Reporting, Public Speaking, Non-profits, Team Building, New Business Development, Strategic Planning, Spanish, Customer Service, Microsoft Office, Banking, Finance, Insurance, Leadership, Community Outreach
Education
School for International Training 2000 — 2003
Organizational Management, Spanish
University of California, Berkeley 1997 — 1999
Sociology, Spanish
Health Education Council April 2015 - Present
Roberts Family Development Center November 2010 - Present
National Brokers Network April 2010 - April 2012
MetLife December 2007 - April 2010
Net Impact 2008 - 2009
Kingswood Community Center 2008 - 2009
PNC Investments June 2005 - December 2007
Peace Corps 2001 - 2003
Skills
Training, Small Business, Financial Reporting, Public Speaking, Non-profits, Team Building, New Business Development, Strategic Planning, Spanish, Customer Service, Microsoft Office, Banking, Finance, Insurance, Leadership, Community Outreach
Education
School for International Training 2000 — 2003
Organizational Management, Spanish
University of California, Berkeley 1997 — 1999
Sociology, Spanish
Eursula Walker-Jennings Eursula Walker-Jennings's PNC Investments Experience May 2011 - July 2012
Job Income Maintenance Caseworker
Industry Government Administration
Experience
Department of Public Welfare May 2014 - Present
PNC Investments May 2011 - July 2012
United States Marine Corps November 2004 - March 2009
Skills
Organization, Data Analysis, Data Management, Procedure Development, Compliance, Standards Compliance, Internal Audit, Risk Based Inspection, Inspection, Policy Analysis, Communication, Managerial Skills, Procedure Manuals, Data Entry, Databases, Auditing, Data Reconciliation, Training, Time Management, Client Liason, Priority Management, Schedule Control, Clerical Skills, Analysis, Leadership, Management, Human Resources, Policy, Critical Thinking
Education
Penn State University 2009 — 2013
Bachelor of Arts (BA), Law and Society
Charles Henderson High School 2000 — 2004
Department of Public Welfare May 2014 - Present
PNC Investments May 2011 - July 2012
United States Marine Corps November 2004 - March 2009
Skills
Organization, Data Analysis, Data Management, Procedure Development, Compliance, Standards Compliance, Internal Audit, Risk Based Inspection, Inspection, Policy Analysis, Communication, Managerial Skills, Procedure Manuals, Data Entry, Databases, Auditing, Data Reconciliation, Training, Time Management, Client Liason, Priority Management, Schedule Control, Clerical Skills, Analysis, Leadership, Management, Human Resources, Policy, Critical Thinking
Education
Penn State University 2009 — 2013
Bachelor of Arts (BA), Law and Society
Charles Henderson High School 2000 — 2004
Jeremy Cooper, CPA Jeremy Cooper, CPA's PNC Investments Experience 2009 - June 2010
Job Group Manager, VP, Data Analytics at PNC
Industry Banking
Experience
PNC September 2012 - Present
PNC Financial Services Group June 2010 - September 2012
PNC Investments 2009 - June 2010
National City Corp June 2008 - June 2009
National City Corporation May 2006 - June 2008
Skills
Accounting, Investments, Tax, Financial Analysis, Financial Modeling, Excel, Financial Reporting, Financial Planning, Banking, Strategic Financial..., Financial Services, Auditing, Portfolio Management, Analytics, Data Analysis, Finance
Education
The University of Akron 2006 — 2008
MA, Taxation
Miami University 2002 — 2006
BS, Accounting, Finance
PNC September 2012 - Present
PNC Financial Services Group June 2010 - September 2012
PNC Investments 2009 - June 2010
National City Corp June 2008 - June 2009
National City Corporation May 2006 - June 2008
Skills
Accounting, Investments, Tax, Financial Analysis, Financial Modeling, Excel, Financial Reporting, Financial Planning, Banking, Strategic Financial..., Financial Services, Auditing, Portfolio Management, Analytics, Data Analysis, Finance
Education
The University of Akron 2006 — 2008
MA, Taxation
Miami University 2002 — 2006
BS, Accounting, Finance
Jim Dunlap's PNC Investments Experience March 2006 - Present
Job Fed Settlement Supervisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2006 - Present
Fiserv Securities January 2001 - January 2006
PMG Capital February 2000 - December 2000
Philadelphia Depository Trust 1978 - 1999
CVS Pharmacy 1986 - 1988
Skills
Securities Operations, Mutual Funds, Federal Reserve..., Dividend & Income..., Federal Reserve, Income, Settlement, Securities, Fixed Income, Equities, Options, Hedge Funds, Asset Management, Trading, Bloomberg, Capital Markets, Insurance, Financial Services, Banking
Education
Northeast High School
Penn State University
Associate's degree, Business Adminstration
fels
fels
PNC Investments March 2006 - Present
Fiserv Securities January 2001 - January 2006
PMG Capital February 2000 - December 2000
Philadelphia Depository Trust 1978 - 1999
CVS Pharmacy 1986 - 1988
Skills
Securities Operations, Mutual Funds, Federal Reserve..., Dividend & Income..., Federal Reserve, Income, Settlement, Securities, Fixed Income, Equities, Options, Hedge Funds, Asset Management, Trading, Bloomberg, Capital Markets, Insurance, Financial Services, Banking
Education
Northeast High School
Penn State University
Associate's degree, Business Adminstration
fels
fels
Lisa Britt Lisa Britt's PNC Investments Experience June 1993 - August 2012
Job Certified Wealth Strategist® / Senior Financial Advisor / Vice President at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. August 2012 - Present
PNC Investments June 1993 - August 2012
Skills
Investments, * Insurance..., * Business planning..., * Executive benefits, * Qualified retirement..., *Financial planning, Wealth Management, Series 7, Insurance, Finance, Retirement Planning
Education
North Carolina State University
Bachelor of Arts (BA), cum laude, Business Management
North Carolina State University
Bachelor of Arts (BA), cum laude, Economics
U.S. Bancorp Investments, Inc. August 2012 - Present
PNC Investments June 1993 - August 2012
Skills
Investments, * Insurance..., * Business planning..., * Executive benefits, * Qualified retirement..., *Financial planning, Wealth Management, Series 7, Insurance, Finance, Retirement Planning
Education
North Carolina State University
Bachelor of Arts (BA), cum laude, Business Management
North Carolina State University
Bachelor of Arts (BA), cum laude, Economics
Amy Wittenauer's PNC Investments Experience November 2011 - June 2012
Job Operations Assistant at Equities First Holdings
Industry Financial Services
Experience
Equities First Holdings October 2014 - Present
Access National Mortgage December 2012 - September 2014
PNC Investments November 2011 - June 2012
Western International Securities December 2007 - November 2011
Countrywide Home Loans September 2004 - September 2007
Edgewood High School August 2001 - May 2004
Skills
Series 7, Series 63, Licensed Realtor, Credit, Finance, Mutual Funds, Loans, Management, Wealth Management, Sales, Customer Service, CRM, Software Documentation, FINRA, Trading, Equities, Fixed Income, Retirement Planning, Investments, Human Resources, Financial Services, Portfolio Management, Time Management, Insurance, Mortgage Lending, Risk Management
Education
Frontier High School
Diploma
Purdue University
Bachelor of Arts (B.A.), Secondary Education and Teaching
Equities First Holdings October 2014 - Present
Access National Mortgage December 2012 - September 2014
PNC Investments November 2011 - June 2012
Western International Securities December 2007 - November 2011
Countrywide Home Loans September 2004 - September 2007
Edgewood High School August 2001 - May 2004
Skills
Series 7, Series 63, Licensed Realtor, Credit, Finance, Mutual Funds, Loans, Management, Wealth Management, Sales, Customer Service, CRM, Software Documentation, FINRA, Trading, Equities, Fixed Income, Retirement Planning, Investments, Human Resources, Financial Services, Portfolio Management, Time Management, Insurance, Mortgage Lending, Risk Management
Education
Frontier High School
Diploma
Purdue University
Bachelor of Arts (B.A.), Secondary Education and Teaching
Lisa Ellison Lisa Ellison's PNC Investments Experience August 1999 - November 2005
Job Former Executive Sales Assistant at NCS Technologies, Inc.
Industry Computer Hardware
Experience
NCS Technologies, Inc. August 2006 - March 2013
PNC Investments August 1999 - November 2005
Avenue Stores October 1998 - August 1999
Skills
Retail, Payroll, Administrative..., Management, Program Management, Customer Service, Spreadsheets, Travel Arrangements, Calendars, Account Management, Sales, Microsoft Office, Process Improvement, Outlook, Time Management, Lotus Notes, Strategic Planning, Quality Assurance, Expense Reports, Telecommunications, Interviews, Analysis, Operations Management, Project Planning, Budgets, Leadership, Team Leadership, Team Building, Project Management, Salesforce.com
Education
Middlesex County College 1986 — 1988
Business Administration and Management, General
Madison Central H.S. 1983 — 1986
NCS Technologies, Inc. August 2006 - March 2013
PNC Investments August 1999 - November 2005
Avenue Stores October 1998 - August 1999
Skills
Retail, Payroll, Administrative..., Management, Program Management, Customer Service, Spreadsheets, Travel Arrangements, Calendars, Account Management, Sales, Microsoft Office, Process Improvement, Outlook, Time Management, Lotus Notes, Strategic Planning, Quality Assurance, Expense Reports, Telecommunications, Interviews, Analysis, Operations Management, Project Planning, Budgets, Leadership, Team Leadership, Team Building, Project Management, Salesforce.com
Education
Middlesex County College 1986 — 1988
Business Administration and Management, General
Madison Central H.S. 1983 — 1986
Charlie Wermuth Charlie Wermuth's PNC Investments Experience 2006 - February 2013
Job National Sales Director at Bank Investment Services
Industry Financial Services
Experience
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Michael Mortensen Michael Mortensen's PNC Investments Experience November 1997 - September 2012
Job CEO, UnionBanc Investment Services at Union Bank
Industry Financial Services
Experience
Union Bank August 2012 - Present
PNC Investments November 1997 - September 2012
Make-A-Wish Foundation August 2006 - August 2012
Bank Insurance and Securities Association 1997 - 2005
PNC Investments June 1996 - November 1997
PNC Investments December 1994 - June 1996
Essex December 1992 - December 1994
GNA Corp. June 1991 - December 1992
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Leadership, Financial Services, Portfolio Management, Banking, Securities, Investment Advisory, Asset Allocation, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Financial Advisory, 401k, Financial Planning, Investment Strategies, Series 63
Education
San Diego State University-California State University 1979 — 1982
Finance, Finance and Economics
Union Bank August 2012 - Present
PNC Investments November 1997 - September 2012
Make-A-Wish Foundation August 2006 - August 2012
Bank Insurance and Securities Association 1997 - 2005
PNC Investments June 1996 - November 1997
PNC Investments December 1994 - June 1996
Essex December 1992 - December 1994
GNA Corp. June 1991 - December 1992
Skills
Wealth Management, Series 7, Investments, Mutual Funds, Strategic Financial..., Leadership, Financial Services, Portfolio Management, Banking, Securities, Investment Advisory, Asset Allocation, Asset Managment, Retirement Planning, Asset Management, Alternative Investments, Financial Advisory, 401k, Financial Planning, Investment Strategies, Series 63
Education
San Diego State University-California State University 1979 — 1982
Finance, Finance and Economics
Joseph Herron Joseph Herron's PNC Investments Experience November 2000 - May 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2015 - Present
Catholic Foundation of Greater Philadelphia 2013 - 2015
Huntingdon Valley Investment Professionals, Inc. 2010 - January 2013
Bank of America Merrill Lynch May 2008 - October 2010
PNC Investments November 2000 - May 2008
Comcast 1996 - 2000
Skills
Alternative Investments, Finance, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Securities, Financial Services, Series 65, Financial Planning
Education
Philadelphia University 1989 — 1993
BS, Marketing & Finance
TD Ameritrade March 2015 - Present
Catholic Foundation of Greater Philadelphia 2013 - 2015
Huntingdon Valley Investment Professionals, Inc. 2010 - January 2013
Bank of America Merrill Lynch May 2008 - October 2010
PNC Investments November 2000 - May 2008
Comcast 1996 - 2000
Skills
Alternative Investments, Finance, Investments, Mutual Funds, Retirement, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Strategic Financial..., Securities, Financial Services, Series 65, Financial Planning
Education
Philadelphia University 1989 — 1993
BS, Marketing & Finance
S. Joseph Fontana's PNC Investments Experience January 2004 - December 2007
Job Executive Vice President Business Development at Consulting Quest
Industry Management Consulting
Experience
Consulting Quest July 2014 - Present
GDS International February 2012 - Present
FreeholdTownship Independent Fire Co. #1 2006 - Present
SMART TAX FRANCHISE GROUP, LLC January 2010 - October 2011
NYCB 2007 - 2010
PNC Investments January 2004 - December 2007
Nationwide Financial January 2003 - January 2004
ESSEX NATIONAL SECURITIES, INC 1996 - 2003
Continental Broker Dealer Corp. 1993 - 1996
Skills
New Business Development, Financial Planning, Sales Management, Series 7, Retail, Licensing, Insurance, Strategic Planning, Strategic Financial..., Investments, International Sales, Strategic Leadership, Long-term Customer..., Business Process..., Creative Strategy, Emergency Management, Firefighting, Business Planning, Business Development, Lead Generation, Account Management, B2B, Leadership, Contract Negotiation, Management, Sales, Sales Operations, Marketing, Financial Services, Training, Business Strategy, Executive Management, Finance, Market Research, Analysis, Competitive Analysis, Portfolio Management, Strategy, Start-ups, Management Consulting, Strategic Partnerships, P&L Management
Education
School of Visual Arts 1989 — 1991
Graphic Design/ Illustration
Consulting Quest July 2014 - Present
GDS International February 2012 - Present
FreeholdTownship Independent Fire Co. #1 2006 - Present
SMART TAX FRANCHISE GROUP, LLC January 2010 - October 2011
NYCB 2007 - 2010
PNC Investments January 2004 - December 2007
Nationwide Financial January 2003 - January 2004
ESSEX NATIONAL SECURITIES, INC 1996 - 2003
Continental Broker Dealer Corp. 1993 - 1996
Skills
New Business Development, Financial Planning, Sales Management, Series 7, Retail, Licensing, Insurance, Strategic Planning, Strategic Financial..., Investments, International Sales, Strategic Leadership, Long-term Customer..., Business Process..., Creative Strategy, Emergency Management, Firefighting, Business Planning, Business Development, Lead Generation, Account Management, B2B, Leadership, Contract Negotiation, Management, Sales, Sales Operations, Marketing, Financial Services, Training, Business Strategy, Executive Management, Finance, Market Research, Analysis, Competitive Analysis, Portfolio Management, Strategy, Start-ups, Management Consulting, Strategic Partnerships, P&L Management
Education
School of Visual Arts 1989 — 1991
Graphic Design/ Illustration
Anthony Pochowski Anthony Pochowski's PNC Investments Experience July 2012 - June 2013
Job Financial Advisor at Midwest Financial Group
Industry Financial Services
Experience
Midwest Financial Group December 2014 - Present
Edward Jones May 2014 - December 2014
Wells Fargo June 2013 - May 2014
PNC Investments July 2012 - June 2013
JPMorgan Chase November 2006 - July 2012
Skills
Financial Services, Investments, Banking, Finance, Customer Service, Loans, Credit, Mutual Funds, Lines Of Credit, IRAs, Fixed Annuities, Retirement Planning, Series 6, Fixed Income, Investment Banking, Retirement, Small Business, Series 7, Insurance, Financial Advisory, Credit Cards, Bonds, Securities, Deposits, Relationship Management, Business Relationship..., Private Banking, 401k Rollovers, High Net Worth..., 401k, Roth IRA
Education
University of Phoenix-Milwaukee Campus 2004 — 2006
Finance, General
Milwaukee School of Engineering 2002 — 2003
Architectural Engineering and Construction Management
Milwaukee Area Technical College 2001 — 2002
General Studies
Midwest Financial Group December 2014 - Present
Edward Jones May 2014 - December 2014
Wells Fargo June 2013 - May 2014
PNC Investments July 2012 - June 2013
JPMorgan Chase November 2006 - July 2012
Skills
Financial Services, Investments, Banking, Finance, Customer Service, Loans, Credit, Mutual Funds, Lines Of Credit, IRAs, Fixed Annuities, Retirement Planning, Series 6, Fixed Income, Investment Banking, Retirement, Small Business, Series 7, Insurance, Financial Advisory, Credit Cards, Bonds, Securities, Deposits, Relationship Management, Business Relationship..., Private Banking, 401k Rollovers, High Net Worth..., 401k, Roth IRA
Education
University of Phoenix-Milwaukee Campus 2004 — 2006
Finance, General
Milwaukee School of Engineering 2002 — 2003
Architectural Engineering and Construction Management
Milwaukee Area Technical College 2001 — 2002
General Studies
Peter A. Halbrook's PNC Investments Experience September 2015 - Present
Job Financial Advisor at PNC
Industry Financial Services
Experience
PNC Investments September 2015 - Present
PNC August 2013 - September 2015
Skills
Leadership, Time Management, Public Speaking, Social Networking, Access, Event Planning, Financial Analysis
Education
Roanoke College
Bachelor of Business Administration (BBA), Finance + Marketing
PNC Investments September 2015 - Present
PNC August 2013 - September 2015
Skills
Leadership, Time Management, Public Speaking, Social Networking, Access, Event Planning, Financial Analysis
Education
Roanoke College
Bachelor of Business Administration (BBA), Finance + Marketing
Ken Mullins's PNC Investments Experience 2013 - Present
Job Financial Advisor
Industry Banking
Experience
PNC Investments 2013 - Present
Education
Rollins College
Bachelor of Arts (B.A.), Economics
PNC Investments 2013 - Present
Education
Rollins College
Bachelor of Arts (B.A.), Economics
Jay R. Pocius's PNC Investments Experience August 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2015 - Present
PNC Investments December 2012 - August 2015
Tower Hill Trading June 2012 - December 2012
Edward Jones Investments January 2011 - June 2012
American Income Life December 2006 - December 2008
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Summa Cum Laude
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Finance (MSF), Finance & Risk Management, Summa Cum Laude
Roosevelt University 2008 — 2011
Bachelor of Science in Business Administration, Finance & Business Management, Magna Cum Laude
University of Nevada-Las Vegas 2005 — 2006
Associate of Science in Architecture, Architecture
PNC Investments August 2015 - Present
PNC Investments December 2012 - August 2015
Tower Hill Trading June 2012 - December 2012
Edward Jones Investments January 2011 - June 2012
American Income Life December 2006 - December 2008
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Finance, Summa Cum Laude
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Finance (MSF), Finance & Risk Management, Summa Cum Laude
Roosevelt University 2008 — 2011
Bachelor of Science in Business Administration, Finance & Business Management, Magna Cum Laude
University of Nevada-Las Vegas 2005 — 2006
Associate of Science in Architecture, Architecture
Richard Cherry Richard Cherry's PNC Investments Experience August 2007 - May 2012
Job Direct Sales Management at Suddenlink Communication
Industry Telecommunications
Experience
Suddenlink Communications October 2013 - Present
PNC Investments August 2007 - May 2012
National City Bank 2007 - 2008
Skills
Customer Service, Employee Engagement, Credit, Loans, Retail Banking, Mortgage Lending, Banking, Event Planning, Customer Satisfaction, Team Building, Cold Calling, Customer Retention, Direct Sales, Sales, Cross Selling, Consumer Lending, Small Business Lending
Education
Northwood University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Suddenlink Communications October 2013 - Present
PNC Investments August 2007 - May 2012
National City Bank 2007 - 2008
Skills
Customer Service, Employee Engagement, Credit, Loans, Retail Banking, Mortgage Lending, Banking, Event Planning, Customer Satisfaction, Team Building, Cold Calling, Customer Retention, Direct Sales, Sales, Cross Selling, Consumer Lending, Small Business Lending
Education
Northwood University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Shannon LaMere-Childs Shannon LaMere-Childs's PNC Investments Experience August 2009 - May 2014
Job Financial Advisor at Arner Investment Management
Industry Financial Services
Experience
Arner Investment Management May 2014 - Present
PNC Investments August 2009 - May 2014
NatCity Investments November 2007 - August 2009
Skills
Finance, Securities, Investment Management, Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Investments, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k, Financial Advisory, Estate Planning, Portfolio Management, Mortgage Lending
Education
Michigan State University 2001 — 2004
Bachelor's Degree, Communication, General
Arner Investment Management May 2014 - Present
PNC Investments August 2009 - May 2014
NatCity Investments November 2007 - August 2009
Skills
Finance, Securities, Investment Management, Series 7, Retirement Planning, Series 63, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Asset Allocation, Investments, Strategic Financial..., Uniform Combined State..., Investment Advisory, 401k, Financial Advisory, Estate Planning, Portfolio Management, Mortgage Lending
Education
Michigan State University 2001 — 2004
Bachelor's Degree, Communication, General
Cody Denbow Cody Denbow's PNC Investments Experience June 2007 - October 2007
Job Client Relationship Manager
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Edward Jones April 2014 - July 2014
Edward Jones April 2010 - April 2014
Bankers Life and Casualty April 2009 - April 2010
Presque Isle Downs and Casino March 2008 - October 2009
PNC Investments June 2007 - October 2007
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Customer Service, Marketing, Finance, PowerPoint, Equities, Market Research, Research, Analysis, Banking, Accounting, Insurance, Strategic Financial...
Education
Pennsylvania State University-Erie Campus 2004 — 2008
Bachelor of Sciene, Finance, Economics
Lincoln Financial Group July 2014 - Present
Edward Jones April 2014 - July 2014
Edward Jones April 2010 - April 2014
Bankers Life and Casualty April 2009 - April 2010
Presque Isle Downs and Casino March 2008 - October 2009
PNC Investments June 2007 - October 2007
Skills
Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Customer Service, Marketing, Finance, PowerPoint, Equities, Market Research, Research, Analysis, Banking, Accounting, Insurance, Strategic Financial...
Education
Pennsylvania State University-Erie Campus 2004 — 2008
Bachelor of Sciene, Finance, Economics
Eric Crabbendam's PNC Investments Experience 2002 - 2004
Job Global School Client Operations Manager at Florida Virtual School
Industry Information Technology and Services
Experience
Florida Virtual School April 2013 - Present
Florida Virtual School November 2011 - March 2013
Associa December 2007 - October 2011
Harland Financial Solutions January 2005 - November 2007
PNC Investments 2002 - 2004
Akima, LLC 1999 - 2001
First Data Corp 1994 - 1998
Inacom Information Systems - Salisbury MD 1992 - 1994
MicroAge 1989 - 1991
Advanced Computer Repair Services 1987 - 1990
Skills
Visio, Active Directory, SharePoint, Microsoft Exchange, Software Documentation, Vendor Management, Disaster Recovery, SQL, System Administration, Cisco Technologies, ITIL, Networking, Network Administration, Process Improvement, Network Security, Software Installation, Hardware, Management, IT Management, Information Technology, Security
Education
Northeastern University 1985 — 2015
Bachelor of Science (BS), Information Technology, 3.7/4.0
NRHS - Gold and green 1983 — 1985
High School Diploma
Florida Virtual School April 2013 - Present
Florida Virtual School November 2011 - March 2013
Associa December 2007 - October 2011
Harland Financial Solutions January 2005 - November 2007
PNC Investments 2002 - 2004
Akima, LLC 1999 - 2001
First Data Corp 1994 - 1998
Inacom Information Systems - Salisbury MD 1992 - 1994
MicroAge 1989 - 1991
Advanced Computer Repair Services 1987 - 1990
Skills
Visio, Active Directory, SharePoint, Microsoft Exchange, Software Documentation, Vendor Management, Disaster Recovery, SQL, System Administration, Cisco Technologies, ITIL, Networking, Network Administration, Process Improvement, Network Security, Software Installation, Hardware, Management, IT Management, Information Technology, Security
Education
Northeastern University 1985 — 2015
Bachelor of Science (BS), Information Technology, 3.7/4.0
NRHS - Gold and green 1983 — 1985
High School Diploma
Nicholas Mancinotti's PNC Investments Experience May 2011 - August 2011
Job Client Executive at Hylant
Industry Insurance
Experience
aboutGolf Limited November 2014 - June 2015
TCF Bank May 2013 - August 2013
Toledo-Lucas County Port Authority May 2012 - August 2012
PNC Investments May 2011 - August 2011
Inverness Club May 2009 - August 2010
Skills
Corporate Finance, Microsoft SQL Server, Streetscape, Oracle SQL, Adobe Acrobat, Health Insurance, Life Insurance, Accident Insurance, Hyperion HFM, Insurance, PowerPoint, Customer Service, Leadership, Financial Analysis, Disability Insurance, Teamwork, Retirement, Sales, Finance, Investments, Public Speaking
Education
Miami University 2010 — 2014
Bachelor’s Degree
aboutGolf Limited November 2014 - June 2015
TCF Bank May 2013 - August 2013
Toledo-Lucas County Port Authority May 2012 - August 2012
PNC Investments May 2011 - August 2011
Inverness Club May 2009 - August 2010
Skills
Corporate Finance, Microsoft SQL Server, Streetscape, Oracle SQL, Adobe Acrobat, Health Insurance, Life Insurance, Accident Insurance, Hyperion HFM, Insurance, PowerPoint, Customer Service, Leadership, Financial Analysis, Disability Insurance, Teamwork, Retirement, Sales, Finance, Investments, Public Speaking
Education
Miami University 2010 — 2014
Bachelor’s Degree
Donna Holsing Donna Holsing's PNC Investments Experience August 2014 - Present
Job SVP and Director at PNC Bank
Industry Financial Services
Experience
PNC Investments August 2014 - Present
Skills
Banking, Credit, Risk Management, Financial Services, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Retail Banking, Asset Management, Mutual Funds
Education
Robert Morris University
Bachelor's degree, Finance
Robert Morris University
PNC Investments August 2014 - Present
Skills
Banking, Credit, Risk Management, Financial Services, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Retail Banking, Asset Management, Mutual Funds
Education
Robert Morris University
Bachelor's degree, Finance
Robert Morris University
Jerome Hunley-Ellis's PNC Investments Experience August 2011 - August 2012
Job Retirement Plans Consultant National Sales Desk
Industry Insurance
Experience
Nationwide Insurance October 2014 - Present
JPMorgan Chase September 2013 - October 2014
JPMorgan Chase August 2012 - September 2013
PNC Investments August 2011 - August 2012
Chase Investment Services Corp. February 2007 - August 2011
Best Buy August 2001 - June 2006
Skills
Investments, Finance, Banking, Series 6, Series 63, Sales, Loans, Mortgage Lending, Management, Mutual Funds, Credit, Strategic Financial..., Fixed Annuities, Customer Service, Financial Analysis, Consumer Lending, Licensed Life & Health..., Training, Analysis, Securities
Education
Ohio University 2006 — 2009
Bachelor's, Communication, Minor: Psychology
Nationwide Insurance October 2014 - Present
JPMorgan Chase September 2013 - October 2014
JPMorgan Chase August 2012 - September 2013
PNC Investments August 2011 - August 2012
Chase Investment Services Corp. February 2007 - August 2011
Best Buy August 2001 - June 2006
Skills
Investments, Finance, Banking, Series 6, Series 63, Sales, Loans, Mortgage Lending, Management, Mutual Funds, Credit, Strategic Financial..., Fixed Annuities, Customer Service, Financial Analysis, Consumer Lending, Licensed Life & Health..., Training, Analysis, Securities
Education
Ohio University 2006 — 2009
Bachelor's, Communication, Minor: Psychology
Jeffrey Urbin's PNC Investments Experience September 2012 - Present
Job Assistant Vice President Business Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2012 - Present
PNC Financial Services Group January 2010 - September 2012
Abercrombie & Fitch July 2008 - January 2010
House of Blues 2007 - 2008
Education
Ohio University 2004 — 2008
Bachelors, Marketing and Management and Strategic Leadership
Avon Lake High School 2001 — 2004
PNC Investments September 2012 - Present
PNC Financial Services Group January 2010 - September 2012
Abercrombie & Fitch July 2008 - January 2010
House of Blues 2007 - 2008
Education
Ohio University 2004 — 2008
Bachelors, Marketing and Management and Strategic Leadership
Avon Lake High School 2001 — 2004
Dominic Necciai Dominic Necciai's PNC Investments Experience October 2010 - January 2012
Job Investment Officer / PNC Wealth Management
Industry Financial Services
Experience
PNC July 2013 - Present
Morgan Stanley Wealth Management January 2012 - July 2013
PNC Investments October 2010 - January 2012
Solar Power Industries September 2009 - October 2010
OppenheimerFunds June 2008 - June 2009
Apple July 2007 - June 2008
Skills
Client Relations, Marketing, Investment Management, Marketing Communications, Wealth Management, Investment Strategies, Investment Advisory, Digital Media, Web Design, Asset Allocation
Education
Point Park University 2014 — 2016
Master's Degree, Communication and Media Studies
California University of Pennsylvania 2004 — 2007
Bachelors of Science, Finance
PNC July 2013 - Present
Morgan Stanley Wealth Management January 2012 - July 2013
PNC Investments October 2010 - January 2012
Solar Power Industries September 2009 - October 2010
OppenheimerFunds June 2008 - June 2009
Apple July 2007 - June 2008
Skills
Client Relations, Marketing, Investment Management, Marketing Communications, Wealth Management, Investment Strategies, Investment Advisory, Digital Media, Web Design, Asset Allocation
Education
Point Park University 2014 — 2016
Master's Degree, Communication and Media Studies
California University of Pennsylvania 2004 — 2007
Bachelors of Science, Finance
Eric Bellendir, CFP® Eric Bellendir, CFP®'s PNC Investments Experience January 2012 - November 2012
Job Associate Financial Institutions Group at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank November 2014 - Present
First Midwest Bank January 2013 - November 2014
PNC Investments January 2012 - November 2012
Fellowes January 2008 - November 2012
PNC Investments March 2011 - January 2012
PNC Financial Services April 2010 - February 2011
National City Bank June 2008 - March 2010
Fellowes December 2007 - January 2008
Fellowes May 2007 - August 2007
College Works Painting November 2004 - August 2005
Skills
Financial Analysis, Loans, Cold Calling, Strategic Financial..., Risk Management, Forecasting, Strategic Planning, Budgets, Mutual Funds, Sales Management, Sales, Project Management, Process Improvement, Corporate Finance, New Business Development, Accounting, Business Development, Investments, Finance, Team Building, Analysis, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate (expected to graduate 2016), Accounting and Finance, 4.0
University of Illinois at Urbana-Champaign 2004 — 2008
Economics, Economics
Northwestern University 2009 — 2010
CFP, CFP classroom requirement
BMO Harris Bank November 2014 - Present
First Midwest Bank January 2013 - November 2014
PNC Investments January 2012 - November 2012
Fellowes January 2008 - November 2012
PNC Investments March 2011 - January 2012
PNC Financial Services April 2010 - February 2011
National City Bank June 2008 - March 2010
Fellowes December 2007 - January 2008
Fellowes May 2007 - August 2007
College Works Painting November 2004 - August 2005
Skills
Financial Analysis, Loans, Cold Calling, Strategic Financial..., Risk Management, Forecasting, Strategic Planning, Budgets, Mutual Funds, Sales Management, Sales, Project Management, Process Improvement, Corporate Finance, New Business Development, Accounting, Business Development, Investments, Finance, Team Building, Analysis, Management
Education
Northwestern University - Kellogg School of Management 2013 — 2016
MBA Candidate (expected to graduate 2016), Accounting and Finance, 4.0
University of Illinois at Urbana-Champaign 2004 — 2008
Economics, Economics
Northwestern University 2009 — 2010
CFP, CFP classroom requirement
Frank Aiello's PNC Investments Experience October 2012 - Present
Job Citizens Investments
Industry Financial Services
Experience
CCO INVESTMENT SERVICES CORP. August 2015 - Present
PNC Investments October 2012 - Present
American Pension Benefits, Inc August 2010 - June 2011
Oppenheimer & Co Inc June 2009 - August 2010
PNC Financial Services Group January 2006 - May 2009
Merrill Lynch August 2004 - January 2006
Aiello Cafe Inc 1992 - January 2000
Education
Penn State University 2001 — 2004
B.S., Marketing/Management
CCO INVESTMENT SERVICES CORP. August 2015 - Present
PNC Investments October 2012 - Present
American Pension Benefits, Inc August 2010 - June 2011
Oppenheimer & Co Inc June 2009 - August 2010
PNC Financial Services Group January 2006 - May 2009
Merrill Lynch August 2004 - January 2006
Aiello Cafe Inc 1992 - January 2000
Education
Penn State University 2001 — 2004
B.S., Marketing/Management
Nikki Cibelli Nikki Cibelli's PNC Investments Experience February 2013 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2013 - Present
Fulton Financial Advisors August 2008 - February 2013
Tre Famiglia Restaurant September 2005 - December 2010
The Bank April 2006 - August 2008
CVS Caremark Corporation June 2004 - December 2007
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Finance, General
Gloucester County College 2007 — 2011
Associate of Science (A.S.), Business Administration
Clearview Regional High School 2002 — 2006
PNC Investments February 2013 - Present
Fulton Financial Advisors August 2008 - February 2013
Tre Famiglia Restaurant September 2005 - December 2010
The Bank April 2006 - August 2008
CVS Caremark Corporation June 2004 - December 2007
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2014
Finance, General
Gloucester County College 2007 — 2011
Associate of Science (A.S.), Business Administration
Clearview Regional High School 2002 — 2006
Robert Pujia Robert Pujia's PNC Investments Experience July 2010 - February 2012
Job Provide simple solutions for Investment Advisor Representatives and Registered Investment Advisors
Industry Financial Services
Experience
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Fusion Capital Management, Inc February 2012 - Present
PNC Investments July 2010 - February 2012
John Hancock Funds January 2008 - March 2009
ING Funds July 2007 - January 2008
ING Funds May 2004 - June 2007
SunAmerica Securities July 2002 - April 2004
Skills
Mutual Funds, Financial Markets, Sales Presentations, Retirement Planning, Retirement, Public Speaking, Sales Operations, Registered Investment..., Investment Advisor..., Series 65, Series 66, Financial Services, Financial Marketing..., Financial Management..., Investment Strategies, Investment Advisory..., Client Services, Exchange Traded Funds
Education
Penn State University 1997 — 2001
Bachelor, Finance
Jason Geers Jason Geers's PNC Investments Experience 1998 - 2001
Job VP Compliance
Industry Investment Management
Experience
The Ancora Group November 2014 - Present
Victory Capital Management Inc. June 2011 - November 2014
Victory Capital Management 2009 - June 2011
KeyBank 2003 - 2009
Key Bank 2001 - 2003
PNC Investments 1998 - 2001
Central Intelligence Agency January 1997 - December 1998
IIHA Dublin Flyers 1997 - 1997
NAHL Cleveland Barons 1992 - 1994
Cincinnati Reds 1989 - 1992
Skills
Risk Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Securities, Wealth Management, Due Diligence, Investment Advisory, Analysis, Equities, Fixed Income
Education
Ohio University 1994 — 1997
B.B.A. business economics, International Business Economics
The Ancora Group November 2014 - Present
Victory Capital Management Inc. June 2011 - November 2014
Victory Capital Management 2009 - June 2011
KeyBank 2003 - 2009
Key Bank 2001 - 2003
PNC Investments 1998 - 2001
Central Intelligence Agency January 1997 - December 1998
IIHA Dublin Flyers 1997 - 1997
NAHL Cleveland Barons 1992 - 1994
Cincinnati Reds 1989 - 1992
Skills
Risk Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Securities, Wealth Management, Due Diligence, Investment Advisory, Analysis, Equities, Fixed Income
Education
Ohio University 1994 — 1997
B.B.A. business economics, International Business Economics
Dragan Stojkovski Dragan Stojkovski's PNC Investments Experience February 2007 - February 2008
Job Channel Development Advisor /AVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2012 - Present
PNC Wealth Management October 2011 - June 2012
PNC March 2008 - September 2011
PNC Investments February 2007 - February 2008
MetLife November 2006 - March 2007
Skills
Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 6, Series 63, Life & Health Insurance..., Alternative Investments, Investment Strategies, Wealth Management..., Retirement Planning, Portfolio Management, High Net Worth..., Banking, Credit, Investments
Education
Ramapo College of New Jersey 1992 — 1995
BA, International Business
PNC Wealth Management July 2012 - Present
PNC Wealth Management October 2011 - June 2012
PNC March 2008 - September 2011
PNC Investments February 2007 - February 2008
MetLife November 2006 - March 2007
Skills
Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 6, Series 63, Life & Health Insurance..., Alternative Investments, Investment Strategies, Wealth Management..., Retirement Planning, Portfolio Management, High Net Worth..., Banking, Credit, Investments
Education
Ramapo College of New Jersey 1992 — 1995
BA, International Business
Sean Windisch Sean Windisch's PNC Investments Experience January 2007 - Present
Job Account Management Team Lead at PNC Bank
Industry Financial Services
Experience
PNC Bank March 2012 - Present
PNC Investments January 2007 - Present
PNC Bank December 2006 - January 2007
Skills
FX Options, Financial Analysis, Portfolio Management, Banking, Loans, Financial Modeling, Equities, Investments, Bloomberg, Capital Markets, Finance, Corporate Finance
Education
Robert Morris University 2002 — 2006
Bachelor of Finance, Finance
PNC Bank March 2012 - Present
PNC Investments January 2007 - Present
PNC Bank December 2006 - January 2007
Skills
FX Options, Financial Analysis, Portfolio Management, Banking, Loans, Financial Modeling, Equities, Investments, Bloomberg, Capital Markets, Finance, Corporate Finance
Education
Robert Morris University 2002 — 2006
Bachelor of Finance, Finance
Dan Flamma's PNC Investments Experience February 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2014 - Present
Roster Financial March 2013 - February 2014
Flamma Financial, LLC May 2010 - February 2014
Capital Indemnity Group May 2010 - October 2011
Lincoln Financial Group April 2001 - May 2010
Education
Rowan University 1996 — 2000
Business, Marketing
PNC Investments February 2014 - Present
Roster Financial March 2013 - February 2014
Flamma Financial, LLC May 2010 - February 2014
Capital Indemnity Group May 2010 - October 2011
Lincoln Financial Group April 2001 - May 2010
Education
Rowan University 1996 — 2000
Business, Marketing
Allan Asaam Allan Asaam's PNC Investments Experience November 2009 - November 2010
Job Accountant at BNYMellon
Industry Accounting
Experience
BNYMellon January 2011 - Present
PNC Investments November 2009 - November 2010
PFPC November 2007 - November 2009
Skills
Pc Software, Multi tasking, Detail oriented, Account Reconciliation, Financial Reporting, Accounting, Financial Statements, Accounts Payable, Accounts Receivable, General Ledger, Bloomberg, Auditing, Internal Audit, Invoicing, Fund Accounting, Banking, Portfolio Management, Fixed Assets, Investments, Financial Services, Budgets, Mutual Funds, Financial Analysis, Microsoft Excel, Management, Finance, Financial Accounting
Education
Quinsigamond Community College 2007 — 2011
AS, Health Sciences
Worcester State University 2004 — 2007
BS, Accounting
East West University Chicago,IL. 2002 — 2004
Business
St Agustine's College 1996 — 1998
Accounting, Business
chapel hill school 1990 — 1995
Business
BNYMellon January 2011 - Present
PNC Investments November 2009 - November 2010
PFPC November 2007 - November 2009
Skills
Pc Software, Multi tasking, Detail oriented, Account Reconciliation, Financial Reporting, Accounting, Financial Statements, Accounts Payable, Accounts Receivable, General Ledger, Bloomberg, Auditing, Internal Audit, Invoicing, Fund Accounting, Banking, Portfolio Management, Fixed Assets, Investments, Financial Services, Budgets, Mutual Funds, Financial Analysis, Microsoft Excel, Management, Finance, Financial Accounting
Education
Quinsigamond Community College 2007 — 2011
AS, Health Sciences
Worcester State University 2004 — 2007
BS, Accounting
East West University Chicago,IL. 2002 — 2004
Business
St Agustine's College 1996 — 1998
Accounting, Business
chapel hill school 1990 — 1995
Business
Chris Finizio - Gaeta Chris Finizio - Gaeta's PNC Investments Experience 2001 - 2003
Job Key Account Representative/United Team
Industry Hospital & Health Care
Experience
MultiPlan July 2010 - Present
Multiplan April 2007 - November 2009
MultiPlan 2007 - 2008
PHCS July 2004 - April 2007
Private Healthcare Systems (PHCS) 2004 - 2006
PNC Investments 2001 - 2003
Sears, Roebuck and Co. 1989 - 1997
Skills
Microsoft Office, PowerPoint, Excel, Lotus Notes, Word, Outlook, Switchboard Operator, AS400, IBM iSeries, Healthcare, Microsoft Excel, Team Building, Microsoft Word, Access, HIPAA, Medical Terminology, Sales, MS Project, Network Development, Managed Care, Process Improvement, Quality Assurance, Administrative..., Visio, SharePoint, Insurance, Customer Service, Management, Software Documentation
Education
Saint Peter's University 2003 — 2004
MultiPlan July 2010 - Present
Multiplan April 2007 - November 2009
MultiPlan 2007 - 2008
PHCS July 2004 - April 2007
Private Healthcare Systems (PHCS) 2004 - 2006
PNC Investments 2001 - 2003
Sears, Roebuck and Co. 1989 - 1997
Skills
Microsoft Office, PowerPoint, Excel, Lotus Notes, Word, Outlook, Switchboard Operator, AS400, IBM iSeries, Healthcare, Microsoft Excel, Team Building, Microsoft Word, Access, HIPAA, Medical Terminology, Sales, MS Project, Network Development, Managed Care, Process Improvement, Quality Assurance, Administrative..., Visio, SharePoint, Insurance, Customer Service, Management, Software Documentation
Education
Saint Peter's University 2003 — 2004
William (Bill) Leahy William (Bill) Leahy's PNC Investments Experience May 2012 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments May 2012 - Present
Education
Wayne State University 1995 — 1997
MBA, Finance
Northwood University 1986 — 1990
BBA, Economics/Management
PNC Investments May 2012 - Present
Education
Wayne State University 1995 — 1997
MBA, Finance
Northwood University 1986 — 1990
BBA, Economics/Management
Judy Falk, PMP Judy Falk, PMP's PNC Investments Experience January 2007 - January 2008
Job Senior Project Manager
Industry Financial Services
Experience
UPMC July 2012 - April 2015
PNC April 2011 - July 2012
PNC May 2000 - May 2011
PNC Investments January 2007 - January 2008
CNG August 1998 - May 2000
CNG January 1998 - August 1998
CNG March 1997 - January 1998
Skills
Clarity, PPM, SQL, HTML, Visio, Access, Microsoft Word, Oracle, VBScript, Marimba, JavaScript, WebTrends, Adobe Photodeluxe, MS Project, Lotus Notes, Excel, Word, PowerPoint, Toad, Wise, Mainframe, Program Management
Education
Robert Morris University 2010 — 2012
Master's degree, IT Project Management
Robert Morris University 2010 — 2012
Post, Baccalaureate
University of Pittsburgh 1987 — 1990
Bachelor's degree, Business/Corporate Communications
UPMC July 2012 - April 2015
PNC April 2011 - July 2012
PNC May 2000 - May 2011
PNC Investments January 2007 - January 2008
CNG August 1998 - May 2000
CNG January 1998 - August 1998
CNG March 1997 - January 1998
Skills
Clarity, PPM, SQL, HTML, Visio, Access, Microsoft Word, Oracle, VBScript, Marimba, JavaScript, WebTrends, Adobe Photodeluxe, MS Project, Lotus Notes, Excel, Word, PowerPoint, Toad, Wise, Mainframe, Program Management
Education
Robert Morris University 2010 — 2012
Master's degree, IT Project Management
Robert Morris University 2010 — 2012
Post, Baccalaureate
University of Pittsburgh 1987 — 1990
Bachelor's degree, Business/Corporate Communications
Allen Brooks Allen Brooks's PNC Investments Experience January 2013 - November 2013
Job Financial Advisor Edward Jones Investments
Industry Financial Services
Experience
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Edward Jones November 2013 - Present
PNC Investments January 2013 - November 2013
Merrill Lynch May 2010 - January 2013
Skills
Retirement Plan..., Fixed-income Investments, Business Retirement..., Education Savings, Edward Jones Advisory, Individual Retirement..., Mutual Funds, Insurance, Estate and Trust...
Education
Radford University 1988 — 1989
Undergraduate Studies, Business
Kevin Adkins Kevin Adkins's PNC Investments Experience June 2012 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
PNC Investments June 2012 - Present
VALIC November 2010 - June 2012
LPL Financial December 2008 - September 2010
Edward Jones August 2006 - November 2008
Select Mortgage Group, Ltd October 2002 - July 2006
Primerica 2003-2004 February 1992 - October 2002
GTE Testmark Laboratories May 1987 - February 1992
Central Associated Engineers June 1984 - May 1987
Education
Southern Methodist University
M.S, Management
Morehead State University
B.S, Technology
Morehead State University
A.A.S, Technology
Andy Psilis's PNC Investments Experience November 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2014 - Present
PNC January 2012 - November 2014
Kyklos Helenic Society January 2010 - January 2012
MML Investors Services LLC February 2011 - December 2011
AXA Advisors August 2009 - February 2011
Henkel International May 2008 - August 2008
Education
Walsh College of Accountancy and Business Administration 2009 — 2013
MBA and MSF, FINANCE
Michigan State University 2005 — 2009
Eli Broad College of Business, finance
Certifications
PNC Investments November 2014 - Present
PNC January 2012 - November 2014
Kyklos Helenic Society January 2010 - January 2012
MML Investors Services LLC February 2011 - December 2011
AXA Advisors August 2009 - February 2011
Henkel International May 2008 - August 2008
Education
Walsh College of Accountancy and Business Administration 2009 — 2013
MBA and MSF, FINANCE
Michigan State University 2005 — 2009
Eli Broad College of Business, finance
Certifications
Carlos Esteves, CIMA, CMFC Carlos Esteves, CIMA, CMFC's PNC Investments Experience January 2010 - February 2013
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
PNC Investments January 2010 - February 2013
Prudential Investments October 1987 - February 2009
Bank of New York Mellon September 1986 - October 1987
Skills
Investments, Insurance, Alternative Investments, 401k, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Concentrated Stock..., Multigenerational...
Education
Montclair State University 1982 — 1987
BA, Economics
Wells Fargo Advisors, LLC February 2013 - Present
PNC Investments January 2010 - February 2013
Prudential Investments October 1987 - February 2009
Bank of New York Mellon September 1986 - October 1987
Skills
Investments, Insurance, Alternative Investments, 401k, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Concentrated Stock..., Multigenerational...
Education
Montclair State University 1982 — 1987
BA, Economics
Kevin Flaherty Kevin Flaherty's PNC Investments Experience October 2012 - Present
Job Founder of Fitness Against Friends, LLC
Industry Health, Wellness and Fitness
Experience
Fitness Against Friends App December 2013 - Present
PNC Investments October 2012 - Present
First Command Financial Services November 2011 - October 2012
CareOne Debt Relief Services April 2010 - December 2011
Comcast February 2009 - April 2010
Broadstripe March 2008 - February 2009
Premier Beverage March 2006 - August 2007
Education
Salisbury University - Perdue School of Business 2003 — 2006
Bachelor of Science, Marketing
Seton Hall Prep 1997 — 2001
Roger Williams University
University of Maryland College Park
Fitness Against Friends App December 2013 - Present
PNC Investments October 2012 - Present
First Command Financial Services November 2011 - October 2012
CareOne Debt Relief Services April 2010 - December 2011
Comcast February 2009 - April 2010
Broadstripe March 2008 - February 2009
Premier Beverage March 2006 - August 2007
Education
Salisbury University - Perdue School of Business 2003 — 2006
Bachelor of Science, Marketing
Seton Hall Prep 1997 — 2001
Roger Williams University
University of Maryland College Park
Eric Schlingloff Eric Schlingloff's PNC Investments Experience 1993 - 1997
Job Private Equity Product Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
Bank of New York Mellon Corp November 2010 - Present
Bloomberg L.P. November 2008 - November 2010
Merrill Lynch 1999 - 2008
PNC Investments 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Process Improvement, CRM, Team Building, Leadership, Organizational..., Alternative Investments, Wealth Management, Asset Managment, Bloomberg, Financial Audits, Capital Markets, Securities, Funding, Financial Markets, Investments, Emerging Markets, Finance, Valuation, FX Options, Derivatives, Financial Services, Risk Management, Options, Private Equity, Strategic Thinking, Bonds, Trading, Investment Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Master of Business Administration (MBA), Finance, 3.7/4.0
University of Delaware 1980 — 1985
Bachelor of Science, Finance
Bank of New York Mellon Corp November 2010 - Present
Bloomberg L.P. November 2008 - November 2010
Merrill Lynch 1999 - 2008
PNC Investments 1993 - 1997
Merrill Lynch 1991 - 1993
Skills
Process Improvement, CRM, Team Building, Leadership, Organizational..., Alternative Investments, Wealth Management, Asset Managment, Bloomberg, Financial Audits, Capital Markets, Securities, Funding, Financial Markets, Investments, Emerging Markets, Finance, Valuation, FX Options, Derivatives, Financial Services, Risk Management, Options, Private Equity, Strategic Thinking, Bonds, Trading, Investment Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1997 — 1999
Master of Business Administration (MBA), Finance, 3.7/4.0
University of Delaware 1980 — 1985
Bachelor of Science, Finance
Ali Kazan's PNC Investments Experience April 2010 - April 2011
Job OWNER at KAZAN INVESTMENT PROPERTIES
Industry Retail
Experience
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
KAZAN INVESTMENT PROPERTIES LLC March 2015 - Present
SHOE DEZIGNS April 2011 - Present
PNC Investments April 2010 - April 2011
TD Ameritrade July 2007 - May 2009
Merrill Lynch December 2005 - July 2007
Skills
RUNNING MY OWN SHOW ((:, Business Decision Making, Import Logistics, Fashion Design, Investment Properties
Education
Rutgers University – Camden 2000 — 2004
Manor House Beirut Lebanon 1996 — 2000
High School
Paul Tiernan's PNC Investments Experience August 2013 - July 2014
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Timothy Ristow's PNC Investments Experience April 2010 - April 2011
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
PNC Investments April 2010 - April 2011
PNC/ Yardville National Bank June 2004 - April 2010
Skills
Strategic Financial..., Marketing, Finance, Business Planning, Investments
Education
The College of New Jersey 2006 — 2009
Bachelor, Management, Alumni
Mercer County Community College 2004 — 2006
N/A, Liberal Arts
Morgan Stanley Smith Barney April 2011 - Present
PNC Investments April 2010 - April 2011
PNC/ Yardville National Bank June 2004 - April 2010
Skills
Strategic Financial..., Marketing, Finance, Business Planning, Investments
Education
The College of New Jersey 2006 — 2009
Bachelor, Management, Alumni
Mercer County Community College 2004 — 2006
N/A, Liberal Arts
Thomas Delaney's PNC Investments Experience October 2009 - February 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF Financial Services February 2013 - Present
PNC Investments October 2009 - February 2013
Northwestern Mutual Financial Network December 1999 - October 2009
Skills
Mutual Funds, Wealth Management, Financial Services, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Fixed Annuities, 401k, Investments, Estate Planning, Variable Annuities, Insurance Planning, Recruiting
Education
Rutgers University – Camden 1995 — 1999
Economics
TIAA-CREF Financial Services February 2013 - Present
PNC Investments October 2009 - February 2013
Northwestern Mutual Financial Network December 1999 - October 2009
Skills
Mutual Funds, Wealth Management, Financial Services, Finance, Strategic Financial..., Financial Analysis, Retirement Planning, Fixed Annuities, 401k, Investments, Estate Planning, Variable Annuities, Insurance Planning, Recruiting
Education
Rutgers University – Camden 1995 — 1999
Economics
Kari Lyden's PNC Investments Experience January 2000 - January 2002
Job Account Executive at ARI, one of Fortune's "100 Best Companies to Work For".
Industry Automotive
Experience
ARI June 2015 - Present
AnnieMac Home Mortgage September 2014 - July 2015
PHH Mortgage July 2013 - April 2014
PHH Mortgage January 2012 - July 2013
PHH Mortgage January 2007 - January 2012
PHH Mortgage January 2005 - January 2007
PHH Mortgage January 2002 - January 2005
PNC Investments January 2000 - January 2002
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Home Equity Loans, Non-Conforming, Loss Mitigation, Mortgage Servicing, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, NMLS Licensed, Customer Service, Customer-focused Service, Team Leadership, Management, Real Estate, Sales, Financial Services, First Time Home Buyers
Education
Burlington County College
Associate's degree, Business Administration and Management, General
Lenape
ARI June 2015 - Present
AnnieMac Home Mortgage September 2014 - July 2015
PHH Mortgage July 2013 - April 2014
PHH Mortgage January 2012 - July 2013
PHH Mortgage January 2007 - January 2012
PHH Mortgage January 2005 - January 2007
PHH Mortgage January 2002 - January 2005
PNC Investments January 2000 - January 2002
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Home Equity Loans, Non-Conforming, Loss Mitigation, Mortgage Servicing, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, NMLS Licensed, Customer Service, Customer-focused Service, Team Leadership, Management, Real Estate, Sales, Financial Services, First Time Home Buyers
Education
Burlington County College
Associate's degree, Business Administration and Management, General
Lenape
Jonathan Brofford's PNC Investments Experience October 2011 - November 2012
Job AVP at PNC Investments
Industry Financial Services
Experience
PNC Investments October 2011 - November 2012
Morgan Stanley Smith Barney September 2006 - December 2011
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Series 63, Securities, Leadership, Relationship Management, Risk Management, Banking, FINRA, Financial Planning, Management, Business Development, Contact Center..., Contact Center..., Direct Sales, Sales Management, Salesforce.com, Inside Sales, Call center start-up, Call Center Development, Sales Strategy, Strategic Planning, CRM, Financial Services, Sales, Finance, Customer Service, Process Improvement, Financial Analysis, Equities, Executive Management
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Gahanna Lincoln
PNC Investments October 2011 - November 2012
Morgan Stanley Smith Barney September 2006 - December 2011
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Series 63, Securities, Leadership, Relationship Management, Risk Management, Banking, FINRA, Financial Planning, Management, Business Development, Contact Center..., Contact Center..., Direct Sales, Sales Management, Salesforce.com, Inside Sales, Call center start-up, Call Center Development, Sales Strategy, Strategic Planning, CRM, Financial Services, Sales, Finance, Customer Service, Process Improvement, Financial Analysis, Equities, Executive Management
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Gahanna Lincoln
Joaquin Manrique's PNC Investments Experience September 2011 - November 2012
Job Financial Solutions Advisor at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch November 2012 - Present
PNC Investments September 2011 - November 2012
a mega regional bank April 2009 - September 2011
JPM Chase 2007 - 2009
FTC Group 2003 - 2007
Royal Bank of Canada August 2000 - October 2001
RBC Royal Bank of Canada 2000 - 2001
Skills
Investments, Private Banking, Corporate Finance, Latin America, Wealth Management, Series 7, Portfolio Management, Asset Management, Securities, Credit, Insurance, Retirement Planning, Investment Advisory, Financial Planning, Risk Management, Mutual Funds, Investment Banking, Asset Allocation, Compliance, Estate Planning, Strategic Financial...
Education
New York University 1977 — 1981
Bachelor of Arts (BA), Romance Languages & Journsalism
New York Institute of Finance, NYC
Bank of America/Merrill Lynch November 2012 - Present
PNC Investments September 2011 - November 2012
a mega regional bank April 2009 - September 2011
JPM Chase 2007 - 2009
FTC Group 2003 - 2007
Royal Bank of Canada August 2000 - October 2001
RBC Royal Bank of Canada 2000 - 2001
Skills
Investments, Private Banking, Corporate Finance, Latin America, Wealth Management, Series 7, Portfolio Management, Asset Management, Securities, Credit, Insurance, Retirement Planning, Investment Advisory, Financial Planning, Risk Management, Mutual Funds, Investment Banking, Asset Allocation, Compliance, Estate Planning, Strategic Financial...
Education
New York University 1977 — 1981
Bachelor of Arts (BA), Romance Languages & Journsalism
New York Institute of Finance, NYC
Akanksha Luthra's PNC Investments Experience March 2008 - December 2008
Job Analyst at Financial Industry Regulatory Authority
Industry Information Technology and Services
Experience
Financial Industry Regulatory Authority April 2013 - Present
Ericsson (Fomerly Telcordia Technologies) April 2009 - March 2013
PNC Investments March 2008 - December 2008
Conexant Systems June 2007 - September 2007
Skills
SQL, Requirements Analysis, Oracle, Unix, PL/SQL, Testing, HTML, Oracle Forms, Tortoise SVN, Oracle Financial, QTP, Quality Center, SDLC, XML, C++, Oracle E-Business Suite, Analysis, Unix Shell Scripting, Programming, Java Enterprise Edition, SOA, Integration
Education
New Jersey Institute of Technology 2006 — 2007
Master's degree, Computer Science
University of Mumbai 2002 — 2006
Bachelors, Information Technology
Holy Cross 1989 — 2000
Financial Industry Regulatory Authority April 2013 - Present
Ericsson (Fomerly Telcordia Technologies) April 2009 - March 2013
PNC Investments March 2008 - December 2008
Conexant Systems June 2007 - September 2007
Skills
SQL, Requirements Analysis, Oracle, Unix, PL/SQL, Testing, HTML, Oracle Forms, Tortoise SVN, Oracle Financial, QTP, Quality Center, SDLC, XML, C++, Oracle E-Business Suite, Analysis, Unix Shell Scripting, Programming, Java Enterprise Edition, SOA, Integration
Education
New Jersey Institute of Technology 2006 — 2007
Master's degree, Computer Science
University of Mumbai 2002 — 2006
Bachelors, Information Technology
Holy Cross 1989 — 2000
Christopher Girbes Pierce CFP®'s PNC Investments Experience November 2009 - August 2011
Job Founder & CEO at Enlightened Wealth Management
Industry Financial Services
Experience
Enlightened Wealth Management 2015 - Present
MoneyZen Wealth Management July 2013 - February 2015
Buckingham Asset Management August 2011 - June 2013
PNC Investments November 2009 - August 2011
PNC Investments November 2008 - December 2009
Kinsell, Newcomb & De Dios, Inc. July 2005 - February 2009
Education
Principia College 1999 — 2003
BA, Business Administration, Spanish
Enlightened Wealth Management 2015 - Present
MoneyZen Wealth Management July 2013 - February 2015
Buckingham Asset Management August 2011 - June 2013
PNC Investments November 2009 - August 2011
PNC Investments November 2008 - December 2009
Kinsell, Newcomb & De Dios, Inc. July 2005 - February 2009
Education
Principia College 1999 — 2003
BA, Business Administration, Spanish
Jerry DiMarco's PNC Investments Experience 1997 - 2007
Job Compliance Program Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon August 2009 - Present
Bank of New York Mellon January 2007 - Present
PNC Investments 1997 - 2007
Skills
AML, Management
Education
Robert Morris University 1978 — 2002
BSBA, Accounting
BNY Mellon August 2009 - Present
Bank of New York Mellon January 2007 - Present
PNC Investments 1997 - 2007
Skills
AML, Management
Education
Robert Morris University 1978 — 2002
BSBA, Accounting
Michen Sirleaf's PNC Investments Experience March 2008 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2008 - Present
Education
Rutgers University-New Brunswick 2001 — 2006
BA, History
PNC Investments March 2008 - Present
Education
Rutgers University-New Brunswick 2001 — 2006
BA, History
Kathryn Benton, PhD's PNC Investments Experience August 2013 - September 2014
Job Sr. Manager Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA Advisors September 2014 - Present
PNC Investments August 2013 - September 2014
IFS Securities February 2012 - August 2013
AXA Advisors, Inc. August 2009 - July 2011
Financial Design Associates January 2008 - August 2009
Capital Bank/Capital Factors 1990 - 1992
First Untion Bank 1988 - 1990
Shearson Leahman Brothers 1986 - 1988
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning
Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences 2000 — 2005
PhD, Conflict Analysis and Resolution
Nova Southeastern University, Huizenga School of Business and Entrepreneurship 1989 — 1991
MBA, Business
University of Georgia, Terry College of Business 1978 — 1982
BBA/Marketing, Marketing
AXA Advisors September 2014 - Present
PNC Investments August 2013 - September 2014
IFS Securities February 2012 - August 2013
AXA Advisors, Inc. August 2009 - July 2011
Financial Design Associates January 2008 - August 2009
Capital Bank/Capital Factors 1990 - 1992
First Untion Bank 1988 - 1990
Shearson Leahman Brothers 1986 - 1988
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Finance, Retirement Planning, Financial Analysis, Management, Financial Planning
Education
Nova Southeastern University, Graduate School of Humanities and Social Sciences 2000 — 2005
PhD, Conflict Analysis and Resolution
Nova Southeastern University, Huizenga School of Business and Entrepreneurship 1989 — 1991
MBA, Business
University of Georgia, Terry College of Business 1978 — 1982
BBA/Marketing, Marketing
Elizabeth Beanner's PNC Investments Experience February 2001 - November 2005
Job Regional Risk Officer, Executive Director
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2005 - Present
PNC Investments February 2001 - November 2005
Skills
Series 7, Series 63, Risk Management, Series 65, Series 3, Series 9, Series 10, Series 31, Insurance, Wealth Management, FINRA
Education
Ohio University 1996 — 2000
Bachelor of Arts, Psychology
Morgan Stanley Smith Barney November 2005 - Present
PNC Investments February 2001 - November 2005
Skills
Series 7, Series 63, Risk Management, Series 65, Series 3, Series 9, Series 10, Series 31, Insurance, Wealth Management, FINRA
Education
Ohio University 1996 — 2000
Bachelor of Arts, Psychology
Mark Minnium's PNC Investments Experience July 2011 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
Charles Schwab and Co, Inc March 1992 - February 2011
Skills
Management, Finance, Estate Planning, Customer Service, Leadership, Sales Management
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
PNC Investments July 2011 - Present
Charles Schwab and Co, Inc March 1992 - February 2011
Skills
Management, Finance, Estate Planning, Customer Service, Leadership, Sales Management
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Thomas TJ Kornett's PNC Investments Experience April 2011 - Present
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2011 - Present
A division of PNC Bank July 2009 - March 2011
PNC Bank June 2005 - June 2008
jp morgan 2006 - 2008
Merrill Lynch 1998 - 2003
CUNA Mutual Group 2000 - 2001
Skills
Series 63, Series 24, Series 65, Financial Advisory, Series 7, Retirement Planning, Financial Services, Retirement, Insurance, Life Insurance, Banking, Wealth, Securities, FINRA
Education
Radford University - College of Business and Economics 1991 — 1995
bba, marketing
PNC Investments April 2011 - Present
A division of PNC Bank July 2009 - March 2011
PNC Bank June 2005 - June 2008
jp morgan 2006 - 2008
Merrill Lynch 1998 - 2003
CUNA Mutual Group 2000 - 2001
Skills
Series 63, Series 24, Series 65, Financial Advisory, Series 7, Retirement Planning, Financial Services, Retirement, Insurance, Life Insurance, Banking, Wealth, Securities, FINRA
Education
Radford University - College of Business and Economics 1991 — 1995
bba, marketing
Dean Palm's PNC Investments Experience September 2008 - September 2012
Job Business Analyst at I.T.
Industry Financial Services
Experience
I.T. March 2013 - Present
PNC Investments September 2008 - September 2012
Morgan Stanley July 2007 - March 2008
Skills
Series 7, Retirement Planning, Portfolio Management, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Mutual Funds, Finance, Strategic Financial..., Retirement, Series 63, Employee Benefits, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Life Insurance, IRAs, Series 65, Securities, Series 6, Uniform Combined State..., Wealth Management..., Investment Strategies, ETFs, Investment Management, FINRA, Bonds, Financial Services, Series 24, Alternative Investments, Personal Financial..., Asset Management, Variable Annuities, Long Term Care Insurance, 401k Rollovers, Relationship Management, Consumer Lending, Mortgage Lending, Loans
Education
Point Park University 2006 — 2007
MBA, Management
I.T. March 2013 - Present
PNC Investments September 2008 - September 2012
Morgan Stanley July 2007 - March 2008
Skills
Series 7, Retirement Planning, Portfolio Management, Financial Planners, Investment Advisory, Wealth Management, Asset Allocation, Investments, 401k, Mutual Funds, Finance, Strategic Financial..., Retirement, Series 63, Employee Benefits, Insurance, Fixed Annuities, Financial Advisory, Estate Planning, Life Insurance, IRAs, Series 65, Securities, Series 6, Uniform Combined State..., Wealth Management..., Investment Strategies, ETFs, Investment Management, FINRA, Bonds, Financial Services, Series 24, Alternative Investments, Personal Financial..., Asset Management, Variable Annuities, Long Term Care Insurance, 401k Rollovers, Relationship Management, Consumer Lending, Mortgage Lending, Loans
Education
Point Park University 2006 — 2007
MBA, Management
Ryan Conley's PNC Investments Experience December 2009 - October 2013
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments December 2009 - October 2013
Edward Jones April 2005 - December 2009
Skills
Series 7
Education
Missouri State University 1995 — 1997
BS, Communications
PNC Investments December 2009 - October 2013
Edward Jones April 2005 - December 2009
Skills
Series 7
Education
Missouri State University 1995 — 1997
BS, Communications
Dean Rattin's PNC Investments Experience March 2008 - Present
Job Financial Advisor, V.P. at PNC Investments
Industry Investment Management
Experience
PNC Investments March 2008 - Present
Education
Richmond, The American International University in London 1986 — 1988
B.A., International Business
PNC Investments March 2008 - Present
Education
Richmond, The American International University in London 1986 — 1988
B.A., International Business
Donna Ewing's PNC Investments Experience September 2010 - February 2013
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank February 2013 - Present
PNC Investments September 2010 - February 2013
PNC Investments September 2009 - September 2010
PNC Investments October 2000 - September 2009
Billows Electric Supply May 1996 - May 2000
Chemical Bank New Jersey April 1994 - September 1995
Chemical Bank New Jersey December 1991 - March 1994
Skills
Sales, Banking, Financial Analysis, Outlook, Microsoft Excel, Credit, Accounting, Strategic Financial..., Finance, Spreadsheets, Accounts Payable, Customer Service, Lotus Notes, Mutual Funds, Access
Education
Rutgers University – Camden 1986 — 1991
BS, Management and Accounting
PNC Bank February 2013 - Present
PNC Investments September 2010 - February 2013
PNC Investments September 2009 - September 2010
PNC Investments October 2000 - September 2009
Billows Electric Supply May 1996 - May 2000
Chemical Bank New Jersey April 1994 - September 1995
Chemical Bank New Jersey December 1991 - March 1994
Skills
Sales, Banking, Financial Analysis, Outlook, Microsoft Excel, Credit, Accounting, Strategic Financial..., Finance, Spreadsheets, Accounts Payable, Customer Service, Lotus Notes, Mutual Funds, Access
Education
Rutgers University – Camden 1986 — 1991
BS, Management and Accounting
Blake Cramsie's PNC Investments Experience 2006 - 2006
Job Insurance Company Team Leader at Zurich North America
Industry Insurance
Experience
Zurich North America September 2014 - Present
Zurich North America January 2013 - September 2014
Zurich North America August 2010 - January 2013
Goldman Sachs - Private Wealth Management April 2007 - August 2010
PNC Investments 2006 - 2006
Skills
Underwriting, Employment Practices..., General Insurance, Risk Management, Hedge Funds, Mutual Funds, D&O, Financial Modeling, Portfolio Management, Commercial Insurance, Commercial Lines, Fiduciary, Financial Analysis, Asset Management, Professional Liability, Directors & Officers..., Casualty, Reinsurance, Corporate Law, Insurance, Financial Services, Financial Risk, Liability, Investments, Credit, Finance, Strategic Financial..., Claim, Property & Casualty..., Legal Liability, Banking, Brokers
Education
Rutgers University-New Brunswick 2001 — 2006
BA
Fairleigh Dickinson University 2007 — 2009
Masters of Business Administration, Finance
Zurich North America September 2014 - Present
Zurich North America January 2013 - September 2014
Zurich North America August 2010 - January 2013
Goldman Sachs - Private Wealth Management April 2007 - August 2010
PNC Investments 2006 - 2006
Skills
Underwriting, Employment Practices..., General Insurance, Risk Management, Hedge Funds, Mutual Funds, D&O, Financial Modeling, Portfolio Management, Commercial Insurance, Commercial Lines, Fiduciary, Financial Analysis, Asset Management, Professional Liability, Directors & Officers..., Casualty, Reinsurance, Corporate Law, Insurance, Financial Services, Financial Risk, Liability, Investments, Credit, Finance, Strategic Financial..., Claim, Property & Casualty..., Legal Liability, Banking, Brokers
Education
Rutgers University-New Brunswick 2001 — 2006
BA
Fairleigh Dickinson University 2007 — 2009
Masters of Business Administration, Finance
Anthony Tuzzolino's PNC Investments Experience March 2009 - November 2014
Job JP Morgan Securities
Industry Financial Services
Experience
JPMorgan Chase Bank, NA November 2014 - Present
PNC Investments March 2009 - November 2014
Hantz Group August 2006 - March 2009
Education
Northwood University 2002 — 2006
Banking and Finance / Management, Banking and Finance/Management
JPMorgan Chase Bank, NA November 2014 - Present
PNC Investments March 2009 - November 2014
Hantz Group August 2006 - March 2009
Education
Northwood University 2002 — 2006
Banking and Finance / Management, Banking and Finance/Management
Rich Calabro's PNC Investments Experience April 2009 - Present
Job Financial Advisor PNC Investments
Industry Financial Services
Experience
PNC Investments April 2009 - Present
Prudential - Wealth Management Solutions 2001 - February 2009
Prudential Financial 2001 - December 2008
Prudential Financial 1993 - 2001
Education
Salisbury University - Perdue School of Business 1985 — 1989
BA, Marketing, Communication Arts
University of Pittsburgh
AIF
PNC Investments April 2009 - Present
Prudential - Wealth Management Solutions 2001 - February 2009
Prudential Financial 2001 - December 2008
Prudential Financial 1993 - 2001
Education
Salisbury University - Perdue School of Business 1985 — 1989
BA, Marketing, Communication Arts
University of Pittsburgh
AIF
Ann Cox Ansel's PNC Investments Experience September 2007 - June 2008
Job Partner and Director of Wealth Management & Financial Services at Redmer Financial Group
Industry Investment Management
Experience
Redmer Financial Group October 2013 - Present
PAR Fund Board of Directors 2014 - 2014
PAR Fund Board of Directors 2014 - 2014
Lincoln Financial Securities 2013 - 2014
JDRF 2009 - 2014
M&T Investment Group August 2011 - October 2013
Northwest Savings Bank June 2008 - August 2011
PNC Investments September 2007 - June 2008
Mercantile Bank 1977 - 2007
Education
Notre Dame of Maryland University 2000 — 2003
Master of Arts (MA), Management, Marketing
Notre Dame of Maryland University 1992 — 1998
Bachelor of Arts (BA), Finance & Management
Redmer Financial Group October 2013 - Present
PAR Fund Board of Directors 2014 - 2014
PAR Fund Board of Directors 2014 - 2014
Lincoln Financial Securities 2013 - 2014
JDRF 2009 - 2014
M&T Investment Group August 2011 - October 2013
Northwest Savings Bank June 2008 - August 2011
PNC Investments September 2007 - June 2008
Mercantile Bank 1977 - 2007
Education
Notre Dame of Maryland University 2000 — 2003
Master of Arts (MA), Management, Marketing
Notre Dame of Maryland University 1992 — 1998
Bachelor of Arts (BA), Finance & Management
Jason Zabawa's PNC Investments Experience September 2010 - May 2011
Job Financial Advisor in Sarasota, FL
Industry Banking
Experience
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
Madeline Muli's PNC Investments Experience April 2015 - Present
Job Sales Assistant at PNC Investments
Industry Financial Services
Experience
PNC Investments April 2015 - Present
Fountainhead Capital Management - RIA October 2012 - October 2014
AXA Equitable November 1976 - November 2011
Skills
Management, Leadership, Wealth Management, New Business Development, Human Resources, Marketing, Fixed Annuities, Vendor Management, Event Planning, Accounts Payable, Mutual Funds, Financial Services, Process Improvement, Insurance, Call Centers, Business Analysis, SDLC, Visio, Cross-functional Team..., Relationship Management, CRM, Risk Management, Customer Service
Education
St. Peter's College
Bachelor of Science, Marketing/Management
PNC Investments April 2015 - Present
Fountainhead Capital Management - RIA October 2012 - October 2014
AXA Equitable November 1976 - November 2011
Skills
Management, Leadership, Wealth Management, New Business Development, Human Resources, Marketing, Fixed Annuities, Vendor Management, Event Planning, Accounts Payable, Mutual Funds, Financial Services, Process Improvement, Insurance, Call Centers, Business Analysis, SDLC, Visio, Cross-functional Team..., Relationship Management, CRM, Risk Management, Customer Service
Education
St. Peter's College
Bachelor of Science, Marketing/Management
Christopher Gatto's PNC Investments Experience January 2010 - August 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
Peter Tamburrino's PNC Investments Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance
Noble Ganardhanan's PNC Investments Experience September 2008 - Present
Job at PNC Investments
Industry Financial Services
Experience
PNC Investments September 2008 - Present
Education
Newport University 1995 — 1997
Master of Business Administration (MBA), Management & Finance
Newport University
MBA, Finance
PNC Investments September 2008 - Present
Education
Newport University 1995 — 1997
Master of Business Administration (MBA), Management & Finance
Newport University
MBA, Finance
Shawn Waltz's PNC Investments Experience 2009 - 2010
Job Regional Sales Director
Industry Financial Services
Experience
Lockwood Advisors 2007 - Present
PNC Investments 2009 - 2010
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Investment Advisory, Asset Management, Investments, Series 24
Education
Penn State University
Business Administration, Business Administration and Management, General
Lockwood Advisors 2007 - Present
PNC Investments 2009 - 2010
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Investment Advisory, Asset Management, Investments, Series 24
Education
Penn State University
Business Administration, Business Administration and Management, General
Kyle Pollock's PNC Investments Experience September 2012 - April 2013
Job Internal Wholesaler at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
ProShare Advisors LLC September 2014 - Present
Calvert Investments April 2013 - September 2014
PNC Investments September 2012 - April 2013
Edward Jones January 2012 - September 2012
Skills
Series 7, Microsoft Office, Life Insurance, Retirement Planning, Wealth Management, Financial Advisory, Variable Annuities, Series 66, Social Media, Mutual Funds, Investments
Education
Radford University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Brandon Weatherford's PNC Investments Experience April 2008 - February 2010
Job Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Scottrade November 2013 - November 2014
Huntington Bank March 2013 - November 2013
Etrade Financial February 2010 - March 2013
PNC Investments April 2008 - February 2010
National City Bank May 2003 - April 2008
Leonard & Co. Investment Brokers June 2001 - February 2003
MyStockFund Securities, LLC October 2000 - May 2001
MAVRICC 1994 - 2000
Skills
Financial & Operations..., General Securities..., General Securities..., Uniform Securities..., Uniform Combined State..., Michign Life Insurance..., Mutual Funds, Equities, Finance, Financial Advisory, Financial Services, Investments, Series 63, Series 7, Financial Planning, Securities
Education
Minnesota State University, Moorhead
BS, Finance, minor in Accounting
UND
Bank of America Merrill Lynch November 2014 - Present
Scottrade November 2013 - November 2014
Huntington Bank March 2013 - November 2013
Etrade Financial February 2010 - March 2013
PNC Investments April 2008 - February 2010
National City Bank May 2003 - April 2008
Leonard & Co. Investment Brokers June 2001 - February 2003
MyStockFund Securities, LLC October 2000 - May 2001
MAVRICC 1994 - 2000
Skills
Financial & Operations..., General Securities..., General Securities..., Uniform Securities..., Uniform Combined State..., Michign Life Insurance..., Mutual Funds, Equities, Finance, Financial Advisory, Financial Services, Investments, Series 63, Series 7, Financial Planning, Securities
Education
Minnesota State University, Moorhead
BS, Finance, minor in Accounting
UND
Lucas Pensinger's PNC Investments Experience June 2011 - January 2013
Job Marine Science
Industry Research
Experience
PNC Investments June 2011 - January 2013
State Farm Insurance May 2010 - April 2011
Thrivent Financial for Lutherans November 2007 - June 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Public Speaking, Series 7, Asset Managment, Microsoft Excel, Process Improvement, Investments, Outlook
Education
Penn State University 2003 — 2007
Psychology
Millersville University of Pennsylvania
Marine Biology
PNC Investments June 2011 - January 2013
State Farm Insurance May 2010 - April 2011
Thrivent Financial for Lutherans November 2007 - June 2010
Skills
Customer Service, PowerPoint, Microsoft Office, Public Speaking, Series 7, Asset Managment, Microsoft Excel, Process Improvement, Investments, Outlook
Education
Penn State University 2003 — 2007
Psychology
Millersville University of Pennsylvania
Marine Biology
Lawrence Scoloveno,CLU, ChFC's PNC Investments Experience September 2006 - October 2009
Job Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
Cornerstone Wealth Management May 2010 - Present
PNC INVESTMENT SERVICES September 2006 - November 2009
PNC Investments September 2006 - October 2009
Bank of America August 1995 - September 2006
BANK OF AMERICA August 1995 - September 2006
John Hancock Life Insurance Company (U.S.A.) March 1984 - August 1995
JOHN HANCOCK March 1983 - August 1995
Skills
Business Planning, Insurance, Finance, Retirement Planning, Mutual Funds, Financial Services, Training, Financial Advisory, Estate Planning, Sales, Financial Planning, Wealth Management
Education
Rutgers University 1973 — 1977
B.A, ACCOUNTING
Rutgers, The State University of New Jersey-Newark 1973 — 1977
ba, Accounting, Business
Mike Armagno's PNC Investments Experience March 2011 - July 2012
Job Junior Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2012 - Present
West Side Catholic Center August 2011 - Present
PNC Investments March 2011 - July 2012
Fifth Third Bank June 2009 - August 2009
Skills
Public Finance, Investment Banking, Municipal Bonds, Private Placements, Fundraising
Education
Miami University 2006 — 2010
Bachelor, Public Administration, Economics
St. Ignatius High School 2002 — 2006
Piper Jaffray July 2012 - Present
West Side Catholic Center August 2011 - Present
PNC Investments March 2011 - July 2012
Fifth Third Bank June 2009 - August 2009
Skills
Public Finance, Investment Banking, Municipal Bonds, Private Placements, Fundraising
Education
Miami University 2006 — 2010
Bachelor, Public Administration, Economics
St. Ignatius High School 2002 — 2006
Akhil Esdaille's PNC Investments Experience September 2013 - Present
Job Investment Services Partner at PNC Investments
Industry Investment Management
Experience
PNC Investments September 2013 - Present
PNC Investments August 2012 - Present
RBC Bank May 2010 - August 2010
Esdaille & Associates LLC May 2009 - August 2009
Jumpstart May 2008 - August 2009
Circuit City May 2007 - December 2008
Education
Morehouse College 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
PNC Investments September 2013 - Present
PNC Investments August 2012 - Present
RBC Bank May 2010 - August 2010
Esdaille & Associates LLC May 2009 - August 2009
Jumpstart May 2008 - August 2009
Circuit City May 2007 - December 2008
Education
Morehouse College 2007 — 2011
Bachelor of Arts (B.A.), Finance, General
Timothy Harker's PNC Investments Experience November 2011 - October 2012
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
PNC Investments November 2011 - October 2012
CIG Corp. October 2010 - November 2011
Credit Union ONE July 2009 - July 2010
Harris Bank October 2008 - May 2009
Self-Employed August 2000 - October 2008
JP Morgan Chase November 2005 - September 2008
Century 21 March 2003 - August 2005
Circuit City August 1999 - November 2002
AT&T May 2002 - August 2002
Education
Wayne State University 2009 — 2010
MBA, Finance and ISM
Purdue University - Krannert School of Management 2002 — 2005
BS, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2002
Charles Schwab October 2012 - Present
PNC Investments November 2011 - October 2012
CIG Corp. October 2010 - November 2011
Credit Union ONE July 2009 - July 2010
Harris Bank October 2008 - May 2009
Self-Employed August 2000 - October 2008
JP Morgan Chase November 2005 - September 2008
Century 21 March 2003 - August 2005
Circuit City August 1999 - November 2002
AT&T May 2002 - August 2002
Education
Wayne State University 2009 — 2010
MBA, Finance and ISM
Purdue University - Krannert School of Management 2002 — 2005
BS, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2002
Jodi Seiflein's PNC Investments Experience September 2003 - August 2010
Job Sales Assistant at J Cubed Financial Advisory Group, Inc.
Industry Financial Services
Experience
J Cubed Financial Advisory Group, Inc. January 2015 - Present
The Brokers Source June 2014 - August 2014
LPL Financial January 2012 - June 2014
PNC Investments September 2003 - August 2010
PNC Investments June 1999 - September 2003
Skills
Sales, Banking, Insurance, Finance, Analysis, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Insurance and..., Insurance Contracting
Education
University of Louisville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Penn State University 1983 — 1984
J Cubed Financial Advisory Group, Inc. January 2015 - Present
The Brokers Source June 2014 - August 2014
LPL Financial January 2012 - June 2014
PNC Investments September 2003 - August 2010
PNC Investments June 1999 - September 2003
Skills
Sales, Banking, Insurance, Finance, Analysis, Wealth Management, Investments, Portfolio Management, Financial Analysis, Retirement Planning, Insurance and..., Insurance Contracting
Education
University of Louisville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Penn State University 1983 — 1984
Christopher Nardone's PNC Investments Experience 2008 - 2010
Job SVP, Program Director
Industry Banking
Experience
United Bank September 2015 - Present
First Niagara Bank 2010 - September 2015
PNC Investments 2008 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Finance, Loans, Retail Banking, Banking, Commercial Lending, Consumer Lending, Financial Services, Investments, Mortgage Lending, Mutual Funds, Small Business Lending, Wealth Management, Cross Selling, Portfolio Management
Education
Penn State University 1994 — 1998
BS, Finance
United Bank September 2015 - Present
First Niagara Bank 2010 - September 2015
PNC Investments 2008 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Finance, Loans, Retail Banking, Banking, Commercial Lending, Consumer Lending, Financial Services, Investments, Mortgage Lending, Mutual Funds, Small Business Lending, Wealth Management, Cross Selling, Portfolio Management
Education
Penn State University 1994 — 1998
BS, Finance
Sean Spellman's PNC Investments Experience November 2005 - May 2007
Job
Industry Financial Services
Experience
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
SEI June 2014 - Present
MetLife Securities May 2007 - June 2014
PNC Investments November 2005 - May 2007
Hudson Trader Investment September 2002 - November 2004
Wachovia Bank June 2000 - September 2002
Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Securities, Series 65, Variable Annuities, Product Management, Third Party Advisory..., Relationship Management, Asset Allocation, Certified Fund..., Dynamic Asset Allocation, Global Asset Management, Tactical Asset..., Financial Advisory, Asset Management, Insurance, Wealth Management, Finance, Retirement Planning, Series 6, Strategic Financial..., Financial Services, Investments, Investment Management, Investment Advisory
Education
Rutgers University 1997 — 2000
Bachelor's degree
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
Bachelors, Sociology
Washington township
Washington township
Jon R Tarrant's PNC Investments Experience March 2010 - March 2012
Job Software Engineer Lead at PNC
Industry Information Technology and Services
Experience
PNC March 2012 - Present
Pyramid Consulting Group April 2010 - March 2012
PNC Investments March 2010 - March 2012
PNC, Financial Services Organization March 2002 - April 2010
PNC, Financial Services Organization March 1999 - February 2002
Actium Corporation March 1997 - March 1999
XLConnect November 1993 - March 1997
Skills
Databases, Testing, Servers, Troubleshooting, Leadership, Project Planning, Programming, Windows, Requirements Analysis, Business Analysis, Enterprise Architecture, SharePoint, SDLC, Pre-sales, Hardware, Project Management, Process Improvement, Training, Analysis, Integration, Visio, Microsoft SQL Server, Web Applications, Disaster Recovery, Data Warehousing, SQL, Business Intelligence, Vendor Management
Education
Mercyhurst University 1988 — 1992
BA, MIS
Bethel High School, Bethel CT 1984 — 1988
PNC March 2012 - Present
Pyramid Consulting Group April 2010 - March 2012
PNC Investments March 2010 - March 2012
PNC, Financial Services Organization March 2002 - April 2010
PNC, Financial Services Organization March 1999 - February 2002
Actium Corporation March 1997 - March 1999
XLConnect November 1993 - March 1997
Skills
Databases, Testing, Servers, Troubleshooting, Leadership, Project Planning, Programming, Windows, Requirements Analysis, Business Analysis, Enterprise Architecture, SharePoint, SDLC, Pre-sales, Hardware, Project Management, Process Improvement, Training, Analysis, Integration, Visio, Microsoft SQL Server, Web Applications, Disaster Recovery, Data Warehousing, SQL, Business Intelligence, Vendor Management
Education
Mercyhurst University 1988 — 1992
BA, MIS
Bethel High School, Bethel CT 1984 — 1988
Donna Hussak's PNC Investments Experience 2003 - Present
Job VP & Controller at PNC
Industry Financial Services
Experience
PNC Investments 2003 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Cash Management, Finance, SEC filings, Internal Controls, Financial Modeling, General Ledger, Cash Flow, Financial Accounting, Banking, Auditing, Account Reconciliation, Forecasting, Accounts Payable, Financial Services, Process Improvement, Financial Planning
Education
Robert Morris University 1977 — 1981
Bachelor of Science, Accounting and Business/Management
South Hills High School 1974 — 1977
High School/Secondary Diplomas
PNC Investments 2003 - Present
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Cash Management, Finance, SEC filings, Internal Controls, Financial Modeling, General Ledger, Cash Flow, Financial Accounting, Banking, Auditing, Account Reconciliation, Forecasting, Accounts Payable, Financial Services, Process Improvement, Financial Planning
Education
Robert Morris University 1977 — 1981
Bachelor of Science, Accounting and Business/Management
South Hills High School 1974 — 1977
High School/Secondary Diplomas
Mark Wisniowski's PNC Investments Experience February 2008 - Present
Job Senior Loan Support Analyst Officer at PNC Bank NA
Industry Financial Services
Experience
PNC Investments February 2008 - Present
PNC Bank NA February 2008 - Present
Skills
Loans, Financial Analysis, Banking, Mortgage Lending, Commercial Lending, Series 7, Commercial Banking, Credit, Portfolio Management, Consumer Lending, Credit Analysis
Education
Penn State University
Bachelor of Applied Science (B.A.Sc.), REAL ESTATE
PNC Investments February 2008 - Present
PNC Bank NA February 2008 - Present
Skills
Loans, Financial Analysis, Banking, Mortgage Lending, Commercial Lending, Series 7, Commercial Banking, Credit, Portfolio Management, Consumer Lending, Credit Analysis
Education
Penn State University
Bachelor of Applied Science (B.A.Sc.), REAL ESTATE
regis sulkowski's PNC Investments Experience July 1990 - Present
Job sales consultant at PNC Investments
Industry Financial Services
Experience
PNC Investments July 1990 - Present
pninvestments July 1990 - 2011
BNY Mellon August 1990 - June 1995
Skills
intvestments, sales, Social Psychology
Education
Robert Morris University 1958 — 1961
financial
braddock high school 1955 — 1958
high school, academic @scientific
PNC Investments July 1990 - Present
pninvestments July 1990 - 2011
BNY Mellon August 1990 - June 1995
Skills
intvestments, sales, Social Psychology
Education
Robert Morris University 1958 — 1961
financial
braddock high school 1955 — 1958
high school, academic @scientific
Craig Heinauer's PNC Investments Experience July 1998 - March 2006
Job Vice President, Control Room Compliance
Industry Financial Services
Experience
BNY Mellon August 2011 - Present
Morgan Stanley March 2006 - July 2011
PNC Investments July 1998 - March 2006
Skills
Equities, Fixed Income, Fixed Annuities, Variable Annuities, Indexed Annuities, KYC, Options, Corporate Governance, Compliance, Complaint Management, Regulatory Requirements
Education
Robert Morris University
Bachelor's degree, Finance and Economics
BNY Mellon August 2011 - Present
Morgan Stanley March 2006 - July 2011
PNC Investments July 1998 - March 2006
Skills
Equities, Fixed Income, Fixed Annuities, Variable Annuities, Indexed Annuities, KYC, Options, Corporate Governance, Compliance, Complaint Management, Regulatory Requirements
Education
Robert Morris University
Bachelor's degree, Finance and Economics
Mary Anne Ronk's PNC Investments Experience January 2005 - Present
Job VP, Territory Supervisory Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2005 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelors
PNC Investments January 2005 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelors
James Devin, CFP®'s PNC Investments Experience May 2008 - September 2014
Job Financial Advisor/Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
PNC Investments May 2008 - September 2014
SunTrust Investment Services February 2005 - May 2008
Education
Princeton University 1984 — 1987
Bachelor of Arts (B.A.)
Princeton University
PNC Investments May 2008 - September 2014
SunTrust Investment Services February 2005 - May 2008
Education
Princeton University 1984 — 1987
Bachelor of Arts (B.A.)
Princeton University
Bruce Brochhagen's PNC Investments Experience May 1995 - May 2005
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Merrill Lynch October 2014 - Present
MetLife Investors December 2011 - October 2014
Morgan Stanley Wealth Management May 2005 - November 2011
PNC Investments May 1995 - May 2005
Skills
Insurance, Investments, brokerage licenses ..., Client Relationship..., Business Development, Team coaching and..., Alternative Investments, 3rd Party Money Managers
Education
Pace University 1982 — 1984
Bachelor of Business Administration (BBA), Marketing
West Chester University of Pennsylvania 1980 — 1982
Julie Majka, AAMS®, IACCP®'s PNC Investments Experience February 2010 - October 2011
Job Senior Compliance Administrator at Duff & Phelps Investment Management Co.
Industry Investment Management
Experience
Duff & Phelps Investment Management Co. October 2011 - Present
PNC Investments February 2010 - October 2011
Charles Schwab 2006 - 2010
Merrill Lynch – Private Wealth Center 2004 - 2006
Education
Roosevelt University
MBA, Business Administration and Management, General, 3.8
Duff & Phelps Investment Management Co. October 2011 - Present
PNC Investments February 2010 - October 2011
Charles Schwab 2006 - 2010
Merrill Lynch – Private Wealth Center 2004 - 2006
Education
Roosevelt University
MBA, Business Administration and Management, General, 3.8
Chad S. Cribbs's PNC Investments Experience December 2009 - July 2010
Job Director at Greycourt
Industry Investment Management
Experience
Greycourt December 2010 - Present
PNC Investments December 2009 - July 2010
Glenview Capital April 2003 - December 2008
Bear Stearns & Co. October 2002 - April 2003
Nittany Funds Management December 1999 - June 2002
Federated Investors, Inc. August 1995 - June 1998
Skills
Asset Management, Trading, Investments, Alternative Investments, Asset Allocation, Stocks, Prime Brokerage, Commodity Markets, Market Research, Fixed Income, Hedge Funds, Fund Of Funds, Securities, Equities, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Greycourt December 2010 - Present
PNC Investments December 2009 - July 2010
Glenview Capital April 2003 - December 2008
Bear Stearns & Co. October 2002 - April 2003
Nittany Funds Management December 1999 - June 2002
Federated Investors, Inc. August 1995 - June 1998
Skills
Asset Management, Trading, Investments, Alternative Investments, Asset Allocation, Stocks, Prime Brokerage, Commodity Markets, Market Research, Fixed Income, Hedge Funds, Fund Of Funds, Securities, Equities, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Rob Quarture's PNC Investments Experience March 2014 - Present
Job Financial Consultant Associate at PNC Investments
Industry Investment Management
Experience
PNC Investments March 2014 - Present
Private Wealth Advisors May 2012 - March 2014
Education
Robert Morris University 2009 — 2012
Bachelor of Science (BS), Finance, General
PNC Investments March 2014 - Present
Private Wealth Advisors May 2012 - March 2014
Education
Robert Morris University 2009 — 2012
Bachelor of Science (BS), Finance, General
Matthew Wilkes's PNC Investments Experience October 2010 - March 2013
Job Managing Partner at Wilkes Corrigan Wealth Advisors, LLC
Industry Financial Services
Experience
Wilkes Corrigan Wealth Advisors, LLC August 2015 - Present
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors LLC. March 2013 - July 2015
PNC Investments October 2010 - March 2013
National City Bank March 2009 - October 2010
Chase 2008 - 2009
Skills
Investments, Financial Services, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Mutual Funds, Fixed Income Strategies, Wealth Preservation..., personal investment..., Investment Strategies, Wealth Planning, Financial Planning
Education
Miami University 2003 — 2007
Bachelor's of Science in Busines Administration, Finance
Wilkes Corrigan Wealth Advisors, LLC August 2015 - Present
Raymond James Financial, Inc. August 2015 - Present
Wells Fargo Advisors LLC. March 2013 - July 2015
PNC Investments October 2010 - March 2013
National City Bank March 2009 - October 2010
Chase 2008 - 2009
Skills
Investments, Financial Services, Wealth Management, Investment Advisory, Asset Allocation, Insurance, Mutual Funds, Fixed Income Strategies, Wealth Preservation..., personal investment..., Investment Strategies, Wealth Planning, Financial Planning
Education
Miami University 2003 — 2007
Bachelor's of Science in Busines Administration, Finance
Stephanie McLamb's PNC Investments Experience July 2012 - Present
Job Financial Sales Consultant at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2012 - Present
Skills
Personal or Group..., Banking, Credit, Loans, Financial Services, Strategic Financial..., Children, Exercise Physiology
Education
Radford University 2005 — 2009
Bachelor of Arts (B.A.), Exercise Sports Science, Pre K-12
Rappahannock Community College 2002 — 2005
Associate's degree, Early Childhood Education and Teaching, 3-5 Year olds
PNC Investments July 2012 - Present
Skills
Personal or Group..., Banking, Credit, Loans, Financial Services, Strategic Financial..., Children, Exercise Physiology
Education
Radford University 2005 — 2009
Bachelor of Arts (B.A.), Exercise Sports Science, Pre K-12
Rappahannock Community College 2002 — 2005
Associate's degree, Early Childhood Education and Teaching, 3-5 Year olds
brian fee's PNC Investments Experience September 2014 - Present
Job Financial Advisor PNC Investments
Industry Financial Services
Experience
PNC Investments September 2014 - Present
SANTANDER INVESTMENT SECURITIES August 2011 - August 2014
Education
Saint Joseph's University
Bachelor of Science (BS), Accounting
PNC Investments September 2014 - Present
SANTANDER INVESTMENT SECURITIES August 2011 - August 2014
Education
Saint Joseph's University
Bachelor of Science (BS), Accounting
robert willingham's PNC Investments Experience June 2010 - April 2012
Job financial advisor at Foundation Wealth Advisers NPC
Industry Financial Services
Experience
Foundation Wealth Advisers November 2013 - Present
LPL Financial April 2012 - September 2013
PNC Investments June 2010 - April 2012
Education
Northwestern University 1980 — 1984
Bachelor's degree, Economics
Foundation Wealth Advisers November 2013 - Present
LPL Financial April 2012 - September 2013
PNC Investments June 2010 - April 2012
Education
Northwestern University 1980 — 1984
Bachelor's degree, Economics
Carol Kenton's PNC Investments Experience 1985 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
PNC Investments 1985 - 2012
Education
Queens University of Charlotte 1965 — 1969
Bachelor of Arts (B.A.), Economics
PNC Investments 1985 - 2012
Education
Queens University of Charlotte 1965 — 1969
Bachelor of Arts (B.A.), Economics
Kathryn Leone's PNC Investments Experience 2010 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments 2010 - Present
PNC Investments 2002 - 2010
Dennis Riley CPA 1999 - 2002
Cigna Insurance Services 1983 - 1986
Cigna Insurance Services 1980 - 1983
Education
Rutgers University – Camden
Bachelor of Arts (B.A.), History, Secondary Education
PNC Investments 2010 - Present
PNC Investments 2002 - 2010
Dennis Riley CPA 1999 - 2002
Cigna Insurance Services 1983 - 1986
Cigna Insurance Services 1980 - 1983
Education
Rutgers University – Camden
Bachelor of Arts (B.A.), History, Secondary Education
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank