PNC Investments
Industry: Bank holding company
DescriptionPNC Financial Services Group, Inc. is a bank holding company and financial services corporation based in Pittsburgh. Its bank operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs. Customer service: 00 1 412-803-7711 Headquarters: Pittsburgh, Pennsylvania, United States Founded: 10 April 1845 Revenue: 16.33 billion USD (2017) Subsidiaries: Harris Williams & Co., Did you know: PNC Financial Services is the eighth-largest bank in the US by total assets ($380 B). wikipedia.org
PNC Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PNC Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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631 PNC Investments employees in database. Find out everything there's to know about PNC Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PNC Investments Employees
Employee
Years
Job
Industry
Jessica Lighter Jessica Lighter's PNC Investments Experience August 2012 - October 2014
Job Capital Markets Associate at PNC Capital Markets
Industry Investment Banking
Experience
PNC Capital Markets October 2014 - Present
PNC Investments August 2012 - October 2014
PNC December 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Group Dynamics
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor's of Science, Finance
PNC Capital Markets October 2014 - Present
PNC Investments August 2012 - October 2014
PNC December 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Time Management, Group Dynamics
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor's of Science, Finance
David S. Ryan David S. Ryan's PNC Investments Experience June 2009 - May 2010
Job Portfolio Management
Industry Financial Services
Experience
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Stifel Financial Corp. July 2014 - Present
Merrill Edge March 2012 - March 2014
eAdvisors February 2011 - February 2012
PNC Investments June 2009 - May 2010
AXA Advisors August 2008 - March 2009
Skills
Statistical Software, Accounting, Financial Analysis, Financial Planning, Investments, Strategic Financial..., Wealth Management, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investment Strategies, Retirement, Banking, Loans, Fixed Annuities, 401k, Insurance, IRAs, ETFs, Investment Management, Relationship Management, Financial Planners, Wealth Management..., Trading, Financial Markets
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Finance
University of Missouri-Columbia 2005 — 2008
Bachelor of Science, Financial Planning
Jean Carville Jean Carville's PNC Investments Experience March 1993 - October 2012
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 2012 - Present
PNC Investments March 1993 - October 2012
Skills
Retirement Planning, Qualified Retirement..., Education Funding, Asset Protection, Investment Strategies
Education
University of Cincinnati College of Business 1985 — 1990
Bachelor of Business Administration (BBA), Marketing and Management
University of Cincinnati
Wells Fargo Advisors, LLC. October 2012 - Present
PNC Investments March 1993 - October 2012
Skills
Retirement Planning, Qualified Retirement..., Education Funding, Asset Protection, Investment Strategies
Education
University of Cincinnati College of Business 1985 — 1990
Bachelor of Business Administration (BBA), Marketing and Management
University of Cincinnati
Richard Dameron Richard Dameron's PNC Investments Experience August 1986 - December 2004
Job REGIONAL LEADER at Primerica
Industry Financial Services
Experience
Primerica December 2004 - Present
PNC Investments August 1986 - December 2004
VICE PRESIDENT September 1970 - August 1989
Skills
Financial Risk, Investment Advisory, Financial Services, Financial Advisory, Investment Strategies, Asset Allocation, Asset Management, Insurance, Mortgage Lending, Equities, Loans, Alternative Investments, Banking, Risk Management, Cash Management, Credit Analysis, Valuation, Financial Modeling, Small Business, Corporate Finance, Financial Analysis, Investments, Retirement Planning, Wealth Management, Leadership, Portfolio Management, Finance
Education
The Ohio State University 1967 — 1970
Bachelor of Science, Finance and Accounting
COLLEGE OF FINANCIAL PLANNING 1994 — 1995
CERTIFIED FINANCIAL PLANNER, PERSONAL FINANCIAL PLANNING
Primerica December 2004 - Present
PNC Investments August 1986 - December 2004
VICE PRESIDENT September 1970 - August 1989
Skills
Financial Risk, Investment Advisory, Financial Services, Financial Advisory, Investment Strategies, Asset Allocation, Asset Management, Insurance, Mortgage Lending, Equities, Loans, Alternative Investments, Banking, Risk Management, Cash Management, Credit Analysis, Valuation, Financial Modeling, Small Business, Corporate Finance, Financial Analysis, Investments, Retirement Planning, Wealth Management, Leadership, Portfolio Management, Finance
Education
The Ohio State University 1967 — 1970
Bachelor of Science, Finance and Accounting
COLLEGE OF FINANCIAL PLANNING 1994 — 1995
CERTIFIED FINANCIAL PLANNER, PERSONAL FINANCIAL PLANNING
Michele Tharp Michele Tharp's PNC Investments Experience August 2014 - Present
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2014 - Present
M&T Securities, Inc. January 2009 - August 2014
M&T Securities, Inc. January 2007 - January 2009
M&T Securities, Inc. April 2003 - December 2006
Allfirst Bank/Allfirst Brokerage October 2000 - April 2003
Allfirst Bank August 1997 - October 2000
First National Bank of Maryland April 1994 - August 1997
First National Bank of Maryland September 1989 - March 1994
Skills
Insurance, Training, Leadership, Investments, Team Leadership, Marketing Strategy, Mortgage Lending, Securities, Employee Training, Sales Management, Team Building, Marketing, Retail, Training Delivery, Retail Banking, Sales Operations, Team Management, Sales, Compliance, Relationship Management
Education
Towson State
Education
Towson University
PNC Investments August 2014 - Present
M&T Securities, Inc. January 2009 - August 2014
M&T Securities, Inc. January 2007 - January 2009
M&T Securities, Inc. April 2003 - December 2006
Allfirst Bank/Allfirst Brokerage October 2000 - April 2003
Allfirst Bank August 1997 - October 2000
First National Bank of Maryland April 1994 - August 1997
First National Bank of Maryland September 1989 - March 1994
Skills
Insurance, Training, Leadership, Investments, Team Leadership, Marketing Strategy, Mortgage Lending, Securities, Employee Training, Sales Management, Team Building, Marketing, Retail, Training Delivery, Retail Banking, Sales Operations, Team Management, Sales, Compliance, Relationship Management
Education
Towson State
Education
Towson University
Matthew Hashimoto, CLU®, ChFC®, CFP® Matthew Hashimoto, CLU®, ChFC®, CFP®'s PNC Investments Experience February 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2014 - Present
PNC November 2012 - February 2014
Northwestern Mutual Financial June 2006 - July 2012
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS Finance
The American College 2007 — 2009
Chartered Life Underwriter, Finance
The American College 2007 — 2009
Chartered Financial Consultant, Finance
PNC Investments February 2014 - Present
PNC November 2012 - February 2014
Northwestern Mutual Financial June 2006 - July 2012
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS Finance
The American College 2007 — 2009
Chartered Life Underwriter, Finance
The American College 2007 — 2009
Chartered Financial Consultant, Finance
Frank Petrone Frank Petrone's PNC Investments Experience January 2004 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2004 - Present
J.J.B. Hilliard, W.L. Lyons Inc. December 1999 - January 2004
Education
Seton Hall University 1985 — 1989
Master of Business Administration (MBA), Finance
Seton Hall University 1979 — 1983
Bachelor of Science (BS), Finance
PNC Investments January 2004 - Present
J.J.B. Hilliard, W.L. Lyons Inc. December 1999 - January 2004
Education
Seton Hall University 1985 — 1989
Master of Business Administration (MBA), Finance
Seton Hall University 1979 — 1983
Bachelor of Science (BS), Finance
Juan Pedro Freitas Juan Pedro Freitas's PNC Investments Experience June 2010 - October 2013
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2013 - Present
PNC Investments June 2010 - October 2013
PNC March 2006 - June 2010
Education
Universidad Inca Garcilaso de la Vega
Bachelor of Science (BS), Business Administration and Finance
JPMorgan Chase Bank, N.A. October 2013 - Present
PNC Investments June 2010 - October 2013
PNC March 2006 - June 2010
Education
Universidad Inca Garcilaso de la Vega
Bachelor of Science (BS), Business Administration and Finance
Jeremy Fare Jeremy Fare's PNC Investments Experience July 2012 - December 2013
Job Vice President | Private Client Advisor JPMorgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
Joseph States's PNC Investments Experience January 2007 - May 2009
Job Production Manager at SOJA LLC
Industry Museums and Institutions
Experience
Smithsonian Institution December 2012 - Present
SOJA LLC January 2011 - Present
Seaford Music January 2003 - March 2014
PNC November 2011 - June 2012
PNC Investments January 2007 - May 2009
Skills
Sales Management, Consulting, Financial Accounting, Account Management, Museums, Museum Education, Volunteer Management, Production Managment, Production Support, Finance, Financial Analysis, Product Marketing
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Marketing
Smithsonian Institution December 2012 - Present
SOJA LLC January 2011 - Present
Seaford Music January 2003 - March 2014
PNC November 2011 - June 2012
PNC Investments January 2007 - May 2009
Skills
Sales Management, Consulting, Financial Accounting, Account Management, Museums, Museum Education, Volunteer Management, Production Managment, Production Support, Finance, Financial Analysis, Product Marketing
Education
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Marketing
Benjamin Fenicle's PNC Investments Experience January 2006 - June 2007
Job Vice President and Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2013 - Present
PNC Wealth Management September 2010 - November 2013
PNC Wealth Management June 2007 - September 2010
PNC Investments January 2006 - June 2007
Ameriprise Financial Services, Inc. November 2003 - January 2006
Skills
Certified Financial...
Education
Villanova University 2008 — 2011
Master of Science (M.S.), Taxation
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Finance
PNC Wealth Management November 2013 - Present
PNC Wealth Management September 2010 - November 2013
PNC Wealth Management June 2007 - September 2010
PNC Investments January 2006 - June 2007
Ameriprise Financial Services, Inc. November 2003 - January 2006
Skills
Certified Financial...
Education
Villanova University 2008 — 2011
Master of Science (M.S.), Taxation
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Finance
David W. Pennetti David W. Pennetti's PNC Investments Experience 2010 - 2012
Job Experienced Wholesaler/Regional Sales Manager Seeking Outdoor Industry Career
Industry Wholesale
Experience
CO-OWNER January 2013 - Present
PNC Investments 2010 - 2012
Great American Financial Resources 1997 - 2010
Skills
New Business Development, Outside Wholesaling, Customer Service, Sales, Networking, Strategic Planning, Negotiation, Consulting, Leadership, Budgets, Teaching, Equities, Lecturing, Project Management, Compliance, Public Speaking, Fitness, Inventory Management
Education
University of Cincinnati
Bachelor's degree
Lean Six Sigma Black Belt candidate
CO-OWNER January 2013 - Present
PNC Investments 2010 - 2012
Great American Financial Resources 1997 - 2010
Skills
New Business Development, Outside Wholesaling, Customer Service, Sales, Networking, Strategic Planning, Negotiation, Consulting, Leadership, Budgets, Teaching, Equities, Lecturing, Project Management, Compliance, Public Speaking, Fitness, Inventory Management
Education
University of Cincinnati
Bachelor's degree
Lean Six Sigma Black Belt candidate
Stephen Koorey Stephen Koorey's PNC Investments Experience January 2008 - December 2011
Job Vice President, Market Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Bank of America Merrill Lynch August 2015 - Present
Old Line Financial Services May 2012 - August 2015
PNC Investments January 2008 - December 2011
SunTrust Bank August 2006 - July 2007
BB&T Bank July 2006 - August 2006
Citi October 2002 - July 2006
Riggs Investment Corp. August 1995 - January 2002
Ferris Baker Watts December 1993 - August 1995
Maryland National Bank June 1992 - December 1993
DeRand Pennington Bass, Inc March 1986 - June 1992
Skills
Investments, Mentoring, Banking, Sales Management, Commercial Banking, Loans, Credit, Wealth Management, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Leadership, Sales, Series 6, Fixed Income, Financial Advisory, Mortgage Lending, Insurance, Bonds, Asset Allocation, Finance, Retirement Planning, Marketing, Securities, Team Leadership, Financial Services, New Business Development, Selling, Asset Management, Strategic Financial..., Relationship Management, Management, Wealth, Investment Advisory
Education
University of Virginia 2003 — 2005
Graduate School of Retail Bank Management
Towson University 1980 — 1984
Bachelor of Science (BS), Economics
Anthony Bosco Anthony Bosco's PNC Investments Experience September 2004 - August 2007
Job Regional Director at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual August 2007 - Present
PNC Investments September 2004 - August 2007
Nationwide Financial September 2001 - September 2004
Citicorp Investment Services August 1997 - September 2001
Skills
Annuities, Series 7, Series 63, Financial Advisory, Annuity, Retirement Planning, Investment Products, Retirement, Insurance, Mutual Funds, IRA's, Wealth Transfer, Cross Selling, Wealth Management, Fixed Annuities, IRAs, Life Insurance, Wealth, Finance, Whole Life, Investments, Variable Annuities, Securities, Term Life Insurance, Series 6, 401k, Asset Allocation
Education
University at Albany, SUNY 1991 — 1995
BA, English
Stuyvesant High School 1988 — 1991
Liberty Mutual August 2007 - Present
PNC Investments September 2004 - August 2007
Nationwide Financial September 2001 - September 2004
Citicorp Investment Services August 1997 - September 2001
Skills
Annuities, Series 7, Series 63, Financial Advisory, Annuity, Retirement Planning, Investment Products, Retirement, Insurance, Mutual Funds, IRA's, Wealth Transfer, Cross Selling, Wealth Management, Fixed Annuities, IRAs, Life Insurance, Wealth, Finance, Whole Life, Investments, Variable Annuities, Securities, Term Life Insurance, Series 6, 401k, Asset Allocation
Education
University at Albany, SUNY 1991 — 1995
BA, English
Stuyvesant High School 1988 — 1991
Michael Beachy, MBA, CLU's PNC Investments Experience July 2008 - July 2011
Job Regional Vice President Land As Your Legacy program at Nationwide
Industry Financial Services
Experience
Nationwide Financial June 2015 - Present
Nationwide Financial December 2012 - June 2015
Nationwide Financial July 2011 - December 2012
PNC Investments July 2008 - July 2011
Northwestern Mutual May 2006 - July 2008
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Insurance, Annuity Sales, Investments, Sales, Strategic Financial..., Sales Management, Life Insurance, Series 6, Series 63, Variable Annuities
Education
University of Dayton 2006 — 2007
Master of Business Administration (MBA), Business Management
University of Dayton 2002 — 2006
Bachelor of Science (BS), Leadership
Nationwide Financial June 2015 - Present
Nationwide Financial December 2012 - June 2015
Nationwide Financial July 2011 - December 2012
PNC Investments July 2008 - July 2011
Northwestern Mutual May 2006 - July 2008
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Financial Advisory, Insurance, Annuity Sales, Investments, Sales, Strategic Financial..., Sales Management, Life Insurance, Series 6, Series 63, Variable Annuities
Education
University of Dayton 2006 — 2007
Master of Business Administration (MBA), Business Management
University of Dayton 2002 — 2006
Bachelor of Science (BS), Leadership
Jonathan Levitt Jonathan Levitt's PNC Investments Experience April 2013 - June 2015
Job Vice President Investments Citi Personal Wealth Maagement
Industry Financial Services
Experience
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Frank Consalo's PNC Investments Experience October 2010 - May 2012
Job Director of Sales Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Citi Personal Wealth Management May 2012 - Present
BISA 2006 - Present
PNC Investments October 2010 - May 2012
Fulton Financial Advisors November 2008 - November 2010
Wachovia Securities, LLC March 2000 - November 2008
Citigroup 1995 - 2000
Citigroup 1995 - 2000
Education
University of Kentucky 1981 — 1984
BA, Marketing - Finance
Nathan Willi's PNC Investments Experience December 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2014 - Present
PNC Investments (Unofficial) November 2013 - December 2014
Morgan Stanley Smith Barney May 2011 - April 2012
MyCorporateMedia January 2011 - March 2011
Caterpillar Inc. September 2005 - August 2006
Education
University of Michigan 2006 — 2010
B.A., Economics
Peoria Notre Dame
PNC Investments December 2014 - Present
PNC Investments (Unofficial) November 2013 - December 2014
Morgan Stanley Smith Barney May 2011 - April 2012
MyCorporateMedia January 2011 - March 2011
Caterpillar Inc. September 2005 - August 2006
Education
University of Michigan 2006 — 2010
B.A., Economics
Peoria Notre Dame
John Carpani John Carpani's PNC Investments Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
Lighthouse Planning Consultants March 2014 - October 2014
Swarthmore Financial Services September 2013 - February 2014
Cabot Lodge May 2012 - August 2012
DVFG Advisors, LLC 2010 - May 2012
PNC Investments 2007 - 2010
Merrill Lynch 2006 - 2007
Skills
Estate Planning, Succession Planning, Long-term Care, Financial Planning, Investments, Life Insurance Planning, 401 K Rollovers, Group Benefits
Education
Temple University 2000 — 2004
B.A., Mathematical Economics
Methacton
visitation
David Pennetti's PNC Investments Experience 2010 - 2012
Job Retirement Accounts at Ameritas
Industry Financial Services
Experience
Ameritas 2015 - Present
Self employed 2013 - 2014
PNC Investments 2010 - 2012
Great American Financial Resources 1997 - 2010
Skills
Investments, Management, Customer Service, Business Development, New Business Development, Call Centers, Process Improvement, Consultative Selling..., Call Center Development, Negotiation, Territory..., Presentations, Training, C-Level Negotiations..., Call Center Management, Cross-Functional Liaison, Business Reference, Process Improvement..., Insurance, Sales, Leadership, Sales Management, Strategic Planning, Marketing, Team Building
Education
University of Cincinnati
Bachelor's Degree
Lean Six Sigma Black Belt Candidate
Ameritas 2015 - Present
Self employed 2013 - 2014
PNC Investments 2010 - 2012
Great American Financial Resources 1997 - 2010
Skills
Investments, Management, Customer Service, Business Development, New Business Development, Call Centers, Process Improvement, Consultative Selling..., Call Center Development, Negotiation, Territory..., Presentations, Training, C-Level Negotiations..., Call Center Management, Cross-Functional Liaison, Business Reference, Process Improvement..., Insurance, Sales, Leadership, Sales Management, Strategic Planning, Marketing, Team Building
Education
University of Cincinnati
Bachelor's Degree
Lean Six Sigma Black Belt Candidate
Scott Barlow CFP® Scott Barlow CFP®'s PNC Investments Experience November 2012 - December 2014
Job Vice PresidentInvestment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Shawn Zelmore Shawn Zelmore's PNC Investments Experience August 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments August 2003 - Present
Education
Slippery Rock University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Marketing
PNC Investments August 2003 - Present
Education
Slippery Rock University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Marketing
Patrick Marlow Patrick Marlow's PNC Investments Experience June 2010 - August 2010
Job Account Executive at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. June 2014 - Present
Cyveillance December 2010 - April 2014
Horizon Private Capital Partners June 2013 - July 2013
PNC Investments June 2010 - August 2010
Skills
Analytics, Data Mining, Analysis, Valuation, Data Analysis, Intelligence Analysis, Directors & Officers..., Property & Casualty..., Employment Practices..., Professional Liability, Cyber Liability, Insurance, Customer Service, Leadership, Commercial Insurance, PowerPoint
Education
University of Miami 2011 — 2014
Bachelor of Arts (BA), Economics with minors in Business Law, Finance and Political Science, Summa Cum Laude
Oakton High School 2007 — 2011
High School Diploma
Arthur J. Gallagher & Co. June 2014 - Present
Cyveillance December 2010 - April 2014
Horizon Private Capital Partners June 2013 - July 2013
PNC Investments June 2010 - August 2010
Skills
Analytics, Data Mining, Analysis, Valuation, Data Analysis, Intelligence Analysis, Directors & Officers..., Property & Casualty..., Employment Practices..., Professional Liability, Cyber Liability, Insurance, Customer Service, Leadership, Commercial Insurance, PowerPoint
Education
University of Miami 2011 — 2014
Bachelor of Arts (BA), Economics with minors in Business Law, Finance and Political Science, Summa Cum Laude
Oakton High School 2007 — 2011
High School Diploma
Harrison Clark III's PNC Investments Experience April 2007 - February 2011
Job Hybrid Life Wholesaler @ Protective Life
Industry Investment Management
Experience
Protective Life September 2012 - Present
Kentucky Army National Guard March 1989 - Present
Fifth Third Asset Management February 2011 - August 2012
PNC Investments April 2007 - February 2011
MetLife April 2003 - May 2007
Skills
Series 7, Life & Health OH, KY, Series 66, Mutual Funds, Fixed Annuities, Asset Allocation, Separately Managed..., Financial Advisory, Series 63, Retirement Planning
Education
Lewis County High School
University of Kentucky
Protective Life September 2012 - Present
Kentucky Army National Guard March 1989 - Present
Fifth Third Asset Management February 2011 - August 2012
PNC Investments April 2007 - February 2011
MetLife April 2003 - May 2007
Skills
Series 7, Life & Health OH, KY, Series 66, Mutual Funds, Fixed Annuities, Asset Allocation, Separately Managed..., Financial Advisory, Series 63, Retirement Planning
Education
Lewis County High School
University of Kentucky
Mark L. Smith Mark L. Smith's PNC Investments Experience December 2012 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2012 - Present
Chase Investment Services September 2009 - November 2012
JP Morgan Chase May 2005 - January 2008
JP Morgan Chase June 2004 - May 2005
Shelter Insurance Companies January 1998 - June 2004
Shelter Insurance Companies August 1990 - January 1998
Education
University of Missouri-Columbia 1981 — 1982
Masters, Economics
University of Missouri-Columbia 1977 — 1981
Bachelor of Journalism, Journalism
PNC Investments December 2012 - Present
Chase Investment Services September 2009 - November 2012
JP Morgan Chase May 2005 - January 2008
JP Morgan Chase June 2004 - May 2005
Shelter Insurance Companies January 1998 - June 2004
Shelter Insurance Companies August 1990 - January 1998
Education
University of Missouri-Columbia 1981 — 1982
Masters, Economics
University of Missouri-Columbia 1977 — 1981
Bachelor of Journalism, Journalism
Douglas J. Ambrose CFP® Douglas J. Ambrose CFP®'s PNC Investments Experience February 2012 - April 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2012 - Present
PNC Investments February 2012 - April 2012
Fidelity Investments November 2011 - November 2011
Fidelity Investments November 2007 - November 2011
Fidelity Investments April 2004 - November 2007
Fidelity Investments April 2001 - April 2004
Skills
Retirement, Investments, Strategic Financial..., High Net Worth..., Financial Services, Pensions, Series 7, Series 63, Retirement Planning, Mutual Funds, 401k, Asset Allocation, FINRA, Investment Advisory, Wealth Management, Finance, Financial Planning
Education
The Ohio State University 1995 — 1999
Finance, Financial Planning
TD Ameritrade April 2012 - Present
PNC Investments February 2012 - April 2012
Fidelity Investments November 2011 - November 2011
Fidelity Investments November 2007 - November 2011
Fidelity Investments April 2004 - November 2007
Fidelity Investments April 2001 - April 2004
Skills
Retirement, Investments, Strategic Financial..., High Net Worth..., Financial Services, Pensions, Series 7, Series 63, Retirement Planning, Mutual Funds, 401k, Asset Allocation, FINRA, Investment Advisory, Wealth Management, Finance, Financial Planning
Education
The Ohio State University 1995 — 1999
Finance, Financial Planning
Yeran Simonian Yeran Simonian's PNC Investments Experience December 2009 - April 2013
Job Portfolio Analyst
Industry Financial Services
Experience
Walker & Dunlop April 2013 - Present
PNC Investments December 2009 - April 2013
PNC July 2008 - December 2009
Skills
Financial Analysis, Credit, Banking, Finance, Dependable Team Player, Compliance, Problem Management, Loan Servicing, Commercial Lending, Loans, Portfolio Management, Loan Origination, Small Business Lending, Investments, Underwriting, Financial Modeling, Wealth Management, Valuation, Due Diligence, Real Estate Economics, Relationship Management
Education
University of Maryland College Park
Business\Accounting
Walker & Dunlop April 2013 - Present
PNC Investments December 2009 - April 2013
PNC July 2008 - December 2009
Skills
Financial Analysis, Credit, Banking, Finance, Dependable Team Player, Compliance, Problem Management, Loan Servicing, Commercial Lending, Loans, Portfolio Management, Loan Origination, Small Business Lending, Investments, Underwriting, Financial Modeling, Wealth Management, Valuation, Due Diligence, Real Estate Economics, Relationship Management
Education
University of Maryland College Park
Business\Accounting
Lamar Rahden's PNC Investments Experience May 2014 - Present
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
Don Moll Don Moll's PNC Investments Experience 2010 - 2010
Job Regional Account Manager, External Wholesaler at Annuity Marketing Services
Industry Financial Services
Experience
Annuity Marketing Services April 2013 - Present
Sun Life Financial 2010 - 2012
PNC Investments 2010 - 2010
Colonial Bank 2009 - 2009
AIG SunAmerica 2006 - 2009
Trusco Capital Management (a division of SunTrust Bank) 2005 - 2006
Skills
Investments, Mutual Funds, Annuities, Financial Advisory, Retirement, Annuity
Education
University of Florida 1989 — 1995
Bachelor of Science, Economics
Annuity Marketing Services April 2013 - Present
Sun Life Financial 2010 - 2012
PNC Investments 2010 - 2010
Colonial Bank 2009 - 2009
AIG SunAmerica 2006 - 2009
Trusco Capital Management (a division of SunTrust Bank) 2005 - 2006
Skills
Investments, Mutual Funds, Annuities, Financial Advisory, Retirement, Annuity
Education
University of Florida 1989 — 1995
Bachelor of Science, Economics
Rob Gore, CRPC Rob Gore, CRPC's PNC Investments Experience March 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2015 - Present
Ameriprise Financial - The Schumacher Group September 2008 - March 2015
The Basement Guys July 2007 - February 2008
Guardian Human Resources 2004 - 2007
Buckeye Hall of Fame Cafe 2001 - 2003
Education
The Ohio State University 1991 — 1992
Education
PNC Investments March 2015 - Present
Ameriprise Financial - The Schumacher Group September 2008 - March 2015
The Basement Guys July 2007 - February 2008
Guardian Human Resources 2004 - 2007
Buckeye Hall of Fame Cafe 2001 - 2003
Education
The Ohio State University 1991 — 1992
Education
Brian Stamp Brian Stamp's PNC Investments Experience March 2011 - Present
Job Assistant Vice President / Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2011 - Present
Stamp Financial Services, Inc. August 2008 - February 2011
M&T Securities 2000 - 2008
Education
State University of New York College at Fredonia 1996 — 2000
Business, Finance
PNC Investments March 2011 - Present
Stamp Financial Services, Inc. August 2008 - February 2011
M&T Securities 2000 - 2008
Education
State University of New York College at Fredonia 1996 — 2000
Business, Finance
David Kashtan David Kashtan's PNC Investments Experience 2007 - 2013
Job Director of Product and Financial Planning at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank May 2014 - Present
PNC Investments 2007 - 2013
PNC Investments September 2007 - July 2008
Bank of America 2004 - 2005
Quick & Reilly (merged with Bank of America) 2002 - 2005
Dreyfus 1986 - 2002
Skills
Series 63, Wealth Management, Mutual Funds, Investments, Asset Allocation, Series 7, Securities, Series 24, Alternative Investments, Retirement Planning, Portfolio Management, Investment Advisory, Series 65, Financial Advisory, ETFs, Strategic Financial..., Wealth, Wealth Management..., Uniform Combined State..., Investment Strategies, Investment Management, Insurance, 401k, Fixed Income, Fixed Annuities, FINRA, Asset Management, Bonds, Financial Analysis, Retirement, Series 6, Financial Services, Equities, IRAs, Estate Planning, Variable Annuities
Education
Seton Hall University 1979 — 1983
bs
Huntington National Bank May 2014 - Present
PNC Investments 2007 - 2013
PNC Investments September 2007 - July 2008
Bank of America 2004 - 2005
Quick & Reilly (merged with Bank of America) 2002 - 2005
Dreyfus 1986 - 2002
Skills
Series 63, Wealth Management, Mutual Funds, Investments, Asset Allocation, Series 7, Securities, Series 24, Alternative Investments, Retirement Planning, Portfolio Management, Investment Advisory, Series 65, Financial Advisory, ETFs, Strategic Financial..., Wealth, Wealth Management..., Uniform Combined State..., Investment Strategies, Investment Management, Insurance, 401k, Fixed Income, Fixed Annuities, FINRA, Asset Management, Bonds, Financial Analysis, Retirement, Series 6, Financial Services, Equities, IRAs, Estate Planning, Variable Annuities
Education
Seton Hall University 1979 — 1983
bs
Erik Gudenas's PNC Investments Experience May 2011 - December 2011
Job Vice President Investments/Financial Advisor Associate at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
JP Morgan Securities LLC December 2011 - July 2015
PNC Investments May 2011 - December 2011
UBS January 2010 - May 2011
Education
University of Dayton 2005 — 2009
B.S., Accounting
Brian O'Keefe Brian O'Keefe's PNC Investments Experience December 2011 - October 2012
Job Home Office Principal at NEXT Financial Group, Inc.
Industry Financial Services
Experience
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
NEXT Financial Group, Inc. March 2013 - Present
PNC Investments December 2011 - October 2012
Ascensus June 2009 - July 2011
Kohlhepp Investment Advisors Ltd September 2008 - March 2009
Capital Analysts Incorporated November 2006 - October 2007
1717 Capital Management Company November 2002 - September 2006
INVESCO/AIM Mutual Funds 1994 - 2002
Skills
Mutual Funds, FINRA, Operations Management, Series 7, Investments, Series 63, Securities, Series 24, Retirement, Risk Management, Asset Managment, Strategic Financial..., Compliance, Trading, Management, Coaching, Staff Development, Team Leadership, Team Building, Team Management, Stocks, Bonds, Relationship Management, Fixed Income, Financial Services, Portfolio Management, ETFs, Uniform Combined State..., Asset Management, Options, Retirement Planning, Insurance, Bloomberg, Fixed Annuities, Financial Analysis, Banking, 401k, Financial Risk, Wealth Management, Equities, Alternative Investments, Investment Strategies, AML, Financial Advisory, Asset Allocation, Anti Money Laundering, Financial Planning
Education
Texas A&M University
BBA, Finance, Accounting
Cindy Nagel, CFP® Cindy Nagel, CFP®'s PNC Investments Experience March 2012 - Present
Job SVP, Regional Sales Manager, Carolinas at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2012 - Present
LPL Financial 2010 - March 2012
Mercantile Bank 2006 - 2010
FASTRAK Consulting, Inc. 1996 - 2004
Nagel Financial Services 1998 - 2003
GNA January 1994 - October 1996
FISCO Equity / FIS 1989 - 1994
Skills
Retirement Planning, Wealth Management, Project Management, Sales Management, Certified Financial..., Relationship Management, Business Development, Leadership, Investments, Strategic Financial..., Strategy, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65, Series 26, Finance, Financial Services, Risk Management, Securities, Mutual Funds, FINRA, Financial Planning
Education
University of Florida
BSBA, Finance
PNC Investments March 2012 - Present
LPL Financial 2010 - March 2012
Mercantile Bank 2006 - 2010
FASTRAK Consulting, Inc. 1996 - 2004
Nagel Financial Services 1998 - 2003
GNA January 1994 - October 1996
FISCO Equity / FIS 1989 - 1994
Skills
Retirement Planning, Wealth Management, Project Management, Sales Management, Certified Financial..., Relationship Management, Business Development, Leadership, Investments, Strategic Financial..., Strategy, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65, Series 26, Finance, Financial Services, Risk Management, Securities, Mutual Funds, FINRA, Financial Planning
Education
University of Florida
BSBA, Finance
Dave Polhill Dave Polhill's PNC Investments Experience April 2014 - Present
Job Branch Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments April 2014 - Present
Morgan Stanley August 2012 - April 2014
Education
University of Illinois at Urbana-Champaign 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Business
PNC Investments April 2014 - Present
Morgan Stanley August 2012 - April 2014
Education
University of Illinois at Urbana-Champaign 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Business
Donna Schuette's PNC Investments Experience January 2013 - Present
Job Senior Manager Investment Operations at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2013 - Present
PNC Investments June 2011 - January 2013
Key Investment Services March 2008 - June 2011
Education
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Finance and Business Economics
PNC Investments January 2013 - Present
PNC Investments June 2011 - January 2013
Key Investment Services March 2008 - June 2011
Education
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Finance and Business Economics
Francis Thompson Francis Thompson's PNC Investments Experience September 2006 - September 2007
Job Inside Sales Manager at Triumfant, Inc
Industry Information Technology and Services
Experience
Triumfant, Inc May 2015 - Present
Heartland Payment Systems October 2014 - April 2015
STEALTHbits Technologies, Inc. October 2007 - October 2014
PNC Investments September 2006 - September 2007
Morgan Stanley June 2005 - August 2006
Jamie E. Friedman Inc. August 1993 - May 2005
Skills
Identity Management, Enterprise Software
Education
University of Maryland College Park
Bachelor's degree
Garden City High School
Triumfant, Inc May 2015 - Present
Heartland Payment Systems October 2014 - April 2015
STEALTHbits Technologies, Inc. October 2007 - October 2014
PNC Investments September 2006 - September 2007
Morgan Stanley June 2005 - August 2006
Jamie E. Friedman Inc. August 1993 - May 2005
Skills
Identity Management, Enterprise Software
Education
University of Maryland College Park
Bachelor's degree
Garden City High School
Chelsea Payton Chelsea Payton's PNC Investments Experience January 2011 - November 2011
Job Client Services Administrator at First Data Merchant Services
Industry Financial Services
Experience
First Data Corporation February 2015 - Present
First Data Merchant Services October 2012 - Present
First Data Merchant Services April 2012 - October 2012
Rent-A-Center November 2011 - April 2012
PNC Investments January 2011 - November 2011
Punita Leathers December 2008 - November 2010
Skills
Superior Client Service, Account Management, Retail, Marketing, Public Relations, Teamwork, Outlook, Merchant Card Processing, Credit Cards, Sales Force, Debit Cards, Client Services, PowerPoint, Training, Microsoft Word, Time Management, Management, Sales, Microsoft Excel, Customer Service, Microsoft Office, Call Centers, Administrative..., Marketing Strategy, Salesforce.com, Social Networking, Marketing Communications
Education
Shippensburg University of Pennsylvania 2004 — 2006
First Data Corporation February 2015 - Present
First Data Merchant Services October 2012 - Present
First Data Merchant Services April 2012 - October 2012
Rent-A-Center November 2011 - April 2012
PNC Investments January 2011 - November 2011
Punita Leathers December 2008 - November 2010
Skills
Superior Client Service, Account Management, Retail, Marketing, Public Relations, Teamwork, Outlook, Merchant Card Processing, Credit Cards, Sales Force, Debit Cards, Client Services, PowerPoint, Training, Microsoft Word, Time Management, Management, Sales, Microsoft Excel, Customer Service, Microsoft Office, Call Centers, Administrative..., Marketing Strategy, Salesforce.com, Social Networking, Marketing Communications
Education
Shippensburg University of Pennsylvania 2004 — 2006
David Zane's PNC Investments Experience July 2011 - Present
Job Financial Advisor AVP PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
Marc Parson Marc Parson's PNC Investments Experience February 2012 - October 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
PNC Investments February 2012 - October 2012
Edward Jones August 2006 - February 2012
Skills
401k Rollovers, Saving for Education, IRAs, Retirement, Fixed Annuities, Mutual Funds, College Savings Plans, 529 Plans
Education
Southern Illinois University, Edwardsville 1995 — 1997
Bachelor's of Science in Business Administration
St. Pius X
Wells Fargo Advisors, LLC October 2012 - Present
PNC Investments February 2012 - October 2012
Edward Jones August 2006 - February 2012
Skills
401k Rollovers, Saving for Education, IRAs, Retirement, Fixed Annuities, Mutual Funds, College Savings Plans, 529 Plans
Education
Southern Illinois University, Edwardsville 1995 — 1997
Bachelor's of Science in Business Administration
St. Pius X
Johnny Henderson's PNC Investments Experience March 2001 - Present
Job SVP, Financial Advisor, CFP®, CWA® at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2001 - Present
Education
University of Louisville 2004 — 2005
Master of Business Administration (MBA)
Western Kentucky University 1995 — 1999
FInancial Planning
Owensboro Catholic High Scool 1991 — 1995
PNC Investments March 2001 - Present
Education
University of Louisville 2004 — 2005
Master of Business Administration (MBA)
Western Kentucky University 1995 — 1999
FInancial Planning
Owensboro Catholic High Scool 1991 — 1995
Darrick Jordan Darrick Jordan's PNC Investments Experience November 2009 - August 2011
Job Premier Banker, VP at SunTrust
Industry Financial Services
Experience
SunTrust August 2015 - Present
PNC February 2013 - August 2015
Wells Fargo August 2011 - November 2012
PNC Investments November 2009 - August 2011
National City Bank August 2008 - November 2009
National City Bank November 2007 - August 2008
Skills
Leadership, Relationship Management, New Business Development, Marketing, Public Speaking, Project Management, Event Planning
Education
The Ohio State University 1994 — 1998
Bachelor of Arts, Mass Marketing/Communication
Bishop Watterson 1991 — 1994
SunTrust August 2015 - Present
PNC February 2013 - August 2015
Wells Fargo August 2011 - November 2012
PNC Investments November 2009 - August 2011
National City Bank August 2008 - November 2009
National City Bank November 2007 - August 2008
Skills
Leadership, Relationship Management, New Business Development, Marketing, Public Speaking, Project Management, Event Planning
Education
The Ohio State University 1994 — 1998
Bachelor of Arts, Mass Marketing/Communication
Bishop Watterson 1991 — 1994
Jason Welte's PNC Investments Experience January 2005 - April 2007
Job Purchasing Manager at W.W. Adcock
Industry Recreational Facilities and Services
Experience
W.W. Adcock July 2014 - Present
W.W. Adcock April 2007 - July 2014
PNC Investments January 2005 - April 2007
Lady Foot Locker March 2004 - December 2004
Skills
Microsoft Office, Adobe Creative Suite, Excel, Outlook, Word, Customer Service, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Budgets, Banking
Education
Temple University 2002 — 2007
BA, Finance
W.W. Adcock July 2014 - Present
W.W. Adcock April 2007 - July 2014
PNC Investments January 2005 - April 2007
Lady Foot Locker March 2004 - December 2004
Skills
Microsoft Office, Adobe Creative Suite, Excel, Outlook, Word, Customer Service, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Budgets, Banking
Education
Temple University 2002 — 2007
BA, Finance
Zaneilia Harris, CFP® Zaneilia Harris, CFP®'s PNC Investments Experience 2008 - 2009
Job Financial Planner to the Well Heeled Woman (as Featured in Black Enterprise & Investment News)
Industry Financial Services
Experience
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Karen Bostick Karen Bostick's PNC Investments Experience November 2000 - July 2002
Job Investment Advisor Representative, Benchmark Financial Advisors, 2605 Nicholson Road, Suite 3200, Sewickley, PA 1
Industry Financial Services
Experience
Cetera Advisor Networks LLC November 2014 - Present
Mars National Advisors July 2002 - November 2014
PNC Investments November 2000 - July 2002
Federated Investors February 1986 - November 2001
Skills
Financial Planning, Series 7, Retirement Planning, 401k, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS BA, Marketing/Business Administration
North Hills High School 1976 — 1980
Cetera Advisor Networks LLC November 2014 - Present
Mars National Advisors July 2002 - November 2014
PNC Investments November 2000 - July 2002
Federated Investors February 1986 - November 2001
Skills
Financial Planning, Series 7, Retirement Planning, 401k, Investment Advisory
Education
Slippery Rock University of Pennsylvania 1980 — 1984
BS BA, Marketing/Business Administration
North Hills High School 1976 — 1980
Matt Mapley Matt Mapley's PNC Investments Experience April 2011 - May 2013
Job Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services May 2013 - Present
Run To You Racing, LLC January 2012 - Present
PNC Investments April 2011 - May 2013
PNC Financial Services June 2008 - April 2011
Western & Southern Financial Group June 2007 - June 2008
Education
The University of Akron 2002 — 2006
Business, Corporate Finance
Citizens Investment Services May 2013 - Present
Run To You Racing, LLC January 2012 - Present
PNC Investments April 2011 - May 2013
PNC Financial Services June 2008 - April 2011
Western & Southern Financial Group June 2007 - June 2008
Education
The University of Akron 2002 — 2006
Business, Corporate Finance
Eric Monaghan's PNC Investments Experience February 2008 - July 2012
Job Investment Counselor at BB&T
Industry Financial Services
Experience
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
Gwen Montaigne Gwen Montaigne's PNC Investments Experience December 2006 - May 2007
Job SOC Manager at Interface Security Systems
Industry Security and Investigations
Experience
Interface Security Systems June 2009 - Present
PNC Investments December 2006 - May 2007
Blockbuster June 1995 - March 2005
Skills
Access Control, CCTV, Customer Service, Surveillance, Team Building, Account Management, Telecommunications, Security Management, Customer Satisfaction
Education
University of Missouri-Saint Louis 1999 — 2001
BA, Psychology
Southeast Missouri State University 1994 — 1995
Interface Security Systems June 2009 - Present
PNC Investments December 2006 - May 2007
Blockbuster June 1995 - March 2005
Skills
Access Control, CCTV, Customer Service, Surveillance, Team Building, Account Management, Telecommunications, Security Management, Customer Satisfaction
Education
University of Missouri-Saint Louis 1999 — 2001
BA, Psychology
Southeast Missouri State University 1994 — 1995
Eric Miller, CIMA Eric Miller, CIMA's PNC Investments Experience June 2010 - Present
Job Senior Business Development Officer at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
Irvin Rosenzweig, CFP, ChFC, CLU, CRPS, AEP's PNC Investments Experience July 1991 - October 2001
Job Owner, Rosenzweig & Associates, a Registered Investment Adviser
Industry Financial Services
Experience
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Paul Laskey Paul Laskey's PNC Investments Experience August 2010 - March 2011
Job Financial Advisor at US Bancorp Investments
Industry Financial Services
Experience
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
Frank Ruffing Frank Ruffing's PNC Investments Experience January 2013 - January 2015
Job Vice President, Client Advisor, Medical Specialty Group, SunTrust Bank
Industry Financial Services
Experience
SunTrust January 2015 - Present
PNC Investments January 2013 - January 2015
Farragut Resources October 2007 - January 2013
Merrill Lynch April 2002 - July 2007
Prudential Securities January 1997 - April 2002
IMC Worldcell January 1996 - December 1996
Columbia Industrial Hardware January 1992 - January 1996
WS Jenks & Son March 1990 - December 1992
Skills
Pension Administration, Investments, Fiduciary Services, Finance, Asset Management, Endowment Funds, Risk Management, Investment Management, Pensions, 401k, Management, Wealth Management, Wealth, Retirement Planning, Private Foundations, Retirement, Retirement Income..., Wealth Preservation..., Retirement Plan...
Education
Thunderbird School of Global Management
MBA, Finance / International Mgt.
University of Wisconsin-Madison
BA, Economics
SunTrust January 2015 - Present
PNC Investments January 2013 - January 2015
Farragut Resources October 2007 - January 2013
Merrill Lynch April 2002 - July 2007
Prudential Securities January 1997 - April 2002
IMC Worldcell January 1996 - December 1996
Columbia Industrial Hardware January 1992 - January 1996
WS Jenks & Son March 1990 - December 1992
Skills
Pension Administration, Investments, Fiduciary Services, Finance, Asset Management, Endowment Funds, Risk Management, Investment Management, Pensions, 401k, Management, Wealth Management, Wealth, Retirement Planning, Private Foundations, Retirement, Retirement Income..., Wealth Preservation..., Retirement Plan...
Education
Thunderbird School of Global Management
MBA, Finance / International Mgt.
University of Wisconsin-Madison
BA, Economics
Mark T. Lamkin's PNC Investments Experience September 1991 - December 2000
Job Owner, Lamkin Wealth Management
Industry Financial Services
Experience
Lamkin Wealth Management January 2001 - Present
PNC Investments September 1991 - December 2000
Education
University of Louisville 1987 — 1991
BA, Finance
Lamkin Wealth Management January 2001 - Present
PNC Investments September 1991 - December 2000
Education
University of Louisville 1987 — 1991
BA, Finance
Andrew Tino Andrew Tino's PNC Investments Experience March 2005 - June 2007
Job Senior Vice President & Director of BrokerDealer and Capital Markets Compliance at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC March 2014 - March 2015
PNC January 2012 - March 2014
PNC Financial Services Group June 2007 - January 2012
PNC Investments March 2005 - June 2007
PNC Investments April 2003 - February 2005
PNC Investments May 2001 - March 2003
Merrill Lynch May 1998 - April 2001
Tullett Prebon 1995 - 1998
Skills
Asset Managment, Compliance, Securities, Series 7, Capital Markets, FINRA, Series 24, AML, Uniform Combined State..., Securities Regulation, Series 63, USA PATRIOT Act, Asset Management, Investment Advisory, Risk Management, Enterprise Risk...
Education
Union College 1991 — 1995
BA, Political Science
PNC March 2015 - Present
PNC March 2014 - March 2015
PNC January 2012 - March 2014
PNC Financial Services Group June 2007 - January 2012
PNC Investments March 2005 - June 2007
PNC Investments April 2003 - February 2005
PNC Investments May 2001 - March 2003
Merrill Lynch May 1998 - April 2001
Tullett Prebon 1995 - 1998
Skills
Asset Managment, Compliance, Securities, Series 7, Capital Markets, FINRA, Series 24, AML, Uniform Combined State..., Securities Regulation, Series 63, USA PATRIOT Act, Asset Management, Investment Advisory, Risk Management, Enterprise Risk...
Education
Union College 1991 — 1995
BA, Political Science
Cory McTaggart Cory McTaggart's PNC Investments Experience February 2011 - July 2014
Job Analyst
Industry Investment Banking
Experience
Victory Capital January 2015 - Present
PNC Investments February 2011 - July 2014
JWT INSIDE January 2010 - February 2011
Cuyahoga County Treasurer June 2007 - August 2008
Skills
Investments, IRAs, Broker-Dealer, Recruitment Advertising, Online Communications, Proposal Writing, Reporting & Analysis, Tax Liens, Labor Relations, Online Advertising, Direct Mail Campaigns, Metrics Reporting, Microsoft Excel, VBA, MS Excel Pivot Tables, Data Analysis, Clearing, Simple IRA, SEP IRA, Broker-Dealer Operations, Lean Operations, Six Sigma, Budgets
Education
The University of Akron 2005 — 2009
Bachelor of Arts, Business and Organizational Communication; Financial Services
Victory Capital January 2015 - Present
PNC Investments February 2011 - July 2014
JWT INSIDE January 2010 - February 2011
Cuyahoga County Treasurer June 2007 - August 2008
Skills
Investments, IRAs, Broker-Dealer, Recruitment Advertising, Online Communications, Proposal Writing, Reporting & Analysis, Tax Liens, Labor Relations, Online Advertising, Direct Mail Campaigns, Metrics Reporting, Microsoft Excel, VBA, MS Excel Pivot Tables, Data Analysis, Clearing, Simple IRA, SEP IRA, Broker-Dealer Operations, Lean Operations, Six Sigma, Budgets
Education
The University of Akron 2005 — 2009
Bachelor of Arts, Business and Organizational Communication; Financial Services
James Wetton James Wetton's PNC Investments Experience February 2012 - Present
Job PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Merrill Lynch February 2010 - February 2012
Seniors Home Care September 2006 - February 2010
Education
Webster University 2007 — 2010
MBA, Leadership & Management
University of Missouri-Saint Louis 2001 — 2006
Bachelor's degree, Communication and Media Studies
University of Missouri-Saint Louis 2001 — 2006
Bachelor's Degree, Psychology
PNC Investments February 2012 - Present
Merrill Lynch February 2010 - February 2012
Seniors Home Care September 2006 - February 2010
Education
Webster University 2007 — 2010
MBA, Leadership & Management
University of Missouri-Saint Louis 2001 — 2006
Bachelor's degree, Communication and Media Studies
University of Missouri-Saint Louis 2001 — 2006
Bachelor's Degree, Psychology
Brian Hofer's PNC Investments Experience Agricultural BankerPNC Financial Services Group2009 - Present
Job Agricultural Banker at PNC Bank
Industry Financial Services
Experience
PNC Investments Agricultural BankerPNC Financial Services Group2009 - Present
Skills
Agriculture, Treasury Management, Loans, Credit, Commercial Lending, Consumer Lending, Portfolio Management, Banking, Small Business Lending, Retail Banking, Lines Of Credit, Loan Origination, Commercial Banking, Cash Management, Credit Analysis, Management, Mortgage Lending, Credit Risk, Risk Management
Education
Stetson University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General, 3.25
PNC Investments Agricultural BankerPNC Financial Services Group2009 - Present
Skills
Agriculture, Treasury Management, Loans, Credit, Commercial Lending, Consumer Lending, Portfolio Management, Banking, Small Business Lending, Retail Banking, Lines Of Credit, Loan Origination, Commercial Banking, Cash Management, Credit Analysis, Management, Mortgage Lending, Credit Risk, Risk Management
Education
Stetson University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General, 3.25
DAMIAN REILLY DAMIAN REILLY's PNC Investments Experience January 2011 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2011 - Present
Skills
Strategic Planning, Leadership, Management, Sales Management, Customer Service, Marketing, Insurance, Negotiation, Marketing Strategy, Microsoft Excel, Team Building, Contract Negotiation, Asset Management, Due Diligence, Change Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
PNC Investments January 2011 - Present
Skills
Strategic Planning, Leadership, Management, Sales Management, Customer Service, Marketing, Insurance, Negotiation, Marketing Strategy, Microsoft Excel, Team Building, Contract Negotiation, Asset Management, Due Diligence, Change Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Brandon Green's PNC Investments Experience January 2011 - January 2013
Job Founder and CEO at Impact Brands, Inc.
Industry Consumer Goods
Experience
Impact Brands, Inc. and Wildcat Water, LLC June 2011 - Present
PNC Investments January 2011 - January 2013
Bev Industry 2011 - 2013
Mass Mutual July 2009 - August 2010
Western & Southern Financial Group August 2007 - January 2009
Skills
Sales, Small Business, Strategic Financial..., Microsoft Office, Investments, Analysis, Marketing, Marketing Strategy, Leadership, Strategic Planning, Start-ups, Sales Management, New Business Development, Loans, Business Planning, Business Development
Education
University of Kentucky
BA, Economics
Impact Brands, Inc. and Wildcat Water, LLC June 2011 - Present
PNC Investments January 2011 - January 2013
Bev Industry 2011 - 2013
Mass Mutual July 2009 - August 2010
Western & Southern Financial Group August 2007 - January 2009
Skills
Sales, Small Business, Strategic Financial..., Microsoft Office, Investments, Analysis, Marketing, Marketing Strategy, Leadership, Strategic Planning, Start-ups, Sales Management, New Business Development, Loans, Business Planning, Business Development
Education
University of Kentucky
BA, Economics
Bob Protesto, CRPC's PNC Investments Experience January 2014 - September 2014
Job Financial Advisor at Haddon Planning Group
Industry Financial Services
Experience
Haddon Planning Group September 2014 - Present
PNC Investments January 2014 - September 2014
ING Financial Partners September 2008 - January 2014
Education
Temple University 2004 — 2008
BS, Mathematics
St. Joseph's Preparatory School 2000 — 2004
Haddon Planning Group September 2014 - Present
PNC Investments January 2014 - September 2014
ING Financial Partners September 2008 - January 2014
Education
Temple University 2004 — 2008
BS, Mathematics
St. Joseph's Preparatory School 2000 — 2004
Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®. Kimberly Turner, CFP®, ChFC®, CLU®, CRPS®.'s PNC Investments Experience August 2014 - Present
Job Branch Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
PNC Investments August 2014 - Present
MetLife March 2012 - August 2014
Morgan Stanley Smith Barney August 2009 - August 2011
The Turner Group of Florida LLC April 1999 - August 2009
Education
The American College 2011 — 2013
Master's degree, Financial Planning and Services
University of Florida
Bachelor's degree, Physician Assistant
DENISE FLEINER's PNC Investments Experience Commercial liasonM&t bank2014 - 2014
Job Commerical Real Estate Loan Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments Commercial liasonM&t bank2014 - 2014
Skills
Real Estate
Education
University of Delaware
chesapeake
PNC Investments Commercial liasonM&t bank2014 - 2014
Skills
Real Estate
Education
University of Delaware
chesapeake
Richard Klimpt Richard Klimpt's PNC Investments Experience August 2014 - May 2015
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2015 - Present
PNC Investments August 2014 - May 2015
Wells Fargo Advisors September 2011 - August 2014
Strike Fore LLC January 2001 - December 2010
Merrill Lynch January 1984 - January 2001
Education
University of Delaware 1975 — 1979
BSBA, Finance
Regions Financial Corporation June 2015 - Present
PNC Investments August 2014 - May 2015
Wells Fargo Advisors September 2011 - August 2014
Strike Fore LLC January 2001 - December 2010
Merrill Lynch January 1984 - January 2001
Education
University of Delaware 1975 — 1979
BSBA, Finance
Steven M Bonavita Steven M Bonavita's PNC Investments Experience November 2012 - Present
Job Assistant Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
Christopher Gervaise Christopher Gervaise's PNC Investments Experience July 2014 - Present
Job Online Product Manager and Transactional Due Diligence Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
PNC Investments July 2014 - Present
PNC Investments September 2012 - August 2014
E*TRADE Financial May 2009 - September 2012
Bank of America July 2008 - April 2009
Wachovia Securities, LLC May 2007 - July 2008
Banc of America Investments May 2005 - May 2007
AXA Equitable September 2003 - May 2005
Skills
Microsoft Excel, Risk Management, Risk Assessment, Financial Statement..., Investment Research, Alternative Investments, Capital Markets, Portfolio Management, Investments, Asset Managment, Financial Modeling, Corporate Finance, Wealth Management, Stock Valuation, Modern Portfolio Theory, Mutual Funds, Fixed Income, ETFs, Options, Hedge Funds, REIT, SMA, Equities, Private Equity, Series 7, Series 66, Series 63, MBA, Pivot Tables, Asset Management, Finance, Uniform Combined State..., Retirement, Financial Advisory
Education
University of Liverpool 2009 — 2011
MBA, Finance and Accounting
State University of New York at Buffalo 1999 — 2003
B.S., Political Science with a concentration in law
Kori Singleton's PNC Investments Experience January 2014 - Present
Job Sr. Administrative Assistant at PNC Investments
Industry Marketing and Advertising
Experience
PNC Investments January 2014 - Present
PNC Bank February 2011 - January 2014
Bandy Carroll Hellige May 2010 - September 2010
Lloyd & McDaniel September 2008 - May 2010
General Electric January 2008 - June 2008
Sheehy+Associates September 2007 - January 2008
Skills
Customer Service, Sales, Marketing, Retail Banking, Microsoft Excel, Cross Selling, Outlook, Microsoft Office, Credit, Banking, Time Management, PowerPoint
Education
University of Louisville 2004 — 2008
Bachelors, Marketing
PNC Investments January 2014 - Present
PNC Bank February 2011 - January 2014
Bandy Carroll Hellige May 2010 - September 2010
Lloyd & McDaniel September 2008 - May 2010
General Electric January 2008 - June 2008
Sheehy+Associates September 2007 - January 2008
Skills
Customer Service, Sales, Marketing, Retail Banking, Microsoft Excel, Cross Selling, Outlook, Microsoft Office, Credit, Banking, Time Management, PowerPoint
Education
University of Louisville 2004 — 2008
Bachelors, Marketing
Christopher Begbie Christopher Begbie's PNC Investments Experience August 2012 - July 2013
Job Regional Vice President, Emerging Markets Specialist
Industry Investment Management
Experience
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Mirae Asset Global Investments March 2015 - Present
OppenheimerFunds July 2013 - March 2015
PNC Investments August 2012 - July 2013
Merrill Lynch July 2011 - August 2012
T. Rowe Price November 2010 - April 2011
Constellation Financial Advisors, LLC. June 2010 - November 2010
Morgan Stanley May 2009 - September 2009
Skills
Investment Management, Asset Managment, Sales, Portfolio Management, Options, Fixed Income, Mutual Funds, Asset Allocation, Equities, Series 7, Series 66, Wealth Management, Financial Advisory, Finance
Education
Towson University
Business Administration and Finance
Ed Rossi, CFP®, CRPC®, CMFC®'s PNC Investments Experience January 2008 - December 2010
Job Vice President / Financial Consultant with Charles Schwab and Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co. December 2010 - Present
PNC Investments January 2008 - December 2010
First Horizon Investments February 2004 - December 2008
Education
University of Houston 1990 — 1992
Bachelors, Business Administration and Management, General
North Harris Comm College 1987 — 1990
Associates, Liberal Arts
Charles Schwab & Co. December 2010 - Present
PNC Investments January 2008 - December 2010
First Horizon Investments February 2004 - December 2008
Education
University of Houston 1990 — 1992
Bachelors, Business Administration and Management, General
North Harris Comm College 1987 — 1990
Associates, Liberal Arts
Douglas Singer's PNC Investments Experience January 2009 - March 2010
Job at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company June 2014 - Present
RBS Citizens April 2013 - May 2014
CCO Investment Services Corp- (RBS Citizens) April 2011 - April 2013
PNC Investments January 2009 - March 2010
National City, now a part of PNC Financial Services September 2005 - January 2009
National City Bank, now a part of PNC Financial Services July 1999 - October 2005
Skills
Investments, Financial Advisory, Banking, Compliance, Mergers
Education
University of Michigan 1981 — 1985
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance
The Huntington Investment Company June 2014 - Present
RBS Citizens April 2013 - May 2014
CCO Investment Services Corp- (RBS Citizens) April 2011 - April 2013
PNC Investments January 2009 - March 2010
National City, now a part of PNC Financial Services September 2005 - January 2009
National City Bank, now a part of PNC Financial Services July 1999 - October 2005
Skills
Investments, Financial Advisory, Banking, Compliance, Mergers
Education
University of Michigan 1981 — 1985
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance
John Venne, CFP®, ChFC®'s PNC Investments Experience August 2009 - August 2015
Job Private Wealth Advisor
Industry Financial Services
Experience
LPL Financial August 2015 - Present
PNC Investments August 2009 - August 2015
Ameriprise Financial September 2005 - July 2009
Newmark & Company Real Estate May 2004 - June 2005
Canon August 2000 - April 2004
Education
University of Delaware 1996 — 2000
BS
Holy Ghost
LPL Financial August 2015 - Present
PNC Investments August 2009 - August 2015
Ameriprise Financial September 2005 - July 2009
Newmark & Company Real Estate May 2004 - June 2005
Canon August 2000 - April 2004
Education
University of Delaware 1996 — 2000
BS
Holy Ghost
Scott Ulmer's PNC Investments Experience April 2012 - November 2013
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
Joe Corradino's PNC Investments Experience June 2009 - September 2010
Job AVP, Manager, Regulatory Compliance, GBM Change Management
Industry Financial Services
Experience
HSBC December 2013 - Present
PNC Investments June 2009 - September 2010
JPMorgan Chase May 2008 - May 2009
bny brokerage February 1996 - April 2008
Skills
FINRA, Financial Markets, Series 7, Trading, Equity Trading, Securities, Investments, Equities, Series 63, Wealth Management, Electronic Trading, Portfolio Management, ETFs, Options, Bonds, Hedge Funds, Asset Management, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Capital Markets, Bloomberg, Equity Derivatives, Finance, Financial Services, Investment Advisory, Investment Banking, Investment Management, Mutual Funds, Proprietary Trading, Investment Strategies, Trading Strategies, Trading Systems, Uniform Combined State..., Retirement Planning
Education
Thomas Edison State College 2013 — 2015
Enrolled - BSBA, Financial Institution Management
FINRA and New York Stock Exchange 1979 — 2008
Member, Trading, Compliance, Operations
St. Finbar
HSBC December 2013 - Present
PNC Investments June 2009 - September 2010
JPMorgan Chase May 2008 - May 2009
bny brokerage February 1996 - April 2008
Skills
FINRA, Financial Markets, Series 7, Trading, Equity Trading, Securities, Investments, Equities, Series 63, Wealth Management, Electronic Trading, Portfolio Management, ETFs, Options, Bonds, Hedge Funds, Asset Management, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Capital Markets, Bloomberg, Equity Derivatives, Finance, Financial Services, Investment Advisory, Investment Banking, Investment Management, Mutual Funds, Proprietary Trading, Investment Strategies, Trading Strategies, Trading Systems, Uniform Combined State..., Retirement Planning
Education
Thomas Edison State College 2013 — 2015
Enrolled - BSBA, Financial Institution Management
FINRA and New York Stock Exchange 1979 — 2008
Member, Trading, Compliance, Operations
St. Finbar
Scott Springer, LUTCF's PNC Investments Experience August 1993 - December 2005
Job Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H & R BlockFinancial Advisors December 2005 - January 2009
PNC Investments August 1993 - December 2005
MetLife July 1988 - August 1993
MBNA 1985 - 1988
Education
University of Delaware 2007 — 2008
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1983 — 1999
Bachelor of Science (BS), Business Management and Marketing
John Dickinson High School 1980 — 1983
Ameriprise Financial Services, Inc. January 2009 - Present
H & R BlockFinancial Advisors December 2005 - January 2009
PNC Investments August 1993 - December 2005
MetLife July 1988 - August 1993
MBNA 1985 - 1988
Education
University of Delaware 2007 — 2008
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1983 — 1999
Bachelor of Science (BS), Business Management and Marketing
John Dickinson High School 1980 — 1983
Shaun Blakeslee's PNC Investments Experience April 2009 - Present
Job Financial Advisor, PNC Investments
Industry Financial Services
Experience
PNC Investments April 2009 - Present
Education
The Johns Hopkins University - Carey Business School 2004 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
The Johns Hopkins University 2001 — 2003
Bachelor of Science, Business & Management, Business Administration and Management, General
PNC Investments April 2009 - Present
Education
The Johns Hopkins University - Carey Business School 2004 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
The Johns Hopkins University 2001 — 2003
Bachelor of Science, Business & Management, Business Administration and Management, General
Jonathan Rainford's PNC Investments Experience August 2005 - January 2007
Job Artemis Real Estate Partners
Industry Commercial Real Estate
Experience
Artemis Real Estate Partners June 2011 - Present
The CIM Group January 2007 - June 2011
PNC Investments August 2005 - January 2007
Skills
Investments, Due Diligence, Real Estate Economics, Acquisitions, Valuation, Asset Management, Financial Modeling, Real Estate, Real Estate Development, Financial Analysis, Commercial Real Estate
Education
The Johns Hopkins University 2001 — 2005
Artemis Real Estate Partners June 2011 - Present
The CIM Group January 2007 - June 2011
PNC Investments August 2005 - January 2007
Skills
Investments, Due Diligence, Real Estate Economics, Acquisitions, Valuation, Asset Management, Financial Modeling, Real Estate, Real Estate Development, Financial Analysis, Commercial Real Estate
Education
The Johns Hopkins University 2001 — 2005
Dawn Kopp's PNC Investments Experience January 2014 - Present
Job Senior Administrative Assistant to Norma Hajduk and Rich Ramassini at PNC Investments
Industry Staffing and Recruiting
Experience
PNC Investments January 2014 - Present
Vantagen LLC (formerly Dewey & Kaye), a ParenteBeard Company 2006 - December 2013
McCrory & McDowell LLC (now ParenteBeard) 2006 - 2007
Pittsburgh Ballet Theatre March 2006 - September 2006
Pittsburgh Ballet Theatre School 2005 - March 2006
Home & Garden Party 2000 - 2006
Target Corporation 2004 - 2005
CPDP, Inc. 1991 - 2003
Gateway , Franklin Regional, & Plum School Districts 1995 - 1997
Skills
Employee Benefits, Nonprofits, Strategic Planning, Executive Search, Leadership Development, Human Resources, Organizational..., Change Management, Workshop Facilitation, Microsoft Office, Training, Community Outreach, Recruiting, HRIS, Fundraising, Benefits Administration, Project Management, Program Development, Public Relations, Customer Service, Onboarding, Public Speaking, Leadership, Strategy, Board Development, Program Management, Microsoft Excel, Management, Grant Writing, Healthcare, Non-profits, Program Evaluation, CRM, Coaching, Policy, Staff Development
Education
Seton Hill University 1990 — 1994
Bachelor of Arts, Psychology and Elementary Education
PNC Investments January 2014 - Present
Vantagen LLC (formerly Dewey & Kaye), a ParenteBeard Company 2006 - December 2013
McCrory & McDowell LLC (now ParenteBeard) 2006 - 2007
Pittsburgh Ballet Theatre March 2006 - September 2006
Pittsburgh Ballet Theatre School 2005 - March 2006
Home & Garden Party 2000 - 2006
Target Corporation 2004 - 2005
CPDP, Inc. 1991 - 2003
Gateway , Franklin Regional, & Plum School Districts 1995 - 1997
Skills
Employee Benefits, Nonprofits, Strategic Planning, Executive Search, Leadership Development, Human Resources, Organizational..., Change Management, Workshop Facilitation, Microsoft Office, Training, Community Outreach, Recruiting, HRIS, Fundraising, Benefits Administration, Project Management, Program Development, Public Relations, Customer Service, Onboarding, Public Speaking, Leadership, Strategy, Board Development, Program Management, Microsoft Excel, Management, Grant Writing, Healthcare, Non-profits, Program Evaluation, CRM, Coaching, Policy, Staff Development
Education
Seton Hill University 1990 — 1994
Bachelor of Arts, Psychology and Elementary Education
Jeff Schilling's PNC Investments Experience January 2004 - April 2005
Job Vice President of Finance at ESeniorlife
Industry Financial Services
Experience
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
eSeniorLife LLC August 2011 - Present
Chase February 2011 - August 2012
Touchstone Investments December 2007 - December 2010
Allstate Insurance July 2006 - December 2007
AXA Advisors April 2005 - June 2006
PNC Investments January 2004 - April 2005
The Financial Network Group ,Ltd. January 1996 - January 2004
Hibbard Brown / H.J. Meyers October 1988 - December 1995
Skills
Wealth Management, Retirement, Series 7, Series 63, Series 6, Insurance, Fixed Annuities, Investments, Uniform Combined State..., 401k, Financial Advisory, Investment Advisory, Financial Services, New Business Development, Sales, Asset Allocation, Financial Analysis, Selling, Mortgage Lending, Loans, Management, Estate Planning, Marketing
Education
University of Cincinnati 1981 — 1986
BA, Communication and Media Studies
Elder 1976 — 1980
Sarah Kahle's PNC Investments Experience March 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments March 2011 - Present
PNC November 2007 - February 2011
Tulane AB Freeman School of Business 2003 - 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
PNC Investments March 2011 - Present
PNC November 2007 - February 2011
Tulane AB Freeman School of Business 2003 - 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
Angie Battiato's PNC Investments Experience January 2010 - Present
Job Investment Operations Specialist, PNC Investments
Industry Banking
Experience
Paws In Public April 2013 - Present
PNC Investments January 2010 - Present
Vroman's August 2008 - December 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Access, Travel Planning
Education
University of Dayton 1995 — 1999
Bachelor's degree
Paws In Public April 2013 - Present
PNC Investments January 2010 - Present
Vroman's August 2008 - December 2008
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Access, Travel Planning
Education
University of Dayton 1995 — 1999
Bachelor's degree
Alan Koncal's PNC Investments Experience July 2012 - Present
Job .
Industry Investment Management
Experience
PNC Investments July 2012 - Present
Morgan Stanley Smith Barney May 2011 - May 2012
Education
The University of Akron 2002 — 2007
Bachelor of Science (BS), Economics
PNC Investments July 2012 - Present
Morgan Stanley Smith Barney May 2011 - May 2012
Education
The University of Akron 2002 — 2007
Bachelor of Science (BS), Economics
Brian Hillsberg's PNC Investments Experience October 2008 - April 2012
Job Personal Financial Rep @ Allstate
Industry Investment Management
Experience
Allstate Financial May 2012 - Present
Pinpointmusic.com January 2013 - Present
PNC Investments October 2008 - April 2012
Independence Financial Associates September 2007 - October 2008
Blank Rome LLP July 2002 - January 2006
94.7 The River FM April 2004 - August 2004
Skills
Series 6, Series 63, Life & Health Insurance...
Education
University of Michigan 2003 — 2007
Bachelor's degree, Art History, Criticism and Conservation, 3.4
Lower Merion
Allstate Financial May 2012 - Present
Pinpointmusic.com January 2013 - Present
PNC Investments October 2008 - April 2012
Independence Financial Associates September 2007 - October 2008
Blank Rome LLP July 2002 - January 2006
94.7 The River FM April 2004 - August 2004
Skills
Series 6, Series 63, Life & Health Insurance...
Education
University of Michigan 2003 — 2007
Bachelor's degree, Art History, Criticism and Conservation, 3.4
Lower Merion
Kevin Bondi, CFP®, AWMA®'s PNC Investments Experience July 2004 - December 2010
Job Financial Advisor at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial July 2010 - Present
PNC Investments July 2004 - December 2010
Education
Temple University 1997 — 2001
Ameriprise Financial July 2010 - Present
PNC Investments July 2004 - December 2010
Education
Temple University 1997 — 2001
Chris Heaton's PNC Investments Experience August 2013 - Present
Job Investment Services Advisor at PNC
Industry Financial Services
Experience
PNC Investments August 2013 - Present
PNC 2012 - August 2013
Federated Investors Inc March 2007 - August 2012
Education
Slippery Rock UniversityDecember 2006 Graduate 2003 — 2006
Bachelor of Science, Business Administration; Marketing
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Marketing
PNC Investments August 2013 - Present
PNC 2012 - August 2013
Federated Investors Inc March 2007 - August 2012
Education
Slippery Rock UniversityDecember 2006 Graduate 2003 — 2006
Bachelor of Science, Business Administration; Marketing
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Marketing
Jonathan Flores's PNC Investments Experience February 2001 - July 2007
Job Investment Executive at Iberia Financial Services
Industry Financial Services
Experience
Iberia Financial Services, LLC March 2015 - Present
Lakeland Bank April 2010 - January 2015
Bluestone Advisory Group, LLC. January 2009 - December 2014
National Hispanic Sales Network December 2008 - October 2012
Merrill Lynch July 2007 - December 2008
PNC Investments February 2001 - July 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Uniform Combined State..., Series 65, Insurance, Investment Advisory, Finance, Investments, Asset Allocation, Portfolio Management, Commercial Lending, Disability Insurance, Variable Annuities, Relationship Management, IRAs, Alternative Investments, Fixed Income, 401k, Asset Management, Risk Management, High Net Worth..., Financial Advisory, Financial Services, Securities, Credit Analysis, Retirement, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Life Insurance, Lines Of Credit, Credit Risk, Private Banking, Separately Managed..., Commercial Mortgages, 401k Rollovers, Life, Sales, Loan Origination, Bonds, Wealth Management..., Mutual Funds, Financial Planning
Education
Universidad Nacional Pedro Henríquez Ureña
School of Medicine
Iberia Financial Services, LLC March 2015 - Present
Lakeland Bank April 2010 - January 2015
Bluestone Advisory Group, LLC. January 2009 - December 2014
National Hispanic Sales Network December 2008 - October 2012
Merrill Lynch July 2007 - December 2008
PNC Investments February 2001 - July 2007
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Series 63, Uniform Combined State..., Series 65, Insurance, Investment Advisory, Finance, Investments, Asset Allocation, Portfolio Management, Commercial Lending, Disability Insurance, Variable Annuities, Relationship Management, IRAs, Alternative Investments, Fixed Income, 401k, Asset Management, Risk Management, High Net Worth..., Financial Advisory, Financial Services, Securities, Credit Analysis, Retirement, Loans, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Life Insurance, Lines Of Credit, Credit Risk, Private Banking, Separately Managed..., Commercial Mortgages, 401k Rollovers, Life, Sales, Loan Origination, Bonds, Wealth Management..., Mutual Funds, Financial Planning
Education
Universidad Nacional Pedro Henríquez Ureña
School of Medicine
Al Barbato's PNC Investments Experience April 2011 - October 2012
Job VP Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
Santander Bank, N.A. August 2014 - Present
Cuso Financial Services at Diamond Credit Union October 2012 - August 2014
PNC Investments April 2011 - October 2012
Credit Union of New Jersey/CUSO Financial May 2009 - March 2011
Janney Montgomery Scott 2008 - April 2009
Lincoln Financial 2007 - 2008
Sentinel Funds 2005 - 2007
Evergreen Investments April 1998 - September 2005
Education
University of Louisville 1977 — 1982
Santander Bank, N.A. August 2014 - Present
Cuso Financial Services at Diamond Credit Union October 2012 - August 2014
PNC Investments April 2011 - October 2012
Credit Union of New Jersey/CUSO Financial May 2009 - March 2011
Janney Montgomery Scott 2008 - April 2009
Lincoln Financial 2007 - 2008
Sentinel Funds 2005 - 2007
Evergreen Investments April 1998 - September 2005
Education
University of Louisville 1977 — 1982
Kristin Roadman's PNC Investments Experience July 2007 - January 2008
Job Asylum Officer at U.S Citizenship and Immigration Services
Industry Public Policy
Experience
U.S. Department of Homeland Security June 2015 - Present
FEMA September 2013 - June 2015
US Fish and Wildlife Service June 2014 - December 2014
New Schools for New Orleans June 2012 - June 2013
University of Illinois at Chicago July 2010 - June 2012
Social IMPACT Research Center at Heartland Alliance August 2011 - May 2012
The Board of Pensions of the Presbyterian Church (U.S.A.) January 2008 - October 2009
PNC Investments July 2007 - January 2008
Drexel University College of Medicine January 2005 - January 2007
Skills
Public Speaking, Project Management, Strategic Planning, Marketing, Employee Benefits, Nonprofits, Research, Communication, Internal & External..., Policy, Emergency Management, Public Affairs, Policy Analysis, Community Outreach, Grant Writing, Leadership, Leadership Development, Management, Public Policy
Education
University of Illinois at Chicago 2010 — 2012
MPA, Information & Performance Management
Drexel University 2000 — 2005
Bachelor of Arts, Public Communication
U.S. Department of Homeland Security June 2015 - Present
FEMA September 2013 - June 2015
US Fish and Wildlife Service June 2014 - December 2014
New Schools for New Orleans June 2012 - June 2013
University of Illinois at Chicago July 2010 - June 2012
Social IMPACT Research Center at Heartland Alliance August 2011 - May 2012
The Board of Pensions of the Presbyterian Church (U.S.A.) January 2008 - October 2009
PNC Investments July 2007 - January 2008
Drexel University College of Medicine January 2005 - January 2007
Skills
Public Speaking, Project Management, Strategic Planning, Marketing, Employee Benefits, Nonprofits, Research, Communication, Internal & External..., Policy, Emergency Management, Public Affairs, Policy Analysis, Community Outreach, Grant Writing, Leadership, Leadership Development, Management, Public Policy
Education
University of Illinois at Chicago 2010 — 2012
MPA, Information & Performance Management
Drexel University 2000 — 2005
Bachelor of Arts, Public Communication
J. Brian Miller, CFP®'s PNC Investments Experience June 2002 - August 2010
Job Investment Counselor, BB&T Investment Services, Inc.
Industry Financial Services
Experience
BB&T September 2013 - Present
Merrill Lynch October 2012 - May 2013
FEBC June 2012 - November 2012
PNC Private Client Group August 2010 - February 2012
PNC Investments June 2002 - August 2010
National City Bank September 2001 - June 2002
National City Bank January 2001 - September 2001
National City Bank July 1999 - January 2001
Skills
Banking, Loans, Customer Service, Credit, Financial Analysis, Budgets, Strategic Planning, Risk Management, Business Development, Investments, Strategic Financial..., Insurance, Mortgage Lending, Finance, Credit Analysis, Asset Managment, Mutual Funds, Wealth Management
Education
University of Louisville 2007 — 2009
Masters degree, business administration
University of Louisville 1993 — 1999
School; Bachelor's degree, Business and Public Administration; finance
BB&T September 2013 - Present
Merrill Lynch October 2012 - May 2013
FEBC June 2012 - November 2012
PNC Private Client Group August 2010 - February 2012
PNC Investments June 2002 - August 2010
National City Bank September 2001 - June 2002
National City Bank January 2001 - September 2001
National City Bank July 1999 - January 2001
Skills
Banking, Loans, Customer Service, Credit, Financial Analysis, Budgets, Strategic Planning, Risk Management, Business Development, Investments, Strategic Financial..., Insurance, Mortgage Lending, Finance, Credit Analysis, Asset Managment, Mutual Funds, Wealth Management
Education
University of Louisville 2007 — 2009
Masters degree, business administration
University of Louisville 1993 — 1999
School; Bachelor's degree, Business and Public Administration; finance
Charisse Kellums's PNC Investments Experience August 2010 - Present
Job Licensed Sr Business Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments August 2010 - Present
AmTrust Bank August 2007 - December 2009
Key Bank July 2005 - August 2007
Key Bank May 1998 - July 2005
LDI, Leasing Dynamics April 1990 - May 1998
Skills
Forecasting, Business Process..., Financial Reporting, Access, Banking, Process Improvement, Finance, Management, Business Analysis, Financial Analysis, Analysis
Education
The Ohio State University
Business
PNC Investments August 2010 - Present
AmTrust Bank August 2007 - December 2009
Key Bank July 2005 - August 2007
Key Bank May 1998 - July 2005
LDI, Leasing Dynamics April 1990 - May 1998
Skills
Forecasting, Business Process..., Financial Reporting, Access, Banking, Process Improvement, Finance, Management, Business Analysis, Financial Analysis, Analysis
Education
The Ohio State University
Business
Clinton K Carrier's PNC Investments Experience July 2010 - Present
Job Financial Advisor PNC Investments
Industry Investment Banking
Experience
PNC Investments July 2010 - Present
National City Bank November 2003 - February 2010
Education
University of Louisville 1999 — 2004
PNC Investments July 2010 - Present
National City Bank November 2003 - February 2010
Education
University of Louisville 1999 — 2004
Erich Dischert's PNC Investments Experience December 2005 - June 2015
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Raymond James Financial, Inc. June 2015 - Present
PNC Investments December 2005 - June 2015
Ameriprise Financial Services, Inc. October 2003 - December 2005
BP Products North America Inc. 1998 - 2003
Education
Towson University 2000 — 2003
BS, Economics
Andrew Brace's PNC Investments Experience January 2004 - January 2009
Job Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
Army National Guard October 2013 - Present
PNC Wealth Management May 2013 - Present
PNC December 2000 - Present
PNC Private Client Group 2009 - May 2013
Ohio Army National Guard 1998 - 2010
PNC Investments January 2004 - January 2009
Skills
Series 6, Series 63, Insurance, EMT, Cpr Certified, First Aid, Scuba Diving, Banking, Investment Advisory, Mortgage Lending, Consumer Lending, Securities Lending, Sales, Finance, Investments, Business Development, Financial Services, Wealth Management, Risk Management, Credit, Loans, Military Experience, Retirement Planning, Military Operations, Military, Security Clearance, Asset Management, Management
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
The Ohio State University 1998 — 2004
Bachelor, Finance
Canton South High School 1994 — 1998
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Army National Guard October 2013 - Present
PNC Wealth Management May 2013 - Present
PNC December 2000 - Present
PNC Private Client Group 2009 - May 2013
Ohio Army National Guard 1998 - 2010
PNC Investments January 2004 - January 2009
Skills
Series 6, Series 63, Insurance, EMT, Cpr Certified, First Aid, Scuba Diving, Banking, Investment Advisory, Mortgage Lending, Consumer Lending, Securities Lending, Sales, Finance, Investments, Business Development, Financial Services, Wealth Management, Risk Management, Credit, Loans, Military Experience, Retirement Planning, Military Operations, Military, Security Clearance, Asset Management, Management
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
The Ohio State University 1998 — 2004
Bachelor, Finance
Canton South High School 1994 — 1998
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Scott Aungst's PNC Investments Experience May 2010 - August 2011
Job Senior Energy Consultant at Aspen Energy
Industry Utilities
Experience
TruckersHired.com November 2011 - November 2014
PNC Investments May 2010 - August 2011
Discover Financial June 2009 - May 2010
US Bank 2007 - 2008
Skills
Financial Analysis, Sales, Accounting, Forecasting, Customer Service, Microsoft Excel, Consumer Lending, Small Business Lending, Process Improvement, Series 6, Budgets, Commercial Lending, Loans, Strategic Planning, Series 63, Uniform Combined State..., Credit, Team Building, Commercial Banking, Loan Origination, Management, Sales Management
Education
The Ohio State University 2004 — 2008
Bachelor of Consumer Sciences, Banking and Financial Support Services
TruckersHired.com November 2011 - November 2014
PNC Investments May 2010 - August 2011
Discover Financial June 2009 - May 2010
US Bank 2007 - 2008
Skills
Financial Analysis, Sales, Accounting, Forecasting, Customer Service, Microsoft Excel, Consumer Lending, Small Business Lending, Process Improvement, Series 6, Budgets, Commercial Lending, Loans, Strategic Planning, Series 63, Uniform Combined State..., Credit, Team Building, Commercial Banking, Loan Origination, Management, Sales Management
Education
The Ohio State University 2004 — 2008
Bachelor of Consumer Sciences, Banking and Financial Support Services
Joseph Betten, MBA's PNC Investments Experience 2009 - 2010
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Citizens Investment Services 2010 - Present
PNC Investments 2009 - 2010
Citizens Investments 2007 - 2009
Transamerica Capital 2001 - 2007
Skills
Series 7, Series 65, Series 63, Wealth Management, Retirement, 401k, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Series 24, Series 6, Life & Health Insurance..., MBA, Presidents Club Winner..., 2013 Five Star..., Mutual Funds, Financial Planning, Finance, Financial Services, Portfolio Management, Insurance, Investment Management, Asset Management, Fixed Annuities, Relationship Management, Life Insurance, Fixed Income
Education
South University 2009 — 2011
MBA, Finance, 4.0
University of Pittsburgh 1994 — 1997
BA, International Economics & German Language
Citizens Investment Services 2010 - Present
PNC Investments 2009 - 2010
Citizens Investments 2007 - 2009
Transamerica Capital 2001 - 2007
Skills
Series 7, Series 65, Series 63, Wealth Management, Retirement, 401k, Financial Advisory, Securities, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Series 24, Series 6, Life & Health Insurance..., MBA, Presidents Club Winner..., 2013 Five Star..., Mutual Funds, Financial Planning, Finance, Financial Services, Portfolio Management, Insurance, Investment Management, Asset Management, Fixed Annuities, Relationship Management, Life Insurance, Fixed Income
Education
South University 2009 — 2011
MBA, Finance, 4.0
University of Pittsburgh 1994 — 1997
BA, International Economics & German Language
Thomas Carline, CPC, QPA, QKA's PNC Investments Experience January 2011 - June 2013
Job Relationship Manager at Trinity Pension Consultants, Inc.
Industry Financial Services
Experience
Trinity Pension Consultants, Inc. October 2013 - Present
PNC Investments January 2011 - June 2013
The Kemelgor Financial Group November 2008 - December 2010
First Investors Corporation April 2007 - October 2008
Skills
Retirement Planning, Mutual Funds, Long-term Care, Strategic Financial..., Uniform Combined State..., Series 7, Fixed Annuities, Investments, Series 63, Retirement, Insurance, Asset Allocation, Wealth Management
Education
The Ohio State University 2003 — 2007
BS, Finance
Trinity Pension Consultants, Inc. October 2013 - Present
PNC Investments January 2011 - June 2013
The Kemelgor Financial Group November 2008 - December 2010
First Investors Corporation April 2007 - October 2008
Skills
Retirement Planning, Mutual Funds, Long-term Care, Strategic Financial..., Uniform Combined State..., Series 7, Fixed Annuities, Investments, Series 63, Retirement, Insurance, Asset Allocation, Wealth Management
Education
The Ohio State University 2003 — 2007
BS, Finance
Kara Swansiger's PNC Investments Experience April 2008 - April 2012
Job Learning Operations & Reporting Manager at PNC
Industry Banking
Experience
PNC April 2012 - Present
PNC April 2012 - Present
PNC Investments April 2008 - April 2012
National City Bank April 2008 - July 2009
Bank of America 2001 - 2006
Bank of America 2001 - 2006
Skills
Microsoft Office 2007, Data Analysis, Data Warehousing, OBIEE, Clarity, Mercury, Excel, Access, SQL, Phishing, Domain Name Registration, DNS administration, IEX, Avaya, SEC reporting, Financial Reporting, Executive Reporting, Report Generation, General Ledger, Pinnacle, Crystal Reports, Essbase, Business Analysis, Vendor Management
Education
Wilmington University 2003 — 2006
Bachelors, Finance
University of Delaware 1995 — 2000
Bachelor, HRIM
PNC April 2012 - Present
PNC April 2012 - Present
PNC Investments April 2008 - April 2012
National City Bank April 2008 - July 2009
Bank of America 2001 - 2006
Bank of America 2001 - 2006
Skills
Microsoft Office 2007, Data Analysis, Data Warehousing, OBIEE, Clarity, Mercury, Excel, Access, SQL, Phishing, Domain Name Registration, DNS administration, IEX, Avaya, SEC reporting, Financial Reporting, Executive Reporting, Report Generation, General Ledger, Pinnacle, Crystal Reports, Essbase, Business Analysis, Vendor Management
Education
Wilmington University 2003 — 2006
Bachelors, Finance
University of Delaware 1995 — 2000
Bachelor, HRIM
Jim McCloskey's PNC Investments Experience September 2009 - August 2010
Job Enterprise Sales Representative at Newforma
Industry Computer Software
Experience
Newforma March 2013 - Present
Microdesk, Inc January 2011 - March 2013
PNC Investments September 2009 - August 2010
Dreyfus Investments December 2007 - November 2008
Columbia Management March 2005 - November 2007
Columbia Management March 2002 - March 2005
ADP Payroll Services January 1999 - February 2002
Food Enterprise September 1994 - December 1998
Skills
Sales Training:..., Sales Process, Account Management, Cloud Computing, Enterprise Software, Prospecting New Clients, Contract Negotiation, Sales Operations, Business Intelligence, Business Development, Management, Sales, Project Management, Salesforce.com, Marketing, Consulting, CRM, SaaS
Education
Union College 1990 — 1994
Bachelor's degree, Political Science and Government
College Year in Athens
Bachelor's Degree
Newforma March 2013 - Present
Microdesk, Inc January 2011 - March 2013
PNC Investments September 2009 - August 2010
Dreyfus Investments December 2007 - November 2008
Columbia Management March 2005 - November 2007
Columbia Management March 2002 - March 2005
ADP Payroll Services January 1999 - February 2002
Food Enterprise September 1994 - December 1998
Skills
Sales Training:..., Sales Process, Account Management, Cloud Computing, Enterprise Software, Prospecting New Clients, Contract Negotiation, Sales Operations, Business Intelligence, Business Development, Management, Sales, Project Management, Salesforce.com, Marketing, Consulting, CRM, SaaS
Education
Union College 1990 — 1994
Bachelor's degree, Political Science and Government
College Year in Athens
Bachelor's Degree
Balaji Balasubramanian's PNC Investments Experience July 2009 - December 2011
Job Software Development Manager at BlueVault LLC
Industry Information Technology and Services
Experience
BlueVault LLC October 2012 - Present
BlueVault LLC January 2012 - June 2012
PNC Investments July 2009 - December 2011
YBP Library Services April 2007 - January 2009
Muth Mirror Systems December 2006 - April 2007
Technology Company 2005 - 2007
Technology Company 2005 - 2007
Technology Company 2005 - 2007
Skills
Web Services, .NET, ASP.NET, SDLC, Software Development, Microsoft SQL Server
Education
The University of Texas at Arlington 2002 — 2005
Master of Science (MS), Computer Science
Delhi University 1998 — 2002
Bachelor of Information Technology, Information Technology
Bhaktavatsalam Vidyashram 1990 — 1996
BlueVault LLC October 2012 - Present
BlueVault LLC January 2012 - June 2012
PNC Investments July 2009 - December 2011
YBP Library Services April 2007 - January 2009
Muth Mirror Systems December 2006 - April 2007
Technology Company 2005 - 2007
Technology Company 2005 - 2007
Technology Company 2005 - 2007
Skills
Web Services, .NET, ASP.NET, SDLC, Software Development, Microsoft SQL Server
Education
The University of Texas at Arlington 2002 — 2005
Master of Science (MS), Computer Science
Delhi University 1998 — 2002
Bachelor of Information Technology, Information Technology
Bhaktavatsalam Vidyashram 1990 — 1996
Larry Feder's PNC Investments Experience November 2002 - Present
Job Financial Advisor, SVP at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2002 - Present
Education
The Ohio State University 1997 — 1999
MBA, Corporate Finance and Investment Management
PNC Investments November 2002 - Present
Education
The Ohio State University 1997 — 1999
MBA, Corporate Finance and Investment Management
Gregg Clemens's PNC Investments Experience February 2012 - Present
Job Regional Supervisory Officer at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
Erin Zylman's PNC Investments Experience October 2007 - October 2010
Job Vice President, Institutional Sales Officer at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
PNC Institutional Investments Group August 2012 - May 2014
PNC October 2010 - August 2012
PNC Investments October 2007 - October 2010
National City Bank February 2007 - October 2007
New York Life Insurance Company October 2004 - February 2007
Rockman Insurance Group October 2003 - October 2004
Skills
Retirement Benefits, Investment Management, Employee Benefits, Mutual Funds, Communication, Presentations, Team Building, Retirement Planning, Series 6, Series 65, Investments, Banking, Credit, Customer Service, Finance, Financial Services, Management, Series 63, Retirement, Wealth Management, Sales, Portfolio Management, Strategic Financial..., Series 7
Education
Spring Arbor University
Bachelor of Applied Science (BASc), Management and Organizational Development
Fifth Third Bank May 2014 - Present
PNC Institutional Investments Group August 2012 - May 2014
PNC October 2010 - August 2012
PNC Investments October 2007 - October 2010
National City Bank February 2007 - October 2007
New York Life Insurance Company October 2004 - February 2007
Rockman Insurance Group October 2003 - October 2004
Skills
Retirement Benefits, Investment Management, Employee Benefits, Mutual Funds, Communication, Presentations, Team Building, Retirement Planning, Series 6, Series 65, Investments, Banking, Credit, Customer Service, Finance, Financial Services, Management, Series 63, Retirement, Wealth Management, Sales, Portfolio Management, Strategic Financial..., Series 7
Education
Spring Arbor University
Bachelor of Applied Science (BASc), Management and Organizational Development
Ryan LaVielle's PNC Investments Experience September 2006 - February 2011
Job Financial Advisor, CUSO Financial Services, L.P. at Telhio Credit Union
Industry Financial Services
Experience
Telhio Credit Union February 2011 - Present
PNC Investments September 2006 - February 2011
Skills
Investments, Financial Services, Finance, Banking, Securities, Credit
Education
The Ohio State University 1999 — 2004
Bachelor, Family Financial Management
Telhio Credit Union February 2011 - Present
PNC Investments September 2006 - February 2011
Skills
Investments, Financial Services, Finance, Banking, Securities, Credit
Education
The Ohio State University 1999 — 2004
Bachelor, Family Financial Management
Stephen FX Whalen, CFA's PNC Investments Experience February 2005 - July 2007
Job Financial Adviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
T.J. Russell's PNC Investments Experience August 2008 - Present
Job Compliance Analyst at PNC Financial Services Group
Industry Financial Services
Experience
PNC Investments August 2008 - Present
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Finance, Entrepreneurship
PNC Investments August 2008 - Present
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor of Science in Business Administration, Finance, Entrepreneurship
Christopher Wurster's PNC Investments Experience February 2011 - August 2012
Job Sales Desk Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2012 - Present
PNC Investments February 2011 - August 2012
Morgan Stanley Smith Barney April 2005 - February 2011
Skills
Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 1996 — 2000
International, Resource, and Consumer Economics, Finance, Economics
Goldman Sachs September 2012 - Present
PNC Investments February 2011 - August 2012
Morgan Stanley Smith Barney April 2005 - February 2011
Skills
Series 7, Series 63
Education
University of Illinois at Urbana-Champaign 1996 — 2000
International, Resource, and Consumer Economics, Finance, Economics
Thomas Lehman's PNC Investments Experience 2008 - 2010
Job Vice President Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
Will Sterling's PNC Investments Experience January 2010 - Present
Job Financial Advisor, Assistant Vice President at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
PNC Investments January 2010 - Present
Ameriprise Financial Services, Inc. June 2001 - January 2010
Ameriprise 2002 - 2009
Education
Towson University 1997 — 2001
B.S., Economics & Finance
Todd Gavelek's PNC Investments Experience July 2010 - Present
Job Financial Consultant Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - November 2008
Education
University of Maryland College Park 2003 — 2007
BA, Economics and Criminal Justice
PNC Investments July 2010 - Present
Ameriprise Financial Services, Inc. May 2007 - November 2008
Education
University of Maryland College Park 2003 — 2007
BA, Economics and Criminal Justice
Andrew Piet's PNC Investments Experience April 2010 - October 2013
Job Financial Specialist at PNC
Industry Investment Banking
Experience
PNC November 2013 - Present
PNC Investments April 2010 - October 2013
Education
University of Maryland College Park
PNC November 2013 - Present
PNC Investments April 2010 - October 2013
Education
University of Maryland College Park
Jeanie Becker's PNC Investments Experience February 2005 - September 2012
Job Bank Brokerage Program Regional Manager
Industry Financial Services
Experience
PNC Investments February 2005 - September 2012
JP Morgan Chase July 2001 - February 2005
JPMorgan Chase June 1998 - July 2001
HSBC/Marine Midland 1992 - 1998
Great Northern Annuities 1990 - 1992
Skills
Recruiting, Series 7, Investments, Sales Management, Banking, Financial Advisory, Strategic Planning, Wealth Management, Series 63, Mutual Funds, Investment Management, Training, Start-ups, Sales, Series 65, Retirement Planning, Budgets, Securities, Asset Allocation, Series 24, Uniform Combined State..., Series 6, FINRA, Fixed Annuities, Investment Advisory, Financial Services, Finance
Education
Syracuse University
MBA, Masters in Busines Administration
PNC Investments February 2005 - September 2012
JP Morgan Chase July 2001 - February 2005
JPMorgan Chase June 1998 - July 2001
HSBC/Marine Midland 1992 - 1998
Great Northern Annuities 1990 - 1992
Skills
Recruiting, Series 7, Investments, Sales Management, Banking, Financial Advisory, Strategic Planning, Wealth Management, Series 63, Mutual Funds, Investment Management, Training, Start-ups, Sales, Series 65, Retirement Planning, Budgets, Securities, Asset Allocation, Series 24, Uniform Combined State..., Series 6, FINRA, Fixed Annuities, Investment Advisory, Financial Services, Finance
Education
Syracuse University
MBA, Masters in Busines Administration
Taegil Lee's PNC Investments Experience January 2011 - Present
Job Investment Service Partner II at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2011 - Present
Charles Schwab & Co Inc July 2007 - October 2009
Enterprise Rent A Car September 2006 - June 2007
Education
The Ohio State University 2001 — 2006
BS, Molecular Genetics
PNC Investments January 2011 - Present
Charles Schwab & Co Inc July 2007 - October 2009
Enterprise Rent A Car September 2006 - June 2007
Education
The Ohio State University 2001 — 2006
BS, Molecular Genetics
Valerie Vannelli's PNC Investments Experience 2003 - 2012
Job at
Industry Financial Services
Experience
PNC 2012 - Present
National City Bank, now a part of PNC 1997 - Present
PNC Investments 2003 - 2012
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
PNC 2012 - Present
National City Bank, now a part of PNC 1997 - Present
PNC Investments 2003 - 2012
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Eric Haber's PNC Investments Experience September 2012 - December 2013
Job CoFounder at Pickler & Co
Industry Food & Beverages
Experience
Pickler & Co May 2015 - Present
Applegate Kitchens February 2014 - May 2015
PNC Investments September 2012 - December 2013
J.P. Morgan September 2011 - September 2012
The Bancorp Bank September 2010 - September 2011
Merrill Lynch August 2009 - December 2009
Skills
Financial Services, Financial Analysis, Banking, Credit, Customer Service, Investments
Education
University of Delaware 2006 — 2010
B.S, Business Administration; Finance
Pickler & Co May 2015 - Present
Applegate Kitchens February 2014 - May 2015
PNC Investments September 2012 - December 2013
J.P. Morgan September 2011 - September 2012
The Bancorp Bank September 2010 - September 2011
Merrill Lynch August 2009 - December 2009
Skills
Financial Services, Financial Analysis, Banking, Credit, Customer Service, Investments
Education
University of Delaware 2006 — 2010
B.S, Business Administration; Finance
Bernie Heigl's PNC Investments Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments September 2015 - Present
Brokerage Firm April 2014 - September 2015
Brokerage Firm May 2013 - April 2014
PNC Bank March 2012 - May 2013
Teleplex July 2011 - March 2012
Bally Total Fitness November 2009 - October 2010
Gold's Gym June 2008 - November 2009
Three Rivers Fitness and Sports Medicine July 2007 - June 2008
Skills
Customer Service, Event Planning, Management, Public Speaking, Leadership
Education
Slippery Rock University of Pennsylvania 2005 — 2007
BS, Exercise Physiology
PNC Investments September 2015 - Present
Brokerage Firm April 2014 - September 2015
Brokerage Firm May 2013 - April 2014
PNC Bank March 2012 - May 2013
Teleplex July 2011 - March 2012
Bally Total Fitness November 2009 - October 2010
Gold's Gym June 2008 - November 2009
Three Rivers Fitness and Sports Medicine July 2007 - June 2008
Skills
Customer Service, Event Planning, Management, Public Speaking, Leadership
Education
Slippery Rock University of Pennsylvania 2005 — 2007
BS, Exercise Physiology
Jim Lambo's PNC Investments Experience February 2011 - December 2011
Job Financial Advisor, CUSO Financial Services, LP at Financial Resources FCU
Industry Financial Services
Experience
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Financial Resources FCU August 2015 - Present
Merrill Edge January 2012 - Present
PNC Investments February 2011 - December 2011
AXA Advisors 2009 - February 2011
Quench USA, Inc. 2003 - 2009
American Income Life 2001 - 2003
Skills
Series 7, Series 66
Education
The Ohio State University 1996 — 2001
Gregory Daglis's PNC Investments Experience January 2001 - January 2004
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2004 - Present
PNC Investments January 2001 - January 2004
Crestwood Diner & Restaurant - Daglis, Inc. September 1992 - December 2000
Skills
Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, ETFs
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science, Business Administration/International Finance
St. Louis University - Madrid Spain 1990 — 1991
Study Abroad, International Finance/Spanish
Vanguard February 2004 - Present
PNC Investments January 2001 - January 2004
Crestwood Diner & Restaurant - Daglis, Inc. September 1992 - December 2000
Skills
Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, ETFs
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science, Business Administration/International Finance
St. Louis University - Madrid Spain 1990 — 1991
Study Abroad, International Finance/Spanish
Joe Petruska's PNC Investments Experience May 2011 - November 2012
Job Corporate Banking Associate
Industry Financial Services
Experience
PNC February 2015 - Present
PNC November 2012 - February 2015
PNC Investments May 2011 - November 2012
McMahon Financial September 2009 - May 2011
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
University of Michigan 2005 — 2009
Bachelor of Arts, American History (United States)
PNC February 2015 - Present
PNC November 2012 - February 2015
PNC Investments May 2011 - November 2012
McMahon Financial September 2009 - May 2011
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
University of Michigan 2005 — 2009
Bachelor of Arts, American History (United States)
Joseph O'Connor's PNC Investments Experience November 2013 - Present
Job PNC Investments
Industry Financial Services
Experience
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
Cynthia Quinones's PNC Investments Experience March 2011 - January 2014
Job Communication Consultant for Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
Keith Al-Chokhachy's PNC Investments Experience September 2011 - October 2013
Job Trust Officer / Assistant Vice President / Bank of America / US Trust
Industry Financial Services
Experience
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
U.S. Trust February 2015 - Present
n/a June 2010 - Present
Wilmington Trust October 2013 - February 2015
PNC Investments September 2011 - October 2013
JPMorgan 2001 - 2008
Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Asset Management, Financial Services, Series 7, Retirement, Series 63, Series 65, Estate Planning, Mutual Funds, Strategic Financial..., Fixed Annuities
Education
University of Delaware 2008 — 2009
Certificate, Certified Financial Planner(tm)
Wilmington University 2002 — 2006
Bachelor, Business Management
Tim Soles's PNC Investments Experience April 2009 - Present
Job Branch Manager at PNC
Industry Financial Services
Experience
Pnc 2012 - Present
PNC Investments April 2009 - Present
PNC April 2009 - Present
Skills
Consumer Lending, Loans, Retail Banking, Branch Management, Credit, Banking, Loan Origination, Cross Selling, Sales Management, Risk Management, Lines Of Credit, Portfolio Management, Branch Banking, FHA, Credit Analysis, Mortgage Banking, Customer Service, Insurance, Credit Risk, Relationship Management
Education
Temple University 1995 — 2000
Bachelor's degree, Communication and Media Studies
Pnc 2012 - Present
PNC Investments April 2009 - Present
PNC April 2009 - Present
Skills
Consumer Lending, Loans, Retail Banking, Branch Management, Credit, Banking, Loan Origination, Cross Selling, Sales Management, Risk Management, Lines Of Credit, Portfolio Management, Branch Banking, FHA, Credit Analysis, Mortgage Banking, Customer Service, Insurance, Credit Risk, Relationship Management
Education
Temple University 1995 — 2000
Bachelor's degree, Communication and Media Studies
Paul Annee's PNC Investments Experience Chief of PoliceCity of IndianapolisAugust 1986 - January 1992
Job Regional Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments Chief of PoliceCity of IndianapolisAugust 1986 - January 1992
Education
University of Indianapolis
BS, Criminal Justice
PNC Investments Chief of PoliceCity of IndianapolisAugust 1986 - January 1992
Education
University of Indianapolis
BS, Criminal Justice
Dena Wiles's PNC Investments Experience November 2003 - Present
Job FSC at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2003 - Present
NATIONWIDE MORTGAGE February 2000 - January 2003
Education
Shippensburg University of Pennsylvania 1992 — 1994
Business Administration
PNC Investments November 2003 - Present
NATIONWIDE MORTGAGE February 2000 - January 2003
Education
Shippensburg University of Pennsylvania 1992 — 1994
Business Administration
Andrew O'Malley's PNC Investments Experience 2013 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
Bernie Wendling's PNC Investments Experience 2010 - 2012
Job Licensed Preferred Banker at 5/3 Bank
Industry Investment Banking
Experience
5/3 Bank 2012 - Present
PNC Investments 2010 - 2012
State Farm Insurance 2009 - 2010
Fidelity Investments 2006 - 2009
National City Bank 2004 - 2005
Fidelity Investments 1987 - 2004
Skills
Investments &..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook
Education
The Ohio State University 1977 — 1978
College of Mt. St. Joseph
Bachelor of Arts (B.A.), Business Administration and Management, General
5/3 Bank 2012 - Present
PNC Investments 2010 - 2012
State Farm Insurance 2009 - 2010
Fidelity Investments 2006 - 2009
National City Bank 2004 - 2005
Fidelity Investments 1987 - 2004
Skills
Investments &..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook
Education
The Ohio State University 1977 — 1978
College of Mt. St. Joseph
Bachelor of Arts (B.A.), Business Administration and Management, General
Betty Thacker's PNC Investments Experience August 2002 - Present
Job Broker/Appraiser at Betty Thacker
Industry Financial Services
Experience
PNC Investments August 2002 - Present
Betty Thacker December 1986 - Present
Betty Lucey Design Associates & Steelflower Design 1976 - 1991
Skills
Real Estate, Marketing Communications, Problem Solving, Interior Design, Sales Support, Customer Satisfaction, Home Staging, Creative Problem Solving, Property Management, Investment Properties, Marketing, Real Estate Development, Residential Homes
Education
University of Maryland College Park 1963 — 1968
BS+, Marketing/Design
PNC Investments August 2002 - Present
Betty Thacker December 1986 - Present
Betty Lucey Design Associates & Steelflower Design 1976 - 1991
Skills
Real Estate, Marketing Communications, Problem Solving, Interior Design, Sales Support, Customer Satisfaction, Home Staging, Creative Problem Solving, Property Management, Investment Properties, Marketing, Real Estate Development, Residential Homes
Education
University of Maryland College Park 1963 — 1968
BS+, Marketing/Design
Armando Alfaro CCCC's PNC Investments Experience April 2009 - July 2012
Job Financial Counselor at GreenPath Debt Solutions
Industry Financial Services
Experience
GreenPath Debt Solutions July 2014 - Present
Sysco January 2014 - June 2014
TransFirst September 2012 - October 2013
PNC Investments April 2009 - July 2012
Allstate Financial October 2007 - February 2009
JPMorgan Chase July 2006 - October 2007
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Banking, Securities
Education
University of Illinois at Chicago 1999 — 2002
Marketing/Management, Business
University of Illinois at Urbana-Champaign
GreenPath Debt Solutions July 2014 - Present
Sysco January 2014 - June 2014
TransFirst September 2012 - October 2013
PNC Investments April 2009 - July 2012
Allstate Financial October 2007 - February 2009
JPMorgan Chase July 2006 - October 2007
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Banking, Securities
Education
University of Illinois at Chicago 1999 — 2002
Marketing/Management, Business
University of Illinois at Urbana-Champaign
Hatem Benjamin's PNC Investments Experience December 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
PNC Investments December 2011 - Present
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1998 - 1998
JPMorgan Chase 1995 - 1998
Skills
Investments, Sales Management, Retail Banking, Training & Development, Securities, Financial Planning, Series 7, Series 24, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Series 63, Mutual Funds, Finance, Financial Services, Relationship Management, Mortgage Lending, Credit, Portfolio Management, Banking, Credit Analysis, Commercial Lending, Consumer Lending, Financial Advisory, Investment Advisory, Loans, Asset Management, Asset Allocation, Small Business Lending, Employee Training
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
MBA
PNC Investments December 2011 - Present
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1998 - 1998
JPMorgan Chase 1995 - 1998
Skills
Investments, Sales Management, Retail Banking, Training & Development, Securities, Financial Planning, Series 7, Series 24, Strategic Financial..., Wealth Management, Risk Management, Retirement Planning, Series 63, Mutual Funds, Finance, Financial Services, Relationship Management, Mortgage Lending, Credit, Portfolio Management, Banking, Credit Analysis, Commercial Lending, Consumer Lending, Financial Advisory, Investment Advisory, Loans, Asset Management, Asset Allocation, Small Business Lending, Employee Training
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
MBA
Jennifer Distler's PNC Investments Experience February 2011 - Present
Job Financial Sales Consultant at PNC Bank
Industry Financial Services
Experience
PNC Investments February 2011 - Present
PNC Bank 2011 - 2013
Skills
Banking, Credit, Loans, Commercial Banking, Consumer Lending, Retail Banking, Financial Analysis
Education
Temple University 1993 — 1996
BA Anthropology, Human Biology
Shippensburg University of Pennsylvania 1992 — 1993
PNC Investments February 2011 - Present
PNC Bank 2011 - 2013
Skills
Banking, Credit, Loans, Commercial Banking, Consumer Lending, Retail Banking, Financial Analysis
Education
Temple University 1993 — 1996
BA Anthropology, Human Biology
Shippensburg University of Pennsylvania 1992 — 1993
Hyun Park's PNC Investments Experience June 2014 - Present
Job Financial Specialist at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2014 - Present
University of Maryland January 2013 - December 2013
SHARE (private organization) March 2012 - December 2013
greeNEWit January 2013 - August 2013
Global Fairness Initiative June 2012 - August 2012
University of Maryland January 2012 - August 2012
Skills
Investments, Financial Services, Financial Advisory, Strategic Consulting, Analysis, Data Analysis, Social Media, Research, Client Relations, Stata, Public Speaking, Social Networking, Client Services
Education
University of Maryland College Park 2010 — 2013
Economics, Bachelor's Degree
PNC Investments June 2014 - Present
University of Maryland January 2013 - December 2013
SHARE (private organization) March 2012 - December 2013
greeNEWit January 2013 - August 2013
Global Fairness Initiative June 2012 - August 2012
University of Maryland January 2012 - August 2012
Skills
Investments, Financial Services, Financial Advisory, Strategic Consulting, Analysis, Data Analysis, Social Media, Research, Client Relations, Stata, Public Speaking, Social Networking, Client Services
Education
University of Maryland College Park 2010 — 2013
Economics, Bachelor's Degree
fred paige's PNC Investments Experience January 1995 - Present
Job SVP/Regional Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments January 1995 - Present
Skills
Series 24, Series 7, Retirement Planning, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Banking, Insurance, Sales Management, Business Development
Education
University of Louisville
Finance and Financial Management Services
PNC Investments January 1995 - Present
Skills
Series 24, Series 7, Retirement Planning, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Investments, Portfolio Management, Banking, Insurance, Sales Management, Business Development
Education
University of Louisville
Finance and Financial Management Services
Donnell Rodgers's PNC Investments Experience January 2007 - November 2009
Job Seasoned Financial Rep
Industry Financial Services
Experience
ACS XEROX Company April 2011 - January 2012
US Census Bureau February 2010 - August 2010
PNC Investments January 2007 - November 2009
Aetna March 2002 - December 2004
Skills
Customer Service, Microsoft Office, Problem Solving, Customer Relations, Windows, Excel, Accounting, Analysis, Business Analysis, Financial Analysis, Forecasting, Mutual Funds, 401k Rollovers, PowerPoint, Pensions, SharePoint, Claims, Client Service, Health Insurance, Microsoft Office 2007, Word, Outlook
Education
University of Maryland University College 1993 — 1997
Associates degree, Accounting
ACS XEROX Company April 2011 - January 2012
US Census Bureau February 2010 - August 2010
PNC Investments January 2007 - November 2009
Aetna March 2002 - December 2004
Skills
Customer Service, Microsoft Office, Problem Solving, Customer Relations, Windows, Excel, Accounting, Analysis, Business Analysis, Financial Analysis, Forecasting, Mutual Funds, 401k Rollovers, PowerPoint, Pensions, SharePoint, Claims, Client Service, Health Insurance, Microsoft Office 2007, Word, Outlook
Education
University of Maryland University College 1993 — 1997
Associates degree, Accounting
Milissa Brennan's PNC Investments Experience December 2011 - January 2015
Job Regional Manager at Transamerica Financial Advisors, Inc.
Industry
Experience
Transamerica Financial Advisors, Inc. January 2015 - Present
PNC Investments December 2011 - January 2015
Great American Advisors, Inc. August 2010 - December 2011
Great American Advisors, Inc. December 2004 - August 2010
Provident Securities and Investment, Co. June 1993 - October 2004
Education
University of Cincinnati
Transamerica Financial Advisors, Inc. January 2015 - Present
PNC Investments December 2011 - January 2015
Great American Advisors, Inc. August 2010 - December 2011
Great American Advisors, Inc. December 2004 - August 2010
Provident Securities and Investment, Co. June 1993 - October 2004
Education
University of Cincinnati
Charles Topley's PNC Investments Experience June 2000 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments June 2000 - Present
Education
Temple University 1978 — 1981
LaSalle University 1975 — 1976
LaSalle College High School 1971 — 1975
PNC Investments June 2000 - Present
Education
Temple University 1978 — 1981
LaSalle University 1975 — 1976
LaSalle College High School 1971 — 1975
barb weyls's PNC Investments Experience 2003 - Present
Job payroll specialist at PNC Investments
Industry Banking
Experience
PNC Investments 2003 - Present
The Southern Illinoisan August 1997 - July 2002
Cleveland State University September 1995 - May 1997
Education
University of Cincinnati
PNC Investments 2003 - Present
The Southern Illinoisan August 1997 - July 2002
Cleveland State University September 1995 - May 1997
Education
University of Cincinnati
Louis Valentino's PNC Investments Experience February 2010 - March 2012
Job
Industry Investment Management
Experience
PNC Investments February 2010 - March 2012
Education
SUNY Oswego
Bachelor of Arts
The Citadel
PNC Investments February 2010 - March 2012
Education
SUNY Oswego
Bachelor of Arts
The Citadel
Thomas Clooney's PNC Investments Experience April 2009 - April 2010
Job Vice President Financial Consultant Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Britney Lookingbill's PNC Investments Experience September 2011 - Present
Job Financial consultant at PNC Bank
Industry Financial Services
Experience
PNC Investments September 2011 - Present
Skills
Finding the best...
Education
The Community College of Baltimore County 2005 — 2008
PNC Investments September 2011 - Present
Skills
Finding the best...
Education
The Community College of Baltimore County 2005 — 2008
Harrison Bartlett's PNC Investments Experience 2011 - 2012
Job Investment Advisory Professional
Industry Financial Services
Experience
PNC Investments 2011 - 2012
Morgan Stanley February 2007 - March 2011
PNC Investments June 2004 - February 2007
PNC Investments June 2003 - June 2004
Skills
Investment Advisory and..., Trading and Operations, Portfolio Risk..., Financial Product..., Strategic Financial..., Client Development, Marketing Strategy, Revenue Enhancement, Goal-oriented..., Team-oriented, Dependable Team Player, Risk Management, Portfolio Management, Asset Allocation, Investments, Equities, Series 7
Education
University of Delaware 1999 — 2003
Bachelor of Science in Business Administration, Finance
Canevin Catholic H.S. 1995 — 1999
PNC Investments 2011 - 2012
Morgan Stanley February 2007 - March 2011
PNC Investments June 2004 - February 2007
PNC Investments June 2003 - June 2004
Skills
Investment Advisory and..., Trading and Operations, Portfolio Risk..., Financial Product..., Strategic Financial..., Client Development, Marketing Strategy, Revenue Enhancement, Goal-oriented..., Team-oriented, Dependable Team Player, Risk Management, Portfolio Management, Asset Allocation, Investments, Equities, Series 7
Education
University of Delaware 1999 — 2003
Bachelor of Science in Business Administration, Finance
Canevin Catholic H.S. 1995 — 1999
Andrew Loria's PNC Investments Experience November 2012 - Present
Job Account Services Team Specialist at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2012 - Present
Skills
Organization, Goal Oriented, Goal Setting, Financial Goals, Highly personable, Computer Proficiency, Accounting, Cost Accounting, Finance, Managerial Finance, Team Leadership, Strongly self-motivated
Education
Slippery Rock University of Pennsylvania 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
PNC Investments November 2012 - Present
Skills
Organization, Goal Oriented, Goal Setting, Financial Goals, Highly personable, Computer Proficiency, Accounting, Cost Accounting, Finance, Managerial Finance, Team Leadership, Strongly self-motivated
Education
Slippery Rock University of Pennsylvania 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Charles Lewis-Blunt's PNC Investments Experience 1989 - 1997
Job Founder and Executive Director, USRTA
Industry
Experience
USRTA 2011 - Present
USAA 2003 - 2010
USAA 2001 - 2003
USAA 1997 - 2001
PNC Investments 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Skills
Nonprofits, Fundraising, Mutual Funds, Leadership Development, Investments, Community Development, Creative..., Entrepreneurship, Leadership, Organizational..., Volunteer Management, Team Building
Education
St. Mary's University 2012 — 2013
Nonprofit Management Certificate, Veterans' Service Organizations
Hunter College, City University, New York
Bachelor of Arts (BA)
Lodge
USRTA 2011 - Present
USAA 2003 - 2010
USAA 2001 - 2003
USAA 1997 - 2001
PNC Investments 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Skills
Nonprofits, Fundraising, Mutual Funds, Leadership Development, Investments, Community Development, Creative..., Entrepreneurship, Leadership, Organizational..., Volunteer Management, Team Building
Education
St. Mary's University 2012 — 2013
Nonprofit Management Certificate, Veterans' Service Organizations
Hunter College, City University, New York
Bachelor of Arts (BA)
Lodge
Charles Marsh's PNC Investments Experience November 1994 - June 2002
Job Registered Advisor
Industry Financial Services
Experience
Marsh Financial Group, Inc. March 2005 - Present
Self-employed April 1992 - Present
PNC Investments November 1994 - June 2002
Legg Mason Investment Counsel April 1992 - November 1994
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management
Education
Xavier University - School of Business Administration, University of Cincinnati 1983 — 1985
Master of Business Administration (MBA), Finance
University of Cincinnati 1977 — 1982
Bachelors, Arts and Sciences
Marsh Financial Group, Inc. March 2005 - Present
Self-employed April 1992 - Present
PNC Investments November 1994 - June 2002
Legg Mason Investment Counsel April 1992 - November 1994
Skills
Business Analysis, Risk Management, Change Management, Financial Analysis, Project Management, Banking, Management Consulting, Business Strategy, Financial Modeling, SDLC, Investments, Management, Requirements Analysis, Process Improvement, Strategic Planning, Business Process..., Portfolio Management, SQL, Business Intelligence, Program Management
Education
Xavier University - School of Business Administration, University of Cincinnati 1983 — 1985
Master of Business Administration (MBA), Finance
University of Cincinnati 1977 — 1982
Bachelors, Arts and Sciences
Thomas Dynes's PNC Investments Experience January 2004 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments January 2004 - Present
Education
Xavier University 1989 — 1992
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Milwaukee 1984 — 1986
Achieved credits toward MBA
University of Cincinnati 1977 — 1982
Bachelor of Science (B.S.), Chemical Engineering
PNC Investments January 2004 - Present
Education
Xavier University 1989 — 1992
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Milwaukee 1984 — 1986
Achieved credits toward MBA
University of Cincinnati 1977 — 1982
Bachelor of Science (B.S.), Chemical Engineering
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank