PNC Investments, LLC
Industry: Company
DescriptionParent organization: PNC Bank, National Association Subsidiaries: PNC Insurance Services, LLC, Pnc Investments, Asset Management Arm
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PNC Investments, LLC Employees
Employee
Years
Job
Industry
Ben Person Ben Person's PNC Investments, LLC Experience January 2013 - September 2013
Job Relationship Strategies at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
PNC Investments LLC January 2013 - September 2013
Merrill Lynch May 2011 - January 2013
Nationwide Financial August 2010 - May 2011
Fifth Third Bank July 2009 - August 2010
Ohio State Football June 2004 - January 2008
Merrill Lynch May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA), Leadership and Corporate Strategy
The Ohio State University 2004 — 2009
BS, Financial Planning
Xenia High School 2000 — 2004
Nationwide Financial September 2013 - Present
PNC Investments LLC January 2013 - September 2013
Merrill Lynch May 2011 - January 2013
Nationwide Financial August 2010 - May 2011
Fifth Third Bank July 2009 - August 2010
Ohio State Football June 2004 - January 2008
Merrill Lynch May 2007 - July 2007
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA), Leadership and Corporate Strategy
The Ohio State University 2004 — 2009
BS, Financial Planning
Xenia High School 2000 — 2004
Brian Moser's PNC Investments, LLC Experience July 2015 - Present
Job Regional Supervisory Officer, AVP
Industry Financial Services
Experience
PNC Investments, LLC July 2015 - Present
Spire Investment Partners LLC February 2014 - July 2015
Wells Fargo Advisors LLC, Legacy AG Edwards & Sons March 2001 - February 2014
Skills
Sales, Program Management, Employee Training, Training Management, Compliance, Training & Development, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 23, FINRA Series 66
Education
De Anza College
Mathematics
PNC Investments, LLC July 2015 - Present
Spire Investment Partners LLC February 2014 - July 2015
Wells Fargo Advisors LLC, Legacy AG Edwards & Sons March 2001 - February 2014
Skills
Sales, Program Management, Employee Training, Training Management, Compliance, Training & Development, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 23, FINRA Series 66
Education
De Anza College
Mathematics
Brent E. Coughenour Brent E. Coughenour's PNC Investments, LLC Experience May 2015 - Present
Job Financial Advisor at PNC Investments, LLC
Industry Financial Services
Experience
PNC Investments, LLC May 2015 - Present
Education
Gannon University 2006 — 2010
Bachelor of Science (B.S.), Finance
Laurel Highlands High School
PNC Investments, LLC May 2015 - Present
Education
Gannon University 2006 — 2010
Bachelor of Science (B.S.), Finance
Laurel Highlands High School
David Donohoe David Donohoe's PNC Investments, LLC Experience January 2013 - Present
Job Central Review Principal at PNC
Industry Financial Services
Experience
PNC Investments LLC January 2013 - Present
Lynnfield, MA 2012 - Present
Mercer Securities July 2005 - April 2012
Fidelity Investments June 2004 - July 2005
C.E. Unterberg, Towbin September 2001 - May 2002
Corporate Sponsors International June 2001 - August 2001
Chase Manhattan Bank May 1997 - June 2000
Skills
Series 7, Series 63, Series 24, Series 65, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Bentley College 1992 — 1994
Master of Science (M.S.), Accountancy
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
PNC Investments LLC January 2013 - Present
Lynnfield, MA 2012 - Present
Mercer Securities July 2005 - April 2012
Fidelity Investments June 2004 - July 2005
C.E. Unterberg, Towbin September 2001 - May 2002
Corporate Sponsors International June 2001 - August 2001
Chase Manhattan Bank May 1997 - June 2000
Skills
Series 7, Series 63, Series 24, Series 65, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Bentley College 1992 — 1994
Master of Science (M.S.), Accountancy
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Christopher Turay Christopher Turay's PNC Investments, LLC Experience July 2009 - August 2014
Job Senior Analyst at Victory Capital Management
Industry Financial Services
Experience
PNC Investments, LLC July 2009 - August 2014
National City Bank April 2005 - July 2009
Victory Capital Management April 2001 - November 2004
KeyCorp January 1997 - April 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Securities, Asset Management, Alternative Investments, Banking, Management, Investment Advisory, Mutual Funds, Financial Services, Fixed Income, Relationship Management, Finance, Risk Management, Product Management, Financial Product..., Product Lifecycle..., Program Management, Project Management, Strategic Planning, Business Development, Vendor Relationship..., Customer Relationship..., Product S, Product Strategy, CRM
Education
Cleveland State University 1998 — 1999
Master of Business Administration (MBA), General Business Management
Bowling Green State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Elyria Catholic High School
College Prep
PNC Investments, LLC July 2009 - August 2014
National City Bank April 2005 - July 2009
Victory Capital Management April 2001 - November 2004
KeyCorp January 1997 - April 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Securities, Asset Management, Alternative Investments, Banking, Management, Investment Advisory, Mutual Funds, Financial Services, Fixed Income, Relationship Management, Finance, Risk Management, Product Management, Financial Product..., Product Lifecycle..., Program Management, Project Management, Strategic Planning, Business Development, Vendor Relationship..., Customer Relationship..., Product S, Product Strategy, CRM
Education
Cleveland State University 1998 — 1999
Master of Business Administration (MBA), General Business Management
Bowling Green State University 1990 — 1992
Bachelor of Science in Business Administration, Finance
Elyria Catholic High School
College Prep
Barbara Ulbrich Barbara Ulbrich's PNC Investments, LLC Experience February 2012 - Present
Job Sales Readiness Lead @ PNC Investments, LLC
Industry Financial Services
Experience
PNC Investments LLC February 2012 - Present
PNC Investments, LLC September 2011 - January 2012
PNC Investments, LLC March 2010 - September 2011
Social Innovation Accelerator March 2009 - July 2009
Adams Capital Management September 2006 - January 2009
Adams Capital Management February 1999 - August 2006
Fitzwater, Inc. 1989 - 1991
Skills
Strategy, Leadership, Product Management, Management, Business Development, Sales Management, Finance, Banking, Strategic Planning, Process Improvement, Program Management, Risk Management, Project Management, Vendor Management, Start-ups, CRM, Mergers & Acquisitions, Strategic Partnerships, Product Development, Business Strategy, Business Analysis, Entrepreneurship, Change Management, Sales
Education
Elizabethtown College 1975 — 1979
B.S., Marketing & Management
PNC Investments LLC February 2012 - Present
PNC Investments, LLC September 2011 - January 2012
PNC Investments, LLC March 2010 - September 2011
Social Innovation Accelerator March 2009 - July 2009
Adams Capital Management September 2006 - January 2009
Adams Capital Management February 1999 - August 2006
Fitzwater, Inc. 1989 - 1991
Skills
Strategy, Leadership, Product Management, Management, Business Development, Sales Management, Finance, Banking, Strategic Planning, Process Improvement, Program Management, Risk Management, Project Management, Vendor Management, Start-ups, CRM, Mergers & Acquisitions, Strategic Partnerships, Product Development, Business Strategy, Business Analysis, Entrepreneurship, Change Management, Sales
Education
Elizabethtown College 1975 — 1979
B.S., Marketing & Management
David L Warner's PNC Investments, LLC Experience March 2011 - Present
Job Financial Services
Industry Financial Services
Experience
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
Leslie Keng Leslie Keng's PNC Investments, LLC Experience 2008 - 2010
Job Director of Wealth Management
Industry Financial Services
Experience
USAA March 2014 - Present
SunTrust Investment Services, Inc. October 2010 - March 2014
PNC Investments, LLC 2008 - 2010
BB & T October 2003 - May 2008
United States Marine Corps 1987 - 1994
Education
Texas A&M University 1983 — 1987
Agricultural Economics
USAA March 2014 - Present
SunTrust Investment Services, Inc. October 2010 - March 2014
PNC Investments, LLC 2008 - 2010
BB & T October 2003 - May 2008
United States Marine Corps 1987 - 1994
Education
Texas A&M University 1983 — 1987
Agricultural Economics
Christopher L. Ody Christopher L. Ody's PNC Investments, LLC Experience October 2014 - Present
Job AVP Regional Supervisory Officer at PNC
Industry Investment Management
Experience
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
PNC Investments LLC October 2014 - Present
AXA Advisors November 2013 - October 2014
Credit Suisse August 2012 - November 2013
Wells Fargo Securities May 2010 - November 2011
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelors of Science, Business Administration; Finance
East Carolina University - College of Business
MBA, Finance
Connie Grey's PNC Investments, LLC Experience November 2002 - May 2015
Job Regional Supervisory Officer at PNC Investments
Industry Financial Services
Experience
PNC Investments, LLC November 2002 - May 2015
NatCity Investments, LLC 2003 - 2004
Prudential Securites 1988 - November 2002
Dean Witter Reynolds Investments, Inc. 1984 - 1988
Education
Kaplan
FINRA Series 4,7,9,10,24,51,53, 63, and 65., Investments and Securities
University of Kentucky
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Kentucky, College of Business, Finance
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Investments, LLC November 2002 - May 2015
NatCity Investments, LLC 2003 - 2004
Prudential Securites 1988 - November 2002
Dean Witter Reynolds Investments, Inc. 1984 - 1988
Education
Kaplan
FINRA Series 4,7,9,10,24,51,53, 63, and 65., Investments and Securities
University of Kentucky
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Kentucky, College of Business, Finance
Bachelor of Business Administration (B.B.A.), Finance, General
Stephanie Wiley Rodgers Stephanie Wiley Rodgers's PNC Investments, LLC Experience May 2009 - Present
Job Manager of Administration at PNC Investments, LLC
Industry Financial Services
Experience
PNC Investments, LLC May 2009 - Present
National City Bank January 2006 - April 2009
National City Corporation November 2003 - January 2006
National City Bank September 2001 - November 2003
National City Bank February 1996 - September 2001
NBD Bank March 1995 - February 1996
Fifth Third Bank September 1993 - March 1995
Skills
Banking, Loans, Relationship Management, Strategic Planning, Financial Analysis, Process Improvement, Sales, Investments, Vendor Management, Team Building, Project Management, Business Analysis, Retail Banking
Education
DePauw University 1989 — 1993
Bachelor of Arts, Political Science
PNC Investments, LLC May 2009 - Present
National City Bank January 2006 - April 2009
National City Corporation November 2003 - January 2006
National City Bank September 2001 - November 2003
National City Bank February 1996 - September 2001
NBD Bank March 1995 - February 1996
Fifth Third Bank September 1993 - March 1995
Skills
Banking, Loans, Relationship Management, Strategic Planning, Financial Analysis, Process Improvement, Sales, Investments, Vendor Management, Team Building, Project Management, Business Analysis, Retail Banking
Education
DePauw University 1989 — 1993
Bachelor of Arts, Political Science
David Briggs, AAMS David Briggs, AAMS's PNC Investments, LLC Experience October 1987 - April 2007
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2007 - Present
PNC Investments, LLC October 1987 - April 2007
Federated Investors October 1984 - March 1987
Skills
Investments, Financial Services, Retirement, Equities, Credit Analysis, Sales, Alternative Investments, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Finance, Financial Advisory, Asset Management, Retirement Planning, Investment Advisory
Education
Penn State University 1980 — 1984
B.S., Finance
Wells Fargo Advisors, LLC March 2007 - Present
PNC Investments, LLC October 1987 - April 2007
Federated Investors October 1984 - March 1987
Skills
Investments, Financial Services, Retirement, Equities, Credit Analysis, Sales, Alternative Investments, Financial Planning, Wealth Management, Portfolio Management, Mutual Funds, Finance, Financial Advisory, Asset Management, Retirement Planning, Investment Advisory
Education
Penn State University 1980 — 1984
B.S., Finance
Forrest Miles Forrest Miles's PNC Investments, LLC Experience January 2006 - Present
Job Financial Advisor Vice President at PNC Investments LLC
Industry Financial Services
Experience
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
PNC Investments LLC January 2006 - Present
SunTrust Investment Services 2003 - 2006
Davenport & Company LLC 1998 - 2003
Ferguson, Andrews & Associates 1991 - 1998
Dominion Bank 1987 - 1991
Education
James Madison University 1973 — 1977
BBA, Business Administration
Liberty
Shaun Burkins's PNC Investments, LLC Experience December 2010 - March 2013
Job AVP, Sr. Product Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank March 2013 - Present
PNC Investments, LLC December 2010 - March 2013
JP Morgan Chase March 2010 - December 2010
Morgan Stanley August 2008 - March 2010
Morgan Stanley August 2007 - August 2008
Skills
SQL, SAS programming, Call Centers, Data Quality Assurance, Data Analytics, Requirements Analysis, Technical Requirements..., Requirements Gathering, Test Validation, Essbase, Microstrategy, Test Case Generation, Use Case Diagrams, Workflow Diagrams
Education
Ohio Dominican University 2008 — 2010
MBA, Businees Administration
Bowling Green State University 2000 — 2004
Bachelors, Communications
Huntington National Bank March 2013 - Present
PNC Investments, LLC December 2010 - March 2013
JP Morgan Chase March 2010 - December 2010
Morgan Stanley August 2008 - March 2010
Morgan Stanley August 2007 - August 2008
Skills
SQL, SAS programming, Call Centers, Data Quality Assurance, Data Analytics, Requirements Analysis, Technical Requirements..., Requirements Gathering, Test Validation, Essbase, Microstrategy, Test Case Generation, Use Case Diagrams, Workflow Diagrams
Education
Ohio Dominican University 2008 — 2010
MBA, Businees Administration
Bowling Green State University 2000 — 2004
Bachelors, Communications
Cary Beach's PNC Investments, LLC Experience January 2005 - Present
Job Sr. compliance specialist at PNC Investments, LLC
Industry Investment Banking
Experience
PNC Investments, LLC January 2005 - Present
Education
Penn State University
BA, General Arts & Science
PNC Investments, LLC January 2005 - Present
Education
Penn State University
BA, General Arts & Science
Paul Fabrizi's PNC Investments, LLC Experience November 2009 - Present
Job Compliance Director
Industry Financial Services
Experience
PNC Investments, LLC November 2009 - Present
Natcity Investments, Inc. January 2007 - November 2009
NatCity Investments, Inc. March 2006 - January 2007
NatCity Investments, Inc. November 2000 - March 2006
National City Bank March 1998 - November 2001
Education
Cleveland State University 1983 — 1988
BBA, Accounting
PNC Investments, LLC November 2009 - Present
Natcity Investments, Inc. January 2007 - November 2009
NatCity Investments, Inc. March 2006 - January 2007
NatCity Investments, Inc. November 2000 - March 2006
National City Bank March 1998 - November 2001
Education
Cleveland State University 1983 — 1988
BBA, Accounting
Colleen Mullally's PNC Investments, LLC Experience September 2007 - June 2013
Job Customer Service Supervisor at J America Licensed Products
Industry Financial Services
Experience
J America Licensed Products April 2014 - Present
J America Licensed Products April 2014 - Present
Dan Kramer State Farm June 2013 - April 2014
PNC Investments, LLC September 2007 - June 2013
CSG 2008 - 2008
Intelliquest September 2005 - May 2006
Future Electronics 1988 - 1995
Skills
Insurance, Sales, Customer Service, Term Life Insurance, Series 63, Mutual Funds, Retirement Planning, Loans, Credit, Banking, Consumer Lending, Series 6, Fixed Annuities, Financial Services, Retirement, Investments
Education
Eastern Michigan University 1984 — 1987
BBA, Marketing
University of Michigan-Dearborn 1982 — 1984
J America Licensed Products April 2014 - Present
J America Licensed Products April 2014 - Present
Dan Kramer State Farm June 2013 - April 2014
PNC Investments, LLC September 2007 - June 2013
CSG 2008 - 2008
Intelliquest September 2005 - May 2006
Future Electronics 1988 - 1995
Skills
Insurance, Sales, Customer Service, Term Life Insurance, Series 63, Mutual Funds, Retirement Planning, Loans, Credit, Banking, Consumer Lending, Series 6, Fixed Annuities, Financial Services, Retirement, Investments
Education
Eastern Michigan University 1984 — 1987
BBA, Marketing
University of Michigan-Dearborn 1982 — 1984
Paul Feldman's PNC Investments, LLC Experience 2002 - 2012
Job Investment Executive, Vice President
Industry Financial Services
Experience
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Fifth Third Securities July 2012 - Present
PNC Investments, LLC 2002 - 2012
PNC Capital Markets 1987 - 2001
Skills
Investments, Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Equities, Retirement, Financial Analysis
Education
New York University, Stern School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Binghamton University 1980 — 1984
Bachelor's degree, Economics
Kyle Jacob's PNC Investments, LLC Experience October 2011 - August 2012
Job ACCEL Retail Bank Development Associate at PNC
Industry Financial Services
Experience
PNC August 2012 - Present
PNC Investments, LLC October 2011 - August 2012
PNC Investments, LLC January 2011 - December 2011
Eagle Investment Group August 2009 - August 2010
Northwestern Mutual Financial Network May 2010 - July 2010
Skills
Mutual Funds, Series 7, Investments, Securities, Finance, Series 63
Education
Ashland University 2006 — 2010
BSBA, Finance
PNC August 2012 - Present
PNC Investments, LLC October 2011 - August 2012
PNC Investments, LLC January 2011 - December 2011
Eagle Investment Group August 2009 - August 2010
Northwestern Mutual Financial Network May 2010 - July 2010
Skills
Mutual Funds, Series 7, Investments, Securities, Finance, Series 63
Education
Ashland University 2006 — 2010
BSBA, Finance
Nicole Ferri's PNC Investments, LLC Experience May 2001 - Present
Job Office Administrator & Sales Assisant at PNC Investments
Industry Financial Services
Experience
PNC Investments LLC May 2001 - Present
Hilliard Lyons 1999 - 2001
Ferri Construction 1990 - 1999
McMurray Dry Cleaners 1992 - 1994
Skills
Microsoft Office, Administrative..., Office Administration, Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Customer Service, Research, Event Planning, Data Entry, Event Management, Administration
Education
Duquesne University 1994 — 1999
Bachelor's degree, Psychology & Criminal Justice
PNC Investments LLC May 2001 - Present
Hilliard Lyons 1999 - 2001
Ferri Construction 1990 - 1999
McMurray Dry Cleaners 1992 - 1994
Skills
Microsoft Office, Administrative..., Office Administration, Microsoft Excel, Microsoft Word, Office Management, PowerPoint, Customer Service, Research, Event Planning, Data Entry, Event Management, Administration
Education
Duquesne University 1994 — 1999
Bachelor's degree, Psychology & Criminal Justice
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY