PNC Investments (Unofficial)

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PNC Investments (Unofficial) Employees

Employee
Years
Job
Industry
Jay Cunningham, CMFC Jay Cunningham, CMFC Menomonee Falls, Wisconsin Details
Jay Cunningham, CMFC's PNC Investments (Unofficial) Experience January 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   January 2015 - Present
Wells Fargo Advantage Funds  May 2013 - January 2015
Merrill Lynch  May 2012 - May 2013
DGSE Companies, Inc.   December 2011 - June 2012
Elite & Pinnacle Security   May 2009 - November 2011

Skills
Leadership, Work Ethic, Market Research, Sales, Sales Management, Customer Service, Analysis, Training, Teamwork, Entrepreneurship, Problem Solving, Sales Process, Time Management

Education
Texas A&M University   2007 — 2010
Bachelors of Science, Economics

Robert Kretz Robert Kretz Russiaville, Indiana Details
Robert Kretz's PNC Investments (Unofficial) Experience June 2000 - Present
Job Financial Advisor at PNC Investments (Unofficial)
Industry Financial Services
Experience
PNC Investments (Unofficial)   June 2000 - Present
Financial Counseling Inc.   October 1997 - May 2000

Education
The American College   2001 — 2004
Certified Financial Planner, Financial Planning and Services

Asbury University   1993 — 1997
BA, Business Management and Economics

Alexis Fisher, MBA Alexis Fisher, MBA Greater Salt Lake City Area Details
Alexis Fisher, MBA's PNC Investments (Unofficial) Experience June 2013 - August 2015
Job Lead Specialist, Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
PNC Investments (Unofficial)   June 2013 - August 2015
PNC Investments (Unofficial)   May 2011 - June 2013
First Investors  October 2010 - April 2011
First Investors  December 2007 - October 2010

Skills
Corporate Finance, Investments, Trading, Leadership, Mutual Funds, Financial Services, Microsoft Office, Analysis, Sales, Portfolio Management, Financial Modeling, Finance, Financial Analysis, Customer Service, Public Speaking, Management, Team Building

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services

University of Pittsburgh   2004 — 2008
Bachelor's Degree, Economics

Christopher Kemmerer Christopher Kemmerer Blakeslee, Pennsylvania Details
Christopher Kemmerer's PNC Investments (Unofficial) Experience June 1998 - Present
Job Financial Advisor at PNC Investments, LLC
Industry Financial Services
Experience
PNC Investments (Unofficial)   June 1998 - Present
Prudential Financial  March 1989 - June 1998

Education
Moravian College   1984 — 1988
Bachelor of Arts (BA)

David Ladd David Ladd Saint Louis, Missouri Details
David Ladd's PNC Investments (Unofficial) Experience December 2006 - August 2008
Job Director of Compliance and Planning at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management  August 2008 - Present
PNC Investments (Unofficial)   December 2006 - August 2008
Ameriprise Financial Services, Inc.   August 2005 - December 2006

Education
Maryville University of Saint Louis   2008 — 2010
Master of Business Administration (MBA)

Wright State University   2000 — 2005
B.S. in Financial Services

Brad Maurer, CIMA Brad Maurer, CIMA Orange County, California Area Details
Brad Maurer, CIMA's PNC Investments (Unofficial) Experience June 1997 - February 2001
Job Regional Investment Consultant
Industry Investment Management
Experience
Clark Capital Management Group  March 2008 - December 2014
Brinker Capital  April 2004 - December 2007
Pershing, a BNY Mellon company (Lockwood Advisors, Inc prior to acquisition)   March 2001 - April 2004
PNC Investments (Unofficial)   June 1997 - February 2001
Baron Consulting Group, Inc   1996 - 1997

Skills
Investments, Wealth Management, Financial Advisory, Business Development, Asset Allocation, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Business Planning, Series 63, Series 65, Series 7, Sales Process, Salesforce.com, Sales Presentations, Retail Sales, Marketing Communications, Practice Management, Teamwork, Securities

Education
Shippensburg University of Pennsylvania   1991 — 1995
BSBA, Finance

Nathan Willi Nathan Willi Greater Pittsburgh Area Details
Nathan Willi's PNC Investments (Unofficial) Experience November 2013 - December 2014
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

Jeff Rawson Jeff Rawson East Lansing, Michigan Details
Jeff Rawson's PNC Investments (Unofficial) Experience August 2014 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   August 2014 - Present
Wells Fargo Advisors  April 2012 - August 2014

Education
Davenport University   1981 — 1983
Associates, Business/Commerce, General

David Raymond David Raymond Doylestown, Pennsylvania Details
David Raymond's PNC Investments (Unofficial) Experience December 2006 - August 2014
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial  October 2014 - Present
PNC Investments (Unofficial)   December 2006 - August 2014
AXA Advisors  May 1997 - November 2006

Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Wealth Management, Financial Services, Series 7, Financial Analysis, Financial Advisory, Series 63, Investment Strategies, Securities

Education
Saint Joseph's University   1985 — 1988
Bachelor of Science (BS), Accounting

Archbishop Kennedy   1980 — 1983

Charles Moorhead Charles Moorhead Cheswick, Pennsylvania Details
Charles Moorhead's PNC Investments (Unofficial) Experience June 2014 - Present
Job Data Entry Specialist at PNC
Industry Defense & Space
Experience
PNC Investments (Unofficial)   June 2014 - Present
AJ Silberman & Company   September 2013 - May 2014
United States Air Force  2008 - 2012
Pheasant Ridge Golf Course  August 2007 - May 2008

Skills
Munitions, Supply, Supply Management, Safety, Microsoft Office, Golf Course Management, Warehousing, Security Clearance, Corrosion Protection, Preventive Maintenance, Equipment Maintenance, Cross-cultural Teams, Inventory, Financial Planning

Education
Pennsylvania State University-Penn State New Kensington   2004 — 2007

Fox Chapel Area High School   2000 — 2004
General Education

Jay W. Berman Jay W. Berman Sarasota, Florida Area Details
Jay W. Berman's PNC Investments (Unofficial) Experience January 2015 - July 2015
Job Financial Advisor, RBC Wealth Management member FINRA/SIPC
Industry Financial Services
Experience
RBC Wealth Management  July 2015 - Present
PNC Investments (Unofficial)   January 2015 - July 2015
Securities America, Inc. Member FINRA/SIPC   January 2014 - August 2014
Professional Benefits   March 2007 - August 2014
campaign  2008 - 2008
UBS Wealth Management  September 1997 - March 2007

Education
University of Florida   1980 — 1983
Bachelor of Science (BS), Marketing

State College of Florida-Manatee-Sarasota   1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General

Molly Walsh Molly Walsh Pittsburgh, Pennsylvania Details
Molly Walsh's PNC Investments (Unofficial) Experience December 2014 - June 2015
Job at
Industry Financial Services
Experience
Cement Masons Union Local 526   June 2015 - Present
PNC  July 2013 - Present
PNC Investments (Unofficial)   December 2014 - June 2015
PNC  November 2008 - July 2013
Red White and Blue Thrift store   January 2008 - November 2009
Party Cake Bakery   May 2006 - September 2007

Skills
Banking, Credit, Retail Banking, Financial Services, IRAs, Financial Planning, Deposits, Retirement Planning, Sales, Back Office, Financial Analysis, Mortgage Lending

Education
Community College of Allegheny County
Art/Art Studies, General

Jason Alan Reeves I Jason Alan Reeves I Greater St. Louis Area Details
Jason Alan Reeves I's PNC Investments (Unofficial) Experience January 2014 - Present
Job Partnering to achieve health and wellness in every facet of lifespirit, soul, and body.
Industry Financial Services
Experience
PNC Investments (Unofficial)   January 2014 - Present
Disciples of Christ Global Outreach   December 2008 - Present
Chayil Media   October 2007 - Present
VALIC  April 2010 - January 2014
CBIZ  November 2008 - March 2010
Principal Financial Group  December 2006 - November 2008
Mercer Health & Benefits  September 2005 - December 2006
Ameriprise Financial  2004 - 2005

Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness

Education
The King's University   2009 — 2012
Master of Divinity (M.Div.)

Maryville University of Saint Louis   1997 — 2001
Bachelors, Philosophy, Actuarial Science

Leslie Beal Leslie Beal Pittsburgh, Pennsylvania Details
Leslie Beal's PNC Investments (Unofficial) Experience
Job Operations Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)  

Skills
Banking

Education
Cuyahoga Community College   2012 — 2013
Small Business Administration/Management

Community College of Allegheny County
Business Administration and Management, General

Alexandra Tobias Alexandra Tobias Pittsburgh, Pennsylvania Details
Alexandra Tobias's PNC Investments (Unofficial) Experience September 2014 - June 2015
Job Associate at Hawthorn, PNC Family Wealth
Industry Investment Management
Experience
Hawthorn, PNC Family Wealth  June 2015 - Present
PNC Investments (Unofficial)   September 2014 - June 2015
Merrill Lynch  May 2014 - September 2014
BNY Mellon Wealth Management  May 2013 - August 2013
BNY Mellon  May 2012 - August 2012

Education
Allegheny College   2010 — 2014
Bachelor of Arts (B.A.), Managerial Economics

Upper St. Clair High School

Dustin Jennings Dustin Jennings Columbus, Ohio Area Details
Dustin Jennings's PNC Investments (Unofficial) Experience 2010 - 2012
Job Associate, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
PNC Investments (Unofficial)   2010 - 2012
Allstate  2009 - 2010
New York Life Insurance Company  2008 - 2009
The State Bank & Trust Company   2005 - 2008

Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Management, Research, Finance, PowerPoint, Sales, Training, Public Speaking, Accuracy & Quality, Processing Efficiency, Task Management, Relationship Development, Continuous Improvement, Business Development, Training & Awareness, Investment..., Regulatory Reviews, Compliance, Administrative..., Infrastructure..., New Business, Relationship Management, Research & Analysis, Trend Awareness, Reporting, ETF Processing, SPSS, Python, Weka, SQL, MS Office, Customer Service, Team Building, Financial Analysis, Process Improvement, Banking, Risk Management, Analysis, Investments, Mutual Funds, Project Management, Portfolio Management, Financial Planning

Education
The Defiance College
Master of Business Administration (M.B.A.), Leadership

The Defiance College
Master’s Degree, Master of Business & Organizational Leadership (MBOL)

Bowling Green State University
Bachelor’s Degree, Liberal Studies

Stephanie N Eckert Stephanie N Eckert Cleveland, Ohio Details
Stephanie N Eckert's PNC Investments (Unofficial) Experience October 2014 - Present
Job Supervisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   October 2014 - Present
PNC Investments  March 2013 - October 2014
Key Investment Services  May 2003 - March 2013
JPMorgan Chase  June 2011 - June 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Access

Education
Kent State University   2002 — 2005
Bachelor's of Science, Marketing

Cherise Goins Cherise Goins Cleveland/Akron, Ohio Area Details
Cherise Goins's PNC Investments (Unofficial) Experience February 2015 - Present
Job Credit/Margin/Treasury Operations PNC Investments
Industry Banking
Experience
PNC Investments (Unofficial)   February 2015 - Present
Safeguard Properties  September 2013 - November 2014
Safeguard Properties  June 2013 - September 2013
KeyBank  April 2012 - June 2013
KeyBank  January 2009 - April 2012
KeyBank  November 2007 - January 2009

Skills
Data Entry, Human Resources, Customer Service, Microsoft Office, Management, Time Management, Microsoft Word, Training, Leadership, Sales, Team Building, Event Planning

Education
Cleveland Central Catholic High School   2003 — 2005
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

Cuyahoga Community College
Associate of Arts (A.A.), Accounting

Ed Reymann Ed Reymann Cincinnati Area Details
Ed Reymann's PNC Investments (Unofficial) Experience May 2002 - February 2009
Job "Full Time Position or Grad School?"
Industry Wireless
Experience
Dish Satellite TV   January 2015 - August 2015
Time Warner Cable  January 2013 - December 2013
Verizon Wireless  September 2010 - October 2011
PNC Investments (Unofficial)   May 2002 - February 2009
Fifth Third Securities  May 1998 - May 2002

Skills
Film Editing I Movie..., Microsoft Powerpoint, Social Networking, Social Media Marketing, Sales, Customer Satisfaction, Social Media, Small Business, Investments, Microsoft Office, Microsoft Excel, Negotiation, Website Development, Investment Management, Investment Strategies, Tax Preparation, Time Management, P&C, Life and Health, Training, Public Speaking, Website Promotion, Website Monetization, Income Tax, Income Tax Preparation, Android, Content Managed Websites, Strategic Financial..., Blogging, Finance, Event Planning, PowerPoint

Education
Kent State University   2015 — 2015
Public Relations/Image Management, 3.28

University of Cincinnati   1980 — 1985
BBA, Accounting, 3.0

John Verdi John Verdi Cleveland/Akron, Ohio Area Details
John Verdi's PNC Investments (Unofficial) Experience March 2011 - April 2015
Job Consultant at Avalution Consulting
Industry Management Consulting
Experience
Avalution Consulting  April 2015 - Present
PNC Investments (Unofficial)   March 2011 - April 2015
Quicken Loans  February 2010 - March 2011

Skills
Finance, Loans, Credit, Loan Origination, Credit Analysis, Consulting, Business Continuity, Disaster Recovery, Investments, Financial Analysis, Financial Services, Portfolio Management, Relationship Management

Education
Kent State University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Managment

Ryan J. Wendler Ryan J. Wendler Columbia, Maryland Details
Ryan J. Wendler's PNC Investments (Unofficial) Experience March 2015 - Present
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   March 2015 - Present
BB&T  August 2014 - March 2015
JW Properties L.L.C.   May 2014 - August 2014
M&T Securities, Inc.   January 2012 - May 2014
M&T Bank  January 2008 - January 2012

Education
University of Maryland University College
Business Administration

Nancy Blanchette Nancy Blanchette Pinehurst, North Carolina Details
Nancy Blanchette's PNC Investments (Unofficial) Experience March 2013 - Present
Job Licensed Financial Consultant Associate at PNC Investments (Unofficial)
Industry Financial Services
Experience
PNC Investments (Unofficial)   March 2013 - Present
Agile Software  July 1996 - June 2002

Skills
Sales Management

Education
University of California, Santa Cruz

Brandon Pacchioni Brandon Pacchioni Pittsburgh, Pennsylvania Details
Brandon Pacchioni's PNC Investments (Unofficial) Experience November 2014 - Present
Job Financial Planning Analyst at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   November 2014 - Present
MassMutual Pittsburgh  July 2010 - November 2014

Skills
Investments, Personal Financial..., Series 7, Insurance, Financial Analysis, Series 24, Series 66

Education
Clarion University of Pennsylvania
Finance, Personal and Corporate

Mark Ament Mark Ament Greater Pittsburgh Area Details
Mark Ament's PNC Investments (Unofficial) Experience March 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
PNC Investments (Unofficial)   March 2011 - Present
J.K. Metalworks   January 2011 - Present

Education
The College for Financial Planning   2011 — 2014
Masters, Financial Planning

Penn State University   2004 — 2007
Bachelors, Business Administration

Ben Brenneke, MBA Ben Brenneke, MBA Peoria, Illinois Area Details
Ben Brenneke, MBA's PNC Investments (Unofficial) Experience June 2011 - September 2012
Job Accountant Legal Entity at Caterpillar Inc.
Industry Accounting
Experience
Caterpillar Inc.  December 2014 - Present
Caterpillar Inc.  August 2014 - Present
Lincoln Financial Group  September 2012 - August 2014
PNC Investments (Unofficial)   June 2011 - September 2012

Skills
Business Analysis, Financial Services, Investments, Retirement, Mutual Funds, Risk Management, Series 7, Financial Analysis, Wealth Management, Financial Modeling, Series 63, Accounting, Financial Accounting, Cost Accounting, Tax Accounting, Management Accounting

Education
Indiana Wesleyan University   2013 — 2015
Master of Business Administration (M.B.A.), Accounting

Purdue University - Krannert School of Management   2006 — 2010
Bachelor's Degree, Business Administration and Management, General

David DeGroot, CFP® David DeGroot, CFP® Charlotte, North Carolina Details
David DeGroot, CFP®'s PNC Investments (Unofficial) Experience November 2014 - Present
Job Section Sales Manager VP at PNC Investments (Unofficial)
Industry Investment Management
Experience
PNC Investments (Unofficial)   November 2014 - Present
Charles Schwab  1999 - October 2014
charles schwab  1993 - 1999

Education
University of New Hampshire   1988 — 1992
ba, Liberal Arts

Danielle Halliday Danielle Halliday Indianapolis, Indiana Area Details
Danielle Halliday's PNC Investments (Unofficial) Experience December 2014 - Present
Job Investment Executive Fifth Third Securities
Industry Banking
Experience
PNC Investments (Unofficial)   December 2014 - Present
Fifth Third Securities  June 2012 - September 2014
Fifth Third Securities  June 2012 - September 2014
JPMorgan Chase  June 2009 - June 2012
JPMorgan Chase  June 2007 - June 2009
National City Bank  May 2003 - June 2007

Skills
Cross Selling, Sales, Team Building

Education
Baker College Center for Graduate Studies   2005 — 2007

Robert Archbald Robert Archbald Greater Pittsburgh Area Details
Robert Archbald's PNC Investments (Unofficial) Experience December 2005 - September 2013
Job Financial Advisor at Beaconsfield Financial Services, Inc 4127809602
Industry Financial Services
Experience
Beaconsfield Financial Services, Inc   August 2014 - Present
Allstate Financial Services, LLC  November 2013 - August 2014
PNC Investments (Unofficial)   December 2005 - September 2013

Skills
Sales, Banking, Customer Service, Mutual Funds, Loans, Credit Analysis, Employee Benefits, Finance, Microsoft Office, Investments, Portfolio Management, Retirement Planning, Financial Services, Management, Financial Planning, Leadership

Education
Duquesne University   2005 — 2006
Executive Certification in Financial Planning, Financial Planning and Services

Suny Polytechnic Institute   1976 — 1978
Bachelor's Degree, Business Administration and Management, General

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Lauren C. Peck, CFP® Lauren C. Peck, CFP® Greater Pittsburgh Area Details
Lauren C. Peck, CFP®'s PNC Investments (Unofficial) Experience September 2014 - Present
Job Financial Planning Analyst
Industry Financial Services
Experience
PNC Investments (Unofficial)   September 2014 - Present
Main Advisory, Inc.   September 2007 - September 2014
Cetera Advisors LLC  September 2007 - September 2014
PNC  May 2006 - August 2006

Skills
Series 7, CFP®, Series 66, Retirement Planning, Social Security Planning, Asset Management, Asset Allocation, Estate Planning, Cash Management, Asset Protection, Organization, Operations Management

Education
Duquesne University School of Leadership and Professional Development   2009 — 2009
Executive Certificate in Financial Planning, Financial Planning

Penn State University   2003 — 2007
BS, Finance, Business Law (minor)

James Shea James Shea Greater New York City Area Details
James Shea's PNC Investments (Unofficial) Experience July 2005 - December 2006
Job Director Investments Private Client Group at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2010 - Present
Wells Fargo Advisors  December 2007 - September 2010
PNC Investments (Unofficial)   July 2005 - December 2006
Bank of America  November 2001 - June 2005
Porter Levay & Rose   March 2002 - October 2002
UBS Wealth Management  August 1999 - March 2002
Porter, LeVay & Rose, Inc.   January 1998 - August 1999
Oppenheimer & Co. Inc.   August 1997 - January 1998

Education
University of South Carolina-Columbia   1995 — 1997
Finance, Business

Monmouth University   1990 — 1991
Bachelor of Applied Science (BASc), Business Administration

Brookdale Community College
Business Administration

Owen Kirkpatrick Owen Kirkpatrick Pittsburgh, Pennsylvania Details
Owen Kirkpatrick's PNC Investments (Unofficial) Experience December 2013 - Present
Job Senior PNCI Ops Associate at PNC Investments (Unofficial)
Industry Financial Services
Experience
PNC Investments (Unofficial)   December 2013 - Present
PNC Investments (Unofficial)   September 2012 - December 2013
BNY Mellon  January 2011 - August 2012
Urban Settlement Services   October 2010 - December 2011
West Penn Allegheny Health SystemOctober 2010   September 2010 - October 2010
Sage Point Financial   July 2009 - September 2009
Excell Minerals   May 2008 - August 2008

Skills
Account Reconciliation, Finance, Accounting, Securities, Mutual Funds, Equities, Journal Entries, Analysis, Financial Analysis, Access, Trading

Education
Penn State University   2005 — 2009
Bachelor of Science (B.S.), Finance, General

The Pennsylvania State University   2005 — 2009
Bachelor's Degree, Finance, General, 3.51

Andrew Rader Andrew Rader Hickory/Lenoir, North Carolina Area Details
Andrew Rader's PNC Investments (Unofficial) Experience December 2014 - Present
Job Financial Advisor at PNC Investments (Unofficial)
Industry Financial Services
Experience
PNC Investments (Unofficial)   December 2014 - Present
Packerland Brokerage Services, Inc   June 2014 - December 2014
Capital Investment Group, Inc.   August 2012 - April 2014
Imagination Books   August 2008 - June 2012

Education
Appalachian State University   2008 — 2010
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law

Mike Stuneck Mike Stuneck United States Details
Mike Stuneck's PNC Investments (Unofficial) Experience
Job
Industry Financial Services
Experience
PNC Investments (Unofficial)  

Skills
Microsoft Word

Education
University of Nebraska-Lincoln

Bob Del Guercio Bob Del Guercio Greater New York City Area Details
Bob Del Guercio's PNC Investments (Unofficial) Experience August 2004 - December 2009
Job Sr VP Income Investments
Industry Financial Services
Experience
HJ Sims and Co   January 2012 - Present
PNC Investments (Unofficial)   August 2004 - December 2009

Skills
Investments, Portfolio Management, Risk Management, Investment Management, Finance, Retirement, Estate Planning, Financial Analysis

Education
Lehigh University - College of Business and Economics   1971 — 1975
Accounting and Finance

Lehigh University - College of Business and Economics
BS acctg and finance, acctg