PNC Private Client Group

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PNC Private Client Group Employees

Employee
Years
Job
Industry
Michael B. Godsey CAIA. Michael B. Godsey CAIA. West Palm Beach, Florida Area Details
Michael B. Godsey CAIA.'s PNC Private Client Group Experience September 2012 - June 2013
Job Seasoned High Net Worth Client Advisor/Portfolio Manager
Industry Investment Management
Experience
PNC Private Client Group   September 2012 - June 2013
Wells Fargo Bank, NA  May 2011 - August 2012
J.P.Morgan Private Wealth Management   December 2009 - May 2011
Wells Fargo Private Bank  January 2009 - December 2009
Umbach Financial Group   May 2007 - January 2009
GenSpring Family Offices  March 2002 - May 2007

Skills
Portfolio Management, Alternative Investments, Fixed Income, Investments, Wealth Management..., High Net Worth..., Finance, Investment Management, Wealth Management, Financial Analysis, Due Diligence, Investment Strategies, Estate Planning

Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance

Christopher Dunn Christopher Dunn Greater Atlanta Area Details
Christopher Dunn's PNC Private Client Group Experience December 2012 - March 2014
Job Vice President, Premier Banker at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  April 2014 - Present
PNC Private Client Group   December 2012 - March 2014
SunTrust Bank  May 2010 - November 2012

Skills
Retail Banking, Leadership, Loan Origination, Strategic Financial..., Relationship Management, Wealth Management, Finance, Private Banking, Financial Planning, Retirement Planning, Banking, Loans, Asset Management, Risk Management, Asset Allocation, High Net Worth..., Non-profit Board..., Strategy, Financial Advisory, Credit Analysis, Estate Planning, Mortgage Lending, Critical Thinking, Community Service

Education
Carthage College
BA, Psychology

Benjamin Stenberg Benjamin Stenberg Columbus, Ohio Area Details
Benjamin Stenberg's PNC Private Client Group Experience August 2013 - Present
Job Private Client Relationship Manager with PNC's Private Client Group
Industry Banking
Experience
PNC Private Client Group   August 2013 - Present
JPMorgan Chase Private Client   November 2012 - August 2013
Chase Bank  December 2009 - November 2012

Skills
Customer Service, Sales, Public Speaking, Relationship Management, Risk Management, Building Relationships, Leadership, Client Development, Helping Others Succeed, Political Campaigns, Risk Assessment, Coaching, Client Relations Skills, Group Development, Coaching Staff, Idea Person, Highly personable, Direct, Compassion, Business Development

Education
Ashland University   1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government, History

Andrew Demosthenous Andrew Demosthenous Greater Pittsburgh Area Details
Andrew Demosthenous's PNC Private Client Group Experience March 2013 - December 2013
Job Financial Analyst at Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group  September 2015 - Present
Fort Pitt Capital Group  January 2014 - August 2015
PNC Private Client Group   March 2013 - December 2013
MetLife Financial Group of Upstate New York   October 2011 - September 2012

Skills
Portfolio Management, Investments, Wealth Management, Asset Allocation

Education
State University of New York College at Geneseo   2007 — 2011
Bachelor of Arts (B.A.), Sociology

Richard Serna Richard Serna Roselle Park, New Jersey Details
Richard Serna's PNC Private Client Group Experience December 2012 - Present
Job Licensed Private Client Relationship Manager At PNC
Industry Banking
Experience
PNC Private Client Group   December 2012 - Present
JPMorgan Chase  October 2002 - December 2012
Citi  February 1999 - October 2002

Skills
Cross Selling, Relationship Management, Customer Service, Sales

Education
St. John's University
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Jessica R. Bishop Jessica R. Bishop Birmingham, Alabama Area Details
Jessica R. Bishop's PNC Private Client Group Experience January 2015 - June 2015
Job Senior Housing and Healthcare Lender
Industry Banking
Experience
Synovus  July 2015 - Present
PNC Private Client Group   January 2015 - June 2015
PNC  September 2012 - January 2015
BBVA Compass  May 2011 - September 2012
BBVA Compass  July 2010 - August 2011
Ann Taylor  May 2009 - June 2010
New York & Company  January 2008 - June 2009
BBVA Compass  May 2007 - August 2007

Skills
Series 6, Series 63, Mortgage Lending, Team Leadership, Hard Worker, Microsoft Office, Direct Sales, Sales Management, Personal Finance, Investment Banking, Banking, Retail Banking, Mortgage Banking, Self Starter, Management, Loans

Education
University of Alabama   2006 — 2010
Bachelors, Marketing

Brandon McFadden Brandon McFadden Greater Philadelphia Area Details
Brandon McFadden's PNC Private Client Group Experience November 2007 - August 2010
Job VP & Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  December 2010 - Present
PNC Private Client Group   November 2007 - August 2010
McFadden Financial   June 2005 - November 2007
Chase  February 2003 - February 2005
Peruzzi Nissan   2000 - 2003

Education
Holy Family University   2008 — 2010
M.B.A, Finance

Bucks County Community College
A.A, Business Management

Kutztown University of Pennsylvania
BS, Economics

Pennsbury High School

Janet James Janet James Pittsburgh, Pennsylvania Details
Janet James's PNC Private Client Group Experience May 2009 - June 2013
Job Business Banking/ Premier Relationship Manager, Asst Vice President, Citizens Bank
Industry Financial Services
Experience
Citizens Bank  June 2013 - Present
PNC, Private Client Group  May 2009 - June 2013
A. G. Edwards & Sons (now known as Wells Fargo Advisors   March 2005 - October 2008
Duquesne University  January 1998 - March 2005

Skills
Financial Services, Wealth Management, Finance, Consumer Lending, Mutual Funds, Investments, Strategy, Banking, Management, Strategic Planning, Public Speaking, Retirement Planning, Program Management, Financial Analysis

Education
Antioch College
Bachelor's degree, Business and Psychology

Case Western Reserve University
MSSA

University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA

John Ventura John Ventura Greater Philadelphia Area Details
John Ventura's PNC Private Client Group Experience October 2011 - May 2015
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  May 2015 - Present
PNC Private Client Group   October 2011 - May 2015
Wells Fargo Bank  September 2010 - October 2011
Prudential Financial  June 2007 - September 2010
SEI  March 2007 - July 2007

Education
Penn State University   2002 — 2006
BS, Finance

Ed Newsom Ed Newsom Greater Atlanta Area Details
Ed Newsom's PNC Private Client Group Experience October 2012 - February 2014
Job SVP, Premier Banker Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  February 2014 - Present
PNC Private Client Group   October 2012 - February 2014
Wells Fargo  July 2008 - September 2012
Countrywide Home Loans  January 2007 - July 2008
Home123  June 2005 - January 2007
Accredited Home Lenders  October 2003 - June 2005
Asset Direct Mortgage   October 2002 - October 2003
HomeGold Mortgage Inc   September 2001 - October 2002
HomeGold Financial  2001 - 2002
Banc One Finanacial Services   1996 - 1998

Skills
Underwriting, Recruiting, Training, District, Negotiation, B2B, Start-ups, Profit, Mortgage Lending, Credit, Loans, Banking, Branch Management, Sales Management, Mortgage Banking, Sales, FHA, Budgets, Leadership, Management, Loan Origination, Finance, Retail Banking, Portfolio Management, Credit Analysis, Marketing, Refinance, Small Business Lending, Coaching, Consumer Lending, Commercial Lending, Residential Mortgages, Business Planning, Lines Of Credit, Real Estate, Relationship Management

Education
Cornell University - S.C. Johnson Graduate School of Management   2000 — 2000
Non-Degree Program, Industrial Labor Management, N/A

Expert Rating Personal Trainer Certification
CPT, Certified Personal Trainer

Arsenal Technical H.S.

David Atlas David Atlas New York, New York Details
David Atlas's PNC Private Client Group Experience October 2009 - June 2010
Job Compliance Attorney, New York City Economic Development Corporation
Industry Legal Services
Experience
New York City Economic Development Corporation  August 2014 - Present
New York State Department of Financial Services  May 2013 - August 2013
17th Judicial Circuit Court of Florida, Honorable Alan R. Marks   May 2012 - August 2012
E*TRADE Financial  May 2011 - August 2011
PNC Private Client Group   October 2009 - June 2010
Lambda Chi Alpha  May 2008 - May 2009

Skills
Legal Research, Legal Writing, Public Speaking, PowerPoint, Financial Analysis, Microsoft Office, Fundraising, Customer Service, Microsoft Excel, Event Management, Legal Documents, Negotiation, Data Analysis, Leadership, Microsoft Word, Management, Analysis, Contract Negotiation, Market Research, Access, Due Diligence, Mergers & Acquisitions, Commercial Lending, Securities, Corporate Finance, Corporate Law, Corporate Governance

Education
Emory University School of Law   2012 — 2014
Juris Doctor Candidate (J.D.), Law

University of Central Florida   2005 — 2010
Bachelor of Science, Business Administration Finance Track

AJMLS

Nicholas Rounds Nicholas Rounds Greater Philadelphia Area Details
Nicholas Rounds's PNC Private Client Group Experience April 2009 - February 2011
Job Senior Relationship Manager, Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth  November 2013 - Present
PNC Wealth Management  March 2012 - November 2013
PNC Wealth Management  February 2011 - March 2012
PNC Private Client Group   April 2009 - February 2011
Bank of America Premier Banking & Investments  February 2008 - April 2009
PNC Private Client Group   June 2005 - February 2008
PNC  September 2004 - June 2005

Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending

Education
Muhlenberg College   1999 — 2003
Bachelor of Arts

J. Brian Miller, CFP® J. Brian Miller, CFP® Louisville, Kentucky Area Details
J. Brian Miller, CFP®'s PNC Private Client Group Experience August 2010 - February 2012
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

Jonathan Eul, CFP® Jonathan Eul, CFP® Greater Atlanta Area Details
Jonathan Eul, CFP®'s PNC Private Client Group Experience August 2010 - 2014
Job Vice President, Channel Development Advisor PNC Wealth Management
Industry Financial Services
Experience
PNC - Private Client Group  August 2010 - 2014
National City  2006 - 2010
Provident Bank  1999 - 2005

Education
Thomas More College   2000 — 2002
MBA

University of Kentucky   1994 — 1998

Ben Swallow Ben Swallow Greater Pittsburgh Area Details
Ben Swallow's PNC Private Client Group Experience May 2010 - Present
Job Relationship Manager at PNC Private Client Group
Industry Banking
Experience
PNC Private Client Group   May 2010 - Present
PNC Bank, Adams Twp   May 2010 - Present
PNC  November 2009 - May 2010
PNC Bank  January 2008 - May 2010
National City Bank  January 2004 - November 2009
National City Bank  January 2004 - January 2008
Erie Insurance  January 2003 - January 2004

Education
Geneva College   1999 — 2003

Geneva College
B.S.B.A, Accounting; Finance Business Core

Andrew Brace Andrew Brace Columbus, Ohio Area Details
Andrew Brace's PNC Private Client Group Experience 2009 - May 2013
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

Philip Attardi Philip Attardi Greater Philadelphia Area Details
Philip Attardi's PNC Private Client Group Experience January 2011 - Present
Job Relationship Manager PNC Private Client Group
Industry Banking
Experience
PNC Private Client Group   January 2011 - Present
Northwestern Mutual  November 2008 - December 2010
Cherry Hill Toyota   January 2001 - May 2008

Education
Saint Joseph's University   1992 — 1996

Vincent John Bona Vincent John Bona Greater Philadelphia Area Details
Vincent John Bona's PNC Private Client Group Experience February 2015 - Present
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC Private Client Group   February 2015 - Present
Wells Fargo Advisors  June 2014 - February 2015
Wells Fargo  November 2013 - February 2015
Wells Fargo  March 2013 - November 2013
Radio Shack  September 2012 - March 2013
Self Employed  December 2009 - September 2012

Education
Pennsylvania State University-Penn State Abington   2004 — 2009
Bachelor's Degree, Business

Central Bucks High School East   2001 — 2004
High School