PNC Private Client Group
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PNC Private Client Group Employees
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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