PNC Wealth Management

Industry: Bank holding company

Description

PNC 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

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PNC Wealth Management Employees

Employee
Years
Job
Industry
Harvey Hutchinson, Esq., CFP, CEBS, CTFA Harvey Hutchinson, Esq., CFP, CEBS, CTFA Birmingham, Alabama Details
Harvey Hutchinson, Esq., CFP, CEBS, CTFA's PNC Wealth Management Experience September 2012 - Present
Job
Industry Financial Services
Experience
PNC Wealth Management   September 2012 - Present
Kinsight, LLC   January 2011 - August 2012
Columbus Bank & Trust  January 2007 - September 2010
Feld Hyde   September 2005 - January 2007
Lyons, Pipes & Cook   January 2003 - September 2005
Regions Bank  January 2000 - January 2003
Community Bank  January 1999 - January 2000
Electronic Data Systems, Inc  January 1997 - January 1999

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Financial Planning, Investments, Finance, Wealth Management, Management, Securities, Risk Management, Financial Planners, Financial Services, Microsoft Word, Wealth Management..., Wealth, Retirement, Trusts, Pensions

Education
The University of Alabama School of Law   2003 — 2005
LLM

Regent University School of Law   1993 — 1996
JD

University of South Alabama   1991 — 1993
M.Ac.

Auburn University   1990 — 1991
MBA

Auburn University   1988 — 1990
BS

Jasin Nesmith Jasin Nesmith Atco, New Jersey Details
Jasin Nesmith's PNC Wealth Management Experience August 2013 - Present
Job Operations Business Analyst at PNC Wealth Management
Industry Military
Experience
PNC Wealth Management   August 2013 - Present
NJ Air National Guard  March 2009 - Present
NJ Air National Guard  February 2012 - August 2013
NJ Air National Guard  October 2007 - March 2009
United States Air Force  October 2003 - October 2007

Skills
Training, Leadership, Program Management, Management, Analysis, Customer Service, Financial Analysis, Auditing, Accounting, Accounts Payable, Finance, Interviews, Managerial Finance, Aircraft, Process Improvement, Team Leadership

Education
Thomas Edison State College   2013 — 2014
Bachelor of Science (B.S.), Finance, General

Camden County College   2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General

Bassem Sam Tabet Bassem Sam Tabet West Long Branch, New Jersey Details
Bassem Sam Tabet's PNC Wealth Management Experience March 2013 - May 2014
Job Branch Manager 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2014 - Present
PNC Wealth Management   March 2013 - May 2014
Sejong Financial LLC   May 2011 - March 2013
Sejong Insurance Agency, LLC   January 2011 - March 2013
Starbucks  June 2011 - October 2012
JPMorgan Chase  August 2008 - June 2011
J.P. Morgan Chase Bank   January 2008 - January 2011
Hudson News Distributors  July 2005 - June 2008
Prudential Financial of America   January 2008 - January 2008
others  June 2002 - 2002

Skills
Customer Service, Coaching, Retail, Customer Satisfaction, Credit, Time Management, Hiring, Inventory Management, Loss Prevention, Retail Management, Customer Relations, Cash Handling, Merchandising, Microsoft Office, Outlook, Profitability, Teamwork, Process Scheduler, Loans, Investments, Word, Profit, Store Management, Scheduling, P&L, Budgeting, Excel, Sales Management, Forecasting, Team Building, Accountability, Customer Experience, Problem Solving, Deposits, Banking, Product Knowledge, Inventory Control, Supervisory Skills, Profit & Loss Management, Outstanding Customer..., Team Leadership, Negotiation, Private Banking, Money Management, Professional..., Cooking, Entertainment, Sales, Management, Finance

Education
Pillar College   2010 — 2016
Associate’s Degree, Business Administration and Management, General, 3.60

Middlesex County College   2009 — 2010
business/financial

Cheonggang Academy

Middlesex County College

James Hohn James Hohn Greater New York City Area Details
James Hohn's PNC Wealth Management Experience 1994 - 1998
Job Director of Planned Giving at Rowan University
Industry Philanthropy
Experience
Rowan University  2015 - Present
Philanthropic Giving Resources   2008 - Present
Nonprofit Tax Resources   January 2011 - Present
Meridian Health  2006 - 2008
Alzheimer's Association, National Office   2003 - 2006
Merrill Lynch Trust Company  2000 - 2002
Seton Hall University  1998 - 2000
PNC Wealth Management   1994 - 1998
Wachovia  1988 - 1994

Skills
Philanthropy, Planned Giving, Board Development, Fundraising, Non-profits, Stewardship, Capital Campaigns, Prospect Research, Strategic Planning, Public Speaking, Moves Management, Public Relations, Proposal Writing, Nonprofits, Charities, Annual Giving, Endowments, Grant Writing, Community Development, Alumni Relations, Non-profit..., Non-profit Board..., Gifts, Leadership, Board Relations, Fundraisers, Leadership Development, Resource Development, Non-profit Consulting, Cause Marketing

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2011
miniMBA, Social Media Marketing

City University of New York City College
BA, Industrial and Organizational Psychology

Fairleigh Dickinson University
MBA, Marketing

Allen Wright Allen Wright Indianapolis, Indiana Area Details
Allen Wright's PNC Wealth Management Experience May 2012 - Present
Job Vice President, Sr. Relationship Manager PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   May 2012 - Present
Bank of America Merrill Lynch  2006 - May 2012
Lilly Endowment   2000 - 2006
Indianapolis Neighborhood Housing Partnership  1996 - 2000
Huntington National Bank  1993 - 1996

Education
Butler University   1997 — 1999
MBA

University of Kentucky   1984 — 1988
Bachelor of Business Administration (BBA), Major- Finance

Tom Terhaar Tom Terhaar Harrisburg, Pennsylvania Area Details
Tom Terhaar's PNC Wealth Management Experience May 2011 - October 2014
Job Investment Consultant at Conrad Siegel Investment Advisors, Inc.
Industry Financial Services
Experience
Conrad Siegel Investment Advisors, Inc.   November 2014 - Present
PNC Wealth Management   May 2011 - October 2014
Wells Fargo  2004 - 2011
Merrill Lynch  1993 - 2004

Skills
Finance, Portfolio Management, Risk Management, Retirement Planning, Credit, Investments

Education
Canisius College
BS

David Warren David Warren Harrisburg, Pennsylvania Area Details
David Warren's PNC Wealth Management Experience September 2009 - April 2011
Job President and CEO at Bridgeford Trust
Industry Financial Services
Experience
Bridgeford Trust Company   July 2012 - Present
PNC Wealth Management   September 2009 - April 2011
BNY Mellon  April 2007 - September 2009
Barley Snyder  2001 - 2004

Skills
Investments, Strategic Planning, Business Strategy, Portfolio Management, Strategic Financial..., Asset Managment, Equities, Wealth Management, Financial Advisory, Leadership, Asset Management, High Net Worth..., Wealth, Wealth Management..., Financial Services, Retirement Planning, Trusts, Executive Management, Credit, Insurance, Business Development, 401k, Asset Allocation, Investment Strategies, Nonprofits, Retirement, Alternative Investments, Venture Capital, Mutual Funds, Finance, Commercial Lending, Asset Protection, Marketing, Trust Services, Series 7, Loans, Investment Advisory, Investment Management, Fixed Annuities, Series 63

Education
Suffolk University Law School   1995 — 1998
Doctor of Law (J.D.), Law

Albright College   1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Political Science and Government

Robin Shelton Robin Shelton Pittsburgh, Pennsylvania Details
Robin Shelton's PNC Wealth Management Experience July 2003 - September 2012
Job Quality Assurance Business Analyst at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services  September 2012 - Present
PNC Wealth Management   July 2003 - September 2012
AAA East Central  January 2000 - July 2003

Skills
Quality Center, User Acceptance Testing, Quality Assurance, SDLC, Software Quality..., Banking, Business Requirements, System Testing, Regression Testing, Test Planning, Waterfall, Defect Tracking, Test Management, Test Cases, Business Analysis, Requirements Gathering, Process Improvement, Requirements Analysis, QTP, Software Documentation, Visio, SQL, Access, Databases, SharePoint, Testing, Oracle, Business Process, Systems Analysis

Education
Point Park University   2010 — 2012
Bachelor of Science (BS), Information Technology

Bradford School   1996 — 1998
Associate of Science (A.S.), Computer Applications and Programming

Kevin Schuster Kevin Schuster San Francisco Bay Area Details
Kevin Schuster's PNC Wealth Management Experience June 2010 - August 2010
Job Director of Growth at VOTO Mobile
Industry Information Technology and Services
Experience
VOTO Mobile   January 2015 - Present
Global Shapers Community  August 2014 - Present
VOTO Mobile   August 2013 - December 2014
Meltwater Entrepreneurial School of Technology  July 2012 - July 2013
Meltwater Entrepreneurial School of Technology  July 2011 - June 2012
Operation Ho Ho Ho   November 2008 - January 2011
PNC Wealth Management   June 2010 - August 2010
Commonwealth of Massachusetts  June 2008 - August 2008
Children's Hospital Boston  June 2006 - August 2007

Skills
Start-up Consulting, Business Planning, Sub-Saharan Africa, Business Strategy, Market Research, Financial Modeling, Data Analysis, Project Management, Early-stage Startups, Pricing Strategy, Business Writing, Entrepreneurship, Research, Start-ups, Business Development, Social Media, Marketing Strategy, E-commerce, Strategy, Social Media Marketing, Leadership, Marketing, Venture Capital, Analysis, Analytics, Social Networking, Training, B2B

Education
Boston College   2007 — 2011
BA, Economics

Mickey Kittredge Mickey Kittredge Troy, Michigan Details
Mickey Kittredge's PNC Wealth Management Experience December 2013 - Present
Job Channel Development Advisor, Wealth Management
Industry Banking
Experience
PNC Wealth Management   December 2013 - Present
PNC Bank  June 2013 - December 2013
PNC bank  November 2010 - June 2013
PNC Bank  August 2008 - October 2010

Skills
Banking, Investments, New Business Development, Commercial Lending, Strategic Financial..., Customer Acquisition, Customer Retention, Customer Engagement, Personal Finance, Business Development, Finance, Strategy, Management, Marketing, Wealth Management, Financial Planning

Education
Central Michigan University   2003 — 2008
Bachelor of Business Administration (BBA), Marketing & Sales Management

John Krzeminski John Krzeminski Greater Philadelphia Area Details
John Krzeminski's PNC Wealth Management Experience July 2014 - September 2014
Job Retirement Sales Consultant Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group  November 2014 - Present
PNC Wealth Management   July 2014 - September 2014
Vanguard  July 2011 - June 2014
Vanguard  March 2008 - July 2011
UNITE HERE  October 2005 - April 2007
USMC  August 1995 - August 1999

Skills
Sales Strategy, Defined Contribution, Creative Problem Solving, Research & Analysis, Retirement Plan..., Mutual Funds, Writing and Editing, Defined Benefit, Project Management, Business Process..., Mentoring, Retirement Plan..., Leadership

Education
Cornell University   2003 — 2005
MILR, Industrial & Labor Relations

California State University-Fullerton   2001 — 2003
BA, Political Science

Mt. San Antonio College   1999 — 2001
General Studies

Dino Camomot Dino Camomot Louisville, Kentucky Area Details
Dino Camomot's PNC Wealth Management Experience June 2010 - September 2011
Job Member at Apple Gardiner Camomot, PLLC
Industry Law Practice
Experience
Apple Gardiner Camomot, PLLC   June 2014 - May 2015
Pitt & Frank, PSC   November 2011 - April 2014
USAA Bank  November 2011 - 2012
PNC Wealth Management   June 2010 - September 2011
National City Mortgage  October 2004 - March 2010
National City Bank  June 1997 - September 2004
Bank One, Kentucky/Liberty National Bank and Trust Company   November 1992 - May 1997

Skills
Commercial Banking, Estate Planning, Trusts, Wills, Real Estate, Mortgage Banking, Corporate Law, Commercial Lending, Loan Documentation, Commercial Litigation, Contract Negotiation, Capital Markets, Banking Law, Risk Management, Securitization, Construction Loans, Banking, Loan Servicing, Corporate Governance, Compliance

Education
Louis D. Brandeis School of Law at the University of Louisville   1989 — 1992
Juris Doctorate, Law

Centre College   1986 — 1989
BS, Economics

Trinity High School   1981 — 1985

C.J. Robinson C.J. Robinson Seattle, Washington Details
C.J. Robinson's PNC Wealth Management Experience August 2010 - June 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
PNC Wealth Management   August 2010 - June 2014
Branch Banking and Trust  August 2005 - August 2010
Waddell & Reed  May 2003 - August 2005
Aflac  June 2002 - May 2003

Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Estate Planning, Insurance, Banking, Investment Advisory, Strategic Financial..., Series 7, Life Insurance, Credit, Asset Allocation, Financial Analysis

Education
Bellarmine University   1998 — 2002
Bachelor, Computer Science

Brooks Courtright Brooks Courtright Greater Chicago Area Details
Brooks Courtright's PNC Wealth Management Experience October 2013 - December 2013
Job Customer Support at Groupon
Industry Internet
Experience
Groupon  April 2014 - Present
Groupon  December 2013 - Present
PNC Wealth Management   October 2013 - December 2013
Total Fitness  April 2013 - June 2013
BMO Harris Bank  August 2012 - April 2013
Northwestern Mutual  2012 - September 2012
Best Buy  July 2011 - February 2012
Near West Side Community Development Corp.   July 2011 - November 2011

Skills
Highly Analytical, Creative Writing, Research, Public Speaking, Sales, Music Journalism, Political Research, Leadership, Politics, Gluten Intolerance

Education
Bradley University   2007 — 2011
B.S., Political Science, Psychology

Danish Institute for Study Abroad   2010 — 2010
European Politics, Human Rights in Africa, Russian Literature

Brian Eberhardt Brian Eberhardt Cleveland/Akron, Ohio Area Details
Brian Eberhardt's PNC Wealth Management Experience August 2012 - July 2013
Job Advisor Operations Senior Analyst at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors  July 2013 - Present
PNC Wealth Management   August 2012 - July 2013
Apprisen Financial   April 2011 - August 2012
US Army  September 2003 - September 2011
The Ciulla Group LLC   May 2005 - April 2011

Education
Cleveland State University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Bowling Green State University
Business Administration and Management

Brandon Norton Brandon Norton Louisville, Kentucky Area Details
Brandon Norton's PNC Wealth Management Experience June 2013 - Present
Job PNC Asset Management Group
Industry Investment Management
Experience
PNC Wealth Management   June 2013 - Present
Pareto Realty   October 2010 - January 2013
DFAS  2012 - 2012
Divine Indulgence LLC   February 2006 - August 2009
US Army  November 1991 - January 2006

Skills
Contract Negotiation, Leadership, Sales, Training, Selling, Real Estate, Real Estate Development, Strategic Planning, Business Strategy, New Business Development, Real Estate Economics, Property Management, Negotiation, Banking, Start-ups, Real Estate Transactions, Project Planning, CRM, Entrepreneurship, Human Resources, Investments, Relocation, Financial Analysis, Consumer Lending

Education
PNC Bank University   2014 — 2014

America Bankers Association   2013 — 2013

Omega Institute   2013 — 2013
Fundamental Analysis for Commerical Lending to Businesses

Tennessee State University   2009 — 2013
Business Adminstration, Finance

Tennessee Real Estate Educational Systems Nashville, TN   2009 — 2009
Finance, General

Janie Spitznagel Janie Spitznagel Louisville, Kentucky Area Details
Janie Spitznagel's PNC Wealth Management Experience July 1999 - December 2011
Job Realtor at Semonin Realtors
Industry Real Estate
Experience
Semonin Realtors  March 2012 - Present
PNC Wealth Management   July 1999 - December 2011
Hilliard Lyons  May 1991 - July 1999

Skills
Investments, Real Estate, Estate Planning, Asset Managment, Portfolio Management, Investment Strategies, Asset Management, Loans, Investment Advisory, Mortgage Lending, Financial Analysis, Strategic Financial..., Retirement Planning, Insurance, Wealth Management, Small Business, First Time Home Buyers, Investment Properties, Relocation

Education
Bellarmine University

Providence High School

Joseph Waronka Joseph Waronka Sun City Center, Florida Details
Joseph Waronka's PNC Wealth Management Experience 1973 - 1995
Job
Industry Investment Management
Experience
PNC Wealth Management   1973 - 1995

Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Series 7, Equities, Alternative Investments, Private Equity, Capital Markets

Education
Babson College   1966 — 1969
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

Babson College   1960 — 1963
BSBA, Accounting and Finance

Katie Sheehan, CFA Katie Sheehan, CFA Cleveland/Akron, Ohio Area Details
Katie Sheehan, CFA's PNC Wealth Management Experience August 2010 - Present
Job Investment Strategist, AVP
Industry Research
Experience
PNC Wealth Management   August 2010 - Present

Skills
Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Finance, Wealth Management, Bloomberg Terminal, Credit

Education
Cleveland State University   2010 — 2012
MBA, Finance

Cleveland State University   2009 — 2010
BBA, Finance

Nora (Nora Curley Peace) Peace Nora (Nora Curley Peace) Peace Greater Pittsburgh Area Details
Nora (Nora Curley Peace) Peace's PNC Wealth Management Experience September 2006 - December 2013
Job Peace Dental Consulting
Industry Legal Services
Experience
Peace Dental Consulting   January 2014 - Present
Peace Dental   1992 - Present
Meadow Professional Complex   January 1982 - Present
PNC Wealth Management   September 2006 - December 2013
Peace Law Office   January 1993 - September 2006
JW Rice Construction   January 1982 - December 1987
Jeffrey W. Rice, Oral Maxillofacial Surgery, PC   January 1981 - December 1986

Skills
Estate Planning, Estate Administration, Trusts, Estate Law, Wills, Estate Tax Planning, Legal Research, Tax Law, Asset Protection, High Net Worth..., Wealth Management..., Investment Advisory, Alternative Investments, Asset Management, Investment Management, Investment Strategies, Banking, Retirement Planning, Trust Services, Wealth Management, Retirement, Asset Allocation, Small Business, Investments, Mergers & Acquisitions, Strategic Financial..., Mutual Funds, Financial Planning, Wealth, Management

Education
Duquesne University   1989 — 1992
JD, Law

Chatham University   1976 — 1980
BS, Biology

Ken Slaney CPA, CFP Ken Slaney CPA, CFP Erie, Pennsylvania Area Details
Ken Slaney CPA, CFP's PNC Wealth Management Experience February 2010 - Present
Job Vice President Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   February 2010 - Present
Erie Regional Chamber & Growth Partnership  2006 - 2012
Erie Regional Chamber & Growth Partnership  2006 - 2012
Northwest Savings Bank  July 2005 - February 2010
PNC Advisors  June 1990 - January 2004

Skills
Investments, Portfolio Management, Retirement Planning, Credit, Insurance, Wealth Management, Risk Management, Management, Estate Planning, Accounting, Relationship Management, Loans, Strategic Financial..., Banking, Financial Analysis, Strategic Planning, Asset Allocation, Finance, Series 7, Asset Management, Asset Managment, Credit Analysis, Mutual Funds, Mortgage Lending, Investment Advisory, Underwriting, Securities, Retirement, Mergers & Acquisitions, Financial Modeling, Wealth Management..., Life Insurance, Investment Management, Trust Services, Certified Financial..., High Net Worth..., Alternative Investments, Financial Planners, Pensions, Due Diligence, Financial Planning

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1984 — 1985
MBA

Clarion University of Pennsylvania   1979 — 1983
Bachelors of Science, Finance

Sam Gold Sam Gold Pittsburgh, Pennsylvania Details
Sam Gold's PNC Wealth Management Experience May 2014 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   May 2014 - Present
PNC  January 2012 - May 2014

Skills
Accounting, Trusts, Estate Planning, Forensic Accounting, Radio Broadcasting, Employee Training, Tax Accounting, Trust Management, Cost Accounting, Teaching, Project Accounting, Project Management, Microsoft Office, Oracle Applications, Mainframe, Visual Basic, Lotus Notes, Customer Service, Intranet, Courts, Filing, Guardianship, Personal Trust...

Education
Carlow University   2014 — 2016
Master of Business Administration (M.B.A.)

University of Pittsburgh-Johnstown   2008 — 2011
Bachelor of Arts (B.A.), Accounting

Joyce Salizzoni Joyce Salizzoni Canonsburg, Pennsylvania Details
Joyce Salizzoni's PNC Wealth Management Experience August 2007 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   August 2007 - Present

Education
York College of Pa   1986 — 1988
Associate of Science (A.S.), Real Estate Development

California University of Pennsylvania
Bachelor of Science and Technology, Legal Studies, General

Jonathan Horgan, CFA, CAIA Jonathan Horgan, CFA, CAIA Washington D.C. Metro Area Details
Jonathan Horgan, CFA, CAIA's PNC Wealth Management Experience December 2012 - Present
Job Vice President and Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   December 2012 - Present
Gallagher Fiduciary Advisors, LLC   March 2005 - December 2012
Bank Boston Capital Markets   June 1998 - April 1999
International Fund Services  March 1994 - June 1998
Dean Witter Reynolds  September 1992 - March 1994

Skills
Due Diligence, Investment Advisory, Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Asset Allocation, Portfolio Management, Portfolio Optimization, Equity Research, Fixed Income Research, Quantitative Analysis, Qualitative Research, Project Planning, Public Speaking, Analytical Writing, Relationship Cultivation, Marketing Communications, Strategic Communications, Series 7, Fixed Income Analysis, Quantitative Analytics, Capital Markets, Investments, Equities, Asset Management, Fixed Income

Education
Boston University Questrom School of Business   2001 — 2002
MS, Investment Management

D'Amore-McKim School of Business at Northeastern University   1999 — 2001
MBA, Finance

College of the Holy Cross   1988 — 1992
BA, English

Fordham Preparatory   1984 — 1988

Ken Steinmiller Ken Steinmiller Greater Pittsburgh Area Details
Ken Steinmiller's PNC Wealth Management Experience September 2007 - March 2009
Job Permit Specialist/Leasing Coordinator at PPG Architectural Coatings.
Industry Commercial Real Estate
Experience
PPG Industries  June 2014 - Present
Verizon Enterprise Solutions  April 2013 - May 2014
Verizon Wireless  August 2012 - April 2013
Verizon Wireless  November 2009 - August 2012
PNC Investments  March 2009 - June 2009
PNC Wealth Management   September 2007 - March 2009
SingleSource Property Solutions LLC  April 2007 - September 2007
SingleSource Property Solutions LLC  October 2006 - March 2007

Skills
Permit Compliance, Business License, Store Operations, Oracle, Time Management, SAP, Access, Multi Tasking, Microsoft Office, Microsoft Excel, Microsoft Word, Professional Ethics, Team Motivation, Self-management, Call Centers, Customer Satisfaction, Troubleshooting, Customer Service, Customer Retention, Wireless, Customer Experience, Telecommunications, VoIP, Vendor Management, Direct Sales, Outlook, Mobile Devices, LTE, Team Leadership, Account Management, A+ Certified

Education
Clarion University of Pennsylvania   2002 — 2006
Bachelor's degree, Communications

Seneca Valley HS

Sabrina Burns Sabrina Burns Raleigh, North Carolina Details
Sabrina Burns's PNC Wealth Management Experience December 2013 - Present
Job Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   December 2013 - Present
People's United Bank  March 2010 - November 2013

Skills
Investment Management, Banking, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Investment Advisory, Securities, Commercial Banking, Investment Strategies, Credit

Education
Babson College   2013 — 2014
New England School of Financial Studies

SUNY Geneseo   2002 — 2006
Bachelor of Science, Business Administration

Mark Peloquin Mark Peloquin Baltimore, Maryland Area Details
Mark Peloquin's PNC Wealth Management Experience April 2011 - September 2013
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2013 - Present
PNC Wealth Management   April 2011 - September 2013
PNC Bank  June 2009 - April 2011
T. Rowe Price  April 2007 - June 2009
Legg Mason  2002 - 2007

Skills
Customer Service, Strategic Planning, Budgets, Series 7, Series 66, Retirement Planning, Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Sales, Uniform Combined State..., Wealth Management

Education
University of Baltimore   1990 — 1993
Bachelor of Science (B.S.), Business Management

Catonsville Community College   1987 — 1990
Associate of Arts (A.A.), Business Administration

Catherine Henry Catherine Henry Camp Hill, Pennsylvania Details
Catherine Henry's PNC Wealth Management Experience February 2014 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   February 2014 - Present
Salisbury University, IT Help Desk   August 2012 - December 2013
PNC Wealth Management   June 2013 - August 2013
Sherwood of Salisbury  May 2011 - August 2012
Crofton Children Centre   March 2007 - 2010

Skills
Training, Access, Marketing, Customer Service, Learning Quickly, Software Documentation, Time Management, Data Entry, Teamwork, Telephone Skills, Facebook, Social Networking, PowerPoint, Social Media

Education
Salisbury University - Perdue School of Business   2010 — 2013
Information Systems and Marketing

Anne Arundel Community College   2009 — 2009

Megan Burdelsky Megan Burdelsky Greater Pittsburgh Area Details
Megan Burdelsky's PNC Wealth Management Experience August 2010 - October 2011
Job Senior Planned Giving Officer at Allegheny College
Industry Fund-Raising
Experience
Allegheny College  October 2014 - Present
Pittsburgh Institute of Mortuary Science   July 2009 - Present
University of Pittsburgh  October 2011 - October 2014
PNC Wealth Management   August 2010 - October 2011
PNC Bank  July 2008 - August 2010

Skills
Nonprofits, Legal Research, Planned Giving, Philanthropy, Asset Allocation, Commercial Litigation, Estate Planning, Fundraising, Westlaw

Education
Duquesne University School of Law   2004 — 2007
J.D.

Allegheny College   2000 — 2004
B.A., Political Science

Cheryl Rose, CFP, CFA Cheryl Rose, CFP, CFA Cincinnati Area Details
Cheryl Rose, CFP, CFA's PNC Wealth Management Experience July 2011 - April 2015
Job Senior Vice President at Hawthorn PNC Family Wealth
Industry Financial Services
Experience
Hawthorn PNC Family Wealth  April 2015 - Present
PNC Wealth Management   July 2011 - April 2015
Fifth Third Bancorp  January 2010 - March 2011
Fifth Third Bancorp  January 2008 - January 2010
FTAM   January 2005 - December 2007
Fifth Third Bank Cincinnati   December 2002 - December 2004
Fifth Third Bank  April 1999 - December 2002
McDonald Investment   April 1998 - April 1999
The Ohio Company  December 1991 - April 1998

Education
Capital University
Bachelor of Arts, Investment Management

Keith Aleardi,CFA Keith Aleardi,CFA Greater Philadelphia Area Details
Keith Aleardi,CFA's PNC Wealth Management Experience May 2002 - November 2011
Job EVP & Chief Investment Officer @ Fulton Financial Advisors
Industry Investment Management
Experience
Fulton Financial Advisors/Clermont Wealth Strategies   November 2011 - Present
PNC Wealth Management   May 2002 - November 2011
Deutsche Asset Management  February 2000 - May 2002
SEI Investments  March 1995 - May 2000

Skills
Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies, Investments, Investment Advisory, Asset Management, Financial Markets, Relationship Management, Wealth Management..., Retirement Planning, Hedge Funds, Mutual Funds

Education
Boston University   2006 — 2008
MS, Finance

Ursinus College   1985 — 1989
BA, Economics

St. Joseph's Prep   1981 — 1985

Casey Crytzer Casey Crytzer Greater Pittsburgh Area Details
Casey Crytzer's PNC Wealth Management Experience September 2012 - Present
Job Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   September 2012 - Present
PNC Wealth Management   April 2008 - September 2012
PNC Bank  March 2003 - April 2008

Education
Allegheny College
Bachelor of Arts (B.A.), History

Duquesne University School of Law
Juris Doctor, Law

Freeport Area High School

H Scott Cunningham H Scott Cunningham Greater Pittsburgh Area Details
H Scott Cunningham's PNC Wealth Management Experience April 2007 - Present
Job Regional Managing Director at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   April 2007 - Present

Education
University of Pittsburgh School of Law   1987 — 1990
J.D., Law

Carnegie Mellon University   1980 — 1982
MS, Public Management & Policy

Penn State University   1976 — 1980
BS, Economics

Dale Louden Dale Louden Indianapolis, Indiana Area Details
Dale Louden's PNC Wealth Management Experience November 2014 - Present
Job Vice President, Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   November 2014 - Present
Stock Yards Bank & Trust  September 2012 - October 2014
JP Morgan Chase  2010 - September 2012
Lucas Outdoor Advertising   2003 - 2010
Union Federal Bank  1993 - 2003
INB National Bank  1986 - 1993

Skills
Banking, Portfolio Management, Loans, Commercial Banking, Commercial Lending, Credit, Finance, Lines Of Credit, Small Business Lending, Mortgage Lending, Consumer Lending, Loan Origination, Credit Analysis, Wealth Management, Treasury Management, Private Banking, Mortgage Banking, Refinance, Underwriting, Commercial Mortgages

Education
Ball State University   1981 — 1985
Finance & Economics

South Decatur Junior Senior High School

Kaila Wrona Kaila Wrona Cleveland/Akron, Ohio Area Details
Kaila Wrona's PNC Wealth Management Experience December 2007 - January 2013
Job .
Industry Financial Services
Experience
Kenneth A. De Luca, Ph.D. & Associates, Inc.   August 2002 - Present
PNC Wealth Management   December 2007 - January 2013

Skills
Wealth Management, Banking

Education
Baldwin Wallace University   2003 — 2007
BA, Business Administration

Joyce A. Libby Joyce A. Libby Harrisburg, Pennsylvania Area Details
Joyce A. Libby's PNC Wealth Management Experience October 2003 - March 2008
Job Principal, EHD Advisory Services, Inc.
Industry Financial Services
Experience
EHD Advisory Services, Inc.   March 2008 - Present
PNC Wealth Management   October 2003 - March 2008
Fulton Financial Corporation  October 2000 - October 2003

Skills
Investment Advisory, Financial Services, Wealth, Wealth Management, Estate Planning, Retirement Planning, Investments, Investment Strategies, Certified Financial..., Strategic Financial..., Personal Finance, Customer Service, Financial Goals

Education
Alvernia College   1990 — 1992
BA, Accounting and Management

Derek Hamilton, JD, CFP® Derek Hamilton, JD, CFP® Indianapolis, Indiana Area Details
Derek Hamilton, JD, CFP®'s PNC Wealth Management Experience March 2012 - August 2014
Job FeeOnly Financial Planner
Industry Financial Services
Experience
Elser Financial Planning, Inc.   August 2014 - Present
PNC Wealth Management   March 2012 - August 2014
Bingham McHale LLP  September 2007 - February 2012
Baker & Daniels  2005 - 2007
McDermott Will & Emery  August 2003 - August 2005
Office of the Governor of Indiana  1998 - 1999

Education
Stanford University Law School   2000 — 2003
Doctor of Law (JD)

Ball State University   1994 — 1998
BA, Honors College, Summa cum laude

University of Georgia - Terry College of Business   2012 — 2013
Certificate in Financial Planning, Executive Program

Frankfort Senior High School   1991 — 1994

Eric Van Buskirk Eric Van Buskirk Columbus, Ohio Details
Eric Van Buskirk's PNC Wealth Management Experience May 2013 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   May 2013 - Present
Kohler & Smith Co., LPA   November 2010 - May 2013
Kohler & Smith Co., LPA   March 2008 - November 2010

Skills
Estate Planning, Succession Planning, Retirement Planning, Insurance, Taxation, ESOP, Intellectual Property, Commercial Litigation, LLC, Estate Administration, Small Business Law, Medicaid Planning, Corporate Law, Employment Law, Legal Research, Litigation, Medicaid, Small Business, Tax, Trusts, Wills

Education
Capital University Law School   2007 — 2010
J.D., Law, Magna Cum Laude

Miami University   2003 — 2007
B.A., Public Administration, Cum Laude

Andrew J. Danylchak CFP® Andrew J. Danylchak CFP® Cleveland/Akron, Ohio Area Details
Andrew J. Danylchak CFP®'s PNC Wealth Management Experience June 2005 - Present
Job Vice President/Portfolio Investment Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   June 2005 - Present
Charles Schwab  September 1997 - June 2005

Skills
Portfolio Management, Asset Management, Holistic Financial...

Education
Ashland University   2004 — 2006
Master of Business Administration (MBA)

Kent State University   1990 — 1994
Bachelor of Business Administration, Finance

Darryl Etling Darryl Etling Cincinnati Area Details
Darryl Etling's PNC Wealth Management Experience July 2006 - December 2012
Job SVPU.S. Bank
Industry Financial Services
Experience
U.S. Bank   January 2013 - Present
PNC Wealth Management   July 2006 - December 2012
Fifth Third Bank  2004 - 2006
Mellon Private Wealth Management  1994 - 2004
Star Bank  1988 - 1992

Skills
Wealth Management..., Estate Planning, Asset Allocation, Trusts, Investments, Wealth, High Net Worth..., Alternative Investments, Portfolio Management, Mutual Funds, Investment Advisory, Private Banking, Investment Management, Succession Planning, Private Wealth..., Wealth Management

Education
Notre Dame Trust and Estate Conference   2006 — 2011

Heckerling Estate Planning Conference   1998 — 2000

ABA National Graduate School   1990 — 1991
Honors graduate

ABA National Trust School   1989 — 1989

Xavier University   1984 — 1985
Master of Business Administration (MBA), Finance and Economics

Centre College   1977 — 1981
Bachelor of Arts (BA), History

ABA Executive Trust/Private Banking School --Wharton

Jaki Boyer, J.D., LL.M. Jaki Boyer, J.D., LL.M. Wayne, Pennsylvania Details
Jaki Boyer, J.D., LL.M.'s PNC Wealth Management Experience January 2011 - Present
Job Vice President & Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   January 2011 - Present

Skills
Estate Planning, Financial Advisory, Wealth Management..., Estate Tax Planning, Mutual Funds, Strategic Financial..., Asset Allocation, High Net Worth..., Insurance, Wealth

Education
Temple University - James E. Beasley School of Law   2006 — 2008
LL.M. (in Taxation), Tax and Estate Planning

Temple University - James E. Beasley School of Law   2003 — 2006
J.D., General Law

Cedarville University   2000 — 2002
Bachelor of Arts (B.A.), Clinical Psychology

Larry Post, CPA, MST, CFP®, CIMA® Larry Post, CPA, MST, CFP®, CIMA® Cincinnati, Ohio Details
Larry Post, CPA, MST, CFP®, CIMA®'s PNC Wealth Management Experience April 2015 - Present
Job Senior Vice President/Managing Director at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   April 2015 - Present
Kaplan Professional/Xavier University   January 2007 - Present
PNC Wealth Management   June 2012 - April 2015
PNC Wealth Management   February 2011 - June 2012
PNC Wealth Management   November 2005 - February 2011
Post & Company, LLC   July 1989 - June 2005
Bentley University  January 1996 - May 2005
Arthur Andersen  July 1987 - July 1989

Skills
Estate Planning, Wealth Management, Small Business, Investment Strategies, Tax, Management, Leadership, Financial Analysis, Investments, Strategic Financial..., Banking, Strategic Planning

Education
Bentley University   1990 — 1994
MST, Taxation

Georgetown University   1983 — 1987
BSBA, Accounting

Patrick Harney, CFP(R), CISP Patrick Harney, CFP(R), CISP Greater Boston Area Details
Patrick Harney, CFP(R), CISP's PNC Wealth Management Experience October 2008 - April 2013
Job Client Advisor at Twin Focus Capital Partners LLC
Industry Financial Services
Experience
Twin Focus Capital Partners LLC  May 2013 - Present
PlayBall! Foundation   July 2004 - Present
PNC Wealth Management   October 2008 - April 2013
Cambridge Trust Company  September 2006 - October 2008
CIC Wealth Management   2002 - 2006

Skills
Notary Public, Financial Modeling, Estate Planning, Retirement Planning, Investment Advisory, Nonprofits, Financial Education

Education
Boston University   2010 — 2012
Certificate, Financial Planning

Gettysburg College   1998 — 2001
Bachelor of Arts

Phillips Exeter Academy
Post Graduate Year

Concord-Carlisle High School

Jennifer Heinle Jennifer Heinle Cleveland/Akron, Ohio Area Details
Jennifer Heinle's PNC Wealth Management Experience 2008 - Present
Job Six Sigma Black Belt at PNC Bank
Industry Banking
Experience
PNC Wealth Management   2008 - Present
National City Bank  May 2005 - May 2008
National City Bank  October 2002 - April 2005
National City Bank  May 1990 - October 2002

Skills
Six Sigma, Lean Manufacturing, Project Management, Banking, Collaborative Work..., Change Management, Leadership, Operations Management, Business Process..., Quality Assurance, Process Improvement, Coaching, Collaborative..., Business Process..., Training, Vendor Management, Risk Management, Management, Cross-functional Team..., Business Analysis

Education
Baldwin Wallace University   2006 — 2008
MBA, Master of Business Administration

University of Phoenix   2002 — 2006
BSBM, Bachelor of Science in Business Management

Kent State University   1982 — 1984
Architecture

Berea High School   1978 — 1982
College Prep

Lynda Furnari Lynda Furnari Greater Philadelphia Area Details
Lynda Furnari's PNC Wealth Management Experience October 2011 - Present
Job Senior Vice President Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   October 2011 - Present
Smoothie King  January 2010 - Present
Bowne  March 2008 - April 2010
GCom2 Solutions  September 2000 - March 2008
Merrill Corporation  December 1999 - September 2000
Merrill Corporation  July 1997 - December 1999
PictureTel Corporation  January 1995 - July 1997
J. Diamond & Co., Inc.   1987 - 1992

Skills
Asset Managment, Cross-functional Team..., CRM, Management, Leadership, Product Management, Strategic Planning, Training, Marketing, Mergers & Acquisitions, Sales, Business Intelligence, Program Management, Business Process

Education
William Paterson University of New Jersey   1985 — 1987
MBA, Finance

Bryant University   1977 — 1981
BS, Accounting

Christy Kobus, J.D., CTFA Christy Kobus, J.D., CTFA Greater Pittsburgh Area Details
Christy Kobus, J.D., CTFA's PNC Wealth Management Experience January 2011 - Present
Job Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   January 2011 - Present
Court Appointed Special Advocates of Allgheny County   May 2008 - August 2008
Variety the Children's Charity  May 2005 - August 2007

Skills
Estate Planning, Trusts, Wealth Management, Legal Research, Wills, Retirement Planning, Legal Writing, Investments, Strategic Financial..., Trust Services, Tax Law, Investment Management, High Net Worth..., Wealth Management..., Mutual Funds, Banking, Fundraising, Portfolio Management, Financial Planning, Litigation

Education
Duquesne University School of Law   2007 — 2010
Juris Doctor, Law

Bucknell University   2003 — 2007
B.A, Political Science, Philosophy, Human Geography

James Halloran James Halloran Cleveland/Akron, Ohio Area Details
James Halloran's PNC Wealth Management Experience 2010 - Present
Job Vice President PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   2010 - Present
PNC  2010 - Present
National City Bank  October 1998 - Present
Russell Energy Advisors   June 2009 - May 2010
National City Bank  October 1998 - May 2009
Financial America Securities Inc.   1986 - 1998
EY  1970 - 1980
EY  1970 - 1980

Skills
Mergers & Acquisitions, Financial Modeling, Mergers, Portfolio Management, Investments, Financial Analysis, Finance, Equities, Energy

Education
Miami University   1970 — 1970
Graduate Accounting Program

Boston University   1968 — 1969
MBA, Finance

Williams College   1964 — 1968
BA, American Civilization

Michael Brachocki, CFP Michael Brachocki, CFP Greater Pittsburgh Area Details
Michael Brachocki, CFP's PNC Wealth Management Experience September 1994 - Present
Job Senior Vice President at PNC Bank
Industry Financial Services
Experience
PNC Bank  September 1994 - Present
PNC Wealth Management   September 1994 - Present

Skills
Investment Advisory, Wealth Management, Entrepreneurship, Strategy, Finance, Marketing Strategy, Management, Leadership, Team Building, Business Planning, Financial Planning, Strategic Financial..., Small Business, Sales, Wealth Management..., High Net Worth...

Education
Adelphi University   1990 — 1992
CFP, Certified Financial Planning

State University of New York College at Oneonta   1982 — 1986
Bachelor of Science, Economics

Jordan Fowler, CFP® Jordan Fowler, CFP® Hermitage, Pennsylvania Details
Jordan Fowler, CFP®'s PNC Wealth Management Experience January 2014 - May 2015
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  May 2015 - Present
PNC Wealth Management   January 2014 - May 2015
PNC  June 2013 - January 2014
Merrill Lynch  May 2011 - August 2011

Education
Duquesne University   2014 — 2015
Executive Certificate in Financial Planning

Allegheny College   2008 — 2012
Bachelor of Arts, Managerial Economics

Ringgold High School   2004 — 2008

Moin Haque Moin Haque Greater Chicago Area Details
Moin Haque's PNC Wealth Management Experience October 1998 - September 2000
Job CERTIFIED INVESTMENT AGENT Broker, MBA, ABR, CNC, CFR, BPOR, CSC, SRS Prospect Equities Elite
Industry Financial Services
Experience
Midwest Elite   October 2013 - Present
Prospect Equities Elite   August 2011 - Present
CHARTIS  May 2005 - August 2011
Morgenthaler Venture Capital   September 2000 - September 2001
PNC Wealth Management   October 1998 - September 2000
SKRL Tool and Die Company   March 1995 - February 2000

Skills
Investment Properties, Residential, Investments, Financial Reporting, Real Estate, Sellers, Short Sales, Foreclosures, First Time Home Buyers, Negotiation, Property Management, Real Estate Transactions, Insurance, Real Estate Investment, Buyer Representation, Financial Analysis, Microsoft Office, REO, New Home Sales, Single Family Homes, Banking, Residential Homes, Reinsurance, Commercial Real Estate, Property, Townhomes, Finance, ABR, Brokerage, Loans, Leases

Education
Weatherhead School of Management at Case Western Reserve University   1999 — 2001
MBA, Finance and Investment Banking

Cleveland State University   1995 — 1999
BBA, Acconting

Cuyahoga Community College   1994 — 1997
Associate Degree, Business

Daniel Herzog Daniel Herzog Greater Detroit Area Details
Daniel Herzog's PNC Wealth Management Experience 2006 - January 2011
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  July 2015 - Present
J.P. Morgan Securities LLC   May 2014 - July 2015
Chemical Bank  December 2012 - May 2014
Wells Fargo Advisors, LLC  December 2010 - January 2013
PNC Wealth Management   2006 - January 2011
LaSalle Bank  2001 - 2005

Education
Central Michigan University   1986 — 1991
BAA, Org. Communication

Devin Cohen Devin Cohen Paramus, New Jersey Details
Devin Cohen's PNC Wealth Management Experience April 2014 - Present
Job Wealth Planner/Assistant Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2014 - Present
Steinbach & Associates, P.C.   June 2009 - April 2014
Flemming, Zulack, Williamson, Zauderer   October 2006 - February 2009
Ogletree Deakins  May 2005 - August 2005
Attorneys Title Services, A Subsidiary of First American Title Insurance Company   October 2001 - July 2003

Skills
Real Estate, Corporate Transactions, Estate Planning, Wills, Trusts, Probate, Estate Administration, Corporate Law, Employment Law, Intellectual Property, Legal Writing, Litigation, Torts, Legal Issues, Motions, Commercial Litigation, Westlaw, Class Actions, Appeals, Courts, Employment..., Depositions, Hearings, Legal Research, Trial Practice, Administrative Law, Business Litigation, Trials, Trade Secrets, Immigration Law, Family Law, Civil Litigation, Securities Regulation, Trademarks

Education
American University, Washington College of Law   2003 — 2006
JD, Law

Binghamton University   1997 — 2001
BA, Philosophy, Politics and Law

Brandon McFadden Brandon McFadden Greater Philadelphia Area Details
Brandon McFadden's PNC Wealth Management Experience December 2010 - Present
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

Susan Fisher, CFP® Susan Fisher, CFP® Greater Philadelphia Area Details
Susan Fisher, CFP®'s PNC Wealth Management Experience March 2015 - Present
Job Vice President & Sr. Trust Advisor at PNC
Industry Financial Services
Experience
PNC Wealth Management   March 2015 - Present
Pennsylvania Bankers Association  September 2014 - Present
First Savings Bank of Perkasie  January 2012 - March 2015
Villanova University  2011 - January 2012
Univest Foundation   June 2005 - June 2011
Univest  August 2002 - June 2011
Univest Corporation of PA   2002 - June 2011
North Penn United Way  January 2011 - April 2011
Wellington Village Homeowner Assn.   2004 - 2009
Univest Corporation  August 2002 - June 2005

Skills
Non-profits, Strategic Financial..., Budgets, Investment Management, Retirement, Public Speaking, Investments, Portfolio Management, Asset Managment, Estate Planning, Wealth Management, Loans, Asset Management, Credit, Nonprofits, Small Business Lending, Commercial Lending, Banking, Planned Giving, Mortgage Lending, Commercial Banking, Fixed Annuities, Consumer Lending, Financial Services, Board Development, Financial Planners, Investment Advisory, Finance, IRAs, Retirement Planning, Charities, Mutual Funds, Asset Allocation, Personal Finance, 401k, High Net Worth..., Wealth Management..., Wealth, Financial Advisory, Tax, Financial Planning, Leadership, Community Outreach

Education
American College   2007 — 2010
CFP, Certified Financial Planner

Planned Giving Certification   2006 — 2007
CGPA, Certified Gift Planning Associate

Chestnut Hill College   1989 — 1993
Masters, Education

Houghton College
B. S., Business Administration

Albert Yambor Albert Yambor Lansing, Michigan Area Details
Albert Yambor's PNC Wealth Management Experience June 2013 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   June 2013 - Present
PNC Asset Management Group  June 2013 - March 2014
PNC Investments  October 2011 - June 2013
Eagle Investment Group   August 2009 - May 2010

Education
Ashland University   2006 — 2010
BSBA, Finance and Marketing, Cum Laude

St. Edwards

Scott Sargent Scott Sargent Cleveland/Akron, Ohio Area Details
Scott Sargent's PNC Wealth Management Experience January 2007 - September 2013
Job Dedicated, disciplined and determined; providing investors the comfort which they deserve.
Industry Investment Management
Experience
FirstMerit Bank  September 2013 - Present
PNC Wealth Management   January 2007 - September 2013
National City Bank  September 2004 - January 2007
National City Bank  July 2003 - September 2004
Merrill Lynch  May 2002 - September 2002

Skills
Wealth Management, Equities, Investment Management, Asset Allocation, Investments, Financial Services, Banking, Portfolio Management, Derivatives, Strategic Financial..., Fixed Income, Finance, Retirement Planning

Education
Ashland University   1999 — 2003
BSBA, Finance, Marketing, Accounting, Economics

Maria Guiliani Maria Guiliani Pittsburgh, Pennsylvania Details
Maria Guiliani's PNC Wealth Management Experience December 2012 - February 2014
Job Trust Administration Representative II at PNC
Industry Financial Services
Experience
PNC Wealth Management (Unofficial)   May 2014 - Present
PNC Wealth Management   December 2012 - February 2014
PNC Bank  December 2011 - December 2012
PNC  September 2010 - December 2011
PNC  August 2009 - September 2010

Skills
Wealth Management, PeopleSoft, Asset Allocation, Microsoft Office, Lotus Notes, Estate Planning, Securities, Strategic Financial..., Trust Services, Siebel, AmTrust, Wealth Management..., Retirement Planning, Investment Advisory, Genesis, Quickbooks Pro, Wills, Asset Management, Accounting, Corporate Tax, QuickBooks, Financial Planning, Financial Services

Education
University of Pittsburgh   2005 — 2009
Bachelor of Science, Accounting and Management

Boston University
CFP

Nia T. Turner Nia T. Turner Greater Philadelphia Area Details
Nia T. Turner's PNC Wealth Management Experience April 2008 - Present
Job Sales & Service Coordinator II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2008 - Present
City of Philadelphia  September 2005 - April 2008

Skills
Organization &..., Connecting People, Interpersonal..., Leadership, Fundraising, Research, Writing, Compliance, Elder Care, Disability Rights, Time Management, Trusts, Legal Research, Community Outreach, Sales, Public Speaking

Education
Bryn Mawr College   2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government

Bryn Mawr College   2001 — 2005
Bachelor's degree, Political Science and Government

John-Mark Young CTFA® John-Mark Young CTFA® Mansfield, Ohio Area Details
John-Mark Young CTFA®'s PNC Wealth Management Experience November 2007 - January 2014
Job Financial Advisor, Whitaker Myers (Raymond James Financial Services, Inc Member FINRA/SIPC) Dave Ramsey Investment ELP
Industry Investment Management
Experience
ELP - Endorsed Local Provider, Investment Services   August 2015 - Present
Whitaker Myers Wealth Managers, LTD   February 2015 - Present
PNC Wealth Management   November 2007 - January 2014

Education
Ashland University   2010 — 2012
MBA, Finance

Campbellsville University   2008 — 2009
Bachelor of Science, Organizational Management

The Ohio State University   2003 — 2006
Associate, Arts

Amy Hlavacek Amy Hlavacek Indianapolis, Indiana Area Details
Amy Hlavacek's PNC Wealth Management Experience August 2013 - April 2015
Job Senior Financial Planner at BMO Private Banking
Industry Accounting
Experience
BMO Private Banking  May 2015 - Present
PNC Wealth Management   August 2013 - April 2015
BGBC Partners, LLP  August 2009 - August 2013
BKD CPAs & Advisors  September 2002 - April 2009

Skills
Tax, Tax Compliance, Income Tax, Accounting, Partnership Taxation, S Corporations, Tax Research, Tax Accounting, Tax Returns, Federal Tax, Tax Preparation, Estate Planning, Tax Services, High Net Worth..., Tax Credits, Gift Tax, Depreciation, Fixed Assets, LLC, Succession Planning, General Ledger, Estate Tax Planning, Wealth Management, Wealth Preservation..., Trusts, CPA

Education
Ball State University - College of Business   1997 — 2002
BA, MS, Accounting

Woodlan Jr./Sr. High School   1991 — 1997

Lois A. Madrie Lois A. Madrie Dayton, Ohio Details
Lois A. Madrie's PNC Wealth Management Experience July 1998 - Present
Job Sales and Support Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   July 1998 - Present
PNC Bank  1998 - Present

Skills
Microsoft Word, Event Management, Small Business, Project Planning, Process Improvement, Marketing, Editing, Troubleshooting, Business Planning, Microsoft Excel, PowerPoint, Creativity, Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Spreadsheets, Flyers, Wordperfect, Siebel, Panavision Genesis, Executive Reporting, Deaf Culture, Direct Sales, Customer Support, Organization, Fundraising, Resolving Issues, Finance, Event Planning, Management, WordPerfect, Sales

Education
Antioch University Midwest   1998 — 2003
Bachelor, Human Services Administration

Sinclair Community College   1990 — 1995
Certificate, Deaf Studies

Pete Vuckovich Jr. Pete Vuckovich Jr. Greater Pittsburgh Area Details
Pete Vuckovich Jr.'s PNC Wealth Management Experience April 2015 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2015 - Present
PNC Wealth Management   December 2009 - April 2015
PNC Wealth Management   April 2009 - December 2009
DeBartolo Sports   January 2007 - January 2009
Cindrich Company   June 2005 - January 2007
Chicago White Sox  2004 - 2004

Skills
Team Leadership

Education
Duquesne University School of Law   2005 — 2008
Juris Doctor, Law

Clarion University of Pennsylvania   1999 — 2004
Bachelor of Science

Jeanna Adcock Jeanna Adcock Washington D.C. Metro Area Details
Jeanna Adcock's PNC Wealth Management Experience September 2014 - Present
Job Assistant Vice President & Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   September 2014 - Present
Stella & Dot  February 2011 - Present
PNC Wealth Management   March 2014 - September 2014
PNC Wealth Management   August 2010 - March 2014
PNC Wealth Management   January 2010 - August 2010
PNC Wealth Management   September 2007 - January 2010
Mercantile-Safe Deposit and Trust Company  May 2007 - September 2007
Campbell University  February 2007 - May 2007
Mercantile-Safe Deposit and Trust Company  May 2006 - August 2006
Campbell University  August 2002 - May 2006

Skills
Financial Planning, Wealth Management, Asset Management, Investments, Portfolio Management, Strategic Financial..., Investment Strategies, Asset Managment, Banking, Asset Allocation, Financial Analysis, Retirement Planning, Mutual Funds, Risk Management, Investment Advisory, Insurance, Investment Management, Alternative Investments, Equities, Estate Planning, Finance, Financial Modeling, Program Management, Financial Advisory, Securities, Financial Services, Relationship Management

Education
Campbell University   2005 — 2007
MBA, Finance & Investing

Campbell University   2002 — 2007
BBA, Trust & Investment Management/Pre-Law, Minor in Financial Planning

Bethel Christian Academy   1995 — 2002

Cathy Anhold Cathy Anhold Cleveland/Akron, Ohio Area Details
Cathy Anhold's PNC Wealth Management Experience December 2000 - Present
Job Vice President at PNC Investments
Industry Financial Services
Experience
PNC Wealth Management   December 2000 - Present

Education
Baldwin-Wallace College
BS, Accounting

Case Western Reserve University - Weatherhead School of Management
MBA, Banking and Finance

Michele Vogel Michele Vogel Palm Beach, Florida Details
Michele Vogel's PNC Wealth Management Experience November 2009 - May 2013
Job Vice President/ Senior Private Client Advisor
Industry Financial Services
Experience
Wilmington Trust, N.A.   July 2013 - Present
Palm Beach Hounds   2007 - 2015
PNC Wealth Management   November 2009 - May 2013
National City  June 2008 - November 2009
JP Morgan Private Bank  October 2006 - April 2008
U. S. Trust Company/ Bank of America   December 2005 - October 2007
MFHA  1997 - 2007
MFHA  1997 - 2007
Northern Trust Bank of Florida   1985 - 2005

Skills
Investments, Banking, Management, Relationship Management, Wealth Management, Asset Management, Business Development, Portfolio Management, Financial Services, Strategic Planning, Securities

Education
University of Miami School of Law   1980 — 1985
J.D.,LL.M., Estate Planning

University of Wisconsin-Milwaukee   1977 — 1979
B.A., History

Albion College   1974 — 1976
Bachelor of Arts (B.A.), History, Philospohy

University School   1960 — 1974
Grade School, High School

Pamela Austin Pamela Austin Granger, Indiana Details
Pamela Austin's PNC Wealth Management Experience May 1978 - April 2010
Job Vice President Private Banker at 1st Source Bank
Industry Banking
Experience
1st Source Bank  April 2010 - Present
PNC Wealth Management   May 1978 - April 2010

Skills
Banking, Commercial Lending, Consumer Lending, Loans, Credit, Small Business Lending, Credit Analysis, Mortgage Lending, Commercial Banking, Retail Banking, Finance, Financial Analysis, Portfolio Management, Private Banking, Branch Management, Fundraising, Lines Of Credit, Investments, Risk Management

Education
Bethel College   2012 — 2014
Master's of Science in Business Administration, Business Administration and Management, General

Bethel College
Bachelor of Science (B.S.), Organizational Management, Summa Cum Laude

Chip Burke Chip Burke Pittsburgh, Pennsylvania Details
Chip Burke's PNC Wealth Management Experience May 2008 - August 2008
Job MBA Candidate at the Tepper School of Business Carnegie Mellon University
Industry Higher Education
Experience
K&L Gates  October 2013 - June 2015
PolyOne  June 2011 - October 2013
Aldi  June 2010 - August 2010
PNC Wealth Management   May 2008 - August 2008

Skills
Financial Analysis, Economics, Finance, Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Corporate Finance, Leadership, Management, Microsoft Office, PowerPoint

Education
Carnegie Mellon University - Tepper School of Business   2015 — 2017
Master of Business Administration (MBA)

University of Michigan   2007 — 2011
Bachelor of Arts, Economics (Minor in Mathematics)

Jim Grefenstette Jim Grefenstette Greater Pittsburgh Area Details
Jim Grefenstette's PNC Wealth Management Experience July 2014 - Present
Job VP Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   July 2014 - Present
St. Anthony Charitable Foundation   2012 - Present
Northwestern Mutual  February 2013 - July 2014
Federated Investors  December 2009 - March 2013
Blazer Investment Advisors   March 2008 - December 2009
Federated Investors  March 1994 - July 2006
PNC  1987 - 1990

Skills
Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Equities, Investment Management, Wealth Management, Securities, Investment Strategies, Series 7, Hedge Funds, Valuation, Series 63, Asset Management, Bloomberg, Equity Research, Finance, Fixed Income, Alternative Investments

Education
Carnegie Mellon University - Tepper School of Business   1985 — 1987
Master of Business Administration (MBA)

Georgetown University   1981 — 1984
BSBA, Finance

Christopher J. Geiss Christopher J. Geiss Cleveland/Akron, Ohio Area Details
Christopher J. Geiss's PNC Wealth Management Experience April 1993 - Present
Job Vice President and Sr. Trust Advisor with PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   April 1993 - Present
PNC Wealth Management   April 1993 - Present
National City Bank  April 1993 - January 2002

Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, Wealth, Banking, High Net Worth..., Income, Investment Management, Asset Management, Investments, Asset Allocation, Gifts, Portfolio Management, Trusts, Mergers & Acquisitions, Finance, Credit, Financial Advisory, Financial Planning

Education
Cleveland State University   1988 — 1996
Business Administration, Finance

William Bill Moore, CIMA®, CFP® William Bill Moore, CIMA®, CFP® Greater Atlanta Area Details
William Bill Moore, CIMA®, CFP®'s PNC Wealth Management Experience 2012 - 2013
Job Senior Investment Advisor/Wealth Manager Exploring Opportunities
Industry Investment Management
Experience
Greene Consulting  August 2015 - Present
Endowment Management Committee   2002 - Present
PNC Wealth Management   2012 - 2013
Commonfund  2008 - 2011
Deloitte Investment Advisors   2004 - 2008
Bank of America Private Bank  2003 - 2004
Offitbank/Wachovia Wealth Management - Atlanta   2002 - 2003
Wachovia Private Financial Advisors - Atlanta   1986 - 2002

Skills
Wealth Management, Asset Allocation, Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, High Net Worth..., Financial Advisory, Wealth Management..., Alternative Investments, Investment Management, Capital Markets, Investments, Financial Services, Estate Planning, Private Banking, Investment Policy, New Business Development, Strategy, Risk Management, Private Wealth..., Endowments, Foundations, Thought Leadership, Hedge Funds, Institutional..., Retirement Planning, Trusts, Relationship Management, Certified Financial..., Separately Managed..., Family Office, Business Development, Personal Financial..., Leadership, Management, Equity Derivatives, Building Relationships, Market Analysis, Strategic Leadership, Sales, Fixed Income Analysis, Consulting, Investment Advisory..., Retirement, Client Services, Portfolio Optimization, Coaching, Selling, 401k Rollovers

Education
Clemson University - College of Business and Behavioral Science   1976 — 1981
B.S., Economics, Accounting

Yale University - Yale School of Management
The Endowment Institute, Fiduciary Investment Management

University of Pennsylvania   2006 — 2008
Certified Investment Management Analyst (CIMA), Investment Management

College for Financial Planning   2001 — 2003
Certified Financial Planner (CFP), Personal Financial Planning

The University of Georgia   1987 — 1988
Professional Financial Planner

Anthony Valvo Anthony Valvo Greater New York City Area Details
Anthony Valvo's PNC Wealth Management Experience May 2013 - April 2014
Job Managing Director, Market Sales Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   April 2014 - Present
PNC Wealth Management   May 2013 - April 2014
Barclays Wealth  January 2010 - April 2013
Citigroup  July 1997 - October 2009
Citigroup  September 2001 - June 2006
Citigroup  June 1998 - September 2001
Bank of New York Mellon  1996 - 1998
Bank of New York Mellon  1996 - 1998
National Westminster Bank  July 1993 - May 1996

Skills
Business Strategy, Business Analysis, Coaching, Deal Execution, Product Development, Product Marketing, Banking, Corporate Finance, Credit, Finance, Financial Analysis, Financial Modeling, Financial Risk, Hedge Funds, Investments, Loans, Management, Mergers, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Wealth Management

Education
City University of New York-Brooklyn College   1986 — 1991
BA, Economics

Xaverian High School   1982 — 1986

Kathleen Christy Kathleen Christy Greater Chicago Area Details
Kathleen Christy's PNC Wealth Management Experience September 2012 - Present
Job Vice President, Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   September 2012 - Present
Kinship Trust Company, LLC  February 2000 - April 2011
C. Johnson & Co., CPA's   August 1982 - December 1999

Skills
Asset Management, Cash Management, Budgets, Financial Analysis, Hedge Funds, Investments, Asset Allocation, Equities, Portfolio Management, Financial Statements, Wealth Management, Accounting, Private Equity, Finance, Alternative Investments

Education
Abilene Christian University   1974 — 1977
BBA, Accounting

Chuck Steck Chuck Steck Greater Pittsburgh Area Details
Chuck Steck's PNC Wealth Management Experience January 1999 - January 2001
Job Vice President, Business Banking at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  June 2011 - Present
PNC Risk Reporting   January 2005 - Present
PNC Financial Services Group  January 1980 - Present
PNC  September 1980 - May 2011
PNC Financial Services  1980 - 2011
PNC Wealth Management Group   January 2001 - January 2005
PNC Wealth Management   January 1999 - January 2001
PNC Business Banking  January 1997 - January 1999
PNC Metropolitan Commercial Banking   January 1985 - January 1996
PNC Consumer Lending   January 1982 - January 1985

Skills
Loans, Wealth Management, Portfolio Management, Credit Risk, Commercial Banking, Financial Risk, Risk Management, Commercial Lending, Project Management, Underwriting, Mortgage Lending, Credit Analysis, Credit, Banking, Financial Analysis, Consumer Lending, Auditing, Relationship Management, Retail Banking, Leadership, Management, Sales, Software Documentation, Lines Of Credit, Training

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1983 — 1986
MBA, Acccounting

Clarion University of Pennsylvania
Bachelor of Science, Secondary Education/English

Michael S. Schiff, J.D., TEP Michael S. Schiff, J.D., TEP Greater Philadelphia Area Details
Michael S. Schiff, J.D., TEP's PNC Wealth Management Experience September 2009 - September 2011
Job Business Development Manager at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A.   April 2012 - Present
Amicorp Services Ltd.   September 2011 - March 2012
PNC Wealth Management   September 2009 - September 2011
Lane Bridgers Wealth Management Group   May 2009 - September 2009
US Trust  March 2007 - November 2008
BNY Mellon  November 2004 - March 2007
PNC Investments  August 2000 - October 2004
Prudential Securities  November 1996 - August 2000

Skills
Wealth Management, Investments, Financial Planning, Trust Services, Insurance, Philanthropy, Estate Planning, Asset Management, Asset Allocation, Strategic Financial..., Wealth Management..., High Net Worth..., Wealth, Investment Management, Financial Services

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1985 — 1988
J.D., Law

University at Albany, SUNY   1981 — 1985
B.A., Major in History/Minor in Business

Patrick Morningstar, CFP® Patrick Morningstar, CFP® Greater St. Louis Area Details
Patrick Morningstar, CFP®'s PNC Wealth Management Experience July 2012 - September 2015
Job Experienced Financial Advisor and Certified Financial planner dedicated to customized service and solutions
Industry Financial Services
Experience
Edward Jones  September 2015 - Present
PNC Wealth Management   July 2012 - September 2015
Edward Jones Trust Company  January 2007 - July 2012
Edward Jones  November 2004 - December 2006
Edward Jones  August 2003 - October 2004

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

Education
Arizona State University - W. P. Carey School of Business   2003 — 2005
MBA

Arizona State University - W. P. Carey School of Business   1999 — 2001
Bachelor, Finance

Renell Wolbert Renell Wolbert Houston, Texas Details
Renell Wolbert's PNC Wealth Management Experience 2008 - May 2011
Job Vice President, Wealth Management, Client Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass  February 2013 - Present
BBVA Compass  May 2011 - February 2013
PNC Wealth Management   2008 - May 2011
LaSalle Bank  1993 - 2008

Skills
Commercial Lending, Credit, Loans, Commercial Banking, Wealth Management, Credit Analysis, Credit Risk, Banking, Financial Analysis, Portfolio Management, Finance, Risk Management, Investments

Education
Central Michigan University   1994 — 1999
MSA, Business Administration

Central Michigan University   1988 — 1993
BSBA, Finance, Economics

Joshua Daugherty Joshua Daugherty Indianapolis, Indiana Details
Joshua Daugherty's PNC Wealth Management Experience September 2014 - Present
Job Assistant Vice President PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   September 2014 - Present
PNC  June 2013 - Present

Skills
Asset Management, Small Business, Securities, Employee Benefits, Risk Management, Series 63, Wealth Accumulation, Health Insurance, Customer Service, Personal Finance, Marketing Strategy, Strategic Planning, Cash Flow, Sales Operations, Financial Services, Action Plan Creation, Banking, Consumer Lending, Action Plan Development, Credit, Financial Analysis, Small Business Lending, Loans

Education
Ball State University   2003 — 2007
Bachelor of Science

Austen Hawkey, CFP® Austen Hawkey, CFP® Baltimore, Maryland Area Details
Austen Hawkey, CFP®'s PNC Wealth Management Experience November 2012 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   November 2012 - Present
First Citizens Bank  June 2008 - September 2012
First Citizens Bank  May 2007 - June 2008
Bank of America  May 2006 - August 2006

Skills
Leadership, Business Development, New Business Development, Analysis, Asset Managment, Retirement Planning, Mutual Funds, Relationship Management, Asset Allocation, Financial Services, Customer Service, Personal Financial..., Estate Planning

Education
Campbell University   2004 — 2007
B.B.A., Trust & Wealth Management, Financial Planning

Rowan College at Gloucester County   2002 — 2004

Paula Moan Paula Moan Indianapolis, Indiana Area Details
Paula Moan's PNC Wealth Management Experience June 2010 - Present
Job Wealth Management Banking DirectorIndiana at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   June 2010 - Present
National City Private Client Group  2007 - Present
National City Bank  2006 - June 2010
National City  September 2002 - April 2007

Skills
Commercial Banking, Commercial Lending, Asset Management, Financial Management, Credit, Credit Analysis, Loans, Banking, Coaching, Change Management, Employee Relations, Compensation, Performance Management, Talent Management, Customer Relations, Organizational..., Consumer Lending, Customer Service, Retail Banking, Leadership, Private Banking, Small Business Lending, Branch Banking, Wealth Management, Management

Education
Clarion University of Pennsylvania   1981 — 1985
Bachelor of Science (B.S.), Marketing

North Hills High School   1978 — 1981

Greg Curran Greg Curran Greater Pittsburgh Area Details
Greg Curran's PNC Wealth Management Experience August 2012 - Present
Job VP and Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   August 2012 - Present
AAM Company   September 2008 - August 2012
Standish Mellon Asset Management  1995 - 2008
Bank of New York Mellon, Standish Mellon Asset Management, Mellon Bond Associates   1995 - 2008
Salomon Brothers  February 1986 - July 1995

Skills
Investments, Portfolio Management, Bonds, Investment Management, Fixed Income, Risk Management, Asset Managment, Financial Modeling, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Wealth Management, Strategy, Hedge Funds, Estate Planning, Asset Management, Bloomberg, Capital Markets, Banking, Mutual Funds, Retirement Planning, Financial Risk

Education
Babson College - Franklin W. Olin Graduate School of Business   1984 — 1985
Post-MBA Program, Business

Northeastern University   1980 — 1982
M.S. in Engineering, Operations Research, Industrial Engineering

Ursinus College   1976 — 1980
B.S., Physics

Erin McDermott Erin McDermott Cincinnati Area Details
Erin McDermott's PNC Wealth Management Experience June 2012 - November 2014
Job Executive Assistant, TriHealth Cancer Institute & TriHealth Heart Institute
Industry Hospital & Health Care
Experience
TriHealth  2014 - Present
PNC Wealth Management   June 2012 - November 2014
TriHealth/Good Samaritan Hospital   October 2009 - June 2012
Fifth Third Bank  2008 - March 2009
Fifth Third Asset Management, Inc.   2003 - 2008
Fifth Third Bank  2002 - 2003
Fifth Third Bank  2000 - 2002
Fifth Third Bank  April 1997 - 2000

Skills
Human Resources, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Relationship Management, Team Building, Marketing, Banking, Event Planning

Education
Cincinnati State Technical and Community College
Business

Susan (Bedoch) Staffeld Susan (Bedoch) Staffeld Cleveland/Akron, Ohio Area Details
Susan (Bedoch) Staffeld's PNC Wealth Management Experience June 2005 - July 2010
Job Wealth Management and Trust at Lorain National Bank
Industry Financial Services
Experience
Lorain National Bank  March 2014 - Present
PNC  July 2010 - March 2014
Minds Matter  2009 - 2011
National City Bank  November 2007 - July 2010
PNC Wealth Management   June 2005 - July 2010
National City Bank  2004 - 2005
Ameriprise Financial Advisors  July 2000 - April 2004

Skills
Asset Allocation, Asset Managment, Customer Service, Banking, Data Analysis, Investments, Marketing, Microsoft Excel, Portfolio Management, Wealth Management

Education
Bowling Green State University   1996 — 2000
BSEd, Mathematics

North Olmsted High School   1992 — 1996

Baldwin-Wallace College

Lori Craig Lori Craig Greater Milwaukee Area Details
Lori Craig's PNC Wealth Management Experience July 2010 - Present
Job Market Executive and SVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   July 2010 - Present
Cardinal Stritch University  January 2011 - Present
UW Milwaukee Foundation   2012 - Present
Cardinal Stritch University  June 2013 - Present
American Heart Association  2014 - Present
Betty Brinn Children's Museum  January 2012 - January 2014
American Lung Association  January 2004 - January 2013
Cardinal Stritch University  March 2003 - January 2012
Northern Trust  November 2006 - June 2010
Bank of America  November 2003 - 2007

Skills
Strategic Planning, Coaching, Financial Analysis, Portfolio Management, Non-profits, Fundraising, Strategy, Leadership Development, Investments, Leadership, Sales, Organizational..., Business Development, Public Speaking, Strategic Financial..., Team Building, Team Leadership, Management, Private Banking, Project Planning, Budgets, Entrepreneurship, Marketing, Nonprofits, Financial Planning

Education
Cardinal Stritch University   2008 — 2009
MSM, Management

Cardinal Stritch University   1989 — 1992
BSBA, Business Administration

WFB High

Peter Bowman Peter Bowman Greater Philadelphia Area Details
Peter Bowman's PNC Wealth Management Experience Senior Vice PresidentPNC Wealth Management2002 - 2008
Job Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   Senior Vice PresidentPNC Wealth Management2002 - 2008
IBM  July 1984 - June 1991

Skills
Equities, Wealth Management..., Finance, Portfolio Management, Asset Managment, Strategic Financial..., Strategic Planning, Investments, Wealth Management, Financial Services, Risk Management, Loans, Asset Allocation, Banking, Financial Analysis, Commercial Lending, Investment Management, Investment Advisory, Asset Management, Alternative Investments, Retirement Planning, Mutual Funds, Securities, Mortgage Lending, Series 7, Estate Planning

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA

Babson College   1980 — 1984
BS

Chase Classen Chase Classen Greater Philadelphia Area Details
Chase Classen's PNC Wealth Management Experience August 2012 - Present
Job Wealth Management Sales
Industry Financial Services
Experience
PNC Wealth Management   August 2012 - Present
PNC Investments  September 2009 - August 2012
Merrill Lynch.  April 2008 - May 2009

Education
Boston University   2003 — 2007
BS, Finance

Ronald Caputo Ronald Caputo Greater Philadelphia Area Details
Ronald Caputo's PNC Wealth Management Experience November 1991 - February 2014
Job Senior Fiduciary Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  February 2014 - Present
PNC Wealth Management   November 1991 - February 2014

Skills
Personal Wealth Services, Wealth Management..., Relationship Management, Tax, Asset Allocation, Asset Management, Risk Management, Estate Planning, Trust Services, Portfolio Management, Retail Banking, Financial Analysis, Wealth Management, Strategic Planning, High Net Worth..., Leadership, Business Development, Team Building, Event Planning, Strategic Financial..., Asset Managment, Banking, Commercial Lending, Commercial Banking, Estate Tax Planning, Investments, Credit, Trusts, Investment Advisory, Financial Planning, Investment Management, Securities, Cash Management, Retirement Planning, Private Banking

Education
Bethany College   1971 — 1975
BA, Economics & Business Administration

Cannon Trust College

Chen He (何辰) Chen He (何辰) Greater Philadelphia Area Details
Chen He (何辰)'s PNC Wealth Management Experience April 2015 - Present
Job Senior Portfolio Strategist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2015 - Present
PNC Wealth Management   October 2012 - March 2015
State Street  June 2011 - August 2011
American Enterprise Institute  January 2009 - May 2009
Dale Carnegie Training  February 2008 - May 2008

Skills
R, Time Series Analysis, Econometrics, Options, Statistics, Economics, Quantitative Analysis, Financial Markets, Financial Modeling, Fixed Income, Risk Management, VBA, Mathematics, Bloomberg, Macroeconomics, Financial Analysis, Research, Mandarin, Matlab, Excel, Finance

Education
Carnegie Mellon University   2010 — 2011
M.S., Computational Finance

University of Maryland College Park   2008 — 2010
B.A, Economics, Mathematics; Cum Laude

Montgomery College   2006 — 2007
Economics

Courtney Faircloth Courtney Faircloth Raleigh-Durham, North Carolina Area Details
Courtney Faircloth's PNC Wealth Management Experience January 2013 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   January 2013 - Present
PNC  September 2006 - January 2013
River Ridge Golf Club  October 2005 - September 2006
Web.com/Egolf/New England Professional Tour   May 2004 - October 2005

Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Sales, Microsoft Office

Education
Barton College   2000 — 2004
Business Administration and Human Resource Management, Business

Ashley Boday Ashley Boday Greater Detroit Area Details
Ashley Boday's PNC Wealth Management Experience November 2011 - Present
Job Vice President at PNC
Industry Banking
Experience
PNC Wealth Management   November 2011 - Present

Education
Central Michigan University   1989 — 1993
BSBA, Finance/Economics

Shelley Cabangon Shelley Cabangon West Palm Beach, Florida Area Details
Shelley Cabangon's PNC Wealth Management Experience November 2010 - Present
Job Attorney experienced in Personal Trusts and Financial Planning
Industry Financial Services
Experience
PNC Wealth Management   November 2010 - Present
Cabangon-Kovrei Family   June 2009 - October 2010
Jacobs Law Firm, P.C.   November 2008 - May 2009
Wachovia Bank, N.A.   June 2007 - October 2008
Morgan Stanley Trust  October 1999 - May 2007
The Ayco Company, LP  June 1998 - September 1999

Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts

Education
Boston University School of Law   1997 — 1998
LL.M., Taxation

New England Law: Boston   1994 — 1997
J.D.

University of Florida   1989 — 1993
B.A., English

C. Gray Johnsey Jr. C. Gray Johnsey Jr. Palm Beach, Florida Details
C. Gray Johnsey Jr.'s PNC Wealth Management Experience August 2012 - Present
Job Associate Portfolio Manager
Industry Financial Services
Experience
PNC Wealth Management   August 2012 - Present
McGladrey & Pullen, LLP   January 2011 - August 2012
Pittard Perry and Crone   May 2010 - August 2010

Skills
Accounting, Tax, Auditing, Trust Management, Wealth Management, Investments

Education
East Carolina University - College of Business   2009 — 2010
MSA, Master of Science in Accounting

Campbell University   2007 — 2008
MTWM, Master of Trusts & Wealth Management

University of North Carolina at Wilmington   2002 — 2006
B.S., Finance

Kym Stout Hamilton Kym Stout Hamilton Greater Pittsburgh Area Details
Kym Stout Hamilton's PNC Wealth Management Experience February 2014 - Present
Job VP Banking Advisor at PNC Wealth Management
Industry Management Consulting
Experience
PNC Wealth Management   February 2014 - Present
Pittsburgh Emergency Medicine Foundation   2005 - Present
GENERAL BUILDING COMPANY   January 2006 - January 2014
Excela Health  February 2013 - October 2013
Seton Hill University  2001 - 2013
Girl Scouts Western Pennsylvania  2008 - 2010
Mellon Bank  1983 - 1995

Skills
Event Planning, Community Outreach, Fundraising, Writing, Social Media, Strategic Planning, Non-profits, Microsoft Office, Budgeting, Grant Writing, Nonprofits, Management, Program Development, Research, Leadership Development, Budgets, Public Speaking

Education
Carnegie Mellon University
MPM, Business/Organizational Management

University of Oregon
BA, Contemporary Literature and Creative Writing

Donald Lewis Donald Lewis Greater New York City Area Details
Donald Lewis's PNC Wealth Management Experience February 2012 - October 2013
Job Relationship Manager at TD Private Client Group
Industry Financial Services
Experience
TD Wealth Management  October 2013 - Present
PNC Wealth Management   February 2012 - October 2013
Citibank  September 2010 - December 2011
Wachovia Bank  August 2000 - September 2010
Fleet Bank  1995 - 2000
Citibank  1974 - 1986

Skills
Wealth Management, Mutual Funds, Tax, Banking, Equities, Securities, Fixed Income, Financial Analysis, Risk Management, Private Equity, Hedge Funds, Private Banking, Loans, Investment Strategies, Capital Markets, Portfolio Management, Investments, Bonds, Insurance, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Retirement, Financial Advisory, Cash Management, Commercial Lending

Education
Boston College - Wallace E. Carroll Graduate School of Management   1972 — 1974
MBA, Finance

Villanova University   1968 — 1972
B.A., Political Science

Don Hess Don Hess Cleveland/Akron, Ohio Area Details
Don Hess's PNC Wealth Management Experience January 2009 - Present
Job Investment Systems Director at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management   January 2009 - Present
National City Bank  June 1997 - December 2008

Education
Baldwin Wallace University   2004 — 2006
EMBA, Business

The University of Akron   1987 — 1995
BS Industrial Operations Management, Management

The University of Akron   1987 — 1993
BS Labor Economics, Economics

Kristen Ankenbauer Kristen Ankenbauer Cincinnati Area Details
Kristen Ankenbauer's PNC Wealth Management Experience November 2014 - Present
Job Channel Development Advisor at PNC Wealth Management, Vice President
Industry Financial Services
Experience
PNC Wealth Management   November 2014 - Present
PNC  January 2013 - November 2014
PNC  June 2010 - December 2012
National City Bank  2007 - 2010

Skills
Mortgage Lending, Consumer Lending, Consumer Finance, Small Business Lending, Branch Management, Business Strategy, Staff Development, Retail Banking, Banking, Management, Credit, Commercial Banking, Financial Services

Education
Bowling Green State University   2001 — 2005
Bachelor of Arts (BA), Economics

Aimee Ebbert Aimee Ebbert Greater Pittsburgh Area Details
Aimee Ebbert's PNC Wealth Management Experience December 2007 - December 2010
Job Administrative Assistant at PNC Bank
Industry Financial Services
Experience
PNC Bank  2005 - Present
PNC Wealth Management   December 2007 - December 2010
Parker/Hunter now Janney Montgomery   July 1988 - March 2003

Education
Bradford School   1988 — 1989
Honors Secretarial Program, Business, Certification

Kathy Armillei Kathy Armillei State College, Pennsylvania Area Details
Kathy Armillei's PNC Wealth Management Experience May 1998 - February 2001
Job Executive Director at Huntingdon County United Way
Industry Nonprofit Organization Management
Experience
Huntingdon County United Way   April 2007 - Present
Huntingdon County United Way   November 2004 - April 2007
Merrill Lynch  February 2001 - June 2004
PNC Wealth Management   May 1998 - February 2001
CoreStates National Bank   May 1987 - May 1998

Skills
Non-profits, Fundraising, Public Speaking, Grant Writing, Community Outreach, Strategic Planning, Nonprofits, Volunteer Management, Non-profit..., Customer Service, Public Relations, Leadership Development, Event Planning, Microsoft Office, Budgets, Marketing Communications, Event Management, Marketing, Community Development, Management, Social Media, Program Development, Leadership, Marketing Strategy, Team Building, Training, Social Media Marketing, Economic Development, Small Business, Advertising, Coaching, Grants, Social Networking, Research, Newsletters, Policy, Philanthropy, Editing, Press Releases

Education
Bucks County Community College   1986 — 1992
Associates Degree, Accounting

Delhaas High School   1972 — 1976
High School Diploma

Bonnie Clarke Bonnie Clarke Greater Pittsburgh Area Details
Bonnie Clarke's PNC Wealth Management Experience January 1997 - January 2005
Job Business Analyst II at PNC
Industry Banking
Experience
PNC  May 2014 - Present
PNC  January 2011 - May 2014
PNC Financial Services Group  December 2005 - January 2011
PNC Bank  January 2005 - January 2011
PNC  January 1998 - January 2005
PNC Wealth Management   January 1997 - January 2005
PNC Advisors  2001 - 2005

Skills
Banking, Business Development, Loans, Process Improvement, Management, Project Management, Business Analysis, Small Business, Business, Portfolio Management, Sales, Investments, Analysis, Credit, Strategy, Credit Analysis, Retail Banking, Customer Service, Leadership, Commercial Banking

Education
Robert Morris University   2006 — 2008
Masters of Science, Leadership and Employee Relations, 3.8

Carlow University   2002 — 2004
Bachelor of Science, Business Management Minor Psychology

Richard Heine, CFA Richard Heine, CFA Toledo, Ohio Area Details
Richard Heine, CFA's PNC Wealth Management Experience March 2010 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   March 2010 - Present
rtheine@windstream.net   March 2009 - April 2010
Fifth Third Investment Advisors   March 2005 - March 2009
Victory Capital Management  1990 - 2004

Education
Bowling Green State University
Bachelor of Science in Business Administration, Economics

Weatherhead School of Management at Case Western Reserve University
MBA, Finance

David Carroll Johnson David Carroll Johnson Greater St. Louis Area Details
David Carroll Johnson's PNC Wealth Management Experience May 2015 - Present
Job Senior Vice President, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   May 2015 - Present
US Trust  March 2001 - October 2014

Skills
Financial Planners, Investments, Asset Allocation, Wealth Management, Alternative Investments, Estate Planning, Strategic Financial..., Asset Management, Due Diligence, Wealth Management..., Financial Services, Retirement, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Estate Tax Planning, Trusts, Asset Managment, Series 7, Loans, Retirement Planning, Tax, Wealth, Private Equity, Financial Advisory, Equities, Banking, High Net Worth..., Trust Services, Private Banking, Securities, Mutual Funds, Fixed Income, Hedge Funds, Series 24, Series 65, Financial Planning

Education
Washington University in St. Louis   1998 — 2002
LLM Tax

The American College
MSFS

Case Western Reserve University
JD

Principia College
BA, English

University School

Marty Linn Marty Linn Cleveland/Akron, Ohio Area Details
Marty Linn's PNC Wealth Management Experience January 2009 - Present
Job financial planner at National City Bank
Industry Financial Services
Experience
PNC Wealth Management   January 2009 - Present
National City Corporation  2003 - October 2009
KeyBanc Capital Markets  April 1999 - May 2003
IMG  1985 - 1999

Skills
Retirement Planning, Wealth Management, Financial Planning, Tax Return Preparation

Education
Cleveland State University - Cleveland-Marshall College of Law   1979 — 1982
JD, Law

Bowling Green State University   1973 — 1977
Business, Accounting

St Ignatius High School   1969 — 1973
High School

Deanne Gavalis Deanne Gavalis Kalamazoo, Michigan Area Details
Deanne Gavalis's PNC Wealth Management Experience April 2013 - Present
Job at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2013 - Present
Comerica Bank  December 2009 - April 2013
Comerica  2001 - 2005
ChoiceOne Bank  1998 - 2001
First of America Bank/ National City   1988 - 1998
First of America/ National City   1989 - 1993
First of America Bank/ National City   1988 - 1989

Skills
Asset Allocation, Asset Management, Financial Planning, Loans, Wealth, Wealth Management..., Strategic Financial..., Banking, Credit, Investments, Portfolio Management, Retirement Planning, Risk Management, Financial Services, Management, Wealth Management, Finance

Education
Calvin College   1984 — 1988
Bachelors of Arts in Business Administration, Economics, Marketing and Sales

Deren Worrell, J.D. Deren Worrell, J.D. Cincinnati, Ohio Details
Deren Worrell, J.D.'s PNC Wealth Management Experience April 2012 - August 2014
Job Vice President of Trust Services and Trust Counsel/Johnson Trust Company at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel  August 2014 - Present
PNC Wealth Management   April 2012 - August 2014
Bourland, Wall & Wenzel, P.C.   September 2007 - April 2012
Commonwealth of Kentucky  May 2004 - December 2004

Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Estate Administration, Asset Protection, High Net Worth..., Corporate Law, Powers of Attorney, Succession Planning, Estate Law, Charities, Business Formation, Financial Planners, Tax, Retirement Planning, Wealth, Investments, Legal Research, Legal Writing, Insurance, Financial Advisory, Legal Documents, Policy, Westlaw, Financial Analysis, Courts, Public Speaking, Nonprofits, Public Policy, Tax Law, Strategic Financial..., Wealth Management..., Strategic Communications, Financial Planning

Education
Baylor University School of Law   2005 — 2007
J.D.

University of Kentucky   2000 — 2004
B.A. (summa cum laude), Political Science

Boone County High School

Benjamin Sawyer Benjamin Sawyer Greater Denver Area Details
Benjamin Sawyer's PNC Wealth Management Experience January 2004 - November 2006
Job Vice President and Wealth Management Advisor at US Bank's Private Client Reserve
Industry Investment Management
Experience
US Bank's Private Client Reserve   June 2010 - Present
Westover Capital Advisors   October 2009 - June 2010
Contango Capital Advisors  November 2006 - July 2009
PNC Wealth Management   January 2004 - November 2006

Skills
Investments, Portfolio Management, Wealth Management, Management, Wealth Management..., Finance, New Business Development, Banking, Wealth, Credit, Investment Management, Financial Analysis, Asset Management, High Net Worth..., Loans, Commercial Lending, Financial Services, Credit Analysis, Mutual Funds

Education
American University - Kogod School of Business   2002 — 2004
MBA, Finance

Dickinson College   1993 — 1997
BA, History

Shawn Fuller Shawn Fuller Bridgewater, New Jersey Details
Shawn Fuller's PNC Wealth Management Experience December 2012 - Present
Job Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   December 2012 - Present
PNC  July 2002 - December 2012
PNC Bank  June 2002 - December 2012

Skills
Small Business Lending, Sales, Consumer Lending, Small Business, Deposits, Retail Banking, Commercial Banking, Customer Service, Finance, Lines Of Credit, Banking, Loans, Credit, Commercial Lending, Mortgage Lending, Financial Services, Financial Analysis

Education
Centenary College

Joyce Salizzoni Joyce Salizzoni Greater Pittsburgh Area Details
Joyce Salizzoni's PNC Wealth Management Experience August 2014 - Present
Job Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   August 2014 - Present
PNC Wealth Management   April 2013 - July 2014
PNC  January 2011 - March 2013
PNC Bank  November 2009 - January 2011
PNC Bank  August 2007 - November 2009

Skills
Mortgage Lending, Sales, Credit Analysis, Retail Banking, Relationship Management, Asset Management, Financial Analysis, Wealth Management, Financial Services

Education
California University of Pennsylvania   2011 — 2014
B.S. Science & Technology, Legal Studies

York College of Pennsylvania   1986 — 1988
Associates, Real Estate

Debra DeVaughn Debra DeVaughn Greater Boston Area Details
Debra DeVaughn's PNC Wealth Management Experience 2002 - 2005
Job Director of Gift Planning at Wellesley College
Industry Law Practice
Experience
Wellesley College  December 2012 - Present
Wellesley College  December 2009 - December 2012
Morgan Stanley Smith Barney  2005 - 2009
PNC Wealth Management   2002 - 2005

Skills
Fundraising, Legal Research, Nonprofits, Program Development, Stewardship, Volunteer Management

Education
Boston College Law School
JD, Law

College High School
Diploma

Wellesley College
BA, Philosophy & French

Keith Spayd Keith Spayd Louisville, Kentucky Area Details
Keith Spayd's PNC Wealth Management Experience June 2000 - March 2007
Job SVP, Relationship Manager at Navian Capital
Industry Financial Services
Experience
Navian Capital (rebranded from CD Funding)   March 2007 - Present
PNC Wealth Management   June 2000 - March 2007
Fifth Third Bank  June 1994 - June 2000
PNC Bank  June 1986 - June 1994

Skills
Series 7, Series 63, Series 65, Sales Management, Wealth Management, Banking

Education
Centre College   1982 — 1986
BS, Economics & Management

London School of Economics and Political Science   1985 — 1985
International Finance

Christine Rhinehart Christine Rhinehart Baltimore, Maryland Area Details
Christine Rhinehart's PNC Wealth Management Experience May 2011 - Present
Job Sales & Service Coordinator
Industry Banking
Experience
PNC Wealth Management   May 2011 - Present
System Source  September 2003 - October 2010
First Horizon Home Loans  September 2002 - August 2003
System Source  February 1990 - September 2002

Skills
Account Management, New Business Development, Strategic Planning, Customer Service, Team Building, Sales, Project Management, Sales Management, Team Leadership, Time Management, Training, Vendor Management, Business Development, CRM, Management, Disaster Recovery, Program Management

Education
Catonsville Community College

Kyle Kocher, CFA Kyle Kocher, CFA Greater Philadelphia Area Details
Kyle Kocher, CFA's PNC Wealth Management Experience April 2012 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   April 2012 - Present
Wells Fargo  January 2006 - April 2012
SEI  October 2002 - January 2006

Skills
Asset Allocation, Bloomberg, Banking, Bonds, Capital Markets, Financial Modeling, Financial Services, High Net Worth..., New Business Development, Sales, Securities, Wealth Management..., Private Banking, Financial Markets, Financial Advisory, Options

Education
Temple University - Fox School of Business and Management   2004 — 2007
Masters, Finance

Bloomsburg University of Pennsylvania   1998 — 2002
Bachelor of Science, Finance

Heather Salamone Dorr Heather Salamone Dorr Philadelphia, Pennsylvania Details
Heather Salamone Dorr's PNC Wealth Management Experience January 2015 - Present
Job Senior Estate Settlement Administrator at PNC
Industry Banking
Experience
PNC, Wealth Management  January 2015 - Present
Jager Smith P.C.   October 2012 - June 2014
Jager Smith P.C.   October 2011 - October 2012
Volunteer Lawyers Project of the Boston Bar Association  August 2011 - September 2011
Volunteer Lawyers Project  January 2010 - August 2010
Suffolk Law School  August 2009 - May 2010
Rhode Island District Court  June 2009 - August 2009

Education
Suffolk University Law School   2008 — 2011
Juris Doctor

Mount Holyoke College   2004 — 2008
Bachelor of the Arts, Politics and Religion

Queen Mary College, University of London   2007 — 2007
British Political Systems

American University   2006 — 2006

Eric Hayes Eric Hayes Greater Philadelphia Area Details
Eric Hayes's PNC Wealth Management Experience November 2014 - July 2015
Job Investment Analyst at Mill Creek Capital Advisors, LLC
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC  August 2015 - Present
PNC Wealth Management   November 2014 - July 2015
PNC Wealth Management   September 2013 - October 2014
BNY Mellon  January 2013 - September 2013
Hayes Investment Consulting Group   May 2009 - June 2011
Carnegie Mellon Tepper School of Business  May 2008 - August 2008
Deutsche Bank  June 2007 - August 2007

Skills
Investment Management, Investment Strategies, Investment Advisory, Financial Planning, Equity Trading, Equity Valuation, Fixed Income, Fixed Income Portfolio..., Alternative Investments, Financial Analysis, Analysis, Financial Modeling, Equities, Microsoft Excel, Public Speaking, Data Analysis, Investments, Microsoft Office, Portfolio Management

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2009
Bachelor's degree, Business Administration and Management, General

Ian Daane Ian Daane Fort Wayne, Indiana Area Details
Ian Daane's PNC Wealth Management Experience February 2012 - Present
Job Sales & Service Specialist II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   February 2012 - Present
PNC Financial Services  July 2011 - February 2012
PNC  January 2009 - July 2011

Skills
Banking, Loans, Financial Analysis, Portfolio Management, Commercial Banking, Retail Banking, Investments, Risk Management, Wealth Management, Financial Modeling, Credit, Treasury Management, Financial Services, Cash Management, Strategic Financial..., Naviplan, Retirement Planning, Asset Management, Cross Selling, Lines Of Credit, Wealth Management...

Education
Ashford University   2013 — 2017
B.A. of Consumer & Family Financial Services, Finance and Financial Management Services

Portage Central High School

Portage Central High School

Bill Woolbert Bill Woolbert Greater Philadelphia Area Details
Bill Woolbert's PNC Wealth Management Experience March 1990 - March 1998
Job Chief Investment Officer at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust  March 1998 - Present
PNC Wealth Management   March 1990 - March 1998

Skills
Fixed Income, Asset Allocation, Portfolio Management, Equity Research, Wealth Management, Alternative Investments, Equities, Investments, Asset Managment, Financial Modeling, Asset Management, Investment Management, Private Equity, Investment Advisory, Mutual Funds, Due Diligence, Series 7, Securities

Education
Drexel University - College of Business and Administration   1973 — 1978
MBA, Finance

Brown University   1968 — 1972
AB, History

Lynn Rush Lynn Rush Cleveland/Akron, Ohio Area Details
Lynn Rush's PNC Wealth Management Experience
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  

Skills
Wealth Management, Asset Allocation, Portfolio Management

Education
Baldwin-Wallace College
Bachelor of Arts (BA), Business Administration and Management, General

Lorain County Community College

Vujosevic Anne Vujosevic Anne Greater New York City Area Details
Vujosevic Anne's PNC Wealth Management Experience November 2000 - Present
Job Banking Advisor / PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   November 2000 - Present
St. Barnabas Hospital  February 1991 - August 1999
Prudential Financial  September 1980 - December 1987

Skills
Banking, Credit, Risk, Wealth Management, Risk Management, Private Banking, Cash Flow Lending, Asset Based Lending, Secured Transactions, Bridge Loans

Education
Caldwell College   1996 — 2000
B.S., Bus. Admin. and Sociology

Sandra Madden Sandra Madden Greater Philadelphia Area Details
Sandra Madden's PNC Wealth Management Experience
Job Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  

Skills
Banking, Portfolio Management, Private Banking, Credit, Wealth Management, Leadership

Education
Chatham College
Bachelor of Arts (BA)

Chatham University
Master of Business Administration (MBA)

Brad Peavler Brad Peavler Louisville, Kentucky Area Details
Brad Peavler's PNC Wealth Management Experience May 2011 - October 2013
Job at
Industry Financial Services
Experience
Fifth Third Bank  October 2013 - Present
PNC Wealth Management   May 2011 - October 2013
National City Bank  June 2007 - February 2010

Skills
Banking, Credit, Retail Banking, Mortgage Lending, Consumer Lending, Finance, Relationship Management, Management, Cross Selling, Sales, Investments, Insurance

Education
Bellarmine University   2002 — 2006
Arts & Sciences, Education & History

Jeremy J. Burns, RP® Jeremy J. Burns, RP® Birmingham, Alabama Area Details
Jeremy J. Burns, RP®'s PNC Wealth Management Experience August 2012 - Present
Job Vice President, Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   August 2012 - Present
RBC Wealth Management – Private Banking (US division acquired by PNC Bank)   August 2011 - August 2012
Regions Bank  June 2006 - August 2011
Regions Bank  May 2005 - July 2006
SouthTrust Bank  January 2004 - May 2005

Skills
Wealth Management, Private Banking, Strategic Financial..., Investment Strategies, Credit Analysis, Insurance Planning, Estate Planning, College Education..., Retail Banking, Bank Management, Retirement Planning, Wholesale Banking, Leadership Development, Investment Management, Loans, CRM, Mortgage Lending, Financial Services, Commercial Banking, Cash Management, Investments, Finance, Asset Management, Financial Planning

Education
Auburn University   1999 — 2003
Bachelor of Science, Business Administration (Marketing)

St. James High School   1995 — 1999
Montgomery, AL

Don Gavett Don Gavett Greater Pittsburgh Area Details
Don Gavett's PNC Wealth Management Experience November 2008 - Present
Job Trust Advisor & CTFA at PNC Investments
Industry Financial Services
Experience
PNC Wealth Management   November 2008 - Present
Mt Lebanon Platform Tennis Assoc   2001 - 2011

Education
Clarion University of Pennsylvania

Peggy Haggerty Peggy Haggerty Columbus, Ohio Area Details
Peggy Haggerty's PNC Wealth Management Experience 2010 - Present
Job Sales & Services Coordinator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   2010 - Present
National City Bank  2001 - 2009
National City Bank  1991 - 2001
National City Bank  1988 - 1990

Skills
Credit, Sales, Strategic Financial..., Relationship Management, Loans, Insurance, Finance, Financial Analysis, Risk Management, Mutual Funds, Retirement Planning, Portfolio Management, Business Development, Leadership, Commercial Lending, Management, Fixed Income, Equities, Commercial Banking, Analysis

Education
Belmont Technical College   1981 — 1985
Accounting and Computer Science

Yorkville High School   1969 — 1972

Benjamin Gesing Benjamin Gesing Pittsburgh, Pennsylvania Details
Benjamin Gesing's PNC Wealth Management Experience January 2005 - Present
Job Assistant Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   January 2005 - Present
Alterman & Boop, P.C.   September 1999 - April 2002

Skills
Irrevocable Life..., Wealth Management, Trusts, Trust Management, Trust Services, Wealth Management...

Education
New York Law School   1996 — 1999
J.D., Law

Binghamton University   1992 — 1996
B.A., Political Science

David Sommerer David Sommerer Pittsburgh, Pennsylvania Details
David Sommerer's PNC Wealth Management Experience July 2010 - February 2014
Job Trust Systems Specialist at PNC
Industry Financial Services
Experience
PNC  February 2014 - Present
PNC Wealth Management   July 2010 - February 2014
Equifax Settlement Services  December 2008 - June 2009
California University of Pennsylvania  August 2006 - May 2008

Skills
AMtrust, Microsoft Office, Siebel, Schwab, Financial Analysis, Accounting, Business Analysis, Six Sigma, Yellow Belt, Lotus Notes, Microsoft Excel, OnBase

Education
California University of Pennsylvania   2007 — 2009
Bachelor of Science, Business Administration

Community College of Allegheny County   2005 — 2006

Haven Panessa Haven Panessa Arnold, Maryland Details
Haven Panessa's PNC Wealth Management Experience May 2008 - September 2012
Job Family Trust Officer at Rosemore Professional Services, Inc.
Industry Financial Services
Experience
Rosemore Professional Services, Inc.   September 2012 - Present
PNC Wealth Management   May 2008 - September 2012
Merrill Lynch Trust Company  January 2008 - May 2008
Merrill Lynch Bank & Trust Company, FSB   July 2006 - December 2007

Skills
•Proficient in Excel,..., •Self-motivated and..., •Interacts well with a..., •Completed Myers..., •Accustomed to..., Wealth Management, Tax, Management

Education
Campbell University   2001 — 2006
Master of Business Administration (MBA), Business Administration and Management, General

Campbell University   2001 — 2006
Bachelor of Business Administration (BBA), Trust Management and Accounting

Noelle Zoladkowski Noelle Zoladkowski Charlotte, North Carolina Details
Noelle Zoladkowski's PNC Wealth Management Experience January 2014 - Present
Job Sales & Service Marketing Coordinator at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management   January 2014 - Present
PNC Wealth Management   October 2012 - January 2014
BB&T  November 2010 - October 2012
Brioso Fresh Pasta  July 2009 - July 2010
Clemson University  August 2008 - May 2010
J.Crew  May 2007 - August 2007
American Eagle Outfitters  May 2006 - December 2006

Skills
Editing, Retail, Planning, Problem Solving, Customer Service, Banking, Mentoring, Finance, Event Planning, Sales, Marketing, Loans

Education
Clemson University   2006 — 2010
Bachelor of Science, Business Management, Minor: Legal Studies

Jamilah Plant Jamilah Plant Philadelphia, Pennsylvania Details
Jamilah Plant's PNC Wealth Management Experience February 2008 - Present
Job Project Coordinator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   February 2008 - Present
Project SEED  July 1997 - July 2000

Education
Bloomsburg University of Pennsylvania   1992 — 1997
Bachelor of Arts (B.A.), Mathematics

Adam Rekasie Adam Rekasie Sewickley, Pennsylvania Details
Adam Rekasie's PNC Wealth Management Experience 2014 - 2014
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  2014 - Present
PNC Wealth Management   2014 - 2014
PNC Wealth Management   January 2012 - 2014
PNC  July 2007 - January 2012
PNC Investments  August 2006 - June 2007
Edward Jones  January 2006 - August 2006
John Hancock Life Insurance Company (U.S.A.)   May 2005 - January 2006

Education
Duquesne University   2013 — 2014
Executive Certificate in Financial Planning

Clarion University of Pennsylvania   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General

Lori Wrightson Lori Wrightson Easton, Maryland Details
Lori Wrightson's PNC Wealth Management Experience January 2008 - December 2012
Job Associate Trust Advisor at PNC
Industry Financial Services
Experience
PNC  December 2012 - Present
PNC Wealth Management   January 2008 - December 2012

Skills
Team Building, Banking, Sales, Wealth Management, Leadership, Insurance, Retirement Planning, Customer Service

Education
Chesapeake College
Associate of Arts (A.A.), Business Administration and Management, General

Towson University
Bachelor of Science (B.S.), Business Administration and Management, General

Merle Bowling Merle Bowling New Albany, Ohio Details
Merle Bowling's PNC Wealth Management Experience March 2014 - Present
Job Market Sales Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   March 2014 - Present
PNC Wealth Management   June 2012 - March 2014
JPMorgan Chase  2009 - 2012
JP Morgan Asset Managment   January 2005 - October 2009
JPMorgan Asset Management  January 2000 - January 2005
Banc One Investment Advisors  May 1998 - January 2000

Skills
Engaging Public Speaker, Sales Management, Training, Sales Presentations, Sales Process, Investments, Strategy, Entrepreneurship, CRM, Management, Retirement, Mutual Funds, Strategic Financial..., Wealth Management...

Education
Antioch University
B.A., Business, Management, Marketing, and Related Support Services

Antonina Ermakova Antonina Ermakova Pittsburgh, Pennsylvania Details
Antonina Ermakova's PNC Wealth Management Experience June 2009 - August 2011
Job ..
Industry Financial Services
Experience
PNC  August 2013 - August 2014
PNC Investments  August 2011 - August 2013
PNC Wealth Management   June 2009 - August 2011
PNC  January 2007 - June 2009

Education
University of Pittsburgh   2000 — 2004
Bachelor's degree, Economics

Karagandinskij Gosudarstvennyj Universitet im. E.A. Buketova   1996 — 1998
Economics, Economics

Josie Dietz Josie Dietz Carnegie, Pennsylvania Details
Josie Dietz's PNC Wealth Management Experience October 2006 - July 2011
Job Cost Specialist II at PNC Bank
Industry Financial Services
Experience
PNC Bank  July 2012 - Present
PNC  July 2011 - July 2012
PNC Wealth Management   October 2006 - July 2011

Skills
Accounts Payable, Accounts Receivable, General Ledger, ADP Payroll, Lotus Notes, Bank Reconciliation, Financial Statements, Microsoft Excel, Microsoft Word

Education
Bradford School   1987 — 1988
Accounting Certificate, Accounting and Business/Management, 3.45

Larry Allen Larry Allen Raleigh, North Carolina Details
Larry Allen's PNC Wealth Management Experience October 2014 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management   October 2014 - Present
BB&T  February 2000 - September 2014

Skills
Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Asset Management

Education
Campbell University

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