PNC Wealth Management
Industry: Bank holding company
DescriptionPNC 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
PNC Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PNC Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PNC Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
PNC Wealth Management December 2000 - Present
Education
Baldwin-Wallace College
BS, Accounting
Case Western Reserve University - Weatherhead School of Management
MBA, Banking and Finance
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
PNC Wealth Management November 2011 - Present
Education
Central Michigan University 1989 — 1993
BSBA, Finance/Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
PNC Wealth Management November 2008 - Present
Mt Lebanon Platform Tennis Assoc 2001 - 2011
Education
Clarion University of Pennsylvania
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
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
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
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
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
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
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
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
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
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
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
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