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
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PNC Wealth Management Employees
Employee
Years
Job
Industry
Danielle Ramsey Danielle Ramsey's PNC Wealth Management Experience June 2010 - March 2014
Job Market Coordinator at PNC
Industry Banking
Experience
PNC March 2014 - Present
PNC Wealth Management June 2010 - March 2014
PNC August 2006 - June 2010
Cold Stone Creamery June 2003 - August 2006
Skills
Banking, Credit, Loans, Customer Service, Sales, Fault Tolerance, Work Effectively, Communication Skills, Efficiency, High Organizational..., Consumer Lending, Commercial Lending, Small Business Lending, Sales Management, Marketing, CRM, Management, Relationship Management, Leadership, Retail Banking, Finance
Education
Columbus State 2002 — 2005
Worthington Kilbourne HS
PNC March 2014 - Present
PNC Wealth Management June 2010 - March 2014
PNC August 2006 - June 2010
Cold Stone Creamery June 2003 - August 2006
Skills
Banking, Credit, Loans, Customer Service, Sales, Fault Tolerance, Work Effectively, Communication Skills, Efficiency, High Organizational..., Consumer Lending, Commercial Lending, Small Business Lending, Sales Management, Marketing, CRM, Management, Relationship Management, Leadership, Retail Banking, Finance
Education
Columbus State 2002 — 2005
Worthington Kilbourne HS
Jillian Percella Jillian Percella's PNC Wealth Management Experience March 2011 - April 2015
Job Event Manager at Longines Watch Co. Francillon Ltd.
Industry Retail
Experience
Longines Watch Co. Francillon Ltd. April 2015 - Present
PNC Wealth Management March 2011 - April 2015
Sothebys International Realty September 2008 - March 2011
MNA Creative June 2007 - July 2008
Lipof Advertising 2006 - 2007
Marzak Inc. 2005 - 2007
Skills
Adobe Creative Suite, Microsoft Office, Wacom Tablet, Advertising, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Online Advertising, Marketing Communications, Web Design, Copywriting, Email Marketing, Retail, Event Planning, Event Management, Corporate Events, Events Coordination, Graphic Design, Creative Services, Wealth Management, Luxury Brand Marketing, Hosting Events, Branding & Identity, Sponsorship Activation, Sponsorship, Sponsorship Relations, Entrepreneurship, Management, New Business Development, Leadership, Social Networking, Direct Mail, Online Marketing
Education
Jacqueline Whitmore’s “Management in Training 12 Week Bootcamp” 2013 — 2013
Florida Atlantic University 2003 — 2007
BBA, Advertising
John Cabot University, Rome, Italy
Marketing, Marketing/Marketing Management, General
Longines Watch Co. Francillon Ltd. April 2015 - Present
PNC Wealth Management March 2011 - April 2015
Sothebys International Realty September 2008 - March 2011
MNA Creative June 2007 - July 2008
Lipof Advertising 2006 - 2007
Marzak Inc. 2005 - 2007
Skills
Adobe Creative Suite, Microsoft Office, Wacom Tablet, Advertising, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Online Advertising, Marketing Communications, Web Design, Copywriting, Email Marketing, Retail, Event Planning, Event Management, Corporate Events, Events Coordination, Graphic Design, Creative Services, Wealth Management, Luxury Brand Marketing, Hosting Events, Branding & Identity, Sponsorship Activation, Sponsorship, Sponsorship Relations, Entrepreneurship, Management, New Business Development, Leadership, Social Networking, Direct Mail, Online Marketing
Education
Jacqueline Whitmore’s “Management in Training 12 Week Bootcamp” 2013 — 2013
Florida Atlantic University 2003 — 2007
BBA, Advertising
John Cabot University, Rome, Italy
Marketing, Marketing/Marketing Management, General
Becky Buona Becky Buona's PNC Wealth Management Experience March 2010 - Present
Job Sales & Service Coordinator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2010 - Present
Northwestern Mutual August 2007 - March 2010
Employee Benefit Resources May 2006 - August 2007
Dr. Sanders Professional Eye Care April 2005 - May 2006
Wells Fargo Financial January 2004 - December 2004
Logistics Plus International September 2003 - November 2003
Skills
Investments, Insurance, Credit, Microsoft Excel, Accounts Receivable, Accounting, Access, Finance, Customer Service, Asset Allocation, Loans, Microsoft Word, Trust Services, Administrative..., Administrative Work, Banking, Brokerage, Confidentiality, Efficiency, Dependable Team Player, High Level Of Accuracy, Cost Basis Reporting, Letter Writing, Mail Merge, Reporting & Analysis, Queries
Education
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, Finance
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, International Business
The University of Northampton 2001 — 2001
Edinboro University of Pennsylvania
PNC Wealth Management March 2010 - Present
Northwestern Mutual August 2007 - March 2010
Employee Benefit Resources May 2006 - August 2007
Dr. Sanders Professional Eye Care April 2005 - May 2006
Wells Fargo Financial January 2004 - December 2004
Logistics Plus International September 2003 - November 2003
Skills
Investments, Insurance, Credit, Microsoft Excel, Accounts Receivable, Accounting, Access, Finance, Customer Service, Asset Allocation, Loans, Microsoft Word, Trust Services, Administrative..., Administrative Work, Banking, Brokerage, Confidentiality, Efficiency, Dependable Team Player, High Level Of Accuracy, Cost Basis Reporting, Letter Writing, Mail Merge, Reporting & Analysis, Queries
Education
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, Finance
Pennsylvania State University-Erie Campus 2000 — 2003
Bachelor of Science, International Business
The University of Northampton 2001 — 2001
Edinboro University of Pennsylvania
Joseph Maker Joseph Maker's PNC Wealth Management Experience June 2006 - November 2007
Job Tax Manager at PwC Specializing in Wealth Management Tax Services
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2008 - Present
BDO USA, LLP November 2007 - July 2008
PNC Wealth Management June 2006 - November 2007
Skills
Trust Taxation, Estate Taxation, Estate Tax Planning, Charitable Trusts, US Tax, Income Tax, Wealth Management, High Net Worth..., Personal Tax Planning, Tax Preparation, Tax Returns, Trusts, Personal Income Tax..., CPA, Accounting
Education
Duquesne University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
PricewaterhouseCoopers LLP July 2008 - Present
BDO USA, LLP November 2007 - July 2008
PNC Wealth Management June 2006 - November 2007
Skills
Trust Taxation, Estate Taxation, Estate Tax Planning, Charitable Trusts, US Tax, Income Tax, Wealth Management, High Net Worth..., Personal Tax Planning, Tax Preparation, Tax Returns, Trusts, Personal Income Tax..., CPA, Accounting
Education
Duquesne University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
C. Catherine Mihalick, Esq., CTFA C. Catherine Mihalick, Esq., CTFA's PNC Wealth Management Experience August 2013 - Present
Job Vice President/Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2013 - Present
Chancellor Financial Group, WB, LP April 2012 - May 2013
YMCA of Wilkes-Barre 2012 - 2013
M&T Investment Group January 2001 - April 2012
Skills
Estate Planning, Financial Analysis, Insurance, Strategic Planning, Mergers, Asset Management, Due Diligence, Finance, Financial Services, Investments, Mergers, Portfolio Management, Risk Management, Sales Management, Strategic Financial...
Education
Widener University School of Law (PA) 1992 — 1995
Juris Doctorate, Law
Dickinson College
BS, Policy Management
Wyoming Seminary
high school
PNC Wealth Management August 2013 - Present
Chancellor Financial Group, WB, LP April 2012 - May 2013
YMCA of Wilkes-Barre 2012 - 2013
M&T Investment Group January 2001 - April 2012
Skills
Estate Planning, Financial Analysis, Insurance, Strategic Planning, Mergers, Asset Management, Due Diligence, Finance, Financial Services, Investments, Mergers, Portfolio Management, Risk Management, Sales Management, Strategic Financial...
Education
Widener University School of Law (PA) 1992 — 1995
Juris Doctorate, Law
Dickinson College
BS, Policy Management
Wyoming Seminary
high school
Charlotte McCaulley Charlotte McCaulley's PNC Wealth Management Experience December 2007 - Present
Job Quality Review Officer, AVP at PNC
Industry Financial Services
Experience
PNC Wealth Management December 2007 - Present
National City Bank April 2004 - December 2007
National City Bank October 2000 - April 2004
Skills
Process Improvement, Risk Management, Business Analysis, Banking, Six Sigma
Education
University of Phoenix 2009 — 2012
Bachelor of Science
Cuyahoga Community College 1994 — 1997
Glenville High School 1984 — 1986
Diploma
PNC Wealth Management December 2007 - Present
National City Bank April 2004 - December 2007
National City Bank October 2000 - April 2004
Skills
Process Improvement, Risk Management, Business Analysis, Banking, Six Sigma
Education
University of Phoenix 2009 — 2012
Bachelor of Science
Cuyahoga Community College 1994 — 1997
Glenville High School 1984 — 1986
Diploma
Lawrence Crockett, CFA Lawrence Crockett, CFA's PNC Wealth Management Experience March 2014 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management March 2014 - Present
FirstMerit Bank November 2007 - June 2013
UBS Financial Services, Incorporated May 2006 - October 2007
Fifth Third Bank January 2001 - May 2006
The Hickory Group October 1996 - January 2001
Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Equities, Fixed Income, Alternative Investments, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, Wealth Management, Mutual Funds, Investment Strategies, Finance, Economics, Planning Budgeting &...
Education
The University of Akron
MBA, Finance
Cleveland State University
BS, Computer Science
PNC Wealth Management March 2014 - Present
FirstMerit Bank November 2007 - June 2013
UBS Financial Services, Incorporated May 2006 - October 2007
Fifth Third Bank January 2001 - May 2006
The Hickory Group October 1996 - January 2001
Skills
Portfolio Management, Asset Allocation, Asset Managment, Investments, Equities, Fixed Income, Alternative Investments, Financial Analysis, Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, Wealth Management, Mutual Funds, Investment Strategies, Finance, Economics, Planning Budgeting &...
Education
The University of Akron
MBA, Finance
Cleveland State University
BS, Computer Science
William Prebel William Prebel's PNC Wealth Management Experience January 2007 - Present
Job Vice President, Investment Advisor, PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2007 - Present
National City Bank 2007 - 2010
Raymond James April 2003 - January 2007
KeyBank 1993 - 2003
Skills
Asset allocation and..., Public Speaking, Investments, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Asset Management, Retirement Planning, Wealth Management..., Sales, Investment Advisory
Education
Cleveland State University 1980 — 1986
Bachelor of Business Administration (BBA)
PNC Wealth Management January 2007 - Present
National City Bank 2007 - 2010
Raymond James April 2003 - January 2007
KeyBank 1993 - 2003
Skills
Asset allocation and..., Public Speaking, Investments, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Asset Management, Retirement Planning, Wealth Management..., Sales, Investment Advisory
Education
Cleveland State University 1980 — 1986
Bachelor of Business Administration (BBA)
Joseph Barnabi Joseph Barnabi's PNC Wealth Management Experience June 2013 - March 2015
Job Regional Sales Coordinator at PNC
Industry Investment Management
Experience
PNC September 2015 - Present
PNC March 2015 - September 2015
PNC Wealth Management June 2013 - March 2015
PNC May 2011 - June 2013
Philip Pelusi October 2008 - May 2011
Skills
Finance, Banking, Leadership, Sales, Customer Service, Customer Satisfaction, Teamwork, Microsoft Office, Risk Management, Loans, Customer Experience, Retail, Microsoft Word, Data Entry, Consumer Lending
Education
Community College of Beaver County 2000 — 2003
Associate of Arts and Sciences (AAS), Criminal Justice
Hopewell Senior High School 1996 — 2000
Diploma
PNC September 2015 - Present
PNC March 2015 - September 2015
PNC Wealth Management June 2013 - March 2015
PNC May 2011 - June 2013
Philip Pelusi October 2008 - May 2011
Skills
Finance, Banking, Leadership, Sales, Customer Service, Customer Satisfaction, Teamwork, Microsoft Office, Risk Management, Loans, Customer Experience, Retail, Microsoft Word, Data Entry, Consumer Lending
Education
Community College of Beaver County 2000 — 2003
Associate of Arts and Sciences (AAS), Criminal Justice
Hopewell Senior High School 1996 — 2000
Diploma
Tina Marie Smith, MBA Tina Marie Smith, MBA's PNC Wealth Management Experience August 2012 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
Federated Investors July 2008 - August 2012
The Bank of New York Mellon February 2007 - July 2008
The Bank of New York Mellon June 2005 - February 2007
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Valuation, Investments, Analysis, Bloomberg, Banking, Corporate Finance, Risk Management, Asset Management, PowerPoint, Microsoft Excel, Wealth Management, Capital Markets, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
MBA, Investment Management
Duquesne University 2001 — 2005
B.S.B.A, Finance & Leadership and Change Mgmt
PNC Wealth Management August 2012 - Present
Federated Investors July 2008 - August 2012
The Bank of New York Mellon February 2007 - July 2008
The Bank of New York Mellon June 2005 - February 2007
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Valuation, Investments, Analysis, Bloomberg, Banking, Corporate Finance, Risk Management, Asset Management, PowerPoint, Microsoft Excel, Wealth Management, Capital Markets, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2012
MBA, Investment Management
Duquesne University 2001 — 2005
B.S.B.A, Finance & Leadership and Change Mgmt
Jesse Furr Jesse Furr's PNC Wealth Management Experience 2012 - Present
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2012 - Present
Education
Emory University 1995 — 1999
Bachelors of Arts, Political Science and French
PNC Wealth Management 2012 - Present
Education
Emory University 1995 — 1999
Bachelors of Arts, Political Science and French
Matt Salmon Matt Salmon's PNC Wealth Management Experience January 2014 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2014 - Present
PNC June 2010 - January 2014
PNC June 2005 - June 2010
PNC January 2003 - June 2005
PNC July 2000 - December 2002
Skills
Management, Treasury Management, Relationship Management, Leadership
Education
Denison University 1996 — 2000
Bachelor of Arts, Economics, Organizational Studies
PNC Wealth Management January 2014 - Present
PNC June 2010 - January 2014
PNC June 2005 - June 2010
PNC January 2003 - June 2005
PNC July 2000 - December 2002
Skills
Management, Treasury Management, Relationship Management, Leadership
Education
Denison University 1996 — 2000
Bachelor of Arts, Economics, Organizational Studies
Justin Portis's PNC Wealth Management Experience January 2006 - March 2007
Job Music Producer, Mix Engineer
Industry Music
Experience
Delicate Minds and Studio 1 Zero March 2015 - Present
Trumpet Player January 2000 - Present
Halstrom High School January 2013 - June 2015
Ayzenberg Group November 2012 - January 2013
Pittsburgh Cares March 2008 - July 2012
PNC Wealth Management January 2006 - March 2007
Skills
Sound Design, Social Media, Editing, Event Planning, Event Management, Non-profits, Nonprofits, Band, Composition, Audio Post Production, Teaching, Guitarist, Vocalist, Microsoft Office, Public Speaking, Project Management, Research, Music Composition, Songwriting, Commercial Music, Music Production, Pro Tools, Trumpet, Fundraising, Audio Engineering, Adobe Creative Suite, Music Education, Youth Outreach, Community Outreach, Community Organizing, Community Service, Volunteer Management, Volunteer Training, Event ma, Teacher Training, Program Evaluation, Non-profit..., Classroom Management, K-12 Education, Curriculum Design, Project Planning, Program Development, Staff Management, Classroom, Leadership Development, Music Theory, Recording, Grant Writing
Education
Duquesne University 2000 — 2004
Bachelor, Music Performance, Business
Delicate Minds and Studio 1 Zero March 2015 - Present
Trumpet Player January 2000 - Present
Halstrom High School January 2013 - June 2015
Ayzenberg Group November 2012 - January 2013
Pittsburgh Cares March 2008 - July 2012
PNC Wealth Management January 2006 - March 2007
Skills
Sound Design, Social Media, Editing, Event Planning, Event Management, Non-profits, Nonprofits, Band, Composition, Audio Post Production, Teaching, Guitarist, Vocalist, Microsoft Office, Public Speaking, Project Management, Research, Music Composition, Songwriting, Commercial Music, Music Production, Pro Tools, Trumpet, Fundraising, Audio Engineering, Adobe Creative Suite, Music Education, Youth Outreach, Community Outreach, Community Organizing, Community Service, Volunteer Management, Volunteer Training, Event ma, Teacher Training, Program Evaluation, Non-profit..., Classroom Management, K-12 Education, Curriculum Design, Project Planning, Program Development, Staff Management, Classroom, Leadership Development, Music Theory, Recording, Grant Writing
Education
Duquesne University 2000 — 2004
Bachelor, Music Performance, Business
Roy Serruto, Jr., MPA, CRPC®, AIF® Roy Serruto, Jr., MPA, CRPC®, AIF®'s PNC Wealth Management Experience January 2013 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
American Red Cross June 2012 - Present
RSSJ Properties, LLC. July 2011 - Present
VS3 Studios, LLC. September 2009 - Present
PNC July 2011 - January 2013
UBS Wealth Management March 2011 - July 2011
UBS Wealth Management June 2005 - July 2011
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Customer Relations, Equities, PowerPoint, Research, Customer Service, Budgeting, Microsoft Office, Banking, Social Media, Asset Management, Budgets, Asset Managment, Strategic Financial..., Series 7, Series 63, Financial Services, Financial Analysis, Loans, Credit, Finance, Mutual Funds, Fundraising, Management, Marketing, Sales, Investment Strategies, Business Development, Securities, Portfolio Management, Leadership, Financial Advisory, Asset Allocation, Risk Management, New Business Development, Investment Advisory, Training, Relationship Management, Estate Planning, Alternative Investments, Mortgage Lending, Account Management, Small Business, Analysis, Selling
Education
College for Financial Planning 2010 — 2010
Charted Retirement Planning Counselor Professional Designation, Retirement Planning
University of Dayton 2006 — 2009
Masters, Public Administration
University of Tennessee-Knoxville 2001 — 2005
Bachelors, Political Science
PNC Wealth Management January 2013 - Present
American Red Cross June 2012 - Present
RSSJ Properties, LLC. July 2011 - Present
VS3 Studios, LLC. September 2009 - Present
PNC July 2011 - January 2013
UBS Wealth Management March 2011 - July 2011
UBS Wealth Management June 2005 - July 2011
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Wealth Management, Customer Relations, Equities, PowerPoint, Research, Customer Service, Budgeting, Microsoft Office, Banking, Social Media, Asset Management, Budgets, Asset Managment, Strategic Financial..., Series 7, Series 63, Financial Services, Financial Analysis, Loans, Credit, Finance, Mutual Funds, Fundraising, Management, Marketing, Sales, Investment Strategies, Business Development, Securities, Portfolio Management, Leadership, Financial Advisory, Asset Allocation, Risk Management, New Business Development, Investment Advisory, Training, Relationship Management, Estate Planning, Alternative Investments, Mortgage Lending, Account Management, Small Business, Analysis, Selling
Education
College for Financial Planning 2010 — 2010
Charted Retirement Planning Counselor Professional Designation, Retirement Planning
University of Dayton 2006 — 2009
Masters, Public Administration
University of Tennessee-Knoxville 2001 — 2005
Bachelors, Political Science
Thomas Loester Thomas Loester's PNC Wealth Management Experience Senior Vice PresidentU.S. Trust Company2000 - 2008
Job Vice President and Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management Senior Vice PresidentU.S. Trust Company2000 - 2008
United Jersey Bank/ Summit Bank June 1990 - September 2000
Barclays Bank of New York 1985 - 1990
Irving Trust Company 1978 - 1985
Office of the Comptroller of the Currency 1973 - 1978
Skills
Wealth Management, Private Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Investments, Asset Allocation, Strategic Financial..., Financial Services, Asset Management, Commercial Banking, Risk Management, Financial Analysis
Education
Fairfield University 1969 — 1973
BS, Business Management
PNC Wealth Management Senior Vice PresidentU.S. Trust Company2000 - 2008
United Jersey Bank/ Summit Bank June 1990 - September 2000
Barclays Bank of New York 1985 - 1990
Irving Trust Company 1978 - 1985
Office of the Comptroller of the Currency 1973 - 1978
Skills
Wealth Management, Private Banking, Banking, Credit, Commercial Lending, Credit Analysis, Loans, Investments, Asset Allocation, Strategic Financial..., Financial Services, Asset Management, Commercial Banking, Risk Management, Financial Analysis
Education
Fairfield University 1969 — 1973
BS, Business Management
Mary Ellen Brown Mary Ellen Brown's PNC Wealth Management Experience October 2011 - April 2014
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) April 2014 - Present
PNC Wealth Management October 2011 - April 2014
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Allocation, Trust Management, Alternative Investments, Equities, Finance, Financial Planning, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Wealth Management...
Education
Eckerd College 1999 — 2003
Bachelor of Arts (B.A.)
Widener University
Certificate in Paralegal Studies
PNC Wealth Management (Unofficial) April 2014 - Present
PNC Wealth Management October 2011 - April 2014
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Allocation, Trust Management, Alternative Investments, Equities, Finance, Financial Planning, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Wealth Management...
Education
Eckerd College 1999 — 2003
Bachelor of Arts (B.A.)
Widener University
Certificate in Paralegal Studies
Earl Miller, MBA Earl Miller, MBA's PNC Wealth Management Experience May 2013 - October 2014
Job Director of Client Development at MainLine Investment Partners
Industry Financial Services
Experience
MainLine Investment Partners October 2014 - Present
PNC Wealth Management May 2013 - October 2014
Bernstein Global Wealth Management May 2011 - June 2013
Dentsply January 2008 - June 2011
Dentsply March 2006 - January 2008
Office Max 2000 - 2003
Skills
Wealth Management, Strategic Financial..., New Business Development, Position Management, Financial Services, Strategy, Trusts, Selling, Coaching, Strategic Partnerships, Business Development, Investments, Retirement Planning, Finance, Sales Operations, Sales, Sales Management, Banking, Asset Allocation, Training, Financial Advisory, Estate Planning, Investment Management, Wealth Management..., Leadership, Financial Planning, Management, Portfolio Management, Financial Analysis, Risk Management, Asset Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Business
Saint Leo University
BA, Business
MainLine Investment Partners October 2014 - Present
PNC Wealth Management May 2013 - October 2014
Bernstein Global Wealth Management May 2011 - June 2013
Dentsply January 2008 - June 2011
Dentsply March 2006 - January 2008
Office Max 2000 - 2003
Skills
Wealth Management, Strategic Financial..., New Business Development, Position Management, Financial Services, Strategy, Trusts, Selling, Coaching, Strategic Partnerships, Business Development, Investments, Retirement Planning, Finance, Sales Operations, Sales, Sales Management, Banking, Asset Allocation, Training, Financial Advisory, Estate Planning, Investment Management, Wealth Management..., Leadership, Financial Planning, Management, Portfolio Management, Financial Analysis, Risk Management, Asset Management, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
MBA, Business
Saint Leo University
BA, Business
Kristy Wiegmann's PNC Wealth Management Experience October 2014 - Present
Job Associate Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
PNC Wealth Management September 2007 - October 2014
Skills
Microsoft Office, Asset Management, New Business Development, Asset Managment, Microsoft Excel, Estate Planning, Risk Management, Sales Management, Small Business, Financial Analysis, PowerPoint, Strategic Planning, Investments, Coaching, Sales, Business Development, Retirement Planning, Insurance, Portfolio Management, Wealth Management, Asset Allocation, Series 63, Mutual Funds
Education
College of Charleston 2003 — 2007
Bachelor of Science in Business Administration, Concentration in Finance
ABA Trust School
Wilde Lake High School
PNC Wealth Management October 2014 - Present
PNC Wealth Management September 2007 - October 2014
Skills
Microsoft Office, Asset Management, New Business Development, Asset Managment, Microsoft Excel, Estate Planning, Risk Management, Sales Management, Small Business, Financial Analysis, PowerPoint, Strategic Planning, Investments, Coaching, Sales, Business Development, Retirement Planning, Insurance, Portfolio Management, Wealth Management, Asset Allocation, Series 63, Mutual Funds
Education
College of Charleston 2003 — 2007
Bachelor of Science in Business Administration, Concentration in Finance
ABA Trust School
Wilde Lake High School
Ken Pittman, CFP®, ChFC®, CLU® Ken Pittman, CFP®, ChFC®, CLU®'s PNC Wealth Management Experience January 2007 - Present
Job Senior Vice President and Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2007 - Present
Skills
I hold the following..., Estate Planning, Banking, Wealth, Financial Advisory, Insurance, Finance, Wealth Management..., Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, Trust Services, Strategic Financial..., Investment Strategies, High Net Worth..., Asset Management, Investment Management, Retirement, Investments, Securities, Financial Planning
Education
College for Financial Planning
Certified Financial Planner accreditation; Master's Degree in Personal Financial Planning
The American College
Chartered Financial Consultant and Chartered Life Underwriter accreditations
Wharton Business School
FINRA Certified Regulatory Compliance Professional accreditation
The Johns Hopkins University
Master's Degree, Business/Managerial Economics
University of Maryland Baltimore County
Bachelor's Degree, Economics
Wroxeter-on-Severn
High School
PNC Wealth Management January 2007 - Present
Skills
I hold the following..., Estate Planning, Banking, Wealth, Financial Advisory, Insurance, Finance, Wealth Management..., Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Mutual Funds, Trust Services, Strategic Financial..., Investment Strategies, High Net Worth..., Asset Management, Investment Management, Retirement, Investments, Securities, Financial Planning
Education
College for Financial Planning
Certified Financial Planner accreditation; Master's Degree in Personal Financial Planning
The American College
Chartered Financial Consultant and Chartered Life Underwriter accreditations
Wharton Business School
FINRA Certified Regulatory Compliance Professional accreditation
The Johns Hopkins University
Master's Degree, Business/Managerial Economics
University of Maryland Baltimore County
Bachelor's Degree, Economics
Wroxeter-on-Severn
High School
Murray Barnett Murray Barnett's PNC Wealth Management Experience October 1997 - March 2012
Job Treasurer, Board of Directors at Riviera at East Windsor
Industry Banking
Experience
Riviera at East Windsor May 2012 - May 2014
PNC Wealth Management October 1997 - March 2012
Skills
Wealth Management, Fixed Income, Investment Management, Investment Strategies, Bonds, Equities, Bloomberg, Investments, 401k, Retirement, Pensions, Business Development, Strategic Planning, Management, Asset Allocation, Mutual Funds, Capital Markets, Asset Management, Fund Of Funds, Financial Services, Hedge Funds, Relationship Management
Education
Drexel University - College of Business and Administration
mba
Riviera at East Windsor May 2012 - May 2014
PNC Wealth Management October 1997 - March 2012
Skills
Wealth Management, Fixed Income, Investment Management, Investment Strategies, Bonds, Equities, Bloomberg, Investments, 401k, Retirement, Pensions, Business Development, Strategic Planning, Management, Asset Allocation, Mutual Funds, Capital Markets, Asset Management, Fund Of Funds, Financial Services, Hedge Funds, Relationship Management
Education
Drexel University - College of Business and Administration
mba
Tom Crowley Tom Crowley's PNC Wealth Management Experience 2000 - Present
Job Senior Vice President and Team Director, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2000 - Present
PNC 2000 - 2013
PNC 2000 - 2012
Meyer Darragh Buckler Bebenek & Eck, P.L.L.C. 1993 - 1996
Meyer and Eckenrode Insurance Group 1987 - 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Commercial Lending, Securities, Asset Allocation, Loans, Investments, Trust Services, Financial Analysis, Wealth Management..., Trusts, Asset Management, Retirement, Banking, Finance, Mutual Funds, Series 7, Portfolio Management, Wealth, Investment Advisory, High Net Worth..., Financial Services, Credit, Alternative Investments, Series 63, Financial Planning
Education
Duquesne University School of Law 1990 — 1993
JD, Law
Indiana University of Pennsylvania 1983 — 1987
BA, Economics
Central Cambria High School 1979 — 1983
PNC Wealth Management 2000 - Present
PNC 2000 - 2013
PNC 2000 - 2012
Meyer Darragh Buckler Bebenek & Eck, P.L.L.C. 1993 - 1996
Meyer and Eckenrode Insurance Group 1987 - 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, Strategic Financial..., Commercial Lending, Securities, Asset Allocation, Loans, Investments, Trust Services, Financial Analysis, Wealth Management..., Trusts, Asset Management, Retirement, Banking, Finance, Mutual Funds, Series 7, Portfolio Management, Wealth, Investment Advisory, High Net Worth..., Financial Services, Credit, Alternative Investments, Series 63, Financial Planning
Education
Duquesne University School of Law 1990 — 1993
JD, Law
Indiana University of Pennsylvania 1983 — 1987
BA, Economics
Central Cambria High School 1979 — 1983
Catherine P. McDonnell Catherine P. McDonnell's PNC Wealth Management Experience November 2004 - June 2013
Job Principal, Portfolio Manager at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Brown Advisory June 2013 - Present
PNC Wealth Management November 2004 - June 2013
Lehman Brothers July 1998 - February 2002
Skills
Investments, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, Fixed Income, Equities, Hedge Funds, Estate Planning, Valuation, Financial Analysis, Mutual Funds
Education
The Johns Hopkins University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.), Economics with a Studio Art Minor
Roland Park Country School 1988 — 1994
Benjamin Frick Benjamin Frick's PNC Wealth Management Experience 1985 - 1989
Job Attorney at Law Office of Benjamin C. Frick
Industry Law Practice
Experience
Law Office of Benjamin C. Frick 1989 - Present
General Society, Sons of the Revolution 2012 - 2015
Military Order of the Loyal Legion of the United States 1997 - 2001
PNC Wealth Management 1985 - 1989
United States District Court for the Eastern District of Pennsylvania 1984 - 1984
Skills
Estate Administration, Trusts, Wills, Powers of Attorney, Estate Planning, Estate Law, Legal Advice, Estate Tax Planning, Nonprofits, Tax Preparation, Gift Tax, Tax, Charities, Charitable Gift Planning, Charity Governance, Non-profits, Public Speaking, Legal Writing, Strategic Planning, Legal Research
Education
Villanova University School of Law 1992 — 1994
LL.M., Taxation
University of Richmond School of Law 1982 — 1985
J.D.
Cambridge University 1983 — 1983
Studies in international law
Cornell University 1978 — 1982
B.A., Government
The Haverford School 1968 — 1978
Law Office of Benjamin C. Frick 1989 - Present
General Society, Sons of the Revolution 2012 - 2015
Military Order of the Loyal Legion of the United States 1997 - 2001
PNC Wealth Management 1985 - 1989
United States District Court for the Eastern District of Pennsylvania 1984 - 1984
Skills
Estate Administration, Trusts, Wills, Powers of Attorney, Estate Planning, Estate Law, Legal Advice, Estate Tax Planning, Nonprofits, Tax Preparation, Gift Tax, Tax, Charities, Charitable Gift Planning, Charity Governance, Non-profits, Public Speaking, Legal Writing, Strategic Planning, Legal Research
Education
Villanova University School of Law 1992 — 1994
LL.M., Taxation
University of Richmond School of Law 1982 — 1985
J.D.
Cambridge University 1983 — 1983
Studies in international law
Cornell University 1978 — 1982
B.A., Government
The Haverford School 1968 — 1978
Lori Bishop Andrews, CFA, MBA Lori Bishop Andrews, CFA, MBA's PNC Wealth Management Experience December 2005 - February 2011
Job VicePresident, Senior Investment Officer of Hawthorn at PNC
Industry Financial Services
Experience
PNC Family Wealth, Hawthorn December 2005 - Present
PNC Wealth Management December 2005 - February 2011
Federated Investors October 1992 - November 2005
Skills
Portfolio Management, Compliance Management, Financial Analysis, Training & Development, Fixed Income, Investments, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Securities, Investment Strategies, Mutual Funds, Risk Management, Credit, Equities, Bloomberg Terminal, Forecasting, Employee Training, Financial Institutions, Asset Managment, Fund Of Funds, Strategic Financial..., Investment Management, Investment Advisory, Series 7, Wealth Management..., Hedge Funds, Bonds, Bloomberg, Retirement Planning, Capital Markets, ETFs, Series 63, High Net Worth..., Equity Research, Private Banking, Wealth, Equity Valuation, Valuation, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2001
MBA, Investments, Accounting
Duquesne University 1988 — 1992
BS/BA, Finance, International Business, Spanish, Accounting
PNC Family Wealth, Hawthorn December 2005 - Present
PNC Wealth Management December 2005 - February 2011
Federated Investors October 1992 - November 2005
Skills
Portfolio Management, Compliance Management, Financial Analysis, Training & Development, Fixed Income, Investments, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Securities, Investment Strategies, Mutual Funds, Risk Management, Credit, Equities, Bloomberg Terminal, Forecasting, Employee Training, Financial Institutions, Asset Managment, Fund Of Funds, Strategic Financial..., Investment Management, Investment Advisory, Series 7, Wealth Management..., Hedge Funds, Bonds, Bloomberg, Retirement Planning, Capital Markets, ETFs, Series 63, High Net Worth..., Equity Research, Private Banking, Wealth, Equity Valuation, Valuation, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2001
MBA, Investments, Accounting
Duquesne University 1988 — 1992
BS/BA, Finance, International Business, Spanish, Accounting
Maryanne Pape Maryanne Pape's PNC Wealth Management Experience March 2004 - June 2011
Job Investment Management
Industry Investment Management
Experience
Charlotte, NC. July 2011 - Present
PNC Wealth Management March 2004 - June 2011
Yanni Partners Investment Consulting October 2002 - December 2003
PNC Wealth Management January 2001 - October 2002
Duquesne University April 1995 - December 2000
Love, Scherle, and Bauer CPA's January 1993 - April 1995
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Equities, Mutual Funds, Financial Analysis, Investment Advisory
Education
Duquesne University 1998 — 2000
MBA, Investment Management and Finance
Penn State University 1987 — 1992
BS, Accounting
Charlotte, NC. July 2011 - Present
PNC Wealth Management March 2004 - June 2011
Yanni Partners Investment Consulting October 2002 - December 2003
PNC Wealth Management January 2001 - October 2002
Duquesne University April 1995 - December 2000
Love, Scherle, and Bauer CPA's January 1993 - April 1995
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Equities, Mutual Funds, Financial Analysis, Investment Advisory
Education
Duquesne University 1998 — 2000
MBA, Investment Management and Finance
Penn State University 1987 — 1992
BS, Accounting
Timothy Thurman's PNC Wealth Management Experience 2006 - 2010
Job Partner at Citron Alex & Zionts PC
Industry Law Practice
Experience
Citron Alex & Zionts PC July 2009 - Present
PNC Wealth Management 2006 - 2010
Washington County, Pennsylvania, Court of Common Pleas August 2004 - January 2006
Skills
Estate Planning, Estate Administration, Tax, Trusts, Probate, Wills, Succession Planning, Asset Protection, Powers of Attorney, Tax Law, Wealth Management..., Wealth Management, Mutual Funds, Courts, Trust Services, Litigation, Estate Tax Planning, Family Law, Corporate Law, Securities, Employment Law, Legal Research, Litigation Support, Legal Writing, Retirement Planning, High Net Worth..., Guardianship, Wealth, Asset Allocation, Civil Litigation
Education
Duquesne University School of Law 2001 — 2004
Law
Westminster College (PA) 1997 — 2001
Bachelors, Political Science & Economics
Trinity High School 1993 — 1997
Citron Alex & Zionts PC July 2009 - Present
PNC Wealth Management 2006 - 2010
Washington County, Pennsylvania, Court of Common Pleas August 2004 - January 2006
Skills
Estate Planning, Estate Administration, Tax, Trusts, Probate, Wills, Succession Planning, Asset Protection, Powers of Attorney, Tax Law, Wealth Management..., Wealth Management, Mutual Funds, Courts, Trust Services, Litigation, Estate Tax Planning, Family Law, Corporate Law, Securities, Employment Law, Legal Research, Litigation Support, Legal Writing, Retirement Planning, High Net Worth..., Guardianship, Wealth, Asset Allocation, Civil Litigation
Education
Duquesne University School of Law 2001 — 2004
Law
Westminster College (PA) 1997 — 2001
Bachelors, Political Science & Economics
Trinity High School 1993 — 1997
Tracy Sorzano Tracy Sorzano's PNC Wealth Management Experience November 1996 - Present
Job Wealth Management Director and SVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 1996 - Present
Skills
Wealth Management, Investments, Loans, Estate Planning, Portfolio Management, Trusts, Asset Management, Asset Allocation, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Investment Strategies
Education
University of Baltimore School of Law 2006 — 2008
LLM, Taxation
University of Maryland School of Law 1999 — 2003
JD
Elizabethtown College 1991 — 1995
BS, Business Administration
PNC Wealth Management November 1996 - Present
Skills
Wealth Management, Investments, Loans, Estate Planning, Portfolio Management, Trusts, Asset Management, Asset Allocation, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Investment Strategies
Education
University of Baltimore School of Law 2006 — 2008
LLM, Taxation
University of Maryland School of Law 1999 — 2003
JD
Elizabethtown College 1991 — 1995
BS, Business Administration
Jack Cassady, CFP®'s PNC Wealth Management Experience February 2014 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2014 - Present
PNC September 2012 - February 2014
EMM Financial Services May 2011 - September 2012
HF Financial December 2010 - May 2011
Erickson Financial Companies January 2009 - May 2010
Education
East Carolina University - College of Business 2014 — 2016
Master of Business Administration (MBA)
College for Financial Planning 2008 — 2009
CFP Board-Registered Program (Guilford College)
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
PNC Wealth Management February 2014 - Present
PNC September 2012 - February 2014
EMM Financial Services May 2011 - September 2012
HF Financial December 2010 - May 2011
Erickson Financial Companies January 2009 - May 2010
Education
East Carolina University - College of Business 2014 — 2016
Master of Business Administration (MBA)
College for Financial Planning 2008 — 2009
CFP Board-Registered Program (Guilford College)
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
Liz Hutchins Liz Hutchins's PNC Wealth Management Experience 2008 - 2013
Job Duane Morris Tax Accounting Group
Industry Financial Services
Experience
Duane Morris Tax Accounting Group December 2013 - Present
PNC Wealth Management 2008 - 2013
Skills
Tax
Education
Drexel University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Duane Morris Tax Accounting Group December 2013 - Present
PNC Wealth Management 2008 - 2013
Skills
Tax
Education
Drexel University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Joseph Dressel, CFA, CAIA's PNC Wealth Management Experience July 2013 - Present
Job Vice President, Investment Advisor II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2013 - Present
Wilshire Associates 2005 - 2013
Mellon Financial Corporation 1993 - 2005
Skills
Investments, Asset Allocation, Asset Modeling, Pension Funds, Dynamic Asset Allocation, Tactical Asset..., Manager Selection, Hedge Funds, Investment Policy, Investment Policy..., Investment Strategies, Private Clients, Portfolio Management, Model Portfolios, Performance Measurement, Private Equity, Equities, Investment Advisory, Alternative Investments, Fixed Income
Education
Duquesne University
Masters in Business Administration
Duquesne University
Bachelors of Science in Business Administration
PNC Wealth Management July 2013 - Present
Wilshire Associates 2005 - 2013
Mellon Financial Corporation 1993 - 2005
Skills
Investments, Asset Allocation, Asset Modeling, Pension Funds, Dynamic Asset Allocation, Tactical Asset..., Manager Selection, Hedge Funds, Investment Policy, Investment Policy..., Investment Strategies, Private Clients, Portfolio Management, Model Portfolios, Performance Measurement, Private Equity, Equities, Investment Advisory, Alternative Investments, Fixed Income
Education
Duquesne University
Masters in Business Administration
Duquesne University
Bachelors of Science in Business Administration
Carly Fagan Neals Carly Fagan Neals's PNC Wealth Management Experience January 2008 - December 2011
Job VP/Senior Wealth Advisor at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank January 2012 - Present
PNC Wealth Management January 2008 - December 2011
Morella & Associates, A Professional Corporation August 2006 - January 2008
Skills
Wealth Management, New Business Development, Asset Managment, Retirement Planning, Inheritance Tax Planning, Estate Tax Planning, Estate Planning, Fiduciary Services, Loans, Banking, Strategic Financial..., Investments, Commercial Banking, Small Business Lending, Insurance, Estate Administration
Education
Duquesne University School of Law
Doctor of Law (J.D.)
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Business Administration and Management, General
First Commonwealth Bank January 2012 - Present
PNC Wealth Management January 2008 - December 2011
Morella & Associates, A Professional Corporation August 2006 - January 2008
Skills
Wealth Management, New Business Development, Asset Managment, Retirement Planning, Inheritance Tax Planning, Estate Tax Planning, Estate Planning, Fiduciary Services, Loans, Banking, Strategic Financial..., Investments, Commercial Banking, Small Business Lending, Insurance, Estate Administration
Education
Duquesne University School of Law
Doctor of Law (J.D.)
University of North Carolina at Greensboro
Bachelor of Arts (B.A.), Business Administration and Management, General
Bonnie Pattison's PNC Wealth Management Experience August 2006 - Present
Job Trust Advisor, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2006 - Present
Education
Duquesne University School of Law
J.D.
California University of PA.
International Studies
University of Valencia, Spain
Junior Year Abroad Program
PNC Wealth Management August 2006 - Present
Education
Duquesne University School of Law
J.D.
California University of PA.
International Studies
University of Valencia, Spain
Junior Year Abroad Program
Paul Mammolito Paul Mammolito's PNC Wealth Management Experience February 2014 - Present
Job PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2014 - Present
PNC March 2012 - Present
PNC Financial Services October 2011 - March 2012
PNC May 2010 - October 2011
PNC January 2009 - May 2010
Education
Florida Atlantic University 2007 — 2008
Bachelor of Science (B.S.), Marketing
PNC Wealth Management February 2014 - Present
PNC March 2012 - Present
PNC Financial Services October 2011 - March 2012
PNC May 2010 - October 2011
PNC January 2009 - May 2010
Education
Florida Atlantic University 2007 — 2008
Bachelor of Science (B.S.), Marketing
Michael Nowlin Michael Nowlin's PNC Wealth Management Experience May 2012 - May 2014
Job Sr Vice President and Sr Trust Officer at Cypress Trust Co
Industry Financial Services
Experience
Cypress Trust Co May 2014 - Present
PNC Wealth Management May 2012 - May 2014
Seacoast National Bank June 2001 - January 2011
Bank of America February 2000 - June 2001
First Union May 1995 - February 2000
Shawmut National Bank April 1986 - May 1995
Skills
Investments, Wealth Management, Finance, High Net Worth..., Portfolio Management, Banking, Cross Selling, Mentoring Of Staff, Financial Services, Relationship Management, Wealth Management..., Private Banking, Sales, Management, Budgets, Trust and Estate..., Coaching and Motivating
Education
National Graduate Trust School 1993 — 1994
Certificate, Trust and Estate Administration
Fairfield University
Master of Science, Financial Management
University of California, Santa Barbara
Bachelors
Cypress Trust Co May 2014 - Present
PNC Wealth Management May 2012 - May 2014
Seacoast National Bank June 2001 - January 2011
Bank of America February 2000 - June 2001
First Union May 1995 - February 2000
Shawmut National Bank April 1986 - May 1995
Skills
Investments, Wealth Management, Finance, High Net Worth..., Portfolio Management, Banking, Cross Selling, Mentoring Of Staff, Financial Services, Relationship Management, Wealth Management..., Private Banking, Sales, Management, Budgets, Trust and Estate..., Coaching and Motivating
Education
National Graduate Trust School 1993 — 1994
Certificate, Trust and Estate Administration
Fairfield University
Master of Science, Financial Management
University of California, Santa Barbara
Bachelors
Dale Dominick, CFA Dale Dominick, CFA's PNC Wealth Management Experience July 1998 - May 2007
Job Director of Investments and Research at Adair Financial Group
Industry Financial Services
Experience
Adair Financial Group April 2012 - Present
BenchMark Financial Network 2007 - April 2012
PNC Wealth Management July 1998 - May 2007
Cookson Pierce 1996 - 1998
Yanni Bilkey Investment Consulting 1994 - 1996
Mellon Bank 1991 - 1994
Skills
Wealth Management, Investments, Retirement Planning, Asset Management, Securities, 401k, Wealth Management..., Insurance, Banking, Finance, Asset Allocation, Employee Benefits, Portfolio Management
Education
Duquesne University 1991 — 1993
MBA, Finance and Financial Management Services
West Virginia University 1987 — 1991
bs, finance
Adair Financial Group April 2012 - Present
BenchMark Financial Network 2007 - April 2012
PNC Wealth Management July 1998 - May 2007
Cookson Pierce 1996 - 1998
Yanni Bilkey Investment Consulting 1994 - 1996
Mellon Bank 1991 - 1994
Skills
Wealth Management, Investments, Retirement Planning, Asset Management, Securities, 401k, Wealth Management..., Insurance, Banking, Finance, Asset Allocation, Employee Benefits, Portfolio Management
Education
Duquesne University 1991 — 1993
MBA, Finance and Financial Management Services
West Virginia University 1987 — 1991
bs, finance
Tristan Harding, CWS Tristan Harding, CWS's PNC Wealth Management Experience April 2014 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
"I Have a Dream" Foundation New York Metro Area April 2012 - Present
PNC Wealth Management April 2008 - April 2014
Take Stock in Children of Sarasota County January 2007 - January 2011
Northwestern Mutual June 2002 - March 2008
Education
Dickinson College 1998 — 2002
BS, International Business and Management
Governor Dummer Academy 1994 — 1998
PNC Wealth Management April 2014 - Present
"I Have a Dream" Foundation New York Metro Area April 2012 - Present
PNC Wealth Management April 2008 - April 2014
Take Stock in Children of Sarasota County January 2007 - January 2011
Northwestern Mutual June 2002 - March 2008
Education
Dickinson College 1998 — 2002
BS, International Business and Management
Governor Dummer Academy 1994 — 1998
David F. Huting, CFA's PNC Wealth Management Experience April 2013 - Present
Job Market Investment Director, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2013 - Present
Villanova University August 1996 - Present
PNC Wealth Management August 2000 - April 2013
Vanguard September 1996 - August 2000
Skills
Asset Allocation, Public Speaking, Customer Relations, Staff Management, Portfolio Management, Asset Management, Investment Advisory, Diversity & Inclusion, Supplier Diversity, Asset Managment, Alternative Investments, Customer Service, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Strategic Financial..., Risk Management, Retirement, Leadership, Securities, Finance, Management, Estate Planning, Strategy, Derivatives, Financial Advisory, Series 7, Business Planning, CRM, Fixed Income, Business Development, Equities, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Retirement Planning, Capital Markets, Private Equity, Equity Research, Financial Planning
Education
Drexel University 1984 — 1986
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1980 — 1984
B.S., Finance & Economics
PNC Wealth Management April 2013 - Present
Villanova University August 1996 - Present
PNC Wealth Management August 2000 - April 2013
Vanguard September 1996 - August 2000
Skills
Asset Allocation, Public Speaking, Customer Relations, Staff Management, Portfolio Management, Asset Management, Investment Advisory, Diversity & Inclusion, Supplier Diversity, Asset Managment, Alternative Investments, Customer Service, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Strategic Financial..., Risk Management, Retirement, Leadership, Securities, Finance, Management, Estate Planning, Strategy, Derivatives, Financial Advisory, Series 7, Business Planning, CRM, Fixed Income, Business Development, Equities, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Retirement Planning, Capital Markets, Private Equity, Equity Research, Financial Planning
Education
Drexel University 1984 — 1986
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1980 — 1984
B.S., Finance & Economics
Christopher Vogt Christopher Vogt's PNC Wealth Management Experience April 2011 - September 2015
Job Vice President, Wealth Advisor at First Niagara Bank
Industry Investment Management
Experience
First Niagara Bank September 2015 - Present
PNC Wealth Management April 2011 - September 2015
Federated Investors May 2010 - 2011
Federated Investors September 2007 - May 2010
Federated Investors April 2006 - September 2007
Skills
Management, Charities, Networking/Client..., Cross-functional Team..., Strategy, Leadership, Microsoft Office, Public Speaking
Education
Ohio Wesleyan University 2001 — 2005
Bachelors of Liberal Arts, Pre-Law -- History, Politics, Education
Duquesne University
School of Leadership and Professional Advancement, Executive Certificate in Financial Planning
First Niagara Bank September 2015 - Present
PNC Wealth Management April 2011 - September 2015
Federated Investors May 2010 - 2011
Federated Investors September 2007 - May 2010
Federated Investors April 2006 - September 2007
Skills
Management, Charities, Networking/Client..., Cross-functional Team..., Strategy, Leadership, Microsoft Office, Public Speaking
Education
Ohio Wesleyan University 2001 — 2005
Bachelors of Liberal Arts, Pre-Law -- History, Politics, Education
Duquesne University
School of Leadership and Professional Advancement, Executive Certificate in Financial Planning
Brad Christof's PNC Wealth Management Experience August 2013 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2013 - Present
PNC December 2011 - August 2013
Skills
Hedge Funds, Portfolio Management, USA PATRIOT Act, Strategic Planning, Customer Service, Financial Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), History
Syracuse University College of Law
Doctor of Law (J.D.)
PNC Wealth Management August 2013 - Present
PNC December 2011 - August 2013
Skills
Hedge Funds, Portfolio Management, USA PATRIOT Act, Strategic Planning, Customer Service, Financial Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), History
Syracuse University College of Law
Doctor of Law (J.D.)
Osman Arain Osman Arain's PNC Wealth Management Experience November 2012 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management November 2012 - Present
Beacon Trust Company December 2008 - November 2012
Clear Asset Management LLC July 2004 - December 2008
Bear Stearns 2005 - 2005
Susquehanna Investment Group 2003 - 2003
IBM Strategy & Change 1999 - 2002
Mainspring 1999 - 2002
Greenwich Associates 1997 - 1999
Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Dartmouth College 1993 — 1997
BA, Economics
Hinsdale Central 1989 — 1993
Diploma
PNC Wealth Management November 2012 - Present
Beacon Trust Company December 2008 - November 2012
Clear Asset Management LLC July 2004 - December 2008
Bear Stearns 2005 - 2005
Susquehanna Investment Group 2003 - 2003
IBM Strategy & Change 1999 - 2002
Mainspring 1999 - 2002
Greenwich Associates 1997 - 1999
Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Dartmouth College 1993 — 1997
BA, Economics
Hinsdale Central 1989 — 1993
Diploma
Bradley Holman Bradley Holman's PNC Wealth Management Experience July 2008 - March 2014
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management March 2014 - Present
PNC Wealth Management July 2008 - March 2014
AXA Equitable 2006 - May 2008
Skills
Series 7, Series 66, Wealth Management, Securities, Strategic Financial..., Financial Analysis, Consumer Lending, Retirement Planning, Investments, Portfolio Management, Asset Management, Banking, Credit, Finance, Financial Planning, Leadership, Management, Asset Allocation
Education
Eastern Michigan University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), History
Merrill Lynch Wealth Management March 2014 - Present
PNC Wealth Management July 2008 - March 2014
AXA Equitable 2006 - May 2008
Skills
Series 7, Series 66, Wealth Management, Securities, Strategic Financial..., Financial Analysis, Consumer Lending, Retirement Planning, Investments, Portfolio Management, Asset Management, Banking, Credit, Finance, Financial Planning, Leadership, Management, Asset Allocation
Education
Eastern Michigan University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
University of Michigan 2001 — 2005
Bachelor of Arts (B.A.), History
Rodney Nicholson Rodney Nicholson's PNC Wealth Management Experience September 2010 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2010 - Present
Education
Temple University 2007 — 2010
Bachelor of Arts (B.A.), Finance and Economics
Community College of Philadelphia 2005 — 2007
Associate's degree, Business Administration and Management, General
PNC Wealth Management September 2010 - Present
Education
Temple University 2007 — 2010
Bachelor of Arts (B.A.), Finance and Economics
Community College of Philadelphia 2005 — 2007
Associate's degree, Business Administration and Management, General
Jesse L. Rumble's PNC Wealth Management Experience April 2006 - September 2006
Job Territory Manager Endoscopy
Industry Medical Devices
Experience
Boston Scientific March 2014 - Present
Cintas Document Management May 2012 - March 2014
Cintas Document Management July 2009 - May 2012
Hitachi Consulting September 2007 - July 2009
PNC Wealth Management April 2006 - September 2006
Prudential Fox and Roach Realtors April 2005 - September 2005
Wachovia Securities, LLC April 2004 - September 2004
Skills
CRM, Management, Sales, Marketing, Training, Sales Process, Selling, Sales Management, Enterprise Software, SharePoint, Finance, Proposal Writing, New Business Development
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science, Business Administration, Finance & Marketing
Boston Scientific March 2014 - Present
Cintas Document Management May 2012 - March 2014
Cintas Document Management July 2009 - May 2012
Hitachi Consulting September 2007 - July 2009
PNC Wealth Management April 2006 - September 2006
Prudential Fox and Roach Realtors April 2005 - September 2005
Wachovia Securities, LLC April 2004 - September 2004
Skills
CRM, Management, Sales, Marketing, Training, Sales Process, Selling, Sales Management, Enterprise Software, SharePoint, Finance, Proposal Writing, New Business Development
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science, Business Administration, Finance & Marketing
Mark Lehrkamp Mark Lehrkamp's PNC Wealth Management Experience June 2000 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2000 - Present
National City Bank June 2000 - 2008
Skills
Asset Allocation, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Investment Management, Asset Management, Alternative Investments, Wealth Management..., Securities, Series 7
Education
Concordia University-Wisconsin 1996 — 2000
Bachelor of Arts (BA), General Business
PNC Wealth Management June 2000 - Present
National City Bank June 2000 - 2008
Skills
Asset Allocation, Equities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Wealth Management, Investment Management, Asset Management, Alternative Investments, Wealth Management..., Securities, Series 7
Education
Concordia University-Wisconsin 1996 — 2000
Bachelor of Arts (BA), General Business
Robert Faux Robert Faux's PNC Wealth Management Experience July 2012 - Present
Job Sales and Service Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
Gregory M. Hart, CFP® Gregory M. Hart, CFP®'s PNC Wealth Management Experience July 2008 - July 2015
Job President at Haddon Wealth Management, LLC
Industry Investment Management
Experience
Haddon Wealth Management, LLC July 2015 - Present
PNC Wealth Management July 2008 - July 2015
Bank of New York Mellon Wealth Management July 1999 - July 2008
Wachovia (First Union) September 1996 - April 1999
BNY Mellon Wealth Management December 1995 - September 1996
Lincoln Financial Group April 1991 - December 1995
Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management
Education
College for Financial Planning 1996 — 2000
CFP
West Virginia University 1981 — 1985
Bachelors
Haddon Wealth Management, LLC July 2015 - Present
PNC Wealth Management July 2008 - July 2015
Bank of New York Mellon Wealth Management July 1999 - July 2008
Wachovia (First Union) September 1996 - April 1999
BNY Mellon Wealth Management December 1995 - September 1996
Lincoln Financial Group April 1991 - December 1995
Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management
Education
College for Financial Planning 1996 — 2000
CFP
West Virginia University 1981 — 1985
Bachelors
Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®'s PNC Wealth Management Experience June 2001 - August 2005
Job Affluent Wealth Advisor Vice President (Conway Wealth Group, LLC) at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2007 - Present
AMG National Trust Bank September 2005 - August 2007
PNC Wealth Management June 2001 - August 2005
American Express Financial Advisors November 1999 - May 2001
Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds
Education
University of Pennsylvania 2006 — 2006
Investment Management
Fairleigh Dickinson University 2001 — 2004
MBA, Finance
Roger Williams University 1995 — 1999
BS, Marketing
Summit Financial Resources, Inc. September 2007 - Present
AMG National Trust Bank September 2005 - August 2007
PNC Wealth Management June 2001 - August 2005
American Express Financial Advisors November 1999 - May 2001
Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds
Education
University of Pennsylvania 2006 — 2006
Investment Management
Fairleigh Dickinson University 2001 — 2004
MBA, Finance
Roger Williams University 1995 — 1999
BS, Marketing
Lisa Bebout, CFP®, CTFA, ChFC®'s PNC Wealth Management Experience July 2013 - Present
Job Vice President, Senior Banking Advisor, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2013 - Present
Seaside National Bank & Trust April 2008 - July 2013
Bank of America/Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Estate Planning, Trust Services, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fiduciary Management, Certified Financial..., Trust Management, Fiduciary Services, Life Insurance, Public Speaking, Leadership, Professional Mentoring, Finance, Small Business Lending, Wealth Management..., Asset Management, Credit, Banking, Cash Management, Relationship Management, Asset Based Lending, Lines Of Credit, Risk Management, Wealth, Loans, Financial Services, Strategic Financial..., Securities, Mortgage Lending, Asset Allocation, Commercial Mortgages, Financial Planning
Education
Florida Atlantic University 1988 — 1992
Bachelor of Business Administration, Management
Martin County High School 1984 — 1988
PNC Wealth Management July 2013 - Present
Seaside National Bank & Trust April 2008 - July 2013
Bank of America/Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Estate Planning, Trust Services, Private Banking, Commercial Banking, Commercial Lending, Consumer Lending, Fiduciary Management, Certified Financial..., Trust Management, Fiduciary Services, Life Insurance, Public Speaking, Leadership, Professional Mentoring, Finance, Small Business Lending, Wealth Management..., Asset Management, Credit, Banking, Cash Management, Relationship Management, Asset Based Lending, Lines Of Credit, Risk Management, Wealth, Loans, Financial Services, Strategic Financial..., Securities, Mortgage Lending, Asset Allocation, Commercial Mortgages, Financial Planning
Education
Florida Atlantic University 1988 — 1992
Bachelor of Business Administration, Management
Martin County High School 1984 — 1988
Neil Byrne Neil Byrne's PNC Wealth Management Experience May 2015 - Present
Job VP, Wealth Planner at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2015 - Present
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Accounting, GAAP, Internal Controls, CPA, Corporate Tax, QuickBooks
Education
Villanova University School of Law 2009 — 2009
Master of Laws (LL.M.), Taxation
Villanova University School of Law 2006 — 2009
Juris Doctor (J.D.)
Dartmouth College 2005 — 2006
Master of Arts (M.A.), American Studies
Indiana University Bloomington 1999 — 2002
Bachelor of Arts (B.A.)
PNC Wealth Management May 2015 - Present
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Accounting, GAAP, Internal Controls, CPA, Corporate Tax, QuickBooks
Education
Villanova University School of Law 2009 — 2009
Master of Laws (LL.M.), Taxation
Villanova University School of Law 2006 — 2009
Juris Doctor (J.D.)
Dartmouth College 2005 — 2006
Master of Arts (M.A.), American Studies
Indiana University Bloomington 1999 — 2002
Bachelor of Arts (B.A.)
Kevin B. Granger, CFP Kevin B. Granger, CFP's PNC Wealth Management Experience April 2002 - Present
Job Senior Vice President at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
Kevin Poelcher's PNC Wealth Management Experience January 2012 - March 2014
Job Senior Operations Associate at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2014 - Present
The ScareHouse August 2013 - Present
PNC Wealth Management January 2012 - March 2014
PNC February 2010 - January 2012
CAM Hospitality Advisors, LLC August 2008 - March 2010
Skills
Banking, Leadership, Sales, Series 7, Credit, Consumer Lending, Wealth Management, Loans, Customer Service, Financial Services, Microsoft Word, Outlook, Retail Banking, Customer Satisfaction, Investments, Asset Management, Public Speaking
Education
Point Park University 2013 — 2016
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Community College of Beaver County 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
PNC Investments March 2014 - Present
The ScareHouse August 2013 - Present
PNC Wealth Management January 2012 - March 2014
PNC February 2010 - January 2012
CAM Hospitality Advisors, LLC August 2008 - March 2010
Skills
Banking, Leadership, Sales, Series 7, Credit, Consumer Lending, Wealth Management, Loans, Customer Service, Financial Services, Microsoft Word, Outlook, Retail Banking, Customer Satisfaction, Investments, Asset Management, Public Speaking
Education
Point Park University 2013 — 2016
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Community College of Beaver County 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Kevin Huebschman Kevin Huebschman's PNC Wealth Management Experience May 2014 - Present
Job Vice President, Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2014 - Present
PNC Wealth Management August 2012 - May 2014
PNC December 2010 - August 2012
JPMorgan Chase December 2006 - November 2010
Bank of America 2004 - 2006
Skills
Private Banking, Strategic Financial..., Retirement Planning, Wealth Management, Consumer Lending, Small Business Lending, Loan Servicing, Cash Management, Retail Banking, Relationship Management, Series 7, High Net Worth..., Series 63, Series 6, Credit, Commercial Lending, Portfolio Management, Mutual Funds, Loans, Mortgage Lending, Securities, Investments, Banking, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Asset Management, Wealth Management..., Retirement, Loan Origination, Investment Strategies, Underwriting, Finance, Investment Advisory, Financial Analysis, Risk Management, Life Insurance, Insurance, Mortgage Banking, Investment Management, Leadership, Estate Planning, 401k, Asset Allocation
Education
Leadership fort wayne
Cleveland State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
Financial Planning and Services
PNC Wealth Management May 2014 - Present
PNC Wealth Management August 2012 - May 2014
PNC December 2010 - August 2012
JPMorgan Chase December 2006 - November 2010
Bank of America 2004 - 2006
Skills
Private Banking, Strategic Financial..., Retirement Planning, Wealth Management, Consumer Lending, Small Business Lending, Loan Servicing, Cash Management, Retail Banking, Relationship Management, Series 7, High Net Worth..., Series 63, Series 6, Credit, Commercial Lending, Portfolio Management, Mutual Funds, Loans, Mortgage Lending, Securities, Investments, Banking, Commercial Banking, Credit Analysis, Cross Selling, Lines Of Credit, Asset Management, Wealth Management..., Retirement, Loan Origination, Investment Strategies, Underwriting, Finance, Investment Advisory, Financial Analysis, Risk Management, Life Insurance, Insurance, Mortgage Banking, Investment Management, Leadership, Estate Planning, 401k, Asset Allocation
Education
Leadership fort wayne
Cleveland State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning 2011 — 2013
Financial Planning and Services
Michael Gustafson, CFP® Michael Gustafson, CFP®'s PNC Wealth Management Experience September 2012 - Present
Job Vice PresidentSenior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2012 - Present
Northern Trust August 2007 - August 2012
LaSalle Bank January 2003 - August 2007
Fifth Third Bank August 2001 - December 2002
The First National Bank of Chicago June 1991 - August 2001
Education
College for Financial Planning 1999 — 2000
CFP, Certified Fanancial Planning
University of Illinois at Urbana-Champaign 1986 — 1990
BAS, Economics
Genoa-Kingston High School 1982 — 1986
PNC Wealth Management September 2012 - Present
Northern Trust August 2007 - August 2012
LaSalle Bank January 2003 - August 2007
Fifth Third Bank August 2001 - December 2002
The First National Bank of Chicago June 1991 - August 2001
Education
College for Financial Planning 1999 — 2000
CFP, Certified Fanancial Planning
University of Illinois at Urbana-Champaign 1986 — 1990
BAS, Economics
Genoa-Kingston High School 1982 — 1986
Barbara Knapp Sassen, CFA Barbara Knapp Sassen, CFA's PNC Wealth Management Experience January 2013 - Present
Job Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2013 - Present
BMO Private Bank February 2011 - January 2013
Front Barnett Associates LLC July 1995 - July 2007
LaSalle Bank July 1985 - February 1995
Skills
Portfolio Management, Equities, Investments, Financial Analysis, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Securities, Asset Management, Finance, Wealth Management, Investment Strategies, Banking, Fixed Income, Equity Research, Alternative Investments
Education
DePaul University 1986 — 1988
Master of Business Administration, Finance
Eastern Illinois University 1981 — 1985
Bachelor of Science, Finance
Benet Academy 1978 — 1981
PNC Wealth Management January 2013 - Present
BMO Private Bank February 2011 - January 2013
Front Barnett Associates LLC July 1995 - July 2007
LaSalle Bank July 1985 - February 1995
Skills
Portfolio Management, Equities, Investments, Financial Analysis, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Securities, Asset Management, Finance, Wealth Management, Investment Strategies, Banking, Fixed Income, Equity Research, Alternative Investments
Education
DePaul University 1986 — 1988
Master of Business Administration, Finance
Eastern Illinois University 1981 — 1985
Bachelor of Science, Finance
Benet Academy 1978 — 1981
Scott Roetter Scott Roetter's PNC Wealth Management Experience July 2007 - November 2009
Job Independent Landman at R. Scott Roetter
Industry Oil & Energy
Experience
Cardinal Land Services March 2015 - Present
Linc Design, LLC October 2011 - Present
R. Scott Roetter March 2015 - Present
Western Land Services, Inc. November 2014 - March 2015
Tide Energy LLC September 2014 - November 2014
MARTEC Land Services May 2012 - November 2014
Holland Services November 2011 - May 2012
Berryman Hall & Matheny October 2011 - November 2011
PNC Wealth Management July 2007 - November 2009
K&L Gates November 2005 - July 2007
Skills
Legal Research, Database Management, Litigation Support, Legal Writing, Westlaw, Document Review, Corporate Law, Legal Assistance, Database Admin, Legal Issues, Nonprofits, Policy, Family Law, Commercial Litigation, Courts, Criminal Law, Securities, Litigation, Employment Law, Estate Planning, Civil Litigation, Leases, LexisNexis, Due Diligence
Education
Duquesne University Law School 2007 — 2011
JD, Law
Columbia University in the City of New York 1992 — 1996
BA, Cultural Anthropology
David B. Oliver HS 1989 — 1992
CAS
Cardinal Land Services March 2015 - Present
Linc Design, LLC October 2011 - Present
R. Scott Roetter March 2015 - Present
Western Land Services, Inc. November 2014 - March 2015
Tide Energy LLC September 2014 - November 2014
MARTEC Land Services May 2012 - November 2014
Holland Services November 2011 - May 2012
Berryman Hall & Matheny October 2011 - November 2011
PNC Wealth Management July 2007 - November 2009
K&L Gates November 2005 - July 2007
Skills
Legal Research, Database Management, Litigation Support, Legal Writing, Westlaw, Document Review, Corporate Law, Legal Assistance, Database Admin, Legal Issues, Nonprofits, Policy, Family Law, Commercial Litigation, Courts, Criminal Law, Securities, Litigation, Employment Law, Estate Planning, Civil Litigation, Leases, LexisNexis, Due Diligence
Education
Duquesne University Law School 2007 — 2011
JD, Law
Columbia University in the City of New York 1992 — 1996
BA, Cultural Anthropology
David B. Oliver HS 1989 — 1992
CAS
Kenneth Thomas, CFA's PNC Wealth Management Experience September 2008 - August 2010
Job Portfolio Manager at The Huntington Trust
Industry Financial Services
Experience
Huntington National Bank September 2014 - Present
Northern Trust August 2010 - September 2014
PNC Wealth Management September 2008 - August 2010
US Trust April 2002 - July 2007
Skills
Asset Management, Investments, Asset, Wealth, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management, Series 7, Fixed Income, Equities, Investment Advisory, Trusts
Education
Florida Atlantic University 1999 — 2001
MBA, Finance
Loyola College in Maryland 1992 — 1997
BA, Psychology
Huntington National Bank September 2014 - Present
Northern Trust August 2010 - September 2014
PNC Wealth Management September 2008 - August 2010
US Trust April 2002 - July 2007
Skills
Asset Management, Investments, Asset, Wealth, Asset Allocation, Wealth Management..., Investment Strategies, Alternative Investments, Mutual Funds, Portfolio Management, Investment Management, Wealth Management, Series 7, Fixed Income, Equities, Investment Advisory, Trusts
Education
Florida Atlantic University 1999 — 2001
MBA, Finance
Loyola College in Maryland 1992 — 1997
BA, Psychology
Jamie Priest Jamie Priest's PNC Wealth Management Experience November 2003 - February 2012
Job Personal Financial Adviser at Cetera Financial Specialists LLC
Industry Investment Management
Experience
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
William Coffing William Coffing's PNC Wealth Management Experience May 2010 - Present
Job Vice President, Investment Advisor, at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
PNC Wealth Management May 2010 - Present
Goldey-Beacom College 2008 - Present
Wachovia, A Wells Fargo Company 2008 - 2009
Merrill Lynch 2005 - 2008
Morgan Stanley 1999 - 2005
First Union 1997 - 1999
SunTrust Bank (formerly Crestar Bank) 1994 - 1997
PNC 1993 - 1994
PNC Bank 1989 - 1993
Skills
Portfolio Management, Wealth Management, Commercial Lending, Relationship Management, Series 7, Investments, Loans, Financial Services, Asset Allocation, Private Banking, Credit, Financial Markets, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies
Education
Drexel University - LeBow College of Business
MBA, Investment Management
Michigan State University
BA, Finance
Anthony Smedley Anthony Smedley's PNC Wealth Management Experience June 2013 - Present
Job Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2013 - Present
PNC Wealth Management July 2012 - June 2013
Fidelity Deposit and Discount Bank November 2005 - July 2007
Skills
Wealth Management, Analysis, Estate Planning, Wealth
Education
Temple University - James E. Beasley School of Law 2014 — 2017
Master’s Degree, Tax Law/Taxation
Florida Coastal School of Law 2007 — 2010
Juris Doctor (J.D.), Law
King's College 2000 — 2004
Bachelor’s Degree, Finance, General
PNC Wealth Management June 2013 - Present
PNC Wealth Management July 2012 - June 2013
Fidelity Deposit and Discount Bank November 2005 - July 2007
Skills
Wealth Management, Analysis, Estate Planning, Wealth
Education
Temple University - James E. Beasley School of Law 2014 — 2017
Master’s Degree, Tax Law/Taxation
Florida Coastal School of Law 2007 — 2010
Juris Doctor (J.D.), Law
King's College 2000 — 2004
Bachelor’s Degree, Finance, General
Joe Palmieri, CFA Joe Palmieri, CFA's PNC Wealth Management Experience September 2014 - June 2015
Job Director of Investments Waldron Private Wealth
Industry Financial Services
Experience
Waldron Private Wealth June 2015 - Present
PNC Wealth Management September 2014 - June 2015
JKMilne Asset Management January 2014 - September 2014
JKMilne Asset Management January 2007 - December 2013
JKMilne Asset Management May 2006 - December 2006
Bank of the West September 2003 - July 2004
Skills
Trading, Bloomberg, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Account Reconciliation, Barclays Point, Performance Attribution, Microsoft Excel, Advent, PowerPoint, Banking, Mutual Funds, Investments, Finance, FactSet, Equity Research Analysis, Client Development, Equities, Alternative Investments, ETFs
Education
Duquesne University 2005 — 2006
Master of Business Administration (M.B.A.), Finance
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Business Administration/Finance
Upper Saint Clair High School 1995 — 1999
Waldron Private Wealth June 2015 - Present
PNC Wealth Management September 2014 - June 2015
JKMilne Asset Management January 2014 - September 2014
JKMilne Asset Management January 2007 - December 2013
JKMilne Asset Management May 2006 - December 2006
Bank of the West September 2003 - July 2004
Skills
Trading, Bloomberg, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Account Reconciliation, Barclays Point, Performance Attribution, Microsoft Excel, Advent, PowerPoint, Banking, Mutual Funds, Investments, Finance, FactSet, Equity Research Analysis, Client Development, Equities, Alternative Investments, ETFs
Education
Duquesne University 2005 — 2006
Master of Business Administration (M.B.A.), Finance
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Business Administration/Finance
Upper Saint Clair High School 1995 — 1999
Whitney Hinckley Whitney Hinckley's PNC Wealth Management Experience June 2013 - August 2015
Job Sales and Service Coordinator at PNC Financial Services
Industry Financial Services
Experience
PNC Wealth Management June 2013 - August 2015
PNC Bank July 2011 - June 2013
PNC Bank February 2009 - July 2011
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Relationship Management, Wealth Management, Lotus Notes, Microsoft Office, PowerPoint, Microsoft Word, Sales, Customer Satisfaction, Sales Management, Customer Service, Team Building, Finance, Coaching, Loan Origination, Deposits, Lines Of Credit, Retail, Financial Services, Risk Management, Performance Management, Branch Management, AML, KYC, Private Banking, Credit Cards, Merchant Services, Branch Banking
Education
University of Cincinnati 2003 — 2007
Bachelor of Science (B.S.), International Relations and Affairs
DePaul University
PNC Wealth Management June 2013 - August 2015
PNC Bank July 2011 - June 2013
PNC Bank February 2009 - July 2011
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Relationship Management, Wealth Management, Lotus Notes, Microsoft Office, PowerPoint, Microsoft Word, Sales, Customer Satisfaction, Sales Management, Customer Service, Team Building, Finance, Coaching, Loan Origination, Deposits, Lines Of Credit, Retail, Financial Services, Risk Management, Performance Management, Branch Management, AML, KYC, Private Banking, Credit Cards, Merchant Services, Branch Banking
Education
University of Cincinnati 2003 — 2007
Bachelor of Science (B.S.), International Relations and Affairs
DePaul University
Ryan Swan Ryan Swan's PNC Wealth Management Experience February 2014 - June 2014
Job Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Council Rock School District June 2009 - Present
PNC Wealth Management February 2014 - June 2014
PNC Wealth Management June 2013 - January 2014
PNC July 2012 - May 2013
PNC May 2011 - June 2012
Edward Jones November 2009 - January 2011
Moulding and Millwork a Subsidiary of Sauder Industries January 2008 - November 2009
Pennsylvania State Employees Credit Union May 2006 - April 2007
Skills
Customer Service, Leadership, Teamwork, Business Efficiency, Wealth Management, Financial Analysis, Sales, Public Speaking, Team Building, Coaching, Strategic Planning, Customer Relations, Training, Team Leadership, Series 7, Banking, Investments, Finance
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
B.S. Degree, Business Finance
East Stroudsburg University of Pennsylvania 2003 — 2007
B.A. Degree, Economics
Wells Fargo July 2014 - Present
Council Rock School District June 2009 - Present
PNC Wealth Management February 2014 - June 2014
PNC Wealth Management June 2013 - January 2014
PNC July 2012 - May 2013
PNC May 2011 - June 2012
Edward Jones November 2009 - January 2011
Moulding and Millwork a Subsidiary of Sauder Industries January 2008 - November 2009
Pennsylvania State Employees Credit Union May 2006 - April 2007
Skills
Customer Service, Leadership, Teamwork, Business Efficiency, Wealth Management, Financial Analysis, Sales, Public Speaking, Team Building, Coaching, Strategic Planning, Customer Relations, Training, Team Leadership, Series 7, Banking, Investments, Finance
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
B.S. Degree, Business Finance
East Stroudsburg University of Pennsylvania 2003 — 2007
B.A. Degree, Economics
James J. Witterschein, CFA James J. Witterschein, CFA's PNC Wealth Management Experience 2003 - 2012
Job
Industry Investment Management
Experience
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
Nicholas D. Kennedy, CFP®, CRPC®'s PNC Wealth Management Experience June 2008 - August 2013
Job Comprehensive Wealth Planning Growing, Protecting & Empowering Your FamilyWealth
Industry Financial Services
Experience
FamilyWealth Management Group September 2013 - Present
PNC Wealth Management June 2008 - August 2013
Education
University of Pittsburgh 2006 — 2008
BS- Business Administration, Finance, Cum Laude
Duquesne University 2011 — 2012
Executive Certificate in Financial Planning, Business Administration and Management, General
FamilyWealth Management Group September 2013 - Present
PNC Wealth Management June 2008 - August 2013
Education
University of Pittsburgh 2006 — 2008
BS- Business Administration, Finance, Cum Laude
Duquesne University 2011 — 2012
Executive Certificate in Financial Planning, Business Administration and Management, General
Antonio E. Morello, CFA Antonio E. Morello, CFA's PNC Wealth Management Experience 2011 - 2015
Job Experienced Investment and Financial Services Professional
Industry Financial Services
Experience
PNC Wealth Management 2011 - 2015
Nationwide Financial 2006 - 2011
Snow Capital Management L.P. 2004 - 2006
Mid Atlantic Capital Group, Inc. 2000 - 2004
Skills
Investments, Retirement, Strategy, Consulting, Wealth Management, Financial Services, Portfolio Management, Retirement Planning, Financial Planning, Product Development, Product Management, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds
Education
Duquesne University
B.S.B.A
The University of Chicago
PNC Wealth Management 2011 - 2015
Nationwide Financial 2006 - 2011
Snow Capital Management L.P. 2004 - 2006
Mid Atlantic Capital Group, Inc. 2000 - 2004
Skills
Investments, Retirement, Strategy, Consulting, Wealth Management, Financial Services, Portfolio Management, Retirement Planning, Financial Planning, Product Development, Product Management, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds
Education
Duquesne University
B.S.B.A
The University of Chicago
Amber Perroud's PNC Wealth Management Experience August 2013 - Present
Job Investment & Trust Sales & Service Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2013 - Present
First National Bank of Michigan June 2012 - August 2013
PNC May 2011 - May 2012
PNC November 2009 - May 2011
Skills
Wealth Management, Financial Services, Credit, Loans, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Portfolio Management, Retail Banking, Consumer Lending, Cross Selling, Small Business Lending, Credit Risk, Mortgage Lending, Mutual Funds, Finance, Financial Analysis
Education
Cornerstone University
Bachelor of Science (BS), Finance and Financial Management Services
PNC Wealth Management August 2013 - Present
First National Bank of Michigan June 2012 - August 2013
PNC May 2011 - May 2012
PNC November 2009 - May 2011
Skills
Wealth Management, Financial Services, Credit, Loans, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Portfolio Management, Retail Banking, Consumer Lending, Cross Selling, Small Business Lending, Credit Risk, Mortgage Lending, Mutual Funds, Finance, Financial Analysis
Education
Cornerstone University
Bachelor of Science (BS), Finance and Financial Management Services
Levi Zsuppan Levi Zsuppan's PNC Wealth Management Experience June 2013 - August 2013
Job Associate Relationship Manager at PNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Wealth Management June 2013 - August 2013
The Pennsylvania State University Dickinson School of Law January 2013 - May 2013
Cambria County District Attorney's Office May 2012 - August 2012
Penn State University Athletics January 2008 - May 2011
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Juris Doctor
Penn State University 2007 — 2011
Liberal Arts: B.A, Political Science, English
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Wealth Management June 2013 - August 2013
The Pennsylvania State University Dickinson School of Law January 2013 - May 2013
Cambria County District Attorney's Office May 2012 - August 2012
Penn State University Athletics January 2008 - May 2011
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Juris Doctor
Penn State University 2007 — 2011
Liberal Arts: B.A, Political Science, English
Clancy Atkinson, CFP® Clancy Atkinson, CFP®'s PNC Wealth Management Experience December 2009 - Present
Job PNC Wealth Management, Sr. Relationship Manager
Industry Financial Services
Experience
PNC Wealth Management December 2009 - Present
Citizens Bank June 2001 - December 2009
Education
Duquesne University 2004 — 2005
Certified Financial Planner, Finance and Financial Management Services
Washington and Jefferson College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PNC Wealth Management December 2009 - Present
Citizens Bank June 2001 - December 2009
Education
Duquesne University 2004 — 2005
Certified Financial Planner, Finance and Financial Management Services
Washington and Jefferson College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Victor Dacruz's PNC Wealth Management Experience September 2004 - May 2008
Job Looking for: Public Relations, Marketing, Social Media, Internship
Industry Marketing and Advertising
Experience
The Roosevelt Hotel March 2014 - September 2014
TheLadders February 2012 - August 2012
PNC Wealth Management September 2004 - May 2008
Skills
Research, SRDS, Microsoft Office, MRI, Salesforce, InDesign, Social Networking, Marketing, Photoshop, Public Relations, Customer Service, Event Planning, Microsoft Word, Social Media Marketing
Education
Fashion Institute of Technology 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Marketing, Advertising and Communications, 3.41 GPA
The Roosevelt Hotel March 2014 - September 2014
TheLadders February 2012 - August 2012
PNC Wealth Management September 2004 - May 2008
Skills
Research, SRDS, Microsoft Office, MRI, Salesforce, InDesign, Social Networking, Marketing, Photoshop, Public Relations, Customer Service, Event Planning, Microsoft Word, Social Media Marketing
Education
Fashion Institute of Technology 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Marketing, Advertising and Communications, 3.41 GPA
Kimra Lamberty-Abebe Kimra Lamberty-Abebe's PNC Wealth Management Experience November 2010 - August 2013
Job AP Associate at Chemonics International
Industry International Trade and Development
Experience
Chemonics International June 2014 - Present
PNC September 2013 - June 2014
PNC Wealth Management November 2010 - August 2013
PNC April 2008 - October 2010
Liberty Mutual Insurance January 2005 - April 2008
Skills
Accounting, Government Contracting, Loan Servicing, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Banking, Outlook, Lotus Notes, Administrative..., Accounts Payable, Spreadsheets, PeopleSoft, Research, Process Improvement
Education
University of Virginia 2013 — 2015
Certificate, Accounting
DeVry University-Georgia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Information Systems
Chemonics International June 2014 - Present
PNC September 2013 - June 2014
PNC Wealth Management November 2010 - August 2013
PNC April 2008 - October 2010
Liberty Mutual Insurance January 2005 - April 2008
Skills
Accounting, Government Contracting, Loan Servicing, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Banking, Outlook, Lotus Notes, Administrative..., Accounts Payable, Spreadsheets, PeopleSoft, Research, Process Improvement
Education
University of Virginia 2013 — 2015
Certificate, Accounting
DeVry University-Georgia 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Information Systems
Mario Joseph Mario Joseph's PNC Wealth Management Experience April 2011 - Present
Job Sales and Service Specialist Coordinator II
Industry Financial Services
Experience
PNC Wealth Management April 2011 - Present
PNC September 2007 - April 2011
Global Mortgage May 2006 - September 2007
Ricoh Business Solutions March 2005 - May 2006
Skills
Sales, Financial Services, Mortgage Lending, Banking, Relationship Management, Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management, Customer Service, Management, Loans, Finance, Strategic Partner..., Investment Strategies, Strategic Leadership, CRM, Salesforce Training, Sales Coaching, Seibel
Education
Eastern University 2013 — 2015
MBA, Management
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Design and Visual Communications, General
PNC Wealth Management April 2011 - Present
PNC September 2007 - April 2011
Global Mortgage May 2006 - September 2007
Ricoh Business Solutions March 2005 - May 2006
Skills
Sales, Financial Services, Mortgage Lending, Banking, Relationship Management, Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Wealth Management, Customer Service, Management, Loans, Finance, Strategic Partner..., Investment Strategies, Strategic Leadership, CRM, Salesforce Training, Sales Coaching, Seibel
Education
Eastern University 2013 — 2015
MBA, Management
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Design and Visual Communications, General
William Taroli, MBA William Taroli, MBA's PNC Wealth Management Experience May 2011 - Present
Job Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2011 - Present
PNC May 2009 - May 2011
Wachovia April 2006 - April 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, High Net Worth..., Credit, Strategic Financial..., Asset Management, Loans, Commercial Banking, Wealth, Equities, Risk Management
Education
Drexel University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Scranton 2000 — 2004
Bachelor's degree, Philosophy & Sociology
PNC Wealth Management May 2011 - Present
PNC May 2009 - May 2011
Wachovia April 2006 - April 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Portfolio Management, Banking, Investments, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, High Net Worth..., Credit, Strategic Financial..., Asset Management, Loans, Commercial Banking, Wealth, Equities, Risk Management
Education
Drexel University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Scranton 2000 — 2004
Bachelor's degree, Philosophy & Sociology
RENE ELIZABETH CHIN's PNC Wealth Management Experience September 2011 - Present
Job Sales and Services Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2011 - Present
Skills
Investments, Banking, Credit, Team Leadership, Portfolio Management
Education
Palm Beach Atlantic University-West Palm Beach 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Florida Atlantic University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
PNC Wealth Management September 2011 - Present
Skills
Investments, Banking, Credit, Team Leadership, Portfolio Management
Education
Palm Beach Atlantic University-West Palm Beach 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Florida Atlantic University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Neal Magnotta's PNC Wealth Management Experience June 2013 - March 2015
Job Lead Business Systems Analyst at PNC
Industry Information Services
Experience
PNC March 2015 - Present
PNC Wealth Management June 2013 - March 2015
PNC Wealth Management August 2011 - June 2013
PNC Wealth Management June 2010 - August 2010
SAP September 2008 - March 2009
Direct Image Design (DiD) May 2008 - September 2008
Freelance June 2005 - September 2008
SAP September 2007 - April 2008
Marshall Consulting January 2006 - September 2007
Skills
Project Management, SAP, Management, ERP, Business Process, SAP ERP, Enterprise Software, Business Intelligence, Software Project..., Business Analysis, IT Strategy, SaaS, Knowledge Management, End User Training, Requirements Gathering, WebSphere ESB, IBM Mainframe, Oracle SQL, Microsoft SQL Server, User Interface Design, Software Documentation, Quality Assurance, Databases
Education
Drexel University 2009 — 2011
MS, Information Systems
Drexel University 2006 — 2011
Bachelor's of Science, Information Systems
PNC March 2015 - Present
PNC Wealth Management June 2013 - March 2015
PNC Wealth Management August 2011 - June 2013
PNC Wealth Management June 2010 - August 2010
SAP September 2008 - March 2009
Direct Image Design (DiD) May 2008 - September 2008
Freelance June 2005 - September 2008
SAP September 2007 - April 2008
Marshall Consulting January 2006 - September 2007
Skills
Project Management, SAP, Management, ERP, Business Process, SAP ERP, Enterprise Software, Business Intelligence, Software Project..., Business Analysis, IT Strategy, SaaS, Knowledge Management, End User Training, Requirements Gathering, WebSphere ESB, IBM Mainframe, Oracle SQL, Microsoft SQL Server, User Interface Design, Software Documentation, Quality Assurance, Databases
Education
Drexel University 2009 — 2011
MS, Information Systems
Drexel University 2006 — 2011
Bachelor's of Science, Information Systems
Matthew Sonnett Matthew Sonnett's PNC Wealth Management Experience January 2009 - October 2011
Job PFS Tax at PwC
Industry Financial Services
Experience
PwC March 2013 - Present
E*TRADE Financial October 2011 - March 2013
PNC Wealth Management January 2009 - October 2011
Skills
Tax, Asset Managment, Tax Advisory, Tax Preparation, Tax Returns, Estate Tax Planning, Private Foundations, Withholding, Payment Systems, Relationship Management, High Net Worth..., Cost Basis Reporting, Options, Financial Analysis, Financial Modeling, Gift Tax, Tax Law, Wealth Management, Wealth Management...
Education
Cleveland State University 2007 — 2008
Master of Business Administration (M.B.A.), Taxation
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
PwC March 2013 - Present
E*TRADE Financial October 2011 - March 2013
PNC Wealth Management January 2009 - October 2011
Skills
Tax, Asset Managment, Tax Advisory, Tax Preparation, Tax Returns, Estate Tax Planning, Private Foundations, Withholding, Payment Systems, Relationship Management, High Net Worth..., Cost Basis Reporting, Options, Financial Analysis, Financial Modeling, Gift Tax, Tax Law, Wealth Management, Wealth Management...
Education
Cleveland State University 2007 — 2008
Master of Business Administration (M.B.A.), Taxation
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Camille Brubach Camille Brubach's PNC Wealth Management Experience December 2009 - Present
Job AVP Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2009 - Present
Eckert Seamans Cherin & Mellott LLC April 2008 - December 2009
Feldstein Grinberg Stein & McKee November 2003 - June 2006
James Lange Law Offices January 2000 - January 2003
Schneider Downs November 1998 - December 1999
Skills
Estate Planning, Retirement Planning, Wealth, Tax, Financial Advisory, Investment Management, High Net Worth..., IRAs, Litigation Support, Estate Administration, Securities, Estate Tax Planning, Trusts, Estate Law, Insurance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Trust Services, Asset Management, Small Business, Portfolio Management, Asset Allocation, Financial Planners, Wealth Management..., Financial Planning
Education
Duquesne University School of Law 1989 — 1993
J.D.
Duquesne University 1985 — 1988
Bachelor's Degree
PNC Wealth Management December 2009 - Present
Eckert Seamans Cherin & Mellott LLC April 2008 - December 2009
Feldstein Grinberg Stein & McKee November 2003 - June 2006
James Lange Law Offices January 2000 - January 2003
Schneider Downs November 1998 - December 1999
Skills
Estate Planning, Retirement Planning, Wealth, Tax, Financial Advisory, Investment Management, High Net Worth..., IRAs, Litigation Support, Estate Administration, Securities, Estate Tax Planning, Trusts, Estate Law, Insurance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Trust Services, Asset Management, Small Business, Portfolio Management, Asset Allocation, Financial Planners, Wealth Management..., Financial Planning
Education
Duquesne University School of Law 1989 — 1993
J.D.
Duquesne University 1985 — 1988
Bachelor's Degree
Stefanie Pate, Esq. Stefanie Pate, Esq.'s PNC Wealth Management Experience May 2012 - September 2013
Job Associate Attorney at Leech Tishman Fuscaldo & Lampl, LLC
Industry Financial Services
Experience
Leech Tishman Fuscaldo & Lampl, LLC October 2013 - Present
PNC Wealth Management May 2012 - September 2013
Siemens Industry May 2011 - May 2012
Allegheny County Office of the Public Defender November 2010 - September 2011
American Eagle Outfitters, Inc June 2009 - September 2010
Legal Intern January 2010 - May 2010
Urban Development Clinic August 2009 - May 2010
Sommer Law Group, PC August 2008 - May 2009
Teacher Excellence Center August 2006 - May 2007
Skills
Legal Research, Commercial Litigation, Corporate Law, Courts, Estate Planning, Criminal Law, Intellectual Property, Legal Writing, Litigation, Trusts, Trials, Trademarks, Hearings, Appeals
Education
Duquesne University School of Law 2007 — 2011
JD, Corporate, Business Law, Cum Laude
Duquesne University, John F. Donahue Graduate School of Business 2007 — 2010
MBA, Business Administration
Duquesne University, Graduate School of Liberal Arts 2005 — 2006
MA, Corporate Communication
West Virginia University 2002 — 2005
BS, Journalism, Political Science
Leech Tishman Fuscaldo & Lampl, LLC October 2013 - Present
PNC Wealth Management May 2012 - September 2013
Siemens Industry May 2011 - May 2012
Allegheny County Office of the Public Defender November 2010 - September 2011
American Eagle Outfitters, Inc June 2009 - September 2010
Legal Intern January 2010 - May 2010
Urban Development Clinic August 2009 - May 2010
Sommer Law Group, PC August 2008 - May 2009
Teacher Excellence Center August 2006 - May 2007
Skills
Legal Research, Commercial Litigation, Corporate Law, Courts, Estate Planning, Criminal Law, Intellectual Property, Legal Writing, Litigation, Trusts, Trials, Trademarks, Hearings, Appeals
Education
Duquesne University School of Law 2007 — 2011
JD, Corporate, Business Law, Cum Laude
Duquesne University, John F. Donahue Graduate School of Business 2007 — 2010
MBA, Business Administration
Duquesne University, Graduate School of Liberal Arts 2005 — 2006
MA, Corporate Communication
West Virginia University 2002 — 2005
BS, Journalism, Political Science
Hannah Schlabaugh's PNC Wealth Management Experience June 2013 - Present
Job Associate at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2013 - Present
PNC March 2011 - Present
Woods & Poole Economics, Inc. June 2010 - March 2011
Skills
Retail Banking, Banking, Merchant Services, Credit Analysis, Financial Analysis, Small Business Lending, Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Underwriting, Relationship Management, Retirement Planning, Sales, Home Equity Loans, Six Sigma
Education
Goshen College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
EADA - Escuela de Alta Dirección y Administración
International Business
PNC Wealth Management June 2013 - Present
PNC March 2011 - Present
Woods & Poole Economics, Inc. June 2010 - March 2011
Skills
Retail Banking, Banking, Merchant Services, Credit Analysis, Financial Analysis, Small Business Lending, Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Underwriting, Relationship Management, Retirement Planning, Sales, Home Equity Loans, Six Sigma
Education
Goshen College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
EADA - Escuela de Alta Dirección y Administración
International Business
Matthew A. Kukla Matthew A. Kukla's PNC Wealth Management Experience September 2013 - April 2014
Job International Securities Analyst at STRS Ohio
Industry
Experience
STRS Ohio April 2014 - Present
PNC Wealth Management September 2013 - April 2014
Northcoast Research LLC September 2010 - August 2013
Viking Fund January 2010 - May 2010
The Great Lakes Construction Company 2005 - 2010
Education
Cleveland State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Magna Cum Laude, Finance, 3.78
Cuyahoga Community College 2005 — 2007
Associate of Arts (A.A.)
STRS Ohio April 2014 - Present
PNC Wealth Management September 2013 - April 2014
Northcoast Research LLC September 2010 - August 2013
Viking Fund January 2010 - May 2010
The Great Lakes Construction Company 2005 - 2010
Education
Cleveland State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Magna Cum Laude, Finance, 3.78
Cuyahoga Community College 2005 — 2007
Associate of Arts (A.A.)
Heather Wachenheimer's PNC Wealth Management Experience May 2014 - Present
Job Sales & Service Coordinator II at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2014 - Present
M&T Bank September 2007 - May 2014
Citizens Bank October 2004 - September 2007
American Express March 2004 - October 2004
Skills
Loans, Banking, Credit, Consumer Lending, Small Business Lending, Retail Banking, Lines Of Credit, Cross Selling, Credit Risk, Investments, Cash Management, Refinance, Customer Service
Education
Community College of Allegheny County
Human Resources Management and Services
PNC Wealth Management May 2014 - Present
M&T Bank September 2007 - May 2014
Citizens Bank October 2004 - September 2007
American Express March 2004 - October 2004
Skills
Loans, Banking, Credit, Consumer Lending, Small Business Lending, Retail Banking, Lines Of Credit, Cross Selling, Credit Risk, Investments, Cash Management, Refinance, Customer Service
Education
Community College of Allegheny County
Human Resources Management and Services
Shane Zimmerman Shane Zimmerman's PNC Wealth Management Experience November 2010 - April 2013
Job Senior Vice President at Lancaster Newspapers
Industry Financial Services
Experience
Steinman Communications April 2013 - Present
PNC Wealth Management November 2010 - April 2013
PNC Wealth Management April 1996 - November 2010
Education
Elizabethtown College 1985 — 1989
Steinman Communications April 2013 - Present
PNC Wealth Management November 2010 - April 2013
PNC Wealth Management April 1996 - November 2010
Education
Elizabethtown College 1985 — 1989
Mary Ellen Hancock Mary Ellen Hancock's PNC Wealth Management Experience March 2014 - Present
Job Vice President, Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
PNC Wealth Management March 2014 - Present
Lenox Advisors December 2012 - March 2014
Brinton Eaton Wealth Advisors April 2011 - November 2012
Wachovia, A Wells Fargo Company December 2006 - April 2011
Wachovia Securities, LLC September 2001 - December 2006
Wachovia, A Wells Fargo Company October 1998 - September 2001
Skills
Strategic Financial..., Financial Analysis, Series 7, Estate Planning, Financial Services, Mutual Funds, Retirement Planning, Investments, High Net Worth..., Financial Advisory, Insurance, Tax, Wealth Management, Asset Allocation, Microsoft Excel, Income Tax, Investment Advisory, Cash Flow, Wealth, Analysis, Tax Returns, Investment Strategies, Finance, Trust Services, CRM, Wealth Management..., Financial Planners, Investment Management
Education
Fairleigh Dickinson University 2007 — 2013
Masters of Taxation
Fairleigh Dickinson University 2001 — 2003
CFP Certification, Financial Planning
Montclair State University 1987 — 1994
BS, Marketing & Management
David Wilharm David Wilharm's PNC Wealth Management Experience April 2011 - October 2011
Job Attorney at Rokisky & Associates
Industry Law Practice
Experience
Rokisky & Associates October 2011 - Present
PNC Wealth Management April 2011 - October 2011
Frankovitch, Anetakis, Colantonio & Simon May 2008 - April 2011
Education
Duquesne University School of Law 2006 — 2008
Doctor of Law (J.D.)
West Virginia University 1999 — 2003
B.S.B.A., Finance, General
Rokisky & Associates October 2011 - Present
PNC Wealth Management April 2011 - October 2011
Frankovitch, Anetakis, Colantonio & Simon May 2008 - April 2011
Education
Duquesne University School of Law 2006 — 2008
Doctor of Law (J.D.)
West Virginia University 1999 — 2003
B.S.B.A., Finance, General
Stephen R. Hammond, J.D., LL.M. Stephen R. Hammond, J.D., LL.M.'s PNC Wealth Management Experience February 2014 - September 2015
Job Trust Director & Corporate Counsel at Landmark Fiduciary Management LLC
Industry Law Practice
Experience
Landmark Fiduciary Management LLC September 2015 - Present
PNC Wealth Management February 2014 - September 2015
Commonwealth Trust Company August 2011 - February 2014
Florida Default Law Group, P.L. May 2009 - February 2010
MTV International/MTV Latin America May 2009 - August 2009
Vasallo Sloane, P.L. May 2008 - July 2008
Skills
Estate Planning, Tax Law, Trusts, Estate Administration, Estate Tax Planning, Asset Protection, Corporate Law, Legal Issues, Trust Services, Elder Law, International Tax, Westlaw, Bankruptcy, Charitable Trusts, Legal Writing, Legal Research, Trials, Litigation, Tax, High Net Worth..., Wills, Corporate Governance, Legal Assistance, Commercial Litigation, Courts, Powers of Attorney, Appeals, Lexis
Education
University of Miami School of Law 2010 — 2011
LL.M., Taxation
University of Miami School of Law 2007 — 2010
Juris Doctorate - cum laude
Florida International University 2003 — 2007
Bachelor of Science, Criminal Justice - magna cum laude
Landmark Fiduciary Management LLC September 2015 - Present
PNC Wealth Management February 2014 - September 2015
Commonwealth Trust Company August 2011 - February 2014
Florida Default Law Group, P.L. May 2009 - February 2010
MTV International/MTV Latin America May 2009 - August 2009
Vasallo Sloane, P.L. May 2008 - July 2008
Skills
Estate Planning, Tax Law, Trusts, Estate Administration, Estate Tax Planning, Asset Protection, Corporate Law, Legal Issues, Trust Services, Elder Law, International Tax, Westlaw, Bankruptcy, Charitable Trusts, Legal Writing, Legal Research, Trials, Litigation, Tax, High Net Worth..., Wills, Corporate Governance, Legal Assistance, Commercial Litigation, Courts, Powers of Attorney, Appeals, Lexis
Education
University of Miami School of Law 2010 — 2011
LL.M., Taxation
University of Miami School of Law 2007 — 2010
Juris Doctorate - cum laude
Florida International University 2003 — 2007
Bachelor of Science, Criminal Justice - magna cum laude
Luke Kasten Luke Kasten's PNC Wealth Management Experience August 2015 - Present
Job Vice President & Banking Advisor at PNC
Industry Banking
Experience
PNC Wealth Management August 2015 - Present
US Bank Private Client Group April 2007 - July 2015
Skills
Loans, Lines Of Credit, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Wealth Management, Private Banking, Credit Risk, Underwriting, Cash Management, Relationship Management, Asset Based Lending, Unsecured Loans, Debt Consolidation, Client Development, Income Properties, Liquidity Analysis, SBA, Financial Analysis, Customer Service
Education
Concordia University-Wisconsin 2001 — 2005
Justice & Public Policy, Accounting
PNC Wealth Management August 2015 - Present
US Bank Private Client Group April 2007 - July 2015
Skills
Loans, Lines Of Credit, Consumer Lending, Credit, Credit Analysis, Mortgage Lending, Home Equity Loans, Home Equity Lines of..., Wealth Management, Private Banking, Credit Risk, Underwriting, Cash Management, Relationship Management, Asset Based Lending, Unsecured Loans, Debt Consolidation, Client Development, Income Properties, Liquidity Analysis, SBA, Financial Analysis, Customer Service
Education
Concordia University-Wisconsin 2001 — 2005
Justice & Public Policy, Accounting
Jason Camillo Jason Camillo's PNC Wealth Management Experience May 2009 - December 2012
Job Patent Attorney at Buchanan Ingersoll & Rooney PC
Industry Legal Services
Experience
Buchanan Ingersoll & Rooney PC July 2014 - Present
Montgomery Patent and Design January 2013 - July 2014
PNC Wealth Management May 2009 - December 2012
United States Steel Corporation September 2005 - May 2009
Alcoma Glass Block May 1998 - September 2005
US Army November 1995 - August 2003
Skills
Intellectual Property, Patent Prosecution, Patents, Patent Litigation, Patentability, Trademarks, Licensing, Litigation, Prosecution, Trade Secrets, Legal Research, Legal Writing, Westlaw, Estate Planning, Litigation Support, Corporate Law
Education
Duquesne University School of Law 2008 — 2012
Doctor of Law (J.D.), Intellectual Property and International Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Business Process Re-design and Strategic Planning
University of Pittsburgh School of Engineering 1998 — 2004
Bachelor of Applied Science (B.A.Sc.), Photonics
University of Pittsburgh School of Engineering 1998 — 2004
Bachelor of Engineering (B.Eng.), Engineering-Physics
Buchanan Ingersoll & Rooney PC July 2014 - Present
Montgomery Patent and Design January 2013 - July 2014
PNC Wealth Management May 2009 - December 2012
United States Steel Corporation September 2005 - May 2009
Alcoma Glass Block May 1998 - September 2005
US Army November 1995 - August 2003
Skills
Intellectual Property, Patent Prosecution, Patents, Patent Litigation, Patentability, Trademarks, Licensing, Litigation, Prosecution, Trade Secrets, Legal Research, Legal Writing, Westlaw, Estate Planning, Litigation Support, Corporate Law
Education
Duquesne University School of Law 2008 — 2012
Doctor of Law (J.D.), Intellectual Property and International Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2005
Master of Business Administration (MBA), Business Process Re-design and Strategic Planning
University of Pittsburgh School of Engineering 1998 — 2004
Bachelor of Applied Science (B.A.Sc.), Photonics
University of Pittsburgh School of Engineering 1998 — 2004
Bachelor of Engineering (B.Eng.), Engineering-Physics
Mark Tutelo Mark Tutelo's PNC Wealth Management Experience July 2013 - Present
Job Trust Advisor, Assistant Vice President at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management July 2013 - Present
PNC Wealth Management February 2012 - July 2013
Eckert Seamans September 2011 - January 2012
Cilli & Perrotta PC August 2010 - December 2010
Skills
Trust Management, Estate Planning, Investment Management, Wealth Management, Retirement Planning, Legal Writing, Legal Research, Legal Compliance, Fiduciary Services, Customer Experience, Problem Solving, Customer Relations, Regulatory Compliance, Asset Management, Litigation, Management, Team Leadership, Trust Services, Securities, Investments
Education
Duquesne University School of Law 2007 — 2010
Doctor of Law (JD)
Duquesne University 1998 — 2002
Bachelor of Arts (B.A.), Psychology and Sociology
PNC Wealth Management July 2013 - Present
PNC Wealth Management February 2012 - July 2013
Eckert Seamans September 2011 - January 2012
Cilli & Perrotta PC August 2010 - December 2010
Skills
Trust Management, Estate Planning, Investment Management, Wealth Management, Retirement Planning, Legal Writing, Legal Research, Legal Compliance, Fiduciary Services, Customer Experience, Problem Solving, Customer Relations, Regulatory Compliance, Asset Management, Litigation, Management, Team Leadership, Trust Services, Securities, Investments
Education
Duquesne University School of Law 2007 — 2010
Doctor of Law (JD)
Duquesne University 1998 — 2002
Bachelor of Arts (B.A.), Psychology and Sociology
Jacquie Cole (Jones)'s PNC Wealth Management Experience October 2014 - Present
Job Application Systems Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
Skills
SDLC, Program Management, Software Development, Software Project..., Vendor Management, PMO, Systems Analysis, Management, Project Portfolio..., Six Sigma, Business Analysis, Requirements Analysis, IT Strategy, Requirements Gathering
Education
Drexel University 2004 — 2006
MS, Information Systems (Software Engineering Track)
Lincoln University 1998 — 2002
BS, Computer Science
PNC Wealth Management October 2014 - Present
Skills
SDLC, Program Management, Software Development, Software Project..., Vendor Management, PMO, Systems Analysis, Management, Project Portfolio..., Six Sigma, Business Analysis, Requirements Analysis, IT Strategy, Requirements Gathering
Education
Drexel University 2004 — 2006
MS, Information Systems (Software Engineering Track)
Lincoln University 1998 — 2002
BS, Computer Science
Michael Grembi's PNC Wealth Management Experience August 2002 - March 2008
Job Wealth Management Advisor TIAACREF Financial Services
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
BNY Mellon Wealth Management December 2012 - January 2014
BNY Mellon Wealth Management August 2011 - December 2012
BNY Mellon Wealth Management March 2008 - August 2011
PNC Wealth Management August 2002 - March 2008
Skills
Sales Management, Sales, Wealth Management, Trusts, Trust Services, Portfolio Management, Risk Management, Wealth, Wealth Management..., Series 7, Retirement
Education
Duquesne University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
Penn State University 1995 — 1999
B.S., Geo-Environmental Engineering
TIAA-CREF January 2014 - Present
BNY Mellon Wealth Management December 2012 - January 2014
BNY Mellon Wealth Management August 2011 - December 2012
BNY Mellon Wealth Management March 2008 - August 2011
PNC Wealth Management August 2002 - March 2008
Skills
Sales Management, Sales, Wealth Management, Trusts, Trust Services, Portfolio Management, Risk Management, Wealth, Wealth Management..., Series 7, Retirement
Education
Duquesne University School of Law 1999 — 2002
Doctor of Law (J.D.), Law
Penn State University 1995 — 1999
B.S., Geo-Environmental Engineering
Jason Susini's PNC Wealth Management Experience April 2011 - Present
Job Senior Trust Advisor & Product Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management April 2011 - Present
Wilmington Trust September 2008 - April 2011
BNY Mellon Wealth Management September 2007 - September 2008
PNC Wealth Management June 2005 - September 2007
PNC Wealth Management September 2002 - June 2005
Skills
Wealth Management, Portfolio Management
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 1999 — 2002
JD
Saint Vincent College 1994 — 1998
BS, Finance
PNC Wealth Management April 2011 - Present
Wilmington Trust September 2008 - April 2011
BNY Mellon Wealth Management September 2007 - September 2008
PNC Wealth Management June 2005 - September 2007
PNC Wealth Management September 2002 - June 2005
Skills
Wealth Management, Portfolio Management
Education
Temple University - James E. Beasley School of Law 2011 — 2014
Master of Laws (LLM), Taxation
Duquesne University School of Law 1999 — 2002
JD
Saint Vincent College 1994 — 1998
BS, Finance
Eileen McLaughlin's PNC Wealth Management Experience December 2006 - Present
Job Executive Assistant to SVP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management December 2006 - Present
Charter One Bank 1993 - 2005
Women's Federal Savings Bank 1988 - 1993
Skills
Event Management, Team Leadership, Vendor Management, Retail Banking, Administrative..., Outlook, Access, Banking, Budgets, Management, PowerPoint, Microsoft Office..., Microsoft Excel, Employee Engagement, Travel Management, Oracle Applications, Document Management, Risk Management, Leadership, Customer Service, Credit, Loans, Team Building
Education
Cuyahoga Community College 2005 — 2009
Fairview High School
PNC Wealth Management December 2006 - Present
Charter One Bank 1993 - 2005
Women's Federal Savings Bank 1988 - 1993
Skills
Event Management, Team Leadership, Vendor Management, Retail Banking, Administrative..., Outlook, Access, Banking, Budgets, Management, PowerPoint, Microsoft Office..., Microsoft Excel, Employee Engagement, Travel Management, Oracle Applications, Document Management, Risk Management, Leadership, Customer Service, Credit, Loans, Team Building
Education
Cuyahoga Community College 2005 — 2009
Fairview High School
Kathy Strother's PNC Wealth Management Experience February 2008 - Present
Job Senior Vice President, Senior Relationship Manager, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2008 - Present
PNC Wealth Management 2008 - Present
Education
Florida Atlantic University
PNC Wealth Management February 2008 - Present
PNC Wealth Management 2008 - Present
Education
Florida Atlantic University
Elaine Motylinski's PNC Wealth Management Experience 1990 - Present
Job Sr. Vice President at PNC
Industry Banking
Experience
PNC Wealth Management 1990 - Present
PNC 1980 - 2009
Skills
Wealth Management, Loans, Credit, Banking, Asset Managment, Investments, Non Profit
Education
Cleveland State University 1971 — 1976
Bachelor of Business Administration (BBA), Business/Managerial Economics
PNC Wealth Management 1990 - Present
PNC 1980 - 2009
Skills
Wealth Management, Loans, Credit, Banking, Asset Managment, Investments, Non Profit
Education
Cleveland State University 1971 — 1976
Bachelor of Business Administration (BBA), Business/Managerial Economics
Jonathan Batista's PNC Wealth Management Experience April 2007 - September 2007
Job Demand Analyst at Sunoco
Industry Investment Banking
Experience
Sunoco July 2014 - Present
MetLife November 2011 - 2013
Morgan Stanley Smith Barney February 2010 - June 2011
Morgan Stanley August 2009 - February 2010
BlackRock April 2008 - September 2008
PNC Wealth Management April 2007 - September 2007
Penn Capital Management April 2006 - September 2006
Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems
Education
Drexel University 2004 — 2009
B.S., Finance
Brooklyn Technical High School 2000 — 2004
Biochemistry
Sunoco July 2014 - Present
MetLife November 2011 - 2013
Morgan Stanley Smith Barney February 2010 - June 2011
Morgan Stanley August 2009 - February 2010
BlackRock April 2008 - September 2008
PNC Wealth Management April 2007 - September 2007
Penn Capital Management April 2006 - September 2006
Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems
Education
Drexel University 2004 — 2009
B.S., Finance
Brooklyn Technical High School 2000 — 2004
Biochemistry
Todd Rongaus, CFA's PNC Wealth Management Experience September 2008 - Present
Job Vice President, Director of Derivatives Strategies
Industry Financial Services
Experience
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
Ryan Kennis's PNC Wealth Management Experience April 2010 - Present
Job Senior Banking Advisor Wealth Management
Industry Banking
Experience
PNC Wealth Management April 2010 - Present
PNC Corporate Bank August 2008 - April 2010
National City Bank July 1999 - 2008
Skills
Loans, Wealth Management, Commercial Lending, Investments, Credit, Banking, Strategic Financial..., Small Business Lending, Commercial Banking, Retirement Planning
Education
Duquesne University 2000 — 2003
MBA, Business - Finance
Mercyhurst University 1995 — 1999
PNC Wealth Management April 2010 - Present
PNC Corporate Bank August 2008 - April 2010
National City Bank July 1999 - 2008
Skills
Loans, Wealth Management, Commercial Lending, Investments, Credit, Banking, Strategic Financial..., Small Business Lending, Commercial Banking, Retirement Planning
Education
Duquesne University 2000 — 2003
MBA, Business - Finance
Mercyhurst University 1995 — 1999
Christopher LoIudice's PNC Wealth Management Experience September 2006 - Present
Job Assistant Vice President, Trust Advisor
Industry Banking
Experience
PNC Wealth Management September 2006 - Present
PNC Wealth Management June 2004 - September 2006
Alfred G. Yates Law Office, PC 2003 - 2004
Peirce & Associates 2002 - 2003
Skills
Trusts, Wealth Management, Asset Management
Education
Duquesne University School of Law 2000 — 2003
University of Pittsburgh 1994 — 1998
PNC Wealth Management September 2006 - Present
PNC Wealth Management June 2004 - September 2006
Alfred G. Yates Law Office, PC 2003 - 2004
Peirce & Associates 2002 - 2003
Skills
Trusts, Wealth Management, Asset Management
Education
Duquesne University School of Law 2000 — 2003
University of Pittsburgh 1994 — 1998
Brian Werner CFA, CFP's PNC Wealth Management Experience 2009 - 2010
Job Managing Director at Locust Capital Management
Industry Investment Management
Experience
Locust Capital Management July 2015 - Present
First Niagara Bank October 2010 - June 2015
PNC Wealth Management 2009 - 2010
National City Bank 2005 - 2009
iCatcher Network 1998 - 2002
Greycourt Investment Advisors May 1996 - December 1997
Skills
Investments, Investment Management, Private Banking, Wealth Management..., Wealth Management, Portfolio Management, Retirement Planning, Asset Managment, Mergers & Acquisitions, Risk Management, Asset Management, Finance, Due Diligence, Business Development, Strategy, Mutual Funds, Corporate Finance, Financial Planners, Private Equity, Financial Analysis, Banking, Financial Modeling, Loans, Financial Services, Financial Planning
Education
Duquesne University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of Dayton 1986 — 1991
BS, Finance, General
Central Catholic 1982 — 1986
HS
Locust Capital Management July 2015 - Present
First Niagara Bank October 2010 - June 2015
PNC Wealth Management 2009 - 2010
National City Bank 2005 - 2009
iCatcher Network 1998 - 2002
Greycourt Investment Advisors May 1996 - December 1997
Skills
Investments, Investment Management, Private Banking, Wealth Management..., Wealth Management, Portfolio Management, Retirement Planning, Asset Managment, Mergers & Acquisitions, Risk Management, Asset Management, Finance, Due Diligence, Business Development, Strategy, Mutual Funds, Corporate Finance, Financial Planners, Private Equity, Financial Analysis, Banking, Financial Modeling, Loans, Financial Services, Financial Planning
Education
Duquesne University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of Dayton 1986 — 1991
BS, Finance, General
Central Catholic 1982 — 1986
HS
Douglas Roman, CFA, CMT's PNC Wealth Management Experience 2002 - Present
Job Managing Director at PNC Capital Advisors
Industry Investment Management
Experience
PNC Advisors June 2002 - Present
PNC Wealth Management 2002 - Present
PNC 2002 - Present
PNC Capital Advisors, LLC 2002 - Present
Vanguard 1996 - 2000
Rittenhouse 1993 - 1996
Corestates Capital Advisors 1989 - 1991
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds
Education
Drexel University 1989 — 1992
MS, Finance
Penn State University 1981 — 1985
PNC Advisors June 2002 - Present
PNC Wealth Management 2002 - Present
PNC 2002 - Present
PNC Capital Advisors, LLC 2002 - Present
Vanguard 1996 - 2000
Rittenhouse 1993 - 1996
Corestates Capital Advisors 1989 - 1991
Skills
Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Advisory, Wealth Management, Investments, Alternative Investments, Equity Research, Asset Managment, Mutual Funds, Series 7, Hedge Funds
Education
Drexel University 1989 — 1992
MS, Finance
Penn State University 1981 — 1985
Jill Cenna's PNC Wealth Management Experience Admin AssistantThe HDH Group1996 - 2003
Job Trust Officer at PNC Wealth Management
Industry Insurance
Experience
PNC Wealth Management Admin AssistantThe HDH Group1996 - 2003
Education
Community College of Allegheny County
PNC Wealth Management Admin AssistantThe HDH Group1996 - 2003
Education
Community College of Allegheny County
Ed Arbaugh's PNC Wealth Management Experience 2001 - Present
Job Regional Managing Director of Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2001 - Present
PNC Financial Services Group March 1994 - Present
Dreyfus Mangement Inc. June 1988 - March 1994
Education
Cornell University 1962 — 1966
PNC Wealth Management 2001 - Present
PNC Financial Services Group March 1994 - Present
Dreyfus Mangement Inc. June 1988 - March 1994
Education
Cornell University 1962 — 1966
Hemrajie Seudatt's PNC Wealth Management Experience April 2009 - Present
Job Tax Accountant
Industry Accounting
Experience
PNC Wealth Management April 2009 - Present
PNC Bank 2009 - Present
Allegiant Asset Management April 2006 - March 2009
Key Bank March 1999 - August 2003
Education
David N. Myers University 1998 — 2003
Bachelor, Accounting & Information Technology
PNC Wealth Management April 2009 - Present
PNC Bank 2009 - Present
Allegiant Asset Management April 2006 - March 2009
Key Bank March 1999 - August 2003
Education
David N. Myers University 1998 — 2003
Bachelor, Accounting & Information Technology
Lori Rodgers's PNC Wealth Management Experience March 2012 - Present
Job Senior Wealth Planner
Industry Financial Services
Experience
PNC Wealth Management March 2012 - Present
Ernst & Young February 2007 - March 2012
The Ayco Company, LP November 2001 - January 2007
BNY Mellon May 1995 - November 2000
Skills
Tax, Financial Planning, Estate Planning, Investments, Wealth Management, Tax Preparation, Asset Allocation, Cash Flow, Compliance, Income Tax, Retirement Planning, Word, Microsoft Office, PowerPoint, Problem Solving, Wealth, Auditing, Strategic Financial..., Employee Benefits, Financial Planners, Investment Management, Financial Analysis, Microsoft Word
Education
Duquesne University 1998 — 2000
MBA, Finance, General
Penn State University 1990 — 1994
BS, Finance
Hampton High School
PNC Wealth Management March 2012 - Present
Ernst & Young February 2007 - March 2012
The Ayco Company, LP November 2001 - January 2007
BNY Mellon May 1995 - November 2000
Skills
Tax, Financial Planning, Estate Planning, Investments, Wealth Management, Tax Preparation, Asset Allocation, Cash Flow, Compliance, Income Tax, Retirement Planning, Word, Microsoft Office, PowerPoint, Problem Solving, Wealth, Auditing, Strategic Financial..., Employee Benefits, Financial Planners, Investment Management, Financial Analysis, Microsoft Word
Education
Duquesne University 1998 — 2000
MBA, Finance, General
Penn State University 1990 — 1994
BS, Finance
Hampton High School
Ben Alper's PNC Wealth Management Experience April 2011 - Present
Job Assistant Vice President, Trust Advisor for PNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management April 2011 - Present
Skills
Investments, Customer Service, Leadership, Wealth Management, Financial Analysis, Strategic Financial..., Legal Research, Legal Writing, Courts, Appeals, Management, PowerPoint, Estate Planning, Tax Law, Asset Allocation, Litigation, Commercial Litigation, Microsoft Office, Microsoft Excel, Civil Litigation, Risk Management, Mutual Funds, Insurance, Corporate Law, Securities
Education
Duquesne University School of Law
PNC Wealth Management April 2011 - Present
Skills
Investments, Customer Service, Leadership, Wealth Management, Financial Analysis, Strategic Financial..., Legal Research, Legal Writing, Courts, Appeals, Management, PowerPoint, Estate Planning, Tax Law, Asset Allocation, Litigation, Commercial Litigation, Microsoft Office, Microsoft Excel, Civil Litigation, Risk Management, Mutual Funds, Insurance, Corporate Law, Securities
Education
Duquesne University School of Law
Pam Haydt's PNC Wealth Management Experience May 2013 - Present
Job Regional Banking Director, CPA & NEPA; SR VP at PNC Bank, Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2013 - Present
PNC Wealth Management July 2011 - May 2013
The First National Bank of Palmerton May 1994 - July 2011
Pennsylvania Bankers Association June 2009 - June 2011
Skills
Loans, Credit, Financial Analysis, Commercial Lending, Banking, Fundraising, Private Banking, Investments, Insurance, Training, Leadership, Real Estate, Team Building, Wealth Management, Customer Service, Commercial Banking, Risk Management, Budgets, Finance
Education
Advanced School of Banking 2009 — 2011
PBA School of Banking 2009 — 2009
School of Commercial Lending 2009 — 2009
East Stroudsburg University of Pennsylvania 1990 — 1993
BA, Economics, Political Science
PNC Wealth Management May 2013 - Present
PNC Wealth Management July 2011 - May 2013
The First National Bank of Palmerton May 1994 - July 2011
Pennsylvania Bankers Association June 2009 - June 2011
Skills
Loans, Credit, Financial Analysis, Commercial Lending, Banking, Fundraising, Private Banking, Investments, Insurance, Training, Leadership, Real Estate, Team Building, Wealth Management, Customer Service, Commercial Banking, Risk Management, Budgets, Finance
Education
Advanced School of Banking 2009 — 2011
PBA School of Banking 2009 — 2009
School of Commercial Lending 2009 — 2009
East Stroudsburg University of Pennsylvania 1990 — 1993
BA, Economics, Political Science
Julio V. Driggs's PNC Wealth Management Experience November 2012 - Present
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2012 - Present
Frost Brown Todd September 2008 - October 2012
Georgia Volunteer Lawyers for the Arts January 2008 - May 2008
Bureau of Alcohol, Tobacco, Firearms, & Explosives September 2007 - December 2007
Frost Brown Todd May 2007 - August 2007
Department of Homeland Security Immigration and Customs Enforcement May 2006 - August 2006
Westar Aerospace & Defense Group August 2004 - August 2005
Education
Emory University School of Law 2005 — 2008
J.D., Law
University of Tennessee-Knoxville 2001 — 2004
Bachelor's, Political Science & English
Western Kentucky University 2000 — 2001
Ballard High School
PNC Wealth Management November 2012 - Present
Frost Brown Todd September 2008 - October 2012
Georgia Volunteer Lawyers for the Arts January 2008 - May 2008
Bureau of Alcohol, Tobacco, Firearms, & Explosives September 2007 - December 2007
Frost Brown Todd May 2007 - August 2007
Department of Homeland Security Immigration and Customs Enforcement May 2006 - August 2006
Westar Aerospace & Defense Group August 2004 - August 2005
Education
Emory University School of Law 2005 — 2008
J.D., Law
University of Tennessee-Knoxville 2001 — 2004
Bachelor's, Political Science & English
Western Kentucky University 2000 — 2001
Ballard High School
Danielle Edick's PNC Wealth Management Experience May 2012 - Present
Job Trust Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2012 - Present
Cinco Energy Services May 2012 - March 2013
Cinco Energy Services March 2012 - May 2012
Holland Services July 2011 - February 2012
MarcellusUSA.com, Inc. March 2011 - November 2011
Eckert Seamans November 2010 - February 2011
Law Office of Christy P. Foreman November 2008 - May 2010
Groom Law Group October 2005 - July 2007
Skills
Legal Research, Litigation, Arbitration, Research, Administration, Employee Benefits, Healthcare, Criminal Law, Criminal Defense, Appeals, Family Law, Wills, Trusts, Oil&Gas, Legislation, Data Analysis, Energy, Discovery, Wealth Management..., Legal Writing, Estate Planning, Oil/Gas, Corporate Law, Legal Advice, Westlaw, Courts, Alternative Dispute..., Microsoft Office
Education
Duquesne University School of Law 2007 — 2010
Juris Doctor, Legal Studies
University College Dublin and American College 2008 — 2008
Pennsylvania State University 2001 — 2005
B.A, Political Science
Shaler Area High School
Shaler Area High School
PNC Wealth Management May 2012 - Present
Cinco Energy Services May 2012 - March 2013
Cinco Energy Services March 2012 - May 2012
Holland Services July 2011 - February 2012
MarcellusUSA.com, Inc. March 2011 - November 2011
Eckert Seamans November 2010 - February 2011
Law Office of Christy P. Foreman November 2008 - May 2010
Groom Law Group October 2005 - July 2007
Skills
Legal Research, Litigation, Arbitration, Research, Administration, Employee Benefits, Healthcare, Criminal Law, Criminal Defense, Appeals, Family Law, Wills, Trusts, Oil&Gas, Legislation, Data Analysis, Energy, Discovery, Wealth Management..., Legal Writing, Estate Planning, Oil/Gas, Corporate Law, Legal Advice, Westlaw, Courts, Alternative Dispute..., Microsoft Office
Education
Duquesne University School of Law 2007 — 2010
Juris Doctor, Legal Studies
University College Dublin and American College 2008 — 2008
Pennsylvania State University 2001 — 2005
B.A, Political Science
Shaler Area High School
Shaler Area High School
Cindy Zaccardi's PNC Wealth Management Experience October 2009 - Present
Job Vice President, Trust Group Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2009 - Present
PNC Wealth Management March 2005 - October 2009
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Compliance, Asset Managment, Alternative Investments, Strategic Financial..., Retirement Planning, Investment Advisory, Banking, Financial Analysis, Estate Planning
Education
Duquesne University
Bachelor of Science (B.S.), Business Administration
University of Pittsburgh
Master of Science, Telecommunications
PNC Wealth Management October 2009 - Present
PNC Wealth Management March 2005 - October 2009
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Compliance, Asset Managment, Alternative Investments, Strategic Financial..., Retirement Planning, Investment Advisory, Banking, Financial Analysis, Estate Planning
Education
Duquesne University
Bachelor of Science (B.S.), Business Administration
University of Pittsburgh
Master of Science, Telecommunications
Brian Judy, CFA's PNC Wealth Management Experience July 2004 - December 2013
Job Product Analyst at Legg Mason
Industry Investment Management
Experience
Legg Mason December 2013 - Present
PNC Wealth Management July 2004 - December 2013
Skills
Wealth Management, Series 63, Alternative Investments, Series 7, Investments, Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Investment Advisory, Retirement Planning, Investment Strategies, Equities, Asset Management
Education
Loyola University Maryland 2003 — 2006
MBA, Finance
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Finance and Economics
Legg Mason December 2013 - Present
PNC Wealth Management July 2004 - December 2013
Skills
Wealth Management, Series 63, Alternative Investments, Series 7, Investments, Fixed Income, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Investment Management, Investment Advisory, Retirement Planning, Investment Strategies, Equities, Asset Management
Education
Loyola University Maryland 2003 — 2006
MBA, Finance
Elon University - Martha and Spencer Love School of Business 1999 — 2003
Finance and Economics
Bridget Guarascio's PNC Wealth Management Experience August 2009 - June 2011
Job K&L Gates LLP Office of General Counsel Conflicts Resolution Attorney
Industry Law Practice
Experience
K&L Gates September 2012 - Present
Neighborhood Legal Services Association June 2012 - Present
K&L Gates June 2011 - September 2012
PNC Wealth Management August 2009 - June 2011
Eckert Seamans December 2008 - August 2009
Cipriani & Werner, P.C. June 2007 - May 2008
Charles, Fenchel & Associates June 2006 - June 2007
U.S. District Court, Western District of Pennsylvania June 2006 - August 2006
Dickie, McCamey & Chilcote June 2003 - January 2005
Skills
Legal Writing, Legal Research, Litigation, Westlaw, Civil Litigation, Employment Law, Trials, Criminal Law, Legal Issues, Corporate Law, Family Law, Appeals, Personal Injury, Pleadings, Product Liability, Medical Malpractice, Depositions
Education
Duquesne University School of Law 2005 — 2008
Doctor of Law (J.D.)
Washington and Jefferson College 2001 — 2005
B.S., Political Science
K&L Gates September 2012 - Present
Neighborhood Legal Services Association June 2012 - Present
K&L Gates June 2011 - September 2012
PNC Wealth Management August 2009 - June 2011
Eckert Seamans December 2008 - August 2009
Cipriani & Werner, P.C. June 2007 - May 2008
Charles, Fenchel & Associates June 2006 - June 2007
U.S. District Court, Western District of Pennsylvania June 2006 - August 2006
Dickie, McCamey & Chilcote June 2003 - January 2005
Skills
Legal Writing, Legal Research, Litigation, Westlaw, Civil Litigation, Employment Law, Trials, Criminal Law, Legal Issues, Corporate Law, Family Law, Appeals, Personal Injury, Pleadings, Product Liability, Medical Malpractice, Depositions
Education
Duquesne University School of Law 2005 — 2008
Doctor of Law (J.D.)
Washington and Jefferson College 2001 — 2005
B.S., Political Science
Scott Collins's PNC Wealth Management Experience October 2007 - May 2014
Job President at Fiduciary Wealth Advisors
Industry Investment Management
Experience
Fiduciary Wealth Advisors May 2014 - Present
PNC Wealth Management October 2007 - May 2014
Williams Parker Harrison Dietz & Getzen August 1998 - September 2007
Carlton Fields, P.A. August 1996 - August 1997
Skills
Trust Services, Wealth Management..., Wealth Management, Leadership, Estate Planning, High Net Worth..., Private Banking, Trusts, Investment Advisory, Wealth, Asset Allocation, Alternative Investments, Retirement Planning, Investment Management, Series 7, Strategic Planning, Public Speaking, Investments
Education
University of Florida 1997 — 1998
LL.M., Taxation
University of Florida 1993 — 1996
JD, Law
Duke University 1989 — 1993
AB, Economics
Fiduciary Wealth Advisors May 2014 - Present
PNC Wealth Management October 2007 - May 2014
Williams Parker Harrison Dietz & Getzen August 1998 - September 2007
Carlton Fields, P.A. August 1996 - August 1997
Skills
Trust Services, Wealth Management..., Wealth Management, Leadership, Estate Planning, High Net Worth..., Private Banking, Trusts, Investment Advisory, Wealth, Asset Allocation, Alternative Investments, Retirement Planning, Investment Management, Series 7, Strategic Planning, Public Speaking, Investments
Education
University of Florida 1997 — 1998
LL.M., Taxation
University of Florida 1993 — 1996
JD, Law
Duke University 1989 — 1993
AB, Economics
Damien Gottschalk's PNC Wealth Management Experience August 2011 - July 2015
Job Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC July 2015 - Present
PNC January 2015 - Present
PNC Wealth Management August 2011 - July 2015
The Fragasso Group May 2009 - August 2011
Sharon Battle Travel 2011 - 2011
PNC Bank September 2008 - May 2009
The Fragasso Group 2009 - 2009
PNC Wealth Management May 2006 - September 2008
PNC Bank May 2005 - May 2006
United States Marine Corps June 2000 - January 2002
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Asset Managment, Mutual Funds, Securities, Series 7, Retirement Planning, Strategic Financial..., Financial Analysis, Risk Management, Banking, Equities, Alternative Investments, Microsoft Excel, Series 63, Asset Management, Investment Advisory, Investment Management, Leadership
Education
Duquesne University 2011 — 2012
MBA, Investment Management, 3.7
Duquesne University 2006 — 2009
Bachelors, Finance, Investment Management
Penn State University 2002 — 2004
Journalism
PNC July 2015 - Present
PNC January 2015 - Present
PNC Wealth Management August 2011 - July 2015
The Fragasso Group May 2009 - August 2011
Sharon Battle Travel 2011 - 2011
PNC Bank September 2008 - May 2009
The Fragasso Group 2009 - 2009
PNC Wealth Management May 2006 - September 2008
PNC Bank May 2005 - May 2006
United States Marine Corps June 2000 - January 2002
Skills
Asset Allocation, Investments, Wealth Management, Portfolio Management, Asset Managment, Mutual Funds, Securities, Series 7, Retirement Planning, Strategic Financial..., Financial Analysis, Risk Management, Banking, Equities, Alternative Investments, Microsoft Excel, Series 63, Asset Management, Investment Advisory, Investment Management, Leadership
Education
Duquesne University 2011 — 2012
MBA, Investment Management, 3.7
Duquesne University 2006 — 2009
Bachelors, Finance, Investment Management
Penn State University 2002 — 2004
Journalism
Kelly Imamura's PNC Wealth Management Experience September 2005 - July 2011
Job Vice President and Regional Financial Planner at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank April 2011 - Present
PNC Wealth Management September 2005 - July 2011
Northwestern Mutual January 1999 - August 2005
Citigroup August 1986 - December 1998
Skills
Asset Management, Estate Planning, Asset Allocation, Risk Management, Investments, Financial Planning, Retirement, Accounting, Finance, Tax, Wealth Management, Business Planning, Mutual Funds, Portfolio Management, Analysis, Insurance, Leadership Development
Education
New York University School of Law 1981 — 1984
LLM, Tax
Columbia Law School 1977 — 1980
JD, Law
The University of Chicago 1974 — 1976
BA, Economics
The Private Client Reserve of U.S. Bank April 2011 - Present
PNC Wealth Management September 2005 - July 2011
Northwestern Mutual January 1999 - August 2005
Citigroup August 1986 - December 1998
Skills
Asset Management, Estate Planning, Asset Allocation, Risk Management, Investments, Financial Planning, Retirement, Accounting, Finance, Tax, Wealth Management, Business Planning, Mutual Funds, Portfolio Management, Analysis, Insurance, Leadership Development
Education
New York University School of Law 1981 — 1984
LLM, Tax
Columbia Law School 1977 — 1980
JD, Law
The University of Chicago 1974 — 1976
BA, Economics
Jonathan M. Williams CFA, CFP's PNC Wealth Management Experience November 2014 - Present
Job Investment Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management November 2014 - Present
AUA Capital Management October 2013 - October 2014
StaufferWilliams Asset Management, LLC February 2012 - December 2013
Graystone Wealth Management February 2011 - February 2012
PNC Financial Services Group August 2006 - February 2011
Millennium Wealth Management and Private Banking June 1996 - July 2006
Vanguard August 1992 - June 1996
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Management, Equities, Financial Services, Investment Strategies, Business Development, Estate Planning, Strategic Financial..., High Net Worth..., Risk Management, Fixed Income, Financial Risk, Asset Allocation, Investment Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning
Education
Dickinson College 1983 — 1987
BA, English
PNC Wealth Management November 2014 - Present
AUA Capital Management October 2013 - October 2014
StaufferWilliams Asset Management, LLC February 2012 - December 2013
Graystone Wealth Management February 2011 - February 2012
PNC Financial Services Group August 2006 - February 2011
Millennium Wealth Management and Private Banking June 1996 - July 2006
Vanguard August 1992 - June 1996
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Management, Equities, Financial Services, Investment Strategies, Business Development, Estate Planning, Strategic Financial..., High Net Worth..., Risk Management, Fixed Income, Financial Risk, Asset Allocation, Investment Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning
Education
Dickinson College 1983 — 1987
BA, English
Bradley Steines, Esq.'s PNC Wealth Management Experience June 2009 - December 2011
Job Corporate Compliance Manager, Research Integrity Officer & Privacy Officer
Industry Legal Services
Experience
UPMC March 2013 - Present
K&L Gates January 2012 - March 2013
PNC Wealth Management June 2009 - December 2011
Bank of New York Mellon August 2008 - July 2009
Duquesne University School of Law : Civil Rights Litigation Clinic January 2008 - June 2008
Duquesne University School of Law : Post-Conviction DNA Project January 2008 - June 2008
Lexington Law Firm - Office of Ed Kress, Esq. June 2007 - December 2007
Commonwealth of Pennsylvania May 2003 - November 2006
Skills
Risk Management, HIPAA, Legal Writing, Policy, Ethics, Management, Privacy Compliance, Leadership, Consulting, Corporate Law, Healthcare Industry, Legal Research, Mergers & Acquisitions, Due Diligence, FCPA, HITECH, Data Privacy, Healthcare Compliance, Contract Law, Regulatory Compliance, Conflict Of Interest, Internal & External..., Team Building, Corporate Governance, Public Speaking, Government
Education
Duquesne University School of Law 2005 — 2008
Juris Doctor, Law
Westminster College (PA) 2001 — 2005
B.A., Political Science and Marketing (Pre-Law Concentration)
Blackhawk High School
UPMC March 2013 - Present
K&L Gates January 2012 - March 2013
PNC Wealth Management June 2009 - December 2011
Bank of New York Mellon August 2008 - July 2009
Duquesne University School of Law : Civil Rights Litigation Clinic January 2008 - June 2008
Duquesne University School of Law : Post-Conviction DNA Project January 2008 - June 2008
Lexington Law Firm - Office of Ed Kress, Esq. June 2007 - December 2007
Commonwealth of Pennsylvania May 2003 - November 2006
Skills
Risk Management, HIPAA, Legal Writing, Policy, Ethics, Management, Privacy Compliance, Leadership, Consulting, Corporate Law, Healthcare Industry, Legal Research, Mergers & Acquisitions, Due Diligence, FCPA, HITECH, Data Privacy, Healthcare Compliance, Contract Law, Regulatory Compliance, Conflict Of Interest, Internal & External..., Team Building, Corporate Governance, Public Speaking, Government
Education
Duquesne University School of Law 2005 — 2008
Juris Doctor, Law
Westminster College (PA) 2001 — 2005
B.A., Political Science and Marketing (Pre-Law Concentration)
Blackhawk High School
Lidy Mata's PNC Wealth Management Experience August 2007 - Present
Job SVP, Private Banker at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 2007 - Present
U.S. Trust Co. June 1984 - August 2007
Skills
Wealth Management, Banking, Credit, Portfolio Management, Financial Services, Investments, Loans, Asset Management, Commercial Lending, Small Business Lending, Relationship Management
Education
Florida Atlantic University 1977 — 1981
BS, Finance
PNC Wealth Management August 2007 - Present
U.S. Trust Co. June 1984 - August 2007
Skills
Wealth Management, Banking, Credit, Portfolio Management, Financial Services, Investments, Loans, Asset Management, Commercial Lending, Small Business Lending, Relationship Management
Education
Florida Atlantic University 1977 — 1981
BS, Finance
Ralph J. Fetrow's PNC Wealth Management Experience August 1999 - January 2007
Job Relationship Management for Financial Planning at Members 1st Federal Credit Union
Industry Financial Services
Experience
Members 1st FCU February 2007 - Present
Invest Financial 2008 - Present
Ralph J. Fetrow, Certified Financial Planner September 2000 - Present
AACA Museum of Hershey January 2007 - December 2014
PNC Wealth Management August 1999 - January 2007
Skills
Strategic Financial..., Investments, Financial Advisory, Banking, Finance, Investment Strategies, Investment Advisory, Small Business, Long-term Care, Wealth Management, Commercial Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Planning, Portfolio Management, High Net Worth..., Relationship Management, Business Development, Financial Analysis, Consumer Lending, Small Business Lending, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Strategy, IRAs, Loans, Risk Management, Mortgage Lending, Asset Management, 401k, Wealth, Retirement, Securities, Estate Planning, Fixed Annuities, Credit Analysis, Personal Financial..., Commercial Banking, Loan Origination, Certified Financial..., Wealth Management..., Financial Planners, Executive Management, Insurance, Comprehensive Wealth...
Education
College for Financial Planning 1996 — 2000
CFP, Financial Planning
Stonier Graduate School of Banking 1982 — 1985
Graduate Certificate, Banking
Lebanon Valley College 1969 — 1973
BS, Music
Accredited Investment Fiduciary
Pennsylvania School of Banking
Members 1st FCU February 2007 - Present
Invest Financial 2008 - Present
Ralph J. Fetrow, Certified Financial Planner September 2000 - Present
AACA Museum of Hershey January 2007 - December 2014
PNC Wealth Management August 1999 - January 2007
Skills
Strategic Financial..., Investments, Financial Advisory, Banking, Finance, Investment Strategies, Investment Advisory, Small Business, Long-term Care, Wealth Management, Commercial Lending, Series 7, Series 63, Retirement Planning, Credit, Strategic Planning, Portfolio Management, High Net Worth..., Relationship Management, Business Development, Financial Analysis, Consumer Lending, Small Business Lending, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Strategy, IRAs, Loans, Risk Management, Mortgage Lending, Asset Management, 401k, Wealth, Retirement, Securities, Estate Planning, Fixed Annuities, Credit Analysis, Personal Financial..., Commercial Banking, Loan Origination, Certified Financial..., Wealth Management..., Financial Planners, Executive Management, Insurance, Comprehensive Wealth...
Education
College for Financial Planning 1996 — 2000
CFP, Financial Planning
Stonier Graduate School of Banking 1982 — 1985
Graduate Certificate, Banking
Lebanon Valley College 1969 — 1973
BS, Music
Accredited Investment Fiduciary
Pennsylvania School of Banking
David France, CFA's PNC Wealth Management Experience July 2007 - August 2009
Job Senior Portfolio Manager at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management August 2009 - Present
PNC Wealth Management July 2007 - August 2009
Greycourt November 2002 - July 2007
T. Rowe Price 1995 - 2002
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Investments, Hedge Funds, Asset Management, Investment Management, Mutual Funds
Education
Loyola University Maryland 1998 — 2000
MSF, Finance
Duquesne University 1988 — 1992
BSBA, Accounting
Mellon Capital Management August 2009 - Present
PNC Wealth Management July 2007 - August 2009
Greycourt November 2002 - July 2007
T. Rowe Price 1995 - 2002
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Investments, Hedge Funds, Asset Management, Investment Management, Mutual Funds
Education
Loyola University Maryland 1998 — 2000
MSF, Finance
Duquesne University 1988 — 1992
BSBA, Accounting
Kristen R. Kernstock's PNC Wealth Management Experience January 2010 - March 2011
Job Assistant Registrar, Curricular Services at Hope College
Industry Higher Education
Experience
Hope College January 2014 - Present
Hope College March 2011 - December 2013
PNC Wealth Management January 2010 - March 2011
National City Bank May 2006 - December 2009
National City Corporation now a part of PNC Bank March 2004 - April 2006
Metropolitan Title Company July 2002 - January 2004
Pfizer Corporation January 2001 - July 2002
Hope College August 1996 - December 2000
South Side Swim Club June 1995 - September 2000
Hope College January 1998 - May 2000
Skills
Banking, Customer Satisfaction, Customer Service, Management, Microsoft Office, PowerPoint, Process Improvement, Training
Education
Kendall College of Art & Design 2008 — 2008
Delta College 2004 — 2006
Hope College 1996 — 2000
BA, Sociology, Business Administration
Zeeland High School, Zeeland Michigan 1993 — 1996
Hope College January 2014 - Present
Hope College March 2011 - December 2013
PNC Wealth Management January 2010 - March 2011
National City Bank May 2006 - December 2009
National City Corporation now a part of PNC Bank March 2004 - April 2006
Metropolitan Title Company July 2002 - January 2004
Pfizer Corporation January 2001 - July 2002
Hope College August 1996 - December 2000
South Side Swim Club June 1995 - September 2000
Hope College January 1998 - May 2000
Skills
Banking, Customer Satisfaction, Customer Service, Management, Microsoft Office, PowerPoint, Process Improvement, Training
Education
Kendall College of Art & Design 2008 — 2008
Delta College 2004 — 2006
Hope College 1996 — 2000
BA, Sociology, Business Administration
Zeeland High School, Zeeland Michigan 1993 — 1996
Michele Aldridge's PNC Wealth Management Experience BankerPNC Wealth Management2005 - 2010
Job Associate Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management BankerPNC Wealth Management2005 - 2010
Skills
New Business Development, Private Banking, Banking, Wealth Management..., Wealth Management, Portfolio Management, Investment Advisory, Investments, High Net Worth..., Strategic Financial..., Mutual Funds
Education
Durham University 2003 — 2005
University of East Anglia
PNC Wealth Management BankerPNC Wealth Management2005 - 2010
Skills
New Business Development, Private Banking, Banking, Wealth Management..., Wealth Management, Portfolio Management, Investment Advisory, Investments, High Net Worth..., Strategic Financial..., Mutual Funds
Education
Durham University 2003 — 2005
University of East Anglia
Lisa Deutsch's PNC Wealth Management Experience March 2000 - Present
Job PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2000 - Present
Skills
Credit, Portfolio Management, Wealth Management, Banking, Loans, Commercial Banking, Mutual Funds, Retail Banking, Investments, Private Banking, Commercial Lending, Asset Management, Credit Analysis, Equities, Relationship Management, Consumer Lending
Education
DeSales University
Finance and Financial Management Services
PNC Wealth Management March 2000 - Present
Skills
Credit, Portfolio Management, Wealth Management, Banking, Loans, Commercial Banking, Mutual Funds, Retail Banking, Investments, Private Banking, Commercial Lending, Asset Management, Credit Analysis, Equities, Relationship Management, Consumer Lending
Education
DeSales University
Finance and Financial Management Services
Ann Nickel's PNC Wealth Management Experience March 2007 - Present
Job Senior Vice President and Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2007 - Present
Wachovia Bank June 1997 - March 2007
Education
Washington University in St. Louis School of Law 1993 — 1996
J.D.
Duke University 1989 — 1993
B.A.
PNC Wealth Management March 2007 - Present
Wachovia Bank June 1997 - March 2007
Education
Washington University in St. Louis School of Law 1993 — 1996
J.D.
Duke University 1989 — 1993
B.A.
Zachary Young, CFA's PNC Wealth Management Experience August 2013 - Present
Job Investment Advisor, AVP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 2013 - Present
PNC Wealth Management August 2012 - August 2013
PNC June 2011 - 2012
CFA Society of Pittsburgh Financial Literacy Program 2010 - 2012
CFA Society of Pittsburgh Financial Literacy Program 2010 - 2012
BNY Mellon December 2009 - April 2011
Duquesne University May 2009 - December 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Accounting, Financial Reporting, Process Improvement, Visio, Investments, Banking, Finance, Portfolio Management, Investment Management
Education
Duquesne University 2007 — 2011
Bachelor of Science - Business Administration, Finance/Investment Management
PNC Wealth Management August 2013 - Present
PNC Wealth Management August 2012 - August 2013
PNC June 2011 - 2012
CFA Society of Pittsburgh Financial Literacy Program 2010 - 2012
CFA Society of Pittsburgh Financial Literacy Program 2010 - 2012
BNY Mellon December 2009 - April 2011
Duquesne University May 2009 - December 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Accounting, Financial Reporting, Process Improvement, Visio, Investments, Banking, Finance, Portfolio Management, Investment Management
Education
Duquesne University 2007 — 2011
Bachelor of Science - Business Administration, Finance/Investment Management
Susan Schupp's PNC Wealth Management Experience August 2012 - Present
Job Vice President and Senior Trust Advisor, PNC Wealth Management. Lehigh Valley PA
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
Clermont Wealth Strategies/Fulton Financial Advisors April 2004 - July 2012
Wachovia Insurance January 2003 - April 2004
Wachovia Bank, N.A. July 1985 - January 2003
First Union Bank 1990 - 2000
Skills
Series 7, Securities, Wealth, Asset Management, High Net Worth..., Estate Planning, Trusts, Investment Management
Education
Moravian College 2002 — 2005
Certificate, CFP
DeSales University 1994 — 1997
MBA, Accounting and Finance
Kutztown University of Pennsylvania 1980 — 1985
Bachelor of Science (BS), Accounting and Business/Management
PNC Wealth Management August 2012 - Present
Clermont Wealth Strategies/Fulton Financial Advisors April 2004 - July 2012
Wachovia Insurance January 2003 - April 2004
Wachovia Bank, N.A. July 1985 - January 2003
First Union Bank 1990 - 2000
Skills
Series 7, Securities, Wealth, Asset Management, High Net Worth..., Estate Planning, Trusts, Investment Management
Education
Moravian College 2002 — 2005
Certificate, CFP
DeSales University 1994 — 1997
MBA, Accounting and Finance
Kutztown University of Pennsylvania 1980 — 1985
Bachelor of Science (BS), Accounting and Business/Management
Missie Thompson's PNC Wealth Management Experience 2013 - Present
Job Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2013 - Present
PNC 2012 - Present
RBC 2011 - 2012
Wells Fargo 2009 - 2011
Wells Fargo 2003 - 2009
Skills
Relationship Management, Business Development, Sales
Education
Meredith College 2008 — 2011
Masters in Business
East Carolina University 1998 — 2002
Bachelor of Science in Business, Business Administration and Management, General
PNC Wealth Management 2013 - Present
PNC 2012 - Present
RBC 2011 - 2012
Wells Fargo 2009 - 2011
Wells Fargo 2003 - 2009
Skills
Relationship Management, Business Development, Sales
Education
Meredith College 2008 — 2011
Masters in Business
East Carolina University 1998 — 2002
Bachelor of Science in Business, Business Administration and Management, General
Todd Sinclair's PNC Wealth Management Experience March 2007 - Present
Job Assistant Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2007 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Retirement, Investments, Uniform Combined State..., Strategic Financial..., Securities, Portfolio Management, ETFs, Fixed Annuities, Bonds, Financial Advisory, Equities
Education
Boston University, CFP Program
Brunswick High School
Cleveland State University
Bachelor's degree, Finance
PNC Wealth Management March 2007 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Retirement, Investments, Uniform Combined State..., Strategic Financial..., Securities, Portfolio Management, ETFs, Fixed Annuities, Bonds, Financial Advisory, Equities
Education
Boston University, CFP Program
Brunswick High School
Cleveland State University
Bachelor's degree, Finance
L. Scott Merritt's PNC Wealth Management Experience July 2008 - Present
Job Investment Director of Florida, SVP
Industry Financial Services
Experience
PNC 2009 - Present
PNC Wealth Management July 2008 - Present
National City Wealth Management August 2007 - December 2009
U.S. Trust Wealth Management January 2005 - July 2007
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management..., Investment Management, Retirement Planning, Investment Advisory, Equities, Series 7, Securities
Education
Columbia Theological Seminary 1972 — 1975
Finance, General
Florida State University 1966 — 1970
Bachelor's degree, Finance, General
PNC 2009 - Present
PNC Wealth Management July 2008 - Present
National City Wealth Management August 2007 - December 2009
U.S. Trust Wealth Management January 2005 - July 2007
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management..., Investment Management, Retirement Planning, Investment Advisory, Equities, Series 7, Securities
Education
Columbia Theological Seminary 1972 — 1975
Finance, General
Florida State University 1966 — 1970
Bachelor's degree, Finance, General
Jeffrey Wolfanger's PNC Wealth Management Experience June 1994 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 1994 - Present
Skills
Wealth Management
Education
Fairleigh Dickinson University 2000 — 2004
MBA, Finance
Fairleigh Dickinson University 1986 — 1990
BS/MBA, Finance/Economics
PNC Wealth Management June 1994 - Present
Skills
Wealth Management
Education
Fairleigh Dickinson University 2000 — 2004
MBA, Finance
Fairleigh Dickinson University 1986 — 1990
BS/MBA, Finance/Economics
Derek Bonifer, CFA's PNC Wealth Management Experience October 2010 - Present
Job Vice President Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
Barb Renker's PNC Wealth Management Experience July 1996 - March 2012
Job Executive Secretary at Erie Homes for Children and Adults, Inc.
Industry Individual & Family Services
Experience
Erie Homes for Children and Adults, Inc. April 2012 - Present
PNC Wealth Management July 1996 - March 2012
Skills
Administrative..., Outlook, Microsoft Office, Office Administration, PowerPoint, Microsoft Word, Data Entry, Nonprofits, Microsoft Excel, Customer Service, Confidentiality, Administration, Travel Arrangements, QuickBooks, Spreadsheets, Access
Education
Erie Business Center-Erie
Associate's degree, Accounting
Erie Homes for Children and Adults, Inc. April 2012 - Present
PNC Wealth Management July 1996 - March 2012
Skills
Administrative..., Outlook, Microsoft Office, Office Administration, PowerPoint, Microsoft Word, Data Entry, Nonprofits, Microsoft Excel, Customer Service, Confidentiality, Administration, Travel Arrangements, QuickBooks, Spreadsheets, Access
Education
Erie Business Center-Erie
Associate's degree, Accounting
Jonathan Morrison's PNC Wealth Management Experience December 2009 - June 2015
Job Vice President, Manager at PNC Retirement Solutions
Industry Financial Services
Experience
PNC Retirement Solutions July 2015 - Present
PNC Wealth Management December 2009 - June 2015
PNC Institutional Investments August 2005 - December 2009
Skills
Relationship Management, Product Management, Business Development, Cross-functional Team..., Project Management, Contract Negotiation, Vendor Management, Mutual Funds, Stable Value, Defined Contribution
Education
Duquesne University 1994 — 1998
B.S. Business Administration
PNC Retirement Solutions July 2015 - Present
PNC Wealth Management December 2009 - June 2015
PNC Institutional Investments August 2005 - December 2009
Skills
Relationship Management, Product Management, Business Development, Cross-functional Team..., Project Management, Contract Negotiation, Vendor Management, Mutual Funds, Stable Value, Defined Contribution
Education
Duquesne University 1994 — 1998
B.S. Business Administration
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank