PNC Wealth Management
Industry: Bank holding company
DescriptionPNC Financial Services Group, Inc. is a bank holding company and financial services corporation based in Pittsburgh. Its bank operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs. Customer service: 00 1 412-803-7711 Headquarters: Pittsburgh, Pennsylvania, United States Founded: 10 April 1845 Revenue: 16.33 billion USD (2017) Subsidiaries: Harris Williams & Co., Did you know: PNC Financial Services is the eighth-largest bank in the US by total assets ($380 B). wikipedia.org
PNC Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PNC Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PNC Wealth Management Salaries. You can even request information on how much does PNC Wealth Management pay if you want to. Learn about salaries, pros and cons of working for PNC Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
910 PNC Wealth Management employees in database. Find out everything there's to know about PNC Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PNC Wealth Management Employees
Employee
Years
Job
Industry
J. Max Barger J. Max Barger's PNC Wealth Management Experience July 2013 - Present
Job Senior Wealth Planner and Vice President at PNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management July 2013 - Present
Ackerman Brown PLLC March 2010 - June 2013
General Counsel, P.C. May 2010 - May 2012
Lawrence S. Jacobs & Associates, PC May 2009 - April 2010
Paley Rothman January 2006 - April 2009
Barger Law Group, PLC 2004 - 2006
Old Dominion University 1996 - 2005
Regent University 1998 - 2004
Davis & Associates, PC 1995 - 2004
Skills
Wealth Management..., Estate Planning, Asset Protection..., Business Succesion..., Strategic Planning, Retirement Planning, Planning for Same-Sex..., Estate & Gift Taxation, Tax Planning, Trust and Estate..., Public Speaking, Charitable Gift Planning
Education
Regent University School of Law 1992 — 1995
JD, Law
Regent University 1991 — 1995
MBA, Business Administration
Indiana University Bloomington 1985 — 1987
BA, Telecommunications and Theatre
PNC Wealth Management July 2013 - Present
Ackerman Brown PLLC March 2010 - June 2013
General Counsel, P.C. May 2010 - May 2012
Lawrence S. Jacobs & Associates, PC May 2009 - April 2010
Paley Rothman January 2006 - April 2009
Barger Law Group, PLC 2004 - 2006
Old Dominion University 1996 - 2005
Regent University 1998 - 2004
Davis & Associates, PC 1995 - 2004
Skills
Wealth Management..., Estate Planning, Asset Protection..., Business Succesion..., Strategic Planning, Retirement Planning, Planning for Same-Sex..., Estate & Gift Taxation, Tax Planning, Trust and Estate..., Public Speaking, Charitable Gift Planning
Education
Regent University School of Law 1992 — 1995
JD, Law
Regent University 1991 — 1995
MBA, Business Administration
Indiana University Bloomington 1985 — 1987
BA, Telecommunications and Theatre
Sarah Dall's PNC Wealth Management Experience June 2007 - April 2014
Job Tap Room Mgr at MashCraft Brewery
Industry Food & Beverages
Experience
MashCraft Brewery May 2014 - Present
National City Bank June 2007 - April 2014
PNC Wealth Management June 2007 - April 2014
Stifel Nicolaus 2001 - 2007
Stifel Nicolaus 2001 - 2007
Skills
Banking, Event Planning, Customer Service, Loans, Event Management, Credit, Nonprofits, Fundraising, Marketing Strategy, Time Management, Budgets, Training, Strategic Planning, Small Business, Leadership, Marketing, Coaching, Financial Analysis, Team Building, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1996 — 2000
Arsenal Technical 1993 — 1996
English, Music
MashCraft Brewery May 2014 - Present
National City Bank June 2007 - April 2014
PNC Wealth Management June 2007 - April 2014
Stifel Nicolaus 2001 - 2007
Stifel Nicolaus 2001 - 2007
Skills
Banking, Event Planning, Customer Service, Loans, Event Management, Credit, Nonprofits, Fundraising, Marketing Strategy, Time Management, Budgets, Training, Strategic Planning, Small Business, Leadership, Marketing, Coaching, Financial Analysis, Team Building, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 1996 — 2000
Arsenal Technical 1993 — 1996
English, Music
Holly Goodstein Stokes Holly Goodstein Stokes's PNC Wealth Management Experience January 2000 - June 2012
Job Board Member President Elect at Action for Children
Industry Banking
Experience
Key Private Bank June 2012 - Present
Action for Children May 2012 - Present
PNC Wealth Management January 2000 - June 2012
Columbus Kiwanis September 2008 - September 2010
Skills
Wealth Management..., Private Banking, Investment Management, Commercial Banking, Mortgage Lending, Leadership Development, Treasury Management, Sales Management
Education
Franklin University 2003 — 2005
MBA, Business Administration
The Ohio State University
Bachelors, Psychology
Key Private Bank June 2012 - Present
Action for Children May 2012 - Present
PNC Wealth Management January 2000 - June 2012
Columbus Kiwanis September 2008 - September 2010
Skills
Wealth Management..., Private Banking, Investment Management, Commercial Banking, Mortgage Lending, Leadership Development, Treasury Management, Sales Management
Education
Franklin University 2003 — 2005
MBA, Business Administration
The Ohio State University
Bachelors, Psychology
Robert S. Stevenson, CFA Robert S. Stevenson, CFA's PNC Wealth Management Experience August 2014 - Present
Job Senior Vice President / Senior Investment Advisor
Industry Investment Management
Experience
PNC Wealth Management August 2014 - Present
The Private Client Reserve of US Bank February 2013 - September 2013
Northern Trust Company 1999 - 2013
SunTrust Bank August 1994 - September 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation
Education
Stetson University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lenoir-Rhyne University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Florida Graduate Trust School, University of South Florida, Tampa 1997 — 1997
Florida Trust School, University of South Florida, Tampa 1995 — 1996
PNC Wealth Management August 2014 - Present
The Private Client Reserve of US Bank February 2013 - September 2013
Northern Trust Company 1999 - 2013
SunTrust Bank August 1994 - September 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, High Net Worth..., Superior Client Service, Wealth Management, Investment Analysis, Sales Presentations, Foundations, Endowments, Bloomberg, Investment Management, Hedge Funds, Private Equity, Equity Valuation, Fixed Income Portfolio..., New Business Development, Financial Analysis, Reuters, Mutual Funds, Valuation
Education
Stetson University 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
Lenoir-Rhyne University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Florida Graduate Trust School, University of South Florida, Tampa 1997 — 1997
Florida Trust School, University of South Florida, Tampa 1995 — 1996
Theresa Hannah, CTFA Theresa Hannah, CTFA's PNC Wealth Management Experience October 2013 - Present
Job Vice President & Senior Trust Advisor at PNC
Industry Banking
Experience
PNC Wealth Management October 2013 - Present
Rabobank September 2009 - October 2013
Education
National University 1999 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Heald College-Stockton 1997 — 1999
Associate's degree, Accounting
PNC Wealth Management October 2013 - Present
Rabobank September 2009 - October 2013
Education
National University 1999 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Heald College-Stockton 1997 — 1999
Associate's degree, Accounting
Tyann Sanchez Tyann Sanchez's PNC Wealth Management Experience February 2012 - September 2013
Job Controller/Business Manager at Dream Makers Automotive, LLC
Industry Human Resources
Experience
DreamMakers Automotive July 2014 - Present
Safe Haven Baby Boxes of Indiana January 2015 - March 2015
ADP September 2013 - July 2014
1/293rd Family Readiness - Steering Committee May 2013 - July 2014
PNC Wealth Management February 2012 - September 2013
Allen County Right to Life 2013 - 2013
Chase Bank January 2011 - February 2012
Verizon Wireless March 2004 - January 2011
Skills
Cross Selling, Customer Experience, Cold Calling, Consumer Lending, Banking, Human Resources, Coaching, Recruiting, Payroll, Loans, Time Management, Leadership, Retail Banking, Sales Management, Credit, Customer Satisfaction, Retail, Teamwork, Positive Energy, Building Relationships, Sales Presentations, Creative Problem Solving, Result Oriented Approach, ADP Payroll, Technology, Direct Sales, Training, Consultative Approach, Multi-state Payroll..., Employee Handbooks, Employee Training, Public Speaking, Employee Engagement, Lines Of Credit, Time & Attendance, Selling, FMLA, Project Management, Personal Banking, Home Equity Loans, PeopleSoft, Retail Sales, Cash Management, Onboarding, Team Leadership, Mortgage Lending, Microsoft Excel, Affordable Care Act, Customer Service, Customer Retention
Education
Indiana Institute of Technology 2013 — 2015
Bachelor's degree, Human Resources Management and Services, Academic Honors
Franklin University 2006 — 2009
Accounting and Business/Management
University of Alaska Anchorage 2001 — 2003
Education
Ohio State University-Lima Campus 1999 — 2001
Education
Wayne County Community College District 1998 — 1999
Education
Wapakoneta High School
Wapakoneta High School
DreamMakers Automotive July 2014 - Present
Safe Haven Baby Boxes of Indiana January 2015 - March 2015
ADP September 2013 - July 2014
1/293rd Family Readiness - Steering Committee May 2013 - July 2014
PNC Wealth Management February 2012 - September 2013
Allen County Right to Life 2013 - 2013
Chase Bank January 2011 - February 2012
Verizon Wireless March 2004 - January 2011
Skills
Cross Selling, Customer Experience, Cold Calling, Consumer Lending, Banking, Human Resources, Coaching, Recruiting, Payroll, Loans, Time Management, Leadership, Retail Banking, Sales Management, Credit, Customer Satisfaction, Retail, Teamwork, Positive Energy, Building Relationships, Sales Presentations, Creative Problem Solving, Result Oriented Approach, ADP Payroll, Technology, Direct Sales, Training, Consultative Approach, Multi-state Payroll..., Employee Handbooks, Employee Training, Public Speaking, Employee Engagement, Lines Of Credit, Time & Attendance, Selling, FMLA, Project Management, Personal Banking, Home Equity Loans, PeopleSoft, Retail Sales, Cash Management, Onboarding, Team Leadership, Mortgage Lending, Microsoft Excel, Affordable Care Act, Customer Service, Customer Retention
Education
Indiana Institute of Technology 2013 — 2015
Bachelor's degree, Human Resources Management and Services, Academic Honors
Franklin University 2006 — 2009
Accounting and Business/Management
University of Alaska Anchorage 2001 — 2003
Education
Ohio State University-Lima Campus 1999 — 2001
Education
Wayne County Community College District 1998 — 1999
Education
Wapakoneta High School
Wapakoneta High School
Rhondale Haywood's PNC Wealth Management Experience June 2012 - Present
Job Investment Advisor and Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2012 - Present
Gardner Webb University August 2014 - December 2014
PNC Wealth Management March 2009 - June 2012
PNC Wealth Management May 2007 - March 2009
PNC Wealth Management July 2005 - May 2007
Skills
Mutual Funds, Portfolio Management, ETFs, Separate Accounts, Wealth Management, Investments, Asset Managment, Equities, Strategic Financial..., Asset Allocation, Fixed Income, Securities, Investment Advisory, Alternative Investments, Bloomberg, Retirement Planning, Estate Planning, Credit, Banking, Asset Management, Finance, Financial Planning, Investment Management, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
MBA, Finance
Hampton University 2001 — 2005
B.S., Business Management
PNC Wealth Management June 2012 - Present
Gardner Webb University August 2014 - December 2014
PNC Wealth Management March 2009 - June 2012
PNC Wealth Management May 2007 - March 2009
PNC Wealth Management July 2005 - May 2007
Skills
Mutual Funds, Portfolio Management, ETFs, Separate Accounts, Wealth Management, Investments, Asset Managment, Equities, Strategic Financial..., Asset Allocation, Fixed Income, Securities, Investment Advisory, Alternative Investments, Bloomberg, Retirement Planning, Estate Planning, Credit, Banking, Asset Management, Finance, Financial Planning, Investment Management, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
MBA, Finance
Hampton University 2001 — 2005
B.S., Business Management
Callie Jacoby Callie Jacoby's PNC Wealth Management Experience August 2013 - Present
Job Market Executive at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 2013 - Present
PNC Wealth Management Group May 1997 - Present
Skills
Credit, Banking, Loans, Consumer Lending
Education
University of Findlay 1998 — 2001
Master's degree, Business Leadership
Hillsdale College 1994 — 1997
Bachelor of Arts (BA), Business
PNC Wealth Management August 2013 - Present
PNC Wealth Management Group May 1997 - Present
Skills
Credit, Banking, Loans, Consumer Lending
Education
University of Findlay 1998 — 2001
Master's degree, Business Leadership
Hillsdale College 1994 — 1997
Bachelor of Arts (BA), Business
Andrew W. Mitchell, CTFA's PNC Wealth Management Experience August 2007 - May 2011
Job Trust Administrator, Vice President
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Hawthorn, PNC Family Wealth May 2011 - August 2015
PNC Wealth Management August 2007 - May 2011
Mercantile Safe-Deposit & Trust Company June 2006 - August 2006
Skills
Microsoft Office, Asset Protection, Lotus Notes, Account Administration, Relationship Management, SharePoint, Strategic Financial..., Trust Management, Charitable Trusts, Retirement Planning, Family Office, Siebel 7.x, Investment Management, Asset Managment, Oral & Written..., AMTrust, Asset Management, Wealth Management, Finance, Insurance, Asset Allocation, Microsoft Excel, Microsoft Word, Manage Client..., Multi Tasking, Cross Selling, Banking, Adobe, High Net Worth..., Pipeline Management, Alternative Investments, Private Equity, Wealth Management..., Investment Strategies, Financial Planning, Financial Services
Education
Gettysburg College 2003 — 2007
Bachelors of Arts, Psychology Major, Economics Minor
Virginia Episcopal School 2000 — 2003
J.P. Morgan August 2015 - Present
Hawthorn, PNC Family Wealth May 2011 - August 2015
PNC Wealth Management August 2007 - May 2011
Mercantile Safe-Deposit & Trust Company June 2006 - August 2006
Skills
Microsoft Office, Asset Protection, Lotus Notes, Account Administration, Relationship Management, SharePoint, Strategic Financial..., Trust Management, Charitable Trusts, Retirement Planning, Family Office, Siebel 7.x, Investment Management, Asset Managment, Oral & Written..., AMTrust, Asset Management, Wealth Management, Finance, Insurance, Asset Allocation, Microsoft Excel, Microsoft Word, Manage Client..., Multi Tasking, Cross Selling, Banking, Adobe, High Net Worth..., Pipeline Management, Alternative Investments, Private Equity, Wealth Management..., Investment Strategies, Financial Planning, Financial Services
Education
Gettysburg College 2003 — 2007
Bachelors of Arts, Psychology Major, Economics Minor
Virginia Episcopal School 2000 — 2003
David Buckiso, CPA David Buckiso, CPA's PNC Wealth Management Experience 1997 - 2003
Job Wealth Services Manager at First Commonwealth Bank
Industry Investment Management
Experience
First Commonwealth Bank November 2014 - Present
First Commonwealth Bank November 2014 - Present
F.N.B. Wealth Management March 2003 - October 2014
PNC Wealth Management 1997 - 2003
Skills
Portfolio Management, Banking, Wealth Management, Wealth Management..., Financial Modeling, Mutual Funds, Securities, Credit, Private Banking, Financial Analysis, Risk Management, Retirement Planning, Mergers & Acquisitions, Financial Structuring, Investments
Education
John Carroll University 1988 — 1992
Accounting
Robert Morris University
MBA
First Commonwealth Bank November 2014 - Present
First Commonwealth Bank November 2014 - Present
F.N.B. Wealth Management March 2003 - October 2014
PNC Wealth Management 1997 - 2003
Skills
Portfolio Management, Banking, Wealth Management, Wealth Management..., Financial Modeling, Mutual Funds, Securities, Credit, Private Banking, Financial Analysis, Risk Management, Retirement Planning, Mergers & Acquisitions, Financial Structuring, Investments
Education
John Carroll University 1988 — 1992
Accounting
Robert Morris University
MBA
Simon Werle Simon Werle's PNC Wealth Management Experience January 2011 - September 2013
Job Agent/Owner at American Family Insurance
Industry Insurance
Experience
American Family Insurance January 2014 - Present
PNC Wealth Management January 2011 - September 2013
PNC Investments January 2007 - December 2010
Nationwide Insurance September 2002 - December 2006
Skills
Strategic Financial..., Sales Management, Relationship Management, Banking, Loans, Leadership, Mortgage Lending, Sales Process, Commercial Banking, Strategic Leadership, Outstanding..., Collaborative Problem..., Employee Training, Investments, Risk Management, Insurance Planning, Disability Insurance, Property & Casualty..., Financial Planners, Insurance, Customer Insight, Financial Planning, Customer Service, Sales, Finance, Team Building
Education
Hiram College
Youngstown State University
American Family Insurance January 2014 - Present
PNC Wealth Management January 2011 - September 2013
PNC Investments January 2007 - December 2010
Nationwide Insurance September 2002 - December 2006
Skills
Strategic Financial..., Sales Management, Relationship Management, Banking, Loans, Leadership, Mortgage Lending, Sales Process, Commercial Banking, Strategic Leadership, Outstanding..., Collaborative Problem..., Employee Training, Investments, Risk Management, Insurance Planning, Disability Insurance, Property & Casualty..., Financial Planners, Insurance, Customer Insight, Financial Planning, Customer Service, Sales, Finance, Team Building
Education
Hiram College
Youngstown State University
Shane Martens's PNC Wealth Management Experience October 2009 - November 2014
Job Relationship Manager at Key Bank
Industry Financial Services
Experience
Key Private Bank November 2014 - Present
PNC Wealth Management October 2009 - November 2014
Skills
Series 7, series 66, Wealth Management, Portfolio Management, Banking, Credit, Mutual Funds, Loans, Investments, Relationship Management, Equities, Asset Management, Private Banking
Education
Indiana University Bloomington 1987 — 1990
Bachelor of Science (BS)
Key Private Bank November 2014 - Present
PNC Wealth Management October 2009 - November 2014
Skills
Series 7, series 66, Wealth Management, Portfolio Management, Banking, Credit, Mutual Funds, Loans, Investments, Relationship Management, Equities, Asset Management, Private Banking
Education
Indiana University Bloomington 1987 — 1990
Bachelor of Science (BS)
Meghan Neel Meghan Neel's PNC Wealth Management Experience November 2011 - Present
Job Sales and Service Specialist Coordinator II at PNC Wealth Management
Industry Financial Services
Experience
J.Crew October 2013 - Present
PNC Wealth Management November 2011 - Present
PNC July 2010 - November 2011
Starbucks March 2007 - July 2010
Skills
Retail Banking, Wealth Management, Administrative Support, Private Banking, Banking Relationships, Account Management, Trust Services, Trust Management, Administrative..., Customer Service, Lotus Notes, Microsoft Word, Microsoft Office, Wealth Management..., Siebel, Asset Management
Education
Kent State University 2005 — 2008
Psychology
Kent State University 2005 — 2008
Biology, General
J.Crew October 2013 - Present
PNC Wealth Management November 2011 - Present
PNC July 2010 - November 2011
Starbucks March 2007 - July 2010
Skills
Retail Banking, Wealth Management, Administrative Support, Private Banking, Banking Relationships, Account Management, Trust Services, Trust Management, Administrative..., Customer Service, Lotus Notes, Microsoft Word, Microsoft Office, Wealth Management..., Siebel, Asset Management
Education
Kent State University 2005 — 2008
Psychology
Kent State University 2005 — 2008
Biology, General
Jason Reilly, CFP® Jason Reilly, CFP®'s PNC Wealth Management Experience December 2007 - Present
Job Assistant Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2007 - Present
AXA Advisors August 2006 - December 2007
Education
King's College 2003 — 2007
Bachelor of Science (BS), Finance, 3.5
Wilkes University 2012 — 2017
Master of Business Administration (MBA), Business, 4.0
PNC Wealth Management December 2007 - Present
AXA Advisors August 2006 - December 2007
Education
King's College 2003 — 2007
Bachelor of Science (BS), Finance, 3.5
Wilkes University 2012 — 2017
Master of Business Administration (MBA), Business, 4.0
Dina Anzevino Dina Anzevino's PNC Wealth Management Experience October 2013 - Present
Job Team Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
FirstMerit Bank March 2006 - October 2013
KeyBank September 2003 - March 2006
McDonald Investments August 1998 - September 2003
McDonald Trust Company July 1997 - August 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Relationship Management, Credit Analysis, Investments, Commercial Lending, Financial Analysis, Asset Managment, Investment Management, Team Building, Mutual Funds, Asset Management, Alternative Investments, Finance, Investment Strategies, Retirement Planning
Education
Kent State University - Graduate School of Management 2002 — 2003
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BSBA, Accounting and Finance
PNC Wealth Management October 2013 - Present
FirstMerit Bank March 2006 - October 2013
KeyBank September 2003 - March 2006
McDonald Investments August 1998 - September 2003
McDonald Trust Company July 1997 - August 1998
Skills
Portfolio Management, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Relationship Management, Credit Analysis, Investments, Commercial Lending, Financial Analysis, Asset Managment, Investment Management, Team Building, Mutual Funds, Asset Management, Alternative Investments, Finance, Investment Strategies, Retirement Planning
Education
Kent State University - Graduate School of Management 2002 — 2003
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BSBA, Accounting and Finance
Thomas Poskin Thomas Poskin's PNC Wealth Management Experience August 1993 - January 2011
Job Executive Vice President at Meridian Wealth Management
Industry Banking
Experience
Meridian Wealth Management March 2013 - Present
Huntington Wealth Advisors Huntington National Bank 2011 - March 2013
PNC Wealth Management August 1993 - January 2011
PNC Bank Elizabethtown Ky January 1987 - August 1993
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Securities, Asset Allocation, Estate Planning, Investment Management, Asset Management, Retirement Planning, Strategic Financial..., Financial Advisory, Alternative Investments, Banking, Asset Managment, Series 7, High Net Worth..., Financial Planning, Finance, Financial Services, Financial Analysis, Strategic Planning, Credit Analysis, Series 63, Commercial Lending, Commercial Banking, Valuation, Risk Management, Real Estate, Equities, Loans, Bonds, Fixed Income, Mortgage Lending, Hedge Funds, Tax, Analysis, Compliance, Risk, Planning, Customer Relations, New Business Development, Research, Trading, Administration, Due Diligence, Problem Solving, Wealth, Investment Advisory, ETFs
Education
University of Illinois at Urbana-Champaign 1977 — 1980
Master of Science, Agriculture
Illinois State University 1974 — 1976
BS
Meridian Wealth Management March 2013 - Present
Huntington Wealth Advisors Huntington National Bank 2011 - March 2013
PNC Wealth Management August 1993 - January 2011
PNC Bank Elizabethtown Ky January 1987 - August 1993
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Securities, Asset Allocation, Estate Planning, Investment Management, Asset Management, Retirement Planning, Strategic Financial..., Financial Advisory, Alternative Investments, Banking, Asset Managment, Series 7, High Net Worth..., Financial Planning, Finance, Financial Services, Financial Analysis, Strategic Planning, Credit Analysis, Series 63, Commercial Lending, Commercial Banking, Valuation, Risk Management, Real Estate, Equities, Loans, Bonds, Fixed Income, Mortgage Lending, Hedge Funds, Tax, Analysis, Compliance, Risk, Planning, Customer Relations, New Business Development, Research, Trading, Administration, Due Diligence, Problem Solving, Wealth, Investment Advisory, ETFs
Education
University of Illinois at Urbana-Champaign 1977 — 1980
Master of Science, Agriculture
Illinois State University 1974 — 1976
BS
Consuelo Stack Consuelo Stack's PNC Wealth Management Experience 2009 - January 2013
Job Investment Associate at Hawthorn, PNC Family Wealth
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth January 2013 - Present
PNC Wealth Management 2009 - January 2013
National City Bank 1999 - 2009
First of America Bank 1995 - 1999
Skills
Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Analysis
Education
Foothill College
Macomb Community College
Hawthorn, PNC Family Wealth January 2013 - Present
PNC Wealth Management 2009 - January 2013
National City Bank 1999 - 2009
First of America Bank 1995 - 1999
Skills
Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Financial Services, Financial Analysis
Education
Foothill College
Macomb Community College
Cameron Staley Cameron Staley's PNC Wealth Management Experience January 2011 - September 2014
Job Director of Relationship Management at StreamSong Advisors, LLC
Industry Financial Services
Experience
StreamSong Advisors, LLC October 2014 - Present
StreamSong Investment Services, LLC October 2014 - Present
PNC Wealth Management January 2011 - September 2014
PNC Wealth Management November 2009 - December 2010
National City Bank September 2007 - November 2009
National City Bank January 2007 - August 2007
National City Bank September 2005 - December 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2004
B.A, Finance
StreamSong Advisors, LLC October 2014 - Present
StreamSong Investment Services, LLC October 2014 - Present
PNC Wealth Management January 2011 - September 2014
PNC Wealth Management November 2009 - December 2010
National City Bank September 2007 - November 2009
National City Bank January 2007 - August 2007
National City Bank September 2005 - December 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2004
B.A, Finance
David R. Dettmann David R. Dettmann's PNC Wealth Management Experience April 2012 - Present
Job Vice President / Sr. Banking Advisor
Industry Banking
Experience
PNC Wealth Management April 2012 - Present
State College of Florida Foundation October 2011 - October 2014
M&I Wealth Management, A part of BMO Financial Group. 2007 - 2011
Northern Trust 2005 - 2007
Northern Trust 1993 - 2005
FCS Financial 1990 - 1993
Education
Iowa State University
Lytton High School
Lytton High School
Western Illinois University
BS, Secondary Education
PNC Wealth Management April 2012 - Present
State College of Florida Foundation October 2011 - October 2014
M&I Wealth Management, A part of BMO Financial Group. 2007 - 2011
Northern Trust 2005 - 2007
Northern Trust 1993 - 2005
FCS Financial 1990 - 1993
Education
Iowa State University
Lytton High School
Lytton High School
Western Illinois University
BS, Secondary Education
Lauren Giglione's PNC Wealth Management Experience April 2008 - December 2012
Job Trust Officer/Account Manager
Industry Financial Services
Experience
PNC June 2014 - Present
BNY Mellon January 2012 - June 2014
PNC Wealth Management April 2008 - December 2012
PNC May 2006 - April 2008
Skills
Wealth Management, Asset Allocation, Wealth Management..., Mutual Funds, Institutional..., Stock Market, Account Management, Charitable Trusts, Trust Management, Alternative Investments, Investments, Asset Management, High Net Worth..., Financial Services
Education
Robert Morris University 2009 — 2011
Master of Business Administration (MBA)
Houghton College 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
PNC June 2014 - Present
BNY Mellon January 2012 - June 2014
PNC Wealth Management April 2008 - December 2012
PNC May 2006 - April 2008
Skills
Wealth Management, Asset Allocation, Wealth Management..., Mutual Funds, Institutional..., Stock Market, Account Management, Charitable Trusts, Trust Management, Alternative Investments, Investments, Asset Management, High Net Worth..., Financial Services
Education
Robert Morris University 2009 — 2011
Master of Business Administration (MBA)
Houghton College 2002 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Nicole Dorazio Nicole Dorazio's PNC Wealth Management Experience January 2014 - June 2015
Job Wealth Planning Analyst at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC Wealth Management June 2012 - August 2012
F.N.B. Corporation May 2011 - August 2011
rue21 June 2010 - August 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Education Funding, Public Speaking, Executive Compensation..., Estate Planning, Financial Analysis, PowerPoint, Loans
Education
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Stirling 2012 — 2012
Wells Fargo Private Bank July 2015 - Present
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC Wealth Management June 2012 - August 2012
F.N.B. Corporation May 2011 - August 2011
rue21 June 2010 - August 2010
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Education Funding, Public Speaking, Executive Compensation..., Estate Planning, Financial Analysis, PowerPoint, Loans
Education
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
The University of Stirling 2012 — 2012
Julia Savage Julia Savage's PNC Wealth Management Experience 2012 - Present
Job VP Relationship Manager Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2012 - Present
Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
WM Financial Services 2004 - 2005
PNC Investments 2003 - 2004
Education
Kean University 1999 — 2003
Bachelor of Science (B.S.), International Business
PNC Wealth Management 2012 - Present
Merrill Lynch 2008 - 2012
Bank of America 2005 - 2008
WM Financial Services 2004 - 2005
PNC Investments 2003 - 2004
Education
Kean University 1999 — 2003
Bachelor of Science (B.S.), International Business
Mark Nurse Mark Nurse's PNC Wealth Management Experience March 2012 - December 2014
Job Managing Director at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
The Glenmede Trust Company, N.A. December 2014 - Present
PNC Wealth Management March 2012 - December 2014
NJ SEEDS 2013 - 2014
PNC Wealth Management 2009 - March 2012
JPMorgan Chase February 1997 - January 2009
Bank of New York Mellon 1987 - 1997
Skills
Asset Allocation, Alternative Investments, Wealth Management, Bonds, Fixed Income, Mutual Funds, Credit, Retirement Planning, Banking, Investments, Loans, Asset Management, Portfolio Management, Wealth Management..., Series 63, Private Banking, Investment Advisory, Strategy, Financial Services, Securities, Bloomberg, Equities, Hedge Funds, Investment Strategies, Financial Advisory, Investment Management, High Net Worth..., Strategic Financial..., Capital Markets, Wealth, Estate Planning, Financial Markets, Structured Products, Relationship Management, Options, Valuation, FINRA, ETFs, Investment Banking, Series 65, Private Equity, Retirement, Credit Analysis, Uniform Combined State...
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
St. Francis College 1994 — 1998
B.S, Business Management
Julie Kitcoff's PNC Wealth Management Experience August 2006 - Present
Job Vice President, Senior Private Banker, Wealth Management, PNC Bank
Industry Banking
Experience
PNC Wealth Management August 2006 - Present
Union Federal Bank November 2001 - August 2006
First Indiana Bank November 1999 - November 2001
CNB Bancshares - Citizens Bank Greenwood 1995 - 1999
Anthem Capital Management 1993 - 1995
Howard W Sams & Co 1991 - 1993
Raffensperger, Hughes 1987 - 1991
Skills
Private Banking, Commercial Lending, Treasury Management, Wealth Management, Banking, Commercial Banking, Loans, Small Business Lending, Credit, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Series 7, Relationship Management
Education
Indiana University Bloomington
PNC Wealth Management August 2006 - Present
Union Federal Bank November 2001 - August 2006
First Indiana Bank November 1999 - November 2001
CNB Bancshares - Citizens Bank Greenwood 1995 - 1999
Anthem Capital Management 1993 - 1995
Howard W Sams & Co 1991 - 1993
Raffensperger, Hughes 1987 - 1991
Skills
Private Banking, Commercial Lending, Treasury Management, Wealth Management, Banking, Commercial Banking, Loans, Small Business Lending, Credit, Lines Of Credit, Consumer Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Series 7, Relationship Management
Education
Indiana University Bloomington
Leanna Johannes Leanna Johannes's PNC Wealth Management Experience 2007 - Present
Job Vice President at PNC Bank, N.A.
Industry Banking
Experience
PNC Bank, N.A. February 2007 - Present
PNC Wealth Management 2007 - Present
Richard W. Stevens, Esq. 2001 - 2007
Galfand Berger, LLP 1997 - 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, High Net Worth..., Portfolio Management, Investment Management, Business Development, Investments, Succession Planning, Financial Planners, Management, Wealth Management..., Tax, Estate Planning, Asset Management, Retirement, Finance, Risk Management, Business Planning, Estate Administration, Private Banking, Small Business, Wealth, Asset Managment, Investment Advisory, Trust Services, Securities, Alternative Investments, Strategic Financial..., Mutual Funds, Trusts, Financial Services, Series 7, Investment Strategies, Series 63, Estate Tax Planning, Asset Allocation, Equities, Bonds, Uniform Combined State..., Fixed Income, Private Equity, Loans, Banking, Financial Planning
Education
Villanova University School of Law 2007 — 2011
LL.M., Taxation
Widener University School of Law 1993 — 1996
J.D.
Indiana University Bloomington 1976 — 1980
B.S., Business
PNC Bank, N.A. February 2007 - Present
PNC Wealth Management 2007 - Present
Richard W. Stevens, Esq. 2001 - 2007
Galfand Berger, LLP 1997 - 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, High Net Worth..., Portfolio Management, Investment Management, Business Development, Investments, Succession Planning, Financial Planners, Management, Wealth Management..., Tax, Estate Planning, Asset Management, Retirement, Finance, Risk Management, Business Planning, Estate Administration, Private Banking, Small Business, Wealth, Asset Managment, Investment Advisory, Trust Services, Securities, Alternative Investments, Strategic Financial..., Mutual Funds, Trusts, Financial Services, Series 7, Investment Strategies, Series 63, Estate Tax Planning, Asset Allocation, Equities, Bonds, Uniform Combined State..., Fixed Income, Private Equity, Loans, Banking, Financial Planning
Education
Villanova University School of Law 2007 — 2011
LL.M., Taxation
Widener University School of Law 1993 — 1996
J.D.
Indiana University Bloomington 1976 — 1980
B.S., Business
Rusty Sommer's PNC Wealth Management Experience January 2011 - February 2012
Job Investment Product Executive and Commercial Leader
Industry Investment Management
Experience
FolioDynamix April 2015 - Present
AssetMark February 2012 - January 2015
PNC Wealth Management January 2011 - February 2012
PNC Wealth Management October 2009 - December 2010
National City Bank October 2006 - October 2009
Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities
Education
Kansas State University 1990 — 1996
BS, Monetary Policy
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
FolioDynamix April 2015 - Present
AssetMark February 2012 - January 2015
PNC Wealth Management January 2011 - February 2012
PNC Wealth Management October 2009 - December 2010
National City Bank October 2006 - October 2009
Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities
Education
Kansas State University 1990 — 1996
BS, Monetary Policy
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
Rory Snyder's PNC Wealth Management Experience April 2010 - October 2011
Job Accountant at Capital One
Industry Accounting
Experience
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Winchester, Don Winchester, Don's PNC Wealth Management Experience October 2013 - Present
Job Director Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
PNC Wealth Management October 2013 - Present
Citi Private Bank June 2010 - October 2013
Wachovia February 2004 - June 2010
PNC 1999 - 2000
Wells Fargo 1995 - 1999
Skills
Series 7, Commercial Lending, Wealth Management, Loans, Credit, Banking, Securities, Mortgage Lending, Commercial Banking, Investments, Retirement Planning, Wealth Management..., Financial Services, Mutual Funds
Education
George Mason University 1991 — 1996
Bachelor of Arts (B.A.), International/Global Studies
Menchville HS 1984 — 1988
Jennifer Chess Jennifer Chess's PNC Wealth Management Experience 2014 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
PNC Wealth Management 2014 - Present
Cornerstone Wealth Management 1999 - 2013
CFP Program 2007 - 2010
Merrill Lynch 1981 - 1991
Skills
Microsoft Office, Portfolio Management, Equities, Financial Analysis, Fixed Income, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Investment Strategies, Estate Planning, Certified Financial..., Finance, Investment Advisory
Education
John Carroll University 1977 — 1981
Bachelor of Science, Finance
Victoria Rubel Victoria Rubel's PNC Wealth Management Experience October 2012 - March 2014
Job Lending Advisor with Regions Bank
Industry Banking
Experience
Regions Private Wealth Management March 2014 - Present
PNC Wealth Management October 2012 - March 2014
Wells Fargo August 2010 - October 2012
Wachovia Bank March 1997 - September 2010
Skills
Portfolio Management, Commercial Banking, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Asset Management, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Loans, Private Banking, Relationship Management, Underwriting, Wealth Management, Management, Finance
Education
Georgia State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Valparaiso University 1982 — 1987
Bachelor of Arts (B.A.), Economics
Regions Private Wealth Management March 2014 - Present
PNC Wealth Management October 2012 - March 2014
Wells Fargo August 2010 - October 2012
Wachovia Bank March 1997 - September 2010
Skills
Portfolio Management, Commercial Banking, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Asset Management, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Loans, Private Banking, Relationship Management, Underwriting, Wealth Management, Management, Finance
Education
Georgia State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Valparaiso University 1982 — 1987
Bachelor of Arts (B.A.), Economics
John Banitt, CFA John Banitt, CFA's PNC Wealth Management Experience February 2014 - Present
Job Senior Investment Advisor, SVP at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management February 2014 - Present
PNC Institutional Investments January 2012 - January 2014
PNC Wealth Management May 2004 - January 2012
The Ayco Company, L.P., a Goldman Sachs Company September 2000 - May 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Asset Management, Banking, Investment Advisory, Investment Management, Mutual Funds, Securities, Investment Strategies, Equities, Financial Analysis
Education
Gustavus Adolphus College 1987 — 1991
Bachelor of Arts (BA), Economics
PNC Wealth Management February 2014 - Present
PNC Institutional Investments January 2012 - January 2014
PNC Wealth Management May 2004 - January 2012
The Ayco Company, L.P., a Goldman Sachs Company September 2000 - May 2004
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Asset Management, Banking, Investment Advisory, Investment Management, Mutual Funds, Securities, Investment Strategies, Equities, Financial Analysis
Education
Gustavus Adolphus College 1987 — 1991
Bachelor of Arts (BA), Economics
Doug Carpenter Doug Carpenter's PNC Wealth Management Experience June 2012 - April 2015
Job Regional Consultant at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC April 2015 - Present
PNC Wealth Management June 2012 - April 2015
Merrill Lynch 2011 - 2012
Bill Me Later, Inc. July 2010 - July 2011
Montagu Newhall Associates March 2010 - July 2010
mcgarrybowen June 2009 - August 2009
Skills
Account Management, Wealth Management, Event Planning, Investments, Financial Analysis, Hold Series 7, Series 63
Education
Hampden-Sydney College 2005 — 2009
Bachelor of Arts, Economics
St. Paul's School 1999 — 2005
ProShare Advisors LLC April 2015 - Present
PNC Wealth Management June 2012 - April 2015
Merrill Lynch 2011 - 2012
Bill Me Later, Inc. July 2010 - July 2011
Montagu Newhall Associates March 2010 - July 2010
mcgarrybowen June 2009 - August 2009
Skills
Account Management, Wealth Management, Event Planning, Investments, Financial Analysis, Hold Series 7, Series 63
Education
Hampden-Sydney College 2005 — 2009
Bachelor of Arts, Economics
St. Paul's School 1999 — 2005
Tony Galliani's PNC Wealth Management Experience February 2014 - Present
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2014 - Present
PNC Wealth Management March 2011 - February 2014
PNC Financial Services March 2008 - February 2011
Anvil Mortgage Corporation March 2004 - March 2008
Weichert Financial Services December 2002 - February 2004
Education
Georgetown University 2012 — 2013
Executive Certificate, Financial Planning
University of Maryland University College 2008 — 2010
MBA, Business Administration
University of Maryland College Park 1999 — 2002
BA, Business Management/Commercial Spanish
PNC Wealth Management February 2014 - Present
PNC Wealth Management March 2011 - February 2014
PNC Financial Services March 2008 - February 2011
Anvil Mortgage Corporation March 2004 - March 2008
Weichert Financial Services December 2002 - February 2004
Education
Georgetown University 2012 — 2013
Executive Certificate, Financial Planning
University of Maryland University College 2008 — 2010
MBA, Business Administration
University of Maryland College Park 1999 — 2002
BA, Business Management/Commercial Spanish
Ashley Dooley's PNC Wealth Management Experience June 2012 - July 2015
Job Fiduciary Wealth Advisors
Industry Events Services
Experience
Fiduciary Wealth Advisors July 2015 - Present
PNC Wealth Management June 2012 - July 2015
MoneyShow October 2010 - June 2012
Clockwork Home Services January 2005 - October 2009
Clockwork Home Services January 2005 - May 2006
Wedding and Receptions Magazine June 2003 - August 2003
WWSB News Channel 7 2002 - 2003
Skills
Excel, PowerPoint, Event Planning, Microsoft Office, Word, Outlook, Market Planning, Access, Microsoft Works, Adobe Photodeluxe, Customer Relations, Promotions, Customer Service, Trade Shows, Event Management, Public Relations, Budgeting, Social Media, Conferences, Photoshop, Fundraising, Scheduling, Adobe Acrobat, Newsletters, Marketing Communications, Contract Negotiation, Events, Team Building, Sales, Management, Leadership, Microsoft Word, Microsoft Excel, Budgets, Process Scheduler, Training
Education
Florida State University 2000 — 2004
Bachelor of Science, Marketing
Real Estate License in State of Florida
Fiduciary Wealth Advisors July 2015 - Present
PNC Wealth Management June 2012 - July 2015
MoneyShow October 2010 - June 2012
Clockwork Home Services January 2005 - October 2009
Clockwork Home Services January 2005 - May 2006
Wedding and Receptions Magazine June 2003 - August 2003
WWSB News Channel 7 2002 - 2003
Skills
Excel, PowerPoint, Event Planning, Microsoft Office, Word, Outlook, Market Planning, Access, Microsoft Works, Adobe Photodeluxe, Customer Relations, Promotions, Customer Service, Trade Shows, Event Management, Public Relations, Budgeting, Social Media, Conferences, Photoshop, Fundraising, Scheduling, Adobe Acrobat, Newsletters, Marketing Communications, Contract Negotiation, Events, Team Building, Sales, Management, Leadership, Microsoft Word, Microsoft Excel, Budgets, Process Scheduler, Training
Education
Florida State University 2000 — 2004
Bachelor of Science, Marketing
Real Estate License in State of Florida
Robert J Rees Robert J Rees's PNC Wealth Management Experience November 1987 - August 2010
Job Investment Advisor & Consultant
Industry Investment Management
Experience
Independent 2012 - Present
Fifth Third Private Bank March 2011 - August 2012
PNC Wealth Management November 1987 - August 2010
Kidder Peabody January 1984 - November 1987
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Series 7, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Investment Strategies, Securities, Equities, Credit, Banking, Fixed Income, Series 63, Asset Management, Bonds, Financial Analysis, Wealth, Hedge Funds, Private Equity, ETFs, Private Banking
Education
John Carroll University 1974 — 1978
Bachelor of Science, Business Administration
John Carroll University 1974 — 1978
Bachelor's degree in Business Administration, Finance and Financial Management Services
Independent 2012 - Present
Fifth Third Private Bank March 2011 - August 2012
PNC Wealth Management November 1987 - August 2010
Kidder Peabody January 1984 - November 1987
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Alternative Investments, Series 7, Investment Management, Wealth Management..., Estate Planning, High Net Worth..., Investment Strategies, Securities, Equities, Credit, Banking, Fixed Income, Series 63, Asset Management, Bonds, Financial Analysis, Wealth, Hedge Funds, Private Equity, ETFs, Private Banking
Education
John Carroll University 1974 — 1978
Bachelor of Science, Business Administration
John Carroll University 1974 — 1978
Bachelor's degree in Business Administration, Finance and Financial Management Services
Farnaz Ansari Berna's PNC Wealth Management Experience February 2013 - Present
Job Vice PresidentProfessional Partner Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management February 2013 - Present
PNC Wealth Management February 2011 - Present
PNC Financial Services June 2008 - February 2011
FirstMerit Bank November 2007 - June 2008
FirstMerit Bank Private Client Services May 2005 - June 2007
Skills
Banking, Wealth Management, Small Business Lending, Financial Services, Finance, Management, Wealth, Credit, Small Business, Portfolio Management, Loans, Commercial Banking, Investments, Commercial Lending, Credit Analysis, Mortgage Lending
Education
Kent State University 2000 — 2004
BSA, Business Adminstration and Marketing
PNC Wealth Management February 2013 - Present
PNC Wealth Management February 2011 - Present
PNC Financial Services June 2008 - February 2011
FirstMerit Bank November 2007 - June 2008
FirstMerit Bank Private Client Services May 2005 - June 2007
Skills
Banking, Wealth Management, Small Business Lending, Financial Services, Finance, Management, Wealth, Credit, Small Business, Portfolio Management, Loans, Commercial Banking, Investments, Commercial Lending, Credit Analysis, Mortgage Lending
Education
Kent State University 2000 — 2004
BSA, Business Adminstration and Marketing
Matthew Aquilia's PNC Wealth Management Experience February 2012 - February 2015
Job Relationship Manager at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors April 2015 - Present
PNC Wealth Management February 2012 - February 2015
PNC Wealth Management July 2002 - February 2012
Ernst & Young July 1995 - July 2002
Waltco 1993 - 1994
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Tax, Asset Management, High Net Worth..., Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Trust Services, Estate Planning
Education
University of Denver 1994 — 1995
Master of Taxation, Taxation
Kent State University 1990 — 1994
B.B.A., Accounting
Legacy Financial Advisors April 2015 - Present
PNC Wealth Management February 2012 - February 2015
PNC Wealth Management July 2002 - February 2012
Ernst & Young July 1995 - July 2002
Waltco 1993 - 1994
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Financial Planning, Tax, Asset Management, High Net Worth..., Wealth Management..., Asset Allocation, Retirement Planning, Strategic Financial..., Trust Services, Estate Planning
Education
University of Denver 1994 — 1995
Master of Taxation, Taxation
Kent State University 1990 — 1994
B.B.A., Accounting
Gary Windmiller's PNC Wealth Management Experience May 2010 - Present
Job Vice President, Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2010 - Present
JPMorgan Chase April 1982 - April 2010
Skills
Asset Managment, Portfolio Management, Wealth Management, Asset Management, Loans, Banking, Retirement Planning, Mutual Funds, Credit, Strategic Financial..., Investments, Securities, Investment Advisory, Financial Analysis, Finance, Financial Planning, Risk Management
Education
Indiana University Bloomington 1973 — 1976
BS, Business
University of Saint Francis
MBA
PNC Wealth Management May 2010 - Present
JPMorgan Chase April 1982 - April 2010
Skills
Asset Managment, Portfolio Management, Wealth Management, Asset Management, Loans, Banking, Retirement Planning, Mutual Funds, Credit, Strategic Financial..., Investments, Securities, Investment Advisory, Financial Analysis, Finance, Financial Planning, Risk Management
Education
Indiana University Bloomington 1973 — 1976
BS, Business
University of Saint Francis
MBA
Frank Aloi, CFA Frank Aloi, CFA's PNC Wealth Management Experience March 1997 - March 2008
Job Senior Investment Advisor at Hawthorn (PNC)
Industry Investment Management
Experience
Hawthorn April 2008 - Present
PNC Wealth Management March 1997 - March 2008
PNC December 1995 - March 1997
PNC July 1994 - December 1995
PNC Financial Services Group May 1990 - July 1994
Skills
Investments, Asset Management, Investment Policy, Equities, Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Investment Strategies, Series 7, Wealth Management..., Investment Advisory, Securities, Strategic Financial..., Credit, Equity Research, Banking, Financial Analysis, Fixed Income, Mutual Funds, Hedge Funds, Retirement Planning, ETFs, High Net Worth..., Bloomberg, Series 63, Bonds, Private Banking, Derivatives, Structured Products, Estate Planning, Uniform Combined State..., Fund Of Funds, Options, Capital Markets, Financial Markets, Wealth, Separately Managed..., Equity Valuation, Portfolio Optimization, Financial Services, Trust Services, 401k, Equity Derivatives, Fixed Income Analysis, Bloomberg Terminal, Hedging, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1994
MBA, Finance
Indiana University of Pennsylvania 1986 — 1990
Bachelor's degree, Applied Mathematics
Hawthorn April 2008 - Present
PNC Wealth Management March 1997 - March 2008
PNC December 1995 - March 1997
PNC July 1994 - December 1995
PNC Financial Services Group May 1990 - July 1994
Skills
Investments, Asset Management, Investment Policy, Equities, Asset Allocation, Wealth Management, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Investment Strategies, Series 7, Wealth Management..., Investment Advisory, Securities, Strategic Financial..., Credit, Equity Research, Banking, Financial Analysis, Fixed Income, Mutual Funds, Hedge Funds, Retirement Planning, ETFs, High Net Worth..., Bloomberg, Series 63, Bonds, Private Banking, Derivatives, Structured Products, Estate Planning, Uniform Combined State..., Fund Of Funds, Options, Capital Markets, Financial Markets, Wealth, Separately Managed..., Equity Valuation, Portfolio Optimization, Financial Services, Trust Services, 401k, Equity Derivatives, Fixed Income Analysis, Bloomberg Terminal, Hedging, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1994
MBA, Finance
Indiana University of Pennsylvania 1986 — 1990
Bachelor's degree, Applied Mathematics
Bindu Rastogi Bindu Rastogi's PNC Wealth Management Experience May 2012 - Present
Job Vice President, Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2012 - Present
FIRST KENTUCKY TRUST COMPANY January 2009 - April 2012
HILLIARD LYONS TRUST COMPANY, LLC January 1999 - January 2008
Hilliard Lyons 1999 - 2008
Bank One 1996 - 1999
Bank One January 1995 - January 1996
Huntington National Bank January 1994 - January 1995
Skills
Trusts, Wealth Management..., Tax, Estate Administration, Wealth, Investment Strategies, Investment Management, Teamwork, High Net Worth...
Education
Xavier University 2009 — 2011
Masters, Business Administration, Finance
Cannon Trust School 1999 — 2001
CTFA, trust, financial advisor
Institute of Certified Bankers 1998 — 2001
Bachelor of Commerce
Jai Hind College 1984 — 1988
BCom, Finance
PNC Wealth Management May 2012 - Present
FIRST KENTUCKY TRUST COMPANY January 2009 - April 2012
HILLIARD LYONS TRUST COMPANY, LLC January 1999 - January 2008
Hilliard Lyons 1999 - 2008
Bank One 1996 - 1999
Bank One January 1995 - January 1996
Huntington National Bank January 1994 - January 1995
Skills
Trusts, Wealth Management..., Tax, Estate Administration, Wealth, Investment Strategies, Investment Management, Teamwork, High Net Worth...
Education
Xavier University 2009 — 2011
Masters, Business Administration, Finance
Cannon Trust School 1999 — 2001
CTFA, trust, financial advisor
Institute of Certified Bankers 1998 — 2001
Bachelor of Commerce
Jai Hind College 1984 — 1988
BCom, Finance
James Hetherington James Hetherington's PNC Wealth Management Experience April 2013 - April 2014
Job Partner at Etho Capital, LLC
Industry Financial Services
Experience
PNC Wealth Management April 2013 - April 2014
PNC Wealth Management September 2008 - April 2013
Skills
Wealth Management, Estate Planning, Asset Management, Securities, Investments, Retirement Planning, Portfolio Management, Banking, Mutual Funds, Risk Management, Asset Allocation, Financial Analysis
Education
Lewis & Clark Law School 2004 — 2007
J.D., Law
Middlebury College 1996 — 2000
B.A., English
PNC Wealth Management April 2013 - April 2014
PNC Wealth Management September 2008 - April 2013
Skills
Wealth Management, Estate Planning, Asset Management, Securities, Investments, Retirement Planning, Portfolio Management, Banking, Mutual Funds, Risk Management, Asset Allocation, Financial Analysis
Education
Lewis & Clark Law School 2004 — 2007
J.D., Law
Middlebury College 1996 — 2000
B.A., English
Julia Morwick's PNC Wealth Management Experience June 2002 - Present
Job VP, Banking Advisor
Industry Financial Services
Experience
PNC Wealth Management June 2002 - Present
Education
Indiana Wesleyan University
PNC Wealth Management June 2002 - Present
Education
Indiana Wesleyan University
Cynthia Fermin's PNC Wealth Management Experience September 2013 - Present
Job Vice President at PNC Wealth Management Asset Management Group
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
PNC Bank September 2009 - September 2013
Wachovia- Wells Fargo November 2008 - September 2009
Washington Mutual - JP Morgan Chase February 2004 - October 2008
Skills
Banking, Credit, Loans, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Consumer Lending, Financial Services, Wealth Management, Risk Management, Mortgage Lending, Cross Selling, Cash Management, Sales, Credit Cards, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Leadership
Education
Georgetown University 2014 — 2015
Executive Certificate, Financial Planning
AMA University 2000 — 2002
Bachelor of Science (B.S.), Computer Science
University of the City of Manila (PLM) 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
PNC Wealth Management September 2013 - Present
PNC Bank September 2009 - September 2013
Wachovia- Wells Fargo November 2008 - September 2009
Washington Mutual - JP Morgan Chase February 2004 - October 2008
Skills
Banking, Credit, Loans, Credit Analysis, Small Business Lending, Retail Banking, Relationship Management, Consumer Lending, Financial Services, Wealth Management, Risk Management, Mortgage Lending, Cross Selling, Cash Management, Sales, Credit Cards, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Leadership
Education
Georgetown University 2014 — 2015
Executive Certificate, Financial Planning
AMA University 2000 — 2002
Bachelor of Science (B.S.), Computer Science
University of the City of Manila (PLM) 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
William Gonzalez, CFA William Gonzalez, CFA's PNC Wealth Management Experience July 2013 - Present
Job Senior Portfolio Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2013 - Present
Keel Point October 2008 - July 2013
London & Capital August 2007 - September 2008
Schott Group Investment Consulting June 2006 - July 2007
Everest Capital April 2001 - August 2004
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
James Madison University 1995 — 1997
Economics
Georgia Institute of Technology 1992 — 1995
Economics
Miami Sunset Senior High 1989 — 1992
PNC Wealth Management July 2013 - Present
Keel Point October 2008 - July 2013
London & Capital August 2007 - September 2008
Schott Group Investment Consulting June 2006 - July 2007
Everest Capital April 2001 - August 2004
Skills
Investments, Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2008
James Madison University 1995 — 1997
Economics
Georgia Institute of Technology 1992 — 1995
Economics
Miami Sunset Senior High 1989 — 1992
Terrance Lovelady's PNC Wealth Management Experience October 2012 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2012 - Present
PNC Wealth Management August 2011 - Present
Knocking Off Wall Street, Inc. June 2008 - July 2012
JPMorgan Chase December 2009 - August 2011
AXA Advisors October 2008 - June 2009
Bridgeway Capital Management, Inc June 2008 - August 2008
Goldman, Sachs & Co. June 2007 - August 2007
Skills
Series 7, Bloomberg Terminal, Series 63, Microsoft Excel, Sales, Microsoft Word, Non-profits, Equities, Bloomberg, Investments, Fixed Income, Asset Allocation, series 66, Finance
Education
Hampton University 2004 — 2008
BS, Finance
PNC Wealth Management October 2012 - Present
PNC Wealth Management August 2011 - Present
Knocking Off Wall Street, Inc. June 2008 - July 2012
JPMorgan Chase December 2009 - August 2011
AXA Advisors October 2008 - June 2009
Bridgeway Capital Management, Inc June 2008 - August 2008
Goldman, Sachs & Co. June 2007 - August 2007
Skills
Series 7, Bloomberg Terminal, Series 63, Microsoft Excel, Sales, Microsoft Word, Non-profits, Equities, Bloomberg, Investments, Fixed Income, Asset Allocation, series 66, Finance
Education
Hampton University 2004 — 2008
BS, Finance
Stephen R. Day, CEBS's PNC Wealth Management Experience December 2012 - Present
Job Investment Advisor PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management December 2012 - Present
Deutsche Asset Management April 2007 - June 2012
INVESCO Asset Management April 1992 - March 2007
Skills
Customer Service, Microsoft Office, Teamwork, Management, Financial Analysis, Marketing Communications, Strategic Planning, Investments, Sales Management, Research, Social Media, Event Planning, Public Speaking, Bloomberg, Analysis, Equities, Bonds, ETFs, Asset Management, Trading, Investment Strategies, Alternative Investments, Wealth Management, Hedge Funds, Financial Modeling, Valuation, Emerging Markets, Investment Management, Currency, Financial Markets, Derivatives, Securities, Investment Banking, Mutual Funds, Credit Derivatives, Finance, Quantitative Analytics, Institutional..., Asset Allocation
Education
Indiana University - Kelley School of Business 1981 — 1985
Bachelor of Science (B.S.), Quantitative Business Analysis, (Management Information Systems)
PNC Wealth Management December 2012 - Present
Deutsche Asset Management April 2007 - June 2012
INVESCO Asset Management April 1992 - March 2007
Skills
Customer Service, Microsoft Office, Teamwork, Management, Financial Analysis, Marketing Communications, Strategic Planning, Investments, Sales Management, Research, Social Media, Event Planning, Public Speaking, Bloomberg, Analysis, Equities, Bonds, ETFs, Asset Management, Trading, Investment Strategies, Alternative Investments, Wealth Management, Hedge Funds, Financial Modeling, Valuation, Emerging Markets, Investment Management, Currency, Financial Markets, Derivatives, Securities, Investment Banking, Mutual Funds, Credit Derivatives, Finance, Quantitative Analytics, Institutional..., Asset Allocation
Education
Indiana University - Kelley School of Business 1981 — 1985
Bachelor of Science (B.S.), Quantitative Business Analysis, (Management Information Systems)
Laurie Beth Baird's PNC Wealth Management Experience August 2013 - Present
Job AVP, Wealth Planning Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2013 - Present
Internal Revenue Service - Office of the Chief Counsel May 2012 - August 2012
Buckman & Farris, PSC May 2011 - December 2011
Skills
LexisNexis, Westlaw, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Tax Law, Mediation, Commercial Litigation, Legal Writing, Nonprofits, Legal Advice, Courts, Strategic Financial..., Litigation, Trials, Tax, Estate Planning, Corporate Law, Estate Administration, Legal Research, Legal Issues, Bankruptcy
Education
University of Louisville Brandeis School of Law 2010 — 2013
Doctor of Law (J.D.)
Indiana University-Southeast 2003 — 2006
Bachelor of Applied Science (BASc), Secondary Education and Teaching - English
PNC Wealth Management August 2013 - Present
Internal Revenue Service - Office of the Chief Counsel May 2012 - August 2012
Buckman & Farris, PSC May 2011 - December 2011
Skills
LexisNexis, Westlaw, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Tax Law, Mediation, Commercial Litigation, Legal Writing, Nonprofits, Legal Advice, Courts, Strategic Financial..., Litigation, Trials, Tax, Estate Planning, Corporate Law, Estate Administration, Legal Research, Legal Issues, Bankruptcy
Education
University of Louisville Brandeis School of Law 2010 — 2013
Doctor of Law (J.D.)
Indiana University-Southeast 2003 — 2006
Bachelor of Applied Science (BASc), Secondary Education and Teaching - English
Brian Honohan, CISP Brian Honohan, CISP's PNC Wealth Management Experience January 2014 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2014 - Present
PNC Wealth Management July 2012 - January 2014
PNC Bank November 2008 - June 2012
Advanced Financial and Estate Planning November 2007 - November 2008
Equity Trust Company January 2005 - November 2007
Skills
Retirement Planning, IRAs, Wealth Management, Roth IRA, Self Directed IRA, CISP, Certified IRA...
Education
John Carroll University 1986 — 1990
Bachelor of Arts (B.A.)
St. Ignatius High School 1982 — 1986
PNC Wealth Management January 2014 - Present
PNC Wealth Management July 2012 - January 2014
PNC Bank November 2008 - June 2012
Advanced Financial and Estate Planning November 2007 - November 2008
Equity Trust Company January 2005 - November 2007
Skills
Retirement Planning, IRAs, Wealth Management, Roth IRA, Self Directed IRA, CISP, Certified IRA...
Education
John Carroll University 1986 — 1990
Bachelor of Arts (B.A.)
St. Ignatius High School 1982 — 1986
Daniel Teed Daniel Teed's PNC Wealth Management Experience 2001 - 2003
Job President at Wedgewood Investors
Industry Financial Services
Experience
Wedgewood Investors March 2008 - Present
BNY Mellon 2003 - 2008
PNC Wealth Management 2001 - 2003
Credit Suisse First Boston 1997 - 2001
Associated Trading Professionals 1993 - 1997
Industrial Bank of Japan/Aubrey Lanston 1991 - 1993
Discount Corporation of New York Futures 1988 - 1991
Skills
Investments, Fixed Income, Bloomberg, Equities, Portfolio Management, Hedge Funds, Financial Markets, Options, Wealth Management
Education
Gannon University 1984 — 1988
BS, Economics
Obirin Daigaku
International Business
Wedgewood Investors March 2008 - Present
BNY Mellon 2003 - 2008
PNC Wealth Management 2001 - 2003
Credit Suisse First Boston 1997 - 2001
Associated Trading Professionals 1993 - 1997
Industrial Bank of Japan/Aubrey Lanston 1991 - 1993
Discount Corporation of New York Futures 1988 - 1991
Skills
Investments, Fixed Income, Bloomberg, Equities, Portfolio Management, Hedge Funds, Financial Markets, Options, Wealth Management
Education
Gannon University 1984 — 1988
BS, Economics
Obirin Daigaku
International Business
Louis Lemos, CFA's PNC Wealth Management Experience 2006 - 2009
Job Director of Portfolio Management
Industry Investment Management
Experience
Indiana University Southeast January 2012 - Present
First Kentucky Trust March 2009 - Present
CFA Society of Louisville August 2010 - August 2012
PNC Wealth Management 2006 - 2009
Variant Research 2004 - 2006
Invesco/National Asset Management 2000 - 2004
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Equities, Asset Managment, Investments, Alternative Investments, Investment Management, Investment Advisory, Fixed Income, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Securities, Valuation, Financial Modeling, Strategic Financial..., Bloomberg, Equity Research, Estate Planning, Asset Management, Financial Planning
Education
Loyola University Chicago School of Law 2013 — 2015
Master’s Degree, Business Law
Murray State University 1997 — 1999
MBA, Economics/Finance
Kent State University 1989 — 1993
BBA, Finance
Indiana University Southeast January 2012 - Present
First Kentucky Trust March 2009 - Present
CFA Society of Louisville August 2010 - August 2012
PNC Wealth Management 2006 - 2009
Variant Research 2004 - 2006
Invesco/National Asset Management 2000 - 2004
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Equities, Asset Managment, Investments, Alternative Investments, Investment Management, Investment Advisory, Fixed Income, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Securities, Valuation, Financial Modeling, Strategic Financial..., Bloomberg, Equity Research, Estate Planning, Asset Management, Financial Planning
Education
Loyola University Chicago School of Law 2013 — 2015
Master’s Degree, Business Law
Murray State University 1997 — 1999
MBA, Economics/Finance
Kent State University 1989 — 1993
BBA, Finance
Otis Ellis Otis Ellis's PNC Wealth Management Experience September 2014 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2014 - Present
KeyCorp May 2011 - September 2014
Morgan Stanley Smith Barney January 2009 - August 2009
Morgan Stanley Smith Barney February 2006 - December 2008
Morgan Stanley Smith Barney August 2004 - January 2006
Skills
Strategic Planning, Leadership, New Business Development, Management, Sales, Creative Problem Solving, Sales Management, Result Oriented, Marketing Strategy, Sales Excellence, Results Focused
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Executive MBA, Business Administration and Management, General, 3.875
Lafayette College 1985 — 1989
BA, Economics & Business
PNC Wealth Management September 2014 - Present
KeyCorp May 2011 - September 2014
Morgan Stanley Smith Barney January 2009 - August 2009
Morgan Stanley Smith Barney February 2006 - December 2008
Morgan Stanley Smith Barney August 2004 - January 2006
Skills
Strategic Planning, Leadership, New Business Development, Management, Sales, Creative Problem Solving, Sales Management, Result Oriented, Marketing Strategy, Sales Excellence, Results Focused
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Executive MBA, Business Administration and Management, General, 3.875
Lafayette College 1985 — 1989
BA, Economics & Business
Joseph Halpin Joseph Halpin's PNC Wealth Management Experience 2009 - Present
Job at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1986 - 2006
Mellon Bank 1983 - 1986
Education
La Salle University
B.S., Finance
La Salle University
MBA, Finance
PNC Wealth Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1986 - 2006
Mellon Bank 1983 - 1986
Education
La Salle University
B.S., Finance
La Salle University
MBA, Finance
Angela Dermott Angela Dermott's PNC Wealth Management Experience January 2012 - November 2013
Job Channel Developement Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2012 - November 2013
PNC Bank April 2010 - January 2012
Charter One Bank September 2004 - July 2009
Mind and Body Fitness October 2003 - August 2004
Sport Pharma December 2001 - January 2003
Skills
Training, Loans, CRM, Sales, Consumer Lending, Selling, Sales Management, New Business Development, Customer Service, Retail Banking, Banking, Business Development, Leadership, Small Business Lending
Education
Kent State University
BA, Business Marketing
North Royalton High School
PNC Wealth Management January 2012 - November 2013
PNC Bank April 2010 - January 2012
Charter One Bank September 2004 - July 2009
Mind and Body Fitness October 2003 - August 2004
Sport Pharma December 2001 - January 2003
Skills
Training, Loans, CRM, Sales, Consumer Lending, Selling, Sales Management, New Business Development, Customer Service, Retail Banking, Banking, Business Development, Leadership, Small Business Lending
Education
Kent State University
BA, Business Marketing
North Royalton High School
Sarah Wartschlager's PNC Wealth Management Experience August 2013 - Present
Job Account Services Team, PNC Wealth Management
Industry Financial Services
Experience
Jump In, LLC dba Headliners Music Hall / Production Simple Concerts & Events June 2015 - Present
PNC Wealth Management August 2013 - Present
Festival Cuisine and Spirits July 2010 - Present
Kentucky Financial Group, Inc. November 2011 - August 2013
Private Client Services, LLC/Kentucky Financial Group November 2011 - August 2013
Advantage Tennis and Fitness September 2009 - April 2012
Shenanigan's Irish Pub November 2003 - January 2011
Jefferson Audio Video Systems, Inc. November 2008 - July 2010
Skills
Strategic Planning, Microsoft Office, Customer Service, Team Leadership, Project Management, Process Scheduler, Sales, Account Management, Troubleshooting
Education
St. Catharine College 2001 — 2003
Education
Manual High School 1998 — 2001
Indiana University-Southeast
Jump In, LLC dba Headliners Music Hall / Production Simple Concerts & Events June 2015 - Present
PNC Wealth Management August 2013 - Present
Festival Cuisine and Spirits July 2010 - Present
Kentucky Financial Group, Inc. November 2011 - August 2013
Private Client Services, LLC/Kentucky Financial Group November 2011 - August 2013
Advantage Tennis and Fitness September 2009 - April 2012
Shenanigan's Irish Pub November 2003 - January 2011
Jefferson Audio Video Systems, Inc. November 2008 - July 2010
Skills
Strategic Planning, Microsoft Office, Customer Service, Team Leadership, Project Management, Process Scheduler, Sales, Account Management, Troubleshooting
Education
St. Catharine College 2001 — 2003
Education
Manual High School 1998 — 2001
Indiana University-Southeast
Brian Burton's PNC Wealth Management Experience August 2011 - April 2015
Job Director of Portfolio Strategy / Financial Advocate at Ballast, Inc.
Industry Financial Services
Experience
Ballast, Inc. April 2015 - Present
PNC Wealth Management August 2011 - April 2015
BB&T Wealth Management October 2004 - August 2011
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, High Net Worth..., Wealth Management..., Mutual Funds, Estate Planning, Investments, Investment Management, Portfolio Management, Strategic Financial..., Wealth, Asset Management, Securities, Loans, Alternative Investments, Financial Planning, Series 63, Mortgage Lending, Credit, Banking
Education
Georgetown College 1999 — 2004
Bachelor's degree, Finance
Ballast, Inc. April 2015 - Present
PNC Wealth Management August 2011 - April 2015
BB&T Wealth Management October 2004 - August 2011
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, High Net Worth..., Wealth Management..., Mutual Funds, Estate Planning, Investments, Investment Management, Portfolio Management, Strategic Financial..., Wealth, Asset Management, Securities, Loans, Alternative Investments, Financial Planning, Series 63, Mortgage Lending, Credit, Banking
Education
Georgetown College 1999 — 2004
Bachelor's degree, Finance
Wesley Vanderwilk's PNC Wealth Management Experience May 2013 - March 2014
Job Campus Pastor
Industry Religious Institutions
Experience
Thornapple Valley Church September 2015 - Present
PNC Wealth Management May 2013 - March 2014
Fifth Third Bank March 2007 - April 2013
Fifth Third Bank September 2004 - March 2007
Swoboda Inc March 2000 - September 2004
Skills
Customer Service, Banking, Financial Analysis, Wealth Management, Financial Services, Private Banking, Credit, Credit Risk, Consumer Lending, Relationship Management, Mortgage Lending, Loans, Strategic Financial..., Investment Advisory, Credit Analysis, Investments, Mutual Funds, Asset Allocation, Risk Management, Treasury Management, Commercial Lending, Commercial Banking, Management, Cross Selling, Portfolio Management, Retirement Planning, Financial Planning
Education
Grand Valley State University 1991 — 1995
Bachelor's degree, Mathematics and Statistics
Thornapple Valley Church September 2015 - Present
PNC Wealth Management May 2013 - March 2014
Fifth Third Bank March 2007 - April 2013
Fifth Third Bank September 2004 - March 2007
Swoboda Inc March 2000 - September 2004
Skills
Customer Service, Banking, Financial Analysis, Wealth Management, Financial Services, Private Banking, Credit, Credit Risk, Consumer Lending, Relationship Management, Mortgage Lending, Loans, Strategic Financial..., Investment Advisory, Credit Analysis, Investments, Mutual Funds, Asset Allocation, Risk Management, Treasury Management, Commercial Lending, Commercial Banking, Management, Cross Selling, Portfolio Management, Retirement Planning, Financial Planning
Education
Grand Valley State University 1991 — 1995
Bachelor's degree, Mathematics and Statistics
Scott Byrom's PNC Wealth Management Experience July 2008 - August 2012
Job Software Engineer at PNC
Industry Information Technology and Services
Experience
PNC Retail - SAS Administrator June 2014 - Present
PNC Investments July 2012 - June 2014
PNC Wealth Management July 2008 - August 2012
PNC Bank August 2006 - July 2008
True Commerce August 2005 - July 2006
Verizon Wireless August 2004 - August 2005
Skills
SAS, SAS Base, SAS E-Miner, Informatica, ETL, Power Exchange, Systems Analysis, Harvest, Business Analysis, Software Engineering, Mainframe, Oracle, SharePoint, SQL, Databases, Web Services, Visio, Microsoft Excel, Requirements Analysis, FTP, Unix, Help Desk Support, Microsoft Technologies, Microsoft SQL Server, Disaster Recovery, Software Development, Toad, Lotus Notes, Data Analysis, Troubleshooting, Testing, Windows, Software Quality..., EDI, Analysis, HTML, Web Applications
Education
Indiana University of Pennsylvania 1999 — 2004
BS, IT
PNC Retail - SAS Administrator June 2014 - Present
PNC Investments July 2012 - June 2014
PNC Wealth Management July 2008 - August 2012
PNC Bank August 2006 - July 2008
True Commerce August 2005 - July 2006
Verizon Wireless August 2004 - August 2005
Skills
SAS, SAS Base, SAS E-Miner, Informatica, ETL, Power Exchange, Systems Analysis, Harvest, Business Analysis, Software Engineering, Mainframe, Oracle, SharePoint, SQL, Databases, Web Services, Visio, Microsoft Excel, Requirements Analysis, FTP, Unix, Help Desk Support, Microsoft Technologies, Microsoft SQL Server, Disaster Recovery, Software Development, Toad, Lotus Notes, Data Analysis, Troubleshooting, Testing, Windows, Software Quality..., EDI, Analysis, HTML, Web Applications
Education
Indiana University of Pennsylvania 1999 — 2004
BS, IT
Mary Rossiter Mary Rossiter's PNC Wealth Management Experience July 2013 - Present
Job Audit Associate
Industry Accounting
Experience
Philadelphia Area Realty March 2015 - Present
Grant Thornton LLP January 2015 - Present
PNC Wealth Management July 2013 - Present
TruMark Financial Credit Union November 2009 - July 2013
Discovery Daycare June 2004 - November 2009
Skills
Banking, Loans
Education
Saint Joseph's University 2013 — 2014
Post Bachelors Accounting Certification, Accounting
Holy Family University 2007 — 2011
Bachelor's, Management/Marketing
Philadelphia Area Realty March 2015 - Present
Grant Thornton LLP January 2015 - Present
PNC Wealth Management July 2013 - Present
TruMark Financial Credit Union November 2009 - July 2013
Discovery Daycare June 2004 - November 2009
Skills
Banking, Loans
Education
Saint Joseph's University 2013 — 2014
Post Bachelors Accounting Certification, Accounting
Holy Family University 2007 — 2011
Bachelor's, Management/Marketing
Leigh Ann Rotz Leigh Ann Rotz's PNC Wealth Management Experience July 2015 - Present
Job Relationship Manager, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2015 - Present
PNC Wealth Management August 2013 - July 2015
Hatteras Funds June 2010 - August 2013
Bank of America September 2008 - April 2009
US Trust, Bank of America Private Wealth Management August 2001 - August 2008
Skills
Series 7, Series 66, Series 63
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business
PNC Wealth Management July 2015 - Present
PNC Wealth Management August 2013 - July 2015
Hatteras Funds June 2010 - August 2013
Bank of America September 2008 - April 2009
US Trust, Bank of America Private Wealth Management August 2001 - August 2008
Skills
Series 7, Series 66, Series 63
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business
Mathew Uber's PNC Wealth Management Experience October 2013 - Present
Job Trust Administrative Representative II at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management October 2013 - Present
Victory Capital Management August 2009 - October 2013
KeyBank May 2007 - August 2009
National City Bank February 2006 - May 2007
Skills
Mutual Funds, Product Management, Corporate Governance, Equities, Asset Management, Investments, Fixed Income, Investment Management, Investment Strategies, Series 63, Securities, Investment Advisory, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Human Resources Management and Services
Ohio University 1996 — 1999
BA, Marketing
PNC Wealth Management October 2013 - Present
Victory Capital Management August 2009 - October 2013
KeyBank May 2007 - August 2009
National City Bank February 2006 - May 2007
Skills
Mutual Funds, Product Management, Corporate Governance, Equities, Asset Management, Investments, Fixed Income, Investment Management, Investment Strategies, Series 63, Securities, Investment Advisory, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Human Resources Management and Services
Ohio University 1996 — 1999
BA, Marketing
Edward Ketchaver Edward Ketchaver's PNC Wealth Management Experience September 2015 - Present
Job Assistant Vice President, Relationship Manager PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2015 - Present
Hospitality Restaurants January 2015 - September 2015
Hospitality Restaurants April 2014 - January 2015
Hospitality Restaurants August 2013 - April 2014
PNC February 2011 - July 2013
PNC October 2009 - February 2011
PNC May 2007 - October 2009
PNC January 2006 - May 2007
Education
John Carroll University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Kendall College 2010 — 2011
Culinary Arts
Northwestern University School of Continuing Studies 2009 — 2010
Certified Financial Planner Coursework
PNC Wealth Management September 2015 - Present
Hospitality Restaurants January 2015 - September 2015
Hospitality Restaurants April 2014 - January 2015
Hospitality Restaurants August 2013 - April 2014
PNC February 2011 - July 2013
PNC October 2009 - February 2011
PNC May 2007 - October 2009
PNC January 2006 - May 2007
Education
John Carroll University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Kendall College 2010 — 2011
Culinary Arts
Northwestern University School of Continuing Studies 2009 — 2010
Certified Financial Planner Coursework
Susan Hunter-Vazinski Susan Hunter-Vazinski's PNC Wealth Management Experience September 2007 - May 2014
Job Marketing Director
Industry Marketing and Advertising
Experience
Precision Metalforming Association May 2014 - Present
PNC Wealth Management September 2007 - May 2014
Great Lakes Publishing March 2005 - September 2007
Fifth Third Bank May 2004 - March 2005
Hunter Consulting June 2000 - April 2004
Skills
Event Planning, Media Relations, Magazines, Marketing Communications, Public Relations, Marketing, Fundraising, Event Management, Press Releases, Strategy, Strategic Planning, Management, Nonprofits, Sales, Sponsorship
Education
John Carroll University 1991 — 1995
Bachelor of Arts, English, Communications
Central Catholic High School
Precision Metalforming Association May 2014 - Present
PNC Wealth Management September 2007 - May 2014
Great Lakes Publishing March 2005 - September 2007
Fifth Third Bank May 2004 - March 2005
Hunter Consulting June 2000 - April 2004
Skills
Event Planning, Media Relations, Magazines, Marketing Communications, Public Relations, Marketing, Fundraising, Event Management, Press Releases, Strategy, Strategic Planning, Management, Nonprofits, Sales, Sponsorship
Education
John Carroll University 1991 — 1995
Bachelor of Arts, English, Communications
Central Catholic High School
Elise Hill Elise Hill's PNC Wealth Management Experience June 2013 - Present
Job Sales & Service Coordinator at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2013 - Present
PNC March 2010 - June 2013
The Buckle June 2009 - February 2010
The JDK Group 2004 - 2008
Skills
Sales Management, Sales, Visual Merchandising, Team Building, Coordinating Events, Leadership, Account Management, Customer Service, Customer Acquisition, Marketing, Merchandising, Sales Process, Microsoft Word, Recruiting, PowerPoint, Cold Calling
Education
Indiana University of PA 2004 — 2009
Bachelor of Science (BS), Marketing
PNC Wealth Management June 2013 - Present
PNC March 2010 - June 2013
The Buckle June 2009 - February 2010
The JDK Group 2004 - 2008
Skills
Sales Management, Sales, Visual Merchandising, Team Building, Coordinating Events, Leadership, Account Management, Customer Service, Customer Acquisition, Marketing, Merchandising, Sales Process, Microsoft Word, Recruiting, PowerPoint, Cold Calling
Education
Indiana University of PA 2004 — 2009
Bachelor of Science (BS), Marketing
Thomas Miller, CFP® Thomas Miller, CFP®'s PNC Wealth Management Experience May 2014 - Present
Job Vice President, Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2014 - Present
Self Employed April 2014 - April 2014
uFinancial Group June 2011 - January 2014
Northwestern Mutual Financial Network June 2008 - June 2011
Northwestern Mutual June 2006 - May 2008
Franklin & Marshall College September 2004 - June 2006
Education
Franklin & Marshall College 2004 — 2008
B.A., Business, Organizations, and Society
PNC Wealth Management May 2014 - Present
Self Employed April 2014 - April 2014
uFinancial Group June 2011 - January 2014
Northwestern Mutual Financial Network June 2008 - June 2011
Northwestern Mutual June 2006 - May 2008
Franklin & Marshall College September 2004 - June 2006
Education
Franklin & Marshall College 2004 — 2008
B.A., Business, Organizations, and Society
DuWan Alan Smith, MBA's PNC Wealth Management Experience April 2012 - Present
Job Experienced Wealth Management Professional
Industry Investment Management
Experience
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
Willie Tate's PNC Wealth Management Experience June 2011 - October 2013
Job Relationship Manager at TD Private Client Group
Industry Financial Services
Experience
TD Private Client Group October 2013 - Present
PNC Wealth Management June 2011 - October 2013
US Trust, Bank of America Private Wealth Management December 2006 - June 2011
Skills
Portfolio Management, Wealth Management, Management, Banking, Credit, Investments, Risk Management, Financial Analysis, Loans, Finance
Education
University of Maryland University College 2005 — 2006
MS, Marketing
University of Maryland University College 2003 — 2005
MBA, Business
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
TD Private Client Group October 2013 - Present
PNC Wealth Management June 2011 - October 2013
US Trust, Bank of America Private Wealth Management December 2006 - June 2011
Skills
Portfolio Management, Wealth Management, Management, Banking, Credit, Investments, Risk Management, Financial Analysis, Loans, Finance
Education
University of Maryland University College 2005 — 2006
MS, Marketing
University of Maryland University College 2003 — 2005
MBA, Business
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Elizabeth Michaelsen's PNC Wealth Management Experience January 2008 - August 2013
Job Account Manager at Bit By Bit, Inc.
Industry Financial Services
Experience
Bit By Bit, Inc. November 2013 - Present
PNC Wealth Management January 2008 - August 2013
Chase Bank January 2007 - December 2007
Indiana Mortgage Funding July 2004 - July 2006
Wheaton College 2003 - 2004
Skills
Customer Service, Sales, Client Development, Marketing, Public Relations, Clerical Skills, Loan Origination, Banking, Marketing Communications, Commercial Lending, Consumer Lending, Sales Presentations, Investment Banking, Wealth Management, Wealth Management..., Computer Proficiency
Education
Huntington College 1997 — 2001
Bachelor of Arts (B.A.), Graphic Design
Bit By Bit, Inc. November 2013 - Present
PNC Wealth Management January 2008 - August 2013
Chase Bank January 2007 - December 2007
Indiana Mortgage Funding July 2004 - July 2006
Wheaton College 2003 - 2004
Skills
Customer Service, Sales, Client Development, Marketing, Public Relations, Clerical Skills, Loan Origination, Banking, Marketing Communications, Commercial Lending, Consumer Lending, Sales Presentations, Investment Banking, Wealth Management, Wealth Management..., Computer Proficiency
Education
Huntington College 1997 — 2001
Bachelor of Arts (B.A.), Graphic Design
Roseann Evans Russo Roseann Evans Russo's PNC Wealth Management Experience September 2009 - Present
Job SALES AND SERVICE COORDINATOR at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2009 - Present
NATIONAL CITY BANK January 2007 - September 2009
NATIONAL CITY BANK July 2000 - November 2006
Skills
Sales, Banking, Investments, Marketing, Credit, Sales Management, Customer Service, Leadership, Loans, Team Building, Portfolio Management
Education
Gannon University 1996 — 2000
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
PNC Wealth Management September 2009 - Present
NATIONAL CITY BANK January 2007 - September 2009
NATIONAL CITY BANK July 2000 - November 2006
Skills
Sales, Banking, Investments, Marketing, Credit, Sales Management, Customer Service, Leadership, Loans, Team Building, Portfolio Management
Education
Gannon University 1996 — 2000
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Juliet Foster Juliet Foster's PNC Wealth Management Experience March 2014 - April 2014
Job Management Consulting Financial Management at KPMG
Industry Financial Services
Experience
KPMG April 2014 - Present
PNC Wealth Management March 2014 - April 2014
PNC Wealth Management January 2011 - March 2014
PNC Wealth Management September 2009 - January 2011
Wells Fargo Home Mortgage June 2009 - August 2009
Ernst & Young June 2007 - August 2008
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Alternative Investments, Investment Strategies, Bloomberg, Equities, Financial Services, Credit, Asset Management, Investment Advisory, Strategic Financial..., Financial Modeling, Mutual Funds, Mortgage Lending
Education
Howard University 2006 — 2009
B.B.A., Finance
University of Houston 2003 — 2005
KPMG April 2014 - Present
PNC Wealth Management March 2014 - April 2014
PNC Wealth Management January 2011 - March 2014
PNC Wealth Management September 2009 - January 2011
Wells Fargo Home Mortgage June 2009 - August 2009
Ernst & Young June 2007 - August 2008
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Investment Management, Securities, Alternative Investments, Investment Strategies, Bloomberg, Equities, Financial Services, Credit, Asset Management, Investment Advisory, Strategic Financial..., Financial Modeling, Mutual Funds, Mortgage Lending
Education
Howard University 2006 — 2009
B.B.A., Finance
University of Houston 2003 — 2005
Michael P. Foley Michael P. Foley's PNC Wealth Management Experience August 2004 - May 2012
Job Team Director, Vice President at PNC Bank, Wealth Management
Industry Banking
Experience
PNC Bank, Wealth Management April 2012 - Present
PNC Wealth Management August 2004 - May 2012
The Provident Bank March 2000 - July 2004
Education
John Carroll University 2005 — 2007
MBA, Finance
Ohio University 1996 — 1999
Finance
PNC Bank, Wealth Management April 2012 - Present
PNC Wealth Management August 2004 - May 2012
The Provident Bank March 2000 - July 2004
Education
John Carroll University 2005 — 2007
MBA, Finance
Ohio University 1996 — 1999
Finance
Robert Swansboro Robert Swansboro's PNC Wealth Management Experience July 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
PNC Wealth Management July 2012 - Present
FNB Wealth Management 2008 - July 2012
FNB Weslth Management June 2001 - October 2008
Promistar Financial Corporation (Formally BT Financial Corporation) March 1998 - June 2001
BT Financial Corporation June 1996 - March 1998
Moxham Bank Corporation, Johnstown, Pa. (Merged with BT Financial Corporation 06/96) February 1994 - June 1996
Skills
Investments, Accounting, Asset Allocation, Auditing, Banking, Equities, Insurance, Investment Strategies, Management, Mutual Funds, Portfolio Management
Education
Frostburg State University 1996 — 1999
Masters of Business Administration, MBA
University of Pittsburgh 1982 — 1986
BS Business Adm Accounting
Attained Bank Administration Institute Certified Bank Auditor (CBA) status in May, 1994
NASD/FINRA
Obtained NASD Series 7 certification in August, 2002 and Series 65 certification in October, 2008
PNC Wealth Management July 2012 - Present
FNB Wealth Management 2008 - July 2012
FNB Weslth Management June 2001 - October 2008
Promistar Financial Corporation (Formally BT Financial Corporation) March 1998 - June 2001
BT Financial Corporation June 1996 - March 1998
Moxham Bank Corporation, Johnstown, Pa. (Merged with BT Financial Corporation 06/96) February 1994 - June 1996
Skills
Investments, Accounting, Asset Allocation, Auditing, Banking, Equities, Insurance, Investment Strategies, Management, Mutual Funds, Portfolio Management
Education
Frostburg State University 1996 — 1999
Masters of Business Administration, MBA
University of Pittsburgh 1982 — 1986
BS Business Adm Accounting
Attained Bank Administration Institute Certified Bank Auditor (CBA) status in May, 1994
NASD/FINRA
Obtained NASD Series 7 certification in August, 2002 and Series 65 certification in October, 2008
Ryan Calhoun's PNC Wealth Management Experience June 2013 - June 2014
Job Private Capital Markets at Axial
Industry Capital Markets
Experience
Axial June 2014 - Present
PNC Wealth Management June 2013 - June 2014
PNC Wealth Management August 2012 - June 2013
Skills
Word, Investments, Series 7, Series 66, Microsoft Office, PowerPoint, Excel, Statistics, Bloomberg, Wealth Management, Credit, Banking, Economics, Account Management, Private Equity, Business Development, Microsoft Excel, Kids Rooms
Education
Franklin & Marshall College 2008 — 2012
Economics and History
NYU (Florence, Italy)
Axial June 2014 - Present
PNC Wealth Management June 2013 - June 2014
PNC Wealth Management August 2012 - June 2013
Skills
Word, Investments, Series 7, Series 66, Microsoft Office, PowerPoint, Excel, Statistics, Bloomberg, Wealth Management, Credit, Banking, Economics, Account Management, Private Equity, Business Development, Microsoft Excel, Kids Rooms
Education
Franklin & Marshall College 2008 — 2012
Economics and History
NYU (Florence, Italy)
Monikee Nash's PNC Wealth Management Experience August 2012 - November 2012
Job Accounting Administrator at Great West Financial
Industry Banking
Experience
Great West Financial November 2012 - Present
PNC Wealth Management August 2012 - November 2012
Bank of America June 2010 - August 2012
British Airways May 2008 - October 2009
Skills
Delivering Exceptional..., Retail Banking, Cash Handling Experience, Accounting & Reporting, Financial Analysis &..., Project Management, Document Management, Reconciliation &..., SAP, 10 Key Data Entry, OnBase, Interact Merlin, MS Office...
Education
Kean University
Bachelor of Science, Finance
Union County College
Associate of Science, Liberal Studies
Great West Financial November 2012 - Present
PNC Wealth Management August 2012 - November 2012
Bank of America June 2010 - August 2012
British Airways May 2008 - October 2009
Skills
Delivering Exceptional..., Retail Banking, Cash Handling Experience, Accounting & Reporting, Financial Analysis &..., Project Management, Document Management, Reconciliation &..., SAP, 10 Key Data Entry, OnBase, Interact Merlin, MS Office...
Education
Kean University
Bachelor of Science, Finance
Union County College
Associate of Science, Liberal Studies
Ioana Motoc Ioana Motoc's PNC Wealth Management Experience June 2010 - Present
Job VP Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2010 - Present
National City Bank - Private Client Group August 2007 - June 2010
National City Bank June 2006 - August 2007
Skills
Wealth Management, Banking, Credit, Loans, Retail Banking, Private Banking, Strategic Financial..., Retirement Planning, Mortgage Lending, Consumer Lending, Financial Services, Leadership, Marketing, Relationship Management, Asset Management, Credit Analysis, Asset Allocation
Education
University of San Francisco 2001 — 2004
BS, Int'l Business and Marketing
Foothill College 1998 — 2001
AA, Int'l Business
PNC Wealth Management June 2010 - Present
National City Bank - Private Client Group August 2007 - June 2010
National City Bank June 2006 - August 2007
Skills
Wealth Management, Banking, Credit, Loans, Retail Banking, Private Banking, Strategic Financial..., Retirement Planning, Mortgage Lending, Consumer Lending, Financial Services, Leadership, Marketing, Relationship Management, Asset Management, Credit Analysis, Asset Allocation
Education
University of San Francisco 2001 — 2004
BS, Int'l Business and Marketing
Foothill College 1998 — 2001
AA, Int'l Business
Gary Dillman's PNC Wealth Management Experience March 2010 - Present
Job Sr. Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2010 - Present
JPMorgan 2005 - 2010
US Army 1981 - 2004
Skills
Asset Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Credit, Investments, Private Banking, Estate Planning, Wealth Management..., Loans, Financial Analysis, Banking, Portfolio Management, Uniform Combined State..., Cash Management, Retail Banking, Strategic Financial..., Investment Management, Wealth, Investment Strategies, Financial Advisory, Financial Planning
Education
Indiana Institute of Technology
BBA, Economics & Finance
PNC Wealth Management March 2010 - Present
JPMorgan 2005 - 2010
US Army 1981 - 2004
Skills
Asset Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Credit, Investments, Private Banking, Estate Planning, Wealth Management..., Loans, Financial Analysis, Banking, Portfolio Management, Uniform Combined State..., Cash Management, Retail Banking, Strategic Financial..., Investment Management, Wealth, Investment Strategies, Financial Advisory, Financial Planning
Education
Indiana Institute of Technology
BBA, Economics & Finance
Stephen Torrance, CFP Stephen Torrance, CFP's PNC Wealth Management Experience 2003 - 2008
Job Investment Management and Financial Planning Services
Industry Financial Services
Experience
EHD Advisory Services, Inc April 2009 - Present
Rotary Club of Lancaster Sunrise, PA 2009 - Present
Hazlett, Burt & Watson 2008 - 2009
PNC Wealth Management 2003 - 2008
FMA Advisory. Inc January 2001 - January 2003
FMA Advisory, Inc. 2001 - 2003
First Union Private Capital Management January 1993 - January 2001
Skills
Investment Strategies, Wealth Management..., Marketing Strategy, Portfolio Optimization, Fiduciary, Wealth Management, Portfolio Management, Investments, Estate Planning, Strategic Financial..., Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Asset Managment, Financial Planners, Asset Management, Loans, Investment Management, Financial Advisory, Business Development, Personal Financial..., Retirement, Financial Services, Asset Allocation, Wealth, Relationship Management, Series 7, 401k, IRAs, Securities, Financial Planning
Education
Franklin & Marshall College
Dual, Business Management and Economics
The Taft School
EHD Advisory Services, Inc April 2009 - Present
Rotary Club of Lancaster Sunrise, PA 2009 - Present
Hazlett, Burt & Watson 2008 - 2009
PNC Wealth Management 2003 - 2008
FMA Advisory. Inc January 2001 - January 2003
FMA Advisory, Inc. 2001 - 2003
First Union Private Capital Management January 1993 - January 2001
Skills
Investment Strategies, Wealth Management..., Marketing Strategy, Portfolio Optimization, Fiduciary, Wealth Management, Portfolio Management, Investments, Estate Planning, Strategic Financial..., Retirement Planning, Mutual Funds, High Net Worth..., Investment Advisory, Asset Managment, Financial Planners, Asset Management, Loans, Investment Management, Financial Advisory, Business Development, Personal Financial..., Retirement, Financial Services, Asset Allocation, Wealth, Relationship Management, Series 7, 401k, IRAs, Securities, Financial Planning
Education
Franklin & Marshall College
Dual, Business Management and Economics
The Taft School
Chad McCullough, CFP® Chad McCullough, CFP®'s PNC Wealth Management Experience July 2013 - June 2015
Job Financial Advisor at UBS
Industry Financial Services
Tom Carpenter, CFA's PNC Wealth Management Experience September 2010 - 2013
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Investment Management
Experience
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Fifth Third Bank November 2013 - Present
PNC Wealth Management September 2010 - 2013
Hilliard Lyons 2000 - September 2010
CIBC World Markets 1999 - 2000
Bank of New York Mellon 1998 - 1999
Skills
Portfolio Management, Investments, Bonds, Options, Equities, Financial Modeling, Investment Strategies, Derivatives, Valuation, Client Development, Networking
Education
Georgetown University 1996 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
University of Melbourne - Melbourne Business School 1997 — 1997
University of Florida 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Jessica Rock's PNC Wealth Management Experience January 2012 - Present
Job AVP, Channel Development Advisor, PNC Bank, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
PNC Bank, PNC Merchant Services 2006 - Present
PNC BANK August 2006 - January 2012
PNC Wealth Management September 2004 - August 2006
A division of PNC Bank August 2002 - 2004
Skills
Leadership, Competitive Analysis, Customer Service, Sales, Customer Retention, Customer Satisfaction, Solution Selling, Product Management, Credit, Sales Presentations, Analysis, Finance, Banking, Portfolio Management, Cash Management, Microsoft Office, PowerPoint, Microsoft Excel, Team Building, Series 7
Education
Geneva College 2001 — 2004
Geneva College
Bachelor of Business Administration, Human Resource Management
North Allegheny High School
PNC Wealth Management January 2012 - Present
PNC Bank, PNC Merchant Services 2006 - Present
PNC BANK August 2006 - January 2012
PNC Wealth Management September 2004 - August 2006
A division of PNC Bank August 2002 - 2004
Skills
Leadership, Competitive Analysis, Customer Service, Sales, Customer Retention, Customer Satisfaction, Solution Selling, Product Management, Credit, Sales Presentations, Analysis, Finance, Banking, Portfolio Management, Cash Management, Microsoft Office, PowerPoint, Microsoft Excel, Team Building, Series 7
Education
Geneva College 2001 — 2004
Geneva College
Bachelor of Business Administration, Human Resource Management
North Allegheny High School
Wilson, Joel's PNC Wealth Management Experience October 2008 - September 2014
Job Vice President Trust Administrator Hilliard Lyons Wealth & Family Office Group
Industry Financial Services
Experience
Hilliard Lyons Wealth & Family Office Group September 2014 - Present
PNC Wealth Management October 2008 - September 2014
National City Bank July 2007 - October 2008
National City Bank March 2003 - July 2007
National City Bank August 1999 - March 2003
Skills
Wealth Management, Estate Planning, Investment Management, Retirement Planning, Banking, Investments, Investment Strategies, Investment Advisory, Asset Management, Tax Law, Customer Service, Mutual Funds, Asset Allocation, Portfolio Management, High Net Worth..., Teamwork
Education
Louis D. Brandeis School of Law at the University of Louisville 2000 — 2004
Doctor of Law (JD)
Indiana University Bloomington 1995 — 1999
BA, Economics-Political Science, History
Ballard High School 1991 — 1995
Hilliard Lyons Wealth & Family Office Group September 2014 - Present
PNC Wealth Management October 2008 - September 2014
National City Bank July 2007 - October 2008
National City Bank March 2003 - July 2007
National City Bank August 1999 - March 2003
Skills
Wealth Management, Estate Planning, Investment Management, Retirement Planning, Banking, Investments, Investment Strategies, Investment Advisory, Asset Management, Tax Law, Customer Service, Mutual Funds, Asset Allocation, Portfolio Management, High Net Worth..., Teamwork
Education
Louis D. Brandeis School of Law at the University of Louisville 2000 — 2004
Doctor of Law (JD)
Indiana University Bloomington 1995 — 1999
BA, Economics-Political Science, History
Ballard High School 1991 — 1995
David Alt, CFA, CFP®'s PNC Wealth Management Experience June 2011 - July 2014
Job Innovation & Analytics at PNC Asset Management Group
Industry Banking
Experience
PNC Asset Management Group May 2015 - Present
FirstMerit Bank July 2014 - May 2015
PNC Wealth Management June 2011 - July 2014
PNC Financial Services Group January 2009 - July 2011
CFA Society of Cleveland 2006 - 2011
National City Bank August 2000 - February 2010
CFA Society Cleveland 2008 - 2009
KeyCorp August 1993 - July 2000
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Asset Managment, Equities, Investment Strategies, Bonds, Credit, Mutual Funds, Equity Research, Investment Management, Investment Advisory, Asset Management, Financial Analysis, Investments
Education
Kent State University - Graduate School of Management 1993 — 1995
Master's Degree, Economics
Kent State University 1987 — 1991
Bachelors, Economics
Charles F. Brush 1983 — 1987
PNC Asset Management Group May 2015 - Present
FirstMerit Bank July 2014 - May 2015
PNC Wealth Management June 2011 - July 2014
PNC Financial Services Group January 2009 - July 2011
CFA Society of Cleveland 2006 - 2011
National City Bank August 2000 - February 2010
CFA Society Cleveland 2008 - 2009
KeyCorp August 1993 - July 2000
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Asset Managment, Equities, Investment Strategies, Bonds, Credit, Mutual Funds, Equity Research, Investment Management, Investment Advisory, Asset Management, Financial Analysis, Investments
Education
Kent State University - Graduate School of Management 1993 — 1995
Master's Degree, Economics
Kent State University 1987 — 1991
Bachelors, Economics
Charles F. Brush 1983 — 1987
Mike Motsinger's PNC Wealth Management Experience June 2010 - June 2012
Job Senior Vice President and Trust Officer at Commonwealth Bank and Trust Company
Industry Banking
Experience
Commonwealth Bank and Trust Company May 2014 - Present
Affluent Wealth Management March 2014 - May 2014
Stock Yards Bank & Trust June 2012 - February 2014
PNC Wealth Management June 2010 - June 2012
nFusion Technologies, Inc. January 2000 - May 2010
Bestway Trucking, Inc. May 1996 - December 2000
Stock Yards Bank & Trust February 1994 - July 1996
Skills
Business Development, Customer Service, Entrepreneurship, Financial Analysis, Investments, Marketing, Marketing Strategy, New Business Development, Portfolio Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Team Building, Trusts, Banking, Financial Planning, Finance, Wealth Management, Loans
Education
Indiana University-Southeast 1976 — 1979
BS, Economics and Business Management
Commonwealth Bank and Trust Company May 2014 - Present
Affluent Wealth Management March 2014 - May 2014
Stock Yards Bank & Trust June 2012 - February 2014
PNC Wealth Management June 2010 - June 2012
nFusion Technologies, Inc. January 2000 - May 2010
Bestway Trucking, Inc. May 1996 - December 2000
Stock Yards Bank & Trust February 1994 - July 1996
Skills
Business Development, Customer Service, Entrepreneurship, Financial Analysis, Investments, Marketing, Marketing Strategy, New Business Development, Portfolio Management, Sales, Small Business, Strategic Financial..., Strategic Planning, Team Building, Trusts, Banking, Financial Planning, Finance, Wealth Management, Loans
Education
Indiana University-Southeast 1976 — 1979
BS, Economics and Business Management
W. Peter Francek, III's PNC Wealth Management Experience August 1998 - Present
Job Vice PresidentInvestment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 1998 - Present
Education
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
PNC Wealth Management August 1998 - Present
Education
Franklin & Marshall College 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Lea Sheptak's PNC Wealth Management Experience July 2011 - Present
Job Fiduciary Product Specialist at Hawthorn
Industry Financial Services
Experience
PNC Wealth Management July 2011 - Present
BNY Mellon Wealth Managment October 2007 - June 2011
National City Private Client Group 2004 - 2007
Skills
Investments, Wealth Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Wealth, Securities, Mutual Funds, Retirement Planning, Financial Analysis
Education
Lake Erie College 2005 — 2009
MBA
Kent State University 1986 — 1990
BS, Business
PNC Wealth Management July 2011 - Present
BNY Mellon Wealth Managment October 2007 - June 2011
National City Private Client Group 2004 - 2007
Skills
Investments, Wealth Management, Asset Managment, Asset Allocation, Estate Planning, Investment Advisory, Wealth Management..., High Net Worth..., Asset Management, Wealth, Securities, Mutual Funds, Retirement Planning, Financial Analysis
Education
Lake Erie College 2005 — 2009
MBA
Kent State University 1986 — 1990
BS, Business
Scott Frederickson's PNC Wealth Management Experience August 1986 - Present
Job Vice President Senior Banking Advisor PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 1986 - Present
Skills
Series 7, High Net Worth..., Wealth Management, Banking, Private Banking, Wealth, Loans, Estate Planning, Financial Planning, Asset Allocation, Asset Management, Retirement Planning, Fixed Income, Private Wealth..., Trust Services, Credit, Investment Advisory, Bonds, Risk Management, Mortgage
Education
Georgetown College 1982 — 1986
Georgetown College 1982 — 1986
BS, Accounting
PNC Wealth Management August 1986 - Present
Skills
Series 7, High Net Worth..., Wealth Management, Banking, Private Banking, Wealth, Loans, Estate Planning, Financial Planning, Asset Allocation, Asset Management, Retirement Planning, Fixed Income, Private Wealth..., Trust Services, Credit, Investment Advisory, Bonds, Risk Management, Mortgage
Education
Georgetown College 1982 — 1986
Georgetown College 1982 — 1986
BS, Accounting
Richard Cairns's PNC Wealth Management Experience May 1995 - September 2009
Job Managing Director at PNC Delaware Trust Company
Industry Financial Services
Experience
PNC Delaware Trust Company September 2009 - Present
PNC Wealth Management May 1995 - September 2009
Meridian Asset Management January 1994 - April 1995
Wilmington Trust Company August 1978 - December 1993
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Investment Management, High Net Worth..., Trust Services, Private Banking, Asset Management, Securities, Investments, Wealth, Retirement Planning, Mutual Funds
Education
Hobart and William Smith Colleges 1975 — 1978
BA, Politcal Science
PNC Delaware Trust Company September 2009 - Present
PNC Wealth Management May 1995 - September 2009
Meridian Asset Management January 1994 - April 1995
Wilmington Trust Company August 1978 - December 1993
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Managment, Wealth Management..., Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Investment Management, High Net Worth..., Trust Services, Private Banking, Asset Management, Securities, Investments, Wealth, Retirement Planning, Mutual Funds
Education
Hobart and William Smith Colleges 1975 — 1978
BA, Politcal Science
Brian Coppolino's PNC Wealth Management Experience December 2009 - Present
Job Investment Group Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2009 - Present
PNC Financial Services Group December 2003 - December 2009
National City Bank August 2001 - December 2003
National City Bank May 1995 - August 2001
Skills
Investments, Equities, Investment Management, Portfolio Management, IRAs, Wealth Management, Asset Allocation, Investment Advisory, Alternative Investments, Banking, Management, Asset Management, Mutual Funds, Retirement Planning, Financial Analysis, Bonds, Risk Management, Financial Services
Education
Heidelberg University 1991 — 1995
B.S., Accounting, Political Science
PNC Wealth Management December 2009 - Present
PNC Financial Services Group December 2003 - December 2009
National City Bank August 2001 - December 2003
National City Bank May 1995 - August 2001
Skills
Investments, Equities, Investment Management, Portfolio Management, IRAs, Wealth Management, Asset Allocation, Investment Advisory, Alternative Investments, Banking, Management, Asset Management, Mutual Funds, Retirement Planning, Financial Analysis, Bonds, Risk Management, Financial Services
Education
Heidelberg University 1991 — 1995
B.S., Accounting, Political Science
Gary J. Winschel's PNC Wealth Management Experience October 2013 - Present
Job SVP, Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
PNC Investments December 1983 - October 2013
Education
Gannon University 1977 — 1981
B.S., Finance
PNC Wealth Management October 2013 - Present
PNC Investments December 1983 - October 2013
Education
Gannon University 1977 — 1981
B.S., Finance
Carole Yon's PNC Wealth Management Experience April 2013 - Present
Job East Regional Trust Director at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management April 2013 - Present
PNC Wealth Management 1993 - April 2013
Mid-State Bank & Trust 1981 - 1993
Skills
Equities, Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Alternative Investments, Estate Planning, Asset Management, Loans, Mutual Funds, Investments, High Net Worth..., Investment Strategies, Trust Services, Series 7, Financial Analysis, Retirement, Risk Management, Wealth Management..., Securities, Investment Management, Investment Advisory, Strategic Planning, Tax, Asset Managment, Banking
Education
Indiana University of Pennsylvania 1976 — 1978
BS, Consumer Studies
PNC Wealth Management April 2013 - Present
PNC Wealth Management 1993 - April 2013
Mid-State Bank & Trust 1981 - 1993
Skills
Equities, Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Alternative Investments, Estate Planning, Asset Management, Loans, Mutual Funds, Investments, High Net Worth..., Investment Strategies, Trust Services, Series 7, Financial Analysis, Retirement, Risk Management, Wealth Management..., Securities, Investment Management, Investment Advisory, Strategic Planning, Tax, Asset Managment, Banking
Education
Indiana University of Pennsylvania 1976 — 1978
BS, Consumer Studies
Sheila Corbett's PNC Wealth Management Experience 2008 - 2011
Job Development
Industry Nonprofit Organization Management
Experience
TIAA-CREF 2012 - 2014
PNC Wealth Management 2008 - 2011
M&T Bank October 2002 - May 2008
Skills
Wealth Management, Credit, Banking, Asset Management, Loans, Investments, Estate Planning, Insurance, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Series 63, Private Banking, New Business Development, Retirement Planning
Education
Fordham University 1979 — 1983
B.S., Finance and Marketing
TIAA-CREF 2012 - 2014
PNC Wealth Management 2008 - 2011
M&T Bank October 2002 - May 2008
Skills
Wealth Management, Credit, Banking, Asset Management, Loans, Investments, Estate Planning, Insurance, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Series 63, Private Banking, New Business Development, Retirement Planning
Education
Fordham University 1979 — 1983
B.S., Finance and Marketing
Jennifer Cumming, CFP(R)'s PNC Wealth Management Experience May 2009 - October 2013
Job Vice President, Senior Investment Advisor at Sandy Spring Trust
Industry Investment Management
Experience
Sandy Spring Trust October 2013 - Present
PNC Wealth Management May 2009 - October 2013
West Financial Services, Inc. February 2005 - April 2009
The Seed Public Charter School of Washington DC 2003 - 2004
ABP Investments US, Inc. 2000 - 2002
Skills
Investments, Financial Modeling, Portfolio Management, Asset Managment, Finance, Trading, Retirement, Analysis, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory, Mutual Funds, Managerial Finance, Equities, Investment Management, Asset Management, Retirement Planning, Strategic Financial...
Education
Georgetown University 2004 — 2009
Certificate, Financial Planning
Georgetown University 2004 — 2009
MA, Art History (Graduation, 2009)
University of Virginia
BS, Finance and International Business
Sandy Spring Trust October 2013 - Present
PNC Wealth Management May 2009 - October 2013
West Financial Services, Inc. February 2005 - April 2009
The Seed Public Charter School of Washington DC 2003 - 2004
ABP Investments US, Inc. 2000 - 2002
Skills
Investments, Financial Modeling, Portfolio Management, Asset Managment, Finance, Trading, Retirement, Analysis, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory, Mutual Funds, Managerial Finance, Equities, Investment Management, Asset Management, Retirement Planning, Strategic Financial...
Education
Georgetown University 2004 — 2009
Certificate, Financial Planning
Georgetown University 2004 — 2009
MA, Art History (Graduation, 2009)
University of Virginia
BS, Finance and International Business
Eric Pettway, CFA's PNC Wealth Management Experience February 2013 - Present
Job Senior investment Advisor
Industry Investment Management
Experience
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
PNC Wealth Management February 2013 - Present
PNC Wealth Management October 2009 - January 2013
MacKay Shields 2001 - 2008
New York Life Investment Management 1998 - 2001
4086 Advisors 1997 - 1997
Price Waterhouse Management Consultants 1993 - 1996
Texas Instruments 1991 - 1992
Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 1988 — 1993
BS, Computer Information Systems
Erik Vadeika, CFA's PNC Wealth Management Experience July 1999 - June 2007
Job Portfolio Manager, Managing Director at PeapackGladstone Bank
Industry Investment Management
Experience
Peapack-Gladstone Bank May 2012 - Present
Beacon Trust June 2007 - May 2012
PNC Wealth Management July 1999 - June 2007
American Stock Exchange October 1996 - June 1999
Bank Hapoalim 1992 - 1996
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Investments
Education
Gettysburg College 1985 — 1989
BA, Business Management
Peapack-Gladstone Bank May 2012 - Present
Beacon Trust June 2007 - May 2012
PNC Wealth Management July 1999 - June 2007
American Stock Exchange October 1996 - June 1999
Bank Hapoalim 1992 - 1996
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Investments
Education
Gettysburg College 1985 — 1989
BA, Business Management
Kimberly Walrod's PNC Wealth Management Experience June 2010 - Present
Job Vice President & Senior Trust Advisor, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2010 - Present
Lutheran Metropolitan Ministry February 2007 - Present
National City Bank June 2002 - June 2010
National City Bank April 2000 - June 2002
National City Bank January 1999 - April 2000
National City Bank April 1997 - January 1999
FirstMerit Bank July 1994 - April 1997
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Finance, Securities, Retirement Planning, Asset Management, Alternative Investments, Investment Management, Mutual Funds, Strategic Financial..., Investment Advisory, Equities
Education
John Carroll University 1996 — 1999
MBA
Miami University 1990 — 1994
BSBA, Finance
PNC Wealth Management June 2010 - Present
Lutheran Metropolitan Ministry February 2007 - Present
National City Bank June 2002 - June 2010
National City Bank April 2000 - June 2002
National City Bank January 1999 - April 2000
National City Bank April 1997 - January 1999
FirstMerit Bank July 1994 - April 1997
Skills
Wealth Management, Asset Allocation, Investments, Portfolio Management, Finance, Securities, Retirement Planning, Asset Management, Alternative Investments, Investment Management, Mutual Funds, Strategic Financial..., Investment Advisory, Equities
Education
John Carroll University 1996 — 1999
MBA
Miami University 1990 — 1994
BSBA, Finance
James Tench's PNC Wealth Management Experience June 2007 - May 2011
Job Culinary Department Auditor
Industry Accounting
Experience
Busch Gardens May 2011 - Present
PNC Wealth Management June 2007 - May 2011
Education
Grove City College 2003 — 2007
BS, Business Management
Busch Gardens May 2011 - Present
PNC Wealth Management June 2007 - May 2011
Education
Grove City College 2003 — 2007
BS, Business Management
Veneeta Singal, CAIA's PNC Wealth Management Experience July 2012 - Present
Job Investment Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management July 2012 - Present
Skills
Chartered Alternative..., Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Capital Markets, Fixed Income, Asset Allocation, Financial Markets, Securities, Equities, Asset Management, Mutual Funds, Investment Strategies
Education
International Management Institute - IMI
Master of Business Administration (MBA)
PNC Wealth Management July 2012 - Present
Skills
Chartered Alternative..., Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Capital Markets, Fixed Income, Asset Allocation, Financial Markets, Securities, Equities, Asset Management, Mutual Funds, Investment Strategies
Education
International Management Institute - IMI
Master of Business Administration (MBA)
Joseph Stoll's PNC Wealth Management Experience September 1978 - September 1997
Job First Vice President at Glenmede
Industry Investment Management
Experience
Glenmede September 1997 - Present
PNC Wealth Management September 1978 - September 1997
Education
Temple University - James E. Beasley School of Law 1985 — 1989
JD
La Salle University - School of Business Administration 1974 — 1983
MBA/BS, Accounting
Glenmede September 1997 - Present
PNC Wealth Management September 1978 - September 1997
Education
Temple University - James E. Beasley School of Law 1985 — 1989
JD
La Salle University - School of Business Administration 1974 — 1983
MBA/BS, Accounting
Richard. Kelly's PNC Wealth Management Experience May 2003 - Present
Job Team Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2003 - Present
PNC Wealth Management February 2006 - April 2008
Education
Fordham University 1978 — 1981
BA, History
Red Bank Catholic HS 1974 — 1977
PNC Wealth Management May 2003 - Present
PNC Wealth Management February 2006 - April 2008
Education
Fordham University 1978 — 1981
BA, History
Red Bank Catholic HS 1974 — 1977
Carla Minahan's PNC Wealth Management Experience March 2012 - April 2014
Job Investment Operations and Accounting Professional
Industry Investment Management
Experience
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Lamkin Wealth Management November 2014 - Present
PNC Wealth Management March 2012 - April 2014
Cornerstone Techologies, LLC August 2011 - March 2012
Valhalla Capital Partners May 2006 - June 2009
Hilliard Lyons May 2005 - May 2006
Invesco Ltd. 1999 - 2004
Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service
Education
Northern Virginia Community College 1994 — 1996
Associates, Applied Sciences
Indiana University Bloomington 1983 — 1984
Business Communications, Work toward general business degree
Ramona Funovits's PNC Wealth Management Experience June 2013 - Present
Job Client Service Coordinator at PNC Wealth Management Hawthorn
Industry Banking
Experience
PNC Wealth Management June 2013 - Present
PNC Wealth Management August 2003 - August 2007
PNC Wealth Management June 1999 - August 2003
Skills
Excel, Word, PowerPoint, OneSource, prosystems, Microsoft Excel, Accounting, Account Reconciliation, Accounts Payable, Customer Service, Financial Analysis, Financial Planning, Income Tax, Investments, Microsoft Office, Microsoft Word, ProSystem fx Tax, Public Speaking, Tax, Tax Law, Trusts, Tax Preparation
Education
CCAC 1996 — 1997
Accounting
Franciscan University of Steubenville 1983 — 1984
Accounting
PNC Wealth Management June 2013 - Present
PNC Wealth Management August 2003 - August 2007
PNC Wealth Management June 1999 - August 2003
Skills
Excel, Word, PowerPoint, OneSource, prosystems, Microsoft Excel, Accounting, Account Reconciliation, Accounts Payable, Customer Service, Financial Analysis, Financial Planning, Income Tax, Investments, Microsoft Office, Microsoft Word, ProSystem fx Tax, Public Speaking, Tax, Tax Law, Trusts, Tax Preparation
Education
CCAC 1996 — 1997
Accounting
Franciscan University of Steubenville 1983 — 1984
Accounting
Ludmila Golad, JD, AEP's PNC Wealth Management Experience December 2014 - Present
Job Director, Wealth Management, New York and Northern New Jersey at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
PNC Wealth Management December 2014 - Present
Valley Hospital Foundation 2008 - Present
Bergen County Estate Planning Council 1987 - Present
PNC Wealth Management September 2012 - December 2014
Wells Fargo Private Bank May 2009 - December 2011
Wells Fargo May 2006 - December 2011
Wachovia, A Wells Fargo Company May 2006 - December 2008
U. S. Trust Company 1985 - 2006
Dunnington, Bartholow & Miller 1981 - 1985
Skills
Trust Management, New Business Development, Estate Planning, Trust Services, Private Wealth..., High Net Worth..., Wealth Management, Asset Allocation, Wealth Management..., Investments, Retirement, Asset Management, Mutual Funds, Strategic Financial..., Private Banking, Banking, Wealth, Insurance, Mortgage Lending, Finance, Business Development, Private Equity, Strategy, Relationship Management, Trusts, Financial Advisory, Securities, Pensions, Series 63, Estate Administration, Investment Management, Series 7, Investment Advisory, Retirement Planning, Portfolio Management, Investment Strategies, Alternative Investments
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
New York University
Bachelor of Arts (B.A.), English Major; Politics Minor
Alyson Aurelio's PNC Wealth Management Experience September 2004 - December 2013
Job Relationship Manager at Global Financial Private Capital, LLC
Industry Banking
Experience
Global Financial Private Capital, LLC December 2013 - Present
PNC Wealth Management September 2004 - December 2013
Logical Solutions Consulting 1999 - 2004
2000Logistics/WorldSpy 1999 - 2000
TPR Enterprises 1990 - 1991
Skills
Management, Sales, Business Development, New Business Development, Training, Banking, B2B, Portfolio Management, Business Planning, Human Resources, PowerPoint, Credit, Accounting, Customer Service, Insurance, Asset Management, Finance, Investments
Education
Iona College 1980 — 1984
B.A., Psychology
Mamaroneck High School
Global Financial Private Capital, LLC December 2013 - Present
PNC Wealth Management September 2004 - December 2013
Logical Solutions Consulting 1999 - 2004
2000Logistics/WorldSpy 1999 - 2000
TPR Enterprises 1990 - 1991
Skills
Management, Sales, Business Development, New Business Development, Training, Banking, B2B, Portfolio Management, Business Planning, Human Resources, PowerPoint, Credit, Accounting, Customer Service, Insurance, Asset Management, Finance, Investments
Education
Iona College 1980 — 1984
B.A., Psychology
Mamaroneck High School
Hillary McCullough's PNC Wealth Management Experience April 2015 - Present
Job Trust Officer
Industry Financial Services
Experience
PNC Wealth Management April 2015 - Present
PNC Wealth Management September 2010 - April 2015
Skills
Personal Trust..., Wealth Management, Asset Management, Banking, Investments, Mutual Funds, Microsoft Office, Financial Analysis, Finance, Project Management, Financial Services, Credit, Financial Planning, Asset Allocation, Loans, Wealth Management..., Portfolio Management, Microsoft Excel, Siebel, Operations Management
Education
Indiana University of Pennsylvania 1995 — 2001
Bachelor of Arts (BA), History and French
Universite de Nancy II 2000 — 2000
Certificate of Completion, 6 week intensive study program
PNC Wealth Management April 2015 - Present
PNC Wealth Management September 2010 - April 2015
Skills
Personal Trust..., Wealth Management, Asset Management, Banking, Investments, Mutual Funds, Microsoft Office, Financial Analysis, Finance, Project Management, Financial Services, Credit, Financial Planning, Asset Allocation, Loans, Wealth Management..., Portfolio Management, Microsoft Excel, Siebel, Operations Management
Education
Indiana University of Pennsylvania 1995 — 2001
Bachelor of Arts (BA), History and French
Universite de Nancy II 2000 — 2000
Certificate of Completion, 6 week intensive study program
Ashley Kephart's PNC Wealth Management Experience July 2013 - Present
Job Accountant II at PNC Wealth Management
Industry
Experience
PNC Wealth Management July 2013 - Present
PwC July 2009 - July 2013
Education
La Roche College 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.8
PNC Wealth Management July 2013 - Present
PwC July 2009 - July 2013
Education
La Roche College 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.8
Carrie Vogelsong's PNC Wealth Management Experience January 1992 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 1992 - Present
D & H Distributors January 1991 - January 1992
CCNB Bank May 1989 - January 1991
Skills
CFP®, CISP, Wealth Management, Estate Planning, Banking, Private Banking, Retirement Planning, Customer Service, Trust Services, Wealth Management...
Education
Harrisburg Area Community College 1989 — 1999
Associate's degree, Business Administration
East Pennsboro 1963 — 1967
PNC Wealth Management January 1992 - Present
D & H Distributors January 1991 - January 1992
CCNB Bank May 1989 - January 1991
Skills
CFP®, CISP, Wealth Management, Estate Planning, Banking, Private Banking, Retirement Planning, Customer Service, Trust Services, Wealth Management...
Education
Harrisburg Area Community College 1989 — 1999
Associate's degree, Business Administration
East Pennsboro 1963 — 1967
Sally Parenti's PNC Wealth Management Experience July 2008 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2008 - Present
Skills
Trust Services, Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Risk Management, Legal Writing
Education
University of Pittsburgh School of Law 1999 — 2002
Doctor of Law (JD)
Grove City College
Bachelor of Arts (BA), English Language and Literature, General
PNC Wealth Management July 2008 - Present
Skills
Trust Services, Retirement Planning, Wealth Management, Estate Planning, Wealth Management..., Risk Management, Legal Writing
Education
University of Pittsburgh School of Law 1999 — 2002
Doctor of Law (JD)
Grove City College
Bachelor of Arts (BA), English Language and Literature, General
Carmella Frye's PNC Wealth Management Experience September 2009 - April 2014
Job Senior Loan Administrator at TriState Capital Bank
Industry Financial Services
Experience
TriState Capital Bank April 2014 - Present
PNC Wealth Management September 2009 - April 2014
Skills
Wealth Management, Commercial Lending, Loans, Wealth Management..., Banking, Consumer Lending, Credit
Education
Gannon University 1983 — 1987
Industrial Management
TriState Capital Bank April 2014 - Present
PNC Wealth Management September 2009 - April 2014
Skills
Wealth Management, Commercial Lending, Loans, Wealth Management..., Banking, Consumer Lending, Credit
Education
Gannon University 1983 — 1987
Industrial Management
Teresa Beschman's PNC Wealth Management Experience December 2011 - Present
Job Risk Management Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2011 - Present
PNC Wealth Management February 2001 - Present
Cincinnati Art Museum 1998 - 2001
Skills
Fundraising, Management, Portfolio Management, CRM, Risk Management, Investments, Banking, Asset Management, Mutual Funds, Event Planning
Education
University of Phoenix
MBA
Georgetown College 1994 — 1998
BM, Church Music, voice
PNC Wealth Management December 2011 - Present
PNC Wealth Management February 2001 - Present
Cincinnati Art Museum 1998 - 2001
Skills
Fundraising, Management, Portfolio Management, CRM, Risk Management, Investments, Banking, Asset Management, Mutual Funds, Event Planning
Education
University of Phoenix
MBA
Georgetown College 1994 — 1998
BM, Church Music, voice
Dennis Blue's PNC Wealth Management Experience April 2012 - Present
Job Wealth Director Eastern Carolinas Region at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
PNC Wealth Management April 2012 - Present
BB&T January 2010 - April 2012
Nationwide Financial May 2007 - March 2009
BB&T December 2000 - May 2007
Scudder Kemper Investments April 1996 - December 2000
MFS Investment Management August 1994 - April 1996
Skills
Wealth Management..., Private Banking, Retirement Planning, Strategic Leadership, Leadership Development, Sales Leadership, Collaborative Leadership, Diversity & Inclusion, Trust Services, Portfolio Management, Wealth Preservation..., Investment Brokerage, Investment Advisory, Retirement, Relationship Management, Sales Management, Investment Management, Banking, Financial Advisory, Securities, Financial Services, Strategy, Fixed Annuities, Series 7, Wealth, Insurance, Series 65
Education
Guilford College
B.A., Major: Political Science
Farr Associates
Mastering Leadership Dynamics, Senior Leadership Development
Tim W. Ueber, J.D.'s PNC Wealth Management Experience 2003 - January 2012
Job IU School of Medicine, Director of Planned Giving
Industry Financial Services
Experience
Indiana University School of Medicine January 2012 - Present
PNC Wealth Management 2003 - January 2012
Galbraith & McMains, P.C. 2001 - 2003
Goodin, Orzeske & Blackwell, P.C. 1999 - 2001
Skills
Estate Planning, Financial Planning, Succession Planning, Probate, Litigation, Fundraising, Strategic Financial..., Planned Giving, Estate Law, Trusts, Philanthropy, Legal Research, High Net Worth..., Nonprofits, Retirement Planning, Annual Giving, Banking, Wealth
Education
Thomas M. Cooley Law School 1996 — 1999
J.D.
Indiana University Bloomington 1988 — 1991
Bachelor of Arts (BA), Criminal Justice
Indiana University School of Medicine January 2012 - Present
PNC Wealth Management 2003 - January 2012
Galbraith & McMains, P.C. 2001 - 2003
Goodin, Orzeske & Blackwell, P.C. 1999 - 2001
Skills
Estate Planning, Financial Planning, Succession Planning, Probate, Litigation, Fundraising, Strategic Financial..., Planned Giving, Estate Law, Trusts, Philanthropy, Legal Research, High Net Worth..., Nonprofits, Retirement Planning, Annual Giving, Banking, Wealth
Education
Thomas M. Cooley Law School 1996 — 1999
J.D.
Indiana University Bloomington 1988 — 1991
Bachelor of Arts (BA), Criminal Justice
Carl Frazier's PNC Wealth Management Experience August 1995 - Present
Job Senior Estate Settlement Admin at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 1995 - Present
Skills
Estate Administration, Tax, Income Tax, Estate Planning, Wealth Management, Real Estate, High Net Worth..., Retirement Planning, Wealth Management..., Wealth, Strategic Financial..., Trusts, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Investments
Education
University of Louisville 1990 — 1995
Doctor of Law (J.D.), Law
Indiana University Bloomington 1984 — 1985
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1973 — 1978
Bachelor of Arts (B.A.), Economics
PNC Wealth Management August 1995 - Present
Skills
Estate Administration, Tax, Income Tax, Estate Planning, Wealth Management, Real Estate, High Net Worth..., Retirement Planning, Wealth Management..., Wealth, Strategic Financial..., Trusts, Investment Advisory, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Investments
Education
University of Louisville 1990 — 1995
Doctor of Law (J.D.), Law
Indiana University Bloomington 1984 — 1985
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1973 — 1978
Bachelor of Arts (B.A.), Economics
Marcia Moehring's PNC Wealth Management Experience March 2002 - April 2012
Job Senior Real Estate Associate at PNC
Industry Financial Services
Experience
PNC April 2012 - Present
PNC Wealth Management March 2002 - April 2012
U.S. Trust August 1999 - March 2001
Merrill Lynch Trust Company March 1995 - April 1999
Skills
PowerPoint, Word, Customer Relations, Compliance, Customer Service, Investments, Portfolio Management, Risk Management, Software Documentation, Financial Analysis, Asset Management, Microsoft Word, Analysis, Financial Planning, Mutual Funds, Office Management, Access, Management
Education
Heidelberg University
Business Admistration, Junior
PNC April 2012 - Present
PNC Wealth Management March 2002 - April 2012
U.S. Trust August 1999 - March 2001
Merrill Lynch Trust Company March 1995 - April 1999
Skills
PowerPoint, Word, Customer Relations, Compliance, Customer Service, Investments, Portfolio Management, Risk Management, Software Documentation, Financial Analysis, Asset Management, Microsoft Word, Analysis, Financial Planning, Mutual Funds, Office Management, Access, Management
Education
Heidelberg University
Business Admistration, Junior
Larry Clipp's PNC Wealth Management Experience July 2001 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2001 - Present
Education
Indiana University Bloomington 1977 — 1983
Bachelor's degree, History
PNC Wealth Management July 2001 - Present
Education
Indiana University Bloomington 1977 — 1983
Bachelor's degree, History
Emilia Elder's PNC Wealth Management Experience 1986 - Present
Job Vice PresidentInvestment Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments April 1986 - Present
PNC Wealth Management 1986 - Present
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Strategies, Retirement Planning, Securities, Equities, Series 63, Investment Management, Fixed Income, Strategic Financial..., High Net Worth..., Financial Services
Education
La Salle University 1993 — 1996
Elementry Special ed minor in Finance
PNC Investments April 1986 - Present
PNC Wealth Management 1986 - Present
Skills
Asset Allocation, Wealth Management, Series 7, Alternative Investments, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Strategies, Retirement Planning, Securities, Equities, Series 63, Investment Management, Fixed Income, Strategic Financial..., High Net Worth..., Financial Services
Education
La Salle University 1993 — 1996
Elementry Special ed minor in Finance
Victoria (Storrie Vicky) Storrie's PNC Wealth Management Experience I settle decedent's estates in the Wealth Management side of PNC Bank.Assistant VP, Estate AdministrationPNC Bank2001 - Present
Job Assistant VP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management I settle decedent's estates in the Wealth Management side of PNC Bank.Assistant VP, Estate AdministrationPNC Bank2001 - Present
Jensen, Hassani & Focus November 1996 - February 2001
Skills
Asset Managment, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Management, Portfolio Management, Loans, Estate Law, Mortgage Lending, Credit, Equities, Leadership
Education
Stevenson University 1996 — 1999
Bachelor of Science (B.S.), Paralegal Studies
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (BA), American Government and Politics (United States)
PNC Wealth Management I settle decedent's estates in the Wealth Management side of PNC Bank.Assistant VP, Estate AdministrationPNC Bank2001 - Present
Jensen, Hassani & Focus November 1996 - February 2001
Skills
Asset Managment, Strategic Financial..., Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Management, Portfolio Management, Loans, Estate Law, Mortgage Lending, Credit, Equities, Leadership
Education
Stevenson University 1996 — 1999
Bachelor of Science (B.S.), Paralegal Studies
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (BA), American Government and Politics (United States)
Andrew Lucchesi's PNC Wealth Management Experience June 2012 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management June 2012 - Present
Chilton Medical Center Foundation (Atlantic Health) September 2014 - 2015
Skills
Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Advisory, Equities, Portfolio Management, Series 7, Investment Strategies, Retirement Planning, Strategic Financial..., Securities, Fixed Income
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Villanova University
Bachelor of Science (BS), Accounting
PNC Wealth Management June 2012 - Present
Chilton Medical Center Foundation (Atlantic Health) September 2014 - 2015
Skills
Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Advisory, Equities, Portfolio Management, Series 7, Investment Strategies, Retirement Planning, Strategic Financial..., Securities, Fixed Income
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Villanova University
Bachelor of Science (BS), Accounting
Nishant Bhattarai's PNC Wealth Management Experience September 2012 - September 2013
Job Private Banking, First National Bank
Industry Banking
Experience
First National Bank October 2013 - Present
PNC Wealth Management September 2012 - September 2013
PNC August 2010 - September 2012
PNC March 2009 - August 2010
UBS August 2007 - May 2008
Skills
Private Banking, Asset Management, Portfolio Management, Equities, Wealth Planning, Securities, Mutual Funds, Investment Management, Asset Allocation, Wealth Management
Education
Indiana University of Pennsylvania 2004 — 2007
MBA, Marketing
Kathmandu College of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
First National Bank October 2013 - Present
PNC Wealth Management September 2012 - September 2013
PNC August 2010 - September 2012
PNC March 2009 - August 2010
UBS August 2007 - May 2008
Skills
Private Banking, Asset Management, Portfolio Management, Equities, Wealth Planning, Securities, Mutual Funds, Investment Management, Asset Allocation, Wealth Management
Education
Indiana University of Pennsylvania 2004 — 2007
MBA, Marketing
Kathmandu College of Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Cheryl (Schultz) Colletti-Brailey's PNC Wealth Management Experience 2004 - 2012
Job .
Industry Hospital & Health Care
Experience
Trinitas Hospital October 2013 - Present
Raymour & Flanigan Furniture August 2013 - Present
PNC Wealth Management 2004 - 2012
PNC Wealth Management January 2000 - January 2004
PNC Bank January 1996 - January 2000
Midlantic Investment Services January 1994 - January 1996
US Naval Reserve June 1986 - December 1993
Olsten Services January 1987 - January 1993
US Navy February 1982 - June 1986
Skills
Microsoft Office, Siebel systems, Hyland Imaging software, Financial Risk, Fixed Annuities, Relationship Management, Investment Management, Financial Services, Investment Advisory, Wealth Management, Insurance, Banking, Portfolio Management, Customer Service, Loans, Strategic Planning, Problem Solving
Education
Kean University
Bachelor of Arts (B.A.), History
Florida Junior College (now Jacksonville University) 1983 — 1984
Associate of Arts, General College
Pensacola Junior College 1980 — 1982
Trinitas Hospital October 2013 - Present
Raymour & Flanigan Furniture August 2013 - Present
PNC Wealth Management 2004 - 2012
PNC Wealth Management January 2000 - January 2004
PNC Bank January 1996 - January 2000
Midlantic Investment Services January 1994 - January 1996
US Naval Reserve June 1986 - December 1993
Olsten Services January 1987 - January 1993
US Navy February 1982 - June 1986
Skills
Microsoft Office, Siebel systems, Hyland Imaging software, Financial Risk, Fixed Annuities, Relationship Management, Investment Management, Financial Services, Investment Advisory, Wealth Management, Insurance, Banking, Portfolio Management, Customer Service, Loans, Strategic Planning, Problem Solving
Education
Kean University
Bachelor of Arts (B.A.), History
Florida Junior College (now Jacksonville University) 1983 — 1984
Associate of Arts, General College
Pensacola Junior College 1980 — 1982
Marino Nerici's PNC Wealth Management Experience
Job Assistant Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management
Skills
Banking, Financial Analysis, Investments, Finance, Financial Services, Trust Operations, Management
Education
John Carroll University 1985 — 1989
BSBA, Accounting
PNC Wealth Management
Skills
Banking, Financial Analysis, Investments, Finance, Financial Services, Trust Operations, Management
Education
John Carroll University 1985 — 1989
BSBA, Accounting
Joseph Paddock's PNC Wealth Management Experience
Job
Industry Banking
Experience
PNC Wealth Management
Education
National Graduate Trust School
Trust and Investments
Wilkes University
Master of Business Administration (MBA), Finance, General
King's College 1970 — 1973
Bachelor of Arts (B.A.), Mathematics
PNC Wealth Management
Education
National Graduate Trust School
Trust and Investments
Wilkes University
Master of Business Administration (MBA), Finance, General
King's College 1970 — 1973
Bachelor of Arts (B.A.), Mathematics
Michael Swigert's PNC Wealth Management Experience February 2006 - Present
Job
Industry Financial Services
Experience
PNC Wealth Management February 2006 - Present
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
PNC Wealth Management February 2006 - Present
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank