PNC Wealth Management
Industry: Bank holding company
DescriptionPNC Financial Services Group, Inc. is a bank holding company and financial services corporation based in Pittsburgh. Its bank operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs. Customer service: 00 1 412-803-7711 Headquarters: Pittsburgh, Pennsylvania, United States Founded: 10 April 1845 Revenue: 16.33 billion USD (2017) Subsidiaries: Harris Williams & Co., Did you know: PNC Financial Services is the eighth-largest bank in the US by total assets ($380 B). wikipedia.org
PNC Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PNC Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PNC Wealth Management Employees
Employee
Years
Job
Industry
Elizabeth Bennett, CFP®, CRPC® Elizabeth Bennett, CFP®, CRPC®'s PNC Wealth Management Experience January 2011 - November 2012
Job
Industry Financial Services
Experience
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Adam Potulski, CMT Adam Potulski, CMT's PNC Wealth Management Experience August 2006 - Present
Job Associate Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2006 - Present
PNC July 2005 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Investments, Wealth Management, Portfolio Management, Technical Analysis, Equities, Asset Management, PowerPoint, Word, Asset Allocation, Microsoft Office, Investment Strategies, Mutual Funds, Excel, Credit, Financial Advisory, Microsoft Excel, Finance, Financial Services
Education
Monmouth University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Ursinus College 2001 — 2005
BA, Economics
CBA 1997 — 2001
PNC Wealth Management August 2006 - Present
PNC July 2005 - August 2006
Merrill Lynch May 2004 - August 2004
Skills
Investments, Wealth Management, Portfolio Management, Technical Analysis, Equities, Asset Management, PowerPoint, Word, Asset Allocation, Microsoft Office, Investment Strategies, Mutual Funds, Excel, Credit, Financial Advisory, Microsoft Excel, Finance, Financial Services
Education
Monmouth University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Ursinus College 2001 — 2005
BA, Economics
CBA 1997 — 2001
Gina Sabean Gina Sabean's PNC Wealth Management Experience September 2013 - Present
Job Vice President, Senior Wealth Management Banker
Industry Banking
Experience
PNC Wealth Management September 2013 - Present
Northern Trust September 1998 - September 2013
Wells Fargo January 1988 - September 1998
Bank of America November 1985 - January 1988
Skills
Private Banking, Private Client Services, Revolving Lines of..., Commercial Lending, Residential Mortgages, Home Equity Lines of..., Integrity, Mentoring, Fundraising, Non-profit Volunteer, Banking, Relationship Management, Consumer Lending, Finance, Private Clients, Small Business Lending, Leadership, Asset Management, Wealth Management, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Wealth Management..., Commercial Banking, Portfolio Management, Trust Services
Education
Palm Beach Atlantic University
Bachelor's Degree
PNC Wealth Management September 2013 - Present
Northern Trust September 1998 - September 2013
Wells Fargo January 1988 - September 1998
Bank of America November 1985 - January 1988
Skills
Private Banking, Private Client Services, Revolving Lines of..., Commercial Lending, Residential Mortgages, Home Equity Lines of..., Integrity, Mentoring, Fundraising, Non-profit Volunteer, Banking, Relationship Management, Consumer Lending, Finance, Private Clients, Small Business Lending, Leadership, Asset Management, Wealth Management, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Wealth Management..., Commercial Banking, Portfolio Management, Trust Services
Education
Palm Beach Atlantic University
Bachelor's Degree
William Slayton William Slayton's PNC Wealth Management Experience August 2014 - Present
Job Vice President/Relationship Manager at PNC Wealth Management
Industry Higher Education
Experience
PNC Wealth Management August 2014 - Present
University of Saint Francis April 2008 - August 2014
University of Saint Francis September 2002 - April 2008
Community Counselling Service (CCS) October 1995 - September 2002
Great Lakes Chemical September 1994 - September 1995
Teledyne Airservice July 1987 - June 1994
Consolidated Airways March 1984 - July 1987
Midstate Aviation August 1983 - March 1984
Exact Vendors August 1978 - August 1980
Lilliput Farms July 1968 - August 1980
Skills
Fundraising, Non-profits, Volunteer Management, Grant Writing, Annual Giving, Program Development, Stewardship, Community Outreach, Public Speaking, Planned Giving, Event Planning, Philanthropy, Community Development, Newsletters, Alumni Relations, Student Affairs, Higher Education, Nonprofits
Education
University of Saint Francis 2011 — 2013
Masters in Business Administration (MBA), Management
University of Saint Francis 2002 — 2011
BBA, Management
University of Illinois 1980 — 1983
Certificate, Flight, Aircraft Maintenance
Parkland College 1975 — 1977
Agriculture
PNC Wealth Management August 2014 - Present
University of Saint Francis April 2008 - August 2014
University of Saint Francis September 2002 - April 2008
Community Counselling Service (CCS) October 1995 - September 2002
Great Lakes Chemical September 1994 - September 1995
Teledyne Airservice July 1987 - June 1994
Consolidated Airways March 1984 - July 1987
Midstate Aviation August 1983 - March 1984
Exact Vendors August 1978 - August 1980
Lilliput Farms July 1968 - August 1980
Skills
Fundraising, Non-profits, Volunteer Management, Grant Writing, Annual Giving, Program Development, Stewardship, Community Outreach, Public Speaking, Planned Giving, Event Planning, Philanthropy, Community Development, Newsletters, Alumni Relations, Student Affairs, Higher Education, Nonprofits
Education
University of Saint Francis 2011 — 2013
Masters in Business Administration (MBA), Management
University of Saint Francis 2002 — 2011
BBA, Management
University of Illinois 1980 — 1983
Certificate, Flight, Aircraft Maintenance
Parkland College 1975 — 1977
Agriculture
Steve Brunke Steve Brunke's PNC Wealth Management Experience September 2013 - Present
Job Wealth Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
PNC Wealth Management November 2011 - October 2013
Allstate Insurance/Brunke Insurance Group, Inc, 2008 - September 2011
National City Mortgage 2000 - 2008
JPMorgan Chase 1997 - 2000
TCF Bank 1996 - 1998
Education
Northern Illinois University 2002 — 2008
MBA, Finance
Winona State University 1989 — 1994
BS, Business Administration
PNC Wealth Management September 2013 - Present
PNC Wealth Management November 2011 - October 2013
Allstate Insurance/Brunke Insurance Group, Inc, 2008 - September 2011
National City Mortgage 2000 - 2008
JPMorgan Chase 1997 - 2000
TCF Bank 1996 - 1998
Education
Northern Illinois University 2002 — 2008
MBA, Finance
Winona State University 1989 — 1994
BS, Business Administration
David McAllester's PNC Wealth Management Experience November 2010 - Present
Job Assistant Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2010 - Present
National City Bank January 2008 - November 2010
National City Bank January 2007 - January 2008
Skills
Derivatives, Individual Stocks, Mutual Funds, ETFs, Portfolio Management, Investment Advisory, High Net Worth..., Managed Money, Stocks, Asset Allocation, Equities, Financial Advisory, Investments, Options, Wealth Management
Education
Northwestern University of Continuing Studies 2009 — 2010
CFP coursework
Miami University 2002 — 2006
Bachelor of Arts (B.A.)
Saint Ignatius 1998 — 2002
PNC Wealth Management November 2010 - Present
National City Bank January 2008 - November 2010
National City Bank January 2007 - January 2008
Skills
Derivatives, Individual Stocks, Mutual Funds, ETFs, Portfolio Management, Investment Advisory, High Net Worth..., Managed Money, Stocks, Asset Allocation, Equities, Financial Advisory, Investments, Options, Wealth Management
Education
Northwestern University of Continuing Studies 2009 — 2010
CFP coursework
Miami University 2002 — 2006
Bachelor of Arts (B.A.)
Saint Ignatius 1998 — 2002
Marena Piccillo Marena Piccillo's PNC Wealth Management Experience August 2013 - Present
Job Trust Operations Support Accountant at PNC Wealth Management
Industry Accounting
Experience
PNC Wealth Management August 2013 - Present
M. Abraham Floor Coverings, LLC September 2011 - August 2013
Skills
Accounting, Finance, QuickBooks, Quantum, Textura, Problem Solving, Learning Quickly, Highly personable, Organization, Multi Tasking, Accounts Receivable, Certified Payroll, AIA billing, Submittals, Budget Monitoring, Management, SAP, Budgets, Microsoft Excel, Access, Outlook
Education
Wilkes University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Luzerne County Community College 2006 — 2011
Associate of Science (A.S.), Accounting
PNC Wealth Management August 2013 - Present
M. Abraham Floor Coverings, LLC September 2011 - August 2013
Skills
Accounting, Finance, QuickBooks, Quantum, Textura, Problem Solving, Learning Quickly, Highly personable, Organization, Multi Tasking, Accounts Receivable, Certified Payroll, AIA billing, Submittals, Budget Monitoring, Management, SAP, Budgets, Microsoft Excel, Access, Outlook
Education
Wilkes University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Luzerne County Community College 2006 — 2011
Associate of Science (A.S.), Accounting
Mike Zick's PNC Wealth Management Experience May 2012 - Present
Job Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2012 - Present
JPMorgan June 2004 - May 2012
Banc One Securities Corporation July 1997 - June 2004
NBD Bank July 1995 - July 1997
Education
Purdue University 1989 — 1993
B.S., Financial Planning
Trinity High School, Louisville, KY 1985 — 1989
PNC Wealth Management May 2012 - Present
JPMorgan June 2004 - May 2012
Banc One Securities Corporation July 1997 - June 2004
NBD Bank July 1995 - July 1997
Education
Purdue University 1989 — 1993
B.S., Financial Planning
Trinity High School, Louisville, KY 1985 — 1989
Vicki Hills's PNC Wealth Management Experience October 2014 - Present
Job Experienced Wealth Mgt. Professional*Strong customer service skills*Adept at internal/external communications
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
Maple Shade Schools September 2008 - June 2011
Woodbury Public Schools September 2006 - June 2008
Wachovia Bank, N.A. April 2001 - January 2006
Skills
Nonprofits, Leadership, Program Management, Strategic Planning, Project Management, Research, Public Speaking, Healthcare, Microsoft Office, Microsoft Word, PowerPoint
Education
Rowan University
Bachelor of Arts
Saint Joseph's University
21 Credits towards MBA
Northwestern University
National Graduate Trust School
Philadelphia Chamber of Commerce
Business on Board, Not for Profit Board Training
PNC Wealth Management October 2014 - Present
Maple Shade Schools September 2008 - June 2011
Woodbury Public Schools September 2006 - June 2008
Wachovia Bank, N.A. April 2001 - January 2006
Skills
Nonprofits, Leadership, Program Management, Strategic Planning, Project Management, Research, Public Speaking, Healthcare, Microsoft Office, Microsoft Word, PowerPoint
Education
Rowan University
Bachelor of Arts
Saint Joseph's University
21 Credits towards MBA
Northwestern University
National Graduate Trust School
Philadelphia Chamber of Commerce
Business on Board, Not for Profit Board Training
Graham Davidson Graham Davidson's PNC Wealth Management Experience March 2014 - Present
Job Vice President Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
PNC Wealth Management March 2014 - Present
Northern Trust February 2011 - March 2014
Raymond James Financial Inc. January 2009 - February 2011
Merrill Lynch October 2006 - January 2009
Golden Bear Realty International August 2005 - October 2006
Professional Athlete June 1997 - August 2005
Education
Mississippi State University 1995 — 1997
Psychology
Midland College 1993 — 1995
Business Administration and Management, General
Doug Breitenbach's PNC Wealth Management Experience September 2010 - October 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
PNC Wealth Management September 2010 - October 2013
PNC Financial Services Group, Inc. July 2009 - September 2010
PNC Bank May 2008 - July 2008
Skills
Financial Analysis, Loans, Financial Modeling, Credit, Portfolio Management, Accounting, Wealth Management, Sales, Credit Risk
Education
Miami University 2005 — 2009
Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
Finance
Merrill Lynch October 2013 - Present
PNC Wealth Management September 2010 - October 2013
PNC Financial Services Group, Inc. July 2009 - September 2010
PNC Bank May 2008 - July 2008
Skills
Financial Analysis, Loans, Financial Modeling, Credit, Portfolio Management, Accounting, Wealth Management, Sales, Credit Risk
Education
Miami University 2005 — 2009
Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
Finance
Larysa Smykovskaya's PNC Wealth Management Experience January 2013 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
Wells Fargo Private Bank January 2010 - February 2013
Wells Fargo 2008 - June 2010
Vanguard Group April 2005 - January 2008
Skills
Asset Allocation, Investment Management, High Net Worth..., Private Equity, Capital Markets, Retirement Planning, Financial Services, Wealth Management..., Bloomberg, Investment Strategies, Estate Planning, Wealth Management, Fixed Income, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS Finance, Finance
Stockton University 2004 — 2006
BS Business Management, International Business Management
Minski Dzjaržauny Lingvistyèny Universitet 1995 — 1999
BS, Linguistics. English and German
CFA Level II candidate
PNC Wealth Management January 2013 - Present
Wells Fargo Private Bank January 2010 - February 2013
Wells Fargo 2008 - June 2010
Vanguard Group April 2005 - January 2008
Skills
Asset Allocation, Investment Management, High Net Worth..., Private Equity, Capital Markets, Retirement Planning, Financial Services, Wealth Management..., Bloomberg, Investment Strategies, Estate Planning, Wealth Management, Fixed Income, Strategic Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS Finance, Finance
Stockton University 2004 — 2006
BS Business Management, International Business Management
Minski Dzjaržauny Lingvistyèny Universitet 1995 — 1999
BS, Linguistics. English and German
CFA Level II candidate
Jessica Gallagher's PNC Wealth Management Experience September 2008 - December 2009
Job Engagement Director at Huge
Industry Marketing and Advertising
Experience
Huge March 2015 - Present
Huge June 2014 - March 2015
Deep Focus October 2013 - June 2014
Havas Worldwide November 2012 - October 2013
G2 Worldwide May 2012 - November 2012
G2 Worldwide October 2011 - May 2012
Resolute Digital, LLC January 2010 - October 2011
PNC Wealth Management September 2008 - December 2009
PNC Financial Services June 2007 - August 2007
Skills
Social Media, Social Media Marketing, Account Management, Online Marketing, Digital Marketing, Online Advertising, Advertising, Google Analytics, PowerPoint, Microsoft Office, Word, Excel, Market Research, Marketing Strategy, Strategic Planning, Wordpress, Financial Analysis, Integrated Marketing, Digital Strategy, Client Services, Digital Media, New Business Development, E-commerce, SEM, Analytics, Strategy, Management, Competitive Analysis, Creative Direction, Mobile Marketing, B2B, Interactive Marketing, User Experience, Interactive Advertising, Marketing, Marketing Communications, CRM, Manage client..., Microsoft Excel
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration, Finance, 3.69
Upper Moreland 2000 — 2004
Huge March 2015 - Present
Huge June 2014 - March 2015
Deep Focus October 2013 - June 2014
Havas Worldwide November 2012 - October 2013
G2 Worldwide May 2012 - November 2012
G2 Worldwide October 2011 - May 2012
Resolute Digital, LLC January 2010 - October 2011
PNC Wealth Management September 2008 - December 2009
PNC Financial Services June 2007 - August 2007
Skills
Social Media, Social Media Marketing, Account Management, Online Marketing, Digital Marketing, Online Advertising, Advertising, Google Analytics, PowerPoint, Microsoft Office, Word, Excel, Market Research, Marketing Strategy, Strategic Planning, Wordpress, Financial Analysis, Integrated Marketing, Digital Strategy, Client Services, Digital Media, New Business Development, E-commerce, SEM, Analytics, Strategy, Management, Competitive Analysis, Creative Direction, Mobile Marketing, B2B, Interactive Marketing, User Experience, Interactive Advertising, Marketing, Marketing Communications, CRM, Manage client..., Microsoft Excel
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration, Finance, 3.69
Upper Moreland 2000 — 2004
Stuart Strasner, CFA Stuart Strasner, CFA's PNC Wealth Management Experience Investment counseling and portfolio management.Portfolio ManagerBNY Mellon Wealth ManagementAugust 1999 - May 2004
Job Portfolio Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management Investment counseling and portfolio management.Portfolio ManagerBNY Mellon Wealth ManagementAugust 1999 - May 2004
J.P. Morgan February 1998 - August 1999
Liberty Bank January 1988 - February 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Asset Managment, Hedge Funds, Retirement Planning, Alternative Investments, Strategic Financial..., High Net Worth..., Series 7, Equities, Equity Research, Investment Advisory, Investment Management, Bloomberg, Fixed Income, Estate Planning, Wealth Management..., Retirement, Financial Services, Private Banking, ETFs, Series 63, Trust Services, Capital Markets, Bloomberg Terminal, Derivatives, Equity Valuation, Private Equity, Valuation, Trading, Credit, Credit Analysis, Bonds, Financial Modeling, Loans, Financial Analysis, Trusts, Commercial Lending, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1982
Stonier School of Banking, Investments and Securities
Louisiana State University 1974 — 1977
Bachelor of Science (B.S.), Accounting
PNC Wealth Management Investment counseling and portfolio management.Portfolio ManagerBNY Mellon Wealth ManagementAugust 1999 - May 2004
J.P. Morgan February 1998 - August 1999
Liberty Bank January 1988 - February 1997
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Securities, Investment Strategies, Asset Managment, Hedge Funds, Retirement Planning, Alternative Investments, Strategic Financial..., High Net Worth..., Series 7, Equities, Equity Research, Investment Advisory, Investment Management, Bloomberg, Fixed Income, Estate Planning, Wealth Management..., Retirement, Financial Services, Private Banking, ETFs, Series 63, Trust Services, Capital Markets, Bloomberg Terminal, Derivatives, Equity Valuation, Private Equity, Valuation, Trading, Credit, Credit Analysis, Bonds, Financial Modeling, Loans, Financial Analysis, Trusts, Commercial Lending, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1982
Stonier School of Banking, Investments and Securities
Louisiana State University 1974 — 1977
Bachelor of Science (B.S.), Accounting
Annamaria Vitelli's PNC Wealth Management Experience 2009 - Present
Job Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2009 - Present
PNC Wealth Management 2007 - 2009
Vanguard 2005 - 2007
The Private Family Office 2002 - 2005
Cozen O'Connor 2000 - 2002
Fox Rothschild LLP 1999 - 2000
Arthur Andersen & Co. 1997 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Investments, Wealth, Tax, Wealth Management..., Finance, High Net Worth..., Mutual Funds, Retirement Planning, Strategic Financial..., Trusts
Education
Temple University - James E. Beasley School of Law 1997 — 1999
LL.M Tax
Temple University - James E. Beasley School of Law 1994 — 1997
JD
Loyola University Maryland 1990 — 1994
BBA, Accounting
PNC Wealth Management 2009 - Present
PNC Wealth Management 2007 - 2009
Vanguard 2005 - 2007
The Private Family Office 2002 - 2005
Cozen O'Connor 2000 - 2002
Fox Rothschild LLP 1999 - 2000
Arthur Andersen & Co. 1997 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Investments, Wealth, Tax, Wealth Management..., Finance, High Net Worth..., Mutual Funds, Retirement Planning, Strategic Financial..., Trusts
Education
Temple University - James E. Beasley School of Law 1997 — 1999
LL.M Tax
Temple University - James E. Beasley School of Law 1994 — 1997
JD
Loyola University Maryland 1990 — 1994
BBA, Accounting
Michael Basile, CFA Michael Basile, CFA's PNC Wealth Management Experience February 2010 - August 2013
Job Managing PrincipalMatune Basile Advisors
Industry Investment Management
Experience
Tse Financial January 2015 - Present
Matune Basile Advisors June 2013 - Present
Shenango Valley Ymca May 2013 - Present
PNC Wealth Management February 2010 - August 2013
FNB Investment Advisors September 2005 - February 2010
Victory Capital Management 2001 - 2005
Key Bank October 1996 - September 2001
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Bloomberg, Mutual Funds, Fixed Income, Equities, Risk Management, Asset Allocation, Options, Institutional, Trading, Alternative Investments, Derivatives, High Net Worth..., Endowments, Investment Management
Education
Ohio Northern University 1992 — 1996
BS Business Administration, Finance
Tse Financial January 2015 - Present
Matune Basile Advisors June 2013 - Present
Shenango Valley Ymca May 2013 - Present
PNC Wealth Management February 2010 - August 2013
FNB Investment Advisors September 2005 - February 2010
Victory Capital Management 2001 - 2005
Key Bank October 1996 - September 2001
Skills
Portfolio Management, Asset Management, Wealth Management, Investments, Bloomberg, Mutual Funds, Fixed Income, Equities, Risk Management, Asset Allocation, Options, Institutional, Trading, Alternative Investments, Derivatives, High Net Worth..., Endowments, Investment Management
Education
Ohio Northern University 1992 — 1996
BS Business Administration, Finance
Ashley Stegner Ashley Stegner's PNC Wealth Management Experience July 2013 - August 2014
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial August 2014 - Present
PNC Wealth Management July 2013 - August 2014
PNC February 2011 - July 2013
PNC October 2009 - February 2011
National City Bank July 2008 - October 2009
Skills
Banking, CRM, Loans, Management, Sales, Auditing, Customer Service, Strategy, Relationship Management, Microsoft Office, Marketing, Financial Analysis, Finance, Credit, Commercial Banking
Education
Ohio University 2004 — 2008
Organizational Communications, Marketing
Nationwide Financial August 2014 - Present
PNC Wealth Management July 2013 - August 2014
PNC February 2011 - July 2013
PNC October 2009 - February 2011
National City Bank July 2008 - October 2009
Skills
Banking, CRM, Loans, Management, Sales, Auditing, Customer Service, Strategy, Relationship Management, Microsoft Office, Marketing, Financial Analysis, Finance, Credit, Commercial Banking
Education
Ohio University 2004 — 2008
Organizational Communications, Marketing
Jacob Taylor Jacob Taylor's PNC Wealth Management Experience January 2013 - Present
Job Sr. Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
Vera Financial Solutions July 2010 - January 2013
J.P. Morgan January 1998 - July 2010
Education
Michigan State University 1995 — 1997
BA, Finance
PNC Wealth Management January 2013 - Present
Vera Financial Solutions July 2010 - January 2013
J.P. Morgan January 1998 - July 2010
Education
Michigan State University 1995 — 1997
BA, Finance
James Gauthier CFA James Gauthier CFA's PNC Wealth Management Experience January 2010 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2010 - Present
Legg Mason December 1999 - 2007
Alex Brown 1989 - 1999
Skills
Fixed Income, Private Banking, Estate Planning, Securities, Investment Management, Wealth Management..., Banking, Retirement, Bonds, Hedge Funds, Financial Advisory
Education
Chartered Financial Analyst Designation 1996 — 1999
CFA
Loyola University Maryland 1990 — 1992
Maasters of Science in Finance, Finance, General
Towson State University 1982 — 1986
BS in Economics and BS in Businesss Admin with concentration in Finance, Economics and Finance
PNC Wealth Management January 2010 - Present
Legg Mason December 1999 - 2007
Alex Brown 1989 - 1999
Skills
Fixed Income, Private Banking, Estate Planning, Securities, Investment Management, Wealth Management..., Banking, Retirement, Bonds, Hedge Funds, Financial Advisory
Education
Chartered Financial Analyst Designation 1996 — 1999
CFA
Loyola University Maryland 1990 — 1992
Maasters of Science in Finance, Finance, General
Towson State University 1982 — 1986
BS in Economics and BS in Businesss Admin with concentration in Finance, Economics and Finance
Cheryl Fritz Cheryl Fritz's PNC Wealth Management Experience June 2014 - Present
Job at
Industry Financial Services
Experience
PNC Wealth Management June 2014 - Present
PNC February 2006 - June 2014
KNBT August 2000 - November 2005
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Commercial Banking, Credit Analysis, Credit, Banking, SBA, Treasury Management, Commercial Mortgages, Mortgage Lending, Retail Banking, Merchant Services, Loan Origination, Portfolio Management, Treasury Services, Cross Selling, Cash Management, Relationship Management
Education
Muhlenberg College
Penn State University
PNC Wealth Management June 2014 - Present
PNC February 2006 - June 2014
KNBT August 2000 - November 2005
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Commercial Banking, Credit Analysis, Credit, Banking, SBA, Treasury Management, Commercial Mortgages, Mortgage Lending, Retail Banking, Merchant Services, Loan Origination, Portfolio Management, Treasury Services, Cross Selling, Cash Management, Relationship Management
Education
Muhlenberg College
Penn State University
Domini Allison's PNC Wealth Management Experience 2013 - 2015
Job Assistant Vice President, Business Development Officer at PNC Institutional Asset Management
Industry Financial Services
Experience
PNC Institutional Asset Management August 2015 - Present
PNC Wealth Management 2013 - 2015
USAA 2010 - 2013
San Antonio Citizens FCU 2008 - 2009
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Retirement, Investments, Fixed Annuities, Insurance, Banking, Series 7, Series 66
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2002
PNC Institutional Asset Management August 2015 - Present
PNC Wealth Management 2013 - 2015
USAA 2010 - 2013
San Antonio Citizens FCU 2008 - 2009
Skills
Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Retirement, Investments, Fixed Annuities, Insurance, Banking, Series 7, Series 66
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2002
Hope Landgraff Hope Landgraff's PNC Wealth Management Experience September 2004 - June 2012
Job Sr. Private Banker at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank June 2012 - Present
PNC Wealth Management September 2004 - June 2012
Comerica Bank 2000 - 2004
NBD 1987 - 1999
Skills
Commercial Lending, Estate Planning, Commercial Banking, Loans, Credit, Portfolio Management, Credit Analysis, Wealth Management, Banking, Finance, Cash Management, Financial Services, Investment Management, Asset Management, Alternative Investments
Education
Michigan State University
BS
University of Detroit Mercy
MBA
Wells Fargo Private Bank June 2012 - Present
PNC Wealth Management September 2004 - June 2012
Comerica Bank 2000 - 2004
NBD 1987 - 1999
Skills
Commercial Lending, Estate Planning, Commercial Banking, Loans, Credit, Portfolio Management, Credit Analysis, Wealth Management, Banking, Finance, Cash Management, Financial Services, Investment Management, Asset Management, Alternative Investments
Education
Michigan State University
BS
University of Detroit Mercy
MBA
Kristen Voorhees Kristen Voorhees's PNC Wealth Management Experience 1998 - 2004
Job Accounting Associate at Pietrinferno & Pietrinferno
Industry Accounting
Experience
Pietrinferno & Pietrinferno 2004 - Present
PNC Wealth Management 1998 - 2004
CoreStates Bank, N.A. 1996 - 1998
Education
Michigan State University 1992 — 1996
Villa Victoria Academy 1988 — 1992
Pietrinferno & Pietrinferno 2004 - Present
PNC Wealth Management 1998 - 2004
CoreStates Bank, N.A. 1996 - 1998
Education
Michigan State University 1992 — 1996
Villa Victoria Academy 1988 — 1992
Hortencia Hernandes's PNC Wealth Management Experience November 2013 - Present
Job Sales/Service Specialist Coordinator II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2013 - Present
PNC Bank October 2010 - November 2013
PNC Bank November 2009 - October 2010
PNC Bank February 2008 - November 2009
Nordstrom May 2005 - February 2008
Skills
Sales, Sales Management, Retail Banking, Customer Service, Microsoft Excel, Lotus Notes, PowerPoint, Retail, Cash Management, Merchandising, Branch Banking, Data Entry, Banking, Finance, Loans, Telephone Skills, Deposits, Marketing, Customer Experience, Credit, Customer Satisfaction, Financial Services, Coaching, Research, Social Media, Microsoft Office, Portfolio Management, Financial Analysis
Education
Northern Virginia Community College 2013 — 2015
Associate of Applied Science, Marketing/ Marketing
Northern Virginia Community College 2012 — 2014
Associate of applied science, Marketing/International Marketing
PNC Wealth Management November 2013 - Present
PNC Bank October 2010 - November 2013
PNC Bank November 2009 - October 2010
PNC Bank February 2008 - November 2009
Nordstrom May 2005 - February 2008
Skills
Sales, Sales Management, Retail Banking, Customer Service, Microsoft Excel, Lotus Notes, PowerPoint, Retail, Cash Management, Merchandising, Branch Banking, Data Entry, Banking, Finance, Loans, Telephone Skills, Deposits, Marketing, Customer Experience, Credit, Customer Satisfaction, Financial Services, Coaching, Research, Social Media, Microsoft Office, Portfolio Management, Financial Analysis
Education
Northern Virginia Community College 2013 — 2015
Associate of Applied Science, Marketing/ Marketing
Northern Virginia Community College 2012 — 2014
Associate of applied science, Marketing/International Marketing
Kathleen Beck Kathleen Beck's PNC Wealth Management Experience September 2006 - May 2014
Job Regional Sales Manager at Susquehanna Wealth Management
Industry Investment Management
Experience
Valley Forge Asset Management a wholly owned subsidiary of Susquehanna Bank May 2014 - Present
PNC Wealth Management September 2006 - May 2014
J.P. Morgan Private Banking March 1998 - September 2006
T. Rowe Price September 1994 - March 1998
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Alternative Investments, Retirement Planning, Loans, Equities, Fixed Income, Strategic Financial...
Education
Loyola College in Maryland 1996 — 1998
MBA, Marketing
University of Baltimore 1991 — 1993
Bachelor of Science, Marketing
Valley Forge Asset Management a wholly owned subsidiary of Susquehanna Bank May 2014 - Present
PNC Wealth Management September 2006 - May 2014
J.P. Morgan Private Banking March 1998 - September 2006
T. Rowe Price September 1994 - March 1998
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Alternative Investments, Retirement Planning, Loans, Equities, Fixed Income, Strategic Financial...
Education
Loyola College in Maryland 1996 — 1998
MBA, Marketing
University of Baltimore 1991 — 1993
Bachelor of Science, Marketing
Collins Katterfield's PNC Wealth Management Experience September 2015 - Present
Job AVP, Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2015 - Present
PNC Wealth Management September 2013 - Present
PNC Wealth Management November 2010 - September 2013
First Presbyterian Church of Orlando January 2010 - November 2010
Brooksby Village June 2007 - March 2009
Skills
Business Development, Banking, Relationship Management, Account Management, Sales, Financial Analysis, Marketing, Investments, Loans, Leadership, Credit, Small Business Lending, Insurance
Education
New England College 2008 — 2009
Graduate, Management
The University of Georgia 2003 — 2006
BA, Speech Communication
PNC Wealth Management September 2015 - Present
PNC Wealth Management September 2013 - Present
PNC Wealth Management November 2010 - September 2013
First Presbyterian Church of Orlando January 2010 - November 2010
Brooksby Village June 2007 - March 2009
Skills
Business Development, Banking, Relationship Management, Account Management, Sales, Financial Analysis, Marketing, Investments, Loans, Leadership, Credit, Small Business Lending, Insurance
Education
New England College 2008 — 2009
Graduate, Management
The University of Georgia 2003 — 2006
BA, Speech Communication
Erica Rosser Erica Rosser's PNC Wealth Management Experience May 1993 - Present
Job Loan Analyst II at PNC Wealth Management
Industry Financial Services
Experience
PNC Investments May 1993 - Present
PNC Wealth Management May 1993 - Present
Skills
Loans, Portfolio Management, Investments, Banking, Credit, Commercial Lending, Wealth Management, Investment Advisory, Mortgage Lending, Credit Analysis, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Analysis, Team Building, Social Networking, Customer Service, Public Speaking, Leadership
Education
Point Park University 2004 — 2005
PNC Investments May 1993 - Present
PNC Wealth Management May 1993 - Present
Skills
Loans, Portfolio Management, Investments, Banking, Credit, Commercial Lending, Wealth Management, Investment Advisory, Mortgage Lending, Credit Analysis, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Management, Financial Planning, Finance, Financial Analysis, Team Building, Social Networking, Customer Service, Public Speaking, Leadership
Education
Point Park University 2004 — 2005
Ashley Crider Ashley Crider's PNC Wealth Management Experience November 2012 - Present
Job Sales & Service Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2012 - Present
PNC 2009 - 2014
RBC February 2009 - 2012
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Wealth Management, Relationship Management, Cross Selling, Financial Services, Lines Of Credit, Risk Management, Small Business Lending
Education
St. Petersburg College 2015 — 2018
Bachelor’s Degree, Business Administration
Florida Bankers Association, Trust and Wealth Management School 2013 — 2015
Trust Administration
Nash Community College 2007 — 2010
Associate's degree, Business Administraton
Crystal River High School 1999 — 2002
PNC Wealth Management November 2012 - Present
PNC 2009 - 2014
RBC February 2009 - 2012
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Wealth Management, Relationship Management, Cross Selling, Financial Services, Lines Of Credit, Risk Management, Small Business Lending
Education
St. Petersburg College 2015 — 2018
Bachelor’s Degree, Business Administration
Florida Bankers Association, Trust and Wealth Management School 2013 — 2015
Trust Administration
Nash Community College 2007 — 2010
Associate's degree, Business Administraton
Crystal River High School 1999 — 2002
Amber La Valle Amber La Valle's PNC Wealth Management Experience July 2012 - Present
Job PNC Wealth Management Division
Industry Financial Services
Experience
PNC Wealth Management July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank N.A. May 2008 - July 2010
Wachovia Mortgage Corporation June 2007 - May 2008
Skills
•Well-developed..., •Excellent..., • Comfortable working..., • Energetic,..., • Proficient in Windows..., Mortgage Lending, Finance, Management, Loans, Investments, Training, Microsoft Office, Selling, Sales Management, Sales, Banking, Financial Analysis, Analysis
Education
Penn State University 2003 — 2007
Bachelor of Science in Business Marketing, Business, Management, Marketing, and Related Support Services
PNC Wealth Management July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank N.A. May 2008 - July 2010
Wachovia Mortgage Corporation June 2007 - May 2008
Skills
•Well-developed..., •Excellent..., • Comfortable working..., • Energetic,..., • Proficient in Windows..., Mortgage Lending, Finance, Management, Loans, Investments, Training, Microsoft Office, Selling, Sales Management, Sales, Banking, Financial Analysis, Analysis
Education
Penn State University 2003 — 2007
Bachelor of Science in Business Marketing, Business, Management, Marketing, and Related Support Services
Lisa A. Hibbs, J.D. Lisa A. Hibbs, J.D.'s PNC Wealth Management Experience 2009 - December 2010
Job Regional Trust Team Lead, Vice President, FirstMerit PrivateBank
Industry Banking
Experience
Pawsibilities, The Humane Society of Greater Akron September 2013 - Present
FirstMerit PrivateBank August 2013 - Present
Pawsibilities, The Humane Society of Greater Akron, Ohio February 2012 - Present
Pawsibilities, The Humane Society of Greater Akron January 2013 - September 2013
FirstMerit PrivateBank December 2010 - August 2013
PNC Wealth Management 2009 - December 2010
National City Bank, Private Client Group (now PNC Wealth Management) 2003 - 2009
Kaufmann & Kaufmann August 1998 - December 2003
Skills
Estate Planning, Trust and Estate..., Wealth Management, Estate Administration, Elder Law, Wealth Management..., Medicaid, Retirement Planning, Strategic Financial..., Asset Management, High Net Worth..., Trusts, Retirement, Financial Services, Risk Management, Wealth, Financial Advisory, Fiduciary, IRAs, Relationship Management, Trust Services, Estate Tax Planning, Estate Law, Trust Management, Wills, Financial Planning
Education
University of Akron School of Law 1995 — 1998
J.D.
Ohio University 1991 — 1994
B.S., Communication
Hudson High School 1986 — 1990
Pawsibilities, The Humane Society of Greater Akron September 2013 - Present
FirstMerit PrivateBank August 2013 - Present
Pawsibilities, The Humane Society of Greater Akron, Ohio February 2012 - Present
Pawsibilities, The Humane Society of Greater Akron January 2013 - September 2013
FirstMerit PrivateBank December 2010 - August 2013
PNC Wealth Management 2009 - December 2010
National City Bank, Private Client Group (now PNC Wealth Management) 2003 - 2009
Kaufmann & Kaufmann August 1998 - December 2003
Skills
Estate Planning, Trust and Estate..., Wealth Management, Estate Administration, Elder Law, Wealth Management..., Medicaid, Retirement Planning, Strategic Financial..., Asset Management, High Net Worth..., Trusts, Retirement, Financial Services, Risk Management, Wealth, Financial Advisory, Fiduciary, IRAs, Relationship Management, Trust Services, Estate Tax Planning, Estate Law, Trust Management, Wills, Financial Planning
Education
University of Akron School of Law 1995 — 1998
J.D.
Ohio University 1991 — 1994
B.S., Communication
Hudson High School 1986 — 1990
Chris Staples's PNC Wealth Management Experience May 2005 - December 2011
Job Wealth Planning and Tax Professional
Industry Financial Services
Experience
Hilliard Lyons Trust Company June 2014 - Present
PNC Wealth Management May 2005 - December 2011
Fifth Third Bank April 2002 - April 2005
Skills
Trusts, High Net Worth..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial...
Education
Louis D. Brandeis School of Law at the University of Louisville 1994 — 1997
JD, Law
Northern Kentucky University 1990 — 1994
BS, Accounting
Hilliard Lyons Trust Company June 2014 - Present
PNC Wealth Management May 2005 - December 2011
Fifth Third Bank April 2002 - April 2005
Skills
Trusts, High Net Worth..., Wealth Management, Estate Planning, Retirement Planning, Strategic Financial...
Education
Louis D. Brandeis School of Law at the University of Louisville 1994 — 1997
JD, Law
Northern Kentucky University 1990 — 1994
BS, Accounting
Jennifer Suttles, JD/MBA Jennifer Suttles, JD/MBA's PNC Wealth Management Experience April 2011 - Present
Job Vice President & Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management April 2011 - Present
Fifth Third Bank April 2009 - April 2011
Fifth Third Bank August 2006 - April 2009
Fifth Third Bank March 2005 - August 2006
PNC Bank August 1997 - February 2005
Skills
Estate Planning, Trust Services, Private Banking, Compliance, Strategic Financial..., Asset Managment, Tax Law, Asset Management, Financial Analysis, Relationship Management, Teamwork, Investment Management, Wealth Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
JD, Law
Northern Kentucky University 2001 — 2005
MBA, Project Management
University of Cincinnati 1993 — 1997
BFA, College Conservatory of Music
PNC Wealth Management April 2011 - Present
Fifth Third Bank April 2009 - April 2011
Fifth Third Bank August 2006 - April 2009
Fifth Third Bank March 2005 - August 2006
PNC Bank August 1997 - February 2005
Skills
Estate Planning, Trust Services, Private Banking, Compliance, Strategic Financial..., Asset Managment, Tax Law, Asset Management, Financial Analysis, Relationship Management, Teamwork, Investment Management, Wealth Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
JD, Law
Northern Kentucky University 2001 — 2005
MBA, Project Management
University of Cincinnati 1993 — 1997
BFA, College Conservatory of Music
Pierre Vogelbacher Pierre Vogelbacher's PNC Wealth Management Experience February 2011 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2011 - Present
Harper, Kynes, Geller, Greenleaf, Vogelbacher & Frayman, P.A. June 2000 - February 2011
Skills
Estate Planning, Estate Tax Planning, Financial Analysis, Personal Financial..., Asset Protection, Charitable Trusts, Trust Services, Wealth Management..., Wealth Preservation..., Tax Law, Corporate Law, Mergers, Business Law, Wealth, Financial Advisory, Banking, Mergers & Acquisitions, Business Planning, Commercial Litigation, High Net Worth..., Financial Planners, Financial Services, Finance, Investment Management, Tax, Financial Planning
Education
University of Miami School of Law 1999 — 2000
LL.M., Masters of Laws in Taxation
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
J.D.
University of Florida 1991 — 1995
B.A., Economics
Rollins College 1990 — 1991
Liberal Arts and Sciences, General Studies and Humanities
Trinity Preparatory School 1984 — 1990
High School Diploma
PNC Wealth Management February 2011 - Present
Harper, Kynes, Geller, Greenleaf, Vogelbacher & Frayman, P.A. June 2000 - February 2011
Skills
Estate Planning, Estate Tax Planning, Financial Analysis, Personal Financial..., Asset Protection, Charitable Trusts, Trust Services, Wealth Management..., Wealth Preservation..., Tax Law, Corporate Law, Mergers, Business Law, Wealth, Financial Advisory, Banking, Mergers & Acquisitions, Business Planning, Commercial Litigation, High Net Worth..., Financial Planners, Financial Services, Finance, Investment Management, Tax, Financial Planning
Education
University of Miami School of Law 1999 — 2000
LL.M., Masters of Laws in Taxation
Nova Southeastern University Shepard Broad College of Law 1996 — 1999
J.D.
University of Florida 1991 — 1995
B.A., Economics
Rollins College 1990 — 1991
Liberal Arts and Sciences, General Studies and Humanities
Trinity Preparatory School 1984 — 1990
High School Diploma
Tom Erffmeyer CFP® Tom Erffmeyer CFP®'s PNC Wealth Management Experience December 2011 - Present
Job
Industry Executive Office
Experience
PNC Wealth Management December 2011 - Present
Education
College for Financial Planning
CFP(R)
Northwestern University 1974 — 1981
B.A., M.A., Ph.D.
PNC Wealth Management December 2011 - Present
Education
College for Financial Planning
CFP(R)
Northwestern University 1974 — 1981
B.A., M.A., Ph.D.
Barbara Fisher Farmer, CFP® Barbara Fisher Farmer, CFP®'s PNC Wealth Management Experience September 2012 - Present
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
PNC Wealth Management September 2012 - Present
JPMorgan Private Bank May 2005 - July 2012
JPMorgan Retirement Plan Services December 2001 - May 2005
Yesmail.com July 1996 - May 2001
Star Bank (U.S. Bank) April 1993 - July 1996
Morgan Stanley April 1987 - April 1993
Education
Miami University
Bachelors
Patricia McCrossan Patricia McCrossan's PNC Wealth Management Experience September 1997 - January 2000
Job Branding, Advertising and Marketing
Industry Marketing and Advertising
Experience
InstaMed April 2015 - Present
Philadelphia AMA (PAMA) May 2013 - Present
Mangos Full Service Advertising Agency May 2012 - April 2015
Sun National Bank April 2009 - February 2011
GenSpring Family Offices January 2007 - October 2008
Glenmede Trust Company January 2000 - January 2007
PNC Wealth Management September 1997 - January 2000
Wells Fargo 1980 - 1998
Wachovia (Formerly First Union) Wealth Management June 1980 - September 1997
Skills
Marketing Communications, Marketing, Strategic Planning, Advertising, CRM, Public Relations, Business Development, SEO, Lead Generation, Content Development, Higher Education, Marketing Strategy, Social Media, Direct Marketing, Social Media Marketing, New Business Development, Digital Marketing, Online Advertising, Integrated Marketing, Event Planning, Website Development, Strategy, Leadership, Digital Media, B2B, Budgets, Entrepreneurship, Client Representation, Event Management, Investments, Online Marketing, Management, Brand Development, Market Research, Segmentation, Brand Management, Digital Strategy, Financial Services, Strategic Partnerships, Media Planning, Email Marketing, Interactive Marketing, Mobile Marketing, Corporate Branding, Copywriting, SEM, Market Planning, B2B Marketing, Relationship Marketing, Direct Mail
Education
Penn State University 1976 — 1980
Bachelor’s Degree
Ridley High School
InstaMed April 2015 - Present
Philadelphia AMA (PAMA) May 2013 - Present
Mangos Full Service Advertising Agency May 2012 - April 2015
Sun National Bank April 2009 - February 2011
GenSpring Family Offices January 2007 - October 2008
Glenmede Trust Company January 2000 - January 2007
PNC Wealth Management September 1997 - January 2000
Wells Fargo 1980 - 1998
Wachovia (Formerly First Union) Wealth Management June 1980 - September 1997
Skills
Marketing Communications, Marketing, Strategic Planning, Advertising, CRM, Public Relations, Business Development, SEO, Lead Generation, Content Development, Higher Education, Marketing Strategy, Social Media, Direct Marketing, Social Media Marketing, New Business Development, Digital Marketing, Online Advertising, Integrated Marketing, Event Planning, Website Development, Strategy, Leadership, Digital Media, B2B, Budgets, Entrepreneurship, Client Representation, Event Management, Investments, Online Marketing, Management, Brand Development, Market Research, Segmentation, Brand Management, Digital Strategy, Financial Services, Strategic Partnerships, Media Planning, Email Marketing, Interactive Marketing, Mobile Marketing, Corporate Branding, Copywriting, SEM, Market Planning, B2B Marketing, Relationship Marketing, Direct Mail
Education
Penn State University 1976 — 1980
Bachelor’s Degree
Ridley High School
Sam Ellington's PNC Wealth Management Experience December 2014 - Present
Job Senior Investment Advisor
Industry Investment Management
Experience
PNC Wealth Management December 2014 - Present
J. P. Morgan Private Bank January 2014 - October 2014
Mainstream Investment Advisers, LLC 2006 - November 2013
The Glenview Trust Company 2005 - 2006
INVESCO-NAM 2002 - 2005
Todd Investment Advisors January 1996 - January 2002
PNC November 1993 - January 1996
Old National Bank 1988 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Strategic Planning, Wealth Management, Investment Management, Investment Advisory
Education
Murray State University 1984 — 1988
PNC Wealth Management December 2014 - Present
J. P. Morgan Private Bank January 2014 - October 2014
Mainstream Investment Advisers, LLC 2006 - November 2013
The Glenview Trust Company 2005 - 2006
INVESCO-NAM 2002 - 2005
Todd Investment Advisors January 1996 - January 2002
PNC November 1993 - January 1996
Old National Bank 1988 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Equities, Financial Modeling, Investments, Mutual Funds, Portfolio Management, Strategic Planning, Wealth Management, Investment Management, Investment Advisory
Education
Murray State University 1984 — 1988
Noah Swain Noah Swain's PNC Wealth Management Experience February 2015 - Present
Job Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2015 - Present
PNC Wealth Management June 2013 - February 2015
PNC Wealth Management August 2012 - June 2013
Michigan's Adventure May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Michigan's Adventure May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, Team Leadership, Finance, Investments, Credit, Banking, Analysis, Credit Risk, Private Banking, Asset Management, Wealth Management, Financial Services
Education
Spalding University 2014 — 2015
Accounting
Michigan State University 2008 — 2012
Bachelor's Degree, Finance, General
University of New South Wales
International Business
PNC Wealth Management February 2015 - Present
PNC Wealth Management June 2013 - February 2015
PNC Wealth Management August 2012 - June 2013
Michigan's Adventure May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Michigan's Adventure May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, Team Leadership, Finance, Investments, Credit, Banking, Analysis, Credit Risk, Private Banking, Asset Management, Wealth Management, Financial Services
Education
Spalding University 2014 — 2015
Accounting
Michigan State University 2008 — 2012
Bachelor's Degree, Finance, General
University of New South Wales
International Business
Stacey Harak-Pomeroy Stacey Harak-Pomeroy's PNC Wealth Management Experience August 2011 - January 2015
Job Business Banker/Vice President at PNC Bank
Industry Banking
Experience
PNC Bank January 2015 - Present
PNC Wealth Management August 2011 - January 2015
A division of PNC Bank August 2004 - August 2011
PNC Bank August 2004 - May 2005
Bank of New York April 2003 - May 2004
First Union Bank August 2001 - April 2003
Skills
Loans, Portfolio Management, Finance, Mortgage Lending, Credit, Retail Banking, Banking, Credit Risk, Investments, Wealth Management, Commercial Banking, Cash Management, Treasury Management, Underwriting, Cross Selling, Small Business Lending, Commercial Lending, Relationship Management
Education
Passaic County Community College 1985 — 1987
Business, Management, Marketing, and Related Support Services
PNC Bank January 2015 - Present
PNC Wealth Management August 2011 - January 2015
A division of PNC Bank August 2004 - August 2011
PNC Bank August 2004 - May 2005
Bank of New York April 2003 - May 2004
First Union Bank August 2001 - April 2003
Skills
Loans, Portfolio Management, Finance, Mortgage Lending, Credit, Retail Banking, Banking, Credit Risk, Investments, Wealth Management, Commercial Banking, Cash Management, Treasury Management, Underwriting, Cross Selling, Small Business Lending, Commercial Lending, Relationship Management
Education
Passaic County Community College 1985 — 1987
Business, Management, Marketing, and Related Support Services
Susan Murphy Susan Murphy's PNC Wealth Management Experience January 2013 - Present
Job Experienced Relationship Manager and Senior Trust Advisor
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
Mary Kay Independent Business Owner June 2009 - Present
Hawthorn, PNC Family Wealth Formerly Sterling August 2006 - January 2013
Private Client Group, National City September 1994 - August 2006
National City Bank September 1985 - September 1994
National City Bank September 1981 - September 1985
Skills
Relationship Management, Client Acquisition, Building Relationships, Client Communication, Problem Solving, Organizing, Customer Focus, Consulting, Social Media Marketing, Social Networking, Wealth Management, Trust Administration, Estate Planning, Financial Planning, Charitable Trusts, Private Foundations, Charity Events, Fundraising, Mentoring, Direct Sales, Marketing Strategy, Makeup Application, Skin Care Consulting, Trust, Strategic Financial..., New Business Development, Real Estate, Wealth Management..., Banking, High Net Worth..., Asset Management, Customer Acquisition, Makeup Artistry, Small Business, Credit, Wealth, Loans, Investments, Charity, Small Business Lending, Investment Management, Retirement Planning, Customer Service, Customer Satisfaction, Trusts
Education
Cannon Financial Institute 1994 — 2007
Wealth Management and Financial Planning
Notre Dame College 1983 — 1987
BA, Accounting
The Ohio State University 1974 — 1977
Nursing
PNC Wealth Management January 2013 - Present
Mary Kay Independent Business Owner June 2009 - Present
Hawthorn, PNC Family Wealth Formerly Sterling August 2006 - January 2013
Private Client Group, National City September 1994 - August 2006
National City Bank September 1985 - September 1994
National City Bank September 1981 - September 1985
Skills
Relationship Management, Client Acquisition, Building Relationships, Client Communication, Problem Solving, Organizing, Customer Focus, Consulting, Social Media Marketing, Social Networking, Wealth Management, Trust Administration, Estate Planning, Financial Planning, Charitable Trusts, Private Foundations, Charity Events, Fundraising, Mentoring, Direct Sales, Marketing Strategy, Makeup Application, Skin Care Consulting, Trust, Strategic Financial..., New Business Development, Real Estate, Wealth Management..., Banking, High Net Worth..., Asset Management, Customer Acquisition, Makeup Artistry, Small Business, Credit, Wealth, Loans, Investments, Charity, Small Business Lending, Investment Management, Retirement Planning, Customer Service, Customer Satisfaction, Trusts
Education
Cannon Financial Institute 1994 — 2007
Wealth Management and Financial Planning
Notre Dame College 1983 — 1987
BA, Accounting
The Ohio State University 1974 — 1977
Nursing
Michelle Froeschle Michelle Froeschle's PNC Wealth Management Experience October 2012 - Present
Job Portfolio Manager Private Wealth Management
Industry Investment Management
Experience
PNC Wealth Management October 2012 - Present
US Trust, Bank of America January 2007 - June 2012
Northern Trust July 2001 - January 2007
Susquehanna International Group June 2000 - September 2000
Goldman Sachs March 2000 - June 2000
First USA - Bank One June 1999 - September 1999
Skills
Investment Management, Investment Strategies, Investment Advisory, Equity Research, Fixed Income, Cash Flow Forecasting, Relationship Management, Asset Allocation, Manager Selection, Bloomberg, Reuters, Alternative Investments, Written & Oral..., Financial Markets, Financial Analysis, Economics, Political Science, Macroeconomics, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management & Strategy
Northwestern University 2005 — 2005
ABA Trust School
Northwestern University 1997 — 2001
Bachelor of Arts, Economics, Political Science
St. Viator High School 1993 — 1997
PNC Wealth Management October 2012 - Present
US Trust, Bank of America January 2007 - June 2012
Northern Trust July 2001 - January 2007
Susquehanna International Group June 2000 - September 2000
Goldman Sachs March 2000 - June 2000
First USA - Bank One June 1999 - September 1999
Skills
Investment Management, Investment Strategies, Investment Advisory, Equity Research, Fixed Income, Cash Flow Forecasting, Relationship Management, Asset Allocation, Manager Selection, Bloomberg, Reuters, Alternative Investments, Written & Oral..., Financial Markets, Financial Analysis, Economics, Political Science, Macroeconomics, Portfolio Management, Asset Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management & Strategy
Northwestern University 2005 — 2005
ABA Trust School
Northwestern University 1997 — 2001
Bachelor of Arts, Economics, Political Science
St. Viator High School 1993 — 1997
Lynn Beckwith Lynn Beckwith's PNC Wealth Management Experience January 2004 - July 2011
Job Senior Business Systems Analyst at Executive Health Resources
Industry Hospital & Health Care
Experience
Executive Health Resources June 2012 - Present
InvestEdge, Inc. January 2012 - July 2012
PNC Wealth Management January 2004 - July 2011
PNC Wealth Management January 1996 - December 2003
PNC Advisors June 1990 - December 1995
Skills
SQL, Business Analysis, Visio, Oracle, Requirements Analysis, Process Improvement, Microsoft SQL Server, Requirements Gathering, Testing, Analysis, Software Documentation, Project Management, PMP, Program Management, Management, Data Analysis, Vendor Management, Disaster Recovery, SharePoint, SDLC, Data Modeling, Access, Business Intelligence, Quality Assurance, Business Process...
Education
The University of Texas at Austin
BFA, Fine Atrs
Penn State University 2011 — 2011
BA Certificate, Business Analysis Certificate
Pennsylvania Academy of Fine Arts
Executive Health Resources June 2012 - Present
InvestEdge, Inc. January 2012 - July 2012
PNC Wealth Management January 2004 - July 2011
PNC Wealth Management January 1996 - December 2003
PNC Advisors June 1990 - December 1995
Skills
SQL, Business Analysis, Visio, Oracle, Requirements Analysis, Process Improvement, Microsoft SQL Server, Requirements Gathering, Testing, Analysis, Software Documentation, Project Management, PMP, Program Management, Management, Data Analysis, Vendor Management, Disaster Recovery, SharePoint, SDLC, Data Modeling, Access, Business Intelligence, Quality Assurance, Business Process...
Education
The University of Texas at Austin
BFA, Fine Atrs
Penn State University 2011 — 2011
BA Certificate, Business Analysis Certificate
Pennsylvania Academy of Fine Arts
Damon Gray, AIF(R), CIMA(R) Damon Gray, AIF(R), CIMA(R)'s PNC Wealth Management Experience March 2005 - May 2010
Job Managing Principal and Chief Compliance Officer
Industry Investment Management
Experience
Jura Investments August 2010 - Present
PNC Wealth Management March 2005 - May 2010
Corporation Service Company November 2002 - October 2004
TIAA-CREF March 2000 - June 2002
Vanguard February 1996 - March 2000
Vanguard January 1994 - February 1996
Vanguard March 1990 - January 1994
Skills
Asset Allocation, Asset Management, Investment Advisory, Institutional, 401k, Portfolio Management, Wealth Management, Financial Planning, Alternative Investments, Risk Management, Pensions, Hedge Funds, Asset Managment, Investment Management, Investments, Strategic Financial..., Strategy
Education
Penn State University 1999 — 2001
MS, Instructional Systems
Penn State University 1993 — 1995
MBA, Management
Penn State University 1985 — 1989
BA, History
Jura Investments August 2010 - Present
PNC Wealth Management March 2005 - May 2010
Corporation Service Company November 2002 - October 2004
TIAA-CREF March 2000 - June 2002
Vanguard February 1996 - March 2000
Vanguard January 1994 - February 1996
Vanguard March 1990 - January 1994
Skills
Asset Allocation, Asset Management, Investment Advisory, Institutional, 401k, Portfolio Management, Wealth Management, Financial Planning, Alternative Investments, Risk Management, Pensions, Hedge Funds, Asset Managment, Investment Management, Investments, Strategic Financial..., Strategy
Education
Penn State University 1999 — 2001
MS, Instructional Systems
Penn State University 1993 — 1995
MBA, Management
Penn State University 1985 — 1989
BA, History
Kent Rentschler, CFP®'s PNC Wealth Management Experience March 2015 - Present
Job Associate Wealth Planner at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2015 - Present
PNC September 2012 - February 2015
M&T Bank July 2011 - August 2012
M&T Bank July 2010 - May 2011
Northwestern Mutual April 2009 - December 2009
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's Degree, Finance
PNC Wealth Management March 2015 - Present
PNC September 2012 - February 2015
M&T Bank July 2011 - August 2012
M&T Bank July 2010 - May 2011
Northwestern Mutual April 2009 - December 2009
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's Degree, Finance
Shanelle M. Clark's PNC Wealth Management Experience January 2005 - Present
Job Associate Team Leader, Key Private Bank
Industry Financial Services
Experience
KeyBank February 2015 - Present
PNC Wealth Management January 2005 - Present
National City Bank November 1999 - November 2004
National City Bank December 1998 - October 1999
Department of the Army - Morale, Welfare and Recreation October 1995 - February 1998
Noritake China Corporation June 1994 - December 1994
Jindo Fur Salon December 1992 - June 1994
US Navy January 1987 - January 1991
Skills
Loans, Wealth Management, Credit, Banking, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Investments, Analysis, Asset Management, Credit Analysis, Equities, Finance, Risk Management, Wealth Management...
Education
Marian University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance / Marketing
KeyBank February 2015 - Present
PNC Wealth Management January 2005 - Present
National City Bank November 1999 - November 2004
National City Bank December 1998 - October 1999
Department of the Army - Morale, Welfare and Recreation October 1995 - February 1998
Noritake China Corporation June 1994 - December 1994
Jindo Fur Salon December 1992 - June 1994
US Navy January 1987 - January 1991
Skills
Loans, Wealth Management, Credit, Banking, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Asset Managment, Alternative Investments, Investments, Analysis, Asset Management, Credit Analysis, Equities, Finance, Risk Management, Wealth Management...
Education
Marian University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance / Marketing
David Dauchy, CFA David Dauchy, CFA's PNC Wealth Management Experience July 2011 - Present
Job Senior Investment Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management July 2011 - Present
Marshall & Ilsley Wealth Management Company March 2008 - July 2011
Marshall & Ilsley Wealth Management Company March 2008 - July 2011
Northwestern Mutual Wealth Management Company July 2004 - March 2008
Johnson Asset Management March 1998 - July 2004
Managed Futures Industry in New York and Chicago November 1989 - March 1998
Banque Indosuez 1994 - 1995
McGillian & Co. 1990 - 1994
Nanco 1985 - 1989
Skills
Asset Allocation, Option Analysis, Security & Manager..., Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Investment Management, Fixed Income, Equities
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Marketing and Finance
Loyola University Chicago 1985 — 1988
BBA, Economics
PNC Wealth Management July 2011 - Present
Marshall & Ilsley Wealth Management Company March 2008 - July 2011
Marshall & Ilsley Wealth Management Company March 2008 - July 2011
Northwestern Mutual Wealth Management Company July 2004 - March 2008
Johnson Asset Management March 1998 - July 2004
Managed Futures Industry in New York and Chicago November 1989 - March 1998
Banque Indosuez 1994 - 1995
McGillian & Co. 1990 - 1994
Nanco 1985 - 1989
Skills
Asset Allocation, Option Analysis, Security & Manager..., Wealth Management, Mutual Funds, Investments, Alternative Investments, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Investment Management, Fixed Income, Equities
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MBA, Marketing and Finance
Loyola University Chicago 1985 — 1988
BBA, Economics
Jason Hodlofski, MBA Jason Hodlofski, MBA's PNC Wealth Management Experience April 2014 - Present
Job Business Analyst I at PNC Financial Services
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
Burlington Coat Factory October 2013 - April 2014
Personal Investor & Portfolio Manager February 2008 - April 2014
Greendale, Inc. July 2010 - October 2013
Volkswagen of Langhorne January 2010 - August 2010
Garden State Property Restoration, LLC May 2009 - August 2009
Marion Bass Securities March 2008 - May 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
MBA
North Carolina State University 2008 — 2009
Bachelor of Science
PNC Wealth Management April 2014 - Present
Burlington Coat Factory October 2013 - April 2014
Personal Investor & Portfolio Manager February 2008 - April 2014
Greendale, Inc. July 2010 - October 2013
Volkswagen of Langhorne January 2010 - August 2010
Garden State Property Restoration, LLC May 2009 - August 2009
Marion Bass Securities March 2008 - May 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2012
MBA
North Carolina State University 2008 — 2009
Bachelor of Science
Larry J. Hickernell, Jr.'s PNC Wealth Management Experience May 2010 - February 2012
Job American Heritage Federal Credit Union
Industry Financial Services
Experience
American Heritage Federal Credit Union January 2015 - Present
TD October 2013 - January 2015
TD December 2012 - October 2013
Pennstar Bank February 2012 - November 2012
PNC Wealth Management May 2010 - February 2012
PNC Wealth Management February 2009 - May 2010
PNC August 2008 - February 2009
Starbucks 2003 - 2008
Starbucks 2003 - 2008
Vector Marketing April 2004 - May 2005
Skills
Formal Credit Training, Financial Statement..., Credit Analysis, Credit, Loans, Private Banking, Customer Service, Banking, Customer Relations, PowerPoint, Risk Management, Asset Management, Financial Analysis, Wealth Management, Compliance, Commercial Lending, Commercial Banking, Small Business Lending, Team Building, Sales, Portfolio Management, Small Business, Time Management, Selling, Training, Management, Financial Services, Analysis, New Business Development, Accounting, Retail Banking, Mortgage Lending, Lines Of Credit, Insurance, Investments, Mutual Funds, Finance, Consumer Lending, Public Speaking, Retirement Planning, Loan Origination
Education
DeSales University 2013 — 2015
Management, Business Administration and Management, General
Marywood University 2003 — 2008
Music Education
Scranton High School 1999 — 2003
Diploma, Honors Program
American Heritage Federal Credit Union January 2015 - Present
TD October 2013 - January 2015
TD December 2012 - October 2013
Pennstar Bank February 2012 - November 2012
PNC Wealth Management May 2010 - February 2012
PNC Wealth Management February 2009 - May 2010
PNC August 2008 - February 2009
Starbucks 2003 - 2008
Starbucks 2003 - 2008
Vector Marketing April 2004 - May 2005
Skills
Formal Credit Training, Financial Statement..., Credit Analysis, Credit, Loans, Private Banking, Customer Service, Banking, Customer Relations, PowerPoint, Risk Management, Asset Management, Financial Analysis, Wealth Management, Compliance, Commercial Lending, Commercial Banking, Small Business Lending, Team Building, Sales, Portfolio Management, Small Business, Time Management, Selling, Training, Management, Financial Services, Analysis, New Business Development, Accounting, Retail Banking, Mortgage Lending, Lines Of Credit, Insurance, Investments, Mutual Funds, Finance, Consumer Lending, Public Speaking, Retirement Planning, Loan Origination
Education
DeSales University 2013 — 2015
Management, Business Administration and Management, General
Marywood University 2003 — 2008
Music Education
Scranton High School 1999 — 2003
Diploma, Honors Program
Matthew Pruitt, CFP®'s PNC Wealth Management Experience January 2013 - Present
Job Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
PNC Wealth Management January 2010 - December 2012
Skills
Retirement Planning, Cash Flow Forecasting, Estate Planning, Financial Modeling, Strategic Financial..., Multi-generational..., Wealth Preservation..., Investment Strategies, Wealth Management, Wealth Management..., Investment Advisory, Financial Planning, Portfolio Management, Banking
Education
Purdue University 2004 — 2009
Bachelor's degree, Financial Planning and Counseling
PNC Wealth Management January 2013 - Present
PNC Wealth Management January 2010 - December 2012
Skills
Retirement Planning, Cash Flow Forecasting, Estate Planning, Financial Modeling, Strategic Financial..., Multi-generational..., Wealth Preservation..., Investment Strategies, Wealth Management, Wealth Management..., Investment Advisory, Financial Planning, Portfolio Management, Banking
Education
Purdue University 2004 — 2009
Bachelor's degree, Financial Planning and Counseling
Nils Vidal Nils Vidal's PNC Wealth Management Experience July 2014 - Present
Job Vice President | Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2014 - Present
Citi Private Bank June 2011 - July 2014
SunTrust Bank June 2010 - June 2011
Wachovia Bank December 2005 - June 2010
Education
Penn State University 2000 — 2004
PNC Wealth Management July 2014 - Present
Citi Private Bank June 2011 - July 2014
SunTrust Bank June 2010 - June 2011
Wachovia Bank December 2005 - June 2010
Education
Penn State University 2000 — 2004
Jason Weisser, CTFA's PNC Wealth Management Experience February 2015 - Present
Job Trust Advisor, Assistant Vice President at PNC
Industry Financial Services
Experience
PNC Wealth Management February 2015 - Present
PNC Wealth Management October 2012 - February 2015
PNC Wealth Management September 2011 - October 2012
Jones Lang LaSalle June 2010 - September 2011
The Honorable Nora Barry Fischer, U.S District Court October 2009 - April 2010
The Honorable R. Stanton Wettick January 2008 - May 2008
Sports Management Group Worldwide, Inc June 2007 - August 2007
Capitol Benefits February 2005 - August 2006
University of Maryland Athletic Department October 2004 - May 2006
Skills
Real Estate, Research, Estate Planning, Trusts, Wealth Management, Financial Analysis, Investments, Asset Management, Legal Writing, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Legal Research, Financial Planning
Education
University of Pittsburgh School of Law 2007 — 2009
J.D., Law
Michigan State University College of Law 2006 — 2007
J.D., Law
University of Maryland College Park 2002 — 2006
B.S., Business/Marketing
PNC Wealth Management February 2015 - Present
PNC Wealth Management October 2012 - February 2015
PNC Wealth Management September 2011 - October 2012
Jones Lang LaSalle June 2010 - September 2011
The Honorable Nora Barry Fischer, U.S District Court October 2009 - April 2010
The Honorable R. Stanton Wettick January 2008 - May 2008
Sports Management Group Worldwide, Inc June 2007 - August 2007
Capitol Benefits February 2005 - August 2006
University of Maryland Athletic Department October 2004 - May 2006
Skills
Real Estate, Research, Estate Planning, Trusts, Wealth Management, Financial Analysis, Investments, Asset Management, Legal Writing, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement Planning, Securities, Mutual Funds, Legal Research, Financial Planning
Education
University of Pittsburgh School of Law 2007 — 2009
J.D., Law
Michigan State University College of Law 2006 — 2007
J.D., Law
University of Maryland College Park 2002 — 2006
B.S., Business/Marketing
Jamie Smith, CTP Jamie Smith, CTP's PNC Wealth Management Experience November 2008 - January 2011
Job Treasury Management Officer at PNC
Industry Financial Services
Experience
PNC August 2012 - Present
PNC January 2011 - August 2012
PNC Wealth Management November 2008 - January 2011
PNC Wealth Management April 2008 - November 2008
Skills
Financial Analysis, Commercial Banking, Banking, Credit Analysis, Treasury Management
Education
Western Michigan University - Haworth College of Business 2009 — 2011
Masters in Business Administration, Management
Michigan State University 2005 — 2007
Bachelors, Finance, International Business
PNC August 2012 - Present
PNC January 2011 - August 2012
PNC Wealth Management November 2008 - January 2011
PNC Wealth Management April 2008 - November 2008
Skills
Financial Analysis, Commercial Banking, Banking, Credit Analysis, Treasury Management
Education
Western Michigan University - Haworth College of Business 2009 — 2011
Masters in Business Administration, Management
Michigan State University 2005 — 2007
Bachelors, Finance, International Business
Nathan Cobbs's PNC Wealth Management Experience September 2011 - October 2012
Job Managing Your Wealth, Securing Your Future
Industry Investment Management
Experience
Rotary International July 2015 - Present
Town of Chesterton May 2015 - Present
Harbour Trust & Investment Management Company October 2012 - Present
Purdue Alumni Association July 2012 - June 2015
PNC Wealth Management September 2011 - October 2012
Horizon Bank August 2007 - September 2011
Purdue Alumni Association August 2006 - June 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2003 - August 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Investment Management, Trust Management, Fiduciary Services, Retirement Planning, Investment Strategies, Wealth Management..., Financial Services, Asset Allocation, Mutual Funds, Wealth, Series 7, Asset Management, Retirement, Investment Advisory, Alternative Investments, Estate Planning, Private Banking, Valuation, High Net Worth..., Financial Planners, Financial Planning
Education
Purdue University 1999 — 2003
BS Economics, Economics, Finance, Accounting, Management
Chesterton High School 1996 — 1999
Rotary International July 2015 - Present
Town of Chesterton May 2015 - Present
Harbour Trust & Investment Management Company October 2012 - Present
Purdue Alumni Association July 2012 - June 2015
PNC Wealth Management September 2011 - October 2012
Horizon Bank August 2007 - September 2011
Purdue Alumni Association August 2006 - June 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2003 - August 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Investment Management, Trust Management, Fiduciary Services, Retirement Planning, Investment Strategies, Wealth Management..., Financial Services, Asset Allocation, Mutual Funds, Wealth, Series 7, Asset Management, Retirement, Investment Advisory, Alternative Investments, Estate Planning, Private Banking, Valuation, High Net Worth..., Financial Planners, Financial Planning
Education
Purdue University 1999 — 2003
BS Economics, Economics, Finance, Accounting, Management
Chesterton High School 1996 — 1999
Marc Cohen's PNC Wealth Management Experience September 2012 - September 2014
Job Executive Director at Hillel Milwaukee
Industry Nonprofit Organization Management
Experience
Hillel Milwaukee July 2015 - Present
The American Deposit Management Company September 2014 - February 2015
PNC Wealth Management September 2012 - September 2014
Wheaton Franciscan Healthcare December 2010 - September 2012
Congregation Shalom November 1993 - June 2010
Manpower Group 1988 - 1993
Corell Law Office 1986 - 1988
Alaska Repertory Theater 1985 - 1986
Skills
Non-profits, Marketing, Volunteer Management, Philanthropy, Fundraising, Capital Campaign..., Community Outreach, Leadership, Public Relations, Training, Management, Coaching, Strategic Planning, Team Building, Public Speaking, Customer Service, Leadership Development, Social Media Marketing, Human Resources, Social Networking, Microsoft Excel, Budgets, Nonprofits, Marketing Strategy, Event Management, Team Leadership, Healthcare, Marketing Communications, Event Planning, Small Business, Recruiting, Organizational..., Board Development, Strategy, PowerPoint, New Business Development, Negotiation, Project Management, Social Media, Contract Negotiation, Program Development, Grant Writing, Time Management, CRM, Operations Management, Employee Relations, Program Management, Employee Benefits, Grants, Finance
Education
Northern Illinois University 1982 — 1985
SCHOOL OF FINE ARTS; Master's, Fine Arts
Moravian College 1978 — 1982
Bachelor's, Sociology
Hillel Milwaukee July 2015 - Present
The American Deposit Management Company September 2014 - February 2015
PNC Wealth Management September 2012 - September 2014
Wheaton Franciscan Healthcare December 2010 - September 2012
Congregation Shalom November 1993 - June 2010
Manpower Group 1988 - 1993
Corell Law Office 1986 - 1988
Alaska Repertory Theater 1985 - 1986
Skills
Non-profits, Marketing, Volunteer Management, Philanthropy, Fundraising, Capital Campaign..., Community Outreach, Leadership, Public Relations, Training, Management, Coaching, Strategic Planning, Team Building, Public Speaking, Customer Service, Leadership Development, Social Media Marketing, Human Resources, Social Networking, Microsoft Excel, Budgets, Nonprofits, Marketing Strategy, Event Management, Team Leadership, Healthcare, Marketing Communications, Event Planning, Small Business, Recruiting, Organizational..., Board Development, Strategy, PowerPoint, New Business Development, Negotiation, Project Management, Social Media, Contract Negotiation, Program Development, Grant Writing, Time Management, CRM, Operations Management, Employee Relations, Program Management, Employee Benefits, Grants, Finance
Education
Northern Illinois University 1982 — 1985
SCHOOL OF FINE ARTS; Master's, Fine Arts
Moravian College 1978 — 1982
Bachelor's, Sociology
Mary Wingrove Mary Wingrove's PNC Wealth Management Experience January 2010 - August 2011
Job Certified Financial Planner at VALIC
Industry Financial Services
Experience
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
VALIC July 2013 - Present
Nationwide Financial January 2013 - June 2013
Allstate September 2011 - January 2013
PNC Wealth Management January 2010 - August 2011
Northwestern Mutual February 2009 - January 2010
AIG Retirement February 2005 - February 2009
National City Bank January 2002 - November 2004
UBS February 2000 - June 2001
PNC Financial Services Group April 1986 - November 1999
PNC Bank 1986 - 1999
Skills
Retirement Planning
Education
Mercyhurst College 1997 — 2003
Bachelor of Arts (B.A.), Business Management and Finance
McDowell
Jillian Clark Stull's PNC Wealth Management Experience April 2009 - June 2015
Job Associate Counsel at Peoples Bank
Industry Law Practice
Experience
Peoples Bank July 2015 - Present
PNC Wealth Management April 2009 - June 2015
Attorney, Jillian Clark Stull, Attorney at Law December 2008 - April 2009
Atherton & Associates December 2007 - December 2008
Eriksen Services May 2007 - December 2007
Jefferson County Attorney's Office January 2006 - May 2007
Hargadon Lenihan & Herrington May 2005 - January 2006
Skills
Personal Trust..., Client Relations, Client Development, Customer Retention, Trusts, Trust Management, IRAs, Mentoring, Training & Development, Litigation, Legal Research, Wills, Civil Litigation, Legal Assistance, Personal Injury, Criminal Law, Estate Planning, Trademarks, Depositions, Legal Issues, Commercial Litigation, Appeals, Legal Writing
Education
Louis D. Brandeis School of Law at the University of Louisville 2004 — 2007
J.D., Law
University of Louisville 2000 — 2004
B.A., summa cum laude, Political Science
Peoples Bank July 2015 - Present
PNC Wealth Management April 2009 - June 2015
Attorney, Jillian Clark Stull, Attorney at Law December 2008 - April 2009
Atherton & Associates December 2007 - December 2008
Eriksen Services May 2007 - December 2007
Jefferson County Attorney's Office January 2006 - May 2007
Hargadon Lenihan & Herrington May 2005 - January 2006
Skills
Personal Trust..., Client Relations, Client Development, Customer Retention, Trusts, Trust Management, IRAs, Mentoring, Training & Development, Litigation, Legal Research, Wills, Civil Litigation, Legal Assistance, Personal Injury, Criminal Law, Estate Planning, Trademarks, Depositions, Legal Issues, Commercial Litigation, Appeals, Legal Writing
Education
Louis D. Brandeis School of Law at the University of Louisville 2004 — 2007
J.D., Law
University of Louisville 2000 — 2004
B.A., summa cum laude, Political Science
William Garner William Garner's PNC Wealth Management Experience January 2015 - Present
Job Associate Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2015 - Present
PNC Wealth Management June 2014 - January 2015
PNC Corporate Banking June 2013 - August 2013
Skills
Microsoft Excel, Team Leadership, Social Media Marketing, Market Analysis, Company Presentations, PowerPoint, Business Strategy, Microsoft Word, Event Management, Business Development, Great Motivator, Customer Service, Data Mining, Leadership Development, Financial Modeling, Investments, Finance, Leadership, Asset Management
Education
Miami University 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Finance, General
Finneytown High School 2007 — 2010
High School Diploma, General Studies
PNC Wealth Management January 2015 - Present
PNC Wealth Management June 2014 - January 2015
PNC Corporate Banking June 2013 - August 2013
Skills
Microsoft Excel, Team Leadership, Social Media Marketing, Market Analysis, Company Presentations, PowerPoint, Business Strategy, Microsoft Word, Event Management, Business Development, Great Motivator, Customer Service, Data Mining, Leadership Development, Financial Modeling, Investments, Finance, Leadership, Asset Management
Education
Miami University 2010 — 2014
Bachelor of Fine Arts (B.F.A.), Finance, General
Finneytown High School 2007 — 2010
High School Diploma, General Studies
Priscilla Langlois Fonseca's PNC Wealth Management Experience November 2005 - Present
Job Associate Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2005 - Present
Ocwen Financial Corporation June 2002 - November 2005
Skills
Asset Allocation, Asset Management, Investment Advisory, Wealth Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Securities, Financial Analysis, Banking, Financial Services, Wealth Management..., Estate Planning, Investment Management, Relationship Management, Retirement Planning
Education
Palm Beach Atlantic University
Master of Business Administration (M.B.A.)
PNC Wealth Management November 2005 - Present
Ocwen Financial Corporation June 2002 - November 2005
Skills
Asset Allocation, Asset Management, Investment Advisory, Wealth Management, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Securities, Financial Analysis, Banking, Financial Services, Wealth Management..., Estate Planning, Investment Management, Relationship Management, Retirement Planning
Education
Palm Beach Atlantic University
Master of Business Administration (M.B.A.)
John Ventura John Ventura's PNC Wealth Management Experience May 2015 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2015 - Present
PNC Private Client Group October 2011 - May 2015
Wells Fargo Bank September 2010 - October 2011
Prudential Financial June 2007 - September 2010
SEI March 2007 - July 2007
Education
Penn State University 2002 — 2006
BS, Finance
PNC Wealth Management May 2015 - Present
PNC Private Client Group October 2011 - May 2015
Wells Fargo Bank September 2010 - October 2011
Prudential Financial June 2007 - September 2010
SEI March 2007 - July 2007
Education
Penn State University 2002 — 2006
BS, Finance
Eric Goff, MBA's PNC Wealth Management Experience July 2011 - Present
Job Service & Sales Associate at PNC Wealth Management
Industry Construction
Experience
Goff Club Collection May 2015 - Present
PNC Wealth Management July 2011 - Present
Deck Properties LLC 2001 - Present
Kenny's Electric Inc. 2000 - Present
WW Tax Service April 2009 - July 2009
JP Morgan Chase April 2007 - April 2009
Skills
Financial Analysis, Sales, Insurance, Real Estate, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Banking, PowerPoint, Management, Accounting, Time Management, Portfolio Management, Credit, Strategy, Leadership, Customer Satisfaction, Budgets, Auditing, Finance, Advertising, Investments
Education
Sullivan University 2012 — 2014
Master of Business Administration (M.B.A.), MBA+CPA, Summa Cum Laude
Northern Kentucky University—Salmon P. Chase College of Law 2004 — 2006
Law
Transylvania University 2000 — 2004
Accounting, Accounting and Business/Management
Lafayette High School 1996 — 2000
Goff Club Collection May 2015 - Present
PNC Wealth Management July 2011 - Present
Deck Properties LLC 2001 - Present
Kenny's Electric Inc. 2000 - Present
WW Tax Service April 2009 - July 2009
JP Morgan Chase April 2007 - April 2009
Skills
Financial Analysis, Sales, Insurance, Real Estate, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Customer Service, Strategic Planning, Banking, PowerPoint, Management, Accounting, Time Management, Portfolio Management, Credit, Strategy, Leadership, Customer Satisfaction, Budgets, Auditing, Finance, Advertising, Investments
Education
Sullivan University 2012 — 2014
Master of Business Administration (M.B.A.), MBA+CPA, Summa Cum Laude
Northern Kentucky University—Salmon P. Chase College of Law 2004 — 2006
Law
Transylvania University 2000 — 2004
Accounting, Accounting and Business/Management
Lafayette High School 1996 — 2000
Allison Puchala Allison Puchala's PNC Wealth Management Experience January 2014 - Present
Job Channel Development Advisor at PNC Bank
Industry Banking
Experience
PNC Wealth Management January 2014 - Present
PNC Financial Services Group August 2010 - December 2013
PNC Financial Services Group June 2009 - August 2010
Macy's May 2008 - August 2008
Skills
Customer Service, Event Management, Retail, Credit, Team Management, Banking, Management, Retail Banking, Coaching, Consumer Lending, Microsoft Excel, Sales, Microsoft Word, Loans, PowerPoint, Microsoft Office, Risk Management, Team Building, Leadership, Finance, Team Leadership, Time Management, Training
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Major: Finance, Minor: Economics
Seton High School 2001 — 2005
PNC Wealth Management January 2014 - Present
PNC Financial Services Group August 2010 - December 2013
PNC Financial Services Group June 2009 - August 2010
Macy's May 2008 - August 2008
Skills
Customer Service, Event Management, Retail, Credit, Team Management, Banking, Management, Retail Banking, Coaching, Consumer Lending, Microsoft Excel, Sales, Microsoft Word, Loans, PowerPoint, Microsoft Office, Risk Management, Team Building, Leadership, Finance, Team Leadership, Time Management, Training
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Major: Finance, Minor: Economics
Seton High School 2001 — 2005
Ryan Ziegler Ryan Ziegler's PNC Wealth Management Experience January 2014 - June 2015
Job MAcc Student at University of Pittsburgh
Industry Accounting
Experience
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC June 2012 - August 2012
PNC May 2011 - August 2011
PNC May 2010 - August 2010
Skills
Accounting, Financial Accounting, Cash Management, Finance, Banking, Credit, Microsoft Excel, Credit Risk, Cash Flow, Portfolio Management, Teamwork, Financial Services, Financial Risk, Loans, Investments, Asset Management, PowerPoint, Microsoft Office, Retail Banking, Customer Service, Microsoft Word, Wealth Management, Financial Reporting, Financial Analysis, Forecasting
Education
University of Pittsburgh 2015 — 2016
Master's degree, Accounting
Miami University 2009 — 2013
PNC Wealth Management January 2014 - June 2015
PNC Wealth Management June 2013 - January 2014
PNC June 2012 - August 2012
PNC May 2011 - August 2011
PNC May 2010 - August 2010
Skills
Accounting, Financial Accounting, Cash Management, Finance, Banking, Credit, Microsoft Excel, Credit Risk, Cash Flow, Portfolio Management, Teamwork, Financial Services, Financial Risk, Loans, Investments, Asset Management, PowerPoint, Microsoft Office, Retail Banking, Customer Service, Microsoft Word, Wealth Management, Financial Reporting, Financial Analysis, Forecasting
Education
University of Pittsburgh 2015 — 2016
Master's degree, Accounting
Miami University 2009 — 2013
Andrew Giddens's PNC Wealth Management Experience October 2013 - Present
Job Vice President, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
BB&T September 2004 - October 2013
Education
North Carolina State University 1998 — 2002
BA Political Science, American Government and Politics (United States)
PNC Wealth Management October 2013 - Present
BB&T September 2004 - October 2013
Education
North Carolina State University 1998 — 2002
BA Political Science, American Government and Politics (United States)
Joseph Waitz's PNC Wealth Management Experience May 2011 - March 2015
Job Loan Officer
Industry Financial Services
Experience
PNC Mortgage March 2015 - Present
PNC Wealth Management May 2011 - March 2015
Wachovia Bank December 2003 - April 2011
First Union National Bank January 2000 - November 2003
Felipe Gregorio 1996 - 1999
Prudential Real Estate Professionals 1990 - 1996
Shafran Companies 1985 - 1990
Skills
Banking, Portfolio Management, Investments, Credit, Private Banking, Loans, Retail Banking, Retirement Planning, Financial Services, Strategic Financial..., Mortgage Lending, Consumer Lending, Commercial Lending, Investment Advisory, Commercial Banking, Financial Planning, Credit Analysis, Finance, Wealth Management
Education
Nova Southeastern University 1978 — 1981
Bachelor of Science (BS), Communication and Media Studies
Friends Select School, Philadelphia, PA 1972 — 1978
PNC Mortgage March 2015 - Present
PNC Wealth Management May 2011 - March 2015
Wachovia Bank December 2003 - April 2011
First Union National Bank January 2000 - November 2003
Felipe Gregorio 1996 - 1999
Prudential Real Estate Professionals 1990 - 1996
Shafran Companies 1985 - 1990
Skills
Banking, Portfolio Management, Investments, Credit, Private Banking, Loans, Retail Banking, Retirement Planning, Financial Services, Strategic Financial..., Mortgage Lending, Consumer Lending, Commercial Lending, Investment Advisory, Commercial Banking, Financial Planning, Credit Analysis, Finance, Wealth Management
Education
Nova Southeastern University 1978 — 1981
Bachelor of Science (BS), Communication and Media Studies
Friends Select School, Philadelphia, PA 1972 — 1978
Steve Moore's PNC Wealth Management Experience October 2010 - April 2012
Job Director of Philanthropy, School of Business
Industry Higher Education
Experience
Wayne State University March 2014 - Present
Wayne State University, Division of Development and Alumni Affairs December 2012 - March 2014
PNC Wealth Management October 2010 - April 2012
Fifth Third Bank March 2007 - October 2010
LaSalle Bank June 1991 - March 2007
Michigan National Bank 1991 - 2000
First Federal Savings Bank & Trust September 1980 - June 1991
Skills
Wealth Management, Investments, Investment Management, Wealth, Trust Services, Financial Services, Banking, Estate Planning, Portfolio Management, Leadership, Strategic Financial..., Trusts, Mergers & Acquisitions, Financial Advisory, Fundraising, Charitable Trusts, Planned Giving, Finance, Wealth Management..., Retirement Planning, Charitable Gift Planning, Nonprofits, Risk Management, Asset Management, Asset Managment, Strategy, High Net Worth..., Investment Advisory, Investment Strategies, Relationship Management, Private Banking, Retirement, Business Development, Securities, Loans, Credit, Asset Allocation, Mutual Funds, Alternative Investments, Management, Small Business Lending, Trust Management, Commercial Lending, Mortgage Lending, Financial Planning, Private Wealth..., Wealth Transfer Planning, Succession Planning, Philanthropy, Wealth Transfer
Education
Olivet Nazarene University 1975 — 1980
BS, Rel. Education, Business Admin.
Wayne State University March 2014 - Present
Wayne State University, Division of Development and Alumni Affairs December 2012 - March 2014
PNC Wealth Management October 2010 - April 2012
Fifth Third Bank March 2007 - October 2010
LaSalle Bank June 1991 - March 2007
Michigan National Bank 1991 - 2000
First Federal Savings Bank & Trust September 1980 - June 1991
Skills
Wealth Management, Investments, Investment Management, Wealth, Trust Services, Financial Services, Banking, Estate Planning, Portfolio Management, Leadership, Strategic Financial..., Trusts, Mergers & Acquisitions, Financial Advisory, Fundraising, Charitable Trusts, Planned Giving, Finance, Wealth Management..., Retirement Planning, Charitable Gift Planning, Nonprofits, Risk Management, Asset Management, Asset Managment, Strategy, High Net Worth..., Investment Advisory, Investment Strategies, Relationship Management, Private Banking, Retirement, Business Development, Securities, Loans, Credit, Asset Allocation, Mutual Funds, Alternative Investments, Management, Small Business Lending, Trust Management, Commercial Lending, Mortgage Lending, Financial Planning, Private Wealth..., Wealth Transfer Planning, Succession Planning, Philanthropy, Wealth Transfer
Education
Olivet Nazarene University 1975 — 1980
BS, Rel. Education, Business Admin.
Scott Robbins Scott Robbins's PNC Wealth Management Experience September 2014 - Present
Job Assistant Vice President Wealth Planner
Industry Financial Services
Experience
PNC Wealth Management September 2014 - Present
Shea, Aiello & Doxsie, PLLC May 2012 - September 2014
Levy & Associates, Inc September 2011 - May 2012
Wayne County Prosecutor's Office May 2010 - September 2011
Skills
Estate Planning, Trusts, Wills, Legal Research, Legal Writing, Westlaw, Courts, Settlement, Negotiation, Litigation, Tax Resolution, Tax, Bankruptcy, Motions, Powers of Attorney, Mediation
Education
Thomas M. Cooley Law School 2007 — 2010
Juris Doctorate, Law
Michigan State University 2002 — 2006
Bachelor of Science, Kinesiology
PNC Wealth Management September 2014 - Present
Shea, Aiello & Doxsie, PLLC May 2012 - September 2014
Levy & Associates, Inc September 2011 - May 2012
Wayne County Prosecutor's Office May 2010 - September 2011
Skills
Estate Planning, Trusts, Wills, Legal Research, Legal Writing, Westlaw, Courts, Settlement, Negotiation, Litigation, Tax Resolution, Tax, Bankruptcy, Motions, Powers of Attorney, Mediation
Education
Thomas M. Cooley Law School 2007 — 2010
Juris Doctorate, Law
Michigan State University 2002 — 2006
Bachelor of Science, Kinesiology
Rick Rubin, CFA Rick Rubin, CFA's PNC Wealth Management Experience February 2009 - April 2015
Job Portfolio Manager at Hardesty Capital Management
Industry Financial Services
Experience
Hardesty Capital Management April 2015 - Present
PNC Wealth Management February 2009 - April 2015
PNC Advisors June 2003 - February 2009
Legg Mason December 1998 - June 2003
USF&G Realty Advisors 1996 - 1998
C.W. Amos & Company, LLC June 1993 - August 1996
Skills
Portfolio Management, High Net Worth..., Investment Advisory, Investments, Accounting, CPA
Education
Loyola University Maryland 1997 — 1998
Master of Business Administration (MBA), Finance, General
Towson University 1989 — 1993
Bachelor of Science (BS), Accounting
RHS
Hardesty Capital Management April 2015 - Present
PNC Wealth Management February 2009 - April 2015
PNC Advisors June 2003 - February 2009
Legg Mason December 1998 - June 2003
USF&G Realty Advisors 1996 - 1998
C.W. Amos & Company, LLC June 1993 - August 1996
Skills
Portfolio Management, High Net Worth..., Investment Advisory, Investments, Accounting, CPA
Education
Loyola University Maryland 1997 — 1998
Master of Business Administration (MBA), Finance, General
Towson University 1989 — 1993
Bachelor of Science (BS), Accounting
RHS
Scott Patterson CLU ChFC Scott Patterson CLU ChFC's PNC Wealth Management Experience July 2013 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2013 - Present
PNC Wealth Management September 2012 - July 2013
Wells Fargo Advisors March 2010 - September 2012
John Hancock (Manulife Financial) March 1998 - February 2009
Education
University of Central Florida 1988 — 1991
Master of Science (MS), Taxation
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
PNC Wealth Management July 2013 - Present
PNC Wealth Management September 2012 - July 2013
Wells Fargo Advisors March 2010 - September 2012
John Hancock (Manulife Financial) March 1998 - February 2009
Education
University of Central Florida 1988 — 1991
Master of Science (MS), Taxation
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
Myron Oppenheimer Myron Oppenheimer's PNC Wealth Management Experience March 1999 - November 2014
Job Senior Investment Manager and Financial Consultant
Industry Financial Services
Experience
PNC Wealth Management March 1999 - November 2014
Bank of America March 1982 - March 1999
Mercantile Bank 1977 - March 1982
Skills
Portfolio Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Equities, Asset Managment, Investment Strategies, Alternative Investments, Strategic Financial..., Fixed Income, High Net Worth...
Education
Wharton School, University of Pennsylvania 1973 — 1977
batchelor of science, Economics
Loyola College in Maryland 1978 — 1981
Master of Business Administration (MBA), Finance, General
PNC Wealth Management March 1999 - November 2014
Bank of America March 1982 - March 1999
Mercantile Bank 1977 - March 1982
Skills
Portfolio Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Equities, Asset Managment, Investment Strategies, Alternative Investments, Strategic Financial..., Fixed Income, High Net Worth...
Education
Wharton School, University of Pennsylvania 1973 — 1977
batchelor of science, Economics
Loyola College in Maryland 1978 — 1981
Master of Business Administration (MBA), Finance, General
David Yovan, CPA David Yovan, CPA's PNC Wealth Management Experience February 2005 - October 2013
Job Vice President, Senior Investment Strategist Comerica Wealth Management
Industry Financial Services
Experience
Comerica Bank October 2013 - Present
Comerica Wealth Management 2013 - Present
PNC Wealth Management February 2005 - October 2013
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Risk Management, Banking, Investment Strategies
Education
Michigan State University
Bachelor of Science (B.S.), Accounting and Finance
Comerica Bank October 2013 - Present
Comerica Wealth Management 2013 - Present
PNC Wealth Management February 2005 - October 2013
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Risk Management, Banking, Investment Strategies
Education
Michigan State University
Bachelor of Science (B.S.), Accounting and Finance
Erika Halliwill's PNC Wealth Management Experience March 2013 - Present
Job Vice President/Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2013 - Present
JPMorgan September 2002 - March 2013
Bank of Oklahoma May 2000 - September 2002
Ameriquest Capital Corporation January 1994 - May 2000
Skills
Customer Service, Negotiation, Strategic Planning, Team Building, Sales Management, Budgets
Education
Indiana University 2009 — 2010
MBA, Business Administration, Management and Operations
Purdue University 2000 — 2003
Bachelors, Supervision
Concorida Lutheran High School 1984 — 1988
PNC Wealth Management March 2013 - Present
JPMorgan September 2002 - March 2013
Bank of Oklahoma May 2000 - September 2002
Ameriquest Capital Corporation January 1994 - May 2000
Skills
Customer Service, Negotiation, Strategic Planning, Team Building, Sales Management, Budgets
Education
Indiana University 2009 — 2010
MBA, Business Administration, Management and Operations
Purdue University 2000 — 2003
Bachelors, Supervision
Concorida Lutheran High School 1984 — 1988
Joseph Jennings, Jr., CFA Joseph Jennings, Jr., CFA's PNC Wealth Management Experience October 2008 - Present
Job Investment Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2008 - Present
PNC Wealth Management July 2002 - October 2008
M&T Bank November 2001 - July 2002
Mercantile Investment and Wealth Management July 1998 - November 2001
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Investment Advisory, Strategic Financial..., Financial Modeling, Hedge Funds, Risk Management
Education
Loyola University Maryland 1996 — 1998
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
PNC Wealth Management October 2008 - Present
PNC Wealth Management July 2002 - October 2008
M&T Bank November 2001 - July 2002
Mercantile Investment and Wealth Management July 1998 - November 2001
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Investment Advisory, Strategic Financial..., Financial Modeling, Hedge Funds, Risk Management
Education
Loyola University Maryland 1996 — 1998
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Jennifer Berger-Rowden Jennifer Berger-Rowden's PNC Wealth Management Experience October 2009 - May 2012
Job Pencor Services Times News, Pocono Region
Industry Marketing and Advertising
Experience
Pencor Services, Inc. August 2015 - Present
Rentschler Chevrolet January 2015 - August 2015
Computer Aid, Inc. August 2012 - December 2014
Rowden Power Washing 2010 - 2013
PNC Wealth Management October 2009 - May 2012
Wachovia, A Wells Fargo Company October 2003 - October 2009
Allentown School District August 1999 - August 2003
Skills
Marketing, Customer Service, Salesforce.com, Social Media Marketing, Wealth Management, Time Management, Customer Retention, Client Development, Customer Satisfaction, Teaching, Strategic Financial..., Financial Services, Wealth, Inside Sales, Event Planning, Private Banking, Adult Education, CRM software, Retirement Planning, Customer Support, Sales Support, Financial Analysis, Cold Calling, Banking, Client Services, Administrative..., Insurance, Solution Selling, NaviPlan, Financial Planning, Administrative Support, Seibel, Financial Software, Social Media Strategist, Employee Training, Development & delivery..., Sales Operations, CRM, Training, Leadership
Education
Lock Haven University of Pennsylvania
BS, Education
Palmerton Area High School
Pencor Services, Inc. August 2015 - Present
Rentschler Chevrolet January 2015 - August 2015
Computer Aid, Inc. August 2012 - December 2014
Rowden Power Washing 2010 - 2013
PNC Wealth Management October 2009 - May 2012
Wachovia, A Wells Fargo Company October 2003 - October 2009
Allentown School District August 1999 - August 2003
Skills
Marketing, Customer Service, Salesforce.com, Social Media Marketing, Wealth Management, Time Management, Customer Retention, Client Development, Customer Satisfaction, Teaching, Strategic Financial..., Financial Services, Wealth, Inside Sales, Event Planning, Private Banking, Adult Education, CRM software, Retirement Planning, Customer Support, Sales Support, Financial Analysis, Cold Calling, Banking, Client Services, Administrative..., Insurance, Solution Selling, NaviPlan, Financial Planning, Administrative Support, Seibel, Financial Software, Social Media Strategist, Employee Training, Development & delivery..., Sales Operations, CRM, Training, Leadership
Education
Lock Haven University of Pennsylvania
BS, Education
Palmerton Area High School
Kevin Mackowski, EA Kevin Mackowski, EA's PNC Wealth Management Experience November 2012 - Present
Job Tax Accountant at PNC Wealth Management
Industry Accounting
Experience
PNC Wealth Management November 2012 - Present
Vlahos Accounting, Inc. February 2009 - November 2012
Universal Well Services, Inc. September 2008 - February 2009
Vlahos Accounting, Inc. June 2008 - September 2008
Felix & Gloekler, P.C. January 2007 - May 2008
Skills
Microsoft Office, Quickbooks, Cognos, Crystal Reports, PowerDesigner, Great Plains Software, Financial Accounting, Accounting, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Cost Accounting, Accounts Payable, Accounts Receivable, Auditing, Tax, Payroll, Bookkeeping, Tax Returns, Customer Service, Reconciliation, Excel, Payroll Taxes, Journal Entries, Outlook, Word, PowerPoint, PeopleSoft, Citrix, Siebel Oracle Workflow, CCH ProSystem fx, CCH Intelliconnect, CCH Research, UltraTax CS, Lotus Notes, Sametime, OneSource, AM Trust, Microsoft Excel, Microsoft Word, QuickBooks, S Corporations, Tax Research, GAAP
Education
Pennsylvania State University-Erie Campus 2002 — 2006
Accounting, Management Information Systems (Minor)
PNC Wealth Management November 2012 - Present
Vlahos Accounting, Inc. February 2009 - November 2012
Universal Well Services, Inc. September 2008 - February 2009
Vlahos Accounting, Inc. June 2008 - September 2008
Felix & Gloekler, P.C. January 2007 - May 2008
Skills
Microsoft Office, Quickbooks, Cognos, Crystal Reports, PowerDesigner, Great Plains Software, Financial Accounting, Accounting, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Cost Accounting, Accounts Payable, Accounts Receivable, Auditing, Tax, Payroll, Bookkeeping, Tax Returns, Customer Service, Reconciliation, Excel, Payroll Taxes, Journal Entries, Outlook, Word, PowerPoint, PeopleSoft, Citrix, Siebel Oracle Workflow, CCH ProSystem fx, CCH Intelliconnect, CCH Research, UltraTax CS, Lotus Notes, Sametime, OneSource, AM Trust, Microsoft Excel, Microsoft Word, QuickBooks, S Corporations, Tax Research, GAAP
Education
Pennsylvania State University-Erie Campus 2002 — 2006
Accounting, Management Information Systems (Minor)
Marcus Whitehead, CFP®'s PNC Wealth Management Experience 2006 - 2012
Job Director of Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - October 2014
PNC Wealth Management 2006 - 2012
Skills
Investments, Mutual Funds, Equities, Fixed Income, Asset Allocation, Investment Strategies, High Net Worth..., Securities, Finance, Asset Managment, Financial Analysis, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Advisory, Investment Management, Relationship Management, ETFs, Hedge Funds
Education
Loyola University Maryland 2009 — 2011
Master of Business Administration, Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
2016 Level III Candidate in the CFA Program
Fidelity Investments November 2014 - Present
Fidelity Investments May 2012 - October 2014
PNC Wealth Management 2006 - 2012
Skills
Investments, Mutual Funds, Equities, Fixed Income, Asset Allocation, Investment Strategies, High Net Worth..., Securities, Finance, Asset Managment, Financial Analysis, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Asset Management, Investment Advisory, Investment Management, Relationship Management, ETFs, Hedge Funds
Education
Loyola University Maryland 2009 — 2011
Master of Business Administration, Finance
Towson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
2016 Level III Candidate in the CFA Program
Heather (Castagnacci) Stumpf Heather (Castagnacci) Stumpf's PNC Wealth Management Experience July 2010 - January 2012
Job Senior Attorney at Clark Hill PLC
Industry Law Practice
Experience
Clark Hill PLC May 2013 - Present
Thorp Reed & Armstrong, LLP January 2012 - May 2013
PNC Wealth Management July 2010 - January 2012
Weisel, Xides & Foerster, LLP October 2008 - July 2010
Skills
Estate Planning, Wills, Probate, Estate Administration, Trusts, Litigation, Corporate Law
Education
University of Pittsburgh School of Law 2005 — 2008
JD
Penn State University 2000 — 2004
BA Psychology & BA Crime, Law and Justice
Clark Hill PLC May 2013 - Present
Thorp Reed & Armstrong, LLP January 2012 - May 2013
PNC Wealth Management July 2010 - January 2012
Weisel, Xides & Foerster, LLP October 2008 - July 2010
Skills
Estate Planning, Wills, Probate, Estate Administration, Trusts, Litigation, Corporate Law
Education
University of Pittsburgh School of Law 2005 — 2008
JD
Penn State University 2000 — 2004
BA Psychology & BA Crime, Law and Justice
Drew LaGrande Drew LaGrande's PNC Wealth Management Experience June 2012 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management June 2012 - Present
Akerman Senterfitt March 2006 - June 2012
Gassman, Bates & Associates March 2003 - March 2006
Nelson & Nelson March 2000 - December 2002
Education
University of Miami School of Law 2000 — 2002
LL.M, Estate Planning
Nova Southeastern University—Shepard Broad Law Center 1997 — 1999
JD, Law
University of Central Florida - College of Business Administration 1993 — 1997
BA, Finance
Seminole High School 1989 — 1993
High School Dipolma
PNC Wealth Management June 2012 - Present
Akerman Senterfitt March 2006 - June 2012
Gassman, Bates & Associates March 2003 - March 2006
Nelson & Nelson March 2000 - December 2002
Education
University of Miami School of Law 2000 — 2002
LL.M, Estate Planning
Nova Southeastern University—Shepard Broad Law Center 1997 — 1999
JD, Law
University of Central Florida - College of Business Administration 1993 — 1997
BA, Finance
Seminole High School 1989 — 1993
High School Dipolma
Brady Fening's PNC Wealth Management Experience April 2014 - Present
Job Senior Trust Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management April 2014 - Present
First Financial Bank August 2010 - April 2014
First Financial Bank June 2005 - July 2010
LexisNexis November 1999 - April 2005
Skills
Wealth Management, Fiduciary, AML, Trust Management, Trust Services, Trusts, Compliance, Asset Management
Education
University of Toledo College of Law 1991 — 1994
J.D., Law
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and History
PNC Wealth Management April 2014 - Present
First Financial Bank August 2010 - April 2014
First Financial Bank June 2005 - July 2010
LexisNexis November 1999 - April 2005
Skills
Wealth Management, Fiduciary, AML, Trust Management, Trust Services, Trusts, Compliance, Asset Management
Education
University of Toledo College of Law 1991 — 1994
J.D., Law
Miami University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and History
Greg Bottjer, CFA's PNC Wealth Management Experience July 2002 - March 2007
Job Managing Director Head of Product Strategy
Industry Investment Management
Experience
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Silvia Beltramini's PNC Wealth Management Experience 2004 - 2010
Job Independent Events Services Professional
Industry Events Services
Experience
self employed January 2000 - Present
Jet Set Sports 2008 - 2012
Meetings and Incentives 2007 - 2012
PNC Wealth Management 2004 - 2010
Bristol-Myers Squibb 1999 - 2010
various 2008 - 2008
Skills
Event Management, Corporate Events, Hospitality, Sales, Entertainment, Meeting Planning, Hotels, Leadership, Sponsorship, Event Planning, Marketing, Trade Shows, Food & Beverage, Social Media Marketing, Logistics, Teamwork, Public Relations, Marketing Communications, Incentives, Live Events, Relationship Marketing, Budgets, Registration, Social Networking, Tourism, Marketing Strategy
Education
alliance francaise 2008 — 2008
New York University 1992 — 1994
Master's degree
self employed January 2000 - Present
Jet Set Sports 2008 - 2012
Meetings and Incentives 2007 - 2012
PNC Wealth Management 2004 - 2010
Bristol-Myers Squibb 1999 - 2010
various 2008 - 2008
Skills
Event Management, Corporate Events, Hospitality, Sales, Entertainment, Meeting Planning, Hotels, Leadership, Sponsorship, Event Planning, Marketing, Trade Shows, Food & Beverage, Social Media Marketing, Logistics, Teamwork, Public Relations, Marketing Communications, Incentives, Live Events, Relationship Marketing, Budgets, Registration, Social Networking, Tourism, Marketing Strategy
Education
alliance francaise 2008 — 2008
New York University 1992 — 1994
Master's degree
E.J. Englehardt's PNC Wealth Management Experience May 2012 - May 2013
Job Financial Analyst at TMG Health
Industry Information Technology and Services
Experience
TMG Health January 2014 - Present
TMG Health May 2013 - January 2014
PNC Wealth Management May 2012 - May 2013
PNC Bank July 2008 - May 2012
PNC August 2007 - August 2009
PNC May 2007 - August 2007
Skills
Banking, Loans, Credit, Commercial Banking, Cross Selling, Microsoft Office, Outstanding Customer..., Inside Sales, Higher Education, MBA Finance, Customer Service, Sales, Finance, Commercial Lending, Strategic Financial...
Education
Marywood University 2009 — 2012
Master of Business Administration (MBA), Finance, General, 3.84 GPA
Marywood University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
TMG Health January 2014 - Present
TMG Health May 2013 - January 2014
PNC Wealth Management May 2012 - May 2013
PNC Bank July 2008 - May 2012
PNC August 2007 - August 2009
PNC May 2007 - August 2007
Skills
Banking, Loans, Credit, Commercial Banking, Cross Selling, Microsoft Office, Outstanding Customer..., Inside Sales, Higher Education, MBA Finance, Customer Service, Sales, Finance, Commercial Lending, Strategic Financial...
Education
Marywood University 2009 — 2012
Master of Business Administration (MBA), Finance, General, 3.84 GPA
Marywood University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Brandon R. Shuler, CFP, CTFA's PNC Wealth Management Experience March 2005 - April 2007
Job
Industry Financial Services
Experience
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Bryn Mawr Trust Company August 2015 - Present
Glenmede Trust Company April 2007 - August 2015
PNC Wealth Management March 2005 - April 2007
Morgan Stanley February 2002 - March 2005
The Vanguard Group November 2000 - February 2002
Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies
Education
Penn State University
Bachelor of Science
The American College
Cannon Trust School
Beth Pernesky's PNC Wealth Management Experience December 2013 - Present
Job Associate Trust Advisor PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management December 2013 - Present
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Wealth Management, Small Business Lending, Mortgage Lending, Portfolio Management, Cross Selling, Investments, Relationship Management
Education
Pennsylvania State University
BS, HPA
PNC Wealth Management December 2013 - Present
Skills
Banking, Credit, Loans, Retail Banking, Consumer Lending, Commercial Banking, Wealth Management, Small Business Lending, Mortgage Lending, Portfolio Management, Cross Selling, Investments, Relationship Management
Education
Pennsylvania State University
BS, HPA
Nicholas Rounds's PNC Wealth Management Experience March 2012 - November 2013
Job Senior Relationship Manager, Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth November 2013 - Present
PNC Wealth Management March 2012 - November 2013
PNC Wealth Management February 2011 - March 2012
PNC Private Client Group April 2009 - February 2011
Bank of America Premier Banking & Investments February 2008 - April 2009
PNC Private Client Group June 2005 - February 2008
PNC September 2004 - June 2005
Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts
TD Wealth November 2013 - Present
PNC Wealth Management March 2012 - November 2013
PNC Wealth Management February 2011 - March 2012
PNC Private Client Group April 2009 - February 2011
Bank of America Premier Banking & Investments February 2008 - April 2009
PNC Private Client Group June 2005 - February 2008
PNC September 2004 - June 2005
Skills
Series 7, Uniform Combined State..., Series 66, Wealth Management, Manage Client..., Private Banking, Business Networking, Building Strong..., Channel Partner..., Real Estate Lending, Asset Based Lending, Cash Flow Lending, Unsecured Loans, Investment Management, Retirement Planning, Fiduciary Services, Strategic Financial..., Financial Services, Retail Banking, Consumer Lending
Education
Muhlenberg College 1999 — 2003
Bachelor of Arts
Grant Coleman's PNC Wealth Management Experience May 2012 - December 2013
Job Client Advisor, Private Wealth Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
Steve Bellman's PNC Wealth Management Experience April 2001 - March 2015
Job Managing Director, Investment Consulting at Ascent Private Capital Management of U.S. Bank
Industry Investment Management
Experience
Ascent Private Capital Management of U.S. Bank March 2015 - Present
PNC Wealth Management April 2001 - March 2015
First Union National Bank August 1994 - April 2001
Skills
Asset Allocation, Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Investment Management, Hedge Funds, Investment Advisory, Wealth Management..., Fixed Income, Equities, Securities
Education
Miami University
BS, Finance
Evans Scholar
Ascent Private Capital Management of U.S. Bank March 2015 - Present
PNC Wealth Management April 2001 - March 2015
First Union National Bank August 1994 - April 2001
Skills
Asset Allocation, Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Investment Management, Hedge Funds, Investment Advisory, Wealth Management..., Fixed Income, Equities, Securities
Education
Miami University
BS, Finance
Evans Scholar
Erin Naig's PNC Wealth Management Experience March 2001 - Present
Job PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2001 - Present
Ford Motor Credit Company 1995 - 2000
Skills
Asset Managment, Accounting, Financial Analysis
Education
Manchester University 1990 — 1994
PNC Wealth Management March 2001 - Present
Ford Motor Credit Company 1995 - 2000
Skills
Asset Managment, Accounting, Financial Analysis
Education
Manchester University 1990 — 1994
William Keller's PNC Wealth Management Experience 2001 - September 2008
Job Regional Investment Manager at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Liz Pohl Simasek's PNC Wealth Management Experience September 2012 - Present
Job Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management September 2012 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Princeton University
PNC Wealth Management September 2012 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Princeton University
Scott Canuel, CFA, CFP's PNC Wealth Management Experience December 2013 - Present
Job Senior Vice President and Regional Sales Director
Industry Financial Services
Experience
PNC Wealth Management December 2013 - Present
PNC Wealth Management December 2001 - December 2013
Mercantile Bankshares 2001 - 2006
Brown Advisory June 1994 - December 2001
Skills
Wealth Management, High Net Worth..., Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Mutual Funds, Equities, Risk Management, Financial Modeling, Investment Strategies, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Territory Development, Team Management, Securities, Investment Management, Series 63, Retirement Planning, Series 65, Loans, Hedge Funds, Asset Management, Credit, Wealth Management..., Estate Planning, Bonds, Commercial Lending, Credit Analysis, Financial Planning
Education
Loyola College in Maryland 1999 — 2001
Master of Science in Finance, Accounting and Finance
Towson University 1990 — 1994
Bachelor of Science, Finance and Accounting
Mount Saint Joseph College High School 1986 — 1990
PNC Wealth Management December 2013 - Present
PNC Wealth Management December 2001 - December 2013
Mercantile Bankshares 2001 - 2006
Brown Advisory June 1994 - December 2001
Skills
Wealth Management, High Net Worth..., Investments, Portfolio Management, Financial Analysis, Asset Managment, Strategic Financial..., Fixed Income, Mutual Funds, Equities, Risk Management, Financial Modeling, Investment Strategies, Series 7, Investment Advisory, Alternative Investments, Asset Allocation, Territory Development, Team Management, Securities, Investment Management, Series 63, Retirement Planning, Series 65, Loans, Hedge Funds, Asset Management, Credit, Wealth Management..., Estate Planning, Bonds, Commercial Lending, Credit Analysis, Financial Planning
Education
Loyola College in Maryland 1999 — 2001
Master of Science in Finance, Accounting and Finance
Towson University 1990 — 1994
Bachelor of Science, Finance and Accounting
Mount Saint Joseph College High School 1986 — 1990
Massimo L. Ballatori, EA, CFP's PNC Wealth Management Experience 1991 - 1994
Job Tax Manager at Morris & McVeigh, LLP
Industry Accounting
Experience
Morris & McVeigh, LLP November 2007 - Present
Bessemer Trust Company November 2004 - December 2007
Deutsche Bank 1995 - 2004
PNC Wealth Management 1991 - 1994
Skills
Estate Planning, Trusts, Tax-planning, Wealth Management, Securities, Investments, Tax, Tax Preparation, Tax Returns, Management, Portfolio Management, High Net Worth..., Financial Services
Education
New York University
CFP, Certified Financial Planner
University of Houston
BBA, Finance and Accountning
University of New Haven
Graduate Certificate in Taxation
Morris & McVeigh, LLP November 2007 - Present
Bessemer Trust Company November 2004 - December 2007
Deutsche Bank 1995 - 2004
PNC Wealth Management 1991 - 1994
Skills
Estate Planning, Trusts, Tax-planning, Wealth Management, Securities, Investments, Tax, Tax Preparation, Tax Returns, Management, Portfolio Management, High Net Worth..., Financial Services
Education
New York University
CFP, Certified Financial Planner
University of Houston
BBA, Finance and Accountning
University of New Haven
Graduate Certificate in Taxation
Rachel Ashman's PNC Wealth Management Experience April 2012 - Present
Job Vice President, Relationship Manager Wealth Management Group
Industry Banking
Experience
PNC Wealth Management April 2012 - Present
RBC January 2011 - April 2012
Wachovia June 2003 - January 2011
Central Carolina Bank May 2001 - May 2003
Education
Liberty University 1997 — 2001
Bachelor of Science in Business, Management major, Psychology minor
PNC Wealth Management April 2012 - Present
RBC January 2011 - April 2012
Wachovia June 2003 - January 2011
Central Carolina Bank May 2001 - May 2003
Education
Liberty University 1997 — 2001
Bachelor of Science in Business, Management major, Psychology minor
Sean Mumaw's PNC Wealth Management Experience July 2010 - March 2012
Job Member at Seiller Waterman LLC
Industry Law Practice
Experience
Seiller Waterman LLC January 2014 - Present
Seiller Waterman LLC March 2012 - December 2013
PNC Wealth Management July 2010 - March 2012
Seiller Waterman LLC March 2007 - July 2010
Frost Brown Todd December 2003 - March 2007
Morris, Garlove, Waterman & Johnson, PLLC September 2002 - December 2003
MacKenzie & Peden, P.S.C. April 2000 - September 2002
Skills
Estate Planning, Trusts, Probate, Estate Administration, High Net Worth..., Mergers & Acquisitions, Litigation, Product Liability, Criminal Law, Wills, Legal Writing, Tax, Civil Litigation, Succession Planning, Legal Research, Corporate Law, Mediation, Commercial Litigation, Estate Tax Planning
Education
University of Louisville 1996 — 1999
JD, Cum Laude, Law
Louis D. Brandeis School of Law at the University of Louisville 1995 — 1999
J.D, Law
Seiller Waterman LLC January 2014 - Present
Seiller Waterman LLC March 2012 - December 2013
PNC Wealth Management July 2010 - March 2012
Seiller Waterman LLC March 2007 - July 2010
Frost Brown Todd December 2003 - March 2007
Morris, Garlove, Waterman & Johnson, PLLC September 2002 - December 2003
MacKenzie & Peden, P.S.C. April 2000 - September 2002
Skills
Estate Planning, Trusts, Probate, Estate Administration, High Net Worth..., Mergers & Acquisitions, Litigation, Product Liability, Criminal Law, Wills, Legal Writing, Tax, Civil Litigation, Succession Planning, Legal Research, Corporate Law, Mediation, Commercial Litigation, Estate Tax Planning
Education
University of Louisville 1996 — 1999
JD, Cum Laude, Law
Louis D. Brandeis School of Law at the University of Louisville 1995 — 1999
J.D, Law
Debra. Slomainy's PNC Wealth Management Experience March 2011 - Present
Job Associate Banking Advisor
Industry Banking
Experience
PNC Wealth Management March 2011 - Present
PNC Wealth Management April 2008 - March 2011
PNC Bank February 1999 - April 2005
Skills
Loans, Strategic Financial..., Commercial Lending, Retirement Planning, Banking, Investments, Portfolio Management, Credit, Small Business Lending, Asset Managment, Mutual Funds, Commercial Banking, Financial Advisory
Education
Penn State University 2012 — 2014
In process, BS Organizational Leadership, 4.0
THIEL COLLEGE 1980 — 1983
BUSINESS ADMINISTRATION
PNC Wealth Management March 2011 - Present
PNC Wealth Management April 2008 - March 2011
PNC Bank February 1999 - April 2005
Skills
Loans, Strategic Financial..., Commercial Lending, Retirement Planning, Banking, Investments, Portfolio Management, Credit, Small Business Lending, Asset Managment, Mutual Funds, Commercial Banking, Financial Advisory
Education
Penn State University 2012 — 2014
In process, BS Organizational Leadership, 4.0
THIEL COLLEGE 1980 — 1983
BUSINESS ADMINISTRATION
Jeremiah Daniel Andrade's PNC Wealth Management Experience 2013 - Present
Job Vice President & Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2013 - Present
Hawthorn-PNC Wealth Management 2004 - 2013
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Asset Allocation, Banking, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Securities, Financial Advisory, Finance, Mergers & Acquisitions, Tax, Financial Services, Trust Services, Financial Analysis, Risk Management
Education
Villanova University 2008 — 2010
M.T., Taxation & Estate Planning
Widener University 2002 — 2004
M.B.A., Management & Personal Financial Planning
Philadelphia University 1994 — 1999
B.S., Finance
Archbishop Wood
Holy Ghost Prep
PNC Wealth Management 2013 - Present
Hawthorn-PNC Wealth Management 2004 - 2013
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Asset Allocation, Banking, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Mutual Funds, Alternative Investments, Securities, Financial Advisory, Finance, Mergers & Acquisitions, Tax, Financial Services, Trust Services, Financial Analysis, Risk Management
Education
Villanova University 2008 — 2010
M.T., Taxation & Estate Planning
Widener University 2002 — 2004
M.B.A., Management & Personal Financial Planning
Philadelphia University 1994 — 1999
B.S., Finance
Archbishop Wood
Holy Ghost Prep
Richard Briley's PNC Wealth Management Experience May 2012 - Present
Job Account Management Professional
Industry Banking
Experience
PNC Wealth Management May 2012 - Present
PNC October 2010 - May 2012
PNC October 2009 - November 2010
FedEx Services April 2007 - November 2008
Education
Liberty University 2001 — 2005
Bachelors, Communication Studies
PNC Wealth Management May 2012 - Present
PNC October 2010 - May 2012
PNC October 2009 - November 2010
FedEx Services April 2007 - November 2008
Education
Liberty University 2001 — 2005
Bachelors, Communication Studies
Boe Shiffler's PNC Wealth Management Experience September 2014 - Present
Job Senior Vice President, Wealth Director at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management September 2014 - Present
PNC Wealth Management June 2011 - September 2014
Citizens Bank January 2011 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
7-Eleven 1998 - 2001
Skills
Wealth Management, Estate Planning, Investments, Credit, Banking, Financial Advisory, Series 7, Loans, Commercial Banking, Insurance, Retirement Planning, Securities, Mutual Funds, Series 63, Portfolio Management, Management, Investment Advisory, Finance, Asset Allocation
Education
Temple University 1992 — 1996
M. Ed, Psychoeducational Processes
Penn State University 1986 — 1991
B.S., Labor & Industrial Relations
PNC Wealth Management September 2014 - Present
PNC Wealth Management June 2011 - September 2014
Citizens Bank January 2011 - June 2011
Wachovia, A Wells Fargo Company 2005 - 2009
Wachovia, A Wells Fargo Company 2002 - 2005
7-Eleven 1998 - 2001
Skills
Wealth Management, Estate Planning, Investments, Credit, Banking, Financial Advisory, Series 7, Loans, Commercial Banking, Insurance, Retirement Planning, Securities, Mutual Funds, Series 63, Portfolio Management, Management, Investment Advisory, Finance, Asset Allocation
Education
Temple University 1992 — 1996
M. Ed, Psychoeducational Processes
Penn State University 1986 — 1991
B.S., Labor & Industrial Relations
Ashley Yasick's PNC Wealth Management Experience September 2013 - September 2014
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management September 2013 - September 2014
PNC September 2010 - September 2013
Skills
Marketing, Social Networking, Communication, Analytical Skills, Siebel, Public Relations, Microsoft Office, Photoshop Elements, Dreamweaver, Supervisory Management, Social Media, Adobe Fireworks, Oracle, Flash, Cost Accounting, QuickBooks, Flexibility, Customer Service, Problem Solving, Efficiency, Curiosity, Mentoring, Photography, Strategic Planning, Account Management
Education
Lynn University 2011 — 2012
Master of Business Administration (M.B.A.), Marketing, QPA 4.0
University of Pittsburgh 2005 — 2009
Bachelor of Arts, Communication, Public Relations, and Advertising
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management September 2013 - September 2014
PNC September 2010 - September 2013
Skills
Marketing, Social Networking, Communication, Analytical Skills, Siebel, Public Relations, Microsoft Office, Photoshop Elements, Dreamweaver, Supervisory Management, Social Media, Adobe Fireworks, Oracle, Flash, Cost Accounting, QuickBooks, Flexibility, Customer Service, Problem Solving, Efficiency, Curiosity, Mentoring, Photography, Strategic Planning, Account Management
Education
Lynn University 2011 — 2012
Master of Business Administration (M.B.A.), Marketing, QPA 4.0
University of Pittsburgh 2005 — 2009
Bachelor of Arts, Communication, Public Relations, and Advertising
Penny Wiley's PNC Wealth Management Experience October 2011 - Present
Job Trust Compliance Analyst at PNC Bank
Industry Financial Services
Experience
PNC Wealth Management October 2011 - Present
Skills
Investments, Asset Managment, Wealth Management, Banking, Portfolio Management, Credit, Asset Management, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Retail Banking, Small Business, Small Business Lending, Mortgage Lending, Consumer Lending, Relationship Management, Retirement Planning, Cash Management, Risk Management, Financial Services
Education
Malone University 1998 — 1999
BA, Business Management, Dean's list
Malone University
PNC Wealth Management October 2011 - Present
Skills
Investments, Asset Managment, Wealth Management, Banking, Portfolio Management, Credit, Asset Management, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Retail Banking, Small Business, Small Business Lending, Mortgage Lending, Consumer Lending, Relationship Management, Retirement Planning, Cash Management, Risk Management, Financial Services
Education
Malone University 1998 — 1999
BA, Business Management, Dean's list
Malone University
Douglas Headley's PNC Wealth Management Experience January 1988 - August 1991
Job SVP Trust & Estate Administrator at SunTrust Bank
Industry Banking
Experience
SunTrust Bank AVP Trust & Estate AdministratorPNC Wealth ManagementSeptember 1991 - September 1994
PNC Wealth Management January 1988 - August 1991
Skills
Investments, Equities, Probate, Trust Management, Estate Administration
Education
University of Kentucky 1977 — 1979
B.A., Business Administration
Pennsylvania State University-Erie Campus 1975 — 1976
SunTrust Bank AVP Trust & Estate AdministratorPNC Wealth ManagementSeptember 1991 - September 1994
PNC Wealth Management January 1988 - August 1991
Skills
Investments, Equities, Probate, Trust Management, Estate Administration
Education
University of Kentucky 1977 — 1979
B.A., Business Administration
Pennsylvania State University-Erie Campus 1975 — 1976
Louis Valker's PNC Wealth Management Experience 2002 - April 2014
Job Wealth Advisor at Stock Yards Bank & Trust
Industry Financial Services
Experience
Stock Yards Bank & Trust April 2014 - Present
PNC Wealth Management 2002 - April 2014
PNC Financial Services Group October 2001 - April 2014
PNC 1988 - 2011
KeyBank 1995 - 1997
Skills
Management, Wealth Management, Trust Services, Customer Retention, Risk Management, Personal Financial..., Estate Planning, Asset Management, Banking, Investments, Portfolio Management, Commercial Banking, Credit, Retail Banking, Mortgage Lending, Investment Advisory, Securities, Mutual Funds, Financial Services
Education
Xavier University 1987 — 1988
Master of Business Administration (MBA), Finance, General
Miami University 1980 — 1983
Bachelor of Science (B.S.), Political Science and Government
Stock Yards Bank & Trust April 2014 - Present
PNC Wealth Management 2002 - April 2014
PNC Financial Services Group October 2001 - April 2014
PNC 1988 - 2011
KeyBank 1995 - 1997
Skills
Management, Wealth Management, Trust Services, Customer Retention, Risk Management, Personal Financial..., Estate Planning, Asset Management, Banking, Investments, Portfolio Management, Commercial Banking, Credit, Retail Banking, Mortgage Lending, Investment Advisory, Securities, Mutual Funds, Financial Services
Education
Xavier University 1987 — 1988
Master of Business Administration (MBA), Finance, General
Miami University 1980 — 1983
Bachelor of Science (B.S.), Political Science and Government
Abdul H Shaik's PNC Wealth Management Experience August 2012 - April 2013
Job Scrum Master / Technical Lead at Comcast
Industry Financial Services
Experience
Comcast April 2013 - Present
PNC Wealth Management August 2012 - April 2013
Rovi February 2012 - July 2012
Octagon Research Solutions October 2010 - January 2012
NextGen Healthcare Information Systems April 2010 - October 2010
PNC June 2005 - March 2010
Verizon August 2003 - May 2005
Skills
ADO.NET, VB.NET, ASP.NET, C#, T-SQL, SQL Server, LINQ, WCF, IIS, .NET, AJAX, Web Services, Agile, XML, Visual Studio, SSRS, SOA, SSIS, ASP.NET MVC, SQL, jQuery, ASP, JavaScript, Visual Basic, HTML, VSS, Entity Framework, ASP.NET AJAX, Stored Procedures, Web Applications, OOP, CSS, Scrum, SOAP, Databases, VBScript, JSON, MVC, Software Development, SQL Server 2000-2008, Telerik, NUnit, Database Design, Microsoft SQL Server, SDLC, UML, Oracle, Agile Project Management, Subversion, Visio
Education
Osmania University
Master in computer Science, Computer Science
Comcast April 2013 - Present
PNC Wealth Management August 2012 - April 2013
Rovi February 2012 - July 2012
Octagon Research Solutions October 2010 - January 2012
NextGen Healthcare Information Systems April 2010 - October 2010
PNC June 2005 - March 2010
Verizon August 2003 - May 2005
Skills
ADO.NET, VB.NET, ASP.NET, C#, T-SQL, SQL Server, LINQ, WCF, IIS, .NET, AJAX, Web Services, Agile, XML, Visual Studio, SSRS, SOA, SSIS, ASP.NET MVC, SQL, jQuery, ASP, JavaScript, Visual Basic, HTML, VSS, Entity Framework, ASP.NET AJAX, Stored Procedures, Web Applications, OOP, CSS, Scrum, SOAP, Databases, VBScript, JSON, MVC, Software Development, SQL Server 2000-2008, Telerik, NUnit, Database Design, Microsoft SQL Server, SDLC, UML, Oracle, Agile Project Management, Subversion, Visio
Education
Osmania University
Master in computer Science, Computer Science
Hunter D. Phillips's PNC Wealth Management Experience September 2014 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management September 2014 - Present
SunTrust Bank September 2008 - September 2014
Wachovia Wealth Management September 2004 - September 2008
Bank of America (Private Bank) November 1999 - September 2004
Skills
Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Investment Management, Bloomberg, Asset Managment, Tactical Asset..., Model Portfolios, High Net Worth..., Private Equity, Capital Markets, Hedge Funds, Trading, Longview, Upstream, ILX, Multi-generational..., Asset Management, Asset Allocation, Family Office, Separately Managed..., Structured Notes, Securities Lending, FactSet, Fixed Income Analysis, Mutual Funds, Fixed Income, Investment Advisory, Financial Analysis
Education
The University of Georgia 1988 — 1992
BA, Political science
Pepperdine University 2006 — 2007
Investment Fiduciary, Investments and Securities
University of Phoenix 2000 — 2002
MBA, Finance
PNC Wealth Management September 2014 - Present
SunTrust Bank September 2008 - September 2014
Wachovia Wealth Management September 2004 - September 2008
Bank of America (Private Bank) November 1999 - September 2004
Skills
Wealth Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Investment Management, Bloomberg, Asset Managment, Tactical Asset..., Model Portfolios, High Net Worth..., Private Equity, Capital Markets, Hedge Funds, Trading, Longview, Upstream, ILX, Multi-generational..., Asset Management, Asset Allocation, Family Office, Separately Managed..., Structured Notes, Securities Lending, FactSet, Fixed Income Analysis, Mutual Funds, Fixed Income, Investment Advisory, Financial Analysis
Education
The University of Georgia 1988 — 1992
BA, Political science
Pepperdine University 2006 — 2007
Investment Fiduciary, Investments and Securities
University of Phoenix 2000 — 2002
MBA, Finance
Jeannie Craumer's PNC Wealth Management Experience September 2009 - September 2010
Job Trust Operations Manager, PeoplesBank
Industry Banking
Experience
PeoplesBank September 2010 - Present
PNC Wealth Management September 2009 - September 2010
Sterling Financial Trust Company January 2002 - September 2009
Skills
Banking, Retail Banking, Portfolio Management, Commercial Lending, Commercial Banking, Loans, Credit, Financial Risk, Risk Management, Investments, Asset Management, Financial Analysis, Consumer Lending, Small Business Lending, Strategic Financial..., Internet Banking, Vendor Management, Customer Service, Financial Services
Education
Pennsylvania State University-Penn State York 2006 — 2008
Paralegal Program, Law
Hanover High School
PeoplesBank September 2010 - Present
PNC Wealth Management September 2009 - September 2010
Sterling Financial Trust Company January 2002 - September 2009
Skills
Banking, Retail Banking, Portfolio Management, Commercial Lending, Commercial Banking, Loans, Credit, Financial Risk, Risk Management, Investments, Asset Management, Financial Analysis, Consumer Lending, Small Business Lending, Strategic Financial..., Internet Banking, Vendor Management, Customer Service, Financial Services
Education
Pennsylvania State University-Penn State York 2006 — 2008
Paralegal Program, Law
Hanover High School
Nick Becton's PNC Wealth Management Experience October 2012 - Present
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia Bank June 2007 - November 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia, A Wells Fargo Company 2002 - 2005
Education
Center for Creative Leadership 2007 — 2007
North Carolina Agricultural and Technical State University 1975 — 1979
BS, Economics
North Carolina School of Banking
Bachelor of Science (BS), Economics
PNC Wealth Management October 2012 - Present
SunTrust Bank December 2009 - May 2012
Wachovia Bank June 2007 - November 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia, A Wells Fargo Company 2002 - 2005
Education
Center for Creative Leadership 2007 — 2007
North Carolina Agricultural and Technical State University 1975 — 1979
BS, Economics
North Carolina School of Banking
Bachelor of Science (BS), Economics
Bruce Self, CFA's PNC Wealth Management Experience September 2014 - Present
Job Senior Vice President, Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2014 - Present
PNC Wealth Management November 2009 - September 2014
US Trust April 2008 - October 2009
BNY Mellon September 2004 - April 2008
Skills
Portfolio Management, Wealth Management, Investment Strategies, Investments, Financial Markets, Asset Allocation, Presentations, Impact Investing, Socially Responsible..., Investment Management, Alternative Investments, Financial Services, Fixed Income, Investment Advisory, Financial Analysis, Equities, Series 7, Securities, Asset Management, Wealth Management..., Mutual Funds
Education
Villanova Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2000 — 2004
Bachelor's Degree
PNC Wealth Management September 2014 - Present
PNC Wealth Management November 2009 - September 2014
US Trust April 2008 - October 2009
BNY Mellon September 2004 - April 2008
Skills
Portfolio Management, Wealth Management, Investment Strategies, Investments, Financial Markets, Asset Allocation, Presentations, Impact Investing, Socially Responsible..., Investment Management, Alternative Investments, Financial Services, Fixed Income, Investment Advisory, Financial Analysis, Equities, Series 7, Securities, Asset Management, Wealth Management..., Mutual Funds
Education
Villanova Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Princeton University 2000 — 2004
Bachelor's Degree
Mary Kaye Anthony's PNC Wealth Management Experience February 2015 - Present
Job Special Needs Trusts and GuardianshipsPNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management February 2015 - Present
PNC Wealth Management March 2014 - Present
Miss Philadelphia Scholarship Organization November 2012 - Present
J. Scott Watson, P.C. 2011 - 2014
Neumann University 2009 - 2011
Cabrini College 2009 - 2011
Skills
Higher Education, Student Affairs, Teaching, University Teaching, College Teaching, Distance Learning, Curriculum Development, Curriculum Design, Public Speaking, Student Development, Academic Advising, Civil Litigation, Child Welfare, Educational Leadership, Music, Legal Writing, Legal Research, Social Justice, Pro Bono, Child Advocacy, Vocal Performance, Musical Theatre, Non-profit Leadership, Non-profit Program..., Non-profit..., Theatrical Production
Education
Villanova University School of Law 2004 — 2007
Juris Doctor, Law, Child Advocacy
Penn State University 2000 — 2004
Bachelor of Arts (BA), Double Major English and Theater
PNC Wealth Management February 2015 - Present
PNC Wealth Management March 2014 - Present
Miss Philadelphia Scholarship Organization November 2012 - Present
J. Scott Watson, P.C. 2011 - 2014
Neumann University 2009 - 2011
Cabrini College 2009 - 2011
Skills
Higher Education, Student Affairs, Teaching, University Teaching, College Teaching, Distance Learning, Curriculum Development, Curriculum Design, Public Speaking, Student Development, Academic Advising, Civil Litigation, Child Welfare, Educational Leadership, Music, Legal Writing, Legal Research, Social Justice, Pro Bono, Child Advocacy, Vocal Performance, Musical Theatre, Non-profit Leadership, Non-profit Program..., Non-profit..., Theatrical Production
Education
Villanova University School of Law 2004 — 2007
Juris Doctor, Law, Child Advocacy
Penn State University 2000 — 2004
Bachelor of Arts (BA), Double Major English and Theater
Michael Hrycenko, CFA's PNC Wealth Management Experience 2001 - Present
Job Senior Investment Officer PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2001 - Present
Pittsburgh Society of Financial Analysts 2002 - 2008
Mellon Financial Corporation 1989 - 2001
Skills
Investments, Loans, Strategic Planning, Business Strategy, Leadership, Wealth Management, Asset Managment, Estate Planning, Strategic Financial..., Investment Strategies, Finance
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
Advanced Masters in Business, Finance and Corporate Strategy
University of Southern California - Marshall School of Business 1982 — 1984
M.B.A.
Penn State University 1976 — 1980
B.S., Economics
PNC Wealth Management 2001 - Present
Pittsburgh Society of Financial Analysts 2002 - 2008
Mellon Financial Corporation 1989 - 2001
Skills
Investments, Loans, Strategic Planning, Business Strategy, Leadership, Wealth Management, Asset Managment, Estate Planning, Strategic Financial..., Investment Strategies, Finance
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
Advanced Masters in Business, Finance and Corporate Strategy
University of Southern California - Marshall School of Business 1982 — 1984
M.B.A.
Penn State University 1976 — 1980
B.S., Economics
Robert Ulaner's PNC Wealth Management Experience August 2014 - Present
Job Vice President Investment Advisor PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2014 - Present
union bank and trust company June 2011 - November 2013
M&T Bank October 2001 - July 2011
First Investment Advisors/First Union National Bank 1990 - 2001
Skills
Portfolio Management, Trust Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Investment Strategies, Estate Planning, High Net Worth..., Securities, Equities, Fixed Income, Banking, Financial Services, Relationship Management, Wealth Management..., Investment Advisory, Strategic Planning
Education
Philadelphia University 1968 — 1972
bs, business/marketing
PNC Wealth Management August 2014 - Present
union bank and trust company June 2011 - November 2013
M&T Bank October 2001 - July 2011
First Investment Advisors/First Union National Bank 1990 - 2001
Skills
Portfolio Management, Trust Management, Investments, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Management, Alternative Investments, Investment Strategies, Estate Planning, High Net Worth..., Securities, Equities, Fixed Income, Banking, Financial Services, Relationship Management, Wealth Management..., Investment Advisory, Strategic Planning
Education
Philadelphia University 1968 — 1972
bs, business/marketing
Sharon Raymond-Daley's PNC Wealth Management Experience Vice PresidentUSTRUSTOctober 1986 - October 2007
Job Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management Vice PresidentUSTRUSTOctober 1986 - October 2007
Education
Pace University
BBA, Accounting
PNC Wealth Management Vice PresidentUSTRUSTOctober 1986 - October 2007
Education
Pace University
BBA, Accounting
Patricia McConegly's PNC Wealth Management Experience October 2010 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management (Unofficial) 2014 - Present
PNC Wealth Management October 2010 - Present
A division of PNC Bank November 2006 - October 2010
Skills
Loans, Banking, Consumer Lending, Retail Banking, Commercial Banking, Credit
Education
Penn State University 1974 — 1976
Accounting
PNC Wealth Management (Unofficial) 2014 - Present
PNC Wealth Management October 2010 - Present
A division of PNC Bank November 2006 - October 2010
Skills
Loans, Banking, Consumer Lending, Retail Banking, Commercial Banking, Credit
Education
Penn State University 1974 — 1976
Accounting
Carmen Abbas's PNC Wealth Management Experience December 2008 - June 2011
Job OFFICER/ BANK OF AMERICA
Industry Financial Services
Experience
Bank of America 2011 - Present
PNC Wealth Management December 2008 - June 2011
PNC Wealth Management December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2005 - November 2008
MBNA 2003 - 2005
Skills
Loans, Credit, Commercial Lending, Banking, Financial Analysis, Underwriting, Sales, Customer Service, Small Business Lending, Team Building, Recruiting, Lines Of Credit, PowerPoint, Consumer Lending, Mortgage Lending, Project Management, Microsoft Office, Commercial Banking, Microsoft Excel, Budgets
Education
Strayer University 2007 — 2012
Human Resource Management, Bus Management
Purdue University
Certificate, Communication and Media Studies
Bank of America 2011 - Present
PNC Wealth Management December 2008 - June 2011
PNC Wealth Management December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2005 - November 2008
MBNA 2003 - 2005
Skills
Loans, Credit, Commercial Lending, Banking, Financial Analysis, Underwriting, Sales, Customer Service, Small Business Lending, Team Building, Recruiting, Lines Of Credit, PowerPoint, Consumer Lending, Mortgage Lending, Project Management, Microsoft Office, Commercial Banking, Microsoft Excel, Budgets
Education
Strayer University 2007 — 2012
Human Resource Management, Bus Management
Purdue University
Certificate, Communication and Media Studies
Neil Tiwari's PNC Wealth Management Experience 2013 - Present
Job Business System Analyst at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2013 - Present
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Public Speaking, Project Management, Finance, Research, Financial Reporting, Investments, Financial Modeling, Leadership, Data Analysis, Business Development
Education
New York Institute of Technology-Old Westbury 2005 — 2010
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Maharaja Sayajirao University
Bachelor of Commerce (BCom), Business/Commerce, General
PNC Wealth Management 2013 - Present
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Public Speaking, Project Management, Finance, Research, Financial Reporting, Investments, Financial Modeling, Leadership, Data Analysis, Business Development
Education
New York Institute of Technology-Old Westbury 2005 — 2010
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Maharaja Sayajirao University
Bachelor of Commerce (BCom), Business/Commerce, General
Adam Moroz's PNC Wealth Management Experience August 2012 - Present
Job
Industry Banking
Sierra Ashby Gamm's PNC Wealth Management Experience April 2015 - Present
Job Fiduciary Closing Specialist at PNC
Industry Legal Services
Experience
PNC Wealth Management April 2015 - Present
Dodd & Dodd Attorneys, PLLC October 2014 - 2015
University of Louisville Entrepreneurship Clinic August 2013 - May 2014
Dodd & Dodd Attorneys, PLLC 2012 - 2014
Jefferson County Family Court May 2012 - August 2012
LG&E and KU Energy LLC May 2012 - August 2012
LG&E & KU September 2009 - August 2011
Class Act Federal Credit Union January 2008 - September 2009
University of Louisville August 2008 - August 2009
Skills
Legal Research, Access, Data Analysis, Microsoft Office, Microsoft Excel, Event Planning, Leadership, Social Media, Customer Service, Recruiting, Legal Writing, Problem Solving, Family Mediation, Highly detail oriented, Analysis, Microsoft Word, Courts, Public Speaking, Research, PowerPoint
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
J.D., Law
University of Louisville 2007 — 2011
B.S. in Business Economics, Economics, Finance (minor)
PNC Wealth Management April 2015 - Present
Dodd & Dodd Attorneys, PLLC October 2014 - 2015
University of Louisville Entrepreneurship Clinic August 2013 - May 2014
Dodd & Dodd Attorneys, PLLC 2012 - 2014
Jefferson County Family Court May 2012 - August 2012
LG&E and KU Energy LLC May 2012 - August 2012
LG&E & KU September 2009 - August 2011
Class Act Federal Credit Union January 2008 - September 2009
University of Louisville August 2008 - August 2009
Skills
Legal Research, Access, Data Analysis, Microsoft Office, Microsoft Excel, Event Planning, Leadership, Social Media, Customer Service, Recruiting, Legal Writing, Problem Solving, Family Mediation, Highly detail oriented, Analysis, Microsoft Word, Courts, Public Speaking, Research, PowerPoint
Education
Louis D. Brandeis School of Law at the University of Louisville 2011 — 2014
J.D., Law
University of Louisville 2007 — 2011
B.S. in Business Economics, Economics, Finance (minor)
Renee Arledge's PNC Wealth Management Experience September 2008 - Present
Job Assistant Vice President / Investment Advisor I, CMM at PNC Wealth Management
Industry Financial Services
Experience
The Century Club of Scranton June 2015 - Present
PNC Wealth Management September 2008 - Present
PNC Wealth Management September 2008 - March 2012
PNC Wealth Management October 2002 - September 2008
Skills
Certified Mineral..., Usui Reiki..., Karuna Reiki..., CMM, Asset Allocation, Private Banking, Wealth Management, Investment Management, Asset Management, Investments, Portfolio Management, Series 63, Estate Planning, Banking, Financial Analysis, Commercial Banking, Commercial Lending
Education
Penn State University 1983 — 2000
Bachelor of Science, Business Administration/Financial Planning
The Century Club of Scranton June 2015 - Present
PNC Wealth Management September 2008 - Present
PNC Wealth Management September 2008 - March 2012
PNC Wealth Management October 2002 - September 2008
Skills
Certified Mineral..., Usui Reiki..., Karuna Reiki..., CMM, Asset Allocation, Private Banking, Wealth Management, Investment Management, Asset Management, Investments, Portfolio Management, Series 63, Estate Planning, Banking, Financial Analysis, Commercial Banking, Commercial Lending
Education
Penn State University 1983 — 2000
Bachelor of Science, Business Administration/Financial Planning
Maria Sobus's PNC Wealth Management Experience November 2005 - Present
Job AVP, Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2005 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, High Net Worth..., Asset Allocation, Wealth Management..., Asset Management, Investment Management, Investment Advisory, Investment Strategies, Trust Services, Investments
Education
Loyola College in Maryland 2011 — 2013
MBA, Finance
Stevenson University 2003 — 2005
BS, Paralegal, Law
Stevenson University 1996 — 2000
BS, Biology, Science
Institute of Certified Bankers
CTFA Designation
PNC Wealth Management November 2005 - Present
Skills
Estate Planning, Retirement Planning, Wealth Management, High Net Worth..., Asset Allocation, Wealth Management..., Asset Management, Investment Management, Investment Advisory, Investment Strategies, Trust Services, Investments
Education
Loyola College in Maryland 2011 — 2013
MBA, Finance
Stevenson University 2003 — 2005
BS, Paralegal, Law
Stevenson University 1996 — 2000
BS, Biology, Science
Institute of Certified Bankers
CTFA Designation
Fany Hernandez, MS's PNC Wealth Management Experience 2012 - Present
Job Sales & Service Specialist II at PNC Wealth Management
Industry Program Development
Experience
PNC Wealth Management 2012 - Present
Northern Manhattan Improvement Corporation (Union Comunal) December 2007 - October 2010
Dominican Women's Development Center (DWDC) October 2009 - September 2010
Lower East Side Harm Reduction Center September 2007 - June 2008
Apple Bank for Savings December 2003 - June 2007
Skills
●Proven leadership..., ●Client assessment and..., ●Outstanding..., ●Strong verbal &..., ●Fluent in Spanish, ●Computer- Microsoft..., PowerPoint, Outlook, Community Outreach, Leadership, Microsoft Excel, Microsoft Word, Spanish, Social Services, Training, Volunteer Management, Social Networking, Teaching, Nonprofits
Education
Palm Beach Atlantic University 2013 — 2015
Master's degree, Organizational Leadership
Lehman College 2004 2003 — 2004
Early Childhood Development Professional
The City College of New York
BA, Psychology
PNC Wealth Management 2012 - Present
Northern Manhattan Improvement Corporation (Union Comunal) December 2007 - October 2010
Dominican Women's Development Center (DWDC) October 2009 - September 2010
Lower East Side Harm Reduction Center September 2007 - June 2008
Apple Bank for Savings December 2003 - June 2007
Skills
●Proven leadership..., ●Client assessment and..., ●Outstanding..., ●Strong verbal &..., ●Fluent in Spanish, ●Computer- Microsoft..., PowerPoint, Outlook, Community Outreach, Leadership, Microsoft Excel, Microsoft Word, Spanish, Social Services, Training, Volunteer Management, Social Networking, Teaching, Nonprofits
Education
Palm Beach Atlantic University 2013 — 2015
Master's degree, Organizational Leadership
Lehman College 2004 2003 — 2004
Early Childhood Development Professional
The City College of New York
BA, Psychology
Mary Kay Sullivan's PNC Wealth Management Experience January 2012 - Present
Job
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
Merrill Lynch April 2007 - January 2012
Bank of America 1993 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance, General
Vassar College
A.B., History
PNC Wealth Management January 2012 - Present
Merrill Lynch April 2007 - January 2012
Bank of America 1993 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Northwestern University - Kellogg School of Management
Masters of Management, Finance, General
Vassar College
A.B., History
Jeff Laabs's PNC Wealth Management Experience August 2006 - Present
Job Investment Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2006 - Present
Education
Penn State University
Bachelor of Business Administration (BBA)
PNC Wealth Management August 2006 - Present
Education
Penn State University
Bachelor of Business Administration (BBA)
Mitsuaki Takeo, PMP's PNC Wealth Management Experience December 2013 - November 2014
Job Project Manager
Industry Financial Services
Experience
PNC Wealth Management December 2013 - November 2014
Independence Blue Cross January 2013 - December 2013
Independence Blue Cross January 2008 - 2013
Philadelphia Housing Authority January 2006 - January 2008
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Industrial Engineering
PNC Wealth Management December 2013 - November 2014
Independence Blue Cross January 2013 - December 2013
Independence Blue Cross January 2008 - 2013
Philadelphia Housing Authority January 2006 - January 2008
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Industrial Engineering
John F Dunn's PNC Wealth Management Experience September 2012 - Present
Job Vice President/Tax Compliance Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2012 - Present
PNC Wealth Management January 1998 - September 2012
PNC Private Bank January 1997 - January 1998
PNC Private Bank January 1996 - January 1997
PNC Private Bank January 1993 - January 1996
CoreStates/First Pennsylvania Bank January 1990 - January 1993
CoreStates/First Pennsylvania Bank January 1982 - January 1990
CoreStates/First Pennsylvania Bank January 1973 - January 1982
Skills
Tax Preparation &..., Tax, Income Tax, Budgets, Leadership, Financial Services
Education
LaSalle University
Bachelor of Science (BS), Business Administration and Management, General
Peirce College
Associate's degree, Business Administration and Management, General
PNC Wealth Management September 2012 - Present
PNC Wealth Management January 1998 - September 2012
PNC Private Bank January 1997 - January 1998
PNC Private Bank January 1996 - January 1997
PNC Private Bank January 1993 - January 1996
CoreStates/First Pennsylvania Bank January 1990 - January 1993
CoreStates/First Pennsylvania Bank January 1982 - January 1990
CoreStates/First Pennsylvania Bank January 1973 - January 1982
Skills
Tax Preparation &..., Tax, Income Tax, Budgets, Leadership, Financial Services
Education
LaSalle University
Bachelor of Science (BS), Business Administration and Management, General
Peirce College
Associate's degree, Business Administration and Management, General
Shirley Kerr's PNC Wealth Management Experience June 1976 - Present
Job retired at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 1976 - Present
Equibank 1965 - 1975
Skills
settling estates and..., Trusts, Wills
Education
Penn State University 1989 — 1990
Paralegal
Glassport High School 1960 — 1964
high school diploma
PNC Wealth Management June 1976 - Present
Equibank 1965 - 1975
Skills
settling estates and..., Trusts, Wills
Education
Penn State University 1989 — 1990
Paralegal
Glassport High School 1960 — 1964
high school diploma
David J. Curtis's PNC Wealth Management Experience 2004 - 2013
Job Trust and Investment Officer at First United Bank and Trust
Industry Financial Services
Experience
First United Bank and Trust 2014 - Present
PNC Wealth Management 2004 - 2013
New York Life Insurance Company 1995 - 2004
Mercyhurst University August 1983 - 1995
Skills
Investments, Wealth Management, Mutual Funds, Insurance, Fixed Annuities, Financial Services, Finance, Banking, Retirement, Life Insurance, Leadership, Estate Planning, Financial Advisory, Sales, Wealth, Investment Management, Financial Planners, New Business Development, High Net Worth..., Disability Insurance
Education
Mercyhurst University 1981 — 1985
Bachelor of Business Administration (BBA)
Mercyhurst University
us, Business Administration and Management, General
Mercyhurst University
Bachelor of Business Administration (B.B.A.)
First United Bank and Trust 2014 - Present
PNC Wealth Management 2004 - 2013
New York Life Insurance Company 1995 - 2004
Mercyhurst University August 1983 - 1995
Skills
Investments, Wealth Management, Mutual Funds, Insurance, Fixed Annuities, Financial Services, Finance, Banking, Retirement, Life Insurance, Leadership, Estate Planning, Financial Advisory, Sales, Wealth, Investment Management, Financial Planners, New Business Development, High Net Worth..., Disability Insurance
Education
Mercyhurst University 1981 — 1985
Bachelor of Business Administration (BBA)
Mercyhurst University
us, Business Administration and Management, General
Mercyhurst University
Bachelor of Business Administration (B.B.A.)
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank