PNC Wealth Management
Industry: Bank holding company
DescriptionPNC Financial Services Group, Inc. is a bank holding company and financial services corporation based in Pittsburgh. Its bank operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs. Customer service: 00 1 412-803-7711 Headquarters: Pittsburgh, Pennsylvania, United States Founded: 10 April 1845 Revenue: 16.33 billion USD (2017) Subsidiaries: Harris Williams & Co., Did you know: PNC Financial Services is the eighth-largest bank in the US by total assets ($380 B). wikipedia.org
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PNC Wealth Management Employees
Employee
Years
Job
Industry
Marlene McCafferty Marlene McCafferty's PNC Wealth Management Experience June 2012 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2012 - Present
PNC Bank September 1998 - July 2012
Skills
Banking, Investments, Credit, Retail Banking, Wealth Management, Portfolio Management, Loans, Cash Management, Commercial Lending, Credit Analysis, Relationship Management, Consumer Lending, Commercial Banking
Education
Temple University
Business
PNC Wealth Management June 2012 - Present
PNC Bank September 1998 - July 2012
Skills
Banking, Investments, Credit, Retail Banking, Wealth Management, Portfolio Management, Loans, Cash Management, Commercial Lending, Credit Analysis, Relationship Management, Consumer Lending, Commercial Banking
Education
Temple University
Business
Vicki Kane, CTFA Vicki Kane, CTFA's PNC Wealth Management Experience August 2014 - Present
Job Vice President and Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
Raymond James Trust N.A. December 2010 - July 2014
BB&T 2008 - 2010
SunTrust Bank, Tampa Bay January 1988 - September 2008
Skills
Trusts, Wealth Management, Loans, Estate Planning, Banking, Trust Services, Commercial Lending, Consumer Lending, Insurance, Retirement Planning, Investments, Asset Allocation, Nonprofits, Wealth Management..., High Net Worth..., Strategic Financial..., Series 7, Investment Advisory, Asset Management, Wealth, Securities, Retirement, Mutual Funds, Investment Strategies, IRAs, Financial Advisory, Portfolio Management
Education
St. Petersburg College
A.A., Business Administration
University of South Florida
B.S., Finance
PNC Wealth Management August 2014 - Present
Raymond James Trust N.A. December 2010 - July 2014
BB&T 2008 - 2010
SunTrust Bank, Tampa Bay January 1988 - September 2008
Skills
Trusts, Wealth Management, Loans, Estate Planning, Banking, Trust Services, Commercial Lending, Consumer Lending, Insurance, Retirement Planning, Investments, Asset Allocation, Nonprofits, Wealth Management..., High Net Worth..., Strategic Financial..., Series 7, Investment Advisory, Asset Management, Wealth, Securities, Retirement, Mutual Funds, Investment Strategies, IRAs, Financial Advisory, Portfolio Management
Education
St. Petersburg College
A.A., Business Administration
University of South Florida
B.S., Finance
Doug Hicks CPA, CFP® Doug Hicks CPA, CFP®'s PNC Wealth Management Experience September 2013 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
PNC Wealth Management September 2013 - Present
MAI Wealth Advisors, LLC November 2012 - September 2013
Merrill Lynch June 2005 - November 2012
Morgan Stanley Wealth Management June 2004 - June 2005
KPMG January 2003 - May 2003
Skills
Strategic Financial..., Investments, Estate Planning, Certified Financial..., Portfolio Management, Notary Public, Mutual Funds, Financial Analysis, Equities, Financial Modeling, Fixed Income, Bonds, Hedge Funds, Asset Managment, Alternative Investments, Valuation, Passed Level 1 of the..., 401k, Investment Strategies, Equity Research, Securities, Financial Statement..., Capital Markets, Derivatives, Risk Management, Financial Reporting, CPA, Business Succession..., Series 7, Series 66, Series 63, Series 65, Insurance License...
Education
The University of Akron
Bachelor of Science (B.S.), Accounting, Cum Laude
The University of Akron
Bachelor of Science (B.S.), Finance, Cum Laude
Christopher A. Stierle Christopher A. Stierle's PNC Wealth Management Experience 2006 - 2007
Job Software Engineer at Coriell Institute for Medical Research
Industry Computer Software
Experience
Coriell Institute for Medical Research August 2013 - Present
Experis IT January 2013 - July 2013
SunGard Availability Services October 2012 - January 2013
NELSON architects 2007 - October 2012
PNC Wealth Management 2006 - 2007
Pinnacle Foods Corporation 2004 - 2006
PayChoice 2001 - 2003
Proscape Technologies 1999 - 2001
Bowne 1997 - 1999
Wilson, Hewitt and Associates 1994 - 1997
Skills
Microsoft SQL Server, ASP.NET, Agile Methodologies, JavaScript, Software Development, C#, Databases, Visual Studio, SQL, .NET, Scrum, T-SQL, ASP.NET MVC, Oracle, Project Management, jQuery, Software Engineering, VB.NET, Leadership, Management, Entity Framework, CSS, SDLC
Education
Rowan College at Gloucester County 1990 — 1992
English Language, Systems Analysis, Programming
Deptford High School 1985 — 1988
High School Diploma, Computer Programming
Coriell Institute for Medical Research August 2013 - Present
Experis IT January 2013 - July 2013
SunGard Availability Services October 2012 - January 2013
NELSON architects 2007 - October 2012
PNC Wealth Management 2006 - 2007
Pinnacle Foods Corporation 2004 - 2006
PayChoice 2001 - 2003
Proscape Technologies 1999 - 2001
Bowne 1997 - 1999
Wilson, Hewitt and Associates 1994 - 1997
Skills
Microsoft SQL Server, ASP.NET, Agile Methodologies, JavaScript, Software Development, C#, Databases, Visual Studio, SQL, .NET, Scrum, T-SQL, ASP.NET MVC, Oracle, Project Management, jQuery, Software Engineering, VB.NET, Leadership, Management, Entity Framework, CSS, SDLC
Education
Rowan College at Gloucester County 1990 — 1992
English Language, Systems Analysis, Programming
Deptford High School 1985 — 1988
High School Diploma, Computer Programming
Suzanne Csanyi Suzanne Csanyi's PNC Wealth Management Experience June 2013 - Present
Job Senior Retirement Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2013 - Present
PNC Bank July 2002 - Present
Arthur Andersen October 2000 - April 2002
Ziegler Metzger & Miller December 1998 - October 2000
Skills
IRA Administration..., Trusts, Retirement Planning, Estate Planning, Wealth Management, Wills, High Net Worth..., Wealth Planning, Strategic Financial..., Guardianship, Tax
Education
University of Akron School of Law 1995 — 1998
JD, Estate Planning, Tax, Probate
The University of Akron 1987 — 1991
BA, Business & Organizational Communications
PNC Wealth Management June 2013 - Present
PNC Bank July 2002 - Present
Arthur Andersen October 2000 - April 2002
Ziegler Metzger & Miller December 1998 - October 2000
Skills
IRA Administration..., Trusts, Retirement Planning, Estate Planning, Wealth Management, Wills, High Net Worth..., Wealth Planning, Strategic Financial..., Guardianship, Tax
Education
University of Akron School of Law 1995 — 1998
JD, Estate Planning, Tax, Probate
The University of Akron 1987 — 1991
BA, Business & Organizational Communications
Shawn Hornyak Shawn Hornyak's PNC Wealth Management Experience 1999 - 2005
Job Customer Experience Leader with 15+ years of experience driving sales growth, profit improvement, and productivity gains
Industry Banking
Experience
RBS Citizens Financial 2012 - Present
PNC Bank 2008 - 2011
Wachovia 2007 - 2008
PNC Financial Services 2005 - 2007
PNC Wealth Management 1999 - 2005
Skills
Customer Service..., Customer Satisfaction, Sales Leadership, Team Building, Team Leadership, Training & Coaching, Public Speaking, Presentations, Project Management, Performance Management, Process Management, Budget Development, Budget Management, Turnaround Management, Infrastructure..., Program Management, Process Improvement, Cross-fucnational..., Change Management, Organizational..., Operations Excellence, Budgets, Customer Service, Turn Around Management, Customer Experience, Strategy, Sales Management, Marketing Strategy, Operational Excellence, Training, Strategic Planning, Employee Engagement, Banking, Retail, Talent Management, Vendor Management, Retail Banking, Time Management, CRM
Education
Robert Morris University
MBA, 4.0 GPA
The Pennsylvania State University
BS in Finance
RBS Citizens Financial 2012 - Present
PNC Bank 2008 - 2011
Wachovia 2007 - 2008
PNC Financial Services 2005 - 2007
PNC Wealth Management 1999 - 2005
Skills
Customer Service..., Customer Satisfaction, Sales Leadership, Team Building, Team Leadership, Training & Coaching, Public Speaking, Presentations, Project Management, Performance Management, Process Management, Budget Development, Budget Management, Turnaround Management, Infrastructure..., Program Management, Process Improvement, Cross-fucnational..., Change Management, Organizational..., Operations Excellence, Budgets, Customer Service, Turn Around Management, Customer Experience, Strategy, Sales Management, Marketing Strategy, Operational Excellence, Training, Strategic Planning, Employee Engagement, Banking, Retail, Talent Management, Vendor Management, Retail Banking, Time Management, CRM
Education
Robert Morris University
MBA, 4.0 GPA
The Pennsylvania State University
BS in Finance
Vaughn Yeager Vaughn Yeager's PNC Wealth Management Experience October 2012 - Present
Job Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2012 - Present
Sabadell Bank & Trust November 2010 - November 2012
Citigroup Trust January 2008 - November 2010
Citicorp Trust, N.A. July 2008 - April 2010
Citigroup Trust May 2007 - June 2008
National City Bank 2005 - 2007
Birmingham School of Law 2000 - 2005
AmSouth Bank 1995 - 2005
SunTrust Bank 1990 - 1995
First Union 1990 - 1990
Skills
Trust Services, Wealth Management, Banking, Portfolio Management, Credit, Loans, Commercial Lending, Asset Managment, Investments, Private Banking, Commercial Banking, Asset Management, Financial Services, Management, Retirement Planning, Trusts, Capital Markets, Credit Analysis, Securities
Education
Birmingham School of Law 1996 — 1999
JD, Law, With Honors
Samford University 1979 — 1984
Bachelor of Science
PNC Wealth Management October 2012 - Present
Sabadell Bank & Trust November 2010 - November 2012
Citigroup Trust January 2008 - November 2010
Citicorp Trust, N.A. July 2008 - April 2010
Citigroup Trust May 2007 - June 2008
National City Bank 2005 - 2007
Birmingham School of Law 2000 - 2005
AmSouth Bank 1995 - 2005
SunTrust Bank 1990 - 1995
First Union 1990 - 1990
Skills
Trust Services, Wealth Management, Banking, Portfolio Management, Credit, Loans, Commercial Lending, Asset Managment, Investments, Private Banking, Commercial Banking, Asset Management, Financial Services, Management, Retirement Planning, Trusts, Capital Markets, Credit Analysis, Securities
Education
Birmingham School of Law 1996 — 1999
JD, Law, With Honors
Samford University 1979 — 1984
Bachelor of Science
Carolyn Simon's PNC Wealth Management Experience October 2012 - August 2014
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
Chris Freddo's PNC Wealth Management Experience January 2011 - Present
Job Channel Developement Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2011 - Present
PNC Wealth Management June 2008 - January 2011
PNC February 2007 - June 2008
PNC April 2005 - February 2007
Trillium Trading, LLC January 2002 - April 2005
Tradescape July 2001 - January 2002
American Express May 2000 - July 2001
Skills
Wealth Management, Private Banking, High Net Worth..., Estate Planning, Wealth, Asset Management, Financial Planning, Investments, Retirement Planning, Banking, Asset, Loans, Credit, Mortgage, Securities, Cash Flow, Portfolio Management, Insurance, Equities, Risk, Mutual Funds, Hedge Funds, Retirement, Derivatives, Risk Management, Retirement Income..., FX, Bonds, Mortgage Lending, Strategic Financial..., Finance, Series 7, Relationship Management, Commercial Banking, Asset Allocation, Credit Analysis, Series 63, Commercial Lending, Investment Advisory, Financial Services, Wealth Management..., Small Business Lending, Alternative Investments, Treasury Management, Investment Strategies, Fixed Income, Investment Management, Uniform Combined State..., Financial Risk
Education
Rider University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Rider University 1996 — 2000
PNC Wealth Management January 2011 - Present
PNC Wealth Management June 2008 - January 2011
PNC February 2007 - June 2008
PNC April 2005 - February 2007
Trillium Trading, LLC January 2002 - April 2005
Tradescape July 2001 - January 2002
American Express May 2000 - July 2001
Skills
Wealth Management, Private Banking, High Net Worth..., Estate Planning, Wealth, Asset Management, Financial Planning, Investments, Retirement Planning, Banking, Asset, Loans, Credit, Mortgage, Securities, Cash Flow, Portfolio Management, Insurance, Equities, Risk, Mutual Funds, Hedge Funds, Retirement, Derivatives, Risk Management, Retirement Income..., FX, Bonds, Mortgage Lending, Strategic Financial..., Finance, Series 7, Relationship Management, Commercial Banking, Asset Allocation, Credit Analysis, Series 63, Commercial Lending, Investment Advisory, Financial Services, Wealth Management..., Small Business Lending, Alternative Investments, Treasury Management, Investment Strategies, Fixed Income, Investment Management, Uniform Combined State..., Financial Risk
Education
Rider University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Rider University 1996 — 2000
Kirk Loerwald, CFP® Kirk Loerwald, CFP®'s PNC Wealth Management Experience April 2014 - Present
Job Vice President/ Sr. Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
Level Four Advisory Services, LLC May 2013 - April 2014
First Command Financial Planning April 2011 - May 2013
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Retirement, Investment Advisory, Mutual Funds, Investments, Series 63, Series 7, Insurance, Asset Management, Portfolio Management, Investment Management, Certified Financial..., Long-term Care, Disability Insurance, Risk Management, Strategic Planning
Education
Texas Tech University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
The American College
ChFC®
PNC Wealth Management April 2014 - Present
Level Four Advisory Services, LLC May 2013 - April 2014
First Command Financial Planning April 2011 - May 2013
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Retirement, Investment Advisory, Mutual Funds, Investments, Series 63, Series 7, Insurance, Asset Management, Portfolio Management, Investment Management, Certified Financial..., Long-term Care, Disability Insurance, Risk Management, Strategic Planning
Education
Texas Tech University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
The American College
ChFC®
Bryan Welge Bryan Welge's PNC Wealth Management Experience September 2013 - Present
Job Investment Sales and Service Coordinator at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management September 2013 - Present
Stifel, Nicolaus & Co. July 2012 - August 2013
Northwestern Mutual May 2011 - May 2012
Saluki Student Investment Fund January 2011 - May 2012
Education
Southern Illinois University, Carbondale 2010 — 2012
Bachelor’s Degree, Finance-Financial Management
Southwestern Illinois College 2008 — 2010
Associate’s Degree
PNC Wealth Management September 2013 - Present
Stifel, Nicolaus & Co. July 2012 - August 2013
Northwestern Mutual May 2011 - May 2012
Saluki Student Investment Fund January 2011 - May 2012
Education
Southern Illinois University, Carbondale 2010 — 2012
Bachelor’s Degree, Finance-Financial Management
Southwestern Illinois College 2008 — 2010
Associate’s Degree
Jenina Smith's PNC Wealth Management Experience December 2009 - October 2012
Job Accountant at Commonwealth Trust Company
Industry Financial Services
Experience
Commonwealth Trust Company October 2012 - Present
PNC Wealth Management December 2009 - October 2012
PNC Global Investment Services June 2007 - December 2009
Skills
Tax, Strategic Financial..., Leadership, Financial Services, Accounting, High Net Worth..., Financial Reporting, Tax Law, Income Tax, Finance, Account Reconciliation, Tax Advisory, Trusts, Financial Planners, Due Diligence, Financial Accounting, Tax Preparation, Tax Returns
Education
Widener University 2007 — 2008
Masters, Taxation and Financial Planning
Temple University 1999 — 2003
BBA, Business Law
Commonwealth Trust Company October 2012 - Present
PNC Wealth Management December 2009 - October 2012
PNC Global Investment Services June 2007 - December 2009
Skills
Tax, Strategic Financial..., Leadership, Financial Services, Accounting, High Net Worth..., Financial Reporting, Tax Law, Income Tax, Finance, Account Reconciliation, Tax Advisory, Trusts, Financial Planners, Due Diligence, Financial Accounting, Tax Preparation, Tax Returns
Education
Widener University 2007 — 2008
Masters, Taxation and Financial Planning
Temple University 1999 — 2003
BBA, Business Law
Alecia Bohn Alecia Bohn's PNC Wealth Management Experience September 2013 - Present
Job BANKING ADVISOR, AVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
PNC July 1995 - Present
Dun & Bradstreet November 1985 - May 1995
Skills
Small Business Lending, Commercial Banking, Credit, Loans, Consumer Lending, Commercial Lending, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Analysis, Retail Banking, Commercial Mortgages, Mortgage Banking, Cross Selling, Branch Management, Construction Loans, Deposits, Banking, Finance, Residential Mortgages, Financial Analysis, Customer Service, Risk Management, Credit Risk, Management, Portfolio Management, Leadership
Education
Stephens College 1981 — 1985
BA, Journalism
PNC Wealth Management September 2013 - Present
PNC July 1995 - Present
Dun & Bradstreet November 1985 - May 1995
Skills
Small Business Lending, Commercial Banking, Credit, Loans, Consumer Lending, Commercial Lending, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Analysis, Retail Banking, Commercial Mortgages, Mortgage Banking, Cross Selling, Branch Management, Construction Loans, Deposits, Banking, Finance, Residential Mortgages, Financial Analysis, Customer Service, Risk Management, Credit Risk, Management, Portfolio Management, Leadership
Education
Stephens College 1981 — 1985
BA, Journalism
Brian Balint Brian Balint's PNC Wealth Management Experience May 2010 - May 2013
Job AVP, Product Manager I at PNC Asset Management Group
Industry Financial Services
Experience
PNC Asset Management Group May 2013 - Present
PNC Wealth Management May 2010 - May 2013
E.E. Powell & Company, Inc. October 2003 - April 2010
Skills
Analysis, Investments, Mutual Funds, Finance
Education
Robert Morris University 1998 — 2002
Bachelor of Science (BS), Finance, General
PNC Asset Management Group May 2013 - Present
PNC Wealth Management May 2010 - May 2013
E.E. Powell & Company, Inc. October 2003 - April 2010
Skills
Analysis, Investments, Mutual Funds, Finance
Education
Robert Morris University 1998 — 2002
Bachelor of Science (BS), Finance, General
Aruna K. Pappu, Esq. Aruna K. Pappu, Esq.'s PNC Wealth Management Experience October 2012 - August 2013
Job Seeking a new position in Trust, Estate and Fiduciary Management in the Philadelphia, PA area.
Industry Financial Services
Experience
PNC Wealth Management October 2012 - August 2013
Wilmington Trust July 2010 - October 2012
J.P. Morgan September 2007 - December 2009
Skills
Provide Fiduciary..., Comprehensive..., Proven team player. ..., Financial Advisory, Financial Services, Management, CRM, Tax, Training, Finance, Portfolio Management, High Net Worth..., Fiduciary, Wealth Management, Wealth, Estate Planning, Financial Planners, Securities, Financial Planning
Education
Temple University - James E. Beasley School of Law 2003 — 2005
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1989 — 1993
Doctor of Law (J.D.), Taxation
PNC Wealth Management October 2012 - August 2013
Wilmington Trust July 2010 - October 2012
J.P. Morgan September 2007 - December 2009
Skills
Provide Fiduciary..., Comprehensive..., Proven team player. ..., Financial Advisory, Financial Services, Management, CRM, Tax, Training, Finance, Portfolio Management, High Net Worth..., Fiduciary, Wealth Management, Wealth, Estate Planning, Financial Planners, Securities, Financial Planning
Education
Temple University - James E. Beasley School of Law 2003 — 2005
Master of Laws (LL.M.), Taxation
Rutgers University School of Law - Camden 1989 — 1993
Doctor of Law (J.D.), Taxation
John Morman John Morman's PNC Wealth Management Experience November 2004 - Present
Job Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2004 - Present
Charter One Trust Services September 2002 - October 2004
BankOne Wealth Management August 1983 - August 2002
Skills
Personal Trust...
Education
Walsh College of Accountancy and Business Administration 1989 — 1991
Masters of Management, Business Administration, Management and Operations
The Ohio State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
PNC Wealth Management November 2004 - Present
Charter One Trust Services September 2002 - October 2004
BankOne Wealth Management August 1983 - August 2002
Skills
Personal Trust...
Education
Walsh College of Accountancy and Business Administration 1989 — 1991
Masters of Management, Business Administration, Management and Operations
The Ohio State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Alicia Garder Alicia Garder's PNC Wealth Management Experience June 2012 - August 2012
Job Corporate Development Program | Rotational Technology Analyst at JP Morgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2013 - May 2014
PNC Wealth Management June 2012 - August 2012
Skills
SharePoint, Java, Microsoft SQL Server, Microsoft Office, HTML, Visual Basic, Testing, Software Documentation, ASP.NET, Business Analysis, Customer Service, Data Analysis, Analysis, Project Management, PowerPoint, Oracle, VB.NET, .NET, Agile Methodologies
Education
Temple University 2009 — 2013
Bachelor of Science (B.S.), Information Science and Technology
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2013 - May 2014
PNC Wealth Management June 2012 - August 2012
Skills
SharePoint, Java, Microsoft SQL Server, Microsoft Office, HTML, Visual Basic, Testing, Software Documentation, ASP.NET, Business Analysis, Customer Service, Data Analysis, Analysis, Project Management, PowerPoint, Oracle, VB.NET, .NET, Agile Methodologies
Education
Temple University 2009 — 2013
Bachelor of Science (B.S.), Information Science and Technology
Jeff Cowley Jeff Cowley's PNC Wealth Management Experience May 2012 - April 2014
Job Senior Vice President & MidAtlantic Advisory Center Manager at SunTrust
Industry Banking
Experience
SunTrust June 2015 - Present
SunTrust Bank May 2014 - June 2015
PNC Wealth Management May 2012 - April 2014
Regions Bank October 2005 - May 2012
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, High Net Worth...
Education
Samford University, Cumberland School of Law 2002 — 2005
JD, Law
University of Alabama at Birmingham 1997 — 2002
BS, Finance
SunTrust June 2015 - Present
SunTrust Bank May 2014 - June 2015
PNC Wealth Management May 2012 - April 2014
Regions Bank October 2005 - May 2012
Skills
Estate Planning, Wealth Management, Trusts, Asset Allocation, High Net Worth...
Education
Samford University, Cumberland School of Law 2002 — 2005
JD, Law
University of Alabama at Birmingham 1997 — 2002
BS, Finance
Geoffrey McCarthy Geoffrey McCarthy's PNC Wealth Management Experience June 2014 - Present
Job Vice President/Sr. Estate Settlement Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2014 - Present
Wells Fargo October 2012 - June 2014
Phelan, Frantz & Peek March 2007 - October 2012
Skills
Estate Planning, Investments, Legal Writing, Tax, Wills, Trusts
Education
Seton Hall University School of Law 2002 — 2005
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.)
PNC Wealth Management June 2014 - Present
Wells Fargo October 2012 - June 2014
Phelan, Frantz & Peek March 2007 - October 2012
Skills
Estate Planning, Investments, Legal Writing, Tax, Wills, Trusts
Education
Seton Hall University School of Law 2002 — 2005
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Arts (B.A.)
Susan Dill Susan Dill's PNC Wealth Management Experience Medical Records ManagerOrthopaedic Surgoens, IncOctober 2002 - March 2014
Job Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management Medical Records ManagerOrthopaedic Surgoens, IncOctober 2002 - March 2014
Skills
Home Care, EHR, Managed Care, Mental Health, Surgery, Patient Education, Medical Education, Banking, Team Building
Education
University of Notre Dame 1982 — 1985
Bachelor of Arts (B.A.), Eonomics
St. Bonaventure University 1981 — 1982
PNC Wealth Management Medical Records ManagerOrthopaedic Surgoens, IncOctober 2002 - March 2014
Skills
Home Care, EHR, Managed Care, Mental Health, Surgery, Patient Education, Medical Education, Banking, Team Building
Education
University of Notre Dame 1982 — 1985
Bachelor of Arts (B.A.), Eonomics
St. Bonaventure University 1981 — 1982
Nathan Potter's PNC Wealth Management Experience August 2013 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 2013 - Present
PNC Wealth Management May 2012 - August 2013
PNC August 2010 - May 2011
Chase Technology Consultants, LLC June 2010 - August 2010
Education
West Virginia University 2006 — 2010
BA, Economics
Southern New Hampshire University
Master of Business Administration (M.B.A.), Finance
PNC Wealth Management August 2013 - Present
PNC Wealth Management May 2012 - August 2013
PNC August 2010 - May 2011
Chase Technology Consultants, LLC June 2010 - August 2010
Education
West Virginia University 2006 — 2010
BA, Economics
Southern New Hampshire University
Master of Business Administration (M.B.A.), Finance
James Beam James Beam's PNC Wealth Management Experience May 2006 - November 2013
Job Regional Investment Director (South) TD Private Client Wealth
Industry Investment Management
Experience
TD Private Client Wealth July 2015 - Present
SARC April 2006 - Present
TD Private Client Wealth November 2013 - June 2015
PNC Wealth Management May 2006 - November 2013
MedCPU September 2011 - December 2011
Skills
Global Investment..., Risk Management, Strategic Planning, Business Strategy, Relationship Management, Bloomberg Terminal, Factset Analytics, Thomson One Analytics, Derivatives, Options Strategies, Strategic Leadership, Business Development, Strategic Financial..., Wealth Management, Portfolio Management, Investments, Leadership, Securities, Investment Strategies, Asset Allocation, High Net Worth..., Alternative Investments, Asset Management, Wealth Management..., Series 7, FINRA
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Management
University of Nebraska-Lincoln
Master of Science (MSc), Financial Planning
Rowan University
Bachelor of Science; BSBA, Business Administration; Finance
TD Private Client Wealth July 2015 - Present
SARC April 2006 - Present
TD Private Client Wealth November 2013 - June 2015
PNC Wealth Management May 2006 - November 2013
MedCPU September 2011 - December 2011
Skills
Global Investment..., Risk Management, Strategic Planning, Business Strategy, Relationship Management, Bloomberg Terminal, Factset Analytics, Thomson One Analytics, Derivatives, Options Strategies, Strategic Leadership, Business Development, Strategic Financial..., Wealth Management, Portfolio Management, Investments, Leadership, Securities, Investment Strategies, Asset Allocation, High Net Worth..., Alternative Investments, Asset Management, Wealth Management..., Series 7, FINRA
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Management
University of Nebraska-Lincoln
Master of Science (MSc), Financial Planning
Rowan University
Bachelor of Science; BSBA, Business Administration; Finance
Janet J. Mangano Janet J. Mangano's PNC Wealth Management Experience 2000 - 2009
Job Portfolio Manager, Nonprofit Project Management Assistant, Pianist
Industry Nonprofit Organization Management
Experience
Newark Alliance, CareerWorks July 2012 - Present
NYSSA 2011 - Present
Baruch College 2010 - Present
Curtis Institute of Music 2012 - 2015
PNC Wealth Management 2000 - 2009
Merrill Lynch Investment Managers/Merrill Lynch Trust Company 1997 - 2000
Skills
Investments, Investment Advisory, Alternative Investments, Investment Strategies, Bonds, Convertible Bonds, Equity Derivatives, Interest Rate..., Equity Research, Equity Valuation, Fixed Income, Hedge Funds, Presentation Coaching, Online Research, Wireless Networking, Piano Performance, Report Writing, Statistics, Portfolio Management, Portfolio Strategy, Securities Offerings, Mentoring, Finance, Investment Banking, Analysis, Equities, Mutual Funds, Team Building, Due Diligence, Investment Management, Financial Services, Wealth Management, Corporate Finance
Education
The Juilliard School 2005 — 2010
Columbia University in the City of New York
MS, Library Service; Bibliography and Technical Services
University of Pennsylvania
BA, South Asia Regional Studies
Newark Alliance, CareerWorks July 2012 - Present
NYSSA 2011 - Present
Baruch College 2010 - Present
Curtis Institute of Music 2012 - 2015
PNC Wealth Management 2000 - 2009
Merrill Lynch Investment Managers/Merrill Lynch Trust Company 1997 - 2000
Skills
Investments, Investment Advisory, Alternative Investments, Investment Strategies, Bonds, Convertible Bonds, Equity Derivatives, Interest Rate..., Equity Research, Equity Valuation, Fixed Income, Hedge Funds, Presentation Coaching, Online Research, Wireless Networking, Piano Performance, Report Writing, Statistics, Portfolio Management, Portfolio Strategy, Securities Offerings, Mentoring, Finance, Investment Banking, Analysis, Equities, Mutual Funds, Team Building, Due Diligence, Investment Management, Financial Services, Wealth Management, Corporate Finance
Education
The Juilliard School 2005 — 2010
Columbia University in the City of New York
MS, Library Service; Bibliography and Technical Services
University of Pennsylvania
BA, South Asia Regional Studies
Tom Wilson, CFA Tom Wilson, CFA's PNC Wealth Management Experience July 2011 - July 2013
Job Director Investment Banking
Industry Investment Banking
Experience
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
René B. Roy, CFP®, ChFC®'s PNC Wealth Management Experience June 2008 - October 2013
Job Senior Portfolio Manager, Vice President at Fulton Financial Advisors & Clermont Wealth Strategies
Industry Investment Management
Experience
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
Fulton Financial Advisors & Clermont Wealth Strategies October 2013 - Present
PNC Wealth Management June 2008 - October 2013
TIAA-CREF Wealth Management April 2007 - June 2008
Wachovia Securities is now Wells Fargo Advisors November 2002 - April 2007
Merrill Lynch Wealth Management August 2000 - November 2002
Morgan Stanley Wealth Management January 1999 - August 2000
Skills
Bilingual - French, Alternative Investments, Wealth Management, Investments, Investment Strategies, Mutual Funds, Asset Managment, Portfolio Management, Fixed Income, Securities, Valuation, Wealth Management..., Private Banking, Asset Allocation, Series 7, Investment Advisory, Series 63, Equities, Financial Services, Financial Analysis, ETFs
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER™ Professional
The American College 2006 — 2006
Chartered Financial Consultant
Duquesne University 2004 — 2005
Excecutive Certificate, Financial Planning
University of Vermont 1986 — 1989
Bachelor of Science (B.S.), Economics
James B. Maze, CFA James B. Maze, CFA's PNC Wealth Management Experience 2002 - 2012
Job Senior Investment Advisor, Wealth Management
Industry Investment Management
Experience
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
New Hope, PA 2012 - Present
PNC Wealth Management 2002 - 2012
Merrill Lynch Investment Managers 1989 - 2002
Merrill Lynch July 1987 - June 1988
Skills
Wealth Management, Portfolio Management, Investment Advisory, Equities, Fixed Income, Equity Derivatives, Trusts, Customer Retention, Client Development, Microsoft Excel, Microsoft Access
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
Christina Nuzzo Christina Nuzzo's PNC Wealth Management Experience July 2005 - March 2007
Job Vice President and Wealth Advisory Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch 2007 - April 2010
PNC Wealth Management July 2005 - March 2007
Hudson United Bank Wealth Management February 2000 - July 2005
Hudson United Bank June 1997 - February 2000
Unilever 1990 - 1991
Skills
Wealth Management, Estate Planning, Financial Planning, Trusts, Retirement Planning, High Net Worth..., Wealth, Strategic Financial...
Education
Seton Hall University School of Law 1994 — 1997
Juris Doctor, Law
University of Amsterdam 1989 — 1990
International Relations/ International Law
Dwight Englewood School 1983 — 1985
High School
Neumann Prep
Morgan Stanley Smith Barney April 2010 - January 2012
Merrill Lynch 2007 - April 2010
PNC Wealth Management July 2005 - March 2007
Hudson United Bank Wealth Management February 2000 - July 2005
Hudson United Bank June 1997 - February 2000
Unilever 1990 - 1991
Skills
Wealth Management, Estate Planning, Financial Planning, Trusts, Retirement Planning, High Net Worth..., Wealth, Strategic Financial...
Education
Seton Hall University School of Law 1994 — 1997
Juris Doctor, Law
University of Amsterdam 1989 — 1990
International Relations/ International Law
Dwight Englewood School 1983 — 1985
High School
Neumann Prep
Kim Ledger's PNC Wealth Management Experience May 2010 - July 2014
Job Wealth Advisor
Industry Financial Services
Experience
KeyBank August 2014 - Present
PNC Wealth Management May 2010 - July 2014
First Financial Bank October 2009 - April 2010
Irwin Union Bank September 2003 - October 2009
Skills
Financial Advisory, Strategic Financial..., Management, Time Management, Wealth Management, Retirement Planning, Banking, Investments, Strategic Planning, Finance, Public Speaking, Asset Management, Asset Allocation, Series 7, Accounting, CRM, Customer Service, Credit, Networking, Private Banking, Investment Advisory, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Lending, Wealth, Certified Divorce..., Commercial Banking, Loans, Marketing Strategy, Small Business, Estate Planning, Retirement, Consumer Lending, Financial Planning
Education
Purdue University
KeyBank August 2014 - Present
PNC Wealth Management May 2010 - July 2014
First Financial Bank October 2009 - April 2010
Irwin Union Bank September 2003 - October 2009
Skills
Financial Advisory, Strategic Financial..., Management, Time Management, Wealth Management, Retirement Planning, Banking, Investments, Strategic Planning, Finance, Public Speaking, Asset Management, Asset Allocation, Series 7, Accounting, CRM, Customer Service, Credit, Networking, Private Banking, Investment Advisory, Small Business Lending, Mortgage Lending, Portfolio Management, Commercial Lending, Wealth, Certified Divorce..., Commercial Banking, Loans, Marketing Strategy, Small Business, Estate Planning, Retirement, Consumer Lending, Financial Planning
Education
Purdue University
Sheri Noon's PNC Wealth Management Experience October 2008 - Present
Job Vice President, Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2008 - Present
Education
Spalding University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Spalding Univesity
Master of Business Communication, Business Administration and Management, General
PNC Wealth Management October 2008 - Present
Education
Spalding University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Spalding Univesity
Master of Business Communication, Business Administration and Management, General
Catherine (Brackin) Azeles Catherine (Brackin) Azeles's PNC Wealth Management Experience September 2011 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2011 - Present
Massachusetts Mutual 2008 - September 2011
Prudential Financial May 2006 - December 2008
Skills
Sales, New Business Development, Relationship Management, Team Leadership
Education
Shippensburg University of Pennsylvania 2002 — 2006
Business
The American College 2012 — 2014
CFP, Finance
The American College 2012 — 2013
Certified Financial Planner
Avon Grove
PNC Wealth Management September 2011 - Present
Massachusetts Mutual 2008 - September 2011
Prudential Financial May 2006 - December 2008
Skills
Sales, New Business Development, Relationship Management, Team Leadership
Education
Shippensburg University of Pennsylvania 2002 — 2006
Business
The American College 2012 — 2014
CFP, Finance
The American College 2012 — 2013
Certified Financial Planner
Avon Grove
Anne Marie Levin, J.D., LL.M. Anne Marie Levin, J.D., LL.M.'s PNC Wealth Management Experience July 2007 - January 2012
Job Delaware Advantage Trust Specialist
Industry Financial Services
Experience
Key National Trust Company of Delaware January 2012 - Present
PNC Wealth Management July 2007 - January 2012
Skills
Retirement Planning, High Net Worth..., Series 7, Asset Allocation, Trust Services, Wealth Management..., Investments, Trusts, Wealth Management, Portfolio Management, Mutual Funds, Asset Management, Estate Planning, Wealth, Strategic Financial..., Investment Advisory, Asset Protection
Education
Villanova Law School 1996 — 1997
Master of Laws (LL.M.) in Taxation
Temple University - James E. Beasley School of Law
JD, Law
Villanova University
BA, Psychology and Sociology
Key National Trust Company of Delaware January 2012 - Present
PNC Wealth Management July 2007 - January 2012
Skills
Retirement Planning, High Net Worth..., Series 7, Asset Allocation, Trust Services, Wealth Management..., Investments, Trusts, Wealth Management, Portfolio Management, Mutual Funds, Asset Management, Estate Planning, Wealth, Strategic Financial..., Investment Advisory, Asset Protection
Education
Villanova Law School 1996 — 1997
Master of Laws (LL.M.) in Taxation
Temple University - James E. Beasley School of Law
JD, Law
Villanova University
BA, Psychology and Sociology
Justin de Luca CERTIFIED FINANCIAL PLANNER(TM) Justin de Luca CERTIFIED FINANCIAL PLANNER(TM)'s PNC Wealth Management Experience June 2012 - Present
Job Vice President and Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2012 - Present
Skills
Certified Financial..., CHARTERED FINANCIAL..., CHARTERED LIFE..., Series 7, SERIES 66
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance & Real Estate dual major
The American College
PNC Wealth Management June 2012 - Present
Skills
Certified Financial..., CHARTERED FINANCIAL..., CHARTERED LIFE..., Series 7, SERIES 66
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance & Real Estate dual major
The American College
Bradley Brewer Bradley Brewer's PNC Wealth Management Experience March 2003 - October 2013
Job Vice President, Business Analyst at PNC
Industry Banking
Experience
PNC October 2013 - Present
PNC Wealth Management March 2003 - October 2013
National City Bank October 2000 - March 2003
National City Bank January 1998 - October 2000
Skills
Asset Allocation, Asset Management, Equities, Portfolio Management, Investments, Wealth Management, Alternative Investments, Risk Management, Trading, Options, Derivatives, Financial Analysis, Financial Services, Securities, Finance, Mutual Funds, Investment Advisory, Banking, Fixed Income, Retirement Planning
Education
The College of Wooster 1990 — 1994
BA, Business Economics
PNC October 2013 - Present
PNC Wealth Management March 2003 - October 2013
National City Bank October 2000 - March 2003
National City Bank January 1998 - October 2000
Skills
Asset Allocation, Asset Management, Equities, Portfolio Management, Investments, Wealth Management, Alternative Investments, Risk Management, Trading, Options, Derivatives, Financial Analysis, Financial Services, Securities, Finance, Mutual Funds, Investment Advisory, Banking, Fixed Income, Retirement Planning
Education
The College of Wooster 1990 — 1994
BA, Business Economics
Paul Amand Paul Amand's PNC Wealth Management Experience October 1990 - Present
Job Vice President Central Account Review Team
Industry Financial Services
Experience
Chichester High School August 2015 - Present
PNC Wealth Management October 1990 - Present
Chichester School District December 2009 - December 2013
Chichester Education Foundation May 2007 - November 2010
Corestates Bank 1984 - 1990
Skills
Wealth Management, Guardianship, High Net Worth..., Trusts, Wealth Management..., Retirement Planning, Estate Planning
Education
Temple University - Fox School of Business and Management 1982 — 1995
BBA, Economics
LaSalle College High School 1978 — 1982
Chichester High School August 2015 - Present
PNC Wealth Management October 1990 - Present
Chichester School District December 2009 - December 2013
Chichester Education Foundation May 2007 - November 2010
Corestates Bank 1984 - 1990
Skills
Wealth Management, Guardianship, High Net Worth..., Trusts, Wealth Management..., Retirement Planning, Estate Planning
Education
Temple University - Fox School of Business and Management 1982 — 1995
BBA, Economics
LaSalle College High School 1978 — 1982
Chuck Grimm, CPA/PFS, CFP®, MBA Chuck Grimm, CPA/PFS, CFP®, MBA's PNC Wealth Management Experience October 2013 - Present
Job Vice President / Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
KeyPrivate Bank July 2009 - October 2013
JP Morgan Securities/Bear Stearns February 2007 - July 2009
Merrill Lynch August 2001 - February 2007
Huntington National Bank 1999 - 2001
KeyCorp 1990 - 1999
Empire of America 1986 - 1990
Skills
Strategic Financial..., Financial Planning, Wealth, Wealth Management..., Leadership, 401k, Finance, Financial Reporting, Estate Planning, Forecasting, Fixed Income, Insurance, Auditing, Process Improvement, Mutual Funds, Mortgage Lending, Financial Planners, Wealth Management, Financial Services, Investments, Loans, Retirement Planning, Small Business
Education
State University of New York at Buffalo - School of Management
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
Rome Free Academy
High School, Regents Diploma
PNC Wealth Management October 2013 - Present
KeyPrivate Bank July 2009 - October 2013
JP Morgan Securities/Bear Stearns February 2007 - July 2009
Merrill Lynch August 2001 - February 2007
Huntington National Bank 1999 - 2001
KeyCorp 1990 - 1999
Empire of America 1986 - 1990
Skills
Strategic Financial..., Financial Planning, Wealth, Wealth Management..., Leadership, 401k, Finance, Financial Reporting, Estate Planning, Forecasting, Fixed Income, Insurance, Auditing, Process Improvement, Mutual Funds, Mortgage Lending, Financial Planners, Wealth Management, Financial Services, Investments, Loans, Retirement Planning, Small Business
Education
State University of New York at Buffalo - School of Management
MBA, Finance
State University of New York at Buffalo - School of Management
BS, Accounting
Rome Free Academy
High School, Regents Diploma
Stacey Sash Jaskol Stacey Sash Jaskol's PNC Wealth Management Experience April 2014 - Present
Job Vice President, Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management April 2014 - Present
PNC March 2011 - April 2014
Prudential Fox and Roach Realtors 2008 - 2011
Surety Title Corporation January 2007 - January 2008
Law Offices of Stacey Jaskol August 2001 - 2008
Archer & Greiner 1994 - 2001
Blank, Rome, Comisky & McCauley June 1981 - December 1987
Skills
Real Estate, Residential, Sellers, Residential Homes, Investment Properties, Buyer Representation, Property Management, Commercial Real Estate
Education
Temple University - James E. Beasley School of Law 1982 — 1985
JD, Law
University of Pennsylvania 1977 — 1981
BA, Economics/Spanish
John F. Kennedy High School 1974 — 1977
HS
PNC Wealth Management April 2014 - Present
PNC March 2011 - April 2014
Prudential Fox and Roach Realtors 2008 - 2011
Surety Title Corporation January 2007 - January 2008
Law Offices of Stacey Jaskol August 2001 - 2008
Archer & Greiner 1994 - 2001
Blank, Rome, Comisky & McCauley June 1981 - December 1987
Skills
Real Estate, Residential, Sellers, Residential Homes, Investment Properties, Buyer Representation, Property Management, Commercial Real Estate
Education
Temple University - James E. Beasley School of Law 1982 — 1985
JD, Law
University of Pennsylvania 1977 — 1981
BA, Economics/Spanish
John F. Kennedy High School 1974 — 1977
HS
Kyle Gebhart's PNC Wealth Management Experience November 2014 - Present
Job Junior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2014 - Present
Salisbury University Investment Portfolio August 2013 - May 2014
Salisbury University August 2011 - May 2014
CFS/ Comprehensive Financial Solutions March 2013 - September 2013
Captains Galley Restaurant January 2007 - January 2012
Ocean City Golf and Yacht Club January 2004 - January 2007
Skills
Corporate Finance, Strategic Financial..., Microsoft Excel, Business Analysis, Accounting, Team Leadership, Budgets, PowerPoint, Strategic Planning, Leadership, Competitive Analysis, Social Networking, Teamwork, Team Building, Public Speaking, Facebook, Access
Education
Salisbury University 2010 — 2013
Bachelor of Science (B.S.), Financial Investments & Economics
PNC Wealth Management November 2014 - Present
Salisbury University Investment Portfolio August 2013 - May 2014
Salisbury University August 2011 - May 2014
CFS/ Comprehensive Financial Solutions March 2013 - September 2013
Captains Galley Restaurant January 2007 - January 2012
Ocean City Golf and Yacht Club January 2004 - January 2007
Skills
Corporate Finance, Strategic Financial..., Microsoft Excel, Business Analysis, Accounting, Team Leadership, Budgets, PowerPoint, Strategic Planning, Leadership, Competitive Analysis, Social Networking, Teamwork, Team Building, Public Speaking, Facebook, Access
Education
Salisbury University 2010 — 2013
Bachelor of Science (B.S.), Financial Investments & Economics
Matt Rocco Matt Rocco's PNC Wealth Management Experience October 2014 - Present
Job Banking Advisor, AVP PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2014 - Present
PNC BANK September 2012 - Present
BNY Mellon Wealth Management September 2010 - September 2012
Skills
Risk Management, Financial Services, Banking, Credit, Portfolio Management, Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Relationship Management
Education
Waynesburg College 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Slippery Rock University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
PNC Wealth Management October 2014 - Present
PNC BANK September 2012 - Present
BNY Mellon Wealth Management September 2010 - September 2012
Skills
Risk Management, Financial Services, Banking, Credit, Portfolio Management, Financial Analysis, Mortgage Lending, Commercial Lending, Commercial Banking, Relationship Management
Education
Waynesburg College 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Slippery Rock University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Bryan Koepp Bryan Koepp's PNC Wealth Management Experience October 2012 - Present
Job Senior Vice President/Regional Wealth Strategist Private Wealth Management at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2015 - Present
PNC Wealth Management October 2012 - Present
PNC Wealth Management March 2014 - August 2015
PNC Wealth Management July 2012 - August 2015
BB&T Wealth Management January 2011 - June 2012
BB&T 2011 - 2012
BB&T March 2008 - December 2010
AXA Equitable 2000 - 2007
College of Wooster 1995 - 1996
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Retirement Planning, Asset Allocation, Investments, Wealth, Small Business Lending, Investment Advisory, Investment Strategies
Education
The Ohio State University Moritz College of Law 1997 — 2000
Doctor of Law (J.D.)
The College of Wooster 1992 — 1996
B.A. with Honors, Political Science (Major), History (Minor), Communications (Minor)
Regions Bank August 2015 - Present
PNC Wealth Management October 2012 - Present
PNC Wealth Management March 2014 - August 2015
PNC Wealth Management July 2012 - August 2015
BB&T Wealth Management January 2011 - June 2012
BB&T 2011 - 2012
BB&T March 2008 - December 2010
AXA Equitable 2000 - 2007
College of Wooster 1995 - 1996
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Retirement Planning, Asset Allocation, Investments, Wealth, Small Business Lending, Investment Advisory, Investment Strategies
Education
The Ohio State University Moritz College of Law 1997 — 2000
Doctor of Law (J.D.)
The College of Wooster 1992 — 1996
B.A. with Honors, Political Science (Major), History (Minor), Communications (Minor)
Barry Ford Barry Ford's PNC Wealth Management Experience June 2014 - Present
Job PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2014 - Present
PNC Bank April 2011 - June 2014
PNC December 2006 - April 2011
Prudential Financial October 2004 - December 2006
Education
Rowan University 1999 — 2002
Bachelor's degree, English Literature
PNC Wealth Management June 2014 - Present
PNC Bank April 2011 - June 2014
PNC December 2006 - April 2011
Prudential Financial October 2004 - December 2006
Education
Rowan University 1999 — 2002
Bachelor's degree, English Literature
Frédéric Rousselin Frédéric Rousselin's PNC Wealth Management Experience December 2012 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2012 - Present
Aris Corporation July 2007 - December 2012
Susquehanna Trust and Investment Co May 2004 - July 2007
Valley Forge Asset Management November 1999 - May 2004
Skills
APX, Qube, Advent, Moxy, Microsoft Office, Bloomberg, Morningstar, Investment Policy..., Tactical Asset..., Fixed Income Portfolio..., Investment Strategies, Asset Allocation, French, High Net Worth...
Education
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor, Finance, Economics
IUT Amiens 1994 — 1996
BAC + 2, Sales and Marketing
PNC Wealth Management December 2012 - Present
Aris Corporation July 2007 - December 2012
Susquehanna Trust and Investment Co May 2004 - July 2007
Valley Forge Asset Management November 1999 - May 2004
Skills
APX, Qube, Advent, Moxy, Microsoft Office, Bloomberg, Morningstar, Investment Policy..., Tactical Asset..., Fixed Income Portfolio..., Investment Strategies, Asset Allocation, French, High Net Worth...
Education
Temple University - Fox School of Business and Management 1997 — 2001
Bachelor, Finance, Economics
IUT Amiens 1994 — 1996
BAC + 2, Sales and Marketing
Christopher Rowe, CFP® Christopher Rowe, CFP®'s PNC Wealth Management Experience October 2008 - Present
Job Investment Advisor
Industry Investment Management
Experience
Christina Conservancy December 2011 - Present
PNC Wealth Management October 2008 - Present
First Financial Group 2006 - 2008
Skills
Investments, Portfolio Management, Investment Advisory, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Equities, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Financial Planning, Banking, Financial Advisory, Fixed Income, Retirement
Education
The American College 2009 — 2011
Certified Financial Planner, Financial Planning and Services
Sussex Technical High School 1990 — 1994
Business
St. Elizabeth
Wesley College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christina Conservancy December 2011 - Present
PNC Wealth Management October 2008 - Present
First Financial Group 2006 - 2008
Skills
Investments, Portfolio Management, Investment Advisory, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Equities, Alternative Investments, Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Financial Planning, Banking, Financial Advisory, Fixed Income, Retirement
Education
The American College 2009 — 2011
Certified Financial Planner, Financial Planning and Services
Sussex Technical High School 1990 — 1994
Business
St. Elizabeth
Wesley College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Diane DiCanio Stein Diane DiCanio Stein's PNC Wealth Management Experience December 2011 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2011 - Present
Charles Schwab March 2004 - December 2011
Wachovia Bank 2002 - 2004
Citigroup 1987 - 2001
Skills
Relationship Management
Education
Stony Brook University 1983 — 1987
St. Edmunds High School 1979 — 1983
PNC Wealth Management December 2011 - Present
Charles Schwab March 2004 - December 2011
Wachovia Bank 2002 - 2004
Citigroup 1987 - 2001
Skills
Relationship Management
Education
Stony Brook University 1983 — 1987
St. Edmunds High School 1979 — 1983
Kevin R Sames Kevin R Sames's PNC Wealth Management Experience October 2011 - Present
Job Sales & Service Specialist Coordinator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2011 - Present
Richland Feed Co, Inc October 2009 - Present
TD Bank April 2007 - September 2009
Wachovia Bank November 1991 - March 2007
Barbizon Modeling January 1989 - January 1996
Skills
Employee Relations, Credit, Wealth Management, Private Banking, Office Management, Banking, Marketing Strategy, Time Management, Business Development, Securities, Recruiting, Relationship Management, Mutual Funds, Sales Operations, Asset Management, Management, Loans, Mortgage Lending, Financial Services, Retail Banking, Advertising, Risk Management, Commercial Banking, Customer Service, Sales, Investments, CRM
Education
Burlington County College 2010 — 2011
Entrepreneur Certificate Program, Small Business Admin
Quakertown High School 1981 — 1984
Upper Bucks Technical School 1981 — 1984
Marketing, Marketing
PNC Wealth Management October 2011 - Present
Richland Feed Co, Inc October 2009 - Present
TD Bank April 2007 - September 2009
Wachovia Bank November 1991 - March 2007
Barbizon Modeling January 1989 - January 1996
Skills
Employee Relations, Credit, Wealth Management, Private Banking, Office Management, Banking, Marketing Strategy, Time Management, Business Development, Securities, Recruiting, Relationship Management, Mutual Funds, Sales Operations, Asset Management, Management, Loans, Mortgage Lending, Financial Services, Retail Banking, Advertising, Risk Management, Commercial Banking, Customer Service, Sales, Investments, CRM
Education
Burlington County College 2010 — 2011
Entrepreneur Certificate Program, Small Business Admin
Quakertown High School 1981 — 1984
Upper Bucks Technical School 1981 — 1984
Marketing, Marketing
Sean Lore Sean Lore's PNC Wealth Management Experience May 2015 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2015 - Present
Education
Rutgers University – Camden 1989 — 1992
PNC Wealth Management May 2015 - Present
Education
Rutgers University – Camden 1989 — 1992
Kristin McCarthy's PNC Wealth Management Experience 2010 - July 2011
Job Assistant Vice President, Marketing at PNC Wealth Management
Industry Events Services
Experience
PNC Wealth Management (Unofficial) July 2014 - Present
PNC Bank August 2011 - July 2014
PNC Wealth Management 2010 - July 2011
Devon Theatre 2010 - 2011
Philadelphia Zoo January 2008 - April 2010
Adventure Aquarium January 2007 - January 2008
Walt Disney World College Program 2004 - 2006
Y100 2003 - 2005
Free Library of Philadelphia August 1996 - January 2004
Skills
Cvent, Microsoft Office, Photoshop, Adobe Acrobat, Event Management, Lotus Notes, Outlook, Project Management, Demand Management, Meeting Planning, Corporate Events, Events Coordination, Six Sigma, Lean Tools, Advertising, Event Planning, Management, Email Marketing, Social Networking, Training, Budgets, Social Media Marketing, Time Management, Marketing Communications, Fundraising, Public Relations, Marketing
Education
Temple University 2001 — 2006
BA, Communication
Philadelphia High School for Girls 1997 — 2001
High School Diploma
PNC Wealth Management (Unofficial) July 2014 - Present
PNC Bank August 2011 - July 2014
PNC Wealth Management 2010 - July 2011
Devon Theatre 2010 - 2011
Philadelphia Zoo January 2008 - April 2010
Adventure Aquarium January 2007 - January 2008
Walt Disney World College Program 2004 - 2006
Y100 2003 - 2005
Free Library of Philadelphia August 1996 - January 2004
Skills
Cvent, Microsoft Office, Photoshop, Adobe Acrobat, Event Management, Lotus Notes, Outlook, Project Management, Demand Management, Meeting Planning, Corporate Events, Events Coordination, Six Sigma, Lean Tools, Advertising, Event Planning, Management, Email Marketing, Social Networking, Training, Budgets, Social Media Marketing, Time Management, Marketing Communications, Fundraising, Public Relations, Marketing
Education
Temple University 2001 — 2006
BA, Communication
Philadelphia High School for Girls 1997 — 2001
High School Diploma
Payal Trivedi Payal Trivedi's PNC Wealth Management Experience January 2015 - Present
Job Associate Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2015 - Present
PNC Wealth Manangement June 2014 - January 2015
PNC Wealth Management August 2012 - June 2014
US Trust, Bank of America, Private Wealth Management October 2011 - May 2012
JPMorgan Chase & Co. May 2009 - October 2011
Wachovia Bank March 2006 - May 2009
Skills
Credit, Sales, Banking, Retail Banking, Customer Experience, Finance, Financial Analysis, Portfolio Management, Mortgage Lending, Financial Services, Relationship Management, Commercial Banking
Education
The American College 2015 — 2016
Certified Financial Planner Certification
Omega Credit Training 2014 — 2014
Walden University 2012 — 2014
Bachelors of Science, Business Administration & Minor in Finance
PNC Wealth Management January 2015 - Present
PNC Wealth Manangement June 2014 - January 2015
PNC Wealth Management August 2012 - June 2014
US Trust, Bank of America, Private Wealth Management October 2011 - May 2012
JPMorgan Chase & Co. May 2009 - October 2011
Wachovia Bank March 2006 - May 2009
Skills
Credit, Sales, Banking, Retail Banking, Customer Experience, Finance, Financial Analysis, Portfolio Management, Mortgage Lending, Financial Services, Relationship Management, Commercial Banking
Education
The American College 2015 — 2016
Certified Financial Planner Certification
Omega Credit Training 2014 — 2014
Walden University 2012 — 2014
Bachelors of Science, Business Administration & Minor in Finance
Nathan Chappell's PNC Wealth Management Experience January 2012 - August 2015
Job Development Advisor at PNC
Industry Banking
Experience
PNC August 2015 - Present
PNC Wealth Management January 2012 - August 2015
PNC Bank September 2010 - January 2012
Harsco Corporation May 2009 - August 2009
PNC Bank June 2006 - January 2009
Skills
Wealth Management, Personal Finance, Financial Statement..., Credit, Financial Services, Relationship Management, Creative Problem Solving, Private Banking, Strategic Thinking, Solution Selling, Banking, Analysis, Auditing, Financial Analysis, Consumer Lending, Cash Flow Lending, Securities Lending, Commercial Lending, Web Design, Building Relationships, WordPress, Retail Banking, Leadership, Commercial Banking, Loans, Finance, Small Business Lending, Sales, Cross Selling, Management, Customer Service, PowerPoint
Education
Susquehanna University 2006 — 2010
Bachelor's of Science, Business Administration, Finance
Leadership Lackawanna 2013 — 2014
Crestwood High School
PNC August 2015 - Present
PNC Wealth Management January 2012 - August 2015
PNC Bank September 2010 - January 2012
Harsco Corporation May 2009 - August 2009
PNC Bank June 2006 - January 2009
Skills
Wealth Management, Personal Finance, Financial Statement..., Credit, Financial Services, Relationship Management, Creative Problem Solving, Private Banking, Strategic Thinking, Solution Selling, Banking, Analysis, Auditing, Financial Analysis, Consumer Lending, Cash Flow Lending, Securities Lending, Commercial Lending, Web Design, Building Relationships, WordPress, Retail Banking, Leadership, Commercial Banking, Loans, Finance, Small Business Lending, Sales, Cross Selling, Management, Customer Service, PowerPoint
Education
Susquehanna University 2006 — 2010
Bachelor's of Science, Business Administration, Finance
Leadership Lackawanna 2013 — 2014
Crestwood High School
William Riechers William Riechers's PNC Wealth Management Experience September 2013 - Present
Job Sales and Service Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2013 - Present
St Bridget's Church - Philadelphia September 2012 - Present
PNC January 2011 - August 2013
St Bridget's Church - Philadelphia August 2008 - September 2012
PNC January 2007 - January 2011
Skills
Banking, Retail Banking, Supervisory Experience, Administrative..., Church Music, Piano, Jazz Piano, Songwriting, Sales, Cross Selling, Commercial Lending, Customer Service, Leadership, Management, Administrative..., Music, Microsoft Excel, Small Business Lending
Education
Temple University 2000 — 2004
Bachelor's degree, Music Performance, Jazz Piano
PNC Wealth Management September 2013 - Present
St Bridget's Church - Philadelphia September 2012 - Present
PNC January 2011 - August 2013
St Bridget's Church - Philadelphia August 2008 - September 2012
PNC January 2007 - January 2011
Skills
Banking, Retail Banking, Supervisory Experience, Administrative..., Church Music, Piano, Jazz Piano, Songwriting, Sales, Cross Selling, Commercial Lending, Customer Service, Leadership, Management, Administrative..., Music, Microsoft Excel, Small Business Lending
Education
Temple University 2000 — 2004
Bachelor's degree, Music Performance, Jazz Piano
Lauren Smeltzer's PNC Wealth Management Experience July 2011 - Present
Job Sales & Service Specialist at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management July 2011 - Present
PNC Capital Advisors, LLC August 2007 - July 2011
Skills
Public Speaking
Education
Rowan University 2002 — 2006
B.A., cum laude
PNC Wealth Management July 2011 - Present
PNC Capital Advisors, LLC August 2007 - July 2011
Skills
Public Speaking
Education
Rowan University 2002 — 2006
B.A., cum laude
Mark Hasenauer Mark Hasenauer's PNC Wealth Management Experience January 2012 - September 2015
Job High Net Worth Planner at TD Private Client Wealth
Industry Financial Services
Experience
TD Wealth Management September 2015 - Present
PNC Wealth Management January 2012 - September 2015
Citi Private Bank August 2010 - February 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Legacy Advisors April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP January 2000 - April 2003
Mattioni, Ltd January 1997 - January 2000
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory
Education
Villanova University School of Law
LLM (Taxation), Taxation
Widener University School of Law
JD
Rutgers University
BS, Accounting
TD Wealth Management September 2015 - Present
PNC Wealth Management January 2012 - September 2015
Citi Private Bank August 2010 - February 2012
Wachovia, A Wells Fargo Company September 2006 - August 2010
Legacy Advisors April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP January 2000 - April 2003
Mattioni, Ltd January 1997 - January 2000
Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory
Education
Villanova University School of Law
LLM (Taxation), Taxation
Widener University School of Law
JD
Rutgers University
BS, Accounting
Megan McConnell Brozowski, CFP®, CDFA™'s PNC Wealth Management Experience April 2014 - October 2015
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors October 2015 - Present
PNC Wealth Management April 2014 - October 2015
RegentAtlantic Capital, LLC September 2002 - September 2013
Jamison, Eaton & Wood November 2000 - September 2002
Zurich Scudder Investments August 1999 - November 2000
Skills
Financial Analysis
Education
St. Lawrence University 1995 — 1999
B.A., Economics
Kent Place School 1991 — 1995
Mariner Wealth Advisors October 2015 - Present
PNC Wealth Management April 2014 - October 2015
RegentAtlantic Capital, LLC September 2002 - September 2013
Jamison, Eaton & Wood November 2000 - September 2002
Zurich Scudder Investments August 1999 - November 2000
Skills
Financial Analysis
Education
St. Lawrence University 1995 — 1999
B.A., Economics
Kent Place School 1991 — 1995
Marc Dizard, CFA's PNC Wealth Management Experience December 2013 - Present
Job Investment Director
Industry Investment Management
Experience
PNC Wealth Management December 2013 - Present
Retirement Corporation of America 2011 - 2013
Bowling Portfolio Management June 2007 - November 2011
Skills
Portfolio Management, Financial Analysis, Asset Allocation, Securities, Mutual Funds, Hedge Funds, Financial Reporting, Leadership, Financial Services, Strategy, Private Equity, Investment Strategies
Education
The Ohio State University 2003 — 2006
Bachelor of Science, Business
Sycamore High School 1998 — 2002
PNC Wealth Management December 2013 - Present
Retirement Corporation of America 2011 - 2013
Bowling Portfolio Management June 2007 - November 2011
Skills
Portfolio Management, Financial Analysis, Asset Allocation, Securities, Mutual Funds, Hedge Funds, Financial Reporting, Leadership, Financial Services, Strategy, Private Equity, Investment Strategies
Education
The Ohio State University 2003 — 2006
Bachelor of Science, Business
Sycamore High School 1998 — 2002
Kevin P. Stout Kevin P. Stout's PNC Wealth Management Experience January 1999 - Present
Job Fiduciary Accountant at PNC Asset Management Group
Industry Banking
Experience
PNC Wealth Management January 1999 - Present
Continental Restaurant + Bar October 1995 - Present
First Union National Bank September 1985 - 1998
Fidelity Bank / Industrial Valley Bank 1981 - 1985
Skills
Spanish, Event Planning, Banking, Asset Management, Excel, Customer Relations, Word, Microsoft Office, Writing, Financial Reporting, Wealth Management, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Logistics Management, Restaurant Management, New Business Development, Market Research, Strategic Planning, Financial Analysis, Entrepreneurship, Budgets, Investments
Education
Pierce College
Computer Programming / Accounting, 3.8 GPA
Temple University 2006 — 2007
Real Estate Institute
PNC Wealth Management January 1999 - Present
Continental Restaurant + Bar October 1995 - Present
First Union National Bank September 1985 - 1998
Fidelity Bank / Industrial Valley Bank 1981 - 1985
Skills
Spanish, Event Planning, Banking, Asset Management, Excel, Customer Relations, Word, Microsoft Office, Writing, Financial Reporting, Wealth Management, Social Media, Microsoft Excel, Customer Service, Microsoft Word, Logistics Management, Restaurant Management, New Business Development, Market Research, Strategic Planning, Financial Analysis, Entrepreneurship, Budgets, Investments
Education
Pierce College
Computer Programming / Accounting, 3.8 GPA
Temple University 2006 — 2007
Real Estate Institute
Stephen Pappaterra's PNC Wealth Management Experience 2002 - Present
Job National Director of Wealth Planning at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2002 - Present
Archer & Greiner, P.C. August 1992 - August 1993
United Jersey Bank 1986 - 1991
New Jersey National Bank 1983 - 1986
New Jersey National Bank 1983 - 1986
Skills
Speaking Engagements, Executive Coaching, Talent Management, Estate Planning, Retirement Planning, Wealth Management..., Wealth, High Net Worth..., Trusts, Investment Management, Leadership, Coaching, Trust Services, Succession Planning, Wealth Management, Strategic Planning, Charitable Trusts, Certified Financial..., Team Building
Education
Rutgers University School of Law - Camden 1988 — 1992
J.D., Law
Rutgers University-New Brunswick 1979 — 1983
B.A., History
PNC Wealth Management 2002 - Present
Archer & Greiner, P.C. August 1992 - August 1993
United Jersey Bank 1986 - 1991
New Jersey National Bank 1983 - 1986
New Jersey National Bank 1983 - 1986
Skills
Speaking Engagements, Executive Coaching, Talent Management, Estate Planning, Retirement Planning, Wealth Management..., Wealth, High Net Worth..., Trusts, Investment Management, Leadership, Coaching, Trust Services, Succession Planning, Wealth Management, Strategic Planning, Charitable Trusts, Certified Financial..., Team Building
Education
Rutgers University School of Law - Camden 1988 — 1992
J.D., Law
Rutgers University-New Brunswick 1979 — 1983
B.A., History
Mark B. Johnston, CFP Mark B. Johnston, CFP's PNC Wealth Management Experience December 2011 - Present
Job Vice President at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management December 2011 - Present
Skills
Wealth Management, Retirement Planning, Investments, Asset Allocation, Asset Management, Strategic Financial..., Portfolio Management, Estate Planning, Mutual Funds, Financial Analysis, Investment Advisory, Alternative Investments, Strategic Planning, Tax, High Net Worth..., Accounting, Equities, Wealth Management..., Retirement, Financial Planning
Education
Robert Morris University 2010 — 2015
MBA
Westminster College (PA) 1996 — 2000
B.S., Business Administration
PNC Wealth Management December 2011 - Present
Skills
Wealth Management, Retirement Planning, Investments, Asset Allocation, Asset Management, Strategic Financial..., Portfolio Management, Estate Planning, Mutual Funds, Financial Analysis, Investment Advisory, Alternative Investments, Strategic Planning, Tax, High Net Worth..., Accounting, Equities, Wealth Management..., Retirement, Financial Planning
Education
Robert Morris University 2010 — 2015
MBA
Westminster College (PA) 1996 — 2000
B.S., Business Administration
Nate Holley's PNC Wealth Management Experience January 2014 - Present
Job Channel Development Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2014 - Present
PNC January 2013 - December 2013
PNC May 2010 - December 2012
AXA Advisors May 2008 - May 2010
Skills
Banking, Investments, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Finance, Sales, Marketing, Financial Analysis, Financial Advisory, Credit, Asset Management
Education
The Ohio State University 2003 — 2007
Medina High School 1998 — 2002
PNC Wealth Management January 2014 - Present
PNC January 2013 - December 2013
PNC May 2010 - December 2012
AXA Advisors May 2008 - May 2010
Skills
Banking, Investments, Portfolio Management, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Finance, Sales, Marketing, Financial Analysis, Financial Advisory, Credit, Asset Management
Education
The Ohio State University 2003 — 2007
Medina High School 1998 — 2002
Paul R. Balcerzak Paul R. Balcerzak's PNC Wealth Management Experience November 1997 - January 2006
Job Marketing Management Professional
Industry Financial Services
Experience
PNC Corporate & Institutional Banking 2006 - 2015
PNC Wealth Management November 1997 - January 2006
PNC Asset Management Group September 1996 - November 1997
PNC Brokerage Corp. [now PNC Investments] May 1995 - September 1996
Great Western Financial Securities Corporation May 1994 - May 1995
Great Western Financial Securities Corporation September 1991 - May 1994
Skills
Financial Services, Banking, Marketing, Marketing Communications, Marketing Strategy, Project Management, Strategy, Management, Leadership, Financial Analysis, Strategic Planning, Sales, Relationship Management, Integrated Marketing, Social Media Marketing, Direct Marketing
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Dayton
Bachelor of Science in Business Administration (BSBA), Marketing/Advertising
PNC Corporate & Institutional Banking 2006 - 2015
PNC Wealth Management November 1997 - January 2006
PNC Asset Management Group September 1996 - November 1997
PNC Brokerage Corp. [now PNC Investments] May 1995 - September 1996
Great Western Financial Securities Corporation May 1994 - May 1995
Great Western Financial Securities Corporation September 1991 - May 1994
Skills
Financial Services, Banking, Marketing, Marketing Communications, Marketing Strategy, Project Management, Strategy, Management, Leadership, Financial Analysis, Strategic Planning, Sales, Relationship Management, Integrated Marketing, Social Media Marketing, Direct Marketing
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Dayton
Bachelor of Science in Business Administration (BSBA), Marketing/Advertising
Marina Hayes, CFA's PNC Wealth Management Experience June 2013 - Present
Job AVP, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management June 2013 - Present
ICC Capital Management, Inc. September 2005 - December 2012
ICC Capital Management, Inc. April 2005 - August 2005
Skills
Management, Equities, Portfolio Management, Investments, Financial Analysis, Asset Management, Asset Allocation, Mutual Funds, Risk Management, Fixed Income, Financial Planning, Wealth Management, Alternative Investments, Securities
Education
University of South Florida 2003 — 2005
BS, Finance
St. Petersburg College 2000 — 2002
AA, Business Administration
Minsk State Linguistic University 1997 — 2000
English Language and Literature
PNC Wealth Management June 2013 - Present
ICC Capital Management, Inc. September 2005 - December 2012
ICC Capital Management, Inc. April 2005 - August 2005
Skills
Management, Equities, Portfolio Management, Investments, Financial Analysis, Asset Management, Asset Allocation, Mutual Funds, Risk Management, Fixed Income, Financial Planning, Wealth Management, Alternative Investments, Securities
Education
University of South Florida 2003 — 2005
BS, Finance
St. Petersburg College 2000 — 2002
AA, Business Administration
Minsk State Linguistic University 1997 — 2000
English Language and Literature
Anne Brensley's PNC Wealth Management Experience 2008 - 2010
Job Managing Director at BFT Advisors, LLC
Industry Financial Services
Experience
BFT Advisors 2010 - Present
PNC Wealth Management 2008 - 2010
John Hancock Funds 2004 - 2007
Skills
Investments
Education
Suffolk University Law School 2004 — 2008
JD, Estates and Trusts
BFT Advisors 2010 - Present
PNC Wealth Management 2008 - 2010
John Hancock Funds 2004 - 2007
Skills
Investments
Education
Suffolk University Law School 2004 — 2008
JD, Estates and Trusts
William O'Leary, CFP William O'Leary, CFP's PNC Wealth Management Experience June 2013 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management June 2013 - Present
Susquehanna Wealth Management May 2010 - June 2013
Susquehanna Trust & Investment Company July 2000 - May 2010
Skills
Team Leadership, Public Speaking, Non-profit Volunteering, Refereeing Youth Soccer, Community Service
Education
The Catholic University of America
Bachelor of Arts Degree, American History
Wilmington College
Master of Business Administration, Finance/Economics
PNC Wealth Management June 2013 - Present
Susquehanna Wealth Management May 2010 - June 2013
Susquehanna Trust & Investment Company July 2000 - May 2010
Skills
Team Leadership, Public Speaking, Non-profit Volunteering, Refereeing Youth Soccer, Community Service
Education
The Catholic University of America
Bachelor of Arts Degree, American History
Wilmington College
Master of Business Administration, Finance/Economics
Louie Atangan's PNC Wealth Management Experience June 2014 - Present
Job Vice President | Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2014 - Present
PNC Wealth Management June 2012 - June 2014
PNC November 2005 - June 2012
Citi March 2004 - November 2005
Education
Regent University 2000 — 2004
Master of Business Administration (MBA), Finance, General
Virginia Wesleyan College 1995 — 1999
Bachelor of Arts (B.A.), Accounting
PNC Wealth Management June 2014 - Present
PNC Wealth Management June 2012 - June 2014
PNC November 2005 - June 2012
Citi March 2004 - November 2005
Education
Regent University 2000 — 2004
Master of Business Administration (MBA), Finance, General
Virginia Wesleyan College 1995 — 1999
Bachelor of Arts (B.A.), Accounting
Dragan Stojkovski Dragan Stojkovski's PNC Wealth Management Experience July 2012 - Present
Job Channel Development Advisor /AVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2012 - Present
PNC Wealth Management October 2011 - June 2012
PNC March 2008 - September 2011
PNC Investments February 2007 - February 2008
MetLife November 2006 - March 2007
Skills
Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 6, Series 63, Life & Health Insurance..., Alternative Investments, Investment Strategies, Wealth Management..., Retirement Planning, Portfolio Management, High Net Worth..., Banking, Credit, Investments
Education
Ramapo College of New Jersey 1992 — 1995
BA, International Business
PNC Wealth Management July 2012 - Present
PNC Wealth Management October 2011 - June 2012
PNC March 2008 - September 2011
PNC Investments February 2007 - February 2008
MetLife November 2006 - March 2007
Skills
Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 6, Series 63, Life & Health Insurance..., Alternative Investments, Investment Strategies, Wealth Management..., Retirement Planning, Portfolio Management, High Net Worth..., Banking, Credit, Investments
Education
Ramapo College of New Jersey 1992 — 1995
BA, International Business
Shawn Zurat Shawn Zurat's PNC Wealth Management Experience January 1996 - Present
Job CTFA, CISP, Vice President and Senior Trust Advisor PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management January 1996 - Present
Probate Court of Cuyahoga County October 1990 - January 1996
Skills
Wealth Management, Asset Allocation, Portfolio Management, Strategic Financial..., Retirement Planning, Investments, Asset Management, Estate Planning, Trusts, Banking, Financial Advisory, High Net Worth..., Estate Tax Planning, IRAs, Wealth Management..., Investment Advisory, Series 7, Alternative Investments, Investment Management
Education
The University of Akron 1985 — 1989
Bachelor of Science, Accounting
PNC Wealth Management January 1996 - Present
Probate Court of Cuyahoga County October 1990 - January 1996
Skills
Wealth Management, Asset Allocation, Portfolio Management, Strategic Financial..., Retirement Planning, Investments, Asset Management, Estate Planning, Trusts, Banking, Financial Advisory, High Net Worth..., Estate Tax Planning, IRAs, Wealth Management..., Investment Advisory, Series 7, Alternative Investments, Investment Management
Education
The University of Akron 1985 — 1989
Bachelor of Science, Accounting
Sean Hull Sean Hull's PNC Wealth Management Experience September 2010 - Present
Job Relationship Manager at PNC Financial Services Group
Industry Financial Services
Experience
PNC Wealth Management September 2010 - Present
Wells Fargo October 2005 - July 2010
Wachovia/Wells Fargo October 2003 - October 2005
Wachovia September 2000 - October 2003
Chevy Chase/Capital One June 1997 - September 2000
Education
Salisbury University - Perdue School of Business 1983 — 1988
Bachelor of Science, Accounting
PNC Wealth Management September 2010 - Present
Wells Fargo October 2005 - July 2010
Wachovia/Wells Fargo October 2003 - October 2005
Wachovia September 2000 - October 2003
Chevy Chase/Capital One June 1997 - September 2000
Education
Salisbury University - Perdue School of Business 1983 — 1988
Bachelor of Science, Accounting
Kerby Wallick, CFA Kerby Wallick, CFA's PNC Wealth Management Experience July 2012 - July 2014
Job Chief Investment Strategist at StreamSong Advisors, LLC
Industry Investment Management
Experience
StreamSong Advisors, LLC September 2014 - Present
PNC Wealth Management July 2012 - July 2014
US Trust August 2010 - July 2012
Legacy Trust March 2006 - August 2010
Fifth Third Bank February 1996 - March 2006
FirstMerit Bank 1991 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services
Education
The University of Akron 1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General
StreamSong Advisors, LLC September 2014 - Present
PNC Wealth Management July 2012 - July 2014
US Trust August 2010 - July 2012
Legacy Trust March 2006 - August 2010
Fifth Third Bank February 1996 - March 2006
FirstMerit Bank 1991 - 1996
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Mutual Funds, High Net Worth..., Investment Management, Investment Strategies, Estate Planning, Alternative Investments, Asset Managment, Financial Analysis, Strategic Financial..., Wealth Management..., Retirement Planning, Equities, Equity Research, Financial Planning, Financial Advisory, Finance, Wealth, Securities, Financial Services
Education
The University of Akron 1985 — 1989
Bachelor of Science (B.S.) with Honors, Finance, General
Marcia Etheridge Marcia Etheridge's PNC Wealth Management Experience March 2015 - Present
Job Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2015 - Present
PNC Wealth Management November 2003 - March 2015
Mercantile Safe Deposit & Trust Co September 2000 - November 2003
Mercantile Safe Deposit & Trust Co August 1998 - September 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Finance, Trust Services, Investment Advisory, High Net Worth..., Wealth Management...
Education
University of Baltimore School of Law 2002 — 2006
Doctor of Law (J.D.)
Stevenson University 1997 — 1999
Bachelor of Science (B.S.), Paralegal Studies -Estates & Trust Concentration
Towson University 1993 — 1997
Bachelor of Science (B.S.), Political Science and Government
PNC Wealth Management March 2015 - Present
PNC Wealth Management November 2003 - March 2015
Mercantile Safe Deposit & Trust Co September 2000 - November 2003
Mercantile Safe Deposit & Trust Co August 1998 - September 2000
Skills
Retirement Planning, Estate Planning, Wealth Management, Asset Allocation, Finance, Trust Services, Investment Advisory, High Net Worth..., Wealth Management...
Education
University of Baltimore School of Law 2002 — 2006
Doctor of Law (J.D.)
Stevenson University 1997 — 1999
Bachelor of Science (B.S.), Paralegal Studies -Estates & Trust Concentration
Towson University 1993 — 1997
Bachelor of Science (B.S.), Political Science and Government
Doug Holthaus Doug Holthaus's PNC Wealth Management Experience October 2007 - February 2014
Job Senior Vice President at U.S Trust
Industry Financial Services
Experience
U.S. Trust February 2014 - Present
PNC Wealth Management October 2007 - February 2014
Four Corners Capital Management, LLC April 2007 - October 2007
Mercantile Capital Advisors October 2002 - May 2007
Deutsche Asset Management March 2000 - April 2002
FBR - Friedman Billings & Ramsey July 1998 - March 2000
Legg Mason September 1995 - July 1998
Skills
Investments, Strategic Planning, Wealth Management, Sales Management, Series 7, Series 65, Series 63, Equities, Fixed Income, Hedge Funds, Asset Allocation, Retirement Planning, Loans, Investment Management, Separately Managed..., High Net Worth..., Finance
Education
Salisbury University 1990 — 1994
Bachelor of Arts (BA), Political Science
U.S. Trust February 2014 - Present
PNC Wealth Management October 2007 - February 2014
Four Corners Capital Management, LLC April 2007 - October 2007
Mercantile Capital Advisors October 2002 - May 2007
Deutsche Asset Management March 2000 - April 2002
FBR - Friedman Billings & Ramsey July 1998 - March 2000
Legg Mason September 1995 - July 1998
Skills
Investments, Strategic Planning, Wealth Management, Sales Management, Series 7, Series 65, Series 63, Equities, Fixed Income, Hedge Funds, Asset Allocation, Retirement Planning, Loans, Investment Management, Separately Managed..., High Net Worth..., Finance
Education
Salisbury University 1990 — 1994
Bachelor of Arts (BA), Political Science
Nuno A. Rodrigues's PNC Wealth Management Experience June 2009 - April 2015
Job Managing Director Eastern Region, Wealth Management
Industry Banking
Experience
PNC April 2015 - Present
PNC Wealth Management June 2009 - April 2015
PNC Wealth Management April 2004 - June 2009
Wachovia and predecessor Banks February 1997 - March 2004
First Fidelity Bank and predecessors September 1993 - 1996
First Fidelity Bank and predecessors 1987 - 1993
Skills
Fluent in Portuguese, Able to comprehend and..., Wealth Management, Banking, Credit, Loans, Risk Management, Relationship Management, Credit Analysis, Commercial Banking, Private Banking, Wealth Management..., Mortgage Lending, Consumer Lending, High Net Worth..., Retail Banking, Financial Analysis, Commercial Lending, Mutual Funds, Financial Services, Portfolio Management, Asset Based Lending, Asset Management, Investment Advisory, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree, Business, Management, Marketing, and Related Support Services
PNC April 2015 - Present
PNC Wealth Management June 2009 - April 2015
PNC Wealth Management April 2004 - June 2009
Wachovia and predecessor Banks February 1997 - March 2004
First Fidelity Bank and predecessors September 1993 - 1996
First Fidelity Bank and predecessors 1987 - 1993
Skills
Fluent in Portuguese, Able to comprehend and..., Wealth Management, Banking, Credit, Loans, Risk Management, Relationship Management, Credit Analysis, Commercial Banking, Private Banking, Wealth Management..., Mortgage Lending, Consumer Lending, High Net Worth..., Retail Banking, Financial Analysis, Commercial Lending, Mutual Funds, Financial Services, Portfolio Management, Asset Based Lending, Asset Management, Investment Advisory, Securities
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Blair Talty Blair Talty's PNC Wealth Management Experience March 2011 - January 2014
Job Vice President & Senior Wealth Planner at Wilmington Trust, an M&T Bank Company
Industry Financial Services
Experience
Wilmington Trust, an M&T Bank Company January 2014 - Present
PNC Wealth Management March 2011 - January 2014
Brown & Connery May 2000 - March 2011
Morgan Lewis January 2005 - June 2005
Skills
Legal Writing, Legal Research, Corporate Law, Estate Planning, Trusts, Wills, Trust Services, Non-profits, Insurance, High Net Worth..., Fundraising, Wealth Management, Banking, Administrative Law, Financial Services, Estate Administration, Estate Tax Planning, Trust Management, Powers of Attorney, Wealth Management..., Tax Law, Business Formation, Wealth, Tax, Charitable Trusts, Banking Law, Investment Advisory
Education
Rutgers University School of Law - Camden 1996 — 1999
Rutgers University-New Brunswick
Wilmington Trust, an M&T Bank Company January 2014 - Present
PNC Wealth Management March 2011 - January 2014
Brown & Connery May 2000 - March 2011
Morgan Lewis January 2005 - June 2005
Skills
Legal Writing, Legal Research, Corporate Law, Estate Planning, Trusts, Wills, Trust Services, Non-profits, Insurance, High Net Worth..., Fundraising, Wealth Management, Banking, Administrative Law, Financial Services, Estate Administration, Estate Tax Planning, Trust Management, Powers of Attorney, Wealth Management..., Tax Law, Business Formation, Wealth, Tax, Charitable Trusts, Banking Law, Investment Advisory
Education
Rutgers University School of Law - Camden 1996 — 1999
Rutgers University-New Brunswick
Julie Keckstein Julie Keckstein's PNC Wealth Management Experience June 1973 - Present
Job VP and Senior Wealth Management Banking Advisor
Industry Banking
Experience
PNC Wealth Management June 1973 - Present
National City Bank 1986 - 1996
National City Bank 1973 - 1996
Skills
Wealth Management, Banking, Wealth, Strategic Planning, Customer Relations, Sales, Customer Service, Marketing, Fundraising, Investments, Financial Advisory, Loans
Education
Bishop Watterson High School 1958 — 1990
The Ohio State University 1974 — 1977
BA, Humanities
Immaculate Conception School 1960 — 1968
PNC Wealth Management June 1973 - Present
National City Bank 1986 - 1996
National City Bank 1973 - 1996
Skills
Wealth Management, Banking, Wealth, Strategic Planning, Customer Relations, Sales, Customer Service, Marketing, Fundraising, Investments, Financial Advisory, Loans
Education
Bishop Watterson High School 1958 — 1990
The Ohio State University 1974 — 1977
BA, Humanities
Immaculate Conception School 1960 — 1968
John Farrall, CFA John Farrall, CFA's PNC Wealth Management Experience June 2002 - Present
Job Derivatives Strategies Leader: Experienced Investment Management Professional
Industry Investment Management
Experience
PNC Wealth Management June 2002 - Present
The Private Client Group - National City Bank March 2002 - June 2009
Rubicon & Monadnock, LLC 1999 - 2002
Victory Capital Management October 1993 - December 1999
Skills
Equities, Derivatives, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Investments, Options, Trading, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Investment Management, Risk Management, Asset Management, Institutional..., Structured Products, Financial Services, Commodity, Financial Markets, Banking, Hedging, Asset Allocation, Alternative Investments, Finance, Investment Advisory, Fixed Income, Options Strategies, Securities, Capital Markets, Series 7, Bonds, Valuation, Investment Banking, Private Equity, Series 63
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
MBA, Finance - Investments
University of Michigan 1985 — 1988
BA, Psychology / Statistics
Culver Academies 1983 — 1985
HS
PNC Wealth Management June 2002 - Present
The Private Client Group - National City Bank March 2002 - June 2009
Rubicon & Monadnock, LLC 1999 - 2002
Victory Capital Management October 1993 - December 1999
Skills
Equities, Derivatives, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Investments, Options, Trading, Equity Research, Investment Strategies, Mutual Funds, Wealth Management, Investment Management, Risk Management, Asset Management, Institutional..., Structured Products, Financial Services, Commodity, Financial Markets, Banking, Hedging, Asset Allocation, Alternative Investments, Finance, Investment Advisory, Fixed Income, Options Strategies, Securities, Capital Markets, Series 7, Bonds, Valuation, Investment Banking, Private Equity, Series 63
Education
The Ohio State University - The Max M. Fisher College of Business 1991 — 1993
MBA, Finance - Investments
University of Michigan 1985 — 1988
BA, Psychology / Statistics
Culver Academies 1983 — 1985
HS
Thomas O'Reilly's PNC Wealth Management Experience January 2012 - Present
Job
Industry Financial Services
Experience
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
PNC Wealth Management January 2012 - Present
Morgan Stanley Smith Barney June 2005 - January 2012
Prudential Securities/Wachovia Securities May 1998 - June 2005
Goal Systems 1990 - 1993
Coopers & Lybrand 1985 - 1990
Education
Stanford University 1981 — 1985
BA
Orange High School (Pepper Pike, OH) 1977 — 1981
A. Brensley's PNC Wealth Management Experience 2009 - Present
Job Sr. Relationship Manager for Private Wealth Division
Industry Financial Services
Experience
PNC Wealth Management 2009 - Present
AMS Consulting December 2007 - Present
Self Employed May 2007 - Present
John Hancock Funds 2005 - 2007
Education
Suffolk University Law School 2004 — 2007
Spuyten Divel
State University of New York College at Geneseo
PNC Wealth Management 2009 - Present
AMS Consulting December 2007 - Present
Self Employed May 2007 - Present
John Hancock Funds 2005 - 2007
Education
Suffolk University Law School 2004 — 2007
Spuyten Divel
State University of New York College at Geneseo
Liza Rosenzweig, CTFA, AEP's PNC Wealth Management Experience 1993 - 1997
Job Managing Director, Trust Officer & Compliance Officer at PeapackGladstone Bank Trust and Investments
Industry Banking
Experience
Peapack-Gladstone Bank January 2009 - Present
Wachovia/Wells Fargo April 2006 - January 2009
New York Life Trust Company, FSB 2002 - 2006
MetLife Trust Company 1997 - 2002
PNC Wealth Management 1993 - 1997
Merrill Lynch Trust Company 1991 - 1993
Bank of New York Mellon 1989 - 1991
Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA
Education
The George Washington University 1984 — 1988
Peapack-Gladstone Bank January 2009 - Present
Wachovia/Wells Fargo April 2006 - January 2009
New York Life Trust Company, FSB 2002 - 2006
MetLife Trust Company 1997 - 2002
PNC Wealth Management 1993 - 1997
Merrill Lynch Trust Company 1991 - 1993
Bank of New York Mellon 1989 - 1991
Skills
Investments, Fiduciary Services, Trust Services, Wealth Management..., High Net Worth..., Team Building, Asset Management, New Business Development, Compliance, Trust Management, CTFA
Education
The George Washington University 1984 — 1988
Keith M Wong's PNC Wealth Management Experience 1994 - 2011
Job Consultant Investment Real Estate Wealth Advisor
Industry Investment Management
Experience
Rockbridge Capital Partners February 2015 - April 2015
K2 Capital Management November 2011 - January 2015
PNC Wealth Management 1994 - 2011
Skills
Mutual Funds, Retirement Planning, Estate Planning, Asset Management, Finance, Strategy, Investments, Business Strategy, Real Estate, Banking, Management
Education
Taylor University
Bachelor of Science (BS), Education & Bible
Rockbridge Capital Partners February 2015 - April 2015
K2 Capital Management November 2011 - January 2015
PNC Wealth Management 1994 - 2011
Skills
Mutual Funds, Retirement Planning, Estate Planning, Asset Management, Finance, Strategy, Investments, Business Strategy, Real Estate, Banking, Management
Education
Taylor University
Bachelor of Science (BS), Education & Bible
Kevin R Walker's PNC Wealth Management Experience January 2011 - June 2012
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Rashed Burton's PNC Wealth Management Experience April 2011 - January 2013
Job Sr. Business Systems Analyst at AmeriHealth Caritas Partnership
Industry Financial Services
Experience
AmeriHealth Caritas Partnership January 2013 - Present
PNC Wealth Management April 2011 - January 2013
Keystone Mercy Health Plan June 2009 - April 2011
PHH Mortgage 2004 - 2008
Skills
Visio, Business Analysis, Requirements Gathering, Business Requirements, Process Improvement, SDLC, Software Documentation
Education
The College of New Jersey 1998 — 2003
BS, Economics
AmeriHealth Caritas Partnership January 2013 - Present
PNC Wealth Management April 2011 - January 2013
Keystone Mercy Health Plan June 2009 - April 2011
PHH Mortgage 2004 - 2008
Skills
Visio, Business Analysis, Requirements Gathering, Business Requirements, Process Improvement, SDLC, Software Documentation
Education
The College of New Jersey 1998 — 2003
BS, Economics
Marilin Martinez-Walker's PNC Wealth Management Experience October 2010 - April 2011
Job CoOwner at True Fortune Clothing LLC
Industry Apparel & Fashion
Experience
True Fortune Clothing LLC July 2014 - Present
PNC Wealth Management October 2010 - April 2011
The Law Office of Marilin Martinez-Walker March 2009 - October 2010
Thorp Reed & Armstrong, LLP October 2005 - August 2008
Sugarman Law Firm, LLP October 2002 - May 2005
Skills
Appeals, Litigation, Class Actions, Trusts, Wills, Estate Planning, Mediation, Legal Research, Corporate Governance, Real Estate, Commercial Litigation
Education
Syracuse University College of Law 1997 — 2000
True Fortune Clothing LLC July 2014 - Present
PNC Wealth Management October 2010 - April 2011
The Law Office of Marilin Martinez-Walker March 2009 - October 2010
Thorp Reed & Armstrong, LLP October 2005 - August 2008
Sugarman Law Firm, LLP October 2002 - May 2005
Skills
Appeals, Litigation, Class Actions, Trusts, Wills, Estate Planning, Mediation, Legal Research, Corporate Governance, Real Estate, Commercial Litigation
Education
Syracuse University College of Law 1997 — 2000
Barbara Pellicciotti's PNC Wealth Management Experience 1997 - Present
Job Marketing Coordinator, Event Planner
Industry Banking
Experience
PNC Wealth Management 1997 - Present
Sawyer School 1987 - 1997
Sawyer School 1987 - 1997
Skills
Written Communication, Time Management, Organization Skills, Project Management, Management, Marketing, Event Planning, Sales, Press Releases
Education
Robert Morris University 1984 — 1999
B.S., Business Administration with a concentration in Marketing
Bethel Park High School 1981 — 1984
PNC Wealth Management 1997 - Present
Sawyer School 1987 - 1997
Sawyer School 1987 - 1997
Skills
Written Communication, Time Management, Organization Skills, Project Management, Management, Marketing, Event Planning, Sales, Press Releases
Education
Robert Morris University 1984 — 1999
B.S., Business Administration with a concentration in Marketing
Bethel Park High School 1981 — 1984
Lisa Cerchiaro's PNC Wealth Management Experience October 2014 - Present
Job Senior Trust Advisor, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2014 - Present
Merrill Lynch Trust Company June 2010 - October 2014
Everest Trust Company August 2009 - August 2010
Wachovia Bank August 1999 - December 2007
Wachovia Bank June 1993 - August 1999
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Management, Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Securities
Education
Rider University 1988 — 1990
MBA
Rider University 1981 — 1985
BS in Commerce, Marketing
PNC Wealth Management October 2014 - Present
Merrill Lynch Trust Company June 2010 - October 2014
Everest Trust Company August 2009 - August 2010
Wachovia Bank August 1999 - December 2007
Wachovia Bank June 1993 - August 1999
Skills
Portfolio Management, Risk Management, Investments, Wealth Management, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Management, Management, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Securities
Education
Rider University 1988 — 1990
MBA
Rider University 1981 — 1985
BS in Commerce, Marketing
Nancy John's PNC Wealth Management Experience 2013 - Present
Job Trust Advisor & AVP at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2013 - Present
PNC Financial Services Group September 2010 - September 2013
Wachovia, A Wells Fargo Company December 2009 - September 2010
RLI February 2010 - May 2010
Township of Lower Merion May 2009 - August 2009
Cardone Industries July 2008 - August 2008
Temple University September 2006 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Finance, Investments, Asset Managment, Risk Management, Insurance
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Science (B.S.), Finance and Risk Management
PNC Wealth Management 2013 - Present
PNC Financial Services Group September 2010 - September 2013
Wachovia, A Wells Fargo Company December 2009 - September 2010
RLI February 2010 - May 2010
Township of Lower Merion May 2009 - August 2009
Cardone Industries July 2008 - August 2008
Temple University September 2006 - August 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Data Analysis, Finance, Investments, Asset Managment, Risk Management, Insurance
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Science (B.S.), Finance and Risk Management
Susie Dwinell's PNC Wealth Management Experience 2007 - April 2009
Job Executive Director
Industry Insurance
Experience
Crystal & Company September 2013 - Present
PNC Financial Services Group 2009 - August 2013
PNC Wealth Management 2007 - April 2009
US Trust May 2005 - June 2007
The MONY Group Inc. (Mutual of New York) May 1999 - January 2001
3i, Implant Innovations Inc December 1995 - April 1999
Jordan McGrath Case & Taylor June 1993 - July 1994
Skills
Strategic Planning, Fundraising, Marketing Strategy, Philanthropy, Alternative Investments, Marketing, Public Speaking, Public Relations, Investments, Wealth Management, Event Planning, Relationship Management, Program Development, Program Management, Entrepreneurship, Entrepreneurial..., Cross-functional Team..., Team Leadership, Strategic Leadership, Project Management, Account Management, Management, Impact Investing, Investor Relations, Venture Philanthropy, Corporate Social..., Social Marketing, Social Entrepreneurship, Relationship Marketing, Building Relationships, Networking, Return on Investment, Special Education, Early Childhood..., Foundations, Private Foundations, Family Office, Risk Management, Financial Risk..., Commercial Insurance, Property & Casualty..., Life Insurance, Trust Services, Corporate Communications, Corporate Events, Corporate Branding, Employee Benefits, Employee Relations, Employee Recognition, Advertising
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Political Science, English, History
Trinity College-Hartford 1990 — 1991
Political Science, English, History
The Winsor School 1983 — 1989
Crystal & Company September 2013 - Present
PNC Financial Services Group 2009 - August 2013
PNC Wealth Management 2007 - April 2009
US Trust May 2005 - June 2007
The MONY Group Inc. (Mutual of New York) May 1999 - January 2001
3i, Implant Innovations Inc December 1995 - April 1999
Jordan McGrath Case & Taylor June 1993 - July 1994
Skills
Strategic Planning, Fundraising, Marketing Strategy, Philanthropy, Alternative Investments, Marketing, Public Speaking, Public Relations, Investments, Wealth Management, Event Planning, Relationship Management, Program Development, Program Management, Entrepreneurship, Entrepreneurial..., Cross-functional Team..., Team Leadership, Strategic Leadership, Project Management, Account Management, Management, Impact Investing, Investor Relations, Venture Philanthropy, Corporate Social..., Social Marketing, Social Entrepreneurship, Relationship Marketing, Building Relationships, Networking, Return on Investment, Special Education, Early Childhood..., Foundations, Private Foundations, Family Office, Risk Management, Financial Risk..., Commercial Insurance, Property & Casualty..., Life Insurance, Trust Services, Corporate Communications, Corporate Events, Corporate Branding, Employee Benefits, Employee Relations, Employee Recognition, Advertising
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Political Science, English, History
Trinity College-Hartford 1990 — 1991
Political Science, English, History
The Winsor School 1983 — 1989
Susan Studebaker's PNC Wealth Management Experience June 2000 - Present
Job V.P. at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2000 - Present
PNC Financial Services Group July 1986 - Present
Skills
Wealth Management, Commercial Banking, Portfolio Management, Commercial Lending, Loans, Banking, Small Business Lending, Small Business, Underwriting, Mutual Funds, Mortgage Lending, Investments, Credit Analysis, Consumer Lending, Treasury Management, Credit, Loan Origination, Equities, Asset Allocation, Cross Selling, Retail Banking, Lines Of Credit, Corporate Finance, Retirement Planning, Investment Advisory, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Services, Executive Management, Cash Flow, Relationship Management, Credit Risk, Financial Risk, Wealth Management..., Securities, Commercial Mortgages, Series 63, Financial Modeling, Mortgage Banking, Cash Management, Financial Analysis, Estate Planning, Risk Management, Asset Management, Branch Management, Series 7, Insurance, Investment Management, High Net Worth...
Education
The Ohio State University 1974 — 1980
PNC Wealth Management June 2000 - Present
PNC Financial Services Group July 1986 - Present
Skills
Wealth Management, Commercial Banking, Portfolio Management, Commercial Lending, Loans, Banking, Small Business Lending, Small Business, Underwriting, Mutual Funds, Mortgage Lending, Investments, Credit Analysis, Consumer Lending, Treasury Management, Credit, Loan Origination, Equities, Asset Allocation, Cross Selling, Retail Banking, Lines Of Credit, Corporate Finance, Retirement Planning, Investment Advisory, Mergers & Acquisitions, Finance, Strategic Financial..., Financial Services, Executive Management, Cash Flow, Relationship Management, Credit Risk, Financial Risk, Wealth Management..., Securities, Commercial Mortgages, Series 63, Financial Modeling, Mortgage Banking, Cash Management, Financial Analysis, Estate Planning, Risk Management, Asset Management, Branch Management, Series 7, Insurance, Investment Management, High Net Worth...
Education
The Ohio State University 1974 — 1980
Richard Birge's PNC Wealth Management Experience April 2011 - Present
Job Unit Lead Custody Services at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2011 - Present
PNC Wealth Management 2008 - 2011
PNC November 2006 - January 2008
Skills
Trust Operations, Asset Managment, Account Reconciliation, Trade Operations, Project Management, Business Resilience, Trading, Risk Management, Series 7, Securities, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Fixed Income, Equities, Derivatives, Investments, Financial Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Alternative Investments, Banking, Portfolio Management, Series 63, Financial Services
Education
Slippery Rock University of Pennsylvania 2004 — 2006
Bachelor's degree, Finance, General
Slippery Rock University of Pennsylvania 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Wealth Management April 2011 - Present
PNC Wealth Management 2008 - 2011
PNC November 2006 - January 2008
Skills
Trust Operations, Asset Managment, Account Reconciliation, Trade Operations, Project Management, Business Resilience, Trading, Risk Management, Series 7, Securities, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Fixed Income, Equities, Derivatives, Investments, Financial Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Alternative Investments, Banking, Portfolio Management, Series 63, Financial Services
Education
Slippery Rock University of Pennsylvania 2004 — 2006
Bachelor's degree, Finance, General
Slippery Rock University of Pennsylvania 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Alessandra Kashkashian's PNC Wealth Management Experience August 2010 - Present
Job Officer/Associate Banking Advisor
Industry Banking
Experience
PNC Wealth Management August 2010 - Present
Wachovia Wealth Management November 1995 - June 2010
Skills
Wealth Management, Commercial Lending, Credit, Investments, Microsoft Office, Private Banking, Banking, Loans, Portfolio Management, Strategic Financial..., Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Banking
Education
Temple University
PNC Wealth Management August 2010 - Present
Wachovia Wealth Management November 1995 - June 2010
Skills
Wealth Management, Commercial Lending, Credit, Investments, Microsoft Office, Private Banking, Banking, Loans, Portfolio Management, Strategic Financial..., Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Banking
Education
Temple University
Sylvia Diez's PNC Wealth Management Experience September 2009 - June 2012
Job Market Director, Institutional Investments at PNC
Industry Financial Services
Experience
PNC July 2012 - Present
PNC Wealth Management September 2009 - June 2012
PNC Wealth Management January 2005 - September 2009
PNC Wealth Management March 2001 - January 2005
CitiStreet August 1991 - March 2001
Skills
Securities, Equities, Asset Managment, Investments, Portfolio Management, Public Speaking, Credit, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Banking, Retirement Planning, New Business Development
Education
Robert Morris University 1985 — 1988
Marketing
PNC July 2012 - Present
PNC Wealth Management September 2009 - June 2012
PNC Wealth Management January 2005 - September 2009
PNC Wealth Management March 2001 - January 2005
CitiStreet August 1991 - March 2001
Skills
Securities, Equities, Asset Managment, Investments, Portfolio Management, Public Speaking, Credit, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Banking, Retirement Planning, New Business Development
Education
Robert Morris University 1985 — 1988
Marketing
Roy Smoot's PNC Wealth Management Experience April 2012 - Present
Job Vice President, Wealth Management Banking
Industry Banking
Experience
PNC Wealth Management April 2012 - Present
PNC Bank January 2009 - March 2012
Community Hospital November 2007 - September 2008
Plante & Moran, PLLC 2003 - 2008
Plante & Moran PLC May 2003 - November 2007
Columbus Speech & Hearing Center January 2000 - February 2003
Fifth Third Bancorp January 1983 - May 1996
Fifth Third Bank 1983 - 1996
Skills
Strategic Planning, Managerial Finance, Management, Human Resources, Non-profits, Networking, Leadership, Budgets, Business Development, Fundraising, Process Improvement, Wealth Management, Nonprofits, Small Business, Banking, Finance, Portfolio Management, Marketing, Credit, Financial Analysis, Sales, Loans, Commercial Lending, Cash Management, Small Business Lending, Risk Management, Investments, Credit Analysis, Commercial Banking, Treasury Management, Underwriting, Consumer Lending, Relationship Management, Strategic Financial..., Financial Services, Lines Of Credit, Commercial Mortgages, Loan Origination, Mortgage Lending, Financial Planning
Education
Xavier University 1983 — 1987
MBA, Executive Practices
The Ohio State University 1973 — 1977
BSBA, Internatinal Business
PNC Wealth Management April 2012 - Present
PNC Bank January 2009 - March 2012
Community Hospital November 2007 - September 2008
Plante & Moran, PLLC 2003 - 2008
Plante & Moran PLC May 2003 - November 2007
Columbus Speech & Hearing Center January 2000 - February 2003
Fifth Third Bancorp January 1983 - May 1996
Fifth Third Bank 1983 - 1996
Skills
Strategic Planning, Managerial Finance, Management, Human Resources, Non-profits, Networking, Leadership, Budgets, Business Development, Fundraising, Process Improvement, Wealth Management, Nonprofits, Small Business, Banking, Finance, Portfolio Management, Marketing, Credit, Financial Analysis, Sales, Loans, Commercial Lending, Cash Management, Small Business Lending, Risk Management, Investments, Credit Analysis, Commercial Banking, Treasury Management, Underwriting, Consumer Lending, Relationship Management, Strategic Financial..., Financial Services, Lines Of Credit, Commercial Mortgages, Loan Origination, Mortgage Lending, Financial Planning
Education
Xavier University 1983 — 1987
MBA, Executive Practices
The Ohio State University 1973 — 1977
BSBA, Internatinal Business
Maya Boguslavsky's PNC Wealth Management Experience August 2004 - May 2006
Job Chief Counsel at Small World Group
Industry Venture Capital & Private Equity
Experience
SMALL WORLD GROUP, LLC June 2006 - Present
PNC WEALTH MANAGEMENT August 2004 - May 2006
WOLF BLOCK June 1998 - August 2004
DECHERT LLP October 1995 - May 1998
Honorable Stanley S. Brotman, United States District Court, Camden, NJ August 1994 - August 1995
Skills
Due Diligence, Litigation, Mergers & Acquisitions, Intellectual Property, Commercial Litigation, Corporate Law, Corporate Governance, Legal Research, Mediation
Education
Temple University - James E. Beasley School of Law 1991 — 1994
SMALL WORLD GROUP, LLC June 2006 - Present
PNC WEALTH MANAGEMENT August 2004 - May 2006
WOLF BLOCK June 1998 - August 2004
DECHERT LLP October 1995 - May 1998
Honorable Stanley S. Brotman, United States District Court, Camden, NJ August 1994 - August 1995
Skills
Due Diligence, Litigation, Mergers & Acquisitions, Intellectual Property, Commercial Litigation, Corporate Law, Corporate Governance, Legal Research, Mediation
Education
Temple University - James E. Beasley School of Law 1991 — 1994
Andrew Schuler's PNC Wealth Management Experience 2001 - Present
Job Investment Director
Industry Investment Management
Experience
PNC Financial Services Group 2001 - Present
PNC Wealth Management 2001 - Present
PNC 2001 - Present
NationalCity Private Client Group, now a part of PNC October 2008 - December 2009
National City Bank August 2001 - December 2009
Skills
Alternative Investments, Wealth Management, Mutual Funds, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Management, Fixed Income
Education
The Ohio State University 1984 — 1988
BS, Economics
PNC Financial Services Group 2001 - Present
PNC Wealth Management 2001 - Present
PNC 2001 - Present
NationalCity Private Client Group, now a part of PNC October 2008 - December 2009
National City Bank August 2001 - December 2009
Skills
Alternative Investments, Wealth Management, Mutual Funds, Equities, Portfolio Management, Asset Management, Investments, Asset Allocation, Investment Management, Fixed Income
Education
The Ohio State University 1984 — 1988
BS, Economics
JoAnne D Jenkins's PNC Wealth Management Experience March 2004 - May 2011
Job Travel Coordinator at Clarity Services, Inc.
Industry Financial Services
Experience
Clarity Services, Inc. June 2012 - Present
American Express May 2011 - May 2012
PNC Wealth Management March 2004 - May 2011
PNC November 2000 - February 2004
Dish Network 1998 - 2000
AT&T August 1996 - June 1998
Skills
Asset Management, Banking, Investments, Portfolio Management, Financial Services, Relationship Management, Customer Service, Customer Satisfaction, Customer Retention, Business Travel, Technical Support, Microsoft Office, Wealth Management
Education
St. Petersburg College
University of Pittsburgh
Clarity Services, Inc. June 2012 - Present
American Express May 2011 - May 2012
PNC Wealth Management March 2004 - May 2011
PNC November 2000 - February 2004
Dish Network 1998 - 2000
AT&T August 1996 - June 1998
Skills
Asset Management, Banking, Investments, Portfolio Management, Financial Services, Relationship Management, Customer Service, Customer Satisfaction, Customer Retention, Business Travel, Technical Support, Microsoft Office, Wealth Management
Education
St. Petersburg College
University of Pittsburgh
Jack Fatica's PNC Wealth Management Experience January 2004 - April 2013
Job Vice President, Director DCIO at PNC Asset Management
Industry Financial Services
Experience
PNC Asset Management April 2013 - Present
PNC Wealth Management January 2004 - April 2013
Lockwood 1999 - 2003
Lockwood Financial 1998 - 2003
Skills
Equities, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Temple University 1993 — 1997
BS, Business
Temple University - Fox School of Business and Management
PNC Asset Management April 2013 - Present
PNC Wealth Management January 2004 - April 2013
Lockwood 1999 - 2003
Lockwood Financial 1998 - 2003
Skills
Equities, Wealth Management, Asset Allocation, Mutual Funds, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Temple University 1993 — 1997
BS, Business
Temple University - Fox School of Business and Management
Anita Lohman's PNC Wealth Management Experience March 2010 - Present
Job Sr. Vice President/Sr. Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management March 2010 - Present
Capital Management Associates August 2008 - March 2010
Sun Trust Bank August 2003 - June 2007
SunTrust Bank 2000 - 2007
Sun Trust Bank September 2000 - August 2003
The Investment Counsel Company January 1985 - September 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Financial Services, Investment Advisory, Series 7, Asset Management, Banking, Investments, Wealth Management..., Investment Management, Financial Planning
Education
Rollins College 1991 — 1994
BA, Economics
PNC Wealth Management March 2010 - Present
Capital Management Associates August 2008 - March 2010
Sun Trust Bank August 2003 - June 2007
SunTrust Bank 2000 - 2007
Sun Trust Bank September 2000 - August 2003
The Investment Counsel Company January 1985 - September 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Financial Services, Investment Advisory, Series 7, Asset Management, Banking, Investments, Wealth Management..., Investment Management, Financial Planning
Education
Rollins College 1991 — 1994
BA, Economics
Andrew Brace's PNC Wealth Management Experience May 2013 - Present
Job Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
Army National Guard October 2013 - Present
PNC Wealth Management May 2013 - Present
PNC December 2000 - Present
PNC Private Client Group 2009 - May 2013
Ohio Army National Guard 1998 - 2010
PNC Investments January 2004 - January 2009
Skills
Series 6, Series 63, Insurance, EMT, Cpr Certified, First Aid, Scuba Diving, Banking, Investment Advisory, Mortgage Lending, Consumer Lending, Securities Lending, Sales, Finance, Investments, Business Development, Financial Services, Wealth Management, Risk Management, Credit, Loans, Military Experience, Retirement Planning, Military Operations, Military, Security Clearance, Asset Management, Management
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
The Ohio State University 1998 — 2004
Bachelor, Finance
Canton South High School 1994 — 1998
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Army National Guard October 2013 - Present
PNC Wealth Management May 2013 - Present
PNC December 2000 - Present
PNC Private Client Group 2009 - May 2013
Ohio Army National Guard 1998 - 2010
PNC Investments January 2004 - January 2009
Skills
Series 6, Series 63, Insurance, EMT, Cpr Certified, First Aid, Scuba Diving, Banking, Investment Advisory, Mortgage Lending, Consumer Lending, Securities Lending, Sales, Finance, Investments, Business Development, Financial Services, Wealth Management, Risk Management, Credit, Loans, Military Experience, Retirement Planning, Military Operations, Military, Security Clearance, Asset Management, Management
Education
Western Governors University 2014 — 2016
Master of Business Administration (MBA), Management and Strategy
The Ohio State University 1998 — 2004
Bachelor, Finance
Canton South High School 1994 — 1998
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Celandra Deane-Bess, CFP(r)'s PNC Wealth Management Experience May 2012 - Present
Job Vice President, Wealth Management at PNC
Industry Financial Services
Experience
PNC Wealth Management May 2012 - Present
The Vanguard Group January 2010 - April 2012
TIAA-CREF 2007 - 2008
TIAA-CREF January 2006 - June 2007
TIAA-CREF January 2005 - January 2006
TIAA-CREF June 1997 - December 2004
Skills
Program Management, Leadership, Strategy, Business Development, CRM, Wealth Management, Product Management, Strategic Planning, Analysis, Executive Management, Series 63, Series 7, Financial Services, Portfolio Management, Financial Advisory, Strategic Financial..., Wealth Management..., Relationship Management, High Net Worth..., Retirement Planning, Securities, Retirement, Risk Management, Project Planning, Project Management, Business Planning, Business Strategy, Business Transformation, Change Management, Consulting, Finance, Marketing Strategy, Management, Financial Planning
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Strategy
University of Pennsylvania - The Wharton School 1993 — 1997
BS in Economics, Entreprenurial Management/Marketing
PNC Wealth Management May 2012 - Present
The Vanguard Group January 2010 - April 2012
TIAA-CREF 2007 - 2008
TIAA-CREF January 2006 - June 2007
TIAA-CREF January 2005 - January 2006
TIAA-CREF June 1997 - December 2004
Skills
Program Management, Leadership, Strategy, Business Development, CRM, Wealth Management, Product Management, Strategic Planning, Analysis, Executive Management, Series 63, Series 7, Financial Services, Portfolio Management, Financial Advisory, Strategic Financial..., Wealth Management..., Relationship Management, High Net Worth..., Retirement Planning, Securities, Retirement, Risk Management, Project Planning, Project Management, Business Planning, Business Strategy, Business Transformation, Change Management, Consulting, Finance, Marketing Strategy, Management, Financial Planning
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Strategy
University of Pennsylvania - The Wharton School 1993 — 1997
BS in Economics, Entreprenurial Management/Marketing
Sheena Dee Pauley CFP® CTFA's PNC Wealth Management Experience February 2015 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management February 2015 - Present
KeyBank October 2013 - February 2015
PNC Wealth Management February 2011 - October 2013
PNC Bank September 2010 - October 2013
PNC National City Bank July 2007 - September 2010
US Bank January 2006 - June 2007
Fifth Third Bank August 2004 - January 2006
Morgan Stanley October 1999 - July 2004
Paine Webber 1997 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Banking and Finance
Skidmore College 1984 — 1988
BA, Political Economy
Hathaway Brown School 1977 — 1984
College Prep
Prealpina Institut de Jeunne Filles 1981 — 1983
French, Literature
La Sagesse Convent School for Girls 1970 — 1977
PNC Wealth Management February 2015 - Present
KeyBank October 2013 - February 2015
PNC Wealth Management February 2011 - October 2013
PNC Bank September 2010 - October 2013
PNC National City Bank July 2007 - September 2010
US Bank January 2006 - June 2007
Fifth Third Bank August 2004 - January 2006
Morgan Stanley October 1999 - July 2004
Paine Webber 1997 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Banking and Finance
Skidmore College 1984 — 1988
BA, Political Economy
Hathaway Brown School 1977 — 1984
College Prep
Prealpina Institut de Jeunne Filles 1981 — 1983
French, Literature
La Sagesse Convent School for Girls 1970 — 1977
Maryellen Shook's PNC Wealth Management Experience January 1998 - June 2003
Job CPA
Industry Accounting
Experience
Maryellen M. Shook, CPA May 2009 - Present
PNC Wealth Management January 1998 - June 2003
Tinsley & Company January 1988 - January 1998
Skills
Individual Taxation, High Net Worth..., Tax Preparation, Small Business, Tax, Quickbooks, Quicken, QuickBooks, Financial Planning, Account Reconciliation, Nonprofits, Accounting, Income Tax, Budgets, General Ledger, CPA, Accountants, Corporate Tax, Trusts, Strategic Financial...
Education
University of Scranton 1985 — 1988
BS, Accounting
Slippery Rock University of Pennsylvania 1982 — 1984
Maryellen M. Shook, CPA May 2009 - Present
PNC Wealth Management January 1998 - June 2003
Tinsley & Company January 1988 - January 1998
Skills
Individual Taxation, High Net Worth..., Tax Preparation, Small Business, Tax, Quickbooks, Quicken, QuickBooks, Financial Planning, Account Reconciliation, Nonprofits, Accounting, Income Tax, Budgets, General Ledger, CPA, Accountants, Corporate Tax, Trusts, Strategic Financial...
Education
University of Scranton 1985 — 1988
BS, Accounting
Slippery Rock University of Pennsylvania 1982 — 1984
Jonathan Myers's PNC Wealth Management Experience August 2012 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2012 - Present
Bank of America - U.S. Trust August 2007 - August 2012
Wachovia Wealth Management October 1999 - August 2007
Wachovia Bank September 1991 - September 1999
Education
Rider University 1994 — 1995
MBA, Finance
University of Delaware 1987 — 1991
BS, Finance
PNC Wealth Management August 2012 - Present
Bank of America - U.S. Trust August 2007 - August 2012
Wachovia Wealth Management October 1999 - August 2007
Wachovia Bank September 1991 - September 1999
Education
Rider University 1994 — 1995
MBA, Finance
University of Delaware 1987 — 1991
BS, Finance
Doug Stephens's PNC Wealth Management Experience March 2010 - December 2012
Job Investment Analyst at Ambassador Enterprises
Industry Venture Capital & Private Equity
Experience
Ambassador Enterprises January 2013 - Present
PNC Wealth Management March 2010 - December 2012
Tower Bank & Trust Company August 2002 - January 2010
Skills
Wealth Management, Cash Management, Investments, Financial Analysis, Strategic Financial..., Banking, Equities, Credit, Mutual Funds, Loans
Education
Taylor University 1983 — 1987
BS, Accounting / Computer Science Business Information Systems
Ambassador Enterprises January 2013 - Present
PNC Wealth Management March 2010 - December 2012
Tower Bank & Trust Company August 2002 - January 2010
Skills
Wealth Management, Cash Management, Investments, Financial Analysis, Strategic Financial..., Banking, Equities, Credit, Mutual Funds, Loans
Education
Taylor University 1983 — 1987
BS, Accounting / Computer Science Business Information Systems
Martin Menton, CFP, CTFA's PNC Wealth Management Experience September 2001 - January 2008
Job Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust Company April 2011 - Present
WTAS January 2008 - March 2009
PNC Wealth Management September 2001 - January 2008
Legg Mason 1995 - 1999
Skills
Asset Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Financial Planning, Trusts, Portfolio Management, New Business Development, PowerPoint, Word, Excel, Banking, Estate Planning, Wealth, Training, Investment Management, Trust Services
Education
Saint Vincent College 1978 — 1982
BA, Psychology/Business
Gonzaga High School 1974 — 1978
College Prep
U.S. Trust Company April 2011 - Present
WTAS January 2008 - March 2009
PNC Wealth Management September 2001 - January 2008
Legg Mason 1995 - 1999
Skills
Asset Management, Wealth Management, Investments, Asset Allocation, High Net Worth..., Financial Planning, Trusts, Portfolio Management, New Business Development, PowerPoint, Word, Excel, Banking, Estate Planning, Wealth, Training, Investment Management, Trust Services
Education
Saint Vincent College 1978 — 1982
BA, Psychology/Business
Gonzaga High School 1974 — 1978
College Prep
Kelly MacGorvin's PNC Wealth Management Experience February 2015 - Present
Job Officer & Associate trust advisor
Industry Financial Services
Experience
PNC Wealth Management February 2015 - Present
PNC Wealth Management October 2013 - February 2015
PNC July 2012 - October 2013
Wells Fargo Bank November 2007 - June 2012
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Banking, Lines Of Credit, Cross Selling, Series 63, Credit Cards, Deposits, Series 6, Branch Banking, Retail Banking, Risk Management, Investments, Home Equity Loans, Cash Management, Home Equity Lines of...
Education
Temple University 2003 — 2007
Biology
PNC Wealth Management February 2015 - Present
PNC Wealth Management October 2013 - February 2015
PNC July 2012 - October 2013
Wells Fargo Bank November 2007 - June 2012
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Banking, Lines Of Credit, Cross Selling, Series 63, Credit Cards, Deposits, Series 6, Branch Banking, Retail Banking, Risk Management, Investments, Home Equity Loans, Cash Management, Home Equity Lines of...
Education
Temple University 2003 — 2007
Biology
Rick Patellos's PNC Wealth Management Experience November 2014 - Present
Job Assistant Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management November 2014 - Present
PNC Wealth Advisors December 2008 - October 2014
J.P. Morgan Chase Bank,N.A. 1998 - 2008
Education
Robert Morris University
Master of Business Administration (MBA), Management
Saint Vincent College 1980 — 1984
B.S., Accounting = Major Finance = Minor
Cannon Financial Institute
Trust Tax
Central Alantic Trust School
Estates & Trusts
Notre Dame Tax and Estate Planning Institute
Estates & Trusts
PNC Wealth Management November 2014 - Present
PNC Wealth Advisors December 2008 - October 2014
J.P. Morgan Chase Bank,N.A. 1998 - 2008
Education
Robert Morris University
Master of Business Administration (MBA), Management
Saint Vincent College 1980 — 1984
B.S., Accounting = Major Finance = Minor
Cannon Financial Institute
Trust Tax
Central Alantic Trust School
Estates & Trusts
Notre Dame Tax and Estate Planning Institute
Estates & Trusts
Sheri Horton's PNC Wealth Management Experience November 2009 - March 2011
Job Trust Operations Manager/Assistant Vice President Retirement Solutions Control and Support at PNC Asset Management
Industry Financial Services
Experience
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
William Werner's PNC Wealth Management Experience November 2012 - June 2014
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
United Capital Partners June 2014 - June 2015
PNC Wealth Management November 2012 - June 2014
PNC March 2012 - November 2012
JPMorgan Chase May 2011 - March 2012
JPMorgan Chase July 2009 - May 2011
New England Financial January 2008 - July 2009
Skills
Portfolio Management, Wealth Management, series 66, Holistic Financial..., Series 7, Consultative Selling, Relationship Management, Relationship Building, Cash Flow Management, Cash Flow Forecasting, Debt Management, Personal Finance
Education
The Catholic University of America 2003 — 2007
BS, Finance
Fordham Prep 1999 — 2003
TD Ameritrade June 2015 - Present
United Capital Partners June 2014 - June 2015
PNC Wealth Management November 2012 - June 2014
PNC March 2012 - November 2012
JPMorgan Chase May 2011 - March 2012
JPMorgan Chase July 2009 - May 2011
New England Financial January 2008 - July 2009
Skills
Portfolio Management, Wealth Management, series 66, Holistic Financial..., Series 7, Consultative Selling, Relationship Management, Relationship Building, Cash Flow Management, Cash Flow Forecasting, Debt Management, Personal Finance
Education
The Catholic University of America 2003 — 2007
BS, Finance
Fordham Prep 1999 — 2003
Frederic G. Maurer III's PNC Wealth Management Experience December 2009 - Present
Job Senior Vice President
Industry Banking
Experience
PNC Wealth Management December 2009 - Present
Bank Midwest March 2006 - December 2009
The Commerce Trust Company March 2001 - March 2006
Bank of America May 1986 - February 2001
Skills
Strategic Planning, Financial Analysis, Commercial Lending, Investments, Credit, Wealth Management, Portfolio Management, Risk Management, Loans, Mortgage Lending, Banking, Small Business Lending, Commercial Banking, Valuation, Strategic Financial..., Credit Analysis, Consumer Lending
Education
Saint Louis University
A.B., Biology / Chemistry
Saint Louis University
MBA, International business
PNC Wealth Management December 2009 - Present
Bank Midwest March 2006 - December 2009
The Commerce Trust Company March 2001 - March 2006
Bank of America May 1986 - February 2001
Skills
Strategic Planning, Financial Analysis, Commercial Lending, Investments, Credit, Wealth Management, Portfolio Management, Risk Management, Loans, Mortgage Lending, Banking, Small Business Lending, Commercial Banking, Valuation, Strategic Financial..., Credit Analysis, Consumer Lending
Education
Saint Louis University
A.B., Biology / Chemistry
Saint Louis University
MBA, International business
Rich Dworzak CFP ®'s PNC Wealth Management Experience November 1997 - December 1999
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2011 - Present
George McKelvey Co., Inc January 1999 - July 2011
PNC Wealth Management November 1997 - December 1999
United National Bank 1992 - 1997
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Series 7, Asset Allocation, Portfolio Management, Uniform Combined State..., Series 63, Alternative Investments, Investment Strategies, Asset Management, Wealth Management..., Certified Financial..., Investment Advisory, 401k Rollovers, Retirement, Financial Planners, Insurance, Mutual Funds, Wealth, Personal Financial..., Trust Services, Finance, Trusts, Series 65, Long-term Care, Personal Finance, ETFs, Financial Planning
Education
Fairleigh Dickinson University 2011 — 2011
CFP
Shippensburg University of Pennsylvania 1979 — 1983
BSBA, Finance, Business Administration
Merrill Lynch July 2011 - Present
George McKelvey Co., Inc January 1999 - July 2011
PNC Wealth Management November 1997 - December 1999
United National Bank 1992 - 1997
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Series 7, Asset Allocation, Portfolio Management, Uniform Combined State..., Series 63, Alternative Investments, Investment Strategies, Asset Management, Wealth Management..., Certified Financial..., Investment Advisory, 401k Rollovers, Retirement, Financial Planners, Insurance, Mutual Funds, Wealth, Personal Financial..., Trust Services, Finance, Trusts, Series 65, Long-term Care, Personal Finance, ETFs, Financial Planning
Education
Fairleigh Dickinson University 2011 — 2011
CFP
Shippensburg University of Pennsylvania 1979 — 1983
BSBA, Finance, Business Administration
Josh Dluhos's PNC Wealth Management Experience March 2011 - March 2013
Job Director of Estate and Gift Planning Western PA/Eastern OH, American Cancer Society
Industry Philanthropy
Experience
American Cancer Society 2013 - Present
PNC Wealth Management March 2011 - March 2013
PNC May 2006 - March 2011
Skills
Financial Analysis, Investments, Process Improvement, Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, Wealth Management, Finance, Microsoft Word, Fundraising, Microsoft Office, Risk Management, Nonprofits, Tax, Planned Giving, Estate Planning, Non-profits, Charitable Gift Planning, Volunteer Management, Financial Planners, Banking, Financial Advisory, Financial Services
Education
Robert Morris University 2009 — 2011
Master of Science (M.S.), Non-Profit/Public/Organizational Management
Robert Morris University 2007 — 2008
Master of Science (M.S.), Taxation
Robert Morris University 2002 — 2006
Bachelor of Science (BS), Accounting
American Cancer Society 2013 - Present
PNC Wealth Management March 2011 - March 2013
PNC May 2006 - March 2011
Skills
Financial Analysis, Investments, Process Improvement, Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, Wealth Management, Finance, Microsoft Word, Fundraising, Microsoft Office, Risk Management, Nonprofits, Tax, Planned Giving, Estate Planning, Non-profits, Charitable Gift Planning, Volunteer Management, Financial Planners, Banking, Financial Advisory, Financial Services
Education
Robert Morris University 2009 — 2011
Master of Science (M.S.), Non-Profit/Public/Organizational Management
Robert Morris University 2007 — 2008
Master of Science (M.S.), Taxation
Robert Morris University 2002 — 2006
Bachelor of Science (BS), Accounting
Jeff Herold's PNC Wealth Management Experience April 1998 - Present
Job Relationship Manager, Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 1998 - Present
Education
The Ohio State University 1982 — 1987
Bachelor of Applied Science (BASc), Accounting and Finance
PNC Wealth Management April 1998 - Present
Education
The Ohio State University 1982 — 1987
Bachelor of Applied Science (BASc), Accounting and Finance
J Holt Vinson's PNC Wealth Management Experience January 2013 - Present
Job Market Trust Director, Southeast Region
Industry Financial Services
Experience
PNC Wealth Management January 2013 - Present
SunTrust Bank May 2012 - January 2013
BB&T 2005 - 2012
Skills
Trusts, Wealth Management..., Portfolio Management, High Net Worth..., Asset Managment, Estate Tax Planning, Credit, Estate Planning, Trust Services, Wealth Management, Investments, Retirement Planning, Loans, Strategic Financial..., Investment Advisory, Mutual Funds, Banking, Series 7, Commercial Lending, Asset Allocation, Wealth, Private Banking, Financial Advisory, Investment Management, Investment Strategies, Mortgage Lending, Retirement, Securities, Financial Services, Asset Management, Account Reconciliation, Financial Planning
Education
The University of Alabama School of Law
Doctor of Law (JD)
University of Alabama
Bachelor of Arts (B.A.), Journalism
PNC Wealth Management January 2013 - Present
SunTrust Bank May 2012 - January 2013
BB&T 2005 - 2012
Skills
Trusts, Wealth Management..., Portfolio Management, High Net Worth..., Asset Managment, Estate Tax Planning, Credit, Estate Planning, Trust Services, Wealth Management, Investments, Retirement Planning, Loans, Strategic Financial..., Investment Advisory, Mutual Funds, Banking, Series 7, Commercial Lending, Asset Allocation, Wealth, Private Banking, Financial Advisory, Investment Management, Investment Strategies, Mortgage Lending, Retirement, Securities, Financial Services, Asset Management, Account Reconciliation, Financial Planning
Education
The University of Alabama School of Law
Doctor of Law (JD)
University of Alabama
Bachelor of Arts (B.A.), Journalism
Hossein Gharavi's PNC Wealth Management Experience December 1997 - March 2010
Job Valuesdriven multicultural leader helping organizations navigate the intersection of business and advocacy
Industry Nonprofit Organization Management
Experience
Project Home, Inc. February 2012 - Present
Metro Public Adjustment, Inc. March 2011 - May 2012
PNC Wealth Management December 1997 - March 2010
Skills
Non-profits
Education
Temple University 2008 — 2012
MAPL, Public Leadership
State University of New York at Stony Brook 1977 — 1981
Bachelor of Arts (B.A.), Economics
Project Home, Inc. February 2012 - Present
Metro Public Adjustment, Inc. March 2011 - May 2012
PNC Wealth Management December 1997 - March 2010
Skills
Non-profits
Education
Temple University 2008 — 2012
MAPL, Public Leadership
State University of New York at Stony Brook 1977 — 1981
Bachelor of Arts (B.A.), Economics
James Palermo's PNC Wealth Management Experience May 2010 - Present
Job Vice President, Portfolio Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
PNC Wealth Management May 2010 - Present
Wachovia, A Wells Fargo Company October 2008 - October 2009
Wilmington Trust 1991 - 2008
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Series 7, Wealth Management..., Investments, Asset Managment
Education
Temple University - Fox School of Business and Management
MBA, Finance
Shippensburg University of Pennsylvania 1982 — 1986
BSBA, Business Administration and Management, General
Richard Convy, CFA, CPA's PNC Wealth Management Experience February 2005 - July 2012
Job President AAFMAA Wealth Management & Trust Company
Industry Investment Management
Experience
AAFMAA Wealth Management & Trust Company July 2012 - Present
PNC Wealth Management February 2005 - July 2012
Bank of America 1999 - 2005
Riggs Bank 1995 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Wealth Management..., Alternative Investments, Finance, Investment Management, Fixed Income, Equities, High Net Worth..., Estate Planning
Education
The George Washington University 1980 — 1982
MBA, Finance
AAFMAA Wealth Management & Trust Company July 2012 - Present
PNC Wealth Management February 2005 - July 2012
Bank of America 1999 - 2005
Riggs Bank 1995 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Wealth Management..., Alternative Investments, Finance, Investment Management, Fixed Income, Equities, High Net Worth..., Estate Planning
Education
The George Washington University 1980 — 1982
MBA, Finance
Emily Reich's PNC Wealth Management Experience August 2011 - June 2014
Job Vice President & Employee Development Specialist at PNC Asset Management Group
Industry Financial Services
Experience
PNC Asset Management Group July 2014 - Present
PNC Wealth Management August 2011 - June 2014
PNC Wealth Management November 2008 - August 2011
PNC Wealth Management November 2007 - November 2008
Commerce Bank October 2006 - November 2007
Commerce Bank March 2002 - October 2006
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Planning, Investment Advisory, High Net Worth..., Asset Allocation, Wealth Management...
Education
Rowan University 2001 — 2003
Bachelor of Arts, English
PNC Asset Management Group July 2014 - Present
PNC Wealth Management August 2011 - June 2014
PNC Wealth Management November 2008 - August 2011
PNC Wealth Management November 2007 - November 2008
Commerce Bank October 2006 - November 2007
Commerce Bank March 2002 - October 2006
Skills
Wealth Management, Trust Services, Estate Planning, Retirement Planning, Investment Advisory, High Net Worth..., Asset Allocation, Wealth Management...
Education
Rowan University 2001 — 2003
Bachelor of Arts, English
WILTON ANDREWS's PNC Wealth Management Experience July 1989 - June 1996
Job Fund of Funds
Industry Banking
Experience
BNY Mellon June 2013 - June 2014
BNY Mellon / Global Systems Solution October 2012 - June 2013
BNY Mellon July 2010 - December 2011
The PNC Financial Services Group July 1996 - June 2010
PNC Wealth Management July 1989 - June 1996
Philadelphia Depository Trust Company January 1986 - June 1989
Skills
Securities Lending, Global Custody, Corporate Actions, Collateral Management, Middle Office, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Series 7, Settlement, Trading, Financial Markets
Education
Temple University - Fox School of Business and Management 1980 — 1984
Business Administration and Management, General
BNY Mellon June 2013 - June 2014
BNY Mellon / Global Systems Solution October 2012 - June 2013
BNY Mellon July 2010 - December 2011
The PNC Financial Services Group July 1996 - June 2010
PNC Wealth Management July 1989 - June 1996
Philadelphia Depository Trust Company January 1986 - June 1989
Skills
Securities Lending, Global Custody, Corporate Actions, Collateral Management, Middle Office, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Series 7, Settlement, Trading, Financial Markets
Education
Temple University - Fox School of Business and Management 1980 — 1984
Business Administration and Management, General
Mark Leetzow's PNC Wealth Management Experience December 2007 - Present
Job Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2007 - Present
National City Mortgage February 2006 - December 2007
Education
Stetson University 1985 — 1989
Bachelor, Finance
PNC Wealth Management December 2007 - Present
National City Mortgage February 2006 - December 2007
Education
Stetson University 1985 — 1989
Bachelor, Finance
Roy Kasakove's PNC Wealth Management Experience 2012 - Present
Job Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
PNC Wealth Management 2012 - Present
Fiduciary Trust Company January 2011 - June 2012
U.S. Trust Company March 1989 - January 2011
Skills
Asset Allocation, Investment Advisory, Equities, Securities, Investments, Banking, Trusts, Risk Management, Fixed Income, Global Custody, Relationship Management
Education
SUNY New Paltz
Bachelor of Arts (B.A.), Geography
Jeff Zipper's PNC Wealth Management Experience August 2008 - December 2013
Job Managing Director of Investments Florida. Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
Private Client Reserve of U.S. Bank December 2013 - Present
PNC Wealth Management August 2008 - December 2013
SunTrust 2001 - 2008
Fleet Investment Advisors 1997 - 2001
PaineWebber 1991 - 1993
New Jersey Turnpikes -USBL (United States Basketball League) 1991 - 1992
Skills
Management, Financial Markets, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Equities, Mutual Funds, Alternative Investments, Asset Management, Investments
Education
Sawyer Business School- Suffolk University, Boston, MA
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor’s Degree
State University of New York at Cortland
Private Client Reserve of U.S. Bank December 2013 - Present
PNC Wealth Management August 2008 - December 2013
SunTrust 2001 - 2008
Fleet Investment Advisors 1997 - 2001
PaineWebber 1991 - 1993
New Jersey Turnpikes -USBL (United States Basketball League) 1991 - 1992
Skills
Management, Financial Markets, High Net Worth..., Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Equities, Mutual Funds, Alternative Investments, Asset Management, Investments
Education
Sawyer Business School- Suffolk University, Boston, MA
Master of Business Administration (M.B.A.)
State University of New York at Albany
Bachelor’s Degree
State University of New York at Cortland
Anthony Burt's PNC Wealth Management Experience October 2013 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management October 2013 - Present
JFS Wealth Advisors February 2006 - October 2013
Skills
Wealth Management, Retirement Planning, Investment Theory
Education
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor's degree, Finance
PNC Wealth Management October 2013 - Present
JFS Wealth Advisors February 2006 - October 2013
Skills
Wealth Management, Retirement Planning, Investment Theory
Education
Slippery Rock University of Pennsylvania 2002 — 2006
Bachelor's degree, Finance
Matthew Lowell Bower's PNC Wealth Management Experience August 2007 - Present
Job Southeast Regional Managing Director
Industry Financial Services
Experience
PNC Wealth Management August 2007 - Present
United States Trust Company, N.A. January 2004 - August 2007
Fleet Bank December 1999 - January 2004
Skills
Private Banking, Investment Management, Business Development, Management, Financial Planners, Marketing, Wealth Management, Portfolio Management, Investments, Banking, Asset Management, Credit, Series 7, Loans, Mutual Funds, Equities, Asset Allocation, Alternative Investments, Fixed Income, Financial Services
Education
Stanford Graduate School of Business 2005 — 2005
Executive Education Program, Investment Management
Florida State University 1988 — 1991
Bachelor of Science, Political Science / Urban and Regional Planning
PNC Wealth Management August 2007 - Present
United States Trust Company, N.A. January 2004 - August 2007
Fleet Bank December 1999 - January 2004
Skills
Private Banking, Investment Management, Business Development, Management, Financial Planners, Marketing, Wealth Management, Portfolio Management, Investments, Banking, Asset Management, Credit, Series 7, Loans, Mutual Funds, Equities, Asset Allocation, Alternative Investments, Fixed Income, Financial Services
Education
Stanford Graduate School of Business 2005 — 2005
Executive Education Program, Investment Management
Florida State University 1988 — 1991
Bachelor of Science, Political Science / Urban and Regional Planning
Edward Pinnell's PNC Wealth Management Experience June 2007 - Present
Job Sr. Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2007 - Present
Skills
Wealth Management, Estate Planning, Trusts, Financial Planning, Probate, Trust Services, High Net Worth..., Asset Protection, Estate Administration, Wealth, Strategic Financial..., Financial Advisory, Financial Analysis, Banking
Education
Southern Illinois University, Edwardsville 1978 — 1982
Ed received his Master of Business Administration MBA (90); his Bachelor of Science; BSBA (82), MBA; Business Administration
PNC Wealth Management June 2007 - Present
Skills
Wealth Management, Estate Planning, Trusts, Financial Planning, Probate, Trust Services, High Net Worth..., Asset Protection, Estate Administration, Wealth, Strategic Financial..., Financial Advisory, Financial Analysis, Banking
Education
Southern Illinois University, Edwardsville 1978 — 1982
Ed received his Master of Business Administration MBA (90); his Bachelor of Science; BSBA (82), MBA; Business Administration
Lisa Kozak's PNC Wealth Management Experience
Job Vice President, PNC Financial Services Group
Industry Financial Services
Experience
PNC Wealth Management
Skills
Securities, Equities, Mutual Funds, Management Consulting, Auditing, Investments, Asset Allocation, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Managment, Banking, Finance, Series 7, Strategic Financial..., Alternative Investments, Financial Planning
Education
Saint Joseph's University
Master of Business Administration (MBA)
PNC Wealth Management
Skills
Securities, Equities, Mutual Funds, Management Consulting, Auditing, Investments, Asset Allocation, Financial Services, Portfolio Management, Asset Management, Wealth Management, Asset Managment, Banking, Finance, Series 7, Strategic Financial..., Alternative Investments, Financial Planning
Education
Saint Joseph's University
Master of Business Administration (MBA)
Erin Erhart's PNC Wealth Management Experience June 2005 - Present
Job Vice President, Wealth Channel Development Advisor
Industry Banking
Experience
PNC Wealth Management June 2005 - Present
Skills
Consumer Lending, Retail Banking, Development Of Employees, Strategic Planning, Relationship Management, Event Planning, Project Management, Finance, Commercial Lending, Small Business Lending, Loans, Home Equity Lines of..., Banking, Home Equity Loans
Education
Saint Louis University
Bachelor of Arts (B.A.), Psychology
PNC Wealth Management June 2005 - Present
Skills
Consumer Lending, Retail Banking, Development Of Employees, Strategic Planning, Relationship Management, Event Planning, Project Management, Finance, Commercial Lending, Small Business Lending, Loans, Home Equity Lines of..., Banking, Home Equity Loans
Education
Saint Louis University
Bachelor of Arts (B.A.), Psychology
Karen Labos's PNC Wealth Management Experience April 1989 - Present
Job Sales & Service Specialist at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 1989 - Present
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature, General
PNC Wealth Management April 1989 - Present
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature, General
Richard Mack's PNC Wealth Management Experience June 2000 - Present
Job Sr VP and Trust Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2000 - Present
Skills
Wealth Management, Estate Planning, Strategic Financial..., Strategic Planning, New Business Development, Asset Allocation, Risk Management, Financial Analysis, Investments, Portfolio Management, Wealth Management..., Insurance, Investment Advisory, Investment Management, Series 7, High Net Worth..., Retirement Planning
Education
The Ohio State University 1975 — 1978
Juris Doctor
The Ohio State University 1971 — 1975
Bachelor of Arts (B.A.), International/Global Studies
PNC Wealth Management June 2000 - Present
Skills
Wealth Management, Estate Planning, Strategic Financial..., Strategic Planning, New Business Development, Asset Allocation, Risk Management, Financial Analysis, Investments, Portfolio Management, Wealth Management..., Insurance, Investment Advisory, Investment Management, Series 7, High Net Worth..., Retirement Planning
Education
The Ohio State University 1975 — 1978
Juris Doctor
The Ohio State University 1971 — 1975
Bachelor of Arts (B.A.), International/Global Studies
Thomas Shealey's PNC Wealth Management Experience January 2000 - June 2014
Job Account Manager at PNC
Industry Banking
Experience
PNC June 2014 - Present
PNC Wealth Management January 2000 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Sales, Access
Education
Robert Morris University 2007 — 2013
Professional Communication/Information Science
PNC June 2014 - Present
PNC Wealth Management January 2000 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Sales, Access
Education
Robert Morris University 2007 — 2013
Professional Communication/Information Science
Thomas P. McGrane, CFA's PNC Wealth Management Experience January 2002 - Present
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2002 - Present
Merrill Lynch Investment Managers January 1997 - December 2001
NatWest Bank January 1992 - December 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Alternative Investments, Investments, Securities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Financial Markets, Financial Planning, Fixed Income, Banking, Equities
Education
Rider University 1978 — 1982
Bachelor's degree, Finance
Middletown High School North 1974 — 1978
PNC Wealth Management January 2002 - Present
Merrill Lynch Investment Managers January 1997 - December 2001
NatWest Bank January 1992 - December 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Alternative Investments, Investments, Securities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Financial Markets, Financial Planning, Fixed Income, Banking, Equities
Education
Rider University 1978 — 1982
Bachelor's degree, Finance
Middletown High School North 1974 — 1978
Marian Ciaccia's PNC Wealth Management Experience February 2011 - Present
Job Financial Administrator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2011 - Present
The Bryn Mawr Trust Company March 2004 - December 2010
Skills
Trust Services, Custodial Services
Education
Saint Joseph's University 1977 — 1986
Holy Child Academy 1967 — 1971
Academic
PNC Wealth Management February 2011 - Present
The Bryn Mawr Trust Company March 2004 - December 2010
Skills
Trust Services, Custodial Services
Education
Saint Joseph's University 1977 — 1986
Holy Child Academy 1967 — 1971
Academic
Danielle Cunningham's PNC Wealth Management Experience March 2005 - Present
Job Securities Settlement Supervisor at PNC Bank
Industry Investment Management
Experience
PNC Wealth Management March 2005 - Present
PNC Wealth Management November 1998 - March 2005
Commerce Bank September 1994 - July 1998
Skills
Investments, Asset Managment, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Derivatives
Education
Temple University
PNC Wealth Management March 2005 - Present
PNC Wealth Management November 1998 - March 2005
Commerce Bank September 1994 - July 1998
Skills
Investments, Asset Managment, Equities, Financial Analysis, Microsoft Excel, Fixed Income, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Derivatives
Education
Temple University
francis keene's PNC Wealth Management Experience January 2002 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2002 - Present
Merrill Lynch August 1982 - November 2001
Merrill Lynch August 1982 - November 2001
Skills
Alternative Investments, Asset Allocation, Equities, Series 7, Wealth Management, Portfolio Management, Estate Planning, Asset Management, Mutual Funds, Investment Strategies, Investments, Securities, Retirement Planning, Investment Advisory, Asset Managment, Strategic Financial..., Investment Management, ETFs, Wealth
Education
Rider University
Bachelor of Business Administration (BBA), Finance, General
PNC Wealth Management January 2002 - Present
Merrill Lynch August 1982 - November 2001
Merrill Lynch August 1982 - November 2001
Skills
Alternative Investments, Asset Allocation, Equities, Series 7, Wealth Management, Portfolio Management, Estate Planning, Asset Management, Mutual Funds, Investment Strategies, Investments, Securities, Retirement Planning, Investment Advisory, Asset Managment, Strategic Financial..., Investment Management, ETFs, Wealth
Education
Rider University
Bachelor of Business Administration (BBA), Finance, General
Catherine Jervier's PNC Wealth Management Experience
Job Trust Associate at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management
Skills
Wealth Management, Trust Services
Education
Roosevelt University
Bachelor of Arts (BA)
PNC Wealth Management
Skills
Wealth Management, Trust Services
Education
Roosevelt University
Bachelor of Arts (BA)
Sandra Govic's PNC Wealth Management Experience September 2005 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2005 - Present
Charles Schwab 2000 - 2005
Institutional Trading 1991 - 2000
Skills
Investment Advisory, Investment Strategies, Portfolio Management, Asset Managment, Wealth Management, Risk Management, High Net Worth..., Alternative Investments, Investments, Retirement, Trust Management, Sales, Trusted Advisor, Fiduciary Services, Fiduciary Management, Finance, Asset Management, Banking, Retirement Planning, Bonds, Financial Services
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Marketing/Finance
PNC Wealth Management September 2005 - Present
Charles Schwab 2000 - 2005
Institutional Trading 1991 - 2000
Skills
Investment Advisory, Investment Strategies, Portfolio Management, Asset Managment, Wealth Management, Risk Management, High Net Worth..., Alternative Investments, Investments, Retirement, Trust Management, Sales, Trusted Advisor, Fiduciary Services, Fiduciary Management, Finance, Asset Management, Banking, Retirement Planning, Bonds, Financial Services
Education
Seton Hall University 1987 — 1991
Bachelor of Science (BS), Marketing/Finance
Cynthia Shreaves's PNC Wealth Management Experience
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management
Skills
Portfolio Management, Financial Services
Education
University of Baltimore School of Law 1981 — 1984
Juris Doctor (J.D.)
Salisbury University 1977 — 1981
Bachelor’s Degree, Political Science
PNC Wealth Management
Skills
Portfolio Management, Financial Services
Education
University of Baltimore School of Law 1981 — 1984
Juris Doctor (J.D.)
Salisbury University 1977 — 1981
Bachelor’s Degree, Political Science
Kimberly Kingsland's PNC Wealth Management Experience August 1998 - Present
Job Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 1998 - Present
Skills
Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Banking, Securities, Portfolio Management, Financial Services, Risk Management, Investment Management, Investment Strategies, Finance, Asset Management, Alternative Investments
Education
Seton Hall University School of Law 1981 — 1984
Doctor of Law (J.D.)
Villanova University 1977 — 1981
Bachelor of Arts (B.A.), English/Theater
PNC Wealth Management August 1998 - Present
Skills
Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Banking, Securities, Portfolio Management, Financial Services, Risk Management, Investment Management, Investment Strategies, Finance, Asset Management, Alternative Investments
Education
Seton Hall University School of Law 1981 — 1984
Doctor of Law (J.D.)
Villanova University 1977 — 1981
Bachelor of Arts (B.A.), English/Theater
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank