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
Julie Broadwell Julie Broadwell's PNC Wealth Management Experience August 2014 - Present
Job Senior Banking Advisor, VP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management August 2014 - Present
US Bank August 2011 - July 2014
US Bank January 2009 - June 2011
US Bank August 2004 - October 2008
Fifth Third Bank 1991 - 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Management, Mortgage Lending, Credit Analysis, Loans, Treasury Management, Finance, Consumer Lending, Payments, Retail Banking, Sales, Banking, Credit, Loan Origination, Lines Of Credit, Sales Management, Credit Cards, Relationship Management, Cross Selling, Financial Analysis, Risk Management, New Business Development, Cash Management, Financial Services, Wealth Management, Underwriting, Branch Management, Mortgage Banking, Portfolio Management, SBA, Leadership
Education
University of Cincinnati 1988 — 1993
Bachelor's Degree, Education, 4.0
PNC Wealth Management August 2014 - Present
US Bank August 2011 - July 2014
US Bank January 2009 - June 2011
US Bank August 2004 - October 2008
Fifth Third Bank 1991 - 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Management, Mortgage Lending, Credit Analysis, Loans, Treasury Management, Finance, Consumer Lending, Payments, Retail Banking, Sales, Banking, Credit, Loan Origination, Lines Of Credit, Sales Management, Credit Cards, Relationship Management, Cross Selling, Financial Analysis, Risk Management, New Business Development, Cash Management, Financial Services, Wealth Management, Underwriting, Branch Management, Mortgage Banking, Portfolio Management, SBA, Leadership
Education
University of Cincinnati 1988 — 1993
Bachelor's Degree, Education, 4.0
Richard Giessert Richard Giessert's PNC Wealth Management Experience May 2013 - Present
Job at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2013 - Present
Northern Trust June 2008 - May 2013
A division of PNC Bank August 2004 - June 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Commercial Mortgages, Risk Management, Mortgage, Credit Risk, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Commercial Real Estate, Consumer Lending, Finance, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Mutual Funds, Portfolio Management, Real Estate, Relationship Management, Residential Mortgages, Retail Banking, Small Business, Small Business Lending, Underwriting, Wealth Management, Cross Selling, Mortgage Lending, Strategic Financial..., Loan Origination, Treasury Management, Due Diligence
Education
University of Florida 2000 — 2004
BS & BA, Finance & Economics
PNC Wealth Management May 2013 - Present
Northern Trust June 2008 - May 2013
A division of PNC Bank August 2004 - June 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Financial Analysis, Credit Analysis, Commercial Mortgages, Risk Management, Mortgage, Credit Risk, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Commercial Real Estate, Consumer Lending, Finance, Financial Risk, Financial Services, Investments, Leadership, Lines Of Credit, Mutual Funds, Portfolio Management, Real Estate, Relationship Management, Residential Mortgages, Retail Banking, Small Business, Small Business Lending, Underwriting, Wealth Management, Cross Selling, Mortgage Lending, Strategic Financial..., Loan Origination, Treasury Management, Due Diligence
Education
University of Florida 2000 — 2004
BS & BA, Finance & Economics
Jim Young, CFA,CFP Jim Young, CFA,CFP's PNC Wealth Management Experience 2002 - 2004
Job Senior Portfolio Manager and Investment Analyst
Industry Financial Services
Experience
USA Hockey 2005 - Present
The Sanibel Captiva Trust Company 2008 - 2013
Benedum Interests 2004 - 2008
PNC Wealth Management 2002 - 2004
BMO Harris Private Banking 1997 - 2002
Barnett Capital Advisors 1995 - 1997
USBANCORP Trust Company (now Ameriserv Financial) 1993 - 1995
SunTrust, Trust and Investment Management Group 1988 - 1993
Skills
Investment Management, Technical Analysis, Global Macro Strategy, Industry Specialties;..., Behavioral Finance, Comprehensive Wealth..., Speaking, Writing and..., Fundamental Research, Macro-Economic Analysis, Investments, Analysis, High Net Worth..., Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equity Research, Investment Strategies, Equities, Leadership, Asset Management, Investment Advisory, Management, Research, Economics, ETFs, Fixed Income, Alternative Investments, Strategic Financial..., Hedge Funds, Bloomberg, Retirement Planning, Estate Planning, Financial Markets, Series 63, Retirement, Commodity, Trading, Financial Modeling, Valuation, Equity Trading, Equity Valuation, Risk Management, Financial Analysis, Bonds, Financial Planning
Education
University of Pittsburgh
BA, Economics and Psychology
CFA Institute, Charlottesville,VA
CFA Charterholder, Investment Management & Analysis
College for Financial Planning, Denver, CO
CFP® Certificant, Financial Planning
Campbell University, Buies Creek,NC
Southeastern Trust School
Holy Name/ Berks Catholic, Reading,PA
College Preparatory
USA Hockey 2005 - Present
The Sanibel Captiva Trust Company 2008 - 2013
Benedum Interests 2004 - 2008
PNC Wealth Management 2002 - 2004
BMO Harris Private Banking 1997 - 2002
Barnett Capital Advisors 1995 - 1997
USBANCORP Trust Company (now Ameriserv Financial) 1993 - 1995
SunTrust, Trust and Investment Management Group 1988 - 1993
Skills
Investment Management, Technical Analysis, Global Macro Strategy, Industry Specialties;..., Behavioral Finance, Comprehensive Wealth..., Speaking, Writing and..., Fundamental Research, Macro-Economic Analysis, Investments, Analysis, High Net Worth..., Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Portfolio Management, Wealth Management, Equity Research, Investment Strategies, Equities, Leadership, Asset Management, Investment Advisory, Management, Research, Economics, ETFs, Fixed Income, Alternative Investments, Strategic Financial..., Hedge Funds, Bloomberg, Retirement Planning, Estate Planning, Financial Markets, Series 63, Retirement, Commodity, Trading, Financial Modeling, Valuation, Equity Trading, Equity Valuation, Risk Management, Financial Analysis, Bonds, Financial Planning
Education
University of Pittsburgh
BA, Economics and Psychology
CFA Institute, Charlottesville,VA
CFA Charterholder, Investment Management & Analysis
College for Financial Planning, Denver, CO
CFP® Certificant, Financial Planning
Campbell University, Buies Creek,NC
Southeastern Trust School
Holy Name/ Berks Catholic, Reading,PA
College Preparatory
Brian Boswell Brian Boswell's PNC Wealth Management Experience December 2010 - Present
Job VP, Wealth Mgmt: Retail Channel Development Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2010 - Present
National City Bank October 2007 - December 2010
First Franklin 2005 - 2008
Skills
Loans, Banking, Risk Management, Credit, Management, Strategic Planning, Portfolio Management, Financial Analysis, Finance, Commercial Lending, Commercial Banking, Consumer Lending, Wealth Management, Investments, Credit Analysis
Education
University of Notre Dame 1987 — 1991
Havelock High School 1984 — 1987
PNC Wealth Management December 2010 - Present
National City Bank October 2007 - December 2010
First Franklin 2005 - 2008
Skills
Loans, Banking, Risk Management, Credit, Management, Strategic Planning, Portfolio Management, Financial Analysis, Finance, Commercial Lending, Commercial Banking, Consumer Lending, Wealth Management, Investments, Credit Analysis
Education
University of Notre Dame 1987 — 1991
Havelock High School 1984 — 1987
Kevin Grady Kevin Grady's PNC Wealth Management Experience August 1999 - Present
Job Senior Vice President Regional Wealth Management Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 1999 - Present
SunTrust Bank October 1993 - July 1999
Northern Trust Bank August 1991 - October 1993
NCNB National Bank Trust Group August 1982 - July 1991
NCNB National Bank Trust Group July 1986 - August 1987
NCNB National Bank Trust Group August 1982 - July 1986
Skills
Financial Analysis, Securities, Financial Modeling, Risk Management, Investment Management, Derivatives, Private Banking, Retail Banking, Retirement, Insurance, Hedge Funds, Financial Services, Wealth Management..., Management of..., Starting new markets..., Trust Services, Leadership, Management
Education
University of North Carolina at Greensboro
B.S. Business Administration, Economics
PNC Wealth Management August 1999 - Present
SunTrust Bank October 1993 - July 1999
Northern Trust Bank August 1991 - October 1993
NCNB National Bank Trust Group August 1982 - July 1991
NCNB National Bank Trust Group July 1986 - August 1987
NCNB National Bank Trust Group August 1982 - July 1986
Skills
Financial Analysis, Securities, Financial Modeling, Risk Management, Investment Management, Derivatives, Private Banking, Retail Banking, Retirement, Insurance, Hedge Funds, Financial Services, Wealth Management..., Management of..., Starting new markets..., Trust Services, Leadership, Management
Education
University of North Carolina at Greensboro
B.S. Business Administration, Economics
Elise M. Meyer Elise M. Meyer's PNC Wealth Management Experience February 2010 - August 2012
Job Business Development and Marketing Professional at Thompson Hine LLP
Industry Legal Services
Experience
Thompson Hine LLP January 2015 - Present
Baker & Hostetler LLP August 2012 - January 2015
PNC Wealth Management February 2010 - August 2012
National City Bank September 2007 - March 2010
The Marketing Arm May 2007 - August 2007
Sporting Goods Manufacturers Association October 2004 - January 2005
Skills
Event Management, Marketing, Event Planning, Social Media Marketing, Marketing Strategy, Sponsorship, Marketing Communications, Integrated Marketing, Public Relations, Social Media, Business Development, Sales, New Business Development, Management, Social Networking, Strategic Planning, Leadership
Education
University of Dayton 2003 — 2007
Sports Management
Thompson Hine LLP January 2015 - Present
Baker & Hostetler LLP August 2012 - January 2015
PNC Wealth Management February 2010 - August 2012
National City Bank September 2007 - March 2010
The Marketing Arm May 2007 - August 2007
Sporting Goods Manufacturers Association October 2004 - January 2005
Skills
Event Management, Marketing, Event Planning, Social Media Marketing, Marketing Strategy, Sponsorship, Marketing Communications, Integrated Marketing, Public Relations, Social Media, Business Development, Sales, New Business Development, Management, Social Networking, Strategic Planning, Leadership
Education
University of Dayton 2003 — 2007
Sports Management
Andrew G. Laing, CIMA®'s PNC Wealth Management Experience August 2014 - Present
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
Scott Rogowicz Scott Rogowicz's PNC Wealth Management Experience November 2011 - August 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2012 - Present
PNC Wealth Management November 2011 - August 2012
UBS Wealth Management April 2010 - November 2011
The Ayco Company, L.P., a Goldman Sachs Company June 2007 - April 2010
U.S. Coast Guard May 2000 - June 2003
Education
University of Pittsburgh
Bachelor of Science, Summa Cum Laude, Finance and Economics
Kiski Area High School
Wells Fargo Advisors LLC August 2012 - Present
PNC Wealth Management November 2011 - August 2012
UBS Wealth Management April 2010 - November 2011
The Ayco Company, L.P., a Goldman Sachs Company June 2007 - April 2010
U.S. Coast Guard May 2000 - June 2003
Education
University of Pittsburgh
Bachelor of Science, Summa Cum Laude, Finance and Economics
Kiski Area High School
Amy Lantz Amy Lantz's PNC Wealth Management Experience June 2001 - Present
Job Investment Advisor
Industry Financial Services
Experience
PNC Wealth Management June 2001 - Present
Skills
Alternative Investments, Portfolio Management, Estate Planning
Education
University of Cincinnati College of Business 2006 — 2008
MBA, Finance
Xavier University 1997 — 2001
BSBA, Finance
PNC Wealth Management June 2001 - Present
Skills
Alternative Investments, Portfolio Management, Estate Planning
Education
University of Cincinnati College of Business 2006 — 2008
MBA, Finance
Xavier University 1997 — 2001
BSBA, Finance
James F. Kinoshita, CFA James F. Kinoshita, CFA's PNC Wealth Management Experience June 2013 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2013 - Present
J.P. Morgan October 2005 - May 2013
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance and Marketing
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Niles North High School
PNC Wealth Management June 2013 - Present
J.P. Morgan October 2005 - May 2013
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance and Marketing
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Niles North High School
Greg Wessel, CFA's PNC Wealth Management Experience June 2013 - Present
Job Investment Advisor at PNC Wealth Management
Industry Investment Banking
Experience
PNC Wealth Management June 2013 - Present
Deutsche Bank 2007 - 2012
INVESCO 1995 - 2007
PNC February 1994 - February 1995
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Markets, Equities, Investment Management, Portfolio Management, Wealth Management, Bonds, ETFs, Trading, Hedge Funds, Securities, Credit Derivatives, Financial Modeling, Investment Strategies, Finance, Asset Allocation, Derivatives, Investments, Alternative Investments, Equity Research, Investment Banking, Valuation, Private Equity, Asset Managment, Emerging Markets, Corporate Finance, High Yield, Risk Management, Macroeconomics, Electronic Trading, Mutual Funds, Quantitative Analytics, Series 7, Asset Management, Options, Structured Products
Education
University of Louisville 1989 — 1993
Bachelor of Science (B.S.), Finance
PNC Wealth Management June 2013 - Present
Deutsche Bank 2007 - 2012
INVESCO 1995 - 2007
PNC February 1994 - February 1995
Skills
Fixed Income, Bloomberg, Capital Markets, Financial Markets, Equities, Investment Management, Portfolio Management, Wealth Management, Bonds, ETFs, Trading, Hedge Funds, Securities, Credit Derivatives, Financial Modeling, Investment Strategies, Finance, Asset Allocation, Derivatives, Investments, Alternative Investments, Equity Research, Investment Banking, Valuation, Private Equity, Asset Managment, Emerging Markets, Corporate Finance, High Yield, Risk Management, Macroeconomics, Electronic Trading, Mutual Funds, Quantitative Analytics, Series 7, Asset Management, Options, Structured Products
Education
University of Louisville 1989 — 1993
Bachelor of Science (B.S.), Finance
William L. Gaul, CFA William L. Gaul, CFA's PNC Wealth Management Experience August 2005 - November 2010
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
Tara Adams, CTFA's PNC Wealth Management Experience May 2012 - May 2015
Job Senior Trust Officer and Compliance Specialist at Johnson Trust Company
Industry Financial Services
Experience
Johnson Trust Company May 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank January 2008 - December 2011
Fifth Third Bank March 2006 - January 2008
Fifth Third Bank July 2005 - March 2006
Fifth Third Bank April 2004 - July 2005
Wells Fargo Financial November 2003 - March 2004
Fifth Third Bank May 2002 - July 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Banking, Strategic Financial..., Asset Management, Wealth Management..., High Net Worth..., Loans, Credit, Risk Management, Investment Management, Trust Services, Finance
Education
University of Kentucky 1997 — 2002
Bachelor of Business Administration (BBA), Double Major, Finance and Management
Johnson Trust Company May 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank December 2011 - May 2012
Fifth Third Bank January 2008 - December 2011
Fifth Third Bank March 2006 - January 2008
Fifth Third Bank July 2005 - March 2006
Fifth Third Bank April 2004 - July 2005
Wells Fargo Financial November 2003 - March 2004
Fifth Third Bank May 2002 - July 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Banking, Strategic Financial..., Asset Management, Wealth Management..., High Net Worth..., Loans, Credit, Risk Management, Investment Management, Trust Services, Finance
Education
University of Kentucky 1997 — 2002
Bachelor of Business Administration (BBA), Double Major, Finance and Management
Benjamin Fenicle's PNC Wealth Management Experience November 2013 - Present
Job Vice President and Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management November 2013 - Present
PNC Wealth Management September 2010 - November 2013
PNC Wealth Management June 2007 - September 2010
PNC Investments January 2006 - June 2007
Ameriprise Financial Services, Inc. November 2003 - January 2006
Skills
Certified Financial...
Education
Villanova University 2008 — 2011
Master of Science (M.S.), Taxation
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Finance
PNC Wealth Management November 2013 - Present
PNC Wealth Management September 2010 - November 2013
PNC Wealth Management June 2007 - September 2010
PNC Investments January 2006 - June 2007
Ameriprise Financial Services, Inc. November 2003 - January 2006
Skills
Certified Financial...
Education
Villanova University 2008 — 2011
Master of Science (M.S.), Taxation
University of Delaware 1998 — 2003
Bachelor of Science (B.S.), Finance
Janet S. Elinoff Janet S. Elinoff's PNC Wealth Management Experience June 2012 - Present
Job Vice President / Senior Trust Product Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2012 - Present
Comerica Bank October 1984 - June 2012
Laventhol & Horwath 1982 - 1984
Deloitte Haskins & Sells 1980 - 1982
Skills
Estate Planning, Finance, Wealth Management..., Relationship Management, Financial Advisory, Loans, Investment Management, Insurance, Tax, Retirement Planning, Private Banking, Wealth Management, Trusts, High Net Worth..., Investment Advisory, Public Speaking
Education
University at Albany, SUNY 1976 — 1980
BS, Accounting and English
PNC Wealth Management June 2012 - Present
Comerica Bank October 1984 - June 2012
Laventhol & Horwath 1982 - 1984
Deloitte Haskins & Sells 1980 - 1982
Skills
Estate Planning, Finance, Wealth Management..., Relationship Management, Financial Advisory, Loans, Investment Management, Insurance, Tax, Retirement Planning, Private Banking, Wealth Management, Trusts, High Net Worth..., Investment Advisory, Public Speaking
Education
University at Albany, SUNY 1976 — 1980
BS, Accounting and English
Nicholas Durso Nicholas Durso's PNC Wealth Management Experience June 2014 - Present
Job PNC Wealth Management Relationship Manager
Industry Financial Services
Experience
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
Barbara Soth Barbara Soth's PNC Wealth Management Experience October 2005 - Present
Job Senior Trust Officer at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2005 - Present
Wachovia Bank, N.A. October 1979 - September 2005
Skills
Trust Services, Trust Management, High Net Worth..., Wealth Management, Estate Planning, Special Needs Trust..., Elder Care, Loans, Retirement Planning, Asset Allocation, Wealth Management..., Retirement, Investment Advisory, Investment Strategies, Mutual Funds
Education
University of Baltimore
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland Baltimore County
Certified Financial Planning
PNC Wealth Management October 2005 - Present
Wachovia Bank, N.A. October 1979 - September 2005
Skills
Trust Services, Trust Management, High Net Worth..., Wealth Management, Estate Planning, Special Needs Trust..., Elder Care, Loans, Retirement Planning, Asset Allocation, Wealth Management..., Retirement, Investment Advisory, Investment Strategies, Mutual Funds
Education
University of Baltimore
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland Baltimore County
Certified Financial Planning
Brian Talbott's PNC Wealth Management Experience January 2015 - Present
Job Associate Wealth Management Advisor at Northwestern Mutual, The Russo Group
Industry Financial Services
Experience
Northwestern Mutual, The Russo Group September 2015 - Present
PNC Wealth Management January 2015 - Present
PNC Wealth Management June 2014 - January 2015
PNC May 2013 - August 2013
Lane Bridgers Schill Wealth Management Group June 2012 - August 2012
Skills
Management, PowerPoint, Public Speaking, Teamwork, Microsoft Excel, Leadership, Research
Education
University of Miami 2010 — 2014
Lenape High School 2007 — 2010
Northwestern Mutual, The Russo Group September 2015 - Present
PNC Wealth Management January 2015 - Present
PNC Wealth Management June 2014 - January 2015
PNC May 2013 - August 2013
Lane Bridgers Schill Wealth Management Group June 2012 - August 2012
Skills
Management, PowerPoint, Public Speaking, Teamwork, Microsoft Excel, Leadership, Research
Education
University of Miami 2010 — 2014
Lenape High School 2007 — 2010
Kirk Michel Kirk Michel's PNC Wealth Management Experience December 2005 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2005 - Present
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
PNC Wealth Management December 2005 - Present
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
Debra Ausley Debra Ausley's PNC Wealth Management Experience April 2012 - Present
Job Vice President Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2012 - Present
DMLO January 2005 - October 2011
Skills
Tax, Financial Statements, Tax Returns, Tax Preparation, Income Tax, CPA, QuickBooks, Small Business, Auditing, Tax Accounting, GAAP, Budgets, Financial Analysis, S Corporations, Partnership Taxation, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Planning, Customer Service, ProSystem fx Tax, High Net Worth..., Personal Trust..., Corporate Tax, Teamwork
Education
Goldey-Beacom College 2002 — 2003
MBA with concentration in Finance, Business, Master in Business with concentration in Finance
Mary Washington College 1984 — 1988
Bachelor's of Science, Accounting
PNC Wealth Management April 2012 - Present
DMLO January 2005 - October 2011
Skills
Tax, Financial Statements, Tax Returns, Tax Preparation, Income Tax, CPA, QuickBooks, Small Business, Auditing, Tax Accounting, GAAP, Budgets, Financial Analysis, S Corporations, Partnership Taxation, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Planning, Customer Service, ProSystem fx Tax, High Net Worth..., Personal Trust..., Corporate Tax, Teamwork
Education
Goldey-Beacom College 2002 — 2003
MBA with concentration in Finance, Business, Master in Business with concentration in Finance
Mary Washington College 1984 — 1988
Bachelor's of Science, Accounting
Greg T. Watkins, CIMA's PNC Wealth Management Experience May 2012 - May 2015
Job Investment Advisor at Stock Yards Bank & Trust Company
Industry Investment Management
Experience
Stock Yards Bank & Trust Company June 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank August 2007 - April 2012
PNC Advisors September 2001 - August 2007
JP Morgan Chase (nee Banc One Investment Advisors) May 1995 - September 2001
Skills
Portfolio Management, Investments, Investment Strategies, Securities, Mutual Funds, Risk Management, Alternative Investments, Process Improvement, Asset Allocation, Asset Management, Risk Assessment, Relationship Management, Wealth Management, ETFs, Hedge Funds, Financial Markets, Bonds, Investment Advisory, Investment Management, Finance, Options, Retirement Planning, Equities, Series 63, Fixed Income, Bloomberg, High Net Worth..., Financial Modeling, Equity Research, Financial Risk, 401k, Retirement, Financial Analysis, Capital Markets, Banking, Cash Management, Valuation, Trust Services, Financial Advisory
Education
University of Kentucky 1990 — 1995
Bachelor of Business Administration, Finance
Stock Yards Bank & Trust Company June 2015 - Present
PNC Wealth Management May 2012 - May 2015
Fifth Third Bank August 2007 - April 2012
PNC Advisors September 2001 - August 2007
JP Morgan Chase (nee Banc One Investment Advisors) May 1995 - September 2001
Skills
Portfolio Management, Investments, Investment Strategies, Securities, Mutual Funds, Risk Management, Alternative Investments, Process Improvement, Asset Allocation, Asset Management, Risk Assessment, Relationship Management, Wealth Management, ETFs, Hedge Funds, Financial Markets, Bonds, Investment Advisory, Investment Management, Finance, Options, Retirement Planning, Equities, Series 63, Fixed Income, Bloomberg, High Net Worth..., Financial Modeling, Equity Research, Financial Risk, 401k, Retirement, Financial Analysis, Capital Markets, Banking, Cash Management, Valuation, Trust Services, Financial Advisory
Education
University of Kentucky 1990 — 1995
Bachelor of Business Administration, Finance
Irene Chase Estrada, J.D., CFP® Irene Chase Estrada, J.D., CFP®'s PNC Wealth Management Experience June 2006 - March 2012
Job Managing Director, Washington National Tax at KPMG
Industry Accounting
Experience
KPMG April 2012 - Present
PNC Wealth Management June 2006 - March 2012
Covington & Burling November 2001 - May 2006
Skadden, Arps June 1999 - August 1999
Skills
Estate Planning, Financial Planning, Tax, Trusts, Succession Planning, High Net Worth..., Estate Law
Education
University of Chicago Law School 1998 — 2001
Juris Doctor, magna cum laude
University of Virginia 1993 — 1997
Bachelor of Arts, magna cum laude, Psychology
KPMG April 2012 - Present
PNC Wealth Management June 2006 - March 2012
Covington & Burling November 2001 - May 2006
Skadden, Arps June 1999 - August 1999
Skills
Estate Planning, Financial Planning, Tax, Trusts, Succession Planning, High Net Worth..., Estate Law
Education
University of Chicago Law School 1998 — 2001
Juris Doctor, magna cum laude
University of Virginia 1993 — 1997
Bachelor of Arts, magna cum laude, Psychology
Amanda Priebe, CFP®'s PNC Wealth Management Experience March 2014 - Present
Job Member of the Board at Alpha House Inc
Industry Financial Services
Experience
Alpha House Inc January 2015 - Present
PNC Wealth Management March 2014 - Present
CFP Advisory Board Duquesne University January 2014 - Present
Financial Planning Association of Pittsburgh January 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Public Speaking, Wealth Accumulation, Team Leadership, Wealth, Finance
Education
Kansas State University 2014 — 2015
Graduate Certificate Program, Financial Therapy
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
University of Pittsburgh
Psychology
Honesdale High
General
Alpha House Inc January 2015 - Present
PNC Wealth Management March 2014 - Present
CFP Advisory Board Duquesne University January 2014 - Present
Financial Planning Association of Pittsburgh January 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Public Speaking, Wealth Accumulation, Team Leadership, Wealth, Finance
Education
Kansas State University 2014 — 2015
Graduate Certificate Program, Financial Therapy
Duquesne University School of Leadership and Professional Advancement
Executive Certificate in Financial Planning
University of Pittsburgh
Psychology
Honesdale High
General
Magna Oliveira Gregory Magna Oliveira Gregory's PNC Wealth Management Experience June 2006 - February 2007
Job Bilingual Claims Adjuster Trainee
Industry Insurance
Experience
Argo Group International Holdings, Ltd. May 2015 - Present
J.P. Morgan February 2012 - April 2015
JPMorgan Chase August 2011 - November 2011
MetLife March 2009 - May 2011
ALICO February 2007 - March 2009
PNC Wealth Management June 2006 - February 2007
TransUnion Settlement Solutions January 2003 - March 2006
Visa International August 2002 - January 2003
Rebal (Industrial Kitchen Equipment) April 1995 - September 2001
Skills
Insurance, Sales, Life Insurance, Customer Service, Business Strategy, Financial Services, Business Analysis, Analysis, Underwriting, Project Management, Risk Management, Relationship Management
Education
Wilmington University 2003 — 2006
Bachelor of Science, Marketing
Universidade Metodista de São Paulo 2000 — 2002
Public Relations
Argo Group International Holdings, Ltd. May 2015 - Present
J.P. Morgan February 2012 - April 2015
JPMorgan Chase August 2011 - November 2011
MetLife March 2009 - May 2011
ALICO February 2007 - March 2009
PNC Wealth Management June 2006 - February 2007
TransUnion Settlement Solutions January 2003 - March 2006
Visa International August 2002 - January 2003
Rebal (Industrial Kitchen Equipment) April 1995 - September 2001
Skills
Insurance, Sales, Life Insurance, Customer Service, Business Strategy, Financial Services, Business Analysis, Analysis, Underwriting, Project Management, Risk Management, Relationship Management
Education
Wilmington University 2003 — 2006
Bachelor of Science, Marketing
Universidade Metodista de São Paulo 2000 — 2002
Public Relations
Christina Snyder, CISP, CFP® Christina Snyder, CISP, CFP®'s PNC Wealth Management Experience March 2001 - Present
Job Vice President & Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2001 - Present
Mercantile Bank August 1999 - March 2001
Skills
Bookkeeping, Trust Services, Banking, Estate Planning, Retirement Planning, Fiduciary Management, Financial Services, Retirement, IRAs, Leadership, Wealth Management, Investments
Education
University of Baltimore 1997 — 2000
Bachelor of Science (B.S.), International Business
PNC Wealth Management March 2001 - Present
Mercantile Bank August 1999 - March 2001
Skills
Bookkeeping, Trust Services, Banking, Estate Planning, Retirement Planning, Fiduciary Management, Financial Services, Retirement, IRAs, Leadership, Wealth Management, Investments
Education
University of Baltimore 1997 — 2000
Bachelor of Science (B.S.), International Business
Danielle James's PNC Wealth Management Experience July 2005 - Present
Job Assistant Vice President, Trust Real Estate at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2005 - Present
National City Bank June 2002 - July 2005
Skills
Real Estate, Portfolio Management, Leadership, Banking, Investment Properties, Asset Management, Credit, Commercial Lending, Loans
Education
University of Detroit Mercy 1998 — 2002
Bachelor of Science (B.S.), Business Administration/Finance, Magna Cum Laude
PNC Wealth Management July 2005 - Present
National City Bank June 2002 - July 2005
Skills
Real Estate, Portfolio Management, Leadership, Banking, Investment Properties, Asset Management, Credit, Commercial Lending, Loans
Education
University of Detroit Mercy 1998 — 2002
Bachelor of Science (B.S.), Business Administration/Finance, Magna Cum Laude
Christopher Tschieder's PNC Wealth Management Experience July 2010 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2010 - Present
PNC Institutional Investments July 2005 - June 2010
INVESCO-NAM May 2002 - June 2005
Fund Evaluation Group April 1998 - May 2002
Fifth Third Bank March 1997 - April 1998
United States Air Force August 1988 - March 1997
Education
United States Air Force Academy 1983 — 1988
BS, Civil Engineering
Xavier University 1993 — 1995
MBA, Finance
Longwood Lyman High school
PNC Wealth Management July 2010 - Present
PNC Institutional Investments July 2005 - June 2010
INVESCO-NAM May 2002 - June 2005
Fund Evaluation Group April 1998 - May 2002
Fifth Third Bank March 1997 - April 1998
United States Air Force August 1988 - March 1997
Education
United States Air Force Academy 1983 — 1988
BS, Civil Engineering
Xavier University 1993 — 1995
MBA, Finance
Longwood Lyman High school
Fran Gunther Minges's PNC Wealth Management Experience September 2012 - Present
Job Sales and Service Associate at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2012 - Present
Community Law Center November 2006 - September 2012
Shepherd's Clinic March 2005 - December 2008
Baltimore Educational Scholarship Trust July 1989 - May 1996
Skills
Community Outreach, Board Development, Planned Giving, Grant Writing, Fundraising, Annual Giving, Stewardship, Grants, Volunteer Management, Prospect Research, Program Development, Philanthropy, Private Foundations, Fundraisers, Non-profit..., Solicitation, Campaign Strategies, Resource Development, Non-profit Board..., Non-profits, Event Planning, Public Speaking, Event Management, Proposal Writing, Strategic Planning
Education
University of Delaware 1981 — 1983
MA
Notre Dame of Maryland University 1977 — 1981
BA
PNC Wealth Management September 2012 - Present
Community Law Center November 2006 - September 2012
Shepherd's Clinic March 2005 - December 2008
Baltimore Educational Scholarship Trust July 1989 - May 1996
Skills
Community Outreach, Board Development, Planned Giving, Grant Writing, Fundraising, Annual Giving, Stewardship, Grants, Volunteer Management, Prospect Research, Program Development, Philanthropy, Private Foundations, Fundraisers, Non-profit..., Solicitation, Campaign Strategies, Resource Development, Non-profit Board..., Non-profits, Event Planning, Public Speaking, Event Management, Proposal Writing, Strategic Planning
Education
University of Delaware 1981 — 1983
MA
Notre Dame of Maryland University 1977 — 1981
BA
Suzanne Holmes, CFP®, CAP® Suzanne Holmes, CFP®, CAP®'s PNC Wealth Management Experience 2008 - Present
Job Senior Vice President and Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2008 - Present
Wachovia Wealth Management December 2001 - April 2008
First Union August 1988 - December 1998
Education
University of Delaware 1964 — 1970
BA - 1967, MA - 1970, Spanish and French Languages and Literature
University of Delaware 1964 — 1970
Bachelor's degree 1967 and Master's degree 1970, Spanish and French Language and Literature
PNC Wealth Management 2008 - Present
Wachovia Wealth Management December 2001 - April 2008
First Union August 1988 - December 1998
Education
University of Delaware 1964 — 1970
BA - 1967, MA - 1970, Spanish and French Languages and Literature
University of Delaware 1964 — 1970
Bachelor's degree 1967 and Master's degree 1970, Spanish and French Language and Literature
Tim Thieneman's PNC Wealth Management Experience May 2000 - Present
Job Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2000 - Present
Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management, Asset Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Equities, High Net Worth..., Banking, Risk Management
Education
University of Louisville 1979 — 1983
BSBA, Business Administration and Management, General
PNC Wealth Management May 2000 - Present
Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management, Asset Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Equities, High Net Worth..., Banking, Risk Management
Education
University of Louisville 1979 — 1983
BSBA, Business Administration and Management, General
Emily Norkus's PNC Wealth Management Experience April 2013 - September 2013
Job GHMR
Industry Utilities
Experience
GHMR March 2014 - Present
Birmingham Orthodontics September 2013 - March 2014
PNC Wealth Management April 2013 - September 2013
PNC December 2011 - April 2013
Wells Fargo January 2011 - November 2011
Skills
Credit, Banking, Sales, Consumer Lending, Customer Service, Retail Banking, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Loans, Financial Analysis, Retail, Business Development, Sales Management, Direct Sales, Sales Process, Account Management, New Business Development
Education
University of Alabama at Birmingham 2004 — 2008
Bachelor of Science (B.S.), Communication, General
GHMR March 2014 - Present
Birmingham Orthodontics September 2013 - March 2014
PNC Wealth Management April 2013 - September 2013
PNC December 2011 - April 2013
Wells Fargo January 2011 - November 2011
Skills
Credit, Banking, Sales, Consumer Lending, Customer Service, Retail Banking, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Loans, Financial Analysis, Retail, Business Development, Sales Management, Direct Sales, Sales Process, Account Management, New Business Development
Education
University of Alabama at Birmingham 2004 — 2008
Bachelor of Science (B.S.), Communication, General
Bryan Pirosko's PNC Wealth Management Experience 2006 - 2009
Job Account Executive at SimpsonMcCrady, LLC
Industry Insurance
Experience
Simpson & McCrady, LLC February 2015 - Present
Gateway Financial Group June 2012 - January 2015
Paychex 2010 - 2012
Underwriters Brokerage 2009 - 2010
PNC Wealth Management 2006 - 2009
Federated Investors, Inc. 2005 - 2006
Nothwestern Mutual Financial Network 2002 - 2005
Skills
Group Benefits, Health Insurance, Benefits Administration, Customer Service, Problem Solving, Building Relationships, Human Resources, Disability Insurance, Direct Sales, Sales Management, Performance Management, Team Building, Banking, Public Speaking, Coaching, Mentoring, New Business Development, Social Networking, Sales Presentations, Relationship Management, Account Management, Marketing, Business Relationship..., COBRA, Training, Employee Relations, Strategic Planning, Life Insurance, Sales Operations
Education
Washington and Jefferson College 2000 — 2002
Bachelors, Psychology
University of Pittsburgh 1997 — 2000
The Kiski School 1996 — 1997
Peters Township High School 1992 — 1996
Simpson & McCrady, LLC February 2015 - Present
Gateway Financial Group June 2012 - January 2015
Paychex 2010 - 2012
Underwriters Brokerage 2009 - 2010
PNC Wealth Management 2006 - 2009
Federated Investors, Inc. 2005 - 2006
Nothwestern Mutual Financial Network 2002 - 2005
Skills
Group Benefits, Health Insurance, Benefits Administration, Customer Service, Problem Solving, Building Relationships, Human Resources, Disability Insurance, Direct Sales, Sales Management, Performance Management, Team Building, Banking, Public Speaking, Coaching, Mentoring, New Business Development, Social Networking, Sales Presentations, Relationship Management, Account Management, Marketing, Business Relationship..., COBRA, Training, Employee Relations, Strategic Planning, Life Insurance, Sales Operations
Education
Washington and Jefferson College 2000 — 2002
Bachelors, Psychology
University of Pittsburgh 1997 — 2000
The Kiski School 1996 — 1997
Peters Township High School 1992 — 1996
Steve Aldridge's PNC Wealth Management Experience 2009 - 2012
Job Chief Investment Officer at Sterling Financial Group Ltd.
Industry Investment Management
Experience
Sterling Financial Group Ltd. 2012 - Present
PNC Wealth Management 2009 - 2012
National City Bank 2004 - 2009
Stock Yards Bank & Trust 2002 - 2004
Hilliard Lyons 1998 - 2002
Hilliard Lyons 1994 - 1998
Liberty National Bank & Trust 1990 - 1994
Skills
Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Fixed Income Analysis, Asset Allocation, Equity Research, Personal Finance, Financial Modeling, Economic Research, Microsoft Excel, VBA, iWork, Solve360, Investment Policy..., Trust Management, Management, Equities, Financial Risk, Forecasting, Securities, Trust Services, Asset Management, Retirement Planning, Bonds, Investments
Education
University of Louisville
BSBA, Finance
DeSales
Sterling Financial Group Ltd. 2012 - Present
PNC Wealth Management 2009 - 2012
National City Bank 2004 - 2009
Stock Yards Bank & Trust 2002 - 2004
Hilliard Lyons 1998 - 2002
Hilliard Lyons 1994 - 1998
Liberty National Bank & Trust 1990 - 1994
Skills
Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Fixed Income Analysis, Asset Allocation, Equity Research, Personal Finance, Financial Modeling, Economic Research, Microsoft Excel, VBA, iWork, Solve360, Investment Policy..., Trust Management, Management, Equities, Financial Risk, Forecasting, Securities, Trust Services, Asset Management, Retirement Planning, Bonds, Investments
Education
University of Louisville
BSBA, Finance
DeSales
Leila Gordon Leila Gordon's PNC Wealth Management Experience 1983 - 1989
Job President, Gordon Business Solutions, LLC
Industry Financial Services
Experience
Gordon Businss Solutions, LLC 1993 - Present
Zurich Scudder Investments 1991 - 1994
The Bryn Mawr Trust Company 1989 - 1991
PNC Wealth Management 1983 - 1989
Skills
Nonprofits, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Financial Analysis, Business Strategy, Wealth Management, Investments, Portfolio Management, Customer Service, Fundraising, Asset Management, Business Development, Marketing, Microsoft Office, Equities, Non-profits, Investment Management, Accounting, Small Business, Entrepreneurship, Mergers & Acquisitions
Education
Villanova University 1984 — 1987
MBA, Finance and Financial Management Services
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
University of California, Berkeley 1980 — 1981
Political Science and Government
Gordon Businss Solutions, LLC 1993 - Present
Zurich Scudder Investments 1991 - 1994
The Bryn Mawr Trust Company 1989 - 1991
PNC Wealth Management 1983 - 1989
Skills
Nonprofits, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Financial Analysis, Business Strategy, Wealth Management, Investments, Portfolio Management, Customer Service, Fundraising, Asset Management, Business Development, Marketing, Microsoft Office, Equities, Non-profits, Investment Management, Accounting, Small Business, Entrepreneurship, Mergers & Acquisitions
Education
Villanova University 1984 — 1987
MBA, Finance and Financial Management Services
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
University of California, Berkeley 1980 — 1981
Political Science and Government
Margaret Daniels's PNC Wealth Management Experience March 2013 - July 2015
Job Wealth Management Advisor with TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
PNC Wealth Management March 2013 - July 2015
PNC Capital Markets, LLC March 2008 - March 2013
Western Asset Management May 2006 - March 2008
Citigroup Asset Management October 2003 - May 2006
Skills
Fixed Income, Banking, CRM, Asset Management, Bloomberg, Wealth Management, Capital Markets, Sales Presentations, Product Launch, Consultative Approach, Customer Retention, Portfolio Performance..., Strategic Thinking, Closing Deals
Education
University of Kentucky 1999 — 2003
Bachelor, Marketing and Merchandising
TIAA-CREF July 2015 - Present
PNC Wealth Management March 2013 - July 2015
PNC Capital Markets, LLC March 2008 - March 2013
Western Asset Management May 2006 - March 2008
Citigroup Asset Management October 2003 - May 2006
Skills
Fixed Income, Banking, CRM, Asset Management, Bloomberg, Wealth Management, Capital Markets, Sales Presentations, Product Launch, Consultative Approach, Customer Retention, Portfolio Performance..., Strategic Thinking, Closing Deals
Education
University of Kentucky 1999 — 2003
Bachelor, Marketing and Merchandising
Theresa A. (Teri) Malmstrom's PNC Wealth Management Experience August 2014 - Present
Job VP / Market Planning Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
PNC Wealth Management January 2014 - August 2014
Cookson, Peirce & Co., Inc. March 2012 - December 2013
PNC Wealth Management February 2008 - March 2012
Skills
Estate Planning, Wealth Management, Alternative Investments, Trusts, Credit, Mutual Funds, Banking, Trust Services, Fixed Income, Investment Advisory, Insurance, Wealth Management..., Tax Law, Financial Services, Asset Management, Wealth, Financial Analysis, Investment Strategies, Finance
Education
University of Pittsburgh School of Law 1990 — 1993
JD
University of Pennsylvania
BA, Economics
PNC Wealth Management August 2014 - Present
PNC Wealth Management January 2014 - August 2014
Cookson, Peirce & Co., Inc. March 2012 - December 2013
PNC Wealth Management February 2008 - March 2012
Skills
Estate Planning, Wealth Management, Alternative Investments, Trusts, Credit, Mutual Funds, Banking, Trust Services, Fixed Income, Investment Advisory, Insurance, Wealth Management..., Tax Law, Financial Services, Asset Management, Wealth, Financial Analysis, Investment Strategies, Finance
Education
University of Pittsburgh School of Law 1990 — 1993
JD
University of Pennsylvania
BA, Economics
Mandy Ritter Mandy Ritter's PNC Wealth Management Experience June 2013 - Present
Job Channel Development Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management June 2013 - Present
PNC July 2012 - June 2013
PNC August 2009 - July 2012
Bank of America December 2007 - April 2009
Wachovia August 2005 - December 2007
Wachovia June 2003 - August 2005
Skills
Banking, Retail Banking, Credit, Management, Credit Analysis, Mortgage Lending, Finance, Interpersonal..., Financial Planning
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
PNC Wealth Management June 2013 - Present
PNC July 2012 - June 2013
PNC August 2009 - July 2012
Bank of America December 2007 - April 2009
Wachovia August 2005 - December 2007
Wachovia June 2003 - August 2005
Skills
Banking, Retail Banking, Credit, Management, Credit Analysis, Mortgage Lending, Finance, Interpersonal..., Financial Planning
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Daniel Seibel Daniel Seibel's PNC Wealth Management Experience May 2012 - June 2014
Job Associate Attorney at Metz Lewis Brodman Must O'Keefe LLC
Industry Law Practice
Experience
Metz Lewis Brodman Must O'Keefe LLC June 2014 - Present
PNC Wealth Management May 2012 - June 2014
Peck Law Offices L.L.C. May 2008 - May 2012
Skills
Litigation, Estate Planning, Trusts, Wills, Legal Research, Legal Writing, Wealth Management, Securities, Investments, Asset Managment, Trust Services, Asset Allocation, Insurance, Retirement Planning, Tax Law, Estate Law, High Net Worth..., Estate Tax Planning, Family Law, Wealth Management..., Corporate Law, Investment Management, Estate Administration, Financial Services
Education
University of Pittsburgh School of Law 2008 — 2011
Juris Doctor, Law
University of Pittsburgh 2005 — 2008
Bachelor of Arts, Philosophy, History
Norwin Highschool 2000 — 2004
Metz Lewis Brodman Must O'Keefe LLC June 2014 - Present
PNC Wealth Management May 2012 - June 2014
Peck Law Offices L.L.C. May 2008 - May 2012
Skills
Litigation, Estate Planning, Trusts, Wills, Legal Research, Legal Writing, Wealth Management, Securities, Investments, Asset Managment, Trust Services, Asset Allocation, Insurance, Retirement Planning, Tax Law, Estate Law, High Net Worth..., Estate Tax Planning, Family Law, Wealth Management..., Corporate Law, Investment Management, Estate Administration, Financial Services
Education
University of Pittsburgh School of Law 2008 — 2011
Juris Doctor, Law
University of Pittsburgh 2005 — 2008
Bachelor of Arts, Philosophy, History
Norwin Highschool 2000 — 2004
Jeff Reitmyer Jeff Reitmyer's PNC Wealth Management Experience 2012 - Present
Job Vice President Senior Estate Settlement Product Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 2012 - Present
PNC Wealth Managment May 2005 - January 2012
Comerica Bank 1996 - 2005
Skills
Estate Planning, Wealth Management, Banking, Investments, Portfolio Management, Asset Managment, Loans, Risk Management, Credit, Insurance, Strategic Financial..., Contract Negotiation, Due Diligence, Real Estate, Strategic Planning
Education
Thomas M. Cooley Law School 1984 — 1988
J.D., Law
University of Michigan 1979 — 1984
B.A., English Literature & Composition
PNC Wealth Management 2012 - Present
PNC Wealth Managment May 2005 - January 2012
Comerica Bank 1996 - 2005
Skills
Estate Planning, Wealth Management, Banking, Investments, Portfolio Management, Asset Managment, Loans, Risk Management, Credit, Insurance, Strategic Financial..., Contract Negotiation, Due Diligence, Real Estate, Strategic Planning
Education
Thomas M. Cooley Law School 1984 — 1988
J.D., Law
University of Michigan 1979 — 1984
B.A., English Literature & Composition
Aaron S. Thiel, JD, CFP® Aaron S. Thiel, JD, CFP®'s PNC Wealth Management Experience August 2011 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2011 - Present
Regions Bank October 2010 - July 2011
U.S. Trust August 2004 - September 2010
Skills
Wealth Management, Wealth Management..., Trust Services, Asset Managment, Investments, High Net Worth..., Estate Planning, Private Banking, Investment Strategies, Investment Advisory, Asset Allocation, Banking, Wealth, Asset Management, Financial Planning, Retirement Planning, Investment Management
Education
University of Miami
Juris Doctor, Law
University of Florida
B.S. Business Administration, Finance
PNC Wealth Management August 2011 - Present
Regions Bank October 2010 - July 2011
U.S. Trust August 2004 - September 2010
Skills
Wealth Management, Wealth Management..., Trust Services, Asset Managment, Investments, High Net Worth..., Estate Planning, Private Banking, Investment Strategies, Investment Advisory, Asset Allocation, Banking, Wealth, Asset Management, Financial Planning, Retirement Planning, Investment Management
Education
University of Miami
Juris Doctor, Law
University of Florida
B.S. Business Administration, Finance
Shawn L. Fishbaugh, CFA Shawn L. Fishbaugh, CFA's PNC Wealth Management Experience November 2011 - March 2013
Job Chief Investment Officer
Industry Investment Management
Experience
John D. Dovich & Associates, LLC March 2013 - Present
PNC Wealth Management November 2011 - March 2013
Bartlett & Co. October 1999 - November 2011
St. Joseph Home of Cincinnati October 2003 - October 2009
Johnson Investment Counsel June 1987 - September 1999
Skills
Investments, Portfolio Management, Investment Strategies, Asset Managment, Asset Management, Strategic Financial..., Wealth Management, Securities, Investment Management, Finance, High Net Worth..., Asset Allocation, Mutual Funds, Investment Advisory, Equity Research
Education
University of Cincinnati College of Business 1981 — 1986
B.B.A. in Finance
John D. Dovich & Associates, LLC March 2013 - Present
PNC Wealth Management November 2011 - March 2013
Bartlett & Co. October 1999 - November 2011
St. Joseph Home of Cincinnati October 2003 - October 2009
Johnson Investment Counsel June 1987 - September 1999
Skills
Investments, Portfolio Management, Investment Strategies, Asset Managment, Asset Management, Strategic Financial..., Wealth Management, Securities, Investment Management, Finance, High Net Worth..., Asset Allocation, Mutual Funds, Investment Advisory, Equity Research
Education
University of Cincinnati College of Business 1981 — 1986
B.B.A. in Finance
Stephen Stowers's PNC Wealth Management Experience October 2001 - June 2012
Job Senior VP & Wealth Advisory Director at First Kentucky Trust
Industry Financial Services
Experience
First Kentucky Trust June 2012 - Present
PNC Wealth Management October 2001 - June 2012
Merrill Lynch May 1999 - October 2001
Skills
Estate Planning, Wealth Management, Investments, Asset Managment, Asset Allocation, Retirement Planning, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Banking, Mutual Funds, Equities, Asset Management
Education
University of Louisville
Bachelor of Science in Commerce, Accounting & Finance
First Kentucky Trust June 2012 - Present
PNC Wealth Management October 2001 - June 2012
Merrill Lynch May 1999 - October 2001
Skills
Estate Planning, Wealth Management, Investments, Asset Managment, Asset Allocation, Retirement Planning, Portfolio Management, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Banking, Mutual Funds, Equities, Asset Management
Education
University of Louisville
Bachelor of Science in Commerce, Accounting & Finance
David Schreiber David Schreiber's PNC Wealth Management Experience May 2010 - Present
Job Vice President & Director, Derivatives Strategies Group at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
PNC Wealth Management May 2010 - Present
KEY PRIVATE BANK January 2007 - April 2010
KeyBanc Capital Markets April 2002 - February 2007
KeyBanc Capital Markets July 2000 - April 2002
Skills
Alternative Investments, Portfolio Management, Structured Products, Hedging, Equities
Education
Member of the Haller Enterprise Institute, Business 1999 — 2000
Thiel College 1996 — 2000
BA Business, Finance
Justin Stark Justin Stark's PNC Wealth Management Experience January 2015 - Present
Job Trust Advisor, AVP at PNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management January 2015 - Present
PNC Wealth Management October 2012 - Present
Leech Tishman Fuscaldo & Lampl, LLC June 2011 - December 2011
University of Pittsburgh School of Law May 2010 - April 2011
American Textile Company 2002 - 2004
Skills
Legal Writing, Legal Research, Westlaw, International Law, Estate Planning, Wills, Trusts
Education
University of Pittsburgh School of Law 2009 — 2012
J.D., Law
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics & History
PNC Wealth Management January 2015 - Present
PNC Wealth Management October 2012 - Present
Leech Tishman Fuscaldo & Lampl, LLC June 2011 - December 2011
University of Pittsburgh School of Law May 2010 - April 2011
American Textile Company 2002 - 2004
Skills
Legal Writing, Legal Research, Westlaw, International Law, Estate Planning, Wills, Trusts
Education
University of Pittsburgh School of Law 2009 — 2012
J.D., Law
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics & History
Stephanie Dowe Stephanie Dowe's PNC Wealth Management Experience August 2013 - Present
Job Sales & Service Specialist in Wealth Management at PNC Bank
Industry Banking
Experience
PNC Wealth Management August 2013 - Present
PNC October 2008 - August 2013
Williams-Sonoma, Inc. August 2008 - November 2009
Trine University August 2005 - May 2008
Skills
Customer Service, Sales, Editing, Leadership, Credit, Banking, Coaching, Time Management, Marketing, Training, Management, Financial Analysis
Education
Tri-State University 2004 — 2008
B.A., English, Communication
Tri-State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
PNC Wealth Management August 2013 - Present
PNC October 2008 - August 2013
Williams-Sonoma, Inc. August 2008 - November 2009
Trine University August 2005 - May 2008
Skills
Customer Service, Sales, Editing, Leadership, Credit, Banking, Coaching, Time Management, Marketing, Training, Management, Financial Analysis
Education
Tri-State University 2004 — 2008
B.A., English, Communication
Tri-State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Elizabeth Zuik Lavoie, CFA's PNC Wealth Management Experience February 2007 - Present
Job Investment Advisor & Portfolio Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management February 2007 - Present
Eaton Vance July 2004 - February 2007
Deutsche Asset Management, Scudder Private Investment Counsel August 2001 - July 2003
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Advisory, Due Diligence, Trading
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance
PNC Wealth Management February 2007 - Present
Eaton Vance July 2004 - February 2007
Deutsche Asset Management, Scudder Private Investment Counsel August 2001 - July 2003
Skills
Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Advisory, Due Diligence, Trading
Education
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance
Shawn Inzitari Shawn Inzitari's PNC Wealth Management Experience January 2009 - Present
Job Portfolio Manager at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2009 - Present
Big Brothers Big Sisters of the Greater Miami Valley 2010 - 2012
Macatawa Bank May 2005 - August 2008
Comerica November 2000 - May 2005
Fifth Third Bank November 1998 - December 2000
Royal and Sun Alliance May 1997 - November 1998
Skills
Investments, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Equity Research, Equities, Banking, Strategic Financial..., Financial Analysis, Financial Modeling, Finance
Education
University of Notre Dame - Mendoza College of Business 1993 — 1994
MBA, Finance
Xavier University 1987 — 1991
B.S.B.A, Finance
PNC Wealth Management January 2009 - Present
Big Brothers Big Sisters of the Greater Miami Valley 2010 - 2012
Macatawa Bank May 2005 - August 2008
Comerica November 2000 - May 2005
Fifth Third Bank November 1998 - December 2000
Royal and Sun Alliance May 1997 - November 1998
Skills
Investments, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Equity Research, Equities, Banking, Strategic Financial..., Financial Analysis, Financial Modeling, Finance
Education
University of Notre Dame - Mendoza College of Business 1993 — 1994
MBA, Finance
Xavier University 1987 — 1991
B.S.B.A, Finance
Charles Chuck Lane Charles Chuck Lane's PNC Wealth Management Experience July 2014 - Present
Job Wealth Client Relationship Manager at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2014 - Present
PNC Wealth Management March 2013 - Present
EverBank July 2011 - January 2013
Regions Bank January 2008 - July 2011
Prestigious Homes LLC May 2005 - December 2007
Bank of America August 2003 - May 2005
Bank of America September 2000 - August 2003
Bank of America October 1998 - September 2000
Bank of America October 1996 - October 1998
Bank of America August 1987 - October 1996
Skills
Strategic Planning, Sales Management, Relationship Management, Business Development, Leadership
Education
The University of Georgia 1980 — 1984
B.S., Biology
PNC Wealth Management July 2014 - Present
PNC Wealth Management March 2013 - Present
EverBank July 2011 - January 2013
Regions Bank January 2008 - July 2011
Prestigious Homes LLC May 2005 - December 2007
Bank of America August 2003 - May 2005
Bank of America September 2000 - August 2003
Bank of America October 1998 - September 2000
Bank of America October 1996 - October 1998
Bank of America August 1987 - October 1996
Skills
Strategic Planning, Sales Management, Relationship Management, Business Development, Leadership
Education
The University of Georgia 1980 — 1984
B.S., Biology
Andrew Rimer Andrew Rimer's PNC Wealth Management Experience March 2015 - Present
Job Sales & Support Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management March 2015 - Present
PNC September 2012 - March 2015
Whitehead Manor Conference Center January 2012 - January 2015
Rimer & Son Drywall June 2005 - January 2015
Skills
Customer Service, Critical Thinking, Problem Solving, People Skills, Pay Close Attention to..., Adaptability, Team-oriented, Leadership, Team Leadership, Microsoft Word, Social Networking, Research, Marketing Strategy, Sales
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Arts (B.A.), Anthropology
PNC Wealth Management March 2015 - Present
PNC September 2012 - March 2015
Whitehead Manor Conference Center January 2012 - January 2015
Rimer & Son Drywall June 2005 - January 2015
Skills
Customer Service, Critical Thinking, Problem Solving, People Skills, Pay Close Attention to..., Adaptability, Team-oriented, Leadership, Team Leadership, Microsoft Word, Social Networking, Research, Marketing Strategy, Sales
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Arts (B.A.), Anthropology
Anthony Caruso Anthony Caruso's PNC Wealth Management Experience June 2012 - August 2012
Job ETF Solutions Strategy & Product Development Analyst at J.P. Morgan, 2015 Level II CFA Candidate
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
Robert Meade Robert Meade's PNC Wealth Management Experience April 2014 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
Mitchell Trotta's PNC Wealth Management Experience June 2015 - Present
Job AMG Development Program Associate
Industry Financial Services
Experience
PNC Wealth Management June 2015 - Present
PNC June 2014 - August 2014
Cincinnati Bell May 2013 - May 2014
GE Aviation March 2012 - December 2012
Chiquita June 2011 - September 2011
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor’s Degree, Finance and Business Anaytics, 3.95/4.00
PNC Wealth Management June 2015 - Present
PNC June 2014 - August 2014
Cincinnati Bell May 2013 - May 2014
GE Aviation March 2012 - December 2012
Chiquita June 2011 - September 2011
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor’s Degree, Finance and Business Anaytics, 3.95/4.00
Ford Lankford's PNC Wealth Management Experience April 2003 - October 2010
Job Portfolio Manager at Russell Capital Management, LLC
Industry Financial Services
Experience
Russell Capital Management November 2010 - Present
PNC Wealth Management April 2003 - October 2010
Education
University of Kentucky 1999 — 2001
MS, Athletic Administration
University of Kentucky 1992 — 1996
BA, Business Management
Russell Capital Management November 2010 - Present
PNC Wealth Management April 2003 - October 2010
Education
University of Kentucky 1999 — 2001
MS, Athletic Administration
University of Kentucky 1992 — 1996
BA, Business Management
Niki Whelan's PNC Wealth Management Experience January 2015 - Present
Job Associate Investment Advisor PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2015 - Present
PNC July 2014 - January 2015
National Bank Financial June 2013 - September 2013
Old Collier Golf Club October 2010 - May 2013
Skills
Financial Modeling, Financial Analysis, Research, Investments, Bloomberg, Microsoft Excel, Sales, Golf, Marketing Strategy, Sports, New Business Development, Sports Marketing, Leadership, Merchandising, Golf Instruction, Sports Management, Tournaments, Golf Course Management, Customer Service, Market Analysis, Team Building, Retail, Wealth Management, Equities, Financial Planning, Asset Allocation, Market Research, Risk Management, Economics, Investment Advisory, Budgets, Strategic Planning, Securities, Financial Markets, Capital Markets, Asset Management, Portfolio Management, Valuation, Finance, Investment Strategies
Education
University of Miami - School of Business 2015 — 2017
Master of Science (M.S.), Finance, General
New York University 2014 — 2015
Certificate of Financial Planning, Finance, General, 4.0 GPA
Florida Gulf Coast University 2012 — 2013
Bachelor of Science (BS), Finance, 3.5 GPA
PNC Wealth Management January 2015 - Present
PNC July 2014 - January 2015
National Bank Financial June 2013 - September 2013
Old Collier Golf Club October 2010 - May 2013
Skills
Financial Modeling, Financial Analysis, Research, Investments, Bloomberg, Microsoft Excel, Sales, Golf, Marketing Strategy, Sports, New Business Development, Sports Marketing, Leadership, Merchandising, Golf Instruction, Sports Management, Tournaments, Golf Course Management, Customer Service, Market Analysis, Team Building, Retail, Wealth Management, Equities, Financial Planning, Asset Allocation, Market Research, Risk Management, Economics, Investment Advisory, Budgets, Strategic Planning, Securities, Financial Markets, Capital Markets, Asset Management, Portfolio Management, Valuation, Finance, Investment Strategies
Education
University of Miami - School of Business 2015 — 2017
Master of Science (M.S.), Finance, General
New York University 2014 — 2015
Certificate of Financial Planning, Finance, General, 4.0 GPA
Florida Gulf Coast University 2012 — 2013
Bachelor of Science (BS), Finance, 3.5 GPA
Ivan A. Johnson, V.P.'s PNC Wealth Management Experience 1989 - Present
Job PNC Trust Real Estate Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 1989 - Present
Education
University of Detroit Mercy
PNC Wealth Management 1989 - Present
Education
University of Detroit Mercy
Sophia Halasowski's PNC Wealth Management Experience April 2011 - October 2011
Job Customer Success Manager at NoWait
Industry Financial Services
Experience
NoWait, Inc. March 2015 - Present
Gateway Financial Group October 2011 - March 2015
PNC Wealth Management April 2011 - October 2011
lululemon athletica October 2010 - December 2010
CNN May 2009 - August 2009
MSA - The Safety Company April 2007 - August 2008
Skills
Microsoft Excel, Employee Benefits, Succession Planning, Strategic Planning, Microsoft Office, Insurance, Customer Service, Investments, Process Improvement, PowerPoint, Interviews, Event Planning, Asset Management, Recruiting, Portfolio Management, Budgets, Training, Time Management, Analysis, Business Strategy, Marketing, Team Building, Finance, Sales, Editing, Public Speaking, Risk Management, Press Releases, Human Resources, Management, Financial Analysis, Microsoft Word, Business Planning, Leadership, New Business Development
Education
University of Pittsburgh 2009 — 2009
B.A
Vanderbilt University 2004 — 2007
Fox Chapel Area High School
NoWait, Inc. March 2015 - Present
Gateway Financial Group October 2011 - March 2015
PNC Wealth Management April 2011 - October 2011
lululemon athletica October 2010 - December 2010
CNN May 2009 - August 2009
MSA - The Safety Company April 2007 - August 2008
Skills
Microsoft Excel, Employee Benefits, Succession Planning, Strategic Planning, Microsoft Office, Insurance, Customer Service, Investments, Process Improvement, PowerPoint, Interviews, Event Planning, Asset Management, Recruiting, Portfolio Management, Budgets, Training, Time Management, Analysis, Business Strategy, Marketing, Team Building, Finance, Sales, Editing, Public Speaking, Risk Management, Press Releases, Human Resources, Management, Financial Analysis, Microsoft Word, Business Planning, Leadership, New Business Development
Education
University of Pittsburgh 2009 — 2009
B.A
Vanderbilt University 2004 — 2007
Fox Chapel Area High School
Debbie Smiley, JD, CFP, AEP's PNC Wealth Management Experience March 2013 - December 2014
Job Attorney and Owner at Verity Law Firm
Industry Law Practice
Experience
Verity Law Firm May 2015 - Present
PNC Wealth Management March 2013 - December 2014
Central Trust & Investment Company August 2011 - March 2013
US Bank Private Client Reserve 2010 - July 2011
PNC Wealth Management 2007 - June 2010
National City Bank 2007 - January 2010
The Laiderman Law Firm, P.C. 2003 - 2007
Skills
Estate Planning, Trusts, Succession Planning, Asset Protection, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Investments, Business Planning, Strategic Financial..., Asset Managment, Wealth Management..., Risk Management, Banking, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Insurance, Trust Services, Estate Law, Relationship Management, Finance, Wealth, IRAs, High Net Worth..., Investment Advisory, Investment Strategies, Mutual Funds, Estate Tax Planning, Investment Management, Securities, Retirement, Financial Services, Private Banking, Financial Advisory, Series 7, 401k, Series 63, Series 65, Charities, Alternative Investments, Trust Management, Equities, Life Insurance, Fixed Income, Series 6, Loans, Hedge Funds
Education
University of Kentucky College of Law 1990 — 1992
Juris Doctorate, Law
University of Kentucky 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
Verity Law Firm May 2015 - Present
PNC Wealth Management March 2013 - December 2014
Central Trust & Investment Company August 2011 - March 2013
US Bank Private Client Reserve 2010 - July 2011
PNC Wealth Management 2007 - June 2010
National City Bank 2007 - January 2010
The Laiderman Law Firm, P.C. 2003 - 2007
Skills
Estate Planning, Trusts, Succession Planning, Asset Protection, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Investments, Business Planning, Strategic Financial..., Asset Managment, Wealth Management..., Risk Management, Banking, Small Business, Asset Allocation, Financial Planners, Portfolio Management, Insurance, Trust Services, Estate Law, Relationship Management, Finance, Wealth, IRAs, High Net Worth..., Investment Advisory, Investment Strategies, Mutual Funds, Estate Tax Planning, Investment Management, Securities, Retirement, Financial Services, Private Banking, Financial Advisory, Series 7, 401k, Series 63, Series 65, Charities, Alternative Investments, Trust Management, Equities, Life Insurance, Fixed Income, Series 6, Loans, Hedge Funds
Education
University of Kentucky College of Law 1990 — 1992
Juris Doctorate, Law
University of Kentucky 1985 — 1989
Bachelor of Arts, Cum Laude, Political Science
Savannah Hagen Savannah Hagen's PNC Wealth Management Experience November 2011 - May 2014
Job Client & Community Relations Coordinator at PNC
Industry Marketing and Advertising
Experience
PNC June 2014 - Present
PNC Wealth Management November 2011 - May 2014
Gus Harrison Regional Facility September 2011 - December 2011
Bivouac Outdoor August 2009 - May 2011
PNC June 2010 - September 2010
The Kalamazoo Civic Theatre May 2010 - September 2010
La Scuela De Amicis January 2010 - April 2010
Girls on the Run International August 2009 - December 2009
Far From Standard 2009 - 2009
Skills
Creative Writing, Social Media, Program Development, Community Outreach, Research, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Microsoft Excel, Fundraising, Public Relations, Public Speaking, Nonprofits, Customer Service, Marketing, Photoshop, Facebook, Sales
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economic Sociology, Playwriting
Villa Corsi Salviati (Sesto Fiorentino, Italy) 2010 — 2010
Italian Studies, Language
PNC June 2014 - Present
PNC Wealth Management November 2011 - May 2014
Gus Harrison Regional Facility September 2011 - December 2011
Bivouac Outdoor August 2009 - May 2011
PNC June 2010 - September 2010
The Kalamazoo Civic Theatre May 2010 - September 2010
La Scuela De Amicis January 2010 - April 2010
Girls on the Run International August 2009 - December 2009
Far From Standard 2009 - 2009
Skills
Creative Writing, Social Media, Program Development, Community Outreach, Research, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Microsoft Excel, Fundraising, Public Relations, Public Speaking, Nonprofits, Customer Service, Marketing, Photoshop, Facebook, Sales
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economic Sociology, Playwriting
Villa Corsi Salviati (Sesto Fiorentino, Italy) 2010 — 2010
Italian Studies, Language
Alfonso Olivos Alfonso Olivos's PNC Wealth Management Experience January 2011 - Present
Job Vice President and Senior Private Banker at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2011 - Present
Premier Banking and Investments at Bank of America January 2006 - October 2009
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Series 7, Equities, Alternative Investments, Fixed Income, Investment Advisory, Banking, Investment Strategies, Retirement Planning, Investment Management, Financial Services, Risk Management, Relationship Management, Credit, Financial Planning, Loans, Financial Risk, Financial Advisory, Management
Education
University of Miami 2004 — 2004
Master of Business Administration (MBA), International Finance and Marketing
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), International Finance and Marketing
PNC Wealth Management January 2011 - Present
Premier Banking and Investments at Bank of America January 2006 - October 2009
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Mutual Funds, Series 7, Equities, Alternative Investments, Fixed Income, Investment Advisory, Banking, Investment Strategies, Retirement Planning, Investment Management, Financial Services, Risk Management, Relationship Management, Credit, Financial Planning, Loans, Financial Risk, Financial Advisory, Management
Education
University of Miami 2004 — 2004
Master of Business Administration (MBA), International Finance and Marketing
University of Miami 2000 — 2004
Bachelor of Arts (B.A.), International Finance and Marketing
Mai Tram Nguyen Mai Tram Nguyen's PNC Wealth Management Experience October 2012 - October 2014
Job Senior Financial Analyst
Industry Financial Services
Experience
PNC October 2014 - Present
PNC Wealth Management October 2012 - October 2014
Clark & Chamberlin LLC January 2009 - October 2012
University of Pittsburgh- Asian Study Center April 2009 - December 2009
Skills
Accounting, Tax, Tax Preparation, Strategy, Valuation, General Ledger, Finance, Income Tax, Financial Statements, Financial Analysis, Tax Returns, Financial Reporting, Account Reconciliation
Education
University of Pittsburgh 2007 — 2010
Bachelor's degree, Accounting
PNC October 2014 - Present
PNC Wealth Management October 2012 - October 2014
Clark & Chamberlin LLC January 2009 - October 2012
University of Pittsburgh- Asian Study Center April 2009 - December 2009
Skills
Accounting, Tax, Tax Preparation, Strategy, Valuation, General Ledger, Finance, Income Tax, Financial Statements, Financial Analysis, Tax Returns, Financial Reporting, Account Reconciliation
Education
University of Pittsburgh 2007 — 2010
Bachelor's degree, Accounting
Grace (Wan-Ting) Yu Grace (Wan-Ting) Yu's PNC Wealth Management Experience July 2013 - Present
Job Trust Tax Accountant at PNC
Industry Accounting
Experience
PNC Wealth Management July 2013 - Present
PwC January 2010 - July 2013
Skills
Accounting, Tax Returns, Trusts, Tax, Management, Financial Reporting, Auditing, Financial Analysis, Income Tax, Finance, Corporate Tax, Cash Flow, Bookkeeping
Education
University of Pittsburgh 2009 — 2010
Bachelor of Science (BS)
CCAC
PNC Wealth Management July 2013 - Present
PwC January 2010 - July 2013
Skills
Accounting, Tax Returns, Trusts, Tax, Management, Financial Reporting, Auditing, Financial Analysis, Income Tax, Finance, Corporate Tax, Cash Flow, Bookkeeping
Education
University of Pittsburgh 2009 — 2010
Bachelor of Science (BS)
CCAC
Leslie Kaminaris's PNC Wealth Management Experience November 2004 - October 2009
Job Assistant Vice President Trust Administration
Industry Financial Services
Experience
Houston Trust Company July 2015 - Present
Sentinel Trust Company November 2009 - June 2015
PNC Wealth Management November 2004 - October 2009
PNC November 2002 - November 2004
PNC Wealth Management November 2000 - November 2002
PNC May 1996 - November 2000
Skills
High Net Worth..., Wealth Management, Retail Banking, Consumer Lending, Trust Management, Private Foundations, Financial Analysis, Financial Services, Banking, Customer Service, Finance, Relationship Management, Financial Planning, Management, Alternative Investments, Credit Analysis, Equities, Contract Negotiation
Education
Towson University 1995 — 2001
Business Administration
Houston Trust Company July 2015 - Present
Sentinel Trust Company November 2009 - June 2015
PNC Wealth Management November 2004 - October 2009
PNC November 2002 - November 2004
PNC Wealth Management November 2000 - November 2002
PNC May 1996 - November 2000
Skills
High Net Worth..., Wealth Management, Retail Banking, Consumer Lending, Trust Management, Private Foundations, Financial Analysis, Financial Services, Banking, Customer Service, Finance, Relationship Management, Financial Planning, Management, Alternative Investments, Credit Analysis, Equities, Contract Negotiation
Education
Towson University 1995 — 2001
Business Administration
Curt Stauffer's PNC Wealth Management Experience September 2002 - February 2008
Job President at Seven Summits Capital, LLC
Industry Investment Management
Experience
Seven Summits Capital, LLC January 2012 - Present
Personal 1965 - Present
JDRF 2009 - February 2015
Manheim Township Educational Foundation January 2012 - June 2014
Seven Summits Capital, LLC 2012 - 2014
Central PA Porsche Club 1990 - 2013
EHD Advisory Services, Inc. March 2008 - November 2011
PNC Wealth Management September 2002 - February 2008
Martindale Andres & Company 1997 - 2000
Keystone Financial 1993 - 1997
Skills
Asset Managment, Equities, Risk Management, Financial Planners, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Securities, Mutual Funds, Investment Management, Investment Advisory, Investment Strategies, Financial Analysis, Biotech Investing, High Net Worth..., Financial Services, Asset Management, Fixed Income, Finance, Strategy, Strategic Planning, Retirement, Equity Research, Financial Advisory, Credit, Commercial Banking, Wealth Management..., Alternative Investments, 401k, Hedge Funds, Series 63
Education
University of Pittsburgh 1983 — 1988
B.S., Business
Central Columbia H.S. 1979 — 1983
High School Diploma, College Prep
Seven Summits Capital, LLC January 2012 - Present
Personal 1965 - Present
JDRF 2009 - February 2015
Manheim Township Educational Foundation January 2012 - June 2014
Seven Summits Capital, LLC 2012 - 2014
Central PA Porsche Club 1990 - 2013
EHD Advisory Services, Inc. March 2008 - November 2011
PNC Wealth Management September 2002 - February 2008
Martindale Andres & Company 1997 - 2000
Keystone Financial 1993 - 1997
Skills
Asset Managment, Equities, Risk Management, Financial Planners, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Securities, Mutual Funds, Investment Management, Investment Advisory, Investment Strategies, Financial Analysis, Biotech Investing, High Net Worth..., Financial Services, Asset Management, Fixed Income, Finance, Strategy, Strategic Planning, Retirement, Equity Research, Financial Advisory, Credit, Commercial Banking, Wealth Management..., Alternative Investments, 401k, Hedge Funds, Series 63
Education
University of Pittsburgh 1983 — 1988
B.S., Business
Central Columbia H.S. 1979 — 1983
High School Diploma, College Prep
Kara Parker Kara Parker's PNC Wealth Management Experience July 2011 - June 2014
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
Hawthorn, PNC Family Wealth June 2014 - Present
PNC Wealth Management July 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Wealth Management...
Education
University of Baltimore School of Law 2013 — 2017
Juris Doctorate, Trust and Estates
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Hawthorn, PNC Family Wealth June 2014 - Present
PNC Wealth Management July 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Wealth Management...
Education
University of Baltimore School of Law 2013 — 2017
Juris Doctorate, Trust and Estates
The College of William and Mary 2003 — 2007
Bachelor's degree, Economics
Ryan Yu's PNC Wealth Management Experience June 2011 - October 2013
Job Compliance Officer at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2013 - Present
PNC Wealth Management June 2011 - October 2013
Paradigm Title & Escrow, LLC September 2005 - May 2011
Footlocker.com, Inc / Eastbay, Inc 2005 - 2007
Skills
Wealth Management, Analysis, Portfolio Management, Investments, Risk Management, Finance, Sales, Customer Service, Social Media, PowerPoint, Asset Allocation, Microsoft Excel, Mortgage Lending, Outlook, Microsoft Office, Microsoft Word, Financial Services, Banking
Education
University of Baltimore School of Law 2012 — 2015
Doctor of Law (JD)
University of Baltimore Merrick School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Maryland Baltimore County 2007 — 2011
B.S, Financial Economics
Thomas S. Wootton High School
Brown Advisory October 2013 - Present
PNC Wealth Management June 2011 - October 2013
Paradigm Title & Escrow, LLC September 2005 - May 2011
Footlocker.com, Inc / Eastbay, Inc 2005 - 2007
Skills
Wealth Management, Analysis, Portfolio Management, Investments, Risk Management, Finance, Sales, Customer Service, Social Media, PowerPoint, Asset Allocation, Microsoft Excel, Mortgage Lending, Outlook, Microsoft Office, Microsoft Word, Financial Services, Banking
Education
University of Baltimore School of Law 2012 — 2015
Doctor of Law (JD)
University of Baltimore Merrick School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Maryland Baltimore County 2007 — 2011
B.S, Financial Economics
Thomas S. Wootton High School
Alex Mazzanti Alex Mazzanti's PNC Wealth Management Experience July 2004 - July 2014
Job Vice President / Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Private Bank July 2014 - Present
PNC Wealth Management July 2004 - July 2014
LaSalle Bank March 2000 - June 2004
Bank of America December 1996 - March 2000
United States Army February 1990 - December 1993
Skills
Banking, Wealth Management, Asset Management, Commercial Lending, Asset Managment, Credit, Strategic Financial..., Investment Management, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Estate Planning, Private Banking, Financial Planning
Education
University of Arkansas 1987 — 1996
BSBA, Finance and Banking
Wells Fargo Private Bank July 2014 - Present
PNC Wealth Management July 2004 - July 2014
LaSalle Bank March 2000 - June 2004
Bank of America December 1996 - March 2000
United States Army February 1990 - December 1993
Skills
Banking, Wealth Management, Asset Management, Commercial Lending, Asset Managment, Credit, Strategic Financial..., Investment Management, Credit Analysis, Commercial Banking, Loans, Small Business Lending, Portfolio Management, Estate Planning, Private Banking, Financial Planning
Education
University of Arkansas 1987 — 1996
BSBA, Finance and Banking
Andrea Selinski Andrea Selinski's PNC Wealth Management Experience March 2015 - Present
Job Assistant to Vice President at PNC Wealth Management
Industry Executive Office
Experience
PNC Wealth Management March 2015 - Present
Community Builders & Remodelers Association July 2009 - March 2014
American Heart Association January 2007 - March 2009
Muscular Dystrophy Association, Inc June 2001 - December 2006
Skills
Fundraising, Real Estate, Residential Homes, Marketing, Public Speaking, Contract Negotiation, Strategic Planning, Budgets, Account Management, Leadership, Purchasing, Marketing Strategy, Team Building, Real Estate Development, Strategy, Construction, Selling, Negotiation, Program Management, Sales Management, Project Planning, Land Acquisition, Green Building, Corporate Communications, Renovation, Public Relations, Contractors, Land Development, New Business Development, Construction Management, Entitlements, Zoning, Contract Management, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Location Intelligence, Affordable Housing, Disposition, Real Estate Financing, Brokerage, Leases, Property Management, Association Management, Feasibility Studies, Investment Properties, Building Materials, Apartments, Due Diligence, LEED
Education
University of Delaware 1996 — 2000
Bachelor of Arts, History
PNC Wealth Management March 2015 - Present
Community Builders & Remodelers Association July 2009 - March 2014
American Heart Association January 2007 - March 2009
Muscular Dystrophy Association, Inc June 2001 - December 2006
Skills
Fundraising, Real Estate, Residential Homes, Marketing, Public Speaking, Contract Negotiation, Strategic Planning, Budgets, Account Management, Leadership, Purchasing, Marketing Strategy, Team Building, Real Estate Development, Strategy, Construction, Selling, Negotiation, Program Management, Sales Management, Project Planning, Land Acquisition, Green Building, Corporate Communications, Renovation, Public Relations, Contractors, Land Development, New Business Development, Construction Management, Entitlements, Zoning, Contract Management, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Location Intelligence, Affordable Housing, Disposition, Real Estate Financing, Brokerage, Leases, Property Management, Association Management, Feasibility Studies, Investment Properties, Building Materials, Apartments, Due Diligence, LEED
Education
University of Delaware 1996 — 2000
Bachelor of Arts, History
Bryan Arnett's PNC Wealth Management Experience 2007 - 2010
Job Sales and Brokerage at Marine Sales and Service
Industry Consumer Goods
Experience
Marine Sales and Service 2015 - Present
Ash Group Risk Management & Insurance June 2010 - December 2012
PNC Wealth Management 2007 - 2010
Education
University of Louisville
BA, Economics
Marine Sales and Service 2015 - Present
Ash Group Risk Management & Insurance June 2010 - December 2012
PNC Wealth Management 2007 - 2010
Education
University of Louisville
BA, Economics
Stephen Muir Stephen Muir's PNC Wealth Management Experience April 2012 - 2014
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2014 - Present
PNC Wealth Management April 2012 - 2014
Morgan Stanley Smith Barney 2008 - 2012
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning, Series 7, Series 66, Equities, Investment Advisory, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Modeling, Alternative Investments, Asset Allocation, Securities
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Landon
United States Naval Academy
U.S. Trust 2014 - Present
PNC Wealth Management April 2012 - 2014
Morgan Stanley Smith Barney 2008 - 2012
Skills
Investments, Wealth Management, Asset Management, Portfolio Management, Retirement Planning, Series 7, Series 66, Equities, Investment Advisory, Mutual Funds, Financial Analysis, Strategic Financial..., Financial Modeling, Alternative Investments, Asset Allocation, Securities
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Landon
United States Naval Academy
Josh Proffitt's PNC Wealth Management Experience October 2013 - Present
Job Private Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2013 - Present
Skills
Credit, Commercial Banking, Portfolio Management, Investments, Small Business Lending, Financial Analysis, Credit Analysis, Retail Banking, Banking, Loans, Commercial Lending, Wealth Management, Consumer Lending, Cash Management, Finance, Leadership, Management
Education
Xavier University 2007 — 2011
MBA, Finance & Information Systems
University of Cincinnati 1997 — 2004
B.S. in Business, Accounting
PNC Wealth Management October 2013 - Present
Skills
Credit, Commercial Banking, Portfolio Management, Investments, Small Business Lending, Financial Analysis, Credit Analysis, Retail Banking, Banking, Loans, Commercial Lending, Wealth Management, Consumer Lending, Cash Management, Finance, Leadership, Management
Education
Xavier University 2007 — 2011
MBA, Finance & Information Systems
University of Cincinnati 1997 — 2004
B.S. in Business, Accounting
Gene Crescente's PNC Wealth Management Experience October 2009 - Present
Job Senior Wealth Planner VP at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
PNC Wealth Management October 2009 - Present
PNC Wealth Management October 2006 - October 2009
Wachovia Wealth Management December 2005 - October 2006
The Ayco Company, LP July 2004 - October 2005
Benefits & Compensation Group January 2002 - July 2004
The Ayco Company September 1997 - January 2002
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Asset Management, Insurance, High Net Worth..., Trusts, Tax, 401k, Employee Benefits, Retirement, Strategic Financial..., Wealth, Financial Planners
Education
University of Pittsburgh 1993 — 1996
JD / MBA
University of Pittsburgh 1985 — 1990
Bachelor of Pharmacy (BPharm)
John Boffelly's PNC Wealth Management Experience Portfolio ManagerPNC Wealth ManagementSeptember 1999 - Present
Job Vice President at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management Portfolio ManagerPNC Wealth ManagementSeptember 1999 - Present
Skills
Wealth Management, Investment Selection, Portfolio Management, Wealth Management..., Asset Allocation, Mutual Funds, Financial Planning, Asset Management
Education
University of Pittsburgh 1988 — 1992
PNC Wealth Management Portfolio ManagerPNC Wealth ManagementSeptember 1999 - Present
Skills
Wealth Management, Investment Selection, Portfolio Management, Wealth Management..., Asset Allocation, Mutual Funds, Financial Planning, Asset Management
Education
University of Pittsburgh 1988 — 1992
Craig Milkint's PNC Wealth Management Experience July 2010 - Present
Job Vice PresidentRelationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2010 - Present
University of Illinois May 2005 - June 2010
The Art Institute of Chicago August 2004 - May 2005
Chicago Botanic Garden October 2001 - July 2004
Arthur Andersen 1998 - 2001
KPMG 1995 - 1998
The Taubman Company 1992 - 1995
VMS Realty 1985 - 1992
Education
University of Illinois at Urbana-Champaign 1983 — 1985
Masters of Urban Planning
University of Illinois at Urbana-Champaign 1979 — 1983
PNC Wealth Management July 2010 - Present
University of Illinois May 2005 - June 2010
The Art Institute of Chicago August 2004 - May 2005
Chicago Botanic Garden October 2001 - July 2004
Arthur Andersen 1998 - 2001
KPMG 1995 - 1998
The Taubman Company 1992 - 1995
VMS Realty 1985 - 1992
Education
University of Illinois at Urbana-Champaign 1983 — 1985
Masters of Urban Planning
University of Illinois at Urbana-Champaign 1979 — 1983
John Vinsel's PNC Wealth Management Experience January 2010 - Present
Job Sr. Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management January 2010 - Present
Fifth Third Bank December 2004 - December 2009
Stock Yards Trust Company May 2001 - December 2004
Skills
Investment Management, High Net Worth..., Portfolio Management, Asset Managment, Investments, Investment Strategies, Investment Advisory, Fixed Income, Equities, Bloomberg, Financial Analysis, Asset Allocation
Education
University of Louisville 1987 — 1992
BS, Mathematics
PNC Wealth Management January 2010 - Present
Fifth Third Bank December 2004 - December 2009
Stock Yards Trust Company May 2001 - December 2004
Skills
Investment Management, High Net Worth..., Portfolio Management, Asset Managment, Investments, Investment Strategies, Investment Advisory, Fixed Income, Equities, Bloomberg, Financial Analysis, Asset Allocation
Education
University of Louisville 1987 — 1992
BS, Mathematics
Randy Kornberg's PNC Wealth Management Experience January 2014 - Present
Job Senior Vice President, Regional Sales Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2014 - Present
Algonquin Arts Center July 2011 - Present
PNC Wealth Management February 2011 - January 2014
TD Ameritrade 1996 - 2010
Skills
Cross-functional Team..., Securities, Mutual Funds, Series 7, Wealth Management, Series 63, Retirement Planning, Management, Risk Management, Asset Management, Asset Allocation, FINRA, Uniform Combined State..., Investments, Business Development, Financial Advisory, Fixed Income, Series 24, Financial Services, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, 401k, Bonds, Investment Management, Options, Retirement, Wealth Management..., Wealth, Relationship Management, High Net Worth..., Estate Planning, Trading
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
PNC Wealth Management January 2014 - Present
Algonquin Arts Center July 2011 - Present
PNC Wealth Management February 2011 - January 2014
TD Ameritrade 1996 - 2010
Skills
Cross-functional Team..., Securities, Mutual Funds, Series 7, Wealth Management, Series 63, Retirement Planning, Management, Risk Management, Asset Management, Asset Allocation, FINRA, Uniform Combined State..., Investments, Business Development, Financial Advisory, Fixed Income, Series 24, Financial Services, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investment Advisory, Investment Strategies, 401k, Bonds, Investment Management, Options, Retirement, Wealth Management..., Wealth, Relationship Management, High Net Worth..., Estate Planning, Trading
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Rob Cannon, CFP®, CTFA's PNC Wealth Management Experience June 2012 - Present
Job
Industry Financial Services
Experience
PNC Wealth Management June 2012 - Present
Skills
Asset Management, Wealth Management, Portfolio Management
Education
University of North Carolina at Chapel Hill
BA
PNC Wealth Management June 2012 - Present
Skills
Asset Management, Wealth Management, Portfolio Management
Education
University of North Carolina at Chapel Hill
BA
Dedin Witherspoon's PNC Wealth Management Experience 2012 - 2014
Job Director, Default Management and RE Loan Servicing at S3 Shared Service Solutions, LLC
Industry Financial Services
Experience
S3 - Shared Service Solutions, LLC April 2014 - Present
PNC Wealth Management 2012 - 2014
Merrill Lynch 2007 - 2012
Wells Fargo 1995 - 2007
Skills
Portfolio Management, Credit, Leadership, Banking, Wealth Management, Loans, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Finance, Business Development, Loan Origination, Mortgage Banking, Series 63, Commercial Banking, Series 7, Mutual Funds, Small Business Lending, Commercial Lending, Retirement Planning
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
S3 - Shared Service Solutions, LLC April 2014 - Present
PNC Wealth Management 2012 - 2014
Merrill Lynch 2007 - 2012
Wells Fargo 1995 - 2007
Skills
Portfolio Management, Credit, Leadership, Banking, Wealth Management, Loans, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Finance, Business Development, Loan Origination, Mortgage Banking, Series 63, Commercial Banking, Series 7, Mutual Funds, Small Business Lending, Commercial Lending, Retirement Planning
Education
University of Baltimore 1998 — 2000
MBA, Finance
Towson University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Adam Falcon's PNC Wealth Management Experience August 2003 - July 2009
Job Chief Investment Strategist at The Cline Group / Cline Trust Company
Industry Investment Management
Experience
The Cline Group / Cline Trust Company June 2015 - Present
The Cline Group / Cline Trust Company August 2009 - June 2015
PNC Wealth Management August 2003 - July 2009
Mercantile Investment & Wealth Management (acquired by PNC) February 2002 - August 2003
Education
The University of Chicago Booth School of Business 1999 — 2001
The Cline Group / Cline Trust Company June 2015 - Present
The Cline Group / Cline Trust Company August 2009 - June 2015
PNC Wealth Management August 2003 - July 2009
Mercantile Investment & Wealth Management (acquired by PNC) February 2002 - August 2003
Education
The University of Chicago Booth School of Business 1999 — 2001
Elizabeth Burnett's PNC Wealth Management Experience July 2007 - Present
Job Senior Vice President at PNC Asset Management Group
Industry Financial Services
Experience
PNC Wealth Management July 2007 - Present
PNC Wealth Management May 1996 - July 2007
State Street May 1995 - May 1996
PNC Wealth Management January 1990 - May 1995
Skills
Financial Services, Estate Planning, Investments, Investment Management, Asset Management, Wealth Management, Securities, Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management
Education
University of Delaware 1985 — 1989
B.S., Finance
Mount St. Joseph Academy 1981 — 1985
high school
PNC Wealth Management July 2007 - Present
PNC Wealth Management May 1996 - July 2007
State Street May 1995 - May 1996
PNC Wealth Management January 1990 - May 1995
Skills
Financial Services, Estate Planning, Investments, Investment Management, Asset Management, Wealth Management, Securities, Mutual Funds, Alternative Investments, Investment Strategies, Portfolio Management
Education
University of Delaware 1985 — 1989
B.S., Finance
Mount St. Joseph Academy 1981 — 1985
high school
Dave Bower's PNC Wealth Management Experience May 2008 - March 2009
Job Real Estate Sales Agent GRI, RSPS, CNE
Industry Real Estate
Experience
John R. Wood Properties May 2011 - Present
Pelican Bay Rotary January 2013 - 2014
John R Wood Propeties 2001 - 2014
Independent Insurance Agent January 2003 - December 2011
PNC Wealth Management May 2008 - March 2009
World Wide Tracks Inc. January 1978 - May 1999
Skills
Maritime Captain, Maritime, Short Sales, Real Estate, Investment Properties, REO, Condos, Sellers, Luxury, Real Estate Transactions, Relocation, Buyer Representation, First Time Home Buyers, Investors, Referrals, Waterfront, SFR, Selling, HUD, ABR, New Home Sales, Property, Vacation Homes, New Homes, 1031 Exchanges, Townhomes, Listings, Move Up Buyers, e-PRO, Relocation Buyers, Buyers, Seniors, Sales
Education
University of Miami 1965 — 1969
BA, Business
Villanova University 1965 — 1966
John R. Wood Properties May 2011 - Present
Pelican Bay Rotary January 2013 - 2014
John R Wood Propeties 2001 - 2014
Independent Insurance Agent January 2003 - December 2011
PNC Wealth Management May 2008 - March 2009
World Wide Tracks Inc. January 1978 - May 1999
Skills
Maritime Captain, Maritime, Short Sales, Real Estate, Investment Properties, REO, Condos, Sellers, Luxury, Real Estate Transactions, Relocation, Buyer Representation, First Time Home Buyers, Investors, Referrals, Waterfront, SFR, Selling, HUD, ABR, New Home Sales, Property, Vacation Homes, New Homes, 1031 Exchanges, Townhomes, Listings, Move Up Buyers, e-PRO, Relocation Buyers, Buyers, Seniors, Sales
Education
University of Miami 1965 — 1969
BA, Business
Villanova University 1965 — 1966
Durbin Vido's PNC Wealth Management Experience March 2003 - March 2014
Job Managing Director & Senior Vice President at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank March 2014 - Present
PNC Wealth Management March 2003 - March 2014
Bank of America 1993 - 2003
US Bank 1989 - 1993
Skills
Wealth Management, Investment Management, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Investments, Banking, Investment Advisory, Loans, Executive Management, Team Building, Asset Managment, Bonds, High Net Worth..., Retirement Planning, Wealth Management..., Series 63, Private Banking, Series 65, Financial Advisory, Strategic Financial..., Relationship Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Executive Development Program
Xavier University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
BA, Economics
Badin High School
SunTrust Bank March 2014 - Present
PNC Wealth Management March 2003 - March 2014
Bank of America 1993 - 2003
US Bank 1989 - 1993
Skills
Wealth Management, Investment Management, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Investments, Banking, Investment Advisory, Loans, Executive Management, Team Building, Asset Managment, Bonds, High Net Worth..., Retirement Planning, Wealth Management..., Series 63, Private Banking, Series 65, Financial Advisory, Strategic Financial..., Relationship Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Executive Development Program
Xavier University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
BA, Economics
Badin High School
Michelle Laux, CFA's PNC Wealth Management Experience April 2012 - June 2014
Job Director, Examination Development at CFA Institute
Industry Investment Management
Experience
CFA Institute June 2014 - Present
PNC Wealth Management April 2012 - June 2014
CFA Institute June 1998 - June 2014
First Financial Bank December 2008 - March 2012
National City Bank November 1999 - November 2008
Key Bank July 1998 - November 1999
The National Bank & Trust Company May 1993 - July 1998
PNC Bank July 1985 - May 1993
Skills
Equity Portfolio..., Fixed Income Portfolio..., Alternative Investments, Portfolio Management, Investments, Wealth Management, Asset Allocation, Investment Management, Asset Managment, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Asset Management, Hedge Funds, Strategy, Fixed Income, Leadership
Education
University of Cincinnati College of Business 1982 — 1987
B.A., Marketing, Management
CFA Institute
CFA, Financial Analysis & Portfolio Management, 1994
CFA Institute June 2014 - Present
PNC Wealth Management April 2012 - June 2014
CFA Institute June 1998 - June 2014
First Financial Bank December 2008 - March 2012
National City Bank November 1999 - November 2008
Key Bank July 1998 - November 1999
The National Bank & Trust Company May 1993 - July 1998
PNC Bank July 1985 - May 1993
Skills
Equity Portfolio..., Fixed Income Portfolio..., Alternative Investments, Portfolio Management, Investments, Wealth Management, Asset Allocation, Investment Management, Asset Managment, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Asset Management, Hedge Funds, Strategy, Fixed Income, Leadership
Education
University of Cincinnati College of Business 1982 — 1987
B.A., Marketing, Management
CFA Institute
CFA, Financial Analysis & Portfolio Management, 1994
Chase Speiden's PNC Wealth Management Experience 2010 - Present
Job CFP® , Relationship Manager, Vice President at PNC
Industry Banking
Experience
PNC January 2010 - Present
PNC Wealth Management 2010 - Present
National City November 2003 - June 2010
Provident Bank 2000 - 2003
Education
University of Kentucky 1998 — 2000
Business Administration and Management, General
University of Louisville
M.B.A.
PNC January 2010 - Present
PNC Wealth Management 2010 - Present
National City November 2003 - June 2010
Provident Bank 2000 - 2003
Education
University of Kentucky 1998 — 2000
Business Administration and Management, General
University of Louisville
M.B.A.
Laura Seifert's PNC Wealth Management Experience November 2009 - Present
Job Personal Trust Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management November 2009 - Present
Huntington PFG January 2004 - November 2009
Mellon Financial January 2000 - August 2003
Skills
Asset Management, Wealth Management, Risk Management, Special Needs Planning, Personal Trust, Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Banking, Equities, Financial Analysis, Special Education, Strategic Financial..., Trust Services, Financial Planning
Education
University of Pittsburgh 1993 — 2002
BA
Milton Hershey School 1990 — 1993
High School Diploma
PNC Wealth Management November 2009 - Present
Huntington PFG January 2004 - November 2009
Mellon Financial January 2000 - August 2003
Skills
Asset Management, Wealth Management, Risk Management, Special Needs Planning, Personal Trust, Retirement Planning, Estate Planning, Asset Allocation, Asset Managment, Banking, Equities, Financial Analysis, Special Education, Strategic Financial..., Trust Services, Financial Planning
Education
University of Pittsburgh 1993 — 2002
BA
Milton Hershey School 1990 — 1993
High School Diploma
Kenneth Morgan's PNC Wealth Management Experience February 2008 - Present
Job Senior Relationship Manager, Senior Vice President, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management February 2008 - Present
National City Bank February 2008 - July 2010
PNC Wealth Management 2009 - 2010
Wachovia Wealth Management August 2001 - February 2008
Army National Guard August 1994 - August 2003
Education
University of New Haven
MBA, Finance
Oak Ridge Military Academy
University of Connecticut
BA, Math/Stats
PNC Wealth Management February 2008 - Present
National City Bank February 2008 - July 2010
PNC Wealth Management 2009 - 2010
Wachovia Wealth Management August 2001 - February 2008
Army National Guard August 1994 - August 2003
Education
University of New Haven
MBA, Finance
Oak Ridge Military Academy
University of Connecticut
BA, Math/Stats
Sandy Dorsett, CPA's PNC Wealth Management Experience March 2012 - January 2014
Job Specializing in Estate, Fiduciary, Gift and Individual Income Tax
Industry Accounting
Experience
DMLO CPAs January 2014 - Present
PNC Wealth Management March 2012 - January 2014
American Bankers Association January 2000 - December 2012
DMLO December 2000 - February 2012
National City Bank 1983 - 2000
Skills
Training & Development, Technology Integration, Trust Services, Tax, Training, Accounting, Trusts, Employee Training, Banking, Financial Planners, Income Tax, Project Management, Wealth Management, Financial Reporting, Financial Analysis
Education
University of Louisville 2000 — 2004
Masters, Instructional Technology
University of Hawaii - College of Business Administration 1978 — 1981
BS, Accounting
DMLO CPAs January 2014 - Present
PNC Wealth Management March 2012 - January 2014
American Bankers Association January 2000 - December 2012
DMLO December 2000 - February 2012
National City Bank 1983 - 2000
Skills
Training & Development, Technology Integration, Trust Services, Tax, Training, Accounting, Trusts, Employee Training, Banking, Financial Planners, Income Tax, Project Management, Wealth Management, Financial Reporting, Financial Analysis
Education
University of Louisville 2000 — 2004
Masters, Instructional Technology
University of Hawaii - College of Business Administration 1978 — 1981
BS, Accounting
Frank Scott's PNC Wealth Management Experience January 2003 - Present
Job Vice President/Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC January 2003 - Present
PNC Wealth Management January 2003 - Present
National City Private Client Group 2003 - Present
Nationalcity Bank 2003 - Present
Dayton Racquet Club 2009 - 2010
C. H. Dean & Associates Inc May 1973 - December 1999
Dean Investment Associates 1973 - 1999
Skills
Asset Managment, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Banking Relationships, Wealth Management, Retirement Planning, Asset Management, Banking, Investments, Investment Advisory, Investment Strategies
Education
U.S. Air Force Institute of Technology 1972 — 1973
MS, Logistics Management
University of Colorado Boulder 1968 — 1970
BS, Accounting
PNC January 2003 - Present
PNC Wealth Management January 2003 - Present
National City Private Client Group 2003 - Present
Nationalcity Bank 2003 - Present
Dayton Racquet Club 2009 - 2010
C. H. Dean & Associates Inc May 1973 - December 1999
Dean Investment Associates 1973 - 1999
Skills
Asset Managment, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Banking Relationships, Wealth Management, Retirement Planning, Asset Management, Banking, Investments, Investment Advisory, Investment Strategies
Education
U.S. Air Force Institute of Technology 1972 — 1973
MS, Logistics Management
University of Colorado Boulder 1968 — 1970
BS, Accounting
Emily Coughlin's PNC Wealth Management Experience August 2013 - Present
Job Trust Advisor
Industry Banking
Experience
PNC Wealth Management August 2013 - Present
US Bank January 2006 - August 2013
Skills
Wealth Management, Banking
Education
University of Dayton 2002 — 2005
B.A. in Business Administration, Finance
PNC Wealth Management August 2013 - Present
US Bank January 2006 - August 2013
Skills
Wealth Management, Banking
Education
University of Dayton 2002 — 2005
B.A. in Business Administration, Finance
Christina Boyer's PNC Wealth Management Experience 2008 - 2011
Job Merrill Lynch Market Executive Assistant
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Wells Fargo Advisors March 2013 - April 2015
Wells Fargo Advisors LLC April 2011 - February 2013
PNC Wealth Management 2008 - 2011
PNC Wealth Management 2006 - 2008
Skills
Banking, Alternative Investments, Asset Management, Securities, Portfolio Management, Financial Analysis, Uniform Combined State..., Credit Analysis, Fixed Income
Education
University of Baltimore 2006 — 2009
BS, Finance
Merrill Lynch April 2015 - Present
Wells Fargo Advisors March 2013 - April 2015
Wells Fargo Advisors LLC April 2011 - February 2013
PNC Wealth Management 2008 - 2011
PNC Wealth Management 2006 - 2008
Skills
Banking, Alternative Investments, Asset Management, Securities, Portfolio Management, Financial Analysis, Uniform Combined State..., Credit Analysis, Fixed Income
Education
University of Baltimore 2006 — 2009
BS, Finance
Jim Benedict, CPA, CFP®'s PNC Wealth Management Experience August 2012 - Present
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2012 - Present
Miller, McNeish, Breedlove, and Hearn, Certified Public Accountants February 2012 - August 2012
Wells Fargo Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company November 2008 - February 2010
Wachovia, A Wells Fargo Company March 2002 - October 2008
Wachovia, A Wells Fargo Company December 1998 - February 2002
Wachovia, A Wells Fargo Company June 1995 - December 1998
Skills
Estate Planning, Asset Allocation, Financial Planners, Financial Analysis, Process Improvement, Business Development, Cash Flow, Contract Negotiation, Wealth Management, Strategic Financial..., Retirement Planning, Finance, Financial Services, Portfolio Management, Strategy, Financial Planning
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting, Managerial Law
PNC Wealth Management August 2012 - Present
Miller, McNeish, Breedlove, and Hearn, Certified Public Accountants February 2012 - August 2012
Wells Fargo Bank March 2010 - May 2011
Wachovia, A Wells Fargo Company November 2008 - February 2010
Wachovia, A Wells Fargo Company March 2002 - October 2008
Wachovia, A Wells Fargo Company December 1998 - February 2002
Wachovia, A Wells Fargo Company June 1995 - December 1998
Skills
Estate Planning, Asset Allocation, Financial Planners, Financial Analysis, Process Improvement, Business Development, Cash Flow, Contract Negotiation, Wealth Management, Strategic Financial..., Retirement Planning, Finance, Financial Services, Portfolio Management, Strategy, Financial Planning
Education
University of North Carolina at Chapel Hill 1985 — 1989
BSBA, Accounting, Managerial Law
Charles Snyder,CFP®, MBA's PNC Wealth Management Experience October 2010 - Present
Job Investment Advisor
Industry Banking
Experience
PNC Wealth Management October 2010 - Present
PNC Wealth Management February 2007 - September 2011
TELI 2008 - 2011
Boy Scouts of America 2008 - 2009
FPA 2007 - 2009
PNC Wealth Management August 2005 - February 2007
Goldman Sachs January 1997 - August 2005
Skills
Investments, Retirement Planning, Portfolio Management, High Net Worth..., Wealth Management..., Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Finance/Marketing
University at Albany, SUNY 1990 — 1993
BS, Business Administration:Finance/Management
PNC Wealth Management October 2010 - Present
PNC Wealth Management February 2007 - September 2011
TELI 2008 - 2011
Boy Scouts of America 2008 - 2009
FPA 2007 - 2009
PNC Wealth Management August 2005 - February 2007
Goldman Sachs January 1997 - August 2005
Skills
Investments, Retirement Planning, Portfolio Management, High Net Worth..., Wealth Management..., Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Finance/Marketing
University at Albany, SUNY 1990 — 1993
BS, Business Administration:Finance/Management
W. Todd Jones's PNC Wealth Management Experience February 2005 - Present
Job Associate Relationship Manager Vice President
Industry Financial Services
Experience
PNC Wealth Management February 2005 - Present
Education
University of Pittsburgh 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
PNC Wealth Management February 2005 - Present
Education
University of Pittsburgh 1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Michael Dailey, CPA, CVA, CGMA's PNC Wealth Management Experience December 2009 - Present
Job Vice President, Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2009 - Present
National City Bank May 2007 - December 2009
Fifth Third Bank October 2003 - April 2007
Xavier University 2003 - 2005
Rippe & Kingston Co PSC November 1997 - October 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Valuation, Business Valuation, Banking, Equities, Private Equity, Analysis, Risk Management, Insurance, Wealth Management, Accounting, Finance, Tax, Financial Modeling, Estate Planning, Asset Allocation, Securities, Auditing, Credit, Management, Forecasting, Retirement Planning, Investment Strategies, Financial Risk, Asset Management, Mergers & Acquisitions, Investment Advisory, Mutual Funds, High Net Worth..., Financial Services, Wealth Management..., Financial Planning
Education
University of Kentucky 1985 — 1989
BS, Accounting
PNC Wealth Management December 2009 - Present
National City Bank May 2007 - December 2009
Fifth Third Bank October 2003 - April 2007
Xavier University 2003 - 2005
Rippe & Kingston Co PSC November 1997 - October 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Valuation, Business Valuation, Banking, Equities, Private Equity, Analysis, Risk Management, Insurance, Wealth Management, Accounting, Finance, Tax, Financial Modeling, Estate Planning, Asset Allocation, Securities, Auditing, Credit, Management, Forecasting, Retirement Planning, Investment Strategies, Financial Risk, Asset Management, Mergers & Acquisitions, Investment Advisory, Mutual Funds, High Net Worth..., Financial Services, Wealth Management..., Financial Planning
Education
University of Kentucky 1985 — 1989
BS, Accounting
Caleb D. Croquart, CTFA's PNC Wealth Management Experience September 2009 - March 2012
Job Director of Investments, PNC Institutional Asset Management
Industry Investment Management
Experience
PNC Bank, National Association August 2014 - Present
PNC Capital Advisors March 2012 - August 2014
PNC Wealth Management September 2009 - March 2012
PNC Wealth Management August 2007 - August 2009
PNC Wealth Management December 2006 - July 2007
PNC Wealth Management April 2006 - November 2006
PNC October 2004 - March 2006
Skills
Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Asset Management, Investment Advisory, Alternative Investments, Securities, Credit, Portfolio Management, Equities, Fixed Income, Investment Strategies, Hedge Funds, Private Equity, Wealth Management..., Bonds, Retirement Planning, Financial Services, Valuation, Capital Markets, Derivatives
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Finance and Banking, Finance
PNC Bank, National Association August 2014 - Present
PNC Capital Advisors March 2012 - August 2014
PNC Wealth Management September 2009 - March 2012
PNC Wealth Management August 2007 - August 2009
PNC Wealth Management December 2006 - July 2007
PNC Wealth Management April 2006 - November 2006
PNC October 2004 - March 2006
Skills
Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Asset Management, Investment Advisory, Alternative Investments, Securities, Credit, Portfolio Management, Equities, Fixed Income, Investment Strategies, Hedge Funds, Private Equity, Wealth Management..., Bonds, Retirement Planning, Financial Services, Valuation, Capital Markets, Derivatives
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Finance and Banking, Finance
Tyretta L. Harris's PNC Wealth Management Experience September 2004 - Present
Job Assistant Vice President / PNC Bank
Industry Financial Services
Experience
PNC Wealth Management September 2004 - Present
Key Bank May 2003 - September 2004
National City Bank September 1998 - May 2003
Skills
Wealth Management, Asset Managment, Wealth Management..., IRAs, Financial Advisory, Trust Management, Wealth, Trust Services, Investments, Tax, Estate Planning, Portfolio Management, High Net Worth..., Litigation Management, Financial Services, Asset Management, Retirement Planning
Education
Tiffin University 2005 — 2007
Bachelor Business Administration, Organizational Management
Bowling Green State University 1980 — 1984
Business Administration
PNC Wealth Management September 2004 - Present
Key Bank May 2003 - September 2004
National City Bank September 1998 - May 2003
Skills
Wealth Management, Asset Managment, Wealth Management..., IRAs, Financial Advisory, Trust Management, Wealth, Trust Services, Investments, Tax, Estate Planning, Portfolio Management, High Net Worth..., Litigation Management, Financial Services, Asset Management, Retirement Planning
Education
Tiffin University 2005 — 2007
Bachelor Business Administration, Organizational Management
Bowling Green State University 1980 — 1984
Business Administration
Valerie Marshall's PNC Wealth Management Experience February 2013 - Present
Job Vice President Wealth Director at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management February 2013 - Present
PNC Wealth Management March 2011 - January 2013
Frost Brown Todd LLC March 2004 - February 2011
Frost & Jacobs (now known as Frost Brown Todd) 1999 - 2001
Education
University of Kentucky College of Law 1996 — 1999
JD
Vanderbilt University 1989 — 1993
BA
PNC Wealth Management February 2013 - Present
PNC Wealth Management March 2011 - January 2013
Frost Brown Todd LLC March 2004 - February 2011
Frost & Jacobs (now known as Frost Brown Todd) 1999 - 2001
Education
University of Kentucky College of Law 1996 — 1999
JD
Vanderbilt University 1989 — 1993
BA
David Hango's PNC Wealth Management Experience October 1996 - Present
Job Vice President & Sr. Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management October 1996 - Present
PNC Wealth Management 1996 - 2009
PNC Advisors 1996 - 2009
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Wealth Management, Equities, Portfolio Management, Investment Strategies, Securities, Strategic Planning, Alternative Investments, Investment Management, Investment Advisory, Risk Management, Wealth Management..., High Net Worth...
Education
University of Dayton School of Law
JD
University of Delaware
BA
PNC Wealth Management October 1996 - Present
PNC Wealth Management 1996 - 2009
PNC Advisors 1996 - 2009
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Wealth Management, Equities, Portfolio Management, Investment Strategies, Securities, Strategic Planning, Alternative Investments, Investment Management, Investment Advisory, Risk Management, Wealth Management..., High Net Worth...
Education
University of Dayton School of Law
JD
University of Delaware
BA
Marlana Yarrington's PNC Wealth Management Experience November 2011 - Present
Job PNC Wealth Management Senior Banking Services Advisor
Industry Banking
Experience
PNC Wealth Management November 2011 - Present
Wachovia, A Wells Fargo Company 1999 - 2011
Maitland Rotary 2008 - 2009
Skills
Investment Management, Wealth, Loans, Commercial Banking, Portfolio Management, Credit Analysis, Credit, Mortgage Lending, Investment Advisory, Mutual Funds, Retail Banking, Commercial Lending, Retirement Planning, Investments, Underwriting, Small Business Lending, Asset Managment, Strategic Financial..., Wealth Management...
Education
University of North Florida - College of Business Administration 1990 — 1994
BA, Finance and Management
PNC Wealth Management November 2011 - Present
Wachovia, A Wells Fargo Company 1999 - 2011
Maitland Rotary 2008 - 2009
Skills
Investment Management, Wealth, Loans, Commercial Banking, Portfolio Management, Credit Analysis, Credit, Mortgage Lending, Investment Advisory, Mutual Funds, Retail Banking, Commercial Lending, Retirement Planning, Investments, Underwriting, Small Business Lending, Asset Managment, Strategic Financial..., Wealth Management...
Education
University of North Florida - College of Business Administration 1990 — 1994
BA, Finance and Management
Jonathan Sanchez's PNC Wealth Management Experience 2012 - February 2015
Job Senior Vice President, Wealth Director PNC Wealth Management
Industry Financial Services
Experience
PNC February 2015 - Present
PNC Wealth Management 2012 - February 2015
Wells Fargo Advisors, LLC March 2009 - September 2012
Morgan Stanley Smith Barney January 2001 - March 2009
Naval Special Warfare 1995 - 2000
Skills
Leadership, Motivational Speaking, Team Building, Team Management, Team Leadership, Teamwork, Retirement Planning, Investments, Wealth Management, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, Strategic Financial..., Financial Modeling, Investment Advisory, Securities, Estate Planning, Investment Management, Investment Strategies
Education
United States Naval Academy 1991 — 1995
Economics, German
St. Francis de Sales 1987 — 1991
H.S.
PNC February 2015 - Present
PNC Wealth Management 2012 - February 2015
Wells Fargo Advisors, LLC March 2009 - September 2012
Morgan Stanley Smith Barney January 2001 - March 2009
Naval Special Warfare 1995 - 2000
Skills
Leadership, Motivational Speaking, Team Building, Team Management, Team Leadership, Teamwork, Retirement Planning, Investments, Wealth Management, Mutual Funds, Finance, Financial Advisory, Retirement, Financial Services, Risk Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Financial Analysis, Strategic Financial..., Financial Modeling, Investment Advisory, Securities, Estate Planning, Investment Management, Investment Strategies
Education
United States Naval Academy 1991 — 1995
Economics, German
St. Francis de Sales 1987 — 1991
H.S.
Brad Wagner's PNC Wealth Management Experience March 2011 - September 2011
Job Personal Banker at KeyBank
Industry Financial Services
Experience
Banking or Finance Personal BankerKeyBankSeptember 2014 - Present
KeyBank September 2014 - Present
PNC Bank NA September 2011 - September 2013
PNC Wealth Management March 2011 - September 2011
Fifth Third Bank June 2009 - December 2010
Fifth Third Bank February 2008 - May 2009
National City Bank December 2007 - January 2008
National City Bank February 2006 - November 2007
National City Bank November 2004 - January 2006
National City Bank February 2003 - November 2004
Skills
Banking, Credit, Loans, Portfolio Management, Credit Risk, Commercial Lending, Investments, Wealth Management, Relationship Management, Underwriting, Mergers & Acquisitions, Finance, Insurance, Private Banking, Lines Of Credit, CRM, Analysis, Training, Credit Analysis, Retail Banking, Asset Management, Small Business Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Treasury Management, Loan Origination, Financial Services, Strategic Financial..., Mortgage Banking, Cash Management, Risk Management, Retirement Planning, Cross Selling, Deposits, Mutual Funds
Education
University of Phoenix 2002 — 2005
MBA, Business Administration
County Joint Vocational School. Received State Associates Equivalency 1981 — 1983
Certificate, Architectural Drafting and Architectural CAD/CADD
Defiance High School 1979 — 1983
High School diploma, Drafting, General Education
Banking or Finance Personal BankerKeyBankSeptember 2014 - Present
KeyBank September 2014 - Present
PNC Bank NA September 2011 - September 2013
PNC Wealth Management March 2011 - September 2011
Fifth Third Bank June 2009 - December 2010
Fifth Third Bank February 2008 - May 2009
National City Bank December 2007 - January 2008
National City Bank February 2006 - November 2007
National City Bank November 2004 - January 2006
National City Bank February 2003 - November 2004
Skills
Banking, Credit, Loans, Portfolio Management, Credit Risk, Commercial Lending, Investments, Wealth Management, Relationship Management, Underwriting, Mergers & Acquisitions, Finance, Insurance, Private Banking, Lines Of Credit, CRM, Analysis, Training, Credit Analysis, Retail Banking, Asset Management, Small Business Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Treasury Management, Loan Origination, Financial Services, Strategic Financial..., Mortgage Banking, Cash Management, Risk Management, Retirement Planning, Cross Selling, Deposits, Mutual Funds
Education
University of Phoenix 2002 — 2005
MBA, Business Administration
County Joint Vocational School. Received State Associates Equivalency 1981 — 1983
Certificate, Architectural Drafting and Architectural CAD/CADD
Defiance High School 1979 — 1983
High School diploma, Drafting, General Education
Vicki Cleary's PNC Wealth Management Experience 1995 - Present
Job Vice President & Senior Trust Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management 1995 - Present
National City Bank 2002 - 2009
National City Bank 1995 - 2009
KeyBank 1994 - 1995
Reminger Co. LPA 1986 - 1994
Skills
Document Review, Wealth Management, Estate Planning, Trusts, Banking, Investments, Retirement Planning, Loans, Mergers, Asset Management, Asset Allocation, Strategic Financial..., Alternative Investments, High Net Worth..., Portfolio Management, Asset Managment, Securities, Mergers & Acquisitions
Education
University of Dayton School of Law 1983 — 1986
J.D., Law
University of Dayton 1979 — 1983
B.S./B.A., Criminal Justice/Political Science
PNC Wealth Management 1995 - Present
National City Bank 2002 - 2009
National City Bank 1995 - 2009
KeyBank 1994 - 1995
Reminger Co. LPA 1986 - 1994
Skills
Document Review, Wealth Management, Estate Planning, Trusts, Banking, Investments, Retirement Planning, Loans, Mergers, Asset Management, Asset Allocation, Strategic Financial..., Alternative Investments, High Net Worth..., Portfolio Management, Asset Managment, Securities, Mergers & Acquisitions
Education
University of Dayton School of Law 1983 — 1986
J.D., Law
University of Dayton 1979 — 1983
B.S./B.A., Criminal Justice/Political Science
Dan Winsky's PNC Wealth Management Experience 2014 - Present
Job Wealth Management Financial Services Professional
Industry Financial Services
Experience
PNC Wealth Management 2014 - Present
E*TRADE Financial 2010 - 2014
Banc of America Investments 2008 - 2009
Citi Smith Barney 2006 - 2008
M & T Securities 2005 - 2006
Sun Trust Secuities 1995 - 2005
Cardinal Wealth Services 1998 - 2002
Skills
Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Securities, FINRA, Finance, Series 24, Financial Advisory, Financial Planners, Retirement, Alternative Investments, Sales Management, Financial Services, Investment Advisory, Series 65, Equities, Financial Planning
Education
University of Maryland College Park
BA, Economics
PNC Wealth Management 2014 - Present
E*TRADE Financial 2010 - 2014
Banc of America Investments 2008 - 2009
Citi Smith Barney 2006 - 2008
M & T Securities 2005 - 2006
Sun Trust Secuities 1995 - 2005
Cardinal Wealth Services 1998 - 2002
Skills
Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Series 7, Strategic Financial..., Securities, FINRA, Finance, Series 24, Financial Advisory, Financial Planners, Retirement, Alternative Investments, Sales Management, Financial Services, Investment Advisory, Series 65, Equities, Financial Planning
Education
University of Maryland College Park
BA, Economics
Reed Cantor's PNC Wealth Management Experience July 2010 - Present
Job Banking Advisor, AVP PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2010 - Present
PNC Wealth Management October 2011 - June 2013
PNC Financial Services Group September 2010 - October 2011
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Investments, Wealth Management, Credit, Strategic Financial..., Banking, Retirement Planning, Loans, Equities, Asset Management, Credit Analysis, Mutual Funds, Risk Management, Bloomberg, Asset Allocation, Financial Services, Commercial Lending, Valuation, Fixed Income, Securities
Education
University of Pittsburgh 2006 — 2010
Marketing, Economics
PNC Wealth Management July 2010 - Present
PNC Wealth Management October 2011 - June 2013
PNC Financial Services Group September 2010 - October 2011
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Investments, Wealth Management, Credit, Strategic Financial..., Banking, Retirement Planning, Loans, Equities, Asset Management, Credit Analysis, Mutual Funds, Risk Management, Bloomberg, Asset Allocation, Financial Services, Commercial Lending, Valuation, Fixed Income, Securities
Education
University of Pittsburgh 2006 — 2010
Marketing, Economics
Paul Palko's PNC Wealth Management Experience March 2006 - June 2012
Job CART Reviewer II, Asset Management Group at PNC
Industry Financial Services
Experience
PNC June 2012 - Present
PNC Wealth Management March 2006 - June 2012
Hawthorn, A PNC Company May 2004 - March 2006
Skills
Tax, Strategic Financial..., Income Tax, Financial Planners, Fiduciary, Tax Preparation, Financial Analysis, Trust Management, Estate Planning, Trusts, Estate Tax Planning, Accounting, Tax Law, Estate Law, Wealth Management
Education
University of Pittsburgh 1997 — 2002
Bachelor, Information Science
PNC June 2012 - Present
PNC Wealth Management March 2006 - June 2012
Hawthorn, A PNC Company May 2004 - March 2006
Skills
Tax, Strategic Financial..., Income Tax, Financial Planners, Fiduciary, Tax Preparation, Financial Analysis, Trust Management, Estate Planning, Trusts, Estate Tax Planning, Accounting, Tax Law, Estate Law, Wealth Management
Education
University of Pittsburgh 1997 — 2002
Bachelor, Information Science
Kendall Dudley's PNC Wealth Management Experience September 2014 - Present
Job Senior Vice President and Wealth Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2014 - Present
PNC Wealth Management July 2000 - September 2014
Bank of America June 1984 - April 2000
Skills
Wealth Management, Banking, Customer Relations, Sales Management, Mergers, Team Building, Coaching, Securities, Asset Allocation, Customer Service, Trust Services, Financial Services, Management, Investments, Retail Banking, Portfolio Management, Financial Advisory, Asset Managment, Mergers & Acquisitions, Private Banking, CRM, Estate Planning, Wealth Management..., Investment Advisory, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Asset Management, Series 7, Retirement Planning, Series 63, Investment Management, Strategic Financial...
Education
The University of Georgia 1980 — 1983
b.a., economics
PNC Wealth Management September 2014 - Present
PNC Wealth Management July 2000 - September 2014
Bank of America June 1984 - April 2000
Skills
Wealth Management, Banking, Customer Relations, Sales Management, Mergers, Team Building, Coaching, Securities, Asset Allocation, Customer Service, Trust Services, Financial Services, Management, Investments, Retail Banking, Portfolio Management, Financial Advisory, Asset Managment, Mergers & Acquisitions, Private Banking, CRM, Estate Planning, Wealth Management..., Investment Advisory, High Net Worth..., Alternative Investments, Mutual Funds, Investment Strategies, Asset Management, Series 7, Retirement Planning, Series 63, Investment Management, Strategic Financial...
Education
The University of Georgia 1980 — 1983
b.a., economics
Frederick G. Davison, E.A.'s PNC Wealth Management Experience June 1989 - September 2003
Job President at Your Business Matters LLC
Industry Accounting
Experience
Your Business Matters LLC September 2003 - Present
PNC Wealth Management June 1989 - September 2003
God's Bible School and College March 1979 - January 1989
Skills
Income Tax, IRS, Marketing, Tax Preparation, Tax Returns, Tax, Public Speaking
Education
God's Bible School & College 1979 — 1984
Bachelor of Theology
God's Bible School 1979 — 1982
Bachelor of English
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Economics
Your Business Matters LLC September 2003 - Present
PNC Wealth Management June 1989 - September 2003
God's Bible School and College March 1979 - January 1989
Skills
Income Tax, IRS, Marketing, Tax Preparation, Tax Returns, Tax, Public Speaking
Education
God's Bible School & College 1979 — 1984
Bachelor of Theology
God's Bible School 1979 — 1982
Bachelor of English
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Economics
Ashley Alexander Hadley's PNC Wealth Management Experience April 2013 - Present
Job Vice President Wealth Management Banking Advisor at PNC Bank
Industry Banking
Experience
PNC Wealth Management April 2013 - Present
National City Bank August 2004 - April 2013
PNC Bank August 2004 - April 2013
Skills
Banking, Loans, Small Business Lending, Consumer Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Cross Selling, Branch Banking, Loan Origination, Financial Analysis, Customer Service
Education
University of Kentucky 2000 — 2004
Fianance and Marketing
PNC Wealth Management April 2013 - Present
National City Bank August 2004 - April 2013
PNC Bank August 2004 - April 2013
Skills
Banking, Loans, Small Business Lending, Consumer Lending, Credit, Retail Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Credit Analysis, Cross Selling, Branch Banking, Loan Origination, Financial Analysis, Customer Service
Education
University of Kentucky 2000 — 2004
Fianance and Marketing
Philip McMunigal, CFA's PNC Wealth Management Experience March 2014 - Present
Job Vice President, Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
PNC Wealth Management March 2014 - Present
Brandywine Global November 2006 - July 2012
Rorer Asset Management 1999 - 2006
Merrill Lynch Investment Management 1993 - 1998
Resolution Trust Corporstion (RTC) 1990 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Managment, Relationship Management, Investments, Investment Strategies, Series 7, Alternative Investments, Fixed Income, Mutual Funds, Investment Advisory, Hedge Funds, Series 6, 7, 63, and 65, Client Service, Client Relations Skills, Chartered Financial..., Investment Management, Asset Management, Capital Markets, Wealth Management
Education
University of North Carolina at Chapel Hill
A.B., English
University of Pennsylvania - The Wharton School
MBA, Finance
Stephanie Hannan's PNC Wealth Management Experience April 2014 - Present
Job PNC Wealth Management VP/Banking Advisor
Industry Financial Services
Experience
PNC Bank Pittsburgh Market Diversity & Inclusion Council January 2015 - Present
PNC Wealth Management April 2014 - Present
PNC Bank -Women Connect EBRG December 2013 - Present
Dress for Success Pittsburgh September 2013 - Present
PNC January 2004 - April 2014
Leadership Pittsburgh 2012 - 2013
Family House 2004 - 2009
Coro Pittsburgh January 2008 - April 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Commercial Banking, Small Business Lending, Retail Banking, Credit Analysis, Commercial Lending, Consumer Lending, Lines Of Credit, Wealth Management, Treasury Management, Risk Management, Investments, Cross Selling, Portfolio Management, Cash Management, Financial Analysis, Loan Origination, Financial Services
Education
University of Pittsburgh 1997 — 2002
bachelor of arts, communications
PNC Bank Pittsburgh Market Diversity & Inclusion Council January 2015 - Present
PNC Wealth Management April 2014 - Present
PNC Bank -Women Connect EBRG December 2013 - Present
Dress for Success Pittsburgh September 2013 - Present
PNC January 2004 - April 2014
Leadership Pittsburgh 2012 - 2013
Family House 2004 - 2009
Coro Pittsburgh January 2008 - April 2008
Skills
Loans, Credit, Banking, Mortgage Lending, Commercial Banking, Small Business Lending, Retail Banking, Credit Analysis, Commercial Lending, Consumer Lending, Lines Of Credit, Wealth Management, Treasury Management, Risk Management, Investments, Cross Selling, Portfolio Management, Cash Management, Financial Analysis, Loan Origination, Financial Services
Education
University of Pittsburgh 1997 — 2002
bachelor of arts, communications
Jay Stewart, CFA's PNC Wealth Management Experience October 2009 - April 2012
Job Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2012 - Present
PNC Wealth Management October 2009 - April 2012
National City Private Client Group March 2008 - October 2009
National City Bank February 2007 - March 2008
National City Bank June 2005 - February 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Valuation, Financial Modeling, Financial Analysis, Equities, Fixed Income, Investment Advisory, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Economics, International Business, Entrepreneurship
University of Kentucky 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
Calamos Investments 2012 - Present
PNC Wealth Management October 2009 - April 2012
National City Private Client Group March 2008 - October 2009
National City Bank February 2007 - March 2008
National City Bank June 2005 - February 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Valuation, Financial Modeling, Financial Analysis, Equities, Fixed Income, Investment Advisory, Hedge Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Accounting, Economics, International Business, Entrepreneurship
University of Kentucky 2001 — 2005
Bachelors of Business Administration, Finance and Marketing
Kristen Tavella's PNC Wealth Management Experience March 2007 - August 2012
Job VP, Performance Measurement Manager
Industry Financial Services
Experience
PNC Asset Management August 2012 - Present
PNC Wealth Management March 2007 - August 2012
Morgan Stanley May 2006 - February 2007
Delaware Investments, a member of the Macquarie Group May 2002 - May 2006
Skills
Bloomberg, Excel, PowerPoint, Access, Zephyr Style Advisor, Project Management, Wealth Management..., Management, Microsoft Office, Mutual Funds, Performance Measurement, Investment Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Management, Financial Services, Microsoft Excel, Investments
Education
University of Maryland University College 2008 — 2012
Masters, Business Administration
LaSalle University 1998 — 2002
Bachelor of Arts, Dual, Marketing & Management Information Systems
PNC Asset Management August 2012 - Present
PNC Wealth Management March 2007 - August 2012
Morgan Stanley May 2006 - February 2007
Delaware Investments, a member of the Macquarie Group May 2002 - May 2006
Skills
Bloomberg, Excel, PowerPoint, Access, Zephyr Style Advisor, Project Management, Wealth Management..., Management, Microsoft Office, Mutual Funds, Performance Measurement, Investment Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Management, Financial Services, Microsoft Excel, Investments
Education
University of Maryland University College 2008 — 2012
Masters, Business Administration
LaSalle University 1998 — 2002
Bachelor of Arts, Dual, Marketing & Management Information Systems
Mary Alice Koch's PNC Wealth Management Experience August 1997 - Present
Job Foundation Administrator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 1997 - Present
Taft Stettinius & Hollister May 1989 - December 1997
Skills
Nonprofits, Non-profits, Fundraising, Public Speaking, Non-profit..., Estate Planning, Proposal Writing, Event Planning, Philanthropy, Volunteer Management, Microsoft Office, Strategic Planning, Customer Service
Education
University of Cincinnati 1987 — 1989
AS, Paralegal
PNC Wealth Management August 1997 - Present
Taft Stettinius & Hollister May 1989 - December 1997
Skills
Nonprofits, Non-profits, Fundraising, Public Speaking, Non-profit..., Estate Planning, Proposal Writing, Event Planning, Philanthropy, Volunteer Management, Microsoft Office, Strategic Planning, Customer Service
Education
University of Cincinnati 1987 — 1989
AS, Paralegal
Lynn Drybrough's PNC Wealth Management Experience 1999 - 2007
Job Albrecht Painting
Industry Design
Experience
Albrecht Painting February 2008 - Present
Albrecht Painting Inc 2009 - 2010
PNC Wealth Management 1999 - 2007
Skills
Painting, Residential Homes, Customer Service, Microsoft Excel, Strategic Financial..., Strategic Planning, Microsoft Office, Asset Managment, Investments, Microsoft Word, Retirement Planning, New Business Development, Risk Management, Banking, PowerPoint, Estate Planning, Paint, Advertising, Budgets, Business Development, Coaching, Online Marketing, Due Diligence, Wealth Management, Process Improvement, Leadership, Management, Process Scheduler, Mortgage Lending, Drywall, Negotiation, Project Management, Social Media Marketing, Sales, Portfolio Management, Forecasting, Sales Management, Contract Negotiation, Analysis, Marketing, Marketing Strategy, Small Business, Entrepreneurship, Team Building, Real Estate, Insurance, Strategy, Start-ups, Business Planning, Interior Architecture
Education
University of Louisville 1987 — 1998
BSBA, Management
Albrecht Painting February 2008 - Present
Albrecht Painting Inc 2009 - 2010
PNC Wealth Management 1999 - 2007
Skills
Painting, Residential Homes, Customer Service, Microsoft Excel, Strategic Financial..., Strategic Planning, Microsoft Office, Asset Managment, Investments, Microsoft Word, Retirement Planning, New Business Development, Risk Management, Banking, PowerPoint, Estate Planning, Paint, Advertising, Budgets, Business Development, Coaching, Online Marketing, Due Diligence, Wealth Management, Process Improvement, Leadership, Management, Process Scheduler, Mortgage Lending, Drywall, Negotiation, Project Management, Social Media Marketing, Sales, Portfolio Management, Forecasting, Sales Management, Contract Negotiation, Analysis, Marketing, Marketing Strategy, Small Business, Entrepreneurship, Team Building, Real Estate, Insurance, Strategy, Start-ups, Business Planning, Interior Architecture
Education
University of Louisville 1987 — 1998
BSBA, Management
Al Pineiro's PNC Wealth Management Experience May 2014 - Present
Job Channel Development Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management May 2014 - Present
Aon Hewitt January 2014 - May 2014
Aon Hewitt March 2013 - December 2013
WACHOVIA BANK June 2003 - February 2012
Enterprise Rent-A-Car January 2001 - January 2003
Skills
Credit, Loans, Banking, Mortgage Lending, Financial Analysis, Wealth Management, Investments, Strategic Financial..., Insurance, Customer Service, Consumer Lending, Small Business Lending, Account Management, Commercial Lending, Sales, Financial Planning
Education
University of Massachusetts at Lowell 2012 — 2014
Master of Business Administration (MBA), Accounting
UNIVERSITY OF SOUTH CAROLINA 1991 — 1996
Bachelor of Arts Degree, Spanish / Latin American Studies
PNC Wealth Management May 2014 - Present
Aon Hewitt January 2014 - May 2014
Aon Hewitt March 2013 - December 2013
WACHOVIA BANK June 2003 - February 2012
Enterprise Rent-A-Car January 2001 - January 2003
Skills
Credit, Loans, Banking, Mortgage Lending, Financial Analysis, Wealth Management, Investments, Strategic Financial..., Insurance, Customer Service, Consumer Lending, Small Business Lending, Account Management, Commercial Lending, Sales, Financial Planning
Education
University of Massachusetts at Lowell 2012 — 2014
Master of Business Administration (MBA), Accounting
UNIVERSITY OF SOUTH CAROLINA 1991 — 1996
Bachelor of Arts Degree, Spanish / Latin American Studies
Patrick J. Woolfe, CFA's PNC Wealth Management Experience December 2006 - Present
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management December 2006 - Present
Northern Trust January 1998 - December 2006
Skills
Wealth Management, Portfolio Management, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Mutual Funds, Asset Management, Equities, Wealth Management..., Investments, Fixed Income, High Net Worth..., Retirement Planning
Education
University of Illinois at Chicago
BS, Finance
PNC Wealth Management December 2006 - Present
Northern Trust January 1998 - December 2006
Skills
Wealth Management, Portfolio Management, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Alternative Investments, Mutual Funds, Asset Management, Equities, Wealth Management..., Investments, Fixed Income, High Net Worth..., Retirement Planning
Education
University of Illinois at Chicago
BS, Finance
Linda C. Landry, CFP®, AEP®, ChFC®'s PNC Wealth Management Experience May 2013 - Present
Job Senior Vice President, Senior Wealth Planner II at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2013 - Present
BB&T May 2011 - May 2013
SunTrust Bank April 2004 - May 2011
BB&T January 2002 - April 2004
Wachovia Bank 2000 - 2002
American Express Financial Advisors 1992 - 2000
Merrill Lynch 1983 - 1985
Skills
Wealth Management, Wealth, Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management..., Financial Services, Finance, High Net Worth..., Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Financial Planning
Education
The University of Texas-Pan American 1976 — 1980
BBA, Finance
PNC Wealth Management May 2013 - Present
BB&T May 2011 - May 2013
SunTrust Bank April 2004 - May 2011
BB&T January 2002 - April 2004
Wachovia Bank 2000 - 2002
American Express Financial Advisors 1992 - 2000
Merrill Lynch 1983 - 1985
Skills
Wealth Management, Wealth, Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management..., Financial Services, Finance, High Net Worth..., Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Financial Planning
Education
The University of Texas-Pan American 1976 — 1980
BBA, Finance
Gary Gehm's PNC Wealth Management Experience June 2010 - Present
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 2010 - Present
Legg Mason Investment Counsel December 2006 - March 2010
Northern Trust 1995 - 2006
Education
The John Marshall Law School 1985 — 1989
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
B.S., Accountancy
PNC Wealth Management June 2010 - Present
Legg Mason Investment Counsel December 2006 - March 2010
Northern Trust 1995 - 2006
Education
The John Marshall Law School 1985 — 1989
JD, Law
University of Illinois at Urbana-Champaign - College of Business 1974 — 1978
B.S., Accountancy
Evan Durst's PNC Wealth Management Experience November 2013 - May 2015
Job Trust Advisor, Officer at PNC Wealth Management
Industry Law Practice
Experience
PNC June 2015 - Present
PNC Wealth Management November 2013 - May 2015
Jewish Federation of Greater Pittsburgh May 2012 - November 2013
Jewish Federation of Greater Pittsburgh July 2011 - May 2012
Envinronmental Protection Agency January 2011 - May 2011
Office of the Attorney General for D.C May 2010 - August 2010
University of Pittsburgh Environmental Law Clinic January 2010 - May 2010
Citizens for Altmire August 2009 - January 2010
Skills
Non-profits, Research, Legal Research, Legal Writing, Westlaw, Fundraising, Public Speaking, Environmental Law, Administrative Law, Event Planning, Community Outreach, Nonprofits, Public Policy, Policy Analysis, Social Media, Policy
Education
University of Pittsburgh School of Law 2008 — 2011
Juris Doctorate (J.D.), Law
University of Pittsburgh 2003 — 2008
Bachelor of Arts, Political Science
PNC June 2015 - Present
PNC Wealth Management November 2013 - May 2015
Jewish Federation of Greater Pittsburgh May 2012 - November 2013
Jewish Federation of Greater Pittsburgh July 2011 - May 2012
Envinronmental Protection Agency January 2011 - May 2011
Office of the Attorney General for D.C May 2010 - August 2010
University of Pittsburgh Environmental Law Clinic January 2010 - May 2010
Citizens for Altmire August 2009 - January 2010
Skills
Non-profits, Research, Legal Research, Legal Writing, Westlaw, Fundraising, Public Speaking, Environmental Law, Administrative Law, Event Planning, Community Outreach, Nonprofits, Public Policy, Policy Analysis, Social Media, Policy
Education
University of Pittsburgh School of Law 2008 — 2011
Juris Doctorate (J.D.), Law
University of Pittsburgh 2003 — 2008
Bachelor of Arts, Political Science
Nancy Notaro's PNC Wealth Management Experience April 1996 - April 2010
Job Investment Management Professional
Industry Investment Management
Experience
PNC Wealth Management April 1996 - April 2010
Education
University of Baltimore
Master of Science, Finance
PNC Wealth Management April 1996 - April 2010
Education
University of Baltimore
Master of Science, Finance
Yolande Prevo's PNC Wealth Management Experience November 2002 - Present
Job TA, Wealth Management at PNC Bank
Industry Financial Services
Experience
PNC Wealth Management November 2002 - Present
Education
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
PNC Wealth Management November 2002 - Present
Education
University of Phoenix 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Wayne A. Rodney's PNC Wealth Management Experience January 2008 - Present
Job Senior Trust Advisor and Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2008 - Present
PNC, Wealth Management January 2008 - Present
The Collins Firm December 1998 - January 2008
SunTrust Trust & Investment Group December 1997 - December 1998
Federal Judicial Center June 1996 - September 1996
Judge Alexander Williams January 1996 - May 1996
Skills
Estate Planning, Wealth Transfer Planning, High Net Worth..., Comprehensive Wealth..., Wealth Preservation..., Trust Services, Banking, Succession Planning
Education
District of Columbia
State Bar of Maryland
University of Maryland Francis King Carey School of Law
Juris Doctor
University of Miami
Bachelor of Arts, Business Administration; International Finance and Marketing
PNC Wealth Management January 2008 - Present
PNC, Wealth Management January 2008 - Present
The Collins Firm December 1998 - January 2008
SunTrust Trust & Investment Group December 1997 - December 1998
Federal Judicial Center June 1996 - September 1996
Judge Alexander Williams January 1996 - May 1996
Skills
Estate Planning, Wealth Transfer Planning, High Net Worth..., Comprehensive Wealth..., Wealth Preservation..., Trust Services, Banking, Succession Planning
Education
District of Columbia
State Bar of Maryland
University of Maryland Francis King Carey School of Law
Juris Doctor
University of Miami
Bachelor of Arts, Business Administration; International Finance and Marketing
JARED SZRAMOWSKI's PNC Wealth Management Experience September 2006 - Present
Job SUPPORT ACCOUNTANT at PNC Wealth Management
Industry Financial Services
Experience
PNC Bank January 2008 - Present
PNC Wealth Management September 2006 - Present
PNC Bank September 2006 - December 2007
Stivers Staffing Services February 2006 - September 2006
UPMC September 2003 - September 2005
Skills
Microsoft Office, EXCELLENT WRITTEN AND..., Mentoring, Outlook, Administrative..., Lotus Notes, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Pittsburgh School of Law 2013 — 2016
University of Pittsburgh 2004 — 2006
Bachelor's degree, History
University of Pittsburgh 2004 — 2006
Bachelor of Arts, History
PNC Bank January 2008 - Present
PNC Wealth Management September 2006 - Present
PNC Bank September 2006 - December 2007
Stivers Staffing Services February 2006 - September 2006
UPMC September 2003 - September 2005
Skills
Microsoft Office, EXCELLENT WRITTEN AND..., Mentoring, Outlook, Administrative..., Lotus Notes, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Pittsburgh School of Law 2013 — 2016
University of Pittsburgh 2004 — 2006
Bachelor's degree, History
University of Pittsburgh 2004 — 2006
Bachelor of Arts, History
Gina Palazzo's PNC Wealth Management Experience March 2014 - Present
Job Associate Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Management, Spanish, Analysis, PowerPoint, Forecasting, Microsoft Office, Bloomberg Terminal, Microsoft Word, Investment Management, FactSet, Access, Morningstar Office, Brazilian Portuguese, Eviews
Education
University of Louisville 2010 — 2014
Bachelor's of Science in Business Administration, Finance
Universitat Autònoma de Barcelona 2013 — 2013
Economics and Spanish Language
PNC Wealth Management March 2014 - Present
Skills
Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Management, Spanish, Analysis, PowerPoint, Forecasting, Microsoft Office, Bloomberg Terminal, Microsoft Word, Investment Management, FactSet, Access, Morningstar Office, Brazilian Portuguese, Eviews
Education
University of Louisville 2010 — 2014
Bachelor's of Science in Business Administration, Finance
Universitat Autònoma de Barcelona 2013 — 2013
Economics and Spanish Language
Cole Waller's PNC Wealth Management Experience July 2010 - October 2010
Job Independent Contractor Senior Training Consultant
Industry Financial Services
Experience
Self-employed Independent Contractor - Senior Training ConsultantPNC MortgageNovember 2012 - April 2013
Kindred Healthcare March 2012 - October 2012
PNC Mortgage December 2011 - March 2012
Wells Fargo Home Mortgage August 2010 - December 2011
PNC Wealth Management July 2010 - October 2010
PNC Mortgage March 2010 - May 2010
Wells Fargo Home Mortgage July 2006 - September 2009
Ameriprise Financial Services, Inc. June 2004 - July 2006
Ameriprise Financial Services, Inc. October 2002 - May 2004
Pillsbury United Communities January 2000 - September 2002
Skills
Training, Change Management, Budgets, Customer Service, E-Learning, Instructor-led Training, Mortgage Lending, Instructional Design, Quality Assurance, Sales, Management, Project Management, Employee Training, Loans, Human Resources, Leadership Development, Leadership, Vendor Management, Interviews, Access, Finance, Analysis, Integration
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (B.S.), Psychology/Family Social Science
Self-employed Independent Contractor - Senior Training ConsultantPNC MortgageNovember 2012 - April 2013
Kindred Healthcare March 2012 - October 2012
PNC Mortgage December 2011 - March 2012
Wells Fargo Home Mortgage August 2010 - December 2011
PNC Wealth Management July 2010 - October 2010
PNC Mortgage March 2010 - May 2010
Wells Fargo Home Mortgage July 2006 - September 2009
Ameriprise Financial Services, Inc. June 2004 - July 2006
Ameriprise Financial Services, Inc. October 2002 - May 2004
Pillsbury United Communities January 2000 - September 2002
Skills
Training, Change Management, Budgets, Customer Service, E-Learning, Instructor-led Training, Mortgage Lending, Instructional Design, Quality Assurance, Sales, Management, Project Management, Employee Training, Loans, Human Resources, Leadership Development, Leadership, Vendor Management, Interviews, Access, Finance, Analysis, Integration
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (B.S.), Psychology/Family Social Science
Brett Hyman's PNC Wealth Management Experience August 2013 - August 2013
Job Internship at Daniel Insurance Agency
Industry
Experience
Collegiate Marketing August 2015 - August 2015
Daniel Life Insurance Agency June 2015 - July 2015
Hot Bagels & More June 2014 - August 2014
Rick Steele's Gulf August 2013 - June 2014
Guiseppe's October 2013 - May 2014
PNC Wealth Management August 2013 - August 2013
Lower Makefield Township Snack Bar June 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Teamwork, Restaurants, Food, Customer Service, Cash Register
Education
University of Delaware 2014 — 2018
Collegiate Marketing August 2015 - August 2015
Daniel Life Insurance Agency June 2015 - July 2015
Hot Bagels & More June 2014 - August 2014
Rick Steele's Gulf August 2013 - June 2014
Guiseppe's October 2013 - May 2014
PNC Wealth Management August 2013 - August 2013
Lower Makefield Township Snack Bar June 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Teamwork, Restaurants, Food, Customer Service, Cash Register
Education
University of Delaware 2014 — 2018
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank