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
Sheridan Fields Sheridan Fields's PNC Wealth Management Experience October 2013 - July 2015
Job Leads Analyst at U.S. Trust
Industry Financial Services
Experience
U.S. Trust July 2015 - Present
PNC Wealth Management October 2013 - July 2015
Brown Advisory June 2011 - February 2013
FTI Consulting May 2009 - August 2009
T. Rowe Price May 2008 - August 2008
T. Rowe Price May 2007 - August 2007
Skills
Sales, Financial Analysis, Analysis, Finance, Risk Management, Financial Modeling, Valuation, Marketing, Microsoft Excel
Education
Loyola Blakefield
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
U.S. Trust July 2015 - Present
PNC Wealth Management October 2013 - July 2015
Brown Advisory June 2011 - February 2013
FTI Consulting May 2009 - August 2009
T. Rowe Price May 2008 - August 2008
T. Rowe Price May 2007 - August 2007
Skills
Sales, Financial Analysis, Analysis, Finance, Risk Management, Financial Modeling, Valuation, Marketing, Microsoft Excel
Education
Loyola Blakefield
University of South Carolina - The Moore School of Business
Bachelor of Science (B.S.), Business/Managerial Economics
David Pallof Jr David Pallof Jr's PNC Wealth Management Experience June 2008 - May 2010
Job Vice President, Procedures Team Manager at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC October 2011 - May 2015
PNC Financial Services June 2010 - October 2011
PNC Wealth Management June 2008 - May 2010
Skills
Banking, Microsoft Excel, Process Improvement, MadCap Flare, Microsoft Office, Business Analysis, Financial Analysis, Risk Management, Lotus Notes, Loans, Leadership, Credit Analysis, Time Management
Education
Robert Morris University 2011 — 2012
Master's Degree, Organizational Leadership
University of Pittsburgh-Greensburg 2005 — 2008
Bachelor's degree, Business Management
PNC May 2015 - Present
PNC October 2011 - May 2015
PNC Financial Services June 2010 - October 2011
PNC Wealth Management June 2008 - May 2010
Skills
Banking, Microsoft Excel, Process Improvement, MadCap Flare, Microsoft Office, Business Analysis, Financial Analysis, Risk Management, Lotus Notes, Loans, Leadership, Credit Analysis, Time Management
Education
Robert Morris University 2011 — 2012
Master's Degree, Organizational Leadership
University of Pittsburgh-Greensburg 2005 — 2008
Bachelor's degree, Business Management
Michael Keeler Michael Keeler's PNC Wealth Management Experience October 2012 - May 2013
Job Analyst II Enterprise IT Major Incident Management at AmerisourceBergen
Industry Information Technology and Services
Experience
AmerisourceBergen May 2013 - Present
PNC Wealth Management October 2012 - May 2013
PNC Bank April 2010 - October 2012
Skills
Microsoft Excel, Management, Customer Satisfaction, Business Development, Customer Service, IT Service Management, Incident Management, Metrics, Business Intelligence, Change Management, Microsoft Office, Business Analysis, Leadership, SAP, Asset Managment, Siebel, Lotus Notes, Process Improvement, Availability Management, ITIL v3 Foundations..., Problem Solving, Cold Calling, Wealth Management, Trust Operations, Monarch Pro, Communication Skills, Consumer Insights, Customer Relations, Team Building
Education
University of Scranton 2005 — 2009
Bachelor of Science, Marketing - Kania School of Management (AACSB Accredited)
Scranton Preparatory School 2001 — 2005
High School Diploma
AmerisourceBergen May 2013 - Present
PNC Wealth Management October 2012 - May 2013
PNC Bank April 2010 - October 2012
Skills
Microsoft Excel, Management, Customer Satisfaction, Business Development, Customer Service, IT Service Management, Incident Management, Metrics, Business Intelligence, Change Management, Microsoft Office, Business Analysis, Leadership, SAP, Asset Managment, Siebel, Lotus Notes, Process Improvement, Availability Management, ITIL v3 Foundations..., Problem Solving, Cold Calling, Wealth Management, Trust Operations, Monarch Pro, Communication Skills, Consumer Insights, Customer Relations, Team Building
Education
University of Scranton 2005 — 2009
Bachelor of Science, Marketing - Kania School of Management (AACSB Accredited)
Scranton Preparatory School 2001 — 2005
High School Diploma
James McCarney, MBA James McCarney, MBA's PNC Wealth Management Experience April 2013 - Present
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2013 - Present
PNC Wealth Management January 2012 - April 2013
HW Financial Advisors February 2007 - December 2011
JMC Management, Inc. dba Baja Fresh November 2002 - December 2004
JMC Management January 1998 - November 2002
Skills
Business Planning, Asset Management, Financial Planning, Retirement Planning, Wealth Management, Trust Planning, Estate Planning, Investment Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1998
MBA, Finance
Villanova University 1989 — 1993
Batchelor of Arts, Economics & Spanish
PNC Wealth Management April 2013 - Present
PNC Wealth Management January 2012 - April 2013
HW Financial Advisors February 2007 - December 2011
JMC Management, Inc. dba Baja Fresh November 2002 - December 2004
JMC Management January 1998 - November 2002
Skills
Business Planning, Asset Management, Financial Planning, Retirement Planning, Wealth Management, Trust Planning, Estate Planning, Investment Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1998
MBA, Finance
Villanova University 1989 — 1993
Batchelor of Arts, Economics & Spanish
Heidi Stoltzfus Heidi Stoltzfus's PNC Wealth Management Experience 1992 - August 1994
Job Director of Advancement at Lancaster Mennonite School
Industry Primary/Secondary Education
Experience
Lancaster Mennonite School August 2001 - Present
Atlantic Coast Conference Mennonite Women January 2008 - December 2012
Lancaster Mennonite School August 1994 - November 2001
Tel Hai Retirement Community 1994 - 1998
PNC Wealth Management 1992 - August 1994
Ernst & Young May 1991 - November 1992
Skills
Fundraising, Non-profits, Program Development, Public Speaking, Volunteer Management, Staff Development, Community Outreach, Nonprofits, Curriculum Development, Budgets, Microsoft Office, Strategic Planning, Microsoft Word, Marketing, Philanthropy, Marketing Communications, Event Planning, Leadership Development, Public Relations, Higher Education, Teaching, Curriculum Design, Leadership, Planned Giving, Annual Giving, Stewardship, Resource Development, Grants, Donor Engagement, Youth Development, Grant Writing, Non-profit...
Education
University of Rio Grande and Rio Grande Community College 1988 — 1991
BS, Accounting, minor in management
Lancaster Mennonite School 1986 — 1988
Lancaster Mennonite School
Lancaster Mennonite School
Lancaster Mennonite School
Lancaster Mennonite School August 2001 - Present
Atlantic Coast Conference Mennonite Women January 2008 - December 2012
Lancaster Mennonite School August 1994 - November 2001
Tel Hai Retirement Community 1994 - 1998
PNC Wealth Management 1992 - August 1994
Ernst & Young May 1991 - November 1992
Skills
Fundraising, Non-profits, Program Development, Public Speaking, Volunteer Management, Staff Development, Community Outreach, Nonprofits, Curriculum Development, Budgets, Microsoft Office, Strategic Planning, Microsoft Word, Marketing, Philanthropy, Marketing Communications, Event Planning, Leadership Development, Public Relations, Higher Education, Teaching, Curriculum Design, Leadership, Planned Giving, Annual Giving, Stewardship, Resource Development, Grants, Donor Engagement, Youth Development, Grant Writing, Non-profit...
Education
University of Rio Grande and Rio Grande Community College 1988 — 1991
BS, Accounting, minor in management
Lancaster Mennonite School 1986 — 1988
Lancaster Mennonite School
Lancaster Mennonite School
Lancaster Mennonite School
Priti Jha Priti Jha'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 June 2014 - Present
IGATE March 2014 - June 2014
American Express March 2013 - June 2013
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Analysis, Leadership
Education
CFA Program,Level III candidate
University of Pune
Master's degree, Accounting
PNC Wealth Management January 2015 - Present
PNC June 2014 - Present
IGATE March 2014 - June 2014
American Express March 2013 - June 2013
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Analysis, Leadership
Education
CFA Program,Level III candidate
University of Pune
Master's degree, Accounting
Pavel Petrash's PNC Wealth Management Experience June 2013 - Present
Job PNC Wealth Management Associate Relationship Manager
Industry Banking
Experience
PNC June 2014 - Present
PNC Wealth Management June 2013 - Present
PNC February 2012 - June 2013
eCoCarts LLC January 2011 - January 2012
Skills
Sales, Business Development, Sales Management, Opportunity..., Project Planning, Organizational..., Effective Communication, Analysis
Education
Wilkes University 2008 — 2009
MBA, International Business
University of Scranton 2004 — 2007
International Business, Finance, Russian, Spanish
PNC June 2014 - Present
PNC Wealth Management June 2013 - Present
PNC February 2012 - June 2013
eCoCarts LLC January 2011 - January 2012
Skills
Sales, Business Development, Sales Management, Opportunity..., Project Planning, Organizational..., Effective Communication, Analysis
Education
Wilkes University 2008 — 2009
MBA, International Business
University of Scranton 2004 — 2007
International Business, Finance, Russian, Spanish
Patricia O'Donnell's PNC Wealth Management Experience January 2001 - Present
Job Vice President Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management January 2001 - Present
Skills
Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Retirement Planning
Education
University of Scranton 1986 — 1990
Bachelor of Science (BS), Marketing/Marketing Management, General
PNC Wealth Management January 2001 - Present
Skills
Asset Allocation, Asset Management, Alternative Investments, Wealth Management, Retirement Planning
Education
University of Scranton 1986 — 1990
Bachelor of Science (BS), Marketing/Marketing Management, General
Eileen Wood's PNC Wealth Management Experience June 1994 - Present
Job Senior Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management June 1994 - Present
PNC Bank September 1989 - June 1994
PNC Bank September 1987 - September 1989
Skills
Wealth Management, Investment Advisory, Banking, Portfolio Management, Strategic Financial..., Investments, Asset Managment, High Net Worth..., Private Banking, Asset Allocation, Retirement Planning, Retail Banking, Investment Strategies, Investment Management, Asset Management, Finance, Loans, Alternative Investments, Wealth, Estate Planning, Credit, Financial Services, Risk Management, Commercial Lending, Wealth Management..., Financial Modeling, Private Equity, Financial Advisory, Treasury Management, Financial Analysis, Commercial Banking, Capital Markets, Due Diligence, Management, Bonds, Series 7, Securities, Tax, Hedge Funds, Equities, Valuation, Trust Services, Fixed Income, Mergers & Acquisitions, Mortgage Lending, Relationship Management
Education
University of Scranton 1981 — 1985
Bachelor of Arts (B.A.), Accounting
PNC Wealth Management June 1994 - Present
PNC Bank September 1989 - June 1994
PNC Bank September 1987 - September 1989
Skills
Wealth Management, Investment Advisory, Banking, Portfolio Management, Strategic Financial..., Investments, Asset Managment, High Net Worth..., Private Banking, Asset Allocation, Retirement Planning, Retail Banking, Investment Strategies, Investment Management, Asset Management, Finance, Loans, Alternative Investments, Wealth, Estate Planning, Credit, Financial Services, Risk Management, Commercial Lending, Wealth Management..., Financial Modeling, Private Equity, Financial Advisory, Treasury Management, Financial Analysis, Commercial Banking, Capital Markets, Due Diligence, Management, Bonds, Series 7, Securities, Tax, Hedge Funds, Equities, Valuation, Trust Services, Fixed Income, Mergers & Acquisitions, Mortgage Lending, Relationship Management
Education
University of Scranton 1981 — 1985
Bachelor of Arts (B.A.), Accounting
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