PNC Wealth Management (Unofficial)
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PNC Wealth Management (Unofficial) Employees
Employee
Years
Job
Industry
Jaimie Shrieve Jaimie Shrieve's PNC Wealth Management (Unofficial) Experience September 2012 - March 2014
Job Investment Assistant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
PNC Wealth Management (Unofficial) September 2012 - March 2014
JPMorgan Chase June 2002 - September 2012
Skills
Series 7
Education
Ball State University
Bachelor's degree
University of Phoenix-Indianapolis Campus
Master of Business Administration (MBA)
JPMorgan Chase April 2014 - Present
PNC Wealth Management (Unofficial) September 2012 - March 2014
JPMorgan Chase June 2002 - September 2012
Skills
Series 7
Education
Ball State University
Bachelor's degree
University of Phoenix-Indianapolis Campus
Master of Business Administration (MBA)
Robyn Cole, CFP® Robyn Cole, CFP®'s PNC Wealth Management (Unofficial) Experience July 2014 - Present
Job Vice President/Sr. Trust Advisor PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) July 2014 - Present
Merrill Lynch November 2012 - July 2014
Skills
Series 7, Series 63, Series 65, Financial Planners, Insurance
Education
Austin Peay State University 1991 — 1993
PNC Wealth Management (Unofficial) July 2014 - Present
Merrill Lynch November 2012 - July 2014
Skills
Series 7, Series 63, Series 65, Financial Planners, Insurance
Education
Austin Peay State University 1991 — 1993
Mary Ellen Brown Mary Ellen Brown's PNC Wealth Management (Unofficial) Experience April 2014 - Present
Job Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) April 2014 - Present
PNC Wealth Management October 2011 - April 2014
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Allocation, Trust Management, Alternative Investments, Equities, Finance, Financial Planning, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Wealth Management...
Education
Eckerd College 1999 — 2003
Bachelor of Arts (B.A.)
Widener University
Certificate in Paralegal Studies
PNC Wealth Management (Unofficial) April 2014 - Present
PNC Wealth Management October 2011 - April 2014
Skills
Retirement Planning, Wealth Management, Estate Planning, Asset Management, Asset Allocation, Trust Management, Alternative Investments, Equities, Finance, Financial Planning, High Net Worth..., Investment Advisory, Investments, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Wealth Management...
Education
Eckerd College 1999 — 2003
Bachelor of Arts (B.A.)
Widener University
Certificate in Paralegal Studies
Daniel Wilkinson's PNC Wealth Management (Unofficial) Experience August 2014 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Mortgage August 2012 - August 2014
Wells Fargo Bank April 2012 - August 2012
Healthcare Services Group, Inc December 2011 - April 2012
Althea's Attic May 2011 - November 2011
Skills
Microsoft Office, SPSS, Marketing Research, Multimedia, Problem Solving, Strategic Planning, Account Management, Marketing Strategy, Social Media Marketing, Product Marketing, Sales Management, Direct Sales, Sales Process, Outstanding..., Interpersonal Leadership, Event Management, Mathematics, Banking, SVT, CRM, Customer Service, Customer Retention, Customer Acquisition, Economics, Economic Research, Android, Social Media, Data Entry, Data Analysis, Internet, Writing, Resume Writing, Hospitality Management, Hospitality Finance, Hospitality Projects, Retail Banking, Advertising, Radio Advertising, Advertising Research, Sales Promotion, Social Promotion, Idea Generation, Creativity, Creative Strategy, Key Account Management, Exceptional verbal, Leadership, Bookkeeping, Organization, Relocation
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, GPA 3.31
Clayton High School 2004 — 2008
3.8
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Mortgage August 2012 - August 2014
Wells Fargo Bank April 2012 - August 2012
Healthcare Services Group, Inc December 2011 - April 2012
Althea's Attic May 2011 - November 2011
Skills
Microsoft Office, SPSS, Marketing Research, Multimedia, Problem Solving, Strategic Planning, Account Management, Marketing Strategy, Social Media Marketing, Product Marketing, Sales Management, Direct Sales, Sales Process, Outstanding..., Interpersonal Leadership, Event Management, Mathematics, Banking, SVT, CRM, Customer Service, Customer Retention, Customer Acquisition, Economics, Economic Research, Android, Social Media, Data Entry, Data Analysis, Internet, Writing, Resume Writing, Hospitality Management, Hospitality Finance, Hospitality Projects, Retail Banking, Advertising, Radio Advertising, Advertising Research, Sales Promotion, Social Promotion, Idea Generation, Creativity, Creative Strategy, Key Account Management, Exceptional verbal, Leadership, Bookkeeping, Organization, Relocation
Education
University of North Carolina at Wilmington 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, GPA 3.31
Clayton High School 2004 — 2008
3.8
Melissa Chestnut's PNC Wealth Management (Unofficial) Experience 2014 - Present
Job Team Leader at PNC Bank
Industry Banking
Experience
PNC Wealth Management (Unofficial) 2014 - Present
Skills
Banking, Leadership, Microsoft Office, Financial Services, Project Management, Commercial Banking, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management, General
PNC Wealth Management (Unofficial) 2014 - Present
Skills
Banking, Leadership, Microsoft Office, Financial Services, Project Management, Commercial Banking, Customer Service, Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Heather Ott Heather Ott's PNC Wealth Management (Unofficial) Experience December 2014 - July 2015
Job Private Client Group Relationship Manager
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) December 2014 - July 2015
PNC July 2013 - December 2014
JPMorgan Chase March 2011 - June 2013
Education
Eastern Michigan University 2004 — 2010
Bachelor of Business Administration (BBA), Retail Management
PNC Wealth Management (Unofficial) December 2014 - July 2015
PNC July 2013 - December 2014
JPMorgan Chase March 2011 - June 2013
Education
Eastern Michigan University 2004 — 2010
Bachelor of Business Administration (BBA), Retail Management
Kristin McCarthy's PNC Wealth Management (Unofficial) Experience July 2014 - Present
Job Assistant Vice President, Marketing at PNC Wealth Management
Industry Events Services
Experience
PNC Wealth Management (Unofficial) July 2014 - Present
PNC Bank August 2011 - July 2014
PNC Wealth Management 2010 - July 2011
Devon Theatre 2010 - 2011
Philadelphia Zoo January 2008 - April 2010
Adventure Aquarium January 2007 - January 2008
Walt Disney World College Program 2004 - 2006
Y100 2003 - 2005
Free Library of Philadelphia August 1996 - January 2004
Skills
Cvent, Microsoft Office, Photoshop, Adobe Acrobat, Event Management, Lotus Notes, Outlook, Project Management, Demand Management, Meeting Planning, Corporate Events, Events Coordination, Six Sigma, Lean Tools, Advertising, Event Planning, Management, Email Marketing, Social Networking, Training, Budgets, Social Media Marketing, Time Management, Marketing Communications, Fundraising, Public Relations, Marketing
Education
Temple University 2001 — 2006
BA, Communication
Philadelphia High School for Girls 1997 — 2001
High School Diploma
PNC Wealth Management (Unofficial) July 2014 - Present
PNC Bank August 2011 - July 2014
PNC Wealth Management 2010 - July 2011
Devon Theatre 2010 - 2011
Philadelphia Zoo January 2008 - April 2010
Adventure Aquarium January 2007 - January 2008
Walt Disney World College Program 2004 - 2006
Y100 2003 - 2005
Free Library of Philadelphia August 1996 - January 2004
Skills
Cvent, Microsoft Office, Photoshop, Adobe Acrobat, Event Management, Lotus Notes, Outlook, Project Management, Demand Management, Meeting Planning, Corporate Events, Events Coordination, Six Sigma, Lean Tools, Advertising, Event Planning, Management, Email Marketing, Social Networking, Training, Budgets, Social Media Marketing, Time Management, Marketing Communications, Fundraising, Public Relations, Marketing
Education
Temple University 2001 — 2006
BA, Communication
Philadelphia High School for Girls 1997 — 2001
High School Diploma
Meghan Marano's PNC Wealth Management (Unofficial) Experience October 2014 - Present
Job Sales & Service Specialist Coordinator at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Bank March 2012 - September 2014
PNC March 2011 - February 2012
Hollister Co. October 2008 - March 2011
Skills
Loans, Consumer Lending, Banking, Credit, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Cross Selling, Financial Services, Credit Risk, Finance, Cash Management, Branch Banking, Deposits, Credit Cards, Branch Management, Relationship Management, Refinance, Merchant Services, Team Leadership, Funding, Portfolio Management, Investments, Financial Analysis, Coaching, Sales, Risk Management, Time Management, Customer Retention, Management
Education
Kent State University 2011 — 2014
Organizational Communication, Organizational Communication, General
Lakeland Community College 2009 — 2011
Transfer Student, General Studies
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Bank March 2012 - September 2014
PNC March 2011 - February 2012
Hollister Co. October 2008 - March 2011
Skills
Loans, Consumer Lending, Banking, Credit, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Lines Of Credit, Cross Selling, Financial Services, Credit Risk, Finance, Cash Management, Branch Banking, Deposits, Credit Cards, Branch Management, Relationship Management, Refinance, Merchant Services, Team Leadership, Funding, Portfolio Management, Investments, Financial Analysis, Coaching, Sales, Risk Management, Time Management, Customer Retention, Management
Education
Kent State University 2011 — 2014
Organizational Communication, Organizational Communication, General
Lakeland Community College 2009 — 2011
Transfer Student, General Studies
LaShauna Thomas, MBA's PNC Wealth Management (Unofficial) Experience August 2013 - Present
Job Quality Assurance Associate II at PNC
Industry Financial Services
Experience
PNC April 2015 - Present
PNC Wealth Management (Unofficial) August 2013 - Present
Valley Forge Asset Management December 2011 - August 2013
Wells Fargo April 2010 - December 2011
TD April 2007 - April 2010
Rosemont College January 2009 - December 2009
Rosemont College August 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning
Education
Rosemont College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rosemont College 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
PNC April 2015 - Present
PNC Wealth Management (Unofficial) August 2013 - Present
Valley Forge Asset Management December 2011 - August 2013
Wells Fargo April 2010 - December 2011
TD April 2007 - April 2010
Rosemont College January 2009 - December 2009
Rosemont College August 2005 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Event Planning
Education
Rosemont College 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rosemont College 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
Levi Zsuppan Levi Zsuppan's PNC Wealth Management (Unofficial) Experience August 2014 - Present
Job Associate Relationship Manager at PNC Wealth Management
Industry Law Practice
Experience
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Wealth Management June 2013 - August 2013
The Pennsylvania State University Dickinson School of Law January 2013 - May 2013
Cambria County District Attorney's Office May 2012 - August 2012
Penn State University Athletics January 2008 - May 2011
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Juris Doctor
Penn State University 2007 — 2011
Liberal Arts: B.A, Political Science, English
PNC Wealth Management (Unofficial) August 2014 - Present
PNC Wealth Management June 2013 - August 2013
The Pennsylvania State University Dickinson School of Law January 2013 - May 2013
Cambria County District Attorney's Office May 2012 - August 2012
Penn State University Athletics January 2008 - May 2011
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
Juris Doctor
Penn State University 2007 — 2011
Liberal Arts: B.A, Political Science, English
Maria Guiliani's PNC Wealth Management (Unofficial) Experience May 2014 - Present
Job Trust Administration Representative II at PNC
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) May 2014 - Present
PNC Wealth Management December 2012 - February 2014
PNC Bank December 2011 - December 2012
PNC September 2010 - December 2011
PNC August 2009 - September 2010
Skills
Wealth Management, PeopleSoft, Asset Allocation, Microsoft Office, Lotus Notes, Estate Planning, Securities, Strategic Financial..., Trust Services, Siebel, AmTrust, Wealth Management..., Retirement Planning, Investment Advisory, Genesis, Quickbooks Pro, Wills, Asset Management, Accounting, Corporate Tax, QuickBooks, Financial Planning, Financial Services
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Accounting and Management
Boston University
CFP
PNC Wealth Management (Unofficial) May 2014 - Present
PNC Wealth Management December 2012 - February 2014
PNC Bank December 2011 - December 2012
PNC September 2010 - December 2011
PNC August 2009 - September 2010
Skills
Wealth Management, PeopleSoft, Asset Allocation, Microsoft Office, Lotus Notes, Estate Planning, Securities, Strategic Financial..., Trust Services, Siebel, AmTrust, Wealth Management..., Retirement Planning, Investment Advisory, Genesis, Quickbooks Pro, Wills, Asset Management, Accounting, Corporate Tax, QuickBooks, Financial Planning, Financial Services
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Accounting and Management
Boston University
CFP
Candace Lovett Candace Lovett's PNC Wealth Management (Unofficial) Experience October 2012 - May 2013
Job Promotions Execution Analyst at Office Depot
Industry Marketing and Advertising
Experience
Office Depot March 2015 - August 2015
Office Depot May 2013 - March 2015
PNC Wealth Management (Unofficial) October 2012 - May 2013
True Religion Brand Jeans April 2010 - August 2012
Skills
Recruiting, Management, Sales, Interviews, Visual Merchandising, Event Planning, Merchandising, Communication, Proofreading, Loss Prevention, Hiring
Education
North Georgia College and State University 2008 — 2012
Bachelor of Business Administration (BBA)
Office Depot March 2015 - August 2015
Office Depot May 2013 - March 2015
PNC Wealth Management (Unofficial) October 2012 - May 2013
True Religion Brand Jeans April 2010 - August 2012
Skills
Recruiting, Management, Sales, Interviews, Visual Merchandising, Event Planning, Merchandising, Communication, Proofreading, Loss Prevention, Hiring
Education
North Georgia College and State University 2008 — 2012
Bachelor of Business Administration (BBA)
Adam Haber's PNC Wealth Management (Unofficial) Experience September 2014 - Present
Job PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) September 2014 - Present
PNC Bank September 2012 - September 2014
Skills
Private Banking, Credit Analysis, Financial Analysis, Commercial Lending, Lines Of Credit, Mortgage Lending, Credit, Derivatives, Interest Rate Swaps, Portfolio Management, Liquidity Solutions, Securities Lending, Consultative Services, Asset Management, Microsoft Excel
Education
Penn State University 2007 — 2011
Bachelor's degree, Political Science
PNC Wealth Management (Unofficial) September 2014 - Present
PNC Bank September 2012 - September 2014
Skills
Private Banking, Credit Analysis, Financial Analysis, Commercial Lending, Lines Of Credit, Mortgage Lending, Credit, Derivatives, Interest Rate Swaps, Portfolio Management, Liquidity Solutions, Securities Lending, Consultative Services, Asset Management, Microsoft Excel
Education
Penn State University 2007 — 2011
Bachelor's degree, Political Science
Stephen Moy, CFA Stephen Moy, CFA's PNC Wealth Management (Unofficial) Experience November 2014 - Present
Job Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
PNC Wealth Management (Unofficial) November 2014 - Present
Wells Fargo March 2011 - November 2014
JPMorgan February 1992 - October 2010
JPMorgan October 1989 - January 1992
Skills
Wealth Management, Asset Allocation, Portfolio Management, Equities, Equity Derivatives, Private Equity, Fixed Income, Investment Advisory, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Business Development, Capital Markets, Derivatives, Due Diligence, Economics, Equity Valuation, Financial Modeling, Funding, Hedging, Investment Management, High Net Worth..., Investments, Investment Strategies, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Structured Finance, Wealth Management..., Venture Capital
Education
The University of Chicago - Booth School of Business
MBA, Accounting and Finance
University of Iowa
BS, Economics
Jean Marie Buckwalter's PNC Wealth Management (Unofficial) Experience September 2014 - Present
Job Sales and Service at PNC Wealth Management (Unofficial)
Industry Banking
Experience
PNC Wealth Management (Unofficial) September 2014 - Present
JB Consulting Inc. 2008 - 2014
NFFP 2010 - 2012
Kruger Inc. 2008 - 2010
Cascades Specialty Paper 2006 - 2007
Tembec formerly Crown Vantage 1999 - 2005
Skills
New Product Development, Marketing Strategy, Benchmarking, Sales Management, New Business Development, Consulting, International Sales, Business Analysis, Strategic Planning, Market Research, Stage-Gate, Best Practices, Building Relationships, Communication, Competitive Analysis, Forecasting, Manufacturing, Continuous Improvement, Purchasing, Management, Leadership, Sales, Marketing, Product Development
Education
Neumann College 1987 — 1989
Bachelor's degree, Business Administration and Management, General
Delaware County Christian School
Business Administration and Management, General
PNC Wealth Management (Unofficial) September 2014 - Present
JB Consulting Inc. 2008 - 2014
NFFP 2010 - 2012
Kruger Inc. 2008 - 2010
Cascades Specialty Paper 2006 - 2007
Tembec formerly Crown Vantage 1999 - 2005
Skills
New Product Development, Marketing Strategy, Benchmarking, Sales Management, New Business Development, Consulting, International Sales, Business Analysis, Strategic Planning, Market Research, Stage-Gate, Best Practices, Building Relationships, Communication, Competitive Analysis, Forecasting, Manufacturing, Continuous Improvement, Purchasing, Management, Leadership, Sales, Marketing, Product Development
Education
Neumann College 1987 — 1989
Bachelor's degree, Business Administration and Management, General
Delaware County Christian School
Business Administration and Management, General
Dmitriy Budilov's PNC Wealth Management (Unofficial) Experience August 2014 - Present
Job Sales and Service Investment Specialist at PNC Wealth Management (Unofficial)
Industry Investment Banking
Experience
PNC Wealth Management (Unofficial) August 2014 - Present
PNC August 2011 - August 2014
Skills
Sales, Investments, Mortgage Lending, Banking, Credit, Insurance, Risk Management, Portfolio Management, Financial Analysis, Finance
Education
University of Pittsburgh 2012 — 2015
Bachelor's Degree, Economics
University of Phoenix 2009 — 2011
Associates, Business
PNC Wealth Management (Unofficial) August 2014 - Present
PNC August 2011 - August 2014
Skills
Sales, Investments, Mortgage Lending, Banking, Credit, Insurance, Risk Management, Portfolio Management, Financial Analysis, Finance
Education
University of Pittsburgh 2012 — 2015
Bachelor's Degree, Economics
University of Phoenix 2009 — 2011
Associates, Business
Jamie Fawell's PNC Wealth Management (Unofficial) Experience February 2014 - Present
Job Associate Relationship Manager, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management (Unofficial) February 2014 - Present
PNC June 2011 - February 2014
PNC February 2009 - June 2011
PNC October 2007 - February 2009
East Baltimore Development, Inc. April 2007 - October 2007
Maryland Department of Budget and Management 2005 - 2007
Maryland Department of Budget and Management 2004 - 2005
Education
St. Mary's College of Maryland 1999 — 2003
BA, Mathematics and Economics
PNC Wealth Management (Unofficial) February 2014 - Present
PNC June 2011 - February 2014
PNC February 2009 - June 2011
PNC October 2007 - February 2009
East Baltimore Development, Inc. April 2007 - October 2007
Maryland Department of Budget and Management 2005 - 2007
Maryland Department of Budget and Management 2004 - 2005
Education
St. Mary's College of Maryland 1999 — 2003
BA, Mathematics and Economics
Audrey Benner's PNC Wealth Management (Unofficial) Experience November 2010 - Present
Job Sales and Service Specialist at PNC Wealth Management (Unofficial)
Industry Legal Services
Experience
PNC Wealth Management (Unofficial) November 2010 - Present
Gibbel Kraybill and Hess, LLP September 2009 - November 2010
The Computer Merchant January 2009 - December 2009
The Computer Merchant June 2008 - January 2009
JRW Marketing Group June 2007 - June 2008
JRW Marketing 2007 - 2008
Skills
Vendor Management, Networking, Talent Acquisition, Leadership, Recruiting, Staffing Services, Contract Recruitment, Program Management, Internet Recruiting, Training
Education
Lebanon Valley College 2003 — 2007
BA, Economics
PNC Wealth Management (Unofficial) November 2010 - Present
Gibbel Kraybill and Hess, LLP September 2009 - November 2010
The Computer Merchant January 2009 - December 2009
The Computer Merchant June 2008 - January 2009
JRW Marketing Group June 2007 - June 2008
JRW Marketing 2007 - 2008
Skills
Vendor Management, Networking, Talent Acquisition, Leadership, Recruiting, Staffing Services, Contract Recruitment, Program Management, Internet Recruiting, Training
Education
Lebanon Valley College 2003 — 2007
BA, Economics
Horacio Chacon's PNC Wealth Management (Unofficial) Experience September 2013 - Present
Job Vice President, EagleBank
Industry Banking
Donelle Watson's PNC Wealth Management (Unofficial) Experience March 2014 - Present
Job Trust securities/wealth management @PNC OPERATIONS CENTER
Industry Investment Management
Experience
PNC Wealth Management (Unofficial) March 2014 - Present
PPG Industries June 2013 - July 2014
cleveland clerk of courts April 2008 - February 2013
National City Bank April 2005 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Project Management, Leadership, Outlook, Research, Strategic Planning, Team Building, Macintosh Applications, Bookkeeping, Recording, Accurate Record Keeping, Studio Recording, Data Entry, Sales, 10 Key, Retail Banking, Cash Handling Experience, Troubleshooting, Garageband, Valet Parking, Pro Tools, Solo Piano, Percussion, FL Studio, Mac OS, MacBook Pro, Warehousing, Human Resources, Filing, Customer Satisfaction
Education
Cuyahoga Community College
AAS, RECORDING ARTS &TECHNOLOGY
Villa Angela-St. Joseph High School
PNC Wealth Management (Unofficial) March 2014 - Present
PPG Industries June 2013 - July 2014
cleveland clerk of courts April 2008 - February 2013
National City Bank April 2005 - May 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Management, Project Management, Leadership, Outlook, Research, Strategic Planning, Team Building, Macintosh Applications, Bookkeeping, Recording, Accurate Record Keeping, Studio Recording, Data Entry, Sales, 10 Key, Retail Banking, Cash Handling Experience, Troubleshooting, Garageband, Valet Parking, Pro Tools, Solo Piano, Percussion, FL Studio, Mac OS, MacBook Pro, Warehousing, Human Resources, Filing, Customer Satisfaction
Education
Cuyahoga Community College
AAS, RECORDING ARTS &TECHNOLOGY
Villa Angela-St. Joseph High School
Patricia McConegly's PNC Wealth Management (Unofficial) Experience 2014 - Present
Job Associate Banking Advisor at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management (Unofficial) 2014 - Present
PNC Wealth Management October 2010 - Present
A division of PNC Bank November 2006 - October 2010
Skills
Loans, Banking, Consumer Lending, Retail Banking, Commercial Banking, Credit
Education
Penn State University 1974 — 1976
Accounting
PNC Wealth Management (Unofficial) 2014 - Present
PNC Wealth Management October 2010 - Present
A division of PNC Bank November 2006 - October 2010
Skills
Loans, Banking, Consumer Lending, Retail Banking, Commercial Banking, Credit
Education
Penn State University 1974 — 1976
Accounting
Shannon Emberton, CTFA's PNC Wealth Management (Unofficial) Experience October 2014 - Present
Job Sale & Service Coordinator at PNC Wealth Management (Unofficial)
Industry Financial Services
Experience
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
PNC Wealth Management (Unofficial) October 2014 - Present
PNC Wealth Management (Unofficial) 2014 - Present
Busey Wealth Management July 2013 - Present
PNC Wealth Management (Unofficial) 2014 - 2014
Busey Wealth Management July 2008 - July 2013
American Funds June 2005 - June 2008
Skills
Asset Management, Wealth Management, Investments, Wealth Management..., Portfolio Management, Retirement Planning, Banking, Investment Strategies, Retirement, Asset Allocation, Loans, Credit, Mortgage Lending, Retail Banking, Strategic Financial..., CTFA, Investment Advisory, Financial Planning
Education
Marian University 2000 — 2004
Bachelor of Science (BS), Economics
Randy Hope Steen's PNC Wealth Management (Unofficial) Experience April 2002 - April 2004
Job at The Law Office of Randy Hope Steen
Industry Law Practice
Experience
Robert Bovarnick and Associates September 2010 - Present
The Law Office of Randy Hope Steen April 1999 - Present
Karr Barth Private Client Group, LLC April 2004 - July 2010
PNC Wealth Management (Unofficial) April 2002 - April 2004
Law Office of Gerald S. Susman & associates 1993 - 1999
Skills
Estate Law, Retirement, Mediation, Training, Boundary Disputes, Retirement Planning, Asset Protection, Tax, Corporate Law, Estate Planning, Tax Law, Insurance, Litigation, Financial Advisory, Finance, Licensing, Estate Administration, Securities, Wills, Estate Tax Planning, Powers of Attorney, Trusts, Public Speaking, Strategy
Education
Temple University - James E. Beasley School of Law 1989 — 1992
JD, Law
Case Western Reserve University 1985 — 1989
Bachelor's degree, History
James Madison High School 1982 — 1985
HS Diploma
Robert Bovarnick and Associates September 2010 - Present
The Law Office of Randy Hope Steen April 1999 - Present
Karr Barth Private Client Group, LLC April 2004 - July 2010
PNC Wealth Management (Unofficial) April 2002 - April 2004
Law Office of Gerald S. Susman & associates 1993 - 1999
Skills
Estate Law, Retirement, Mediation, Training, Boundary Disputes, Retirement Planning, Asset Protection, Tax, Corporate Law, Estate Planning, Tax Law, Insurance, Litigation, Financial Advisory, Finance, Licensing, Estate Administration, Securities, Wills, Estate Tax Planning, Powers of Attorney, Trusts, Public Speaking, Strategy
Education
Temple University - James E. Beasley School of Law 1989 — 1992
JD, Law
Case Western Reserve University 1985 — 1989
Bachelor's degree, History
James Madison High School 1982 — 1985
HS Diploma
Jennifer Messa's PNC Wealth Management (Unofficial) Experience January 2011 - November 2014
Job Senior Relationship Manager at TD Wealth Management
Industry Law Practice
Experience
TD Wealth Management November 2014 - Present
PNC Wealth Management (Unofficial) January 2011 - November 2014
Unruh Turner Burke and Frees 2009 - 2011
Education
California Western School of Law
Doctor of Law (J.D.)
Chestnut Hill College
Bachelor of Arts (B.A.)
Temple University - James E. Beasley School of Law
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Estate Planning Certification
TD Wealth Management November 2014 - Present
PNC Wealth Management (Unofficial) January 2011 - November 2014
Unruh Turner Burke and Frees 2009 - 2011
Education
California Western School of Law
Doctor of Law (J.D.)
Chestnut Hill College
Bachelor of Arts (B.A.)
Temple University - James E. Beasley School of Law
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Estate Planning Certification
Stephanie Covahey's PNC Wealth Management (Unofficial) Experience July 2001 - November 2009
Job Trust Officer at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank November 2009 - Present
PNC Wealth Management (Unofficial) July 2001 - November 2009
Skills
Banking, Portfolio Management, Wealth Management, Investments, Financial Analysis
Education
Loyola College in Maryland
MBA, Finance
Towson University
BS, Business Admin
Susquehanna Bank November 2009 - Present
PNC Wealth Management (Unofficial) July 2001 - November 2009
Skills
Banking, Portfolio Management, Wealth Management, Investments, Financial Analysis
Education
Loyola College in Maryland
MBA, Finance
Towson University
BS, Business Admin
Robert Rominger's PNC Wealth Management (Unofficial) Experience July 2014 - Present
Job Trust Advisor & V.P at PNC Wealth Management (Unofficial)
Industry Law Practice
Experience
PNC Wealth Management (Unofficial) July 2014 - Present
Bingham Greenebaum Doll LLP October 2012 - Present
Office of Chief Counsel September 2011 - December 2011
Greenebaum Doll & McDonald PLLC May 2011 - July 2011
Lynch Cox Gilman & Goodman June 2010 - April 2011
Prescott's, Inc January 2005 - May 2009
La Paloma Golf Club March 2004 - December 2004
Skills
Estate Planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
Doctor of Law (J.D.)
University of Oklahoma 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Wealth Management (Unofficial) July 2014 - Present
Bingham Greenebaum Doll LLP October 2012 - Present
Office of Chief Counsel September 2011 - December 2011
Greenebaum Doll & McDonald PLLC May 2011 - July 2011
Lynch Cox Gilman & Goodman June 2010 - April 2011
Prescott's, Inc January 2005 - May 2009
La Paloma Golf Club March 2004 - December 2004
Skills
Estate Planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
Doctor of Law (J.D.)
University of Oklahoma 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Donna Kulka's PNC Wealth Management (Unofficial) Experience April 2013 - December 2013
Job Senior Analyst, Institutional Client Service at Victory Capital
Industry Investment Management
Experience
Victory Capital December 2013 - Present
PNC Wealth Management (Unofficial) April 2013 - December 2013
Victory Capital Management 2000 - May 2012
Key Asset Management 1997 - 2000
Society Asset Management 1992 - 1997
Skills
Equities, Bloomberg, Asset Allocation, Trading, Finance, Analysis
Education
Baldwin-Wallace College 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baldwin-Wallace College 1989 — 1992
Bachelor of Arts (B.A.), Accounting
Victory Capital December 2013 - Present
PNC Wealth Management (Unofficial) April 2013 - December 2013
Victory Capital Management 2000 - May 2012
Key Asset Management 1997 - 2000
Society Asset Management 1992 - 1997
Skills
Equities, Bloomberg, Asset Allocation, Trading, Finance, Analysis
Education
Baldwin-Wallace College 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baldwin-Wallace College 1989 — 1992
Bachelor of Arts (B.A.), Accounting