Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Sr. Relationship Manager, SVP

  • Jan 2020 - 4 years

  Columbus, Ohio Area Senior Vice President



PNC Wealth Management

• Relationship Strategist

  • Jan 2016 - Dec 2019

  The Tower at PNC, Pittsburgh Primary point of contact for clients in my established book of business. Serving as a resource to encompass all areas of PNC Wealth Management, to include cash flow analysis and financial planning, estate planning guidance, private banking and asset management. Responsibilities also include engaging with external professionals promoting our capabilities in an effort to establish new business.

• Channel Development Advisor

  • Jul 2014 - Dec 2015

  Pittsburgh, Pa

• Banking Advisor, AVP

  • Apr 2013 - Jul 2014

  Pittsburgh, Pa



PNC

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Associate Banking Advisor

  • Jan 2011 - Mar 2013

  Two PNC Plaza, 620 Liberty Avenue, Pittsburgh, Pa 15222

• Wealth Management Sales & Service Specialist

  • Nov 2009 - Jan 2011

  Support Banking, Trust and Investment Advisors for a Legacy PNC Wealth Management Team



PNC Bank

• Financial Sales Consultant

  • Aug 2007 - Nov 2009

  McMurray, Pa