Adam Cusick

Adam Cusick Email and Phone Number

Commercial Lines Underwriter @ Auto-Owners Insurance
Coraopolis, PA, US
Adam Cusick's Location
Pittsburgh, Pennsylvania, United States, United States
Adam Cusick's Contact Details

Adam Cusick personal email

n/a
About Adam Cusick

Portfolio and Trust Administrator with 5 years of experience in wealth management and an additional 2 years of retail banking experience.Experience in Investment Management: minimizing market risk, tax risk, and growing assets under managementExperience with Fiduciary duties: compliance of all legal and fiduciary regulations, policies and procedures in accordance with governing documents and state law.High level knowledge of financial analysis, logic, economics, advanced mathematics, probability, and statistics.

Adam Cusick's Current Company Details
Auto-Owners Insurance

Auto-Owners Insurance

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Commercial Lines Underwriter
Coraopolis, PA, US
Website:
auto-owners.com
Employees:
5379
Adam Cusick Work Experience Details
  • Auto-Owners Insurance
    Commercial Lines Underwriter
    Auto-Owners Insurance
    Coraopolis, Pa, Us
    View
  • Pnc
    Portfolio & Trust Administrator – Premier Wealth
    Pnc Mar 2021 - Present
    Pittsburgh, Pennsylvania, United States
    • Engage in portfolio management and fiduciary administrative activities• Attention to detail and accuracy while processing distributions, account openings, account closings and other general account maintenance• Assist with the maintenance, risk management, and growth of assets under management by working with Wealth Advisoro Ensure asset allocations are within PNC guidelines and in line with client goalso Utilize and maintain separately managed accounts and unified managed accounts to further minimize market risk via diversification, and tax risk by minimizing capital gains tax liability• Assist with compliance of all legal and fiduciary regulations, policies and procedures in accordance with governing documents and state law.o Ensure discretionary distributions and closings processes are in line with governing documentation and state lawo Review and resolve all activities assigned by the Central Account Review Team• Manage multiple priorities to ensure all clients needs are being met in a timely manner• Problem solver for all miscellaneous issues that arise for the teams Wealth Advisors
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  • Pnc
    Investment Client Specialist
    Pnc Jul 2016 - Feb 2021
    Pittsburgh, Pennsylvania
    • Provide support to a group of Investment Advisors with approximately 22,000 investment accountso Draft, mail and file investment documentationo Process time sensitive requests to transfer assets and casho Answer main phone line as the primary client contacto Assist management in conducting monthly Investment Review Committee meetings
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  • Century V
    Soccer Coach
    Century V Aug 2015 - Aug 2016
    • Provided leadership and guidance to young men• Success was built upon communication, discipline, organization and adapting to challenges
  • First Commonwealth Bank
    Financial Service Associate
    First Commonwealth Bank Jun 2012 - Jul 2016
    Pittsburgh, Pa
    View

Adam Cusick Skills

Banking Credit Loans Customer Service Financial Analysis Finance Mathematics Economics Statistics Actuarial Science Data Analysis Microsoft Excel Investments Sales Research Microsoft Office Microsoft Powerpoint Leadership Public Speaking Time Management Teamwork Actuarial Exams Critical Thinking Resiliency Felixiblity Innovative Visual Basic For Applications Sql Risk Management

Adam Cusick Education Details

Frequently Asked Questions about Adam Cusick

What company does Adam Cusick work for?

Adam Cusick works for Auto-Owners Insurance

What is Adam Cusick's role at the current company?

Adam Cusick's current role is Commercial Lines Underwriter.

What is Adam Cusick's email address?

Adam Cusick's email address is jc****@****use.net

What schools did Adam Cusick attend?

Adam Cusick attended University Of Pittsburgh.

What skills is Adam Cusick known for?

Adam Cusick has skills like Banking, Credit, Loans, Customer Service, Financial Analysis, Finance, Mathematics, Economics, Statistics, Actuarial Science, Data Analysis, Microsoft Excel.

Who are Adam Cusick's colleagues?

Adam Cusick's colleagues are Christine Draper, Darren Weist, Emily Jefferson, Elorn Virgo, Cary Hayes, Monte Barrick, Geoffrey Britton.

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