• Member of the team responsible for overseeing all aspects of PNC Investments' $13 billion Managed Account program with nearly 90,000 accounts• Worked directly with PNCI's 750 financial advisors to promote and educate on the use of the firm's Managed Account products, which consists of three individual programs: Capital Directions (Unified Managed Account - UMA), Portfolio Solutions (Non-Discretionary Advisory - NDA), and PNC Directions (Affiliated Mutual Fund Wrap - MFW)• Subject matter expert for all aspects of PNCI’s Managed Account business, including proposal generation, performance reporting, and manager research and selection• Previously responsible for PNCI's Premier Directions (Separately Managed Account - SMA) and Strategic Directions (Unified Managed Account - UMA) programs; Strategic Directions program assets increased from $100 million to over $1.1 billion from 2011 to 2015• Led the addition of alternative strategy mutual funds to PNCI's Managed Accounts models• Secretary for PNCI's Investment Due Diligence Product Development Oversight Committee (IDD PDOC), the committee responsible for deciding on changes across PNCI's product spectrum; responsibilities included planning and running monthly meetings and compiling and distributing minutes for each meeting• Effectively communicated Managed Account platform changes and updates to PNCI’s sales force• Led numerous processes and tasks involving UMA product construction during PNCI’s Managed Account platform conversion including building asset allocation models, manager onboarding, and training advisors on the new platform and processes• Led the development of the Managed Account Annual Review, a summary of PNCI’s Managed Account business presented to senior management on a yearly basis • Conducted Managed Accounts training sessions as part of PNCI's New Hire Training

• Identified, selected, and monitored investment managers for a $200 million book of assets• Provided allocations for mutual fund, separate account, and variable annuity policies for high net worth clients• Implemented and maintained Wealth-Trac Client Consolidated Reporting where over 500 clients can view their entire investment portfolio through the company website• Created, monitored, and maintained three separate investment models for clients’ fee-based accounts; ran quarterly reallocation and rebalancing on over 250 accounts totaling over $20 million in assets• Implemented new 401k and 457b plans for corporate and municipal clients with over $2.5 million in assets; process included plan set-up, mutual fund selection, and participant enrollment

• Identified, selected, and monitored traditional and alternative external money managers, mutual funds, and exchange traded funds for the $40 billion Private Client Group (PCG)• Led the Manager Research Group’s (MRG) rigorous due diligence process on traditional and alternative money managers; the process consisted of sourcing managers, performing in-depth quantitative, qualitative, operational, and legal reviews, and continually monitoring the managers; the MRG maintained coverage of approximately 30 separately managed accounts, 150 mutual funds, and 10 alternative investment managers• Proposed optimal portfolio allocations and constructed investment portfolios for the PCG’s high net worth clients• Conducted quarterly reviews to monitor money managers for personnel changes, investment strategy or process changes, performance-related issues, and legal or regulatory issues

• Partnered with financial consultants to provide investment strategies that align with clients’ financial goals• Provided holdings based analysis for current and prospective clients• Proposed optimal portfolio allocations and recommended appropriate professional money managers and mutual funds• Supervised quarterly performance reporting production; reports were reviewed and mailed on time, increasing client satisfaction• Created, reviewed, and amended investment policy statements based on clients’ goals and objectives• Member of the Mutual Fund Focus List Committee, which determined the funds included on McDonald Investments’ Focus List

• Managed accounts for financial growth and sales/service development• Researched and assessed client portfolios for product diversity, balance, and long-term financial goals• Developed and maintained a $15 million book of assets primarily made up of private clients• Educated and consulted clients on their general understanding of all investment products that McDonald Investments offered including stocks, mutual funds, UITs, and fixed income products• Developed comprehensive financial plans for existing and potential clients using Blueprint Financial Planning software

• Worked with clients to help them achieve their long-term financial goals• Consulted clients on their general understanding of all financial products that H&R Block offered • Developed and maintained a $4 million book of assets• Generated accounts primarily through cold-calling and other marketing tools