At PNC Wealth Management, advisors work with clients to develop strategies that can range from investment management and estate planning to trust administration and private foundation management. As an Investment Advisor I am responsible for developing and executing an investment strategy that encompasses every aspect of our clients financial life. Investment management is a significant component of PNC's comprehensive wealth management offering, and I take a highly personal and customized approach to managing our clients money. As an Investment Advisor I provide customized investment services and advisory solutions to high net worth families and individuals. I work with clients to establish their long term objectives and develop an investment policy statement; and utilize investment expertise and the PNC Integrated Approach to construct broad based investment portfolios. Once portfolios are established, I monitor and recommend changes based on the current market environment and client circumstances. Currently, I manage over 100 client relationships

Provided customized investment services and advisory solutions to high net worth families and individuals. Worked with clients to establish their long term objectives and develop an investment policy statement. Utilized investment expertise and the PNC Integrated Approach to construct broad based investment portfolios.

As a Wealth Management Associate I rotated though various divisions of PNC Asset Management, including, PNC Wealth Management with includes private banking, sales, trust administration, wealth planning and investment advisory. I also rotated through Institutional Investments, Investment Strategy & Research and Centralized Client Services. Completed comprehensive credit and sales training which provided fundamental problem solving skills to structure corporate credit deals. Completed Training the Street, financial analysis excel training.