Collaborate with Wealth Management team of advisors and outside CPAs and attorneys to provide expert retirement, estate and investment planning to high net worth clients and families. eMoney software user, present plans to clients and provide alternative scenariosIncrease and retain book of business with over $550M in assets under management2016, 2015 & 2014 Market All Star; Consistent top performer for exceptional sales, fee revenue and client service in the $3M to $20M and above client spaceMember of the PNC Women’s Connect Group and PNC-Certified Women’s Business Advocate; Diversity and Inclusion champion

Manage ultra-high net worth clients in all aspects of tax and financial planningReview forms 1040, 1041, 990PF: coach and mentor staff and return preparersMember of the firm’s national Gift and Estate Tax Network; expat taxation

Work with and provide advice to executives in all aspects of investment and financial planning: tax, employee benefits, retirement planning, estate and wealth transfer, gifting Manage and create client exhibits: net worth, balance sheet, estate plan flow charts, retirement cash flow analysis, investment performance and asset allocation chartsPrepare 1040s, state and local tax returns; quarterly tax projections

Administer large estates where the Bank was named Executor. Identify, collect and manage all assets of the Estate and administer in accordance with governing Will or Trust.