• Provide analysis and advice on various planning concerns including cash flow analysis, estate planning, retirement planning, gifting strategies, and business succession planning• Coordinate clients’ PNC and outside advisors to implement agreed upon planning strategies • Monitor and adjust existing financial plans based on clients’ current goals and objectives • Assist in the acquisition of new clients and maintain and develop external partnerships to identify additional… Show more • Provide analysis and advice on various planning concerns including cash flow analysis, estate planning, retirement planning, gifting strategies, and business succession planning• Coordinate clients’ PNC and outside advisors to implement agreed upon planning strategies • Monitor and adjust existing financial plans based on clients’ current goals and objectives • Assist in the acquisition of new clients and maintain and develop external partnerships to identify additional prospects• Serve on the Philanthropic National Practice Group which provides thought leadership on various philanthropic gifting issues and strategies Show less

• Identify and develop prospective Wealth Management opportunities by creating customized advice and solutions for individuals with $1MM or more in assets• Coordinate a team of highly credentialed specialists across Investment Management, Wealth Planning, Trust Services, and Banking Solutions platforms to deliver an integrated suite of products and services designed to address the high net worth client’s complex financial needs• Generate fee-based and banking revenue through the… Show more • Identify and develop prospective Wealth Management opportunities by creating customized advice and solutions for individuals with $1MM or more in assets• Coordinate a team of highly credentialed specialists across Investment Management, Wealth Planning, Trust Services, and Banking Solutions platforms to deliver an integrated suite of products and services designed to address the high net worth client’s complex financial needs• Generate fee-based and banking revenue through the acquisition of new clients while developing and maintaining internal and external partnerships to identify additional prospects• Maintain timely, accurate, and complete tracking of sales activities and ensure the execution of relationship management processes that include pre call planning, post call debriefs, and relationship reviews Show less

•Act as a liaison between PNC Wealth Management and Retail Banking, promoting and educating internal lines of business partners about Wealth Management services•Promote and execute the attainment of qualified prospects and referrals to PNC Wealth Management from other PNC lines of business’ sales personnel•Manage the referral and sales efforts of a 37 branch territory in Eastern Carolinas through personal visits to establish, maintain, and strengthen relationships with internal partners… Show more •Act as a liaison between PNC Wealth Management and Retail Banking, promoting and educating internal lines of business partners about Wealth Management services•Promote and execute the attainment of qualified prospects and referrals to PNC Wealth Management from other PNC lines of business’ sales personnel•Manage the referral and sales efforts of a 37 branch territory in Eastern Carolinas through personal visits to establish, maintain, and strengthen relationships with internal partners and managers•Maintain and communicate detailed data on referrals, opportunities, and results•Develop strong partnerships with internal sales and management personnel by helping them succeed through creation and implementation of sales strategies, resulting in expanded relationships and revenue Show less

•Grew financial portfolio of clients under management through outside calling, retention management, community involvement, and leveraging of internal and external partners•Provided advice on and implemented comprehensive wealth management plans to leverage cash, debt structure, and investment strategies for maximum return for the client•Provided exceptional customer service•350 high net worth households under management•Designated as Wealth Management Champion facilitating… Show more •Grew financial portfolio of clients under management through outside calling, retention management, community involvement, and leveraging of internal and external partners•Provided advice on and implemented comprehensive wealth management plans to leverage cash, debt structure, and investment strategies for maximum return for the client•Provided exceptional customer service•350 high net worth households under management•Designated as Wealth Management Champion facilitating understanding of Wealth Management services and communication to and from Private Client Group in NC regarding Wealth Management initiatives•Recognized as high performer in regards to Wealth Management referrals in 2012•Achieved “meets all expectations” status on current annual review Show less

•Maximized banking center revenues•Ensured client satisfaction•Minimized loss and operational risk•Recruited and developed employees through performance management and coaching•Drove business development through outside calling, retention management, community involvement, and leveraging of internal and external business partners•Grew financial portfolio by 26.17% compared to a goal of 2% in 2011•Maintained 97% customer mystery shop score compared to a goal of 85% in… Show more •Maximized banking center revenues•Ensured client satisfaction•Minimized loss and operational risk•Recruited and developed employees through performance management and coaching•Drove business development through outside calling, retention management, community involvement, and leveraging of internal and external business partners•Grew financial portfolio by 26.17% compared to a goal of 2% in 2011•Maintained 97% customer mystery shop score compared to a goal of 85% in 2011•Achieved status of “Operationally Sound” through annual audit in 2011•Leveraged internal and external partners to close $5,110,732 in loans•Direct reports achieved promotions in 2011 and 2012 Show less

•Grew financial portfolio of clients under management through outside calling, retention management, community involvement, and leveraging of internal and external partners•Provided advice on and implemented comprehensive wealth management plans to leverage cash, loan, and investment strategies for maximum return for the client•Ensured client satisfaction•600 high net worth clients under management•Maintained book of business growth ranked in the top 20% nationwide for 2008 and… Show more •Grew financial portfolio of clients under management through outside calling, retention management, community involvement, and leveraging of internal and external partners•Provided advice on and implemented comprehensive wealth management plans to leverage cash, loan, and investment strategies for maximum return for the client•Ensured client satisfaction•600 high net worth clients under management•Maintained book of business growth ranked in the top 20% nationwide for 2008 and 2009 Show less

•Drove business development through external calling, community involvement and leveraging of internal and external partners•Met cash management, lending, and investment needs of clients•Advised on and implemented financial planning solutions for all clients•Provided superior customer service•Achieved “exceeds expectations” on monthly reviews regularly in relation to exceeding loan, deposit, and investment dollar production•Promoted to mentor program within Wachovia to coach… Show more •Drove business development through external calling, community involvement and leveraging of internal and external partners•Met cash management, lending, and investment needs of clients•Advised on and implemented financial planning solutions for all clients•Provided superior customer service•Achieved “exceeds expectations” on monthly reviews regularly in relation to exceeding loan, deposit, and investment dollar production•Promoted to mentor program within Wachovia to coach and develop Financial Specialists new to the role Show less

•Maximized banking center revenues•Ensured client satisfaction•Minimized loss and operational riskRecruited and developed employees through performance management and coaching•Drove business development through outside calling, retention management, community involvement, and leveraging of internal and external business partners•Achieved “exceeds expectations” on monthly reviews regularly in relation to customer service survey scores and exceeding loan, deposit, and… Show more •Maximized banking center revenues•Ensured client satisfaction•Minimized loss and operational riskRecruited and developed employees through performance management and coaching•Drove business development through outside calling, retention management, community involvement, and leveraging of internal and external business partners•Achieved “exceeds expectations” on monthly reviews regularly in relation to customer service survey scores and exceeding loan, deposit, and investment dollar production•Promoted to mentor program within Wachovia to coach and develop Financial Center Managers new to the role Show less