As a Wealth Director for the Private Bank, I play a key role in helping our team provide an exceptional client experience. From comprehensive financial planning to investment solutions to banking services, we help our clients tie together all facets of their personal wealth. I assist the team in business development and client service activities while providing a localized approach to delivering our best ideas and solutions to clients and prospective clients. With extensive experience in both personal wealth and institutional asset management, serving on both sides of the business enables me to bring a well rounded approach to the client experience. Our team brings decades of experience and large scale resources to our clients while delivering a personal, local client experience.Lets Connect:➤ LET’S CONNECT✉ Melissa.richey@pnc.com☛ http://webprofile.info/melissarichey
Listed skills include Financial Planning, Estate Planning, Retirement Planning, Wealth Management Services, and 18 others.