Sean Pell Email & Phone Number

Cleveland, Ohio, United States

Direct Report of Investment Managing Director. Role transitioned to Chief Operating Officer Team June 2022 Developed enhancements to materials to infuse new PNC Private Bank brand in core content that also supported personalized client proposals and RFPs.Supported Investment Directors national meeting; opportunity to be an ambassador, and forge relationships with new BBVA leaders.Developed materials for outreach campaign for 250+ investment advisors to educate and share best practices. Utilized technology resources to identify, engage, and track activities to develop a solid referral network. Developed refined investment story materials. Leveraged content to align materials that supported on-boarding and education of internal cross functional partners, and referral sources. Developed National Practice Group recommendation to create advocate for wealth clients and advisors by providing valuable insights and input to the Investment Policy Committee and Investment Leadership for consideration and action. Partnered with Marketing to organize, develop, and win industry awards to increase brand awareness and consideration. Supported Private Bank by promoting awards won in media across Private Bank and national footprint.Managed development of investment related content for development program participants in support of two-day deep dive foundation training.Completed PNC multi-week High Impact Leadership Program. Developed and implemented tactics to develop team and programs to increase additional diverse talent to PNC Private Bank investment advisor team.Completed course work for PNC Certificated Minority Business Advocate in support of the financial wellness of our minority-owned business clients, and re-certified my PNC designation as a Women Business Advocate in 2022 in support of awareness, teamwork, and successful careers for working female business and home leaders.

Cleveland, Ohio, United States

Leveraged my extensive multidimensional financial services background and ability to identify and translate needs into actionable change across a wide range of teams. Responsibilities focused on team development, alignment of investment management with other functional groups including marketing, corporate communications, product, and training to develop investment content and vehicles to effectively communicate investment management process, thought leadership. and research to a variety of internal and external clients.

Cleveland, Ohio, United States

The Private Client Group managed wealth for clients ranging from $1 million to $1 billion across three key segments - UHNW, HNW, and emerging affluent. As a division of National City, the firm was located in seven states with 1200 employees, 400 wealth professionals managing $34 billion in assets under management.Responsibilities focused on team development, alignment with other functional groups including marketing, product. training, and partnership with the Chief Investment Officer to develop high quality, innovative investment content and vehicles to effectively communicate investment management process, thought leadership, and research to a varety of internal and external clients.

National City – Allegiant Funds – Cleveland, OH – A mutual fund complex with $12 Billion in 32 Mutual Funds. Allegiant Asset Management is a wholly owned indirect subsidiary of National City Corporation Responsibilities include the management of direct and indirect resources in a variety of geographical locations and across functional lines of business to ensure execution against business objectives.

National City Bank of Pennsylvania – Pittsburgh, PA – A subsidiary of National City Bank, a $79 billion bank holding company with offices in Pennsylvania, Ohio, Kentucky, Indiana, Michigan and Illinois.Scope of responsibilities included managing the implementation, customer communications and ongoing development of the Small Business segment relationship for 235 sales branches and 60 Community Commercial Lenders in 19 Counties.

National City Bank of Pennsylvania – Greensburg, PA – Acquisition of Integra Financial Corporation by National City completed 3/96.Scope of responsibilities included the development of new investment management portfolios, trust accounts, wills, private banking relationships, along with estate and financial planning services.

Integra Bank - $15 billion bank subsidiary of Integra Financial Corporation, Greensburgh, PA Managed the Marketing and sales strategies for two of the ten community banks consisting of 24 defined markets made up of 38 branches in Westmoreland, Butler, Kittanning and Indiana Counties.

Integra Bank South - $2.3 billion bank subsidiary of Integra Financial Corporation, Uniontown, PA Supported an integrated marketing system that linked pricing, advertising, direct mail, telemarketing and branch merchandising.

Opened a mortgage origination office in Westmoreland County, PA by developing and maintaining professional relationships with Realtors, contractors, centers of influence and bank branch network. • Developed and installed a system to funnel mortgage information to branches to solicit a total relationship package.• Conducted Home buying seminars and primary speaker for local builder construction seminars.• Business development activities resulted in an expanded staff, production exceeding goals an 80% closure ratio.

Provided coverage for branches, and various bank lending departments which involve managing line staff, consumer and commercial loan production, problem resolution, account development and cross sales.

Completed a comprehensive management training program in at Gallatin Bank