Stephanie Podufal Email and Phone Number
Stephanie Podufal work email
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Stephanie Podufal personal email
Experienced Asset Management with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Customer Satisfaction, Hospitality Industry, Cashiering, and Interpersonal Skills. Strong professional with a Bachelor of Business Administration (B.B.A.) focused in Finance from Ohio University.
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Associate Portfolio And Trust AdministratorPncPittsburgh, Pa, Us -
Associate Portfolio & Trust AdministratorPnc Jan 2023 - PresentPittsburgh, Pennsylvania, United States
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Business Analysis Consultant, AvpPnc Nov 2019 - Jan 2023Greater Pittsburgh Area• Completed over 350 monthly account reviews for Individual Retirement Accounts, revocable and irrevocable trusts and Investment Managed Accounts by reviewing transactions, client requests and governing documents• Created multi-generation family trees diagrams for revocable and irrevocable trust accounts• Worked on trust administration and client data gathering• Investigated missing beneficiaries to locate the data needed to be able to administer the trust funds
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Senior Wealth Strategy AnalystPnc Feb 2019 - Oct 2019Greater Pittsburgh Area• Supported seven Wealth Strategists and the Pittsburgh Wealth Strategy Market Director by preparing financial plans and identifying appropriate strategies for each client in a fiduciary capacity• Built my own book of wealth management clients• Lead financial planning and cash flow planning presentations and conversations with PNC Wealth Management clients/prospects and offered solutions to reach specific financial goals• Mentored and trained new analysts and interns in the PNC Wealth Management development program
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Wealth Strategy AnalystPnc Jun 2017 - Jan 2019Greater Pittsburgh Area• Supported seven Wealth Strategists in the Pittsburgh and Northwest PA markets by creating and analyzing client reports, data, and statements• Expanded my expertise and skills in eMoney financial planning software• Developed a foundation and understanding of financial planning
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Asset Management Group AssociatePnc Aug 2016 - May 2017Greater Pittsburgh Area• Selected to participate in a rotational development program to understand and assist the banking and investment advisors in their roles• Worked in a team atmosphere to reach specific client goals• Participated in extensive credit training (Credit Trak)
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ServerMax & Erma'S Nov 2009 - Oct 2016•Attained strong active listening skills when taking orders from guests•Constantly working in a fast paced environment and developing a strong sense of self-accountability•Showed leadership skills by training and motivating new members of the company -
Lead Tax InternRsm Dec 2014 - Apr 2015Columbus, Ohio Area•Performed internal control and substantive testing•Executed analytical procedures/analyses to detect unusual financial statement relationships•Prepared federal, state, and local tax returns specializing in middle market businesses, partnerships, and individual tax returns.•Responsible for preparing trust and gift tax returns•Prepared tax returns for multi-state tax filers•Interacted with clients to obtain necessary information•Participated in nationwide McGladrey training program in Chicago -
Seasonal Sales AssociateDick'S Sporting Goods Apr 2013 - Jul 2013Pittsburgh, Pennsylvania•Organized, folded, and moved new apparel onto sales floor•Worked efficiently in a team environment with other sales associates to show creativeness within apparel displays•Developed excellent interpersonal communication skills while assisting customers with questions
Stephanie Podufal Skills
Stephanie Podufal Education Details
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Finance -
Chartiers Valley High SchoolHigh School Diploma
Frequently Asked Questions about Stephanie Podufal
What company does Stephanie Podufal work for?
Stephanie Podufal works for Pnc
What is Stephanie Podufal's role at the current company?
Stephanie Podufal's current role is Associate Portfolio and Trust Administrator.
What is Stephanie Podufal's email address?
Stephanie Podufal's email address is st****@****pnc.com
What schools did Stephanie Podufal attend?
Stephanie Podufal attended Ohio University, Chartiers Valley High School.
What are some of Stephanie Podufal's interests?
Stephanie Podufal has interest in Animal Welfare, Health.
What skills is Stephanie Podufal known for?
Stephanie Podufal has skills like Interpersonal Communication, Creativity, Teamwork, Team Leadership, Hospitality, Customer Service, People Skills, Cashiering, Problem Solving, Time Management, Customer Satisfaction, Mathematics.
Who are Stephanie Podufal's colleagues?
Stephanie Podufal's colleagues are Teresa Moore, Richard Munsick, Mark Miehl, Chirag (Charlie) Patel, Robert Dayett, James Webb Iii, Samia Fazal.
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