Steven Stallone Email & Phone Number

Newark, De

Partner with clients to serve as their world class private banking service representative coordinating banking, lending, investing, liquidity and trust needs with service partners within the J.P. Morgan organization.- Resolved complex trust tax and estate situation for multiple families exceeding $400 million- Collaborated to achieve new account openings increase by 12% with one new account exceeding $20 million- Championed corporate actions - covering for other markets which were shut down by major hurricanes- Implemented significant initiative for resolution of $163 million of physical securities

Hockessin, De

Partnered with clients to serve as their "Financial Concierge" providing best in class client experience by appropriately matching PNC products and services to specific customer needs based on proactive selling and profiling techniques.- Increased sales by an average of 15%- Attained an average of 25 new clients per month

Served as trusted investment advisor to clients by providing tailored solutions to help them meet their financial goals and manage long-term wealth.- Built book of 76 clients with $6.1 million under management of investments and insurance products- Developed comprehensive financial plans and cash flow models for high net worth clients- Average client size $250,000-$300,000

- Dedicated and empowered to deliver top notch sales and client service relationships- Effective problem solver with proven results at PNC Wealth Management, PNC Institutional Investments and PNC Vested Interest 401K across all product lines- Sales team (myself and one other person) generated sales of $1.134 billion in new open-end mutual fund and SMA sales for 2008- Sales of $833 million in new open-end mutual funds for 2007- Sales of $735 miilion in new open-end mutual funds for 2006 - Service approximately $8 billion in existing BlackRock fluctuating NAV and money market funds at PNC Wealth Management, PNC Institutional Investments and PNC Vested Interest 401K- Sales and servicing for approximately 620 people within a eleven state footprint for PNC- Exhibit at many Bank/trust trade shows both locally and nationally- Maintain strategic relationships with major trust accounting system providers in the United States- Deliver important and timely fund information, collateral, presentations via PNC CoPilot intra-web system and PNC University-Fastrak video conferencing formats- Authored the PNC Investments - Capital Directions Asset Allocation software program (raised $1.4 billion in assets to date as of December 2008) -Product received award from The Advisory Board Company, for Financial Innovation Around the World, 1998 Review of New Retail Products and Services -Product received award from The Advisory Board company - for 1995 Review of Financial Products, Top Ten New Retail Products in the World

Manager of Product Development

Conestoga Mutual Funds Product Manager

Investment Administration Manager

Mba, Finance

Activities and Societies: Drexel University MBA Society President 1986-1987

Ba, Business Administration

Activities and Societies: Emersonian Fraternity - Treasurer Emersonian Fraternity - Secretary