Resumes
Resumes
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Portfolio Manager, Senior Vice President
View pageLocation:
Charlotte, NC
Industry:
Financial Services
Work:
PNC Wealth Management - Charlotte, NC since Jun 2012
Investment Advisor and Vice President
PNC Wealth Management - Princeton, NJ Mar 2009 - Jun 2012
Investment Advisor and Assistant Vice President
PNC Wealth Management - Princeton, NJ May 2007 - Mar 2009
Associate Investment Advisor
PNC Wealth Management - Greater Pittsburgh Area Jul 2005 - May 2007
Rotational Associate
Investment Advisor and Vice President
PNC Wealth Management - Princeton, NJ Mar 2009 - Jun 2012
Investment Advisor and Assistant Vice President
PNC Wealth Management - Princeton, NJ May 2007 - Mar 2009
Associate Investment Advisor
PNC Wealth Management - Greater Pittsburgh Area Jul 2005 - May 2007
Rotational Associate
Education:
Rutgers, The State University of New Jersey-New Brunswick 2007 - 2012
MBA, Finance Hampton University 2001 - 2005
B.S., Business Management
MBA, Finance Hampton University 2001 - 2005
B.S., Business Management
Skills:
Investments
Portfolio Management
Wealth Management
Mutual Funds
Finance
Investment Management
Alternative Investments
Estate Planning
Investment Strategies
Asset Management
Financial Planning
Banking
Equities
Asset Allocation
Securities
Retirement Planning
Credit
Investment Advisory
Etfs
Separate Accounts
Asset Managment
Fixed Income
Bloomberg
Strategic Financial Planning
Portfolio Management
Wealth Management
Mutual Funds
Finance
Investment Management
Alternative Investments
Estate Planning
Investment Strategies
Asset Management
Financial Planning
Banking
Equities
Asset Allocation
Securities
Retirement Planning
Credit
Investment Advisory
Etfs
Separate Accounts
Asset Managment
Fixed Income
Bloomberg
Strategic Financial Planning
Certifications:
Cfa