Resumes
Resumes
Portfolio Manager At Pnc Wealth Management
View pagePosition:
Portfolio Manager at PNC Wealth Management
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work:
PNC Wealth Management since Jun 1996
Portfolio Manager
Portfolio Manager
Education:
Bellarmine University 1995 - 1998
MBA, Finance University of Louisville 1992 - 1995
BS, Finance Western Kentucky University 1970 - 1972
BS, MarketingTransfered from Eastern Kentucky University in Richmond, Kentucky.
MBA, Finance University of Louisville 1992 - 1995
BS, Finance Western Kentucky University 1970 - 1972
BS, MarketingTransfered from Eastern Kentucky University in Richmond, Kentucky.
Registered Investment Advisor
View pageLocation:
Louisville, KY
Industry:
Financial Services
Work:
Jesse Investment Advisors
Registered Investment Advisor
Pnc Dec 2009 - Dec 2012
Vice President and Portfolio Manager
National City Bank Jun 1996 - Dec 2008
Vice President and Portfolio Manager
Stock Yards Bank & Trust Jun 1990 - Jun 1996
Vice President and Portfolio Manager and Bond Trader
Registered Investment Advisor
Pnc Dec 2009 - Dec 2012
Vice President and Portfolio Manager
National City Bank Jun 1996 - Dec 2008
Vice President and Portfolio Manager
Stock Yards Bank & Trust Jun 1990 - Jun 1996
Vice President and Portfolio Manager and Bond Trader
Education:
Bellarmine University 1995 - 1998
Master of Business Administration, Masters, Finance University of Louisville 1993 - 1995
Bachelors, Bachelor of Science, Financial Management, Finance Western Kentucky University 1970 - 1972
Bachelors, Bachelor of Science, Marketing, Management
Master of Business Administration, Masters, Finance University of Louisville 1993 - 1995
Bachelors, Bachelor of Science, Financial Management, Finance Western Kentucky University 1970 - 1972
Bachelors, Bachelor of Science, Marketing, Management
Skills:
Estate Planning
Financial Advisory
Powerpoint
Banking
Accounting
Fixed Income
Corporate Finance
Retirement Planning
Financial Planning
Portfolio Management
Financial Modeling
Investments
Finance
Asset Allocation
Investment Advisory
Strategic Planning
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Microsoft Excel
Asset Management
Risk Management
Credit
Customer Service
Financial Analysis
Management
Retirement
Investment Management
Financial Advisory
Powerpoint
Banking
Accounting
Fixed Income
Corporate Finance
Retirement Planning
Financial Planning
Portfolio Management
Financial Modeling
Investments
Finance
Asset Allocation
Investment Advisory
Strategic Planning
Wealth Management
Mutual Funds
Strategic Financial Planning
Investment Strategies
Microsoft Excel
Asset Management
Risk Management
Credit
Customer Service
Financial Analysis
Management
Retirement
Investment Management
Interests:
Children
Education
Science and Technology
Human Rights
Animal Welfare
Arts and Culture
Education
Science and Technology
Human Rights
Animal Welfare
Arts and Culture
Investment Advisor Representative
View pageLocation:
Louisville, KY
Industry:
Financial Services
Work:
Jesse Investment Advisors
Investment Advisor Representative
Pnc Jun 1996 - Dec 2012
Vice President
Stock Yards Bank & Trust Jun 1996 - Dec 2012
Vice President-Investment Management
Investment Advisor Representative
Pnc Jun 1996 - Dec 2012
Vice President
Stock Yards Bank & Trust Jun 1996 - Dec 2012
Vice President-Investment Management
Education:
Bellarmine University 1995 - 1999
Master of Business Administration, Masters, Business Administration, Business Management, Management, Marketing, Business Administration and Management University of Louisville 1993 - 1995
Bachelors, Bachelor of Business Administration, Financial Management, Finance Western Kentucky University 1970 - 1972
Bachelors, Bachelor of Business Administration, Marketing, Management
Master of Business Administration, Masters, Business Administration, Business Management, Management, Marketing, Business Administration and Management University of Louisville 1993 - 1995
Bachelors, Bachelor of Business Administration, Financial Management, Finance Western Kentucky University 1970 - 1972
Bachelors, Bachelor of Business Administration, Marketing, Management