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Work Background
Vice President, PWM Private Banker
U.S. BankVice President, PWM Private Banker
Feb. 2025
Assistant Vice President, PWM Private Banker
U.S. BankAssistant Vice President, PWM Private Banker
Aug. 2024 - Feb. 2025Irvine, California, United States
AVP, Banking Advisor II
PNCAVP, Banking Advisor II
Feb. 2022 - Aug. 2024Los Angeles, California, United States
AVP, Banking Advisor
PNCAVP, Banking Advisor
Jun. 2020 - Feb. 2022Irvine, California, United States
Senior Banking Analyst- PNC Hawthorn Family Wealth
PNCSenior Banking Analyst- PNC Hawthorn Family Wealth
Apr. 2019 - Jun. 2020Philadelphia, Pennsylvania, United States
Asset Management Group Analyst (MLO)
PNCAsset Management Group Analyst (MLO)
Feb. 2018 - Apr. 2019Cleveland, Ohio
Asset Management Group Summer Analyst
PNCAsset Management Group Summer Analyst
May. 2017 - Aug. 2017Greater Pittsburgh Area• Summer analyst in the Wealth Management boutique providing high net worth clients with a variety of offerings such as estate, retirement, and investment planning. • Formulated actionable solutions for the firm in regards to Generational Wealth Transfer using strategic analysis and compiling competitor models • Researched and assisted with a compilation of 200+ prospective clients in a large-scale business development opportunity between the Wealth Management and Institutional Asset Management divisions
Corporate Workplace Intern
PNCCorporate Workplace Intern
Jun. 2016 - Aug. 2016Greater Pittsburgh Area• Worked on building lease consolidations to help reduce PNC’s cost footprint • Supported multiple Realty Service directors to help implement strategic projects such as lending transformations, lease consolidations, security discrepancies, and organizational building issues throughout the country • Given large quantity of capital to analyze various cost saving scenarios and determine the most effective solutions to consolidate building prices • Assisted Director of Risk and Governance in avoiding a major security risk to the national retail footprint by organizing and analyzing key data for regional managers.
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