Experience

• 

  Pnc

  Jan 2008 - now

  • Managed and served as national sales contact for a specialized industries sales vertical. • Marketed institutional asset management products to corporate clients for three lines of business, including, PNC Business Credit, PNC Financial Institutions Group, and PNC Transportation and Leasing division of Asset-Backed Finance.• Leveraged extensive experience, resulting in sales of fixed income cash management, custody, 401(k), pension retirement products and captive insurance solutions.• Sold products to institutions through in-person presentations, RFPs, and virtual client meetings.• Attained 170% of 2023 sales goal objectives. • Achieved Market All-Star sales recognition in May 2023 for sale of largest custody deal in 2022 of $2.4 billion. Show less • Managed staff for PNC's registered investment advisor, PCA, including the direct sales process, contracts, and logistics for new strategy and mutual fund business from institutional and retail sales channels. Served as primary contact for forty salespersons, nine client advisors, and ten retail wholesalers. Spearheaded and developed PCA's collective investment trust.• Developed licensing program and protocols for newly-established dual-hatted institutional sales team. • Served as program manager for licensing program and acted as primary contact for OSJ and branch inspections. • Assisted third-party broker-dealer with compliance.• Coordinated contract and vendor management with PNC sourcing for new IT initiatives.• Assisted in preparation of repurchase agreement documentation, ISDA protocols, and broker-related compliance documentation.• Functioned as liaison with PNC’s Legal department on business and regulatory initiatives, including ERISA and custody regulations.• Assisted Chief Administrative Officer with implementation of new business model change from regulatory and operational perspective. • Participated as Secretary of PCA Proxy Committee, assisting in resolution of proxy-related issues. • Served as non-voting member of PCA Operating Committee and of PCA Product Pricing Committee.• Supervised and trained business administration staff in business unit.• Provided direction to cross-functional teams on asset management firm projects and tasks. Show less

  • VP/Business Development Advisor/Strategic Sales

    Jan 2015 - now

  • VP, Business Administration Manager

    Jan 2011 - Jan 2015

  • Licensed Financial Sales Consultant

    Jan 2008 - Jan 2011