PNC Wealth Management - Greater Philadelphia Area since Sep 2012
Vice President Regional Manager asset management tax services
PNC Financial Services Group Jan 2005 - Sep 2012
Assistant Vice President Trust Tax
Commonweal Trust Company Mar 2005 - Jan 2006
Senior Accountant
Education:
Lehigh University 1996 - 2000
BS, Biology, General
Skills:
Financial Analysis Tax High Net Worth Individuals Tax Research General Ledger Trusts Wealth Management Tax Returns Alternative Investments Income Tax Financial Accounting Quickbooks Accounting Relationship Management Wealth Management Services Tax Preparation Tax Accounting Asset Management Management Estate Planning