Joseph Nemec

LFSC II (04/12/2005 – Present)

PNC BANK, N.A. LFSC II April 2005 - Present

Last Employer: PNC BANK

Contact Person: Helen Aluise 724-443-1582

Responsibilities: Cultivate and maintain customer accounts related to a specific class of mutual funds and insurance products such as fixed annuities and wealth transfer Refer clients that have net worth or assets outside of the scope of the LFSC II position Help train new hires that are going to become a LFSC II Advocate the development of staff knowledge to produce more informed employee to execute a qualified referral Open and service checking, savings, money market accounts as well as safe deposit boxes Inform the customer of loan products to help with their mortgage or home equity needs Build quality relationships with the customer to enhance their banking and investment relationships.

Accomplishments: Circle of Excellence North Region 2008 Rated Exceeds on annual review 2008 and 2009

Registered Representative (06/03/2002 – 10/15/2004)

Manage and grow a base of over 500 clients

Last Employer: Signator Investors, Aspen Cross Financial Group

Contact Person: Eric C Jansen 978-274-2237

Responsibilities: Develop and maintain comprehensive financial and estate plans for clients through analysis of their net worth, investment portfolio, financial objectives, and potential tax liability Actively recruit qualified clients through educational seminars and demonstrations geared towards financial planning Advocate the development of new hires, field training, and assessment Refined sales and negotiating skills to thrive in a 100% commission based outside sales person

Accomplishments: 2003 Annual Trip Award 2002 Rookie of the Year

Pantry Chef (10/15/2001 – 06/28/2002)

Legal Seafoods, Inc. October 2001 June 2002

Last Employer: Legal Seafoods, Inc.

Contact Person: Chef Tim 508-766-0600

Responsibilities: Prepare and set up work station Prepare all cold salads and desserts for restaurante durig lunch shift maintain clean work environment

Accomplishments: Promotion to front expedite duties within 3 months after being hired

Establishment: Penn State Univ. New Kensington Campus

Education Period: 08/28/1997 - 12/17/1999

Establishment: Valley High School

Degree: 12th Grade

Education Period: 09/06/1994 - 06/06/1997

Average Grade: B

Details: Graduated High School