Todd Sinclair Email & Phone Number
VP, Investment Advisor
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Todd Sinclair Location
- United States
Todd Sinclair Work
- VP, Investment Advisor @ PNC Private Bank (August 2022 - Present)
- Assistant Vice President, Wealth Advisor @ (March 2020 - August 2022)
- Assistant Vice President, Banking Advisor @ (May 2018 - March 2020)
- Assistant Vice President, Closely Held Business Advisor @ (December 2016 - May 2018)
- Assistant Vice President, Investment Advisor @ (March 2007 - December 2016)
Todd Sinclair Education
- Cleveland State University
Bachelor's degree (Finance)
- Boston University, CFP Program
- Brunswick High School
Todd Sinclair Skills
- Retirement Planning
- Wealth Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Retirement
- Investments
- Uniform Combined State Law
- Strategic Financial Planning
- Securities
- Portfolio Management
- ETFs
- Fixed Annuities
- Bonds
- Financial Advisory
- Equities
- Balance Sheet Review
- Reporting And Analysis
- Tax Law
- Business Analysis
- Financial Services
- Time Management
- Financial Analysis
- Trustee
- Management
- Analytical Skills
- Legal Contract Review
- Document Review
Todd Sinclair Summary
- Todd Sinclair, based in United States, is currently a VP, Investment Advisor at PNC Private Bank. Todd Sinclair brings experience from previous roles at PNC Wealth Management. Todd Sinclair holds a Bachelor's degree in Finance @ Cleveland State University. With a robust skill set that includes Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds and more. Todd Sinclair has 1 emails and 1 mobile phone numbers on RocketReach.
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