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Private Bank #'s
Private Bank
PB Team Roles
Referrals
Miscellaneous
100
Typical number of team members that surround a client in PB? 

What is 5? 

100

This person is a Client Service Associate working on a stretch assignment to become a RS

Who is Charlie Patchell? 

100

This team member helps client with lending and deposits? 

What is a Banking Advisor? 

100

This the amount of revenue credits for PB Referral

What is 10,000 revenue credits? 

100
Amount of PNC Branches 

What is approximately 2,200? 

200

.95bps for $3 Million

What is the fee for PB Investment Account? 

200

This gentlemen is our PB Director and Delaware's Market Executive? 

Who is Greg Miraglia? 

200

The individual is the new business development and considered the Quarterback of the team? 

What is the Relationship Strategist? 

200

Typical Minimum dollar amount to work with PB for Investments

What is $3 Million Dollars? 

200

When Dan & Rosie started at PNC this number was 10,000 and is now 50,000 

The number of PNC employees? 
300

$60 Million in Investment Revenue

What is the Relationship Strategist goal? 

300

This individual works with institutions, non-profits, capital markets and 401K plans> 

Who is Bob Edmiston? 

300

This team member allocates short and long term funds with portfolio construction and monitoring aligned with your objectives

What is the Investment Advisor? 

300

Typical minimum to work with PB for Estate Settlement 

What is $1 Million Dollars? 

300

This individual was recently named President of PNC? 

Who is Mark Wiedman? 

400

The is typical household income to qualify to work with PB? 

What is $350,000?

400

She is the new leader of Asset Management Group? 

Who is Stephanie Stephanie Novosel? 

400
As a fiduciary, this team member will help you define your legacy, minimize taxes and settle your estate

What is a Fiduciary/Trust Advisor? 

400

 Channel Management, COI's and from existing clients? 

Where does PB find new business? 

400
2 major DE PB events held in Spring that are quick coming up that you can invite your prospects to attend

What are the Common Wealth Awards and PB Golf Outing? 

500

Typical sales cycle of Private Bank 

What is 9 months? 

500

Retiring in June after long career in Private Bank? 

Who is Frank Carpenter? 

500

This team member helps client with retirement planning, business succession planning, Risk Management & Insurance planning for c-suite and philanthoropy

What is a Wealth Strategist? 

500

Can identify HNW individual to introduce to Private Bank?  

Who are the employee in First State Region? 
500

The reason PB employees don't earn commission and earn a salary and must do what is in the best interest of the client. 

What is a Fiduciary?