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Senior Vice President,
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Rich Ramassini is the Director of Strategy and Sales Performance for PNC Investments. He has primary responsibility for leading the Strategy, Financial Planning, Communications and Sales Performance teams for the firm.
Rich joined PNC Investments in 2011 from BNY Mellon Wealth Management, bringing more than 20 years of sales and leadership experience. He has held roles of increasing responsibility, including Regional Training Specialist, Financial Adviser, Regional Sales Manager and Senior Portfolio Officer.
Rich earned a Bachelor's degree from the United States Naval Academy and served as a Navy Supply Corps Officer prior to embarking on his financial services career. He also earned a Master's degree in Personal Financial Planning and is a Certified Financial Planning professional. Rich lives in Indiana Township, PA, with his wife, Kris, and son, JP.
Come to the table prepared for progress with these three types of information.
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If it's been a few years since you signed on the bottom line, dust off that policy and see if it still makes sense for you by answering these four questions.