Manager Plant
Resume:
R sum of:
Dwight I. Pittenger, CFP, BSME, MBA
Blue Ash, OH 45242
Phone: 304-***-****
e-mail: ******.*********@*****.***
Education/experience summary:
CFP (completed certification March 2009)
MBA (Xavier University, 1980)
Bachelor of Science in Mechanical Engineering (Ohio University, 1976)
Broad experience background in manufacturing (technical and management positions) and financial
services
8 years in financial services including 6 years as investment portfolio manager (w/United Bank in
West Virginia) and 2 years as retail investment representative (w/Edward Jones)
26 years process/manufacturing experience including 22 years in coal-fired power plant engineering
and management (with American Electric Power) and 4 years in chlorine production process
engineering, supervision and management (w/PPG)
Experienced with Microsoft Office products as well as other word processors and spreadsheets; also
have experience with Sungard AddVantage trust administration software, Morningstar Principia, and
Scorecard and First Rate Advisors investment performance reporting
Excellent communication skills (verbal and written)
Position desired:
Any role in which I can contribute positively, add value to the organization and earn a living wage.
Education:
1976: BS, Mechanical Engineering, Ohio University, with high honors (3.8 GPA)
1980: MBA, Xavier University (3.6 GPA)
1999: Completed Edward Jones Investment Representative training, including
Series 7 and Series 63 securities license and Life & Health insurance license exams
(licenses not current)
2006 2008: Completed College for Financial Planning self-study course for CFP
certification; passed certification exam in November 2008
2009: Completed CERTIFIED FINANCIAL PLANNER certification (current certificant)
Other Training: AEP/OSU Management Development Training April/May 1987
Va. Tech. Leadership in Changing Times Training February 1997
U of Va Darden Partnership Program Executive Training Oct/Nov. 1997
Page 2 of 3
R sum of:
Dwight I. Pittenger, CFP, BSME, MBA
9851 Timbers Drive
Blue Ash, OH 45242
******.*********@*****.***
Work Experience:
November 2011 Present: Sales Associate/Electronics, Target, Cincinnati, OH:
Guest service including sales floor assistance and sales check-out in the Electronics department of
Target s Fields Ertel Cincinnati store. I also re-stock items in Electronics and other hardlines
departments. During the 1st quarter of 2012 I will be part of the store s remodel team, assisting with
making changes to add fresh produce to the stores product lines.
August 2005 September 2011: Vice President/Senior Portfolio Manager, United Bank, Inc.,
Wheeling, WV:
Managed trust, foundation/endowment, retirement and individual investment management portfolios
to meet client needs using United Bank Trust Investment Committee s guidelines and
account/document objectives/requirements. Managed investment portfolios for family relationships
and pension plans up to $5 million, foundation/endowment accounts up to $10 million and charitable
trusts up to $20 million. Managed portfolio holdings included equity, fixed income and alternative
strategy investments. Total managed assets of more than $100 million.
Regularly met with individual clients, family relationships and foundation/endowment investment
committees for investment reviews. Clients expressed satisfaction with their investments and their
progress toward financial goals, and appreciation for my passion for serving them well.
Coordinated and directed execution of trades as needed for managed and non-managed custody and
self-directed accounts.
Participated in United Bank s Trust Investment Committee to establish allocation guidelines and
approved investments
Provided support for our Investment Committee s mutual fund and mutual fund models risk/return
performance tracking and maintenance of the mutual fund approved list (including use of
Morningstar Principia)
Provided additional Investment Committee research support on equities and investment strategy
Supported development/sales efforts
Assisted as needed with administrative issues on accounts
Used Sungard AddVantage trust administration software, Scorecard and First Rate Advisors
investment performance reporting as well as Microsoft Office Products (primarily Word and Excel)
March 2001 August 2005: Design Engineer/Senior Design Engineer, PPG Industries, Natrium Plant,
New Martinsville, West Virginia. Served as process engineer over the wet chemistry and filtering phases of
a facility manufacturing calcium hypochlorite for chlorine treatment of drinking water and swimming pools.
Also supervised the shift supervisors for this 24/7 operation and participated in plant-wide improvement
teams.
Page 3 of 3
R sum of:
Dwight I. Pittenger, CFP, BSME, MBA
9851 Timbers Drive
Blue Ash, OH 45242
******.*********@*****.***
Work Experience (continued):
February 1999 December 2000: Investment Representative, Edward Jones Investments, Wheeling,
West Virginia. Sold/managed a full range of investment products (stocks, corporate and municipal bonds,
mutual funds, CDs) in a single broker office for Edward Jones, a national, full-service brokerage firm based
in St. Louis, Missouri. Established over 100 accounts and managed over $5 million in financial assets in
fifteen months in business.
June 1976 through February 1999: Worked in a variety of technical and managerial roles of steadily
increasing responsibility at five coal-fired power plant locations with American Electric Power (AEP)
(positions included employee safety, capital and expense budgeting, production and
supervisory/managerial responsibilities ). Positions held with AEP included:
12/76 - 10/77: Mechanical Engineer, Conesville Plant
10/77 - 8/78: Mechanical Maintenance Supervisor, Conesville Plant
8/78 - 12/80: Maintenance Planning Supervisor, Conesville Plant
12/80 - 4/85: Maintenance Superintendent., Conesville Plant
4/85 - 3/86: Asst. Plant Manager, Poston Plant.
3/86 - 11/87: Plant Manager, Poston Plant
11/87 - 4/90: Plant Manager, Breed Plant
4/90 - 4/95: Asst. Plant Manager, Rockport Plant
4/95 - 2/99: Plant Manager, Cardinal Plant
In addition the above full-time, long-term assignments, I have held shorter-term or part-time positions
in retail (grocery store -- freezer-dairy dept., department store -- sporting goods dept., and shoe
store).
Other Organizational affiliations:
Member, Financial Planning Association (2009 Present)
Member and on Board of Directors, Kiwanis Club of Wheeling, WV (2005 2011)
Member, Oglebay Park Golf Club, Wheeling, WV (1997 2011)
Past board member of United Way of Jefferson County, OH (1998-1999)
Past board member of Boy Scouts Area Council in the Terre Haute, IN, area (1988-1990)
Member, Tau Beta Pi (Engineering Honor Society)
Other interests: Bicycling, walking/running, golf, astronomy, reading, photography, music.
Professional references attached.
Professional references for Dwight Pittenger, CFP :
Vince Manzi (supervisor at United Bank)
United Bank, Inc., Senior Vice President and Chief Portfolio Manager
United Bank Wealth Management Group
Phone 304-***-****
e-mail: *****.*****@**************.***
Brent Bush (co-worker at United Bank)
United Bank Vice President & Trust Advisor
United Bank Wealth Management Group
Phone 304-***-****
e-mail: *****.****@**************.***
David Croft, Attorney and CPA, Spilman Thomas & Battle Plc
Sue Farnsworth, Attorney, Spilman Thomas & Battle Plc
Tim Gompers, CPA, Gompers & Associates Pllc
Contact this candidate