STEPHEN S. PAPPATERRA, ESQ. 52 Wagon Bridge Run (cell) 215-820-6723 Moorestown, NJ 08057 spappaterra@icloud.com WEALTH MANAGEMENT EXECUTIVE ♦ Wealth management executive and attorney with demonstrated leadership ability. Creative marketer with

excellent relationship building skills and proven ability to recruit, motivate, and coach talent.

♦ Primary architect of, and National Director for, PNC’s highly-regarded Wealth Planning Group, a team of more than 100 attorneys, CPAs, and CFPs. Also, corporate-wide responsibility for the overall strategic direction and delivery of wealth planning advice across PNC.

♦ Recognized authority on effective client conversations, presentations, and structuring professional practice

groups. Extensive speaking experience, as well as national media and publications credits.

PROFESSIONAL EXPERIENCE PNC WEALTH MANAGEMENT 1995 - 2016 Philadelphia, PA Senior Vice President & Managing Director of Wealth Planning (2002–2016) National responsibility for wealth planners who provide advice to clients and prospective clients on complex estate, financial, and retirement planning. ♦ Led the integration of estate and financial planning into PNC’s sales and service model, resulting in significant

increases in new clients, expansion and deepening of existing relationships, and client satisfaction.

♦ Corporate-wide responsibility for the design and implementation of a successful white boarding and client experience program to retain, expand, and deepen existing relationships.

♦ Wealth planner sourcing credit tripled over three-years period, with significant new revenue generated directly

from centers of influence and external channels. ♦ Created and enforced consistent practice standards, including a disciplined peer review process, leading to a

more recognizable brand and reduced risk. ♦ Personally responsible for sourcing and hiring many wealth planners using extensive external talent network. ♦ Designed major knowledge management and workflow systems by leveraging existing technology to track

planner activity, improve workflow, reduce risk, and enforce consistent practice standards. ♦ Board member and sought-after coach for PNC’s nationally-recognized Advisortrak training program. ♦ Delivered podcasts and numerous workshops, such as Shakespeare, Jazz Drumming & the Art of Creative

Communication and Hamlet or Sinatra: Contradictions & Creativity in the Business Owner’s Estate Plan. ♦ Co-authored 13 articles for professional journals, including three published in the Journal of Estate Planning. ♦ Frequently interviewed and cited as national expert in major media outlets, including CNBC, Huffington Post

Live, Fox Business News, Fortune, Forbes, USA Today, and Town & Country.

STEPHEN S. PAPPATERRA Page 2

Vice President & National Director of Estate Planning (2000–2001) Managed Estate Planning Group, with overall responsibility to grow new clients and future fiduciary appointments, as well as support team members on complex estate planning. Vice President & Director of Estate Planning (1995–2000) Provided estate planning advice to clients and their advisors in the New Jersey market until promotion to Director of Estate Planning for PNC’s then-largest-market (Philadelphia) in 1999. Also served as Adjunct Assistant Professor of Business Law at Mercer County College (1994–2000). BRANDT, HAUGHEY, PENBERTHY, LEWIS & HYLAND, Moorestown, NJ 1993 - 1994 Trusts & Estates Attorney Associate at boutique business and tax planning firm; headed firm's client development program. ARCHER & GREINER, P.C., Haddonfield, NJ 1991 - 1993 Trusts & Estates Attorney Summer Associate and, following graduation, Trusts & Estates attorney at one of New Jersey's largest law firms. UNITED JERSEY BANK, Cherry Hill, NJ 1983 - 1991 NEW JERSEY NATIONAL BANK, Princeton, NJ Business Development Officer Successfully generated personal trust and investment management business after completing management and trust training programs. PROFESSIONAL MEMBERSHIPS New Jersey and Pennsylvania Bars Philadelphia Estate Planning Council

Board Member, Philadelphia Shakespeare Theater EDUCATION

JURIS DOCTOR, 1992, Rutgers University School of Law, Camden, NJ Teaching Assistant: Research, Writing, and Moot Court 1989 - 1991

Dean's Scholar, 1991

B.A., 1983, Rutgers University, New Brunswick, NJ

New York Philharmonic Percussion Studies, 1978 - 1981

INTERESTS / FAMILY

Shakespeare enthusiast ♦ avid adult baseball player ♦ reads extensively on wide range of subjects ♦ works as drummer and percussionist in big bands, cabaret, and professional musical theater ♦ regularly receives class and individual speaking instruction from theatrical professionals ♦ married 29 years ♦ 3 children (including 2 girls adopted from China and Korea)