M&T Securities

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M&T Securities Employees

Employee
Years
Job
Industry
Justin Badura Justin Badura Buffalo, New York Details
Justin Badura's M&T Securities Experience April 2015 - Present
Job Business & Planning Manager at M&T Securities
Industry Financial Services
Experience
M&T Securities   April 2015 - Present
M&T Securities   October 2013 - April 2015
M&T Securities   June 2012 - October 2013
M&T Securities   April 2011 - June 2012
M&T Bank  June 2006 - April 2011

Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Presentation Development, Presentations, Coaching, Job Coaching, Financial Services, Financial Markets, Supply Chain Management, Supply Chain, Supply Management, Strategic Communications, Interviews, Mergers & Acquisitions, Customer Service, Customer Satisfaction, Escalation Resolution, Customer Escalation..., Series 7, Series 63, Series 24, series 53, Career Development, Business Strategy, Business Analysis, New Business Development, Strategic Planning for..., Microsoft Excel, Microsoft Office, Microsoft Access, Management, Project Management, Analytics, Managerial Finance, Managerial Skills, Call Center Development, Manage Complex Projects, Operational Excellence, Lean Thinking, Process Efficiency, Operations Management, Operations Research, Time Management, Timely Decision Making, Multi Tasking, Organizational..., Cross-functional Team..., Capital Budgeting

Education
Medaille College   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

University at Buffalo   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Supply Chain Management

Claire McCarthy, CFP® Claire McCarthy, CFP® Buffalo/Niagara, New York Area Details
Claire McCarthy, CFP®'s M&T Securities Experience February 2012 - Present
Job Regional Sales Manager, Administrative Vice President, M&T Securities, Inc.
Industry Financial Services
Experience
M&T Securities   February 2012 - Present
M&T Securities,Inc.   January 2010 - February 2012
M&T Securities, Inc.   January 2000 - December 2009
M&T Bank  June 1998 - December 1999

Skills
Series 6, Series 7, Series 65, Series 24, Series 53, Series 99, Series 79, Series 63, Life Accident and Health, Certified Financial..., Sales Management, Strategic Financial..., Brokerage, Insurance, Compliance, Team Leadership, FINRA, Investments, Securities, Portfolio Management, Mutual Funds, Financial Planning, Banking, Management, Risk Management

Education
Canisius College   1994 — 1998
Bachelor of Arts, Modern Languages, Specialization in Spanish

Nardin Academy

Braxton C. Street Braxton C. Street Baltimore, Maryland Area Details
Braxton C. Street's M&T Securities Experience November 2011 - April 2013
Job Teach For America Corps Member & Elected Member, Democratic State Central Committee MD District 11 www.braxtonstreet.com
Industry Political Organization
Experience
Teach For America  June 2014 - Present
Maryland Democratic Party  June 2014 - Present
Stanley Black & Decker , Inc.   May 2013 - June 2014
Maryland General Assembly  April 2013 - July 2013
M&T Bank  July 2012 - April 2013
M&T Securities   November 2011 - April 2013
M&T Bank  July 2011 - July 2012
"Political Consultants and Campaigns: One Day To Sell" - Dr. Jason Johnson   January 2011 - May 2011
Morehouse College  August 2010 - May 2011
Morehouse Economic Association   August 2010 - May 2011

Skills
Public Speaking, Microsoft Office, Event Planning, Research, Customer Service, PowerPoint, Community Outreach, Social Media, Non-profits, Microsoft Excel, Leadership, Fundraising, Data Analysis, Volunteer Management, Building Relationships, Nonprofits, Management, Recruiting, Training, Outlook, Sales, Finance, Human Resources, Strategy, Economics, Negotiation, Social Networking

Education
The Johns Hopkins University   2014 — 2016
Master's Degree, Education

Morehouse College   2007 — 2011
B.A., Economics

University of Maryland Baltimore County   2009 — 2009
Economics (Calculus)

Linda Kensinger, CFP ® Linda Kensinger, CFP ® Buffalo/Niagara, New York Area Details
Linda Kensinger, CFP ®'s M&T Securities Experience 2000 - 2004
Job Senior Sales Manager at HSBC Bank
Industry Financial Services
Experience
HSBC Bank  April 2015 - Present
First Niagara Bank  April 2014 - December 2014
First Niagara Bank  May 2012 - April 2014
HSBC Bank  October 2005 - May 2012
HSBC  October 2008 - October 2011
M&T Securities   2000 - 2004
M&T Bank  1990 - 2000

Skills
Series 63, Loans, Series 7, Portfolio Management, Consumer Lending, Wealth Management, Commercial Banking, Mutual Funds, Commercial Lending, Retail Banking, Certified Financial..., Life, accident and..., Notary Public, Series 6, Series 31, Series 66, Banking, Credit, Management, Small Business Lending, Financial Services, Investments, Relationship Management, Cross Selling, Leadership, Financial Planning, Retirement Planning, Customer Service

Education
State University of New York at Buffalo
Bachelor of Science, Business Administration

State University of New York at Buffalo
MBA, Business Administration and Management, General

Debbie Hontz Debbie Hontz Baltimore, Maryland Area Details
Debbie Hontz's M&T Securities Experience August 2008 - October 2012
Job Managing Director, Municipal Credit and Research
Industry Capital Markets
Experience
DH Bond Analysis, LLC   June 2014 - April 2015
Janney Montgomery Scott  October 2012 - January 2014
M&T Securities   August 2008 - October 2012
Ferris Baker Watts  May 2005 - September 2008
Legg Mason  January 1999 - May 2003
Alex Brown & Sons, BT Alex Brown   October 1991 - December 1998
E.A. Moos & Co   October 1987 - October 1991
Marine Midland Bank  May 1986 - October 1987

Skills
Municipalities, Bonds, Public Finance, Municipal Bonds, municipal research, Fixed Income, Series 7, Bloomberg, Capital Markets, Alternative Investments, High Yield, Securities, Mutual Funds, Investment Banking, Series 63, FINRA, Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Structured Finance, Equities, Investment Strategies, Investment Advisory, Investments

Education
Syracuse University   1982 — 1986
Bachelor of Fine Arts, Musical Theater, Business Minor, Concentration in Computers, 3.75 GPA

Chatham Central High School, Chatham, NY

Tyler Hamill Tyler Hamill Buffalo/Niagara, New York Area Details
Tyler Hamill's M&T Securities Experience May 2015 - Present
Job Securities Advisor II M&T Securities
Industry Financial Services
Experience
M&t securities   May 2015 - Present
M&T Securities   April 2014 - May 2015

Skills
Banking, Financial Analysis, Microsoft Excel, Portfolio Management, Risk Management, Securities

Education
Syracuse University   2009 — 2013
Bachelor of Arts (B.A.), Economics, senior

Clarence High School

Peter Munich Peter Munich Buffalo, New York Details
Peter Munich's M&T Securities Experience April 1999 - March 2010
Job Private Client Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  March 2010 - Present
M&T Securities   April 1999 - March 2010
Principal Financial Group  1995 - April 1999

Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Equities, Securities, Asset Allocation, Portfolio Management, Investments, Series 7, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Management, Financial Planning, Finance

Education
The American College
Certified Financial Planner

Canisius College
Master of Business Administration (MBA)

Rochester Institute of Technology
Bachelor of Science (BS), Printing Management

Jayne Delaney Jayne Delaney Buffalo/Niagara, New York Area Details
Jayne Delaney's M&T Securities Experience 1996 - 1999
Job Pharmaceutical Speciality Sales Representative
Industry Pharmaceuticals
Experience
AstraZeneca  September 2003 - Present
AstraZeneca  May 1999 - September 2003
M&T Securities   1996 - 1999
M&T Bank  1992 - 1996
M&T Bank  1987 - 1992
M&T Bank  1985 - 1987
M&T Bank  1983 - 1985
Corpus Christi National Bank   1982 - 1983

Skills
Sales Management, Business Development, Relationship Management, Strategic Planning, Budgeting & Expense..., Business Operations..., Training & Development, Performance Management, Continuous Learning, Healthcare, Customer Focus, Pharmaceuticals, Coaching, Mentoring, Sales Force..., Budget Management, Pharmaceutical Sales, Strategy Development, Change Management, Account Management, Team Building, Team Leadership, Neuroscience, Consultative Selling, Key Account Management, Business Analysis, Business Planning, Strategic Thinking, Public Speaking, New Business Development, Problem Solving, Data Analysis, Psychiatry, Product Launch, Pharmaceutical Industry, Sales Effectiveness, Diabetes

Education
Canisius College   1995 — 1998
MS, Organizational Communication

Canisius College   1980 — 1982
BA, Communication

Mathew Barber Mathew Barber Syracuse, New York Details
Mathew Barber's M&T Securities Experience June 2007 - September 2010
Job Owner/Financial Advisor at BARBER Financial Management, LLC
Industry Financial Services
Experience
BARBER Financial Management   June 2014 - Present
HighPoint Advisors, LLC   November 2011 - June 2014
Future Fund of CNY   2007 - 2012
Chase investment services  September 2010 - November 2011
M&T Securities   June 2007 - September 2010
MetLife Resources  August 2005 - May 2007

Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Insurance, 401k, Investments, Investment Advisory, Asset Allocation, Small Business, Marketing Strategy, Disability Insurance, Financial Analysis, Financial Planners, Team Building, Management, Series 65, Retirement, Marketing, Market Planning, Mutual Funds, Budgets, Finance, Forecasting, Financial Goals, Health Insurance, Wealth Accumulation, Term Life Insurance, Long-term Care, Series 63, Strategic Planning, Financial Services, Non-profits, Life Insurance, Pensions, Long Term Care Insurance, Nonprofits, Financial Planning

Education
State University of New York College at Fredonia   1997 — 2002
BA, Business Administration and Management Information Systems

April Whisenhunt April Whisenhunt Syracuse, New York Area Details
April Whisenhunt's M&T Securities Experience December 2011 - Present
Job Branch Manager at M&T Bank
Industry Banking
Experience
M&T Securities   December 2011 - Present
M&T Bank  December 2011 - Present
Oneida Savings Bank/ National Bank   March 2006 - October 2011
Carolina First Bank  May 2005 - March 2006

Skills
Loans, Credit, Underwriting, Banking, Loan Origination, Payments, Customer Service, Risk, Savings, Cards, Microsoft Office, Excel, Retail, Sales, Cross Selling, Investments, Branch Banking, Customer Retention, Interviews, Retail Banking, Consumer Lending, Commercial Banking, Lines Of Credit, Small Business Lending, Deposits, Relationship Management, Branch Management, Credit Risk, Commercial Lending, Credit Analysis, Credit Cards, Risk Management, Operational Risk, Internet Banking, Treasury Management, Core Banking, SBA, Refinance, Cash Management, Home Equity Lines of..., Insurance

Education
Mohawk Valley Community College

Utica School of Commerce
Business Management

Laura Pitsikoulis Laura Pitsikoulis Athens, Georgia Details
Laura Pitsikoulis's M&T Securities Experience June 2011 - December 2013
Job Owner at Big Frog Custom TShirts & More
Industry Retail
Experience
Big Frog Custom T-Shirts & More  February 2015 - Present
Girl Talk  January 2009 - February 2015
Stadion Money Management  March 2014 - September 2014
M&T Securities   June 2011 - December 2013
Wilmington Trust  January 2005 - May 2011
Balentine and Co   April 1995 - January 2005
Sterne Agee  1990 - 1995
Johnson Lane   1986 - 1989

Skills
Equity Trading, ETFs, Equities, Options, Trading, Best Execution, Mutual Funds, Risk Management, Investment Management, Asset Management, Securities, Series 7, Series 63, Financial Advisory, Investments, Investment Advisory, Derivatives, Bonds, FINRA, Series 24, Financial Markets, Financial Services, Compliance, Equity Derivatives, Management, Operations Management, Operational Risk, Team Management, Project Management

Education
The University of Georgia   1979 — 1983
BA, Journalism and Communication

Daniel J. Boote Daniel J. Boote Wilkes Barre, Pennsylvania Details
Daniel J. Boote's M&T Securities Experience December 2009 - December 2012
Job Assistant Vice President Community Bank, N.A.
Industry Banking
Experience
Community Bank, N.A.   December 2012 - Present
Bank of America  December 2012 - December 2013
M&T Bank  December 2009 - December 2012
M&T Securities   December 2009 - December 2012
Town and Country Auto Credit Inc.   January 2004 - January 2008

Skills
Series 6, Series 63, PA Life, Accident,..., FINRA Licensed, NMLS Licensed, PA Department of..., Loans, Banking, Mortgage Lending, Finance, Insurance, Lines Of Credit, Branch Management, Financial Analysis, Consumer Lending, Sales, Hedge Funds, Customer Service, Loan Origination, Commercial Banking, Commercial Lending, Management, Branch Banking, Retail Banking, FINRA, Small Business Lending, Securities, Business Development, Mortgage Banking, Credit

Education
Bloomsburg University of Pennsylvania   2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government

E.L. Meyers High School   1998 — 2002

John H. Hobika, Jr John H. Hobika, Jr New Hartford, New York Details
John H. Hobika, Jr's M&T Securities Experience April 2000 - Present
Job Vice President/Senior Regional Insurance Coordinator at M&T Securities, Inc.
Industry Financial Services
Experience
M&T Securities   April 2000 - Present
KeyCorp  April 1998 - March 2000
New England Financial  March 1994 - March 1998
Northwestern Mutual  1992 - 1994

Skills
Insurance, Finance, Banking, Estate Planning, Disability Insurance, Management, Employee Benefits, Retirement Planning, Sales, Long-term Care, Small Business, Life Insurance, Underwriting, Portfolio Management, Risk Management, Analysis, Credit, Loans, Mortgage Lending, Program Management, Strategic Financial..., Commercial Lending, Credit Analysis, Commercial Banking, Comprehensive Estate..., Charitable Gift Planning, Public Speaking

Education
The American College   2003 — 2012
Financial Service Designations

Utica College   1989 — 1991
Bus Admin/Operations Management

State University of New York at Delhi   1986 — 1988
Business Administration

The New England Career School
Insurance

Jennifer Jurek Jennifer Jurek Buffalo/Niagara, New York Area Details
Jennifer Jurek's M&T Securities Experience January 2002 - May 2004
Job Certified Financial Planner® at Sgroi Financial, LLC
Industry Financial Services
Experience
Sgroi Financial, LLC   May 2011 - Present
Sgroi Financial, LLC   May 2004 - Present
M&T Securities   January 2002 - May 2004
M&T Bank  September 1996 - January 2001
M&T Bank  May 1995 - September 1996

Education
Canisius College   1991 — 1995
BA, Finance

Keith Sidell Keith Sidell Greater New York City Area Details
Keith Sidell's M&T Securities Experience February 2012 - April 2013
Job Education Counselor at Online Trading Academy
Industry Financial Services
Experience
Online Trading Academy  January 2015 - Present
City Wide Apartments, Inc.   April 2013 - Present
M&T Securities   February 2012 - April 2013
Merrill Lynch  February 2011 - February 2012
Merrill Lynch  June 2004 - February 2011

Skills
Bloomberg, Series 7, Portfolio Management, Investments, Finance, Securities, Mutual Funds

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Science, Economics

Kevin Neubeck Kevin Neubeck Buffalo/Niagara, New York Area Details
Kevin Neubeck's M&T Securities Experience February 2014 - April 2014
Job Licensed Personal Banker at Evans Bank
Industry Financial Services
Experience
Evans Bank  August 2014 - Present
M&T Securities   February 2014 - April 2014
First Niagara Bank  May 2012 - January 2014
HSBC  May 2008 - May 2012

Skills
Banking, Retail Banking, Credit, Customer Service, Loan Origination, Relationship Management, Branch Banking, Finance, Equities, Commercial Banking, Small Business Lending, Investments, Series 6, Mutual Funds, Securities, Insurance, Series 63, Lines Of Credit

Education
Hilbert College   2009 — 2011
Finance, Business Administration and Management, General

North Collins Jr/Sr High School   2001 — 2006

Lisa Pender, CFP®, ChFC® Lisa Pender, CFP®, ChFC® Buffalo/Niagara, New York Area Details
Lisa Pender, CFP®, ChFC®'s M&T Securities Experience February 2006 - September 2013
Job Director of Financial Planning Programs at Keir Educational Resources
Industry Financial Services
Experience
Keir Educational Resources  June 2014 - Present
M&T Securities, Inc.   September 2013 - May 2014
M&T Securities   February 2006 - September 2013
M&T Bank  August 2002 - February 2006
LPL Financial Services  1997 - 2002

Skills
Series 63, Series 7, Series 24, Life & Health Insurance..., Investments, Finance, Series 6, Mutual Funds, Retirement, Securities, Asset Allocation, Fixed Annuities, Insurance, Sales, Training, Wealth Management

Education
College for Financial Planning   2007 — 2007
Registered Paraplanner, Financial Planning

Medaille College   2004 — 2007
Bachelors, Business Administration

State University of New York College at Brockport   1993 — 1995
Accounting / Sports Med

The American College
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services

Gregg Jensen Gregg Jensen Buffalo/Niagara, New York Area Details
Gregg Jensen's M&T Securities Experience April 2014 - Present
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   April 2014 - Present
HSBC Securities  May 2013 - April 2014
HSBC  July 2009 - April 2013
AXA Advisors, LLC  September 2006 - July 2009
US Border Patrol  March 2002 - November 2005
Kaufmann's Department Stores  March 2000 - March 2002

Skills
Financial Planning, Insurance, Investments, Banking, Asset Management, Customer Relations, Strategic Planning, Strategic Financial..., Sales, Negotiation, Team Building, Customer Service, New Business Development, Finance, Time Management, Analysis, CRM, Leadership, Mutual Funds

Education
State University of New York at Buffalo   1996 — 2000
BS, Psychology

Hamburg High School   1992 — 1996

Brian Stamp Brian Stamp Baltimore, Maryland Area Details
Brian Stamp's M&T Securities Experience 2000 - 2008
Job Assistant Vice President / Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  March 2011 - Present
Stamp Financial Services, Inc.   August 2008 - February 2011
M&T Securities   2000 - 2008

Education
State University of New York College at Fredonia   1996 — 2000
Business, Finance

Steven M. DiGregorio Steven M. DiGregorio Greater New York City Area Details
Steven M. DiGregorio's M&T Securities Experience February 1998 - August 2004
Job President, Compass Asset Management Group, LLC
Industry Financial Services
Experience
Compass Asset Management Group, LLC   September 2009 - Present
Spire Investment Partners  September 2009 - Present
Banc of America Investments  January 2007 - September 2009
KeyBanc Capital Markets  August 2004 - January 2007
M&T Securities   February 1998 - August 2004
Mutual of Omaha  October 1987 - February 1998
United States Air Force  September 1983 - August 1987

Skills
Wealth Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Strategic Financial..., Finance, Investment Strategies, Financial Advisory, Public Speaking, Team Building, Investment Management, 401k Rollovers, Trusts, Succession Planning, Insurance, Wealth Management..., Personal Financial..., Qualified Retirement..., Investment Policy..., Executive Pay, Life Insurance, Financial Planning, Entrepreneurship, Qualified Domestic..., Certified Divorce..., 501(c)(3)

Education
American College of Financial Planning   2001 — 2002
CFA, Certified Financial Analyst

Marist College   2000 — 2001
Certificate, Certified Financial Planning

State University of New York College at Plattsburgh   1983 — 1987
Business, Economics

Frank Hoban Frank Hoban Ithaca, New York Area Details
Frank Hoban's M&T Securities Experience March 2010 - Present
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   March 2010 - Present
Tompkins County American Red Cross   July 2009 - Present
Merrill Lynch  2008 - February 2009
Bell General Office Credit Union   May 2002 - 2007
Ameritech  1996 - 2000
Wisconsin Health Information Network   January 1993 - December 1996

Education
Loyola University Chicago
BBA, Marketing

The University of Chicago
MBA, Finance

James Robert Horn, CLTC James Robert Horn, CLTC Rochester, New York Area Details
James Robert Horn, CLTC's M&T Securities Experience January 2011 - January 2013
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2013 - Present
M&T Securities   January 2011 - January 2013
The Greater Rochester Network   January 2009 - January 2011
Northwestern Mutual  January 2008 - January 2011
Lowes Home Improvement  2001 - 2007

Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Insurance, Wealth Management, Estate Planning, Financial Analysis, Finance, Securities, Asset Management, Leadership, Life Insurance, Asset Allocation, Strategic Financial..., Financial Planners, Analysis, Financial Advisory, Series 7, Long-term Care, 401k, Disability Insurance, Financial Planning

Education
Saint John Fisher College   1995 — 1998
Bachelor of Science, Management and Psychology

Monroe Community College   1993 — 1994
Science

Nicholas Ey Nicholas Ey Essex, Maryland Details
Nicholas Ey's M&T Securities Experience April 2001 - November 2006
Job Vice President at F.N.B. Wealth Management
Industry Financial Services
Experience
F.N.B. Wealth Management   June 2014 - Present
PNC Investments  January 2013 - June 2014
TRANSAMERICA CAPITAL MANAGEMENT - DENVER, CO   January 2008 - December 2012
AIG  April 2007 - December 2007
CITIBANK INVESTMENT SERVICES   December 2006 - April 2007
M&T SECURITIES   April 2001 - November 2006
UBS PAINE WEBBER – HUNT VALLEY   January 1999 - March 2001
UNITED STATE NAVY – NORFOLK   September 1993 - September 1998

Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Fixed Annuities, 401k, Asset Management, Banking, Financial Advisory, Retail Banking, Strategic Planning

Education
University of Phoenix   1999 — 2002
Master of Business Administration (MBA)

St. Leo University   1996 — 1999
Bachelors of Arts, Marketing

Calvert Hall College High School   1989 — 1993

Amanda Matyjas Crotty Amanda Matyjas Crotty Buffalo/Niagara, New York Area Details
Amanda Matyjas Crotty's M&T Securities Experience 2000 - 2004
Job Manager at Delaware Soccer Club of Buffalo NY
Industry Nonprofit Organization Management
Experience
Delaware Soccer Club of Buffalo NY   April 2015 - Present
Delaware North Companies - Sportservice  May 2013 - April 2015
Ken-Ton Meals on Wheels   May 2009 - February 2012
Erie County  January 2008 - January 2009
Jack Davis for Congress   April 2004 - November 2004
M&T Securities   2000 - 2004
Morgan Stanley  1997 - 1999
National Campaign to Prevent Teen Pregnancy  1996 - 1997
Tucker Alan Inc.  1994 - 1996

Skills
Fundraising, Editing, Employment Law, Non-profits, Blogging, Social Media, Grant Writing, Training, Newsletters, Nonprofits, Press Releases, Public Speaking, Strategic Planning, Community Outreach, Management, Program Development, Budgets

Education
Georgetown University   1989 — 1993
BSFS, French, Economics, Finance, International Trade and Relations

L’Institut d’Etudes Politiques   1991 — 1992
Junior Year Abroad, Foreign Studies

Nardin Academy   1985 — 1989
NYS Regents Honors

Tim Van Slooten Tim Van Slooten Saddle River, New Jersey Details
Tim Van Slooten's M&T Securities Experience January 2013 - Present
Job Regional Sales Manager at M&T Securities
Industry Financial Services
Experience
M&T Securities   January 2013 - Present
Capital One  May 2008 - January 2013
Apple Bank for Savings  September 2006 - May 2008
Independence Community Bank  February 2005 - September 2006
Liberty Mutual Insurance  January 2003 - February 2005
DFD DISTRIBUTORS/SG STRUCTURED PRODUCTS, INC   May 2002 - October 2002
Dreyfus  March 2000 - January 2002
Bank of New York - Essex Corp   January 1993 - February 2000

Skills
Series 7, Consumer Lending, Investments, Loans, Banking, Leadership, Mutual Funds, Management, Series 63, Mortgage Lending, Credit, Commercial Banking, Retail Banking

Education
Marist College   1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Political Science and Government

Charlie Wermuth Charlie Wermuth Greater Philadelphia Area Details
Charlie Wermuth's M&T Securities Experience February 2013 - January 2015
Job National Sales Director at Bank Investment Services
Industry Financial Services
Experience
Santander Investment Services  January 2015 - Present
M&T Securities   February 2013 - January 2015
PNC Investments  2006 - February 2013
Hudson Trader Investments   December 2003 - 2006
Bank of America  1998 - 2003
Gruntal  1996 - 1997

Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65

Education
Rider University   1988 — 1992

Father Judge   1984 — 1988

HANIFE GHAFFARI HANIFE GHAFFARI Rockville, Maryland Details
HANIFE GHAFFARI's M&T Securities Experience June 2008 - April 2009
Job Mortgage Loan Officer at The Mortgage Link Inc.
Industry Financial Services
Experience
The Mortgage Link Inc.  November 2012 - Present
Empire Financial Services Inc  September 2011 - November 2012
M&T Bank  March 2009 - May 2011
M&T Securities   June 2008 - April 2009
M&T Bank  March 2003 - June 2008
M&T Bank  2000 - 2003
Big Lots  January 1999 - January 2000
Classic Bakery   January 1997 - January 1999
Various Public High Schools in Turkey   January 1985 - January 1994

Skills
Fluent in Turkish, Fluent in Farsi, Excellent..., Expert at Financial..., Knowledge in Office..., Organizational Skills, Time Management, Prioritization, Banking, Analysis, Finance, Public Speaking, Portfolio Management, Loans, Sales, Real Estate Transactions, Negotiation, Insurance, Policy, Credit, Customer Service, Business Development, Sales Management, Organization &..., Marketing, Mortgage Lending, Management, Strategic Planning, Retail, Microsoft Office, Organizational..., Investments, Training, Leadership, Financial Analysis, Microsoft Excel, Social Media, Underwriting, Budgets

Education
   1981 — 1985
bachelor, Language Art

Ankara University   1980 — 1985
Bachelors of Art: Language ArtsMasters, Psychology of Education

Scott Grebenstein Scott Grebenstein Washington D.C. Metro Area Details
Scott Grebenstein's M&T Securities Experience 2008 - 2010
Job CFO at McLaughlin Ryder Investments, Inc.
Industry Financial Services
Experience
McLaughlin Ryder Investments, Inc.   2010 - Present
M&T Securities   2008 - 2010
Mercantile Brokerage Services (acquired by PNC in 2008)   2003 - 2008
The Advisors Group (acquired by Ameritas Investment Co.)   1995 - 2003

Skills
Securities, Asset Management, Finance, Financial Analysis, Risk Management, FINRA, Financial Markets

Education
University of Maryland - Robert H. Smith School of Business   1991 — 1994
MBA

University of Maryland - Robert H. Smith School of Business   1991 — 1994

James N. Schmigel, Jr., CFP James N. Schmigel, Jr., CFP Buffalo/Niagara, New York Area Details
James N. Schmigel, Jr., CFP's M&T Securities Experience November 1994 - Present
Job Senior Financial Consultant at M&T Securities, Inc.
Industry Financial Services
Experience
M&T Securities   November 1994 - Present
MetLife  May 1983 - November 1994

Education
State University of New York at Buffalo - School of Management   1979 — 1983
BS, Business Administration and Management, General

Daniel Banks Daniel Banks Bethlehem, Pennsylvania Details
Daniel Banks's M&T Securities Experience August 2005 - August 2007
Job President at Silver Crest Insurance, Inc
Industry Insurance
Experience
Silver Crest Insurance, Inc   June 2014 - Present
Lehigh Valley Senior Solutions   December 2009 - June 2014
Milestone Financial Associates,LLC   August 2008 - July 2010
M&T Securities   August 2005 - August 2007
The Guardian Life Insurance Company, First Financial Group   August 2000 - August 2005

Skills
Retirement Planning, Long-term Care, Insurance, Investments, Estate Planning, Strategic Planning, Budgets, 401k, Disability Insurance, IRAs, Retirement, Health Insurance, Workers Compensation, Underwriting, Whole Life, Casualty, Life Insurance, Brokers, Medicare, Sales, Term Life Insurance, Critical Illness, Medicaid, Fixed Annuities, Long Term Care Insurance, Small Business, Umbrella Insurance, Accident

Education
Kutztown University of Pennsylvania   1991 — 1995
Psychology, Criminal Justice

Mansfield University of Pennsylvania   1990 — 1991

Ryan Myers Ryan Myers Buffalo/Niagara, New York Area Details
Ryan Myers's M&T Securities Experience September 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
M&T Securities   September 2014 - Present
Merrill Lynch  July 2013 - September 2014
Myers Medical, Inc.   December 2011 - July 2013
RecoverCare LLC  March 2007 - December 2011

Skills
Sales Operations, Healthcare, Sales, Hospitals, Team Building, Medical Devices, Training, Management, Selling, Sales Management, Logistics, Business Development, Series 7, Series 24, series 66, Wealth Management, Strategic Financial..., Financial Markets, Estate Planning, Asset Management, College Savings Plans, Retirement Planning, Stocks, Bonds, Municipal Bonds, Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Strategic Planning, Comprehensive Planning, Acute Care, Account Management, Market Development, Sales Process, Wound Care, Solution Selling, Microsoft Office, Durable Medical..., Capital Equipment, Microsoft Excel, Sales Force Development, Operations Management, Marketing, Performance Management, New Business Development

Education
University of Missouri-Columbia   2003 — 2007
Business Management

Columbia College   2007 — 2011
Bachelor's Degree, Finance

Matthew Melia Matthew Melia Rochester, New York Details
Matthew Melia's M&T Securities Experience September 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
M&T Securities   September 2015 - Present
M&T Bank  January 2014 - August 2015
M&T Bank  July 2012 - January 2014
First Niagara Bank  June 2011 - July 2012
HSBC  December 2005 - June 2011

Skills
Credit, Banking, Commercial Lending, Commercial Banking, Mortgage Banking, Retail Banking, Wealth Management, Mutual Funds, Retirement Planning

Education
State University of New York at Albany   2001 — 2005
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

Elizabeth Kelleher - MBA, Lean Certified Elizabeth Kelleher - MBA, Lean Certified Buffalo/Niagara, New York Area Details
Elizabeth Kelleher - MBA, Lean Certified's M&T Securities Experience November 2008 - March 2011
Job Accounting Analyst at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank  June 2015 - Present
Citi Group  April 2014 - Present
Citi  April 2012 - April 2014
M&T Bank  March 2011 - April 2012
M&T Securities   November 2008 - March 2011

Skills
Certified Lean, Customer Service, Financial Analysis, Leadership, Finance, Accounting, Data Analysis, Analysis, Microsoft Excel, Account Reconciliation, Credit, Financial Reporting, Derivatives, Forecasting, Teamwork, Access, Banking, Credit Risk, Portfolio Management, Internal Controls, Awesomeness, Role-play, Workplace Safety, Credit Derivatives, Interest Rate Swaps, Interest Rate..., FX Derivatives, FX Swaps, Portfolio Performance..., Account Management, Coaching, Financial Regulation, Collateral Management, Financial Futures, Futures Trading, Margin Minder, Auditing, General Ledger, Corporate Finance, Process Improvement

Education
Medaille College   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0

Canisius College   2004 — 2008
Bachelor’s Degree, Finance/Economics, 3.5

Michael Viscosi Michael Viscosi Rochester, New York Area Details
Michael Viscosi's M&T Securities Experience May 1995 - Present
Job Vice President at M&T Securities
Industry Financial Services
Experience
M&T Securities   May 1995 - Present
Citicorp Investment Services  January 1992 - May 1995
Citibank  October 1988 - January 1992
Marine Midland Bank  January 1988 - October 1988
Walt Disney World  January 1985 - May 1985

Skills
Mutual Funds

Education
St. John Fisher College   1992 — 1995
Master of Business Administration (M.B.A.), Finance, General

Jon Delmonico Jon Delmonico Raleigh-Durham, North Carolina Area Details
Jon Delmonico's M&T Securities Experience July 2002 - October 2003
Job Customer Service Account Manager at PlotWatt
Industry Restaurants
Experience
PlotWatt  February 2015 - Present
Highwoods Properties  June 2012 - February 2015
Highwoods Properties  March 2009 - June 2012
Fidelity Investments  December 2007 - February 2009
Fidelity Investments  September 2003 - December 2007
M&T Securities   July 2002 - October 2003
Metlife Securities  December 2001 - July 2002
Putnam Investments  February 1999 - October 2001
YMCA  1996 - 1998

Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate

Education
Buffalo State College   1992 — 1996
Bachelor of Arts, Mass Communications

State University of New York College at Buffalo   1992 — 1996
BA, Communications

Jennifer Taggart Jennifer Taggart Hauppauge, New York Details
Jennifer Taggart's M&T Securities Experience June 1998 - January 2000
Job Senior Campaign Manager Man & Woman of the Year Campaign at The Leukemia & Lymphoma Society
Industry Philanthropy
Experience
The Leukemia & Lymphoma Society  September 2014 - Present
J. Hilburn  January 2012 - Present
Acumen Solutions Group   2013 - 2014
The Leukemia & Lymphoma Society  January 2006 - January 2012
M&T Securities   June 1998 - January 2000

Skills
Luxury Goods, Customer Service, Public Speaking, Strategic Planning, Coaching, Fundraising, Social Media, Event Planning, Fashion, Retail, Merchandising, Apparel, Marketing, Sales, Business Development, Public Relations

Education
Cornell University   1991 — 1995
BS, Applied Economics and Marketing

Tyler Tucker Tyler Tucker Buffalo/Niagara, New York Area Details
Tyler Tucker's M&T Securities Experience October 2013 - April 2014
Job Analyst at Citi
Industry Banking
Experience
Citi  April 2014 - Present
M&T Securities   October 2013 - April 2014
M&T Securities   August 2012 - October 2013
M&T Bank  June 2011 - July 2012
M&T Bank  August 2009 - June 2011
M&T Bank  January 2006 - August 2009

Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Sales, Leadership, Microsoft Word, Analysis, Banking, Public Speaking

Education
University at Buffalo, School of Management   2009 — 2011
Bachelor of Science, Business Administration

State University of New York College at Cortland   2007 — 2009
Business Economics

Tom Deck Tom Deck Buffalo/Niagara, New York Area Details
Tom Deck's M&T Securities Experience August 2014 - Present
Job Chief Compliance Officer at M&T Securities
Industry Financial Services
Experience
M&T Securities   August 2014 - Present
M&T Securities, Inc   August 2013 - August 2014
Nationwide Securities LLC  May 2012 - August 2013
Independent Contractor  June 2011 - May 2012
BNY Mellon  December 2007 - February 2011
PNC Global Investment Servicing  December 2007 - June 2010
ING DIRECT  January 2001 - December 2007
ING Funds  May 1999 - December 2000
FINRA  June 1996 - May 1999
Merril Lynch  October 1995 - June 1996

Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage

Education
Temple University - Fox School of Business and Management   1993 — 1995
MBA, Finance

Franklin & Marshall College   1987 — 1991
BA

Hurstpierpoint College   1982 — 1986
O & A Levels

Julia O'Donnell Julia O'Donnell Syracuse, New York Area Details
Julia O'Donnell's M&T Securities Experience February 2010 - Present
Job Vice President Private Banking at Wilmington Trust
Industry Banking
Experience
Wilmington Trust  August 2015 - Present
Young Leaders Board for Salvation Army   December 2010 - Present
M&T Securities   February 2010 - Present
M&T Bank  January 2012 - July 2015
MACNY  October 2010 - June 2014
M&T Bank  November 2008 - December 2011
LDACNY   September 2008 - January 2011
HSBC Bank USA  September 2006 - November 2008
Automatic Data Processing  May 2004 - August 2006

Skills
Business, Cash Management, Financial Analysis, Small Business, New Business Development, Portfolio Management, Real Estate, Leadership, Commercial Real Estate, Entrepreneurship, Business Development, Interviews, Management, Selling, Start-ups, Finance, Banking, Payroll, Credit, Analysis, Commercial Lending, Strategic Planning, Loans, Investments, Financial Accounting, Sales, Insurance, Sales Operations, Tax, Strategic Financial..., Budgets, Training, Networking, Commercial Banking, Treasury Management, Access, Accounting, Underwriting, Credit Analysis, Marketing, Retail, Financial Statements, Financial Reporting, Small Business Lending, Integrated Marketing, Financial Services, Executive Management, Cold Calling, Asset Management, Risk Management

Education
Jefferson-Lewis BOCES New Vision Health Careers program   2001 — 2001

Bryant & Stratton College

Syracuse University - Martin J. Whitman School of Management

Syracuse University - Martin J. Whitman School of Management

University of Phoenix
B.A.

Stephenie L. Lane Stephenie L. Lane Washington D.C. Metro Area Details
Stephenie L. Lane's M&T Securities Experience 2006 - Present
Job Banking Officer, Relationship Banker IV
Industry Banking
Experience
M&T Securities   2006 - Present
M&T Bank  2003 - Present
M&T Bank  May 2011 - May 2011
M&T Bank  2010 - 2011
M&T Bank  May 2009 - May 2009

Skills
Direct Sales, Sales Management, Sales Leadership..., Sales Presentations, Customer Service..., Operations Management, Project Management, Creative Problem Solving, Collections, Coaching, Building High..., FINRA, Series 6, Life & Health Insurance..., Corporate Fraud..., Team Building, Financial Services, Consumer Lending, Commercial Lending, Sales, Training, Commercial Banking, Lines Of Credit, SBA

Education
Hagerstown Community College
Business Administration, Management and Operations

Terrence D'Angelo Terrence D'Angelo Buffalo/Niagara, New York Area Details
Terrence D'Angelo's M&T Securities Experience July 2000 - January 2011
Job Relationship Banker at M&T Bank
Industry Financial Services
Experience
M&T Bank  January 2011 - Present
M&T SECURITIES   July 2000 - January 2011
Guardian Life Insurance  June 1999 - May 2000
Moore Wallace  October 1984 - February 1999

Skills
Banking, Finance, Portfolio Management, Consumer Lending, Commercial Banking, Small Business Lending, Commercial Lending, Sales Management, Loans, Financial Analysis, Investments, Management, Sales, Credit, Retirement Planning

Education
State University of New York College at Buffalo   1980 — 1982
Business, Business

John Feeley, CFP® John Feeley, CFP® Waldorf, Maryland Details
John Feeley, CFP®'s M&T Securities Experience 1995 - Present
Job Vice President, Sr. Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   1995 - Present

Skills
CERTIFIED FINANCIAL..., Series 7, Strategic Financial..., Estate Planning, Series 63, Retirement Planning, Series 24, Series 65, Series 6, Retirement, Wealth Management, Asset Allocation, Investment Advisory, Fixed Annuities, Mutual Funds

Education
University of Maryland University College   1991 — 1992
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

University of Maryland College Park   1988 — 1990
Bachelor of Arts (B.A.), American Studies

Colleen Schuler Colleen Schuler Baltimore, Maryland Area Details
Colleen Schuler's M&T Securities Experience July 2003 - Present
Job Financial Consultant for M&T Securities
Industry Financial Services
Experience
M&T Securities   July 2003 - Present
M&T Bank  December 2007 - September 2008
M&T Bank  October 2005 - December 2007
Select Banker   April 2004 - October 2005
M&T Bank  July 2003 - April 2004

Skills
Series 7, Series 63, Series 6, Small Business Lending, Commercial Banking, Commercial Lending, Credit, Banking, Loans, Consumer Lending, Mortgage Lending, Uniform Combined State..., Portfolio Management, Retirement Planning

Education
Loyola University Maryland   2007 — 2009
MBA, Finance

Spring Hill College   1999 — 2003
BS, International Business

Christopher Lops Christopher Lops Buffalo/Niagara, New York Area Details
Christopher Lops's M&T Securities Experience January 2012 - Present
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   January 2012 - Present
HSBC Securities  2007 - December 2011
Citi Habitats NRT, LLC   2002 - 2007

Skills
Wealth Management, Securities, Investments, Finance, Equities, Real Estate, Investment Strategies, Entrepreneurship, Financial Risk, Management, Series 7, Real Estate Transactions, Series 63, Life Insurance, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Financial Services, Strategic Financial..., Trading Strategies, Asset Allocation, Insurance, Retirement, Hedge Funds, Series 26

Education
Northeastern University   1990 — 1994

Denise Proctor Denise Proctor Rockville, Maryland Details
Denise Proctor's M&T Securities Experience September 2010 - December 2012
Job Financial Consultant
Industry Financial Services
Experience
M&T Securities, Inc   January 2013 - Present
M&T Securities   September 2010 - December 2012
M&T Securities, Inc   May 2009 - September 2010
Provident Bank/Provident Investment Company   August 2008 - May 2009
First Investors Corporation  January 2005 - August 2008

Skills
Series 63, Series 7, Retirement Planning, Securities, Retirement, Fixed Annuities, Life Insurance, Financial Services, Series 65

Education
American University   1999 — 2003
BSBA, Finance & Marketin

Marshall Dearden Marshall Dearden Baltimore, Maryland Area Details
Marshall Dearden's M&T Securities Experience August 2008 - April 2012
Job RIA Consultant at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp.  April 2012 - Present
M&T Securities   August 2008 - April 2012
PNC  2006 - 2008
The Acacia Group  1985 - May 2004
Ameritas Investment Corp.  1985 - 2004
Calvert  1985 - 2004
The Advisors Group  1995 - 2002

Skills
CFP, Risk Management, Series 7, Portfolio Management, Securities, Mutual Funds, Customer Relations, Asset Management, Equities, Trading, Compliance, Asset Managment

Education
University of Maryland College Park   1980 — 1985
BA, History

B-CC High School   1976 — 1980

Mark Winfree Mark Winfree Lancaster, Pennsylvania Area Details
Mark Winfree's M&T Securities Experience November 2005 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  January 2007 - January 2008
M&T Securities   November 2005 - January 2007
Wachovia Bank  June 2002 - November 2005

Education
Kutztown University of Pennsylvania

Dominick Lanuti Dominick Lanuti Buffalo/Niagara, New York Area Details
Dominick Lanuti's M&T Securities Experience May 2015 - Present
Job Vice President, Senior Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   May 2015 - Present
HSBC Securities  March 2010 - May 2015
Morgan Stanley Smith Barney  November 2007 - March 2010
M&T Bank  November 2005 - November 2007

Skills
Equities, Investment Advisory

Education
University at Buffalo   2000 — 2004
BA, Economics, History

Adam Godlove Adam Godlove Buffalo/Niagara, New York Area Details
Adam Godlove's M&T Securities Experience January 2009 - November 2010
Job Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank  Operations Manager, Assistant Vice PresidentM&T BankNovember 2010 - Present
M&T Securities   January 2009 - November 2010
Ascensus  July 2008 - April 2010

Skills
Visio, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Six Sigma, Vendor Management, Leadership, Analysis, Team Leadership, Team Building, Change Management, Project Management, Cross-functional Team..., Banking

Education
Clarkson University   2001 — 2002
MBA, Business Administration

Clarkson University   1997 — 2001
BA, Finance

Anthony Sivillo Anthony Sivillo Hershey, Pennsylvania Details
Anthony Sivillo's M&T Securities Experience February 2014 - Present
Job AVP & Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities   February 2014 - Present
Citizens Investment Services  September 1994 - February 2014

Skills
Series 7, Series 63, Series 6, Series 65, Series 24, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Securities, FINRA, Fixed Annuities

Education
University of Scranton   1986 — 1990
BA, English

Chaminade High School   1982 — 1986

Kelly Colaprete Kelly Colaprete Buffalo/Niagara, New York Area Details
Kelly Colaprete's M&T Securities Experience October 2007 - January 2011
Job Manager, Operational Risk at HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA  September 2014 - Present
Manning & Napier Advisors  May 2013 - September 2014
HSBC  February 2011 - May 2013
M&T Securities   October 2007 - January 2011
Canisius College  2010 - 2011

Skills
Operational Risk..., Compliance, Securities, Risk Management, Strategy

Education
Canisius College   2004 — 2006
MS, Communication & Leadership

Canisius College   1998 — 2002
BA

Gerasimos Dimitratos Gerasimos Dimitratos Greater New York City Area Details
Gerasimos Dimitratos's M&T Securities Experience June 2007 - August 2009
Job Construction/Project Management at Northeast Contracting
Industry Construction
Experience
Northeast Contracting   February 2011 - Present
New York Life Insurance Company  February 2010 - February 2011
HSBC  August 2009 - January 2010
HSBC Securities  August 2009 - January 2010
M&T  June 2007 - August 2009
M&T Securities   June 2007 - August 2009
M&T Bank  January 2006 - June 2007

Skills
Management, Finance, Construction, Vendor Management, Invoice Processing, Inventory Control, Customer Service, Investment Advisory, Project Management, Team Building, Strategic Planning, Leadership

Education
Le Moyne College   2005 — 2007
BS, Business Administration

Barb Zsiros Barb Zsiros Buffalo/Niagara, New York Area Details
Barb Zsiros's M&T Securities Experience April 1998 - May 2011
Job Assistant to Financial Advisor at First Investors
Industry Financial Services
Experience
First Investors  December 2013 - Present
Wegmans Food Markets  September 2011 - December 2013
M&T Securities   April 1998 - May 2011

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Analysis, Pensions, Investment Advisory, Portfolio Management, Series 7, Mutual Funds, Estate Planning, Financial Modeling, Financial Advisory, Income Protection, Asset Allocation, Insurance, Retail Banking, Finance, Securities, Banking, Financial Planning

Education
The American College   2014 — 2016
Chartered Financial Consultant (ChFC), Retirement Income Strategies, B

The American College   2004 — 2008
Chartered Financial Consultant (ChFC), Financial Planning and Services

University of Toledo   1971 — 1972
Elementary Education and Teaching

Williamsville North HS   1968 — 1971

Andrew Berwager Andrew Berwager York, Pennsylvania Area Details
Andrew Berwager's M&T Securities Experience January 2002 - June 2011
Job Registered Representative at M&T Securities/ Asst Branch ManagerBanking Officer at M&T Bank
Industry Banking
Experience
M&T Securities   January 2002 - June 2011
M&T Bank  January 2001 - June 2011

Education
Susquehanna University   1996 — 2000
B.S., Business Administration/Finance

Bridgette Collier Bridgette Collier Lancaster, Pennsylvania Area Details
Bridgette Collier's M&T Securities Experience January 2007 - Present
Job Financial Consultant at M&T Bank
Industry Banking
Experience
M&T Securities   January 2007 - Present
2003 - 2006  January 2000 - March 2006
Sovereign Bank  January 2000 - January 2006
Sovereign Bank  January 2000 - January 2006
Sovereign Bank  2003 - 2006
Sovereign Bank  January 2001 - January 2003
Sovereign Bank  January 2000 - January 2001
Keystone Financial Bank   January 1999 - January 2000
KEYSTONE FINANCIAL BANK   January 1995 - January 2000
Keystone Financial  January 1995 - January 1999

Education
Bloomsburg University of Pennsylvania   2000 — 2006
Masters, Instructional Technology

Bloomsburg University of Pennsylvania   1990 — 1993
Bachelors, Business Administration

Bloomsburg University
Bachelor of Science, Business Administration/Management

Bloomsburg University
Master of Science, Instructional Technology

Dominique Israel, CFP Dominique Israel, CFP Greater New York City Area Details
Dominique Israel, CFP's M&T Securities Experience December 2007 - August 2012
Job Financial Consultant at M&T Bank
Industry Financial Services
Experience
M&T Bank  April 2013 - Present
HSBC  2012 - 2013
HSBC  2012 - 2013
Capital One  December 2007 - August 2012
M&T Securities   December 2007 - August 2012
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Wells Fargo Advisors  1993 - 1995

Education
Rutgers University-New Brunswick
Bachelor's degree, Sociology

Lisa Tennant Lisa Tennant Albany, New York Area Details
Lisa Tennant's M&T Securities Experience Sr Financial ConsultantM&T Securities1999 - Present
Job Financial Advisor at M&T Securities
Industry Financial Services
Experience
M&T Securities   Sr Financial ConsultantM&T Securities1999 - Present

Education
State University of New York College at Plattsburgh   1991 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Tricia Schlemmer CFA Tricia Schlemmer CFA Buffalo/Niagara, New York Area Details
Tricia Schlemmer CFA's M&T Securities Experience July 2001 - April 2008
Job ERP Implementation Manager
Industry Hospital & Health Care
Experience
Catholic Health System  July 2013 - Present
HSBC  April 2008 - July 2013
M&T Securities   July 2001 - April 2008
Blue Cross and Blue Shield of Western New York  1998 - 2001

Skills
Chartered Financial..., FINRA Series 7 & 27..., Finance Chair, Board of..., New York State Society...

Education
State University of New York at Buffalo
Master of Arts (MA), Economics

Ithaca College
Bachelor of Arts (BA), Business/Managerial Economics

Craig Newell Craig Newell Buffalo/Niagara, New York Area Details
Craig Newell's M&T Securities Experience October 2011 - Present
Job Registered Rep/Principal
Industry Investment Banking
Experience
M&T Securities   October 2011 - Present
HSBC  July 2005 - October 2011

Skills
Trading, Series 7, Equity Trading, Investments, Equities, Asset Management, Financial Analysis, Risk Management

Education
State University of New York College at Potsdam
Economics

David Morais David Morais York, Pennsylvania Details
David Morais's M&T Securities Experience April 2007 - June 2010
Job V.P. / Private Client Advisor at Wilmington Trust Wealth Advisory
Industry Financial Services
Experience
Wilmington Trust Wealth Advisory   June 2010 - Present
M&T Securities   April 2007 - June 2010
M&T Bank  December 2004 - April 2007

Skills
Wealth Management, Consumer Lending, Series 7, Investment Advisory, Series 63, Portfolio Management, Wealth Management..., Series 65, Retirement Planning, Banking

Education
James Madison University   1996 — 2000
BBA, Finance

Kimberly Spider Kimberly Spider East Aurora, New York Details
Kimberly Spider's M&T Securities Experience June 2007 - Present
Job Operations Manager at M&T Securities
Industry Financial Services
Experience
M&T Securities   June 2007 - Present
M&T Securities   June 2006 - May 2011
M&T Securities   July 2002 - June 2006

Skills
Dedicated Professional, Operational Risk..., Operations Management, Data-driven Decision..., Staff Management..., Self Management, Staff Development, Coaching Staff, Corrective Actions, Organization &..., Motivated self-starter, Public Speaking, Securities License, General Securities..., Securities Regulation, Life & Health Insurance..., Irrevocable Life..., Revocable Trusts, Suitability Analysis, Microsoft Office, Customer Service, Problem Solving, Medical Terminology, Office Administration

Education
Trocaire College   1997 — 1999
Associate of Arts and Sciences (A.A.S.), Business / Medical Office Technology

Kelly Neilson Kelly Neilson North Tonawanda, New York Details
Kelly Neilson's M&T Securities Experience February 2013 - Present
Job Sales Support Administrator at M&T Securities
Industry Investment Banking
Experience
M&T Securities   February 2013 - Present
St. Amelia School  August 2009 - December 2012

Skills
Education, Teachers, Writing, Microsoft Office, Microsoft Word, Microsoft Excel, Smartboard, Organization, PowerPoint, Customer Service, Youth Work, Literacy, Risk Management, Staff Development, Teaching

Education
Niagara University   2009 — 2011
Master of Science (M.S.), Literacy Instruction

Niagara University   2005 — 2009
Bachelor of Arts (B.A.), English/Language Arts Teacher Education

Caitlin Cotton Caitlin Cotton Buffalo, New York Details
Caitlin Cotton's M&T Securities Experience October 2014 - Present
Job Training Specialist II at M&T Securities
Industry Financial Services
Experience
M&T Securities   October 2014 - Present
M&T Securities   May 2013 - October 2014
M&T Securities   October 2012 - May 2013
M&T Securities   September 2011 - October 2012

Skills
Training Delivery, Instructor-led Training, Technical Training, Data Analysis, FINRA, Internal Communications, Licensing, Life Insurance, Securities License, General Securities..., Project Planning, Licensed Life & Health..., Microsoft Office, Curriculum Development, Investments, Customer Service, Insurance

Education
Niagara University   2007 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General