M&T Securities
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M&T Securities Employees
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
Morgan Stanley January 2007 - January 2008
M&T Securities November 2005 - January 2007
Wachovia Bank June 2002 - November 2005
Education
Kutztown University of Pennsylvania
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
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
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
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
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
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
M&T Securities January 2002 - June 2011
M&T Bank January 2001 - June 2011
Education
Susquehanna University 1996 — 2000
B.S., Business Administration/Finance
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
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
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
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
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
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
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
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
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