M&T Securities, Inc.
Address: 285 Delaware Ave # 2000, Buffalo, NY 14202 Phone: (716) 635-9308: : : Hours: Place name: : Category: : : Website: Website: https://www.mtb.com/home-page Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of M&t Securities Inc Posting publicly on the Web Write a review Reviews"People need to be able to get help 24/7." "I have had TWO extremely bad experiences with M & T Securities." View all Google reviews
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M&T Securities, Inc. Employees
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
PNC Investments August 2014 - Present
M&T Securities, Inc. January 2009 - August 2014
M&T Securities, Inc. January 2007 - January 2009
M&T Securities, Inc. April 2003 - December 2006
Allfirst Bank/Allfirst Brokerage October 2000 - April 2003
Allfirst Bank August 1997 - October 2000
First National Bank of Maryland April 1994 - August 1997
First National Bank of Maryland September 1989 - March 1994
Skills
Insurance, Training, Leadership, Investments, Team Leadership, Marketing Strategy, Mortgage Lending, Securities, Employee Training, Sales Management, Team Building, Marketing, Retail, Training Delivery, Retail Banking, Sales Operations, Team Management, Sales, Compliance, Relationship Management
Education
Towson State
Education
Towson University
M&T Securities, Inc October 2014 - Present
SunTrust Investment Services, Inc August 2009 - October 2014
Banc of America Investments February 2008 - February 2009
Citigroup 2005 - 2008
Citicorp Investment Services 2005 - 2008
Smith Barney 2005 - 2008
Citi 2006 - 2007
SunTrust Investment Services 2000 - 2005
PaineWebber 1987 - 1993
Skills
Finance, Management, Credit, Mutual Funds, Portfolio Management, Retirement Planning, Banking, Leadership, Financial Services, Financial Planning, Series 63, Risk Management, Sales, Securities
Education
Salem International University 1984 — 1987
BS, Business Magement
NBT Bank February 2014 - Present
Janney Montgomery Scott June 2013 - February 2014
M&T Securities, Inc. April 2009 - June 2013
M&T Bank January 1998 - March 2009
Skills
Series 7, Series 24, Series 53, Series 79, Series 99, Securities, Fixed Income, Capital Markets, Banking, Compliance, Financial Analysis, SOX, Process Improvement, Internal Controls, Operational Risk..., Risk, Risk Management, Audit, Auditing, Regulatory Reporting, Bloomberg, Bonds, Internal Audit, Financial Risk, Portfolio Management, Sarbanes-Oxley Act, Trading, Treasury Management
Education
Canisius College 1993 — 1997
B.S., Accounting
Hose Group, Inc December 2010 - Present
Sterling Financial Management, Inc December 2010 - Present
Kiwanis Club of Hagerstown 2014 - Present
M&T Securities, Inc June 2003 - December 2010
Home Federal 1994 - 2003
Skills
Wealth Management, Financial Planning, Estate Planning, Investments, Disability Insurance, Retirement Planning, Insurance, Securities, Long-term Care, Portfolio Management, Investment Management, Asset Allocation
Education
Shippensburg University of Pennsylvania 1990 — 1992
B.S.B.A., Finance
Clear Spring High School 1984 — 1987
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
Ulster County Office for the Aging July 2014 - Present
M&T Securities, Inc May 2011 - June 2014
Merrill Lynch October 2008 - April 2011
Dutchess County Office for the Ageing January 2005 - September 2008
Skills
Series 7, Long Term Care Insurance, Mutual Funds, Medicare, Wealth Management, Estate Planning, Strategic Financial..., Investments, Finance, Insurance, Employee Benefits, Small Business, Retirement Planning, Retirement, Long-term Care, Fixed Annuities
Education
Marist College 2002 — 2006
Masters, Psychology
Bates College
Liberal Arts and Sciences/Liberal Studies
Parsons School of Design
Associate's degree, Fashion/Apparel Design
The New School for Social Research
Bachelor of Arts (BA), Art History, Criticism and Conservation
Trinity Pawling
High School
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
WNY Asset Management July 2013 - Present
NORTHEAST RETIREMENT PLAN ADVISORS/LPL FINANCIAL February 2012 - June 2013
M&T SECURITIES, INC. January 2011 - November 2011
CLEARPLAN FINANCIAL, INC./CADARET GRANT July 2009 - January 2011
CITIGROUP March 2007 - June 2009
CANTOR FITZGERALD & CO./DEBT CAPITAL MARKETS April 2005 - December 2005
TRANSMARKET GROUP, LLC June 2003 - July 2004
INSTINET FIXED INCOME INC August 1999 - May 2002
PERFORMANCE TRADING TECHNOLOGIES, INC./SOUTHPORT SECURITIES LLC September 1997 - August 1999
DONALDSON, LUFKIN AND JENRETTE, INC. January 1991 - August 1996
Skills
Investments, Financial Planning, Asset Allocation, Retirement, Trading, Portfolio Management, Mutual Funds, Financial Analysis, Asset Management, Fixed Income, 401k, Risk Management, Due Diligence, Wealth Management, Fixed Annuities, Retirement Planning, Private Equity, Securities, Financial Modeling, Business Strategy, Investment Banking, Strategic Financial..., Financial Risk, Investment Strategies, Bonds, Options, Analysis, Financial Advisory, Derivatives, Series 7, Alternative Investments, Valuation, Equities, Pensions
Education
Fordham University 1997 — 1999
MA, International Political Economy and Development
Fordham University 1977 — 1981
BA, Economics
M&T Bank 2014 - Present
M&T Securities, Inc 2012 - 2014
M&T Bank 2011 - 2012
M&T Bank 2009 - 2011
M&T Bank 2007 - 2009
Skills
Management, Banking, Training, Customer Service, Training Facilitation, Program Development, Adult Learning..., Leadership, Process Improvement, Loans, Employee Training, Commercial Banking, Relationship Management, Financial Services, Risk Management, Credit
Education
Medaille College
Master of Science, Education
Canisius College
Bachelor of Science, Business Administration
F.N.B. Corporation March 2015 - Present
M&T Securities, Inc January 2013 - March 2015
M&T Bank September 2008 - December 2013
Strategic Wealth Mgmt January 2000 - January 2008
Susquehanna Bank January 1999 - January 2000
Quest Fitness January 1996 - January 1998
Skills
Investments, Banking, Sales, Series 6, Insurance, Wealth Management, Strategy, Life and Health License, Series 66, Series 7
Education
Pikesville
University of Baltimore
Catonsville Community College
College for Financial Planning
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
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
M&T Securities, Inc. June 2013 - September 2013
Education
Princeton University 2011 — 2015
Bachelor of Arts, Economics, Finance
Canisius High School
Canisius High School
M&T Bank February 2015 - Present
M&T Securities, Inc. September 2010 - January 2015
M&T Securities, Inc. September 2010 - December 2011
M&T Securities, Inc. January 2001 - September 2010
ATTO Technology, Inc. 1998 - 2001
Platinum Technology 1996 - 1998
azerty 1991 - 1996
Skills
Series 7, Mutual Funds, Wealth Management, Series 24, Series 53, Series 65, Life Accident & Health..., Retirement Planning, Series 6, Retirement, Securities, Finance, Portfolio Management
Education
Boston University
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
M&T Securities, Inc July 2012 - Present
M&T Securities, Inc March 2008 - July 2012
Skills
Investment Banking, Capital Markets, Bloomberg, Underwriting, Trading, Fixed Income, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Portfolio Management, Securities
Education
University of Maryland College Park 1999 — 2003
Bachelor of Arts (B.A.), Economics
Empire Valuation Consultants March 2011 - Present
M&T Securities, Inc. August 2009 - March 2011
M&T Securities, Inc. October 2008 - May 2009
Education
Niagara University 2003 — 2007
B.S., Finance
First Niagara Bank December 2012 - Present
First Niagara Bank June 2012 - December 2012
M&T Bank 2006 - June 2012
M&T Securities, Inc. 2003 - 2006
Skills
Finance, Risk Management, Executive Management, Portfolio Management, Financial Analysis, Wealth Management, Strategic Financial..., Sales, Project Planning, Process Improvement, Commercial Lending, Selling
Education
SUNY at Buffalo - MBA 1995 — 1997
MBA, Finance
SUNY at Buffalo 1981 — 1985
BA, Economics
Canisius High School 1976 — 1980
Wilmington Trust, N.A. March 2010 - Present
M&T Securities, Inc. February 2007 - March 2010
Scarborough Capital Management June 1999 - February 2007
Skills
Asset Allocation, Financial Markets, Investments, Mutual Funds, Series 63, Strategic Financial..., Finance, Retirement Planning, Fixed Annuities, Life Insurance, Portfolio Management, Series 7, Wealth Management
Education
University of Maryland Baltimore County 1997 — 1999
BA, Economics and Finance