M&T Securities, Inc.

Description

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

Employee
Years
Job
Industry
Claire McCarthy, CFP® Claire McCarthy, CFP® Buffalo/Niagara, New York Area Details
Claire McCarthy, CFP®'s M&T Securities, Inc. Experience January 2000 - December 2009
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

Michele Tharp Michele Tharp Baltimore, Maryland Details
Michele Tharp's M&T Securities, Inc. Experience January 2009 - August 2014
Job Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
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

John Gagliardi John Gagliardi Washington D.C. Metro Area Details
John Gagliardi's M&T Securities, Inc. Experience October 2014 - Present
Job Regional Manager at M&T Securities, Inc
Industry Financial Services
Experience
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

Leonard Chinski, CIA, CFIRS, CRMA Leonard Chinski, CIA, CFIRS, CRMA Norwich, New York Details
Leonard Chinski, CIA, CFIRS, CRMA's M&T Securities, Inc. Experience April 2009 - June 2013
Job Senior Vice President and Director of Audit at NBT Bank
Industry Financial Services
Experience
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

Steve Hose, CFP®, ChFC® Steve Hose, CFP®, ChFC® Washington D.C. Metro Area Details
Steve Hose, CFP®, ChFC®'s M&T Securities, Inc. Experience June 2003 - December 2010
Job President of Hose Group, Inc
Industry Financial Services
Experience
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

Lisa Pender, CFP®, ChFC® Lisa Pender, CFP®, ChFC® Buffalo/Niagara, New York Area Details
Lisa Pender, CFP®, ChFC®'s M&T Securities, Inc. Experience September 2013 - May 2014
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

Kim Butwell Kim Butwell Kingston, New York Details
Kim Butwell's M&T Securities, Inc. Experience May 2011 - June 2014
Job Deputy Director at Ulster County Office for the Aging
Industry Government Administration
Experience
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

William E. Mantler III William E. Mantler III Baltimore, Maryland Area Details
William E. Mantler III's M&T Securities, Inc. Experience July 2008 - May 2012
Job Vice President at RBC Wealth Management
Industry Investment Banking
Experience
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

Joseph Starinsky, CFA, AIF Joseph Starinsky, CFA, AIF Buffalo, New York Details
Joseph Starinsky, CFA, AIF's M&T Securities, Inc. Experience January 2011 - November 2011
Job Director of Research at WNY Asset Management
Industry Financial Services
Experience
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

Jonathan Ertel Jonathan Ertel Buffalo, New York Details
Jonathan Ertel's M&T Securities, Inc. Experience 2012 - 2014
Job Manager of Indirect Lending & Dealer Services at M&T Bank
Industry Banking
Experience
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

Corey Levitt Corey Levitt Baltimore, Maryland Details
Corey Levitt's M&T Securities, Inc. Experience January 2013 - March 2015
Job Financial Consultant/A.V.P. at F.N.B. Corporation
Industry Financial Services
Experience
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

Ryan J. Wendler Ryan J. Wendler Columbia, Maryland Details
Ryan J. Wendler's M&T Securities, Inc. Experience January 2012 - May 2014
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   March 2015 - Present
BB&T  August 2014 - March 2015
JW Properties L.L.C.   May 2014 - August 2014
M&T Securities, Inc.   January 2012 - May 2014
M&T Bank  January 2008 - January 2012

Education
University of Maryland University College
Business Administration

Tom Deck Tom Deck Buffalo/Niagara, New York Area Details
Tom Deck's M&T Securities, Inc. Experience August 2013 - August 2014
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

William Downing William Downing Greater New York City Area Details
William Downing's M&T Securities, Inc. Experience June 2013 - September 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
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

Heidi Hartnett, CFP® Heidi Hartnett, CFP® Buffalo/Niagara, New York Area Details
Heidi Hartnett, CFP®'s M&T Securities, Inc. Experience September 2010 - January 2015
Job Compliance Examination Manager, Vice President at M&T Bank
Industry Investment Management
Experience
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

Denise Proctor Denise Proctor Rockville, Maryland Details
Denise Proctor's M&T Securities, Inc. Experience January 2013 - Present
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

Farhad Naghash Farhad Naghash Baltimore, Maryland Area Details
Farhad Naghash's M&T Securities, Inc. Experience July 2012 - Present
Job M&T Securities Inc
Industry Investment Banking
Experience
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

Chris Ridosh Chris Ridosh Rochester, New York Details
Chris Ridosh's M&T Securities, Inc. Experience August 2009 - March 2011
Job Research Associate at Empire Valuation Consultants
Industry Financial Services
Experience
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

David Kensinger David Kensinger Buffalo/Niagara, New York Area Details
David Kensinger's M&T Securities, Inc. Experience 2003 - 2006
Job Senior Vice President at First Niagara Bank
Industry Banking
Experience
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

Ryan M. Thompson, CFP® Ryan M. Thompson, CFP® Annapolis, Maryland Details
Ryan M. Thompson, CFP®'s M&T Securities, Inc. Experience February 2007 - March 2010
Job Private Client Advisor at Wilmington Trust, N.A.
Industry Financial Services
Experience
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