|
Employer Name |
M & T Bank |
|
Employer Website
|
http://www.mandtbank.com/ |
|
Job Title
|
Investment Officer |
|
Major and Class
Year |
Engineering
Science-1993 |
|
Additional
education |
U.S. Army Pilot -
Helicopter and Fixed Wing Flight Training
Kellogg School of Management, MBA in Finance
Series 7 Brokerage License,
Certified Financial Planner |
|
Briefly describe
what you do |
Investment officer
for personal trust. Manage money and relationship for accounts
averaging $1 Million per account. |
|
What other jobs
have you had? |
Captain, U.S.
Army - 7 years. Piloted spy planes in Korea and Colombia. |
|
What are the key
skills, abilities, and personal qualities necessary to succeed in
this type of work? |
Friendly calm
demeanor. Ability to think on your feet. Computer savvy combined
with relationship skills |
|
What do you enjoy
most about your current position? |
Interaction with
clients |
|
Most
important/valuable lesson or activity in college that impacted your
career |
Membership in
Fraternity and sports |
|
What advice for
someone entering this field? |
Start out as a
broker, acquire licenses and determine the area you want to be in.
Figure out as early as possible if you like sales or research;
Institutional or retail, management career track or independent
working; etc |
Questions?
|
E-mail your questions to
askalumni@trinity.edu
Put the name of the alumni you wish to
contact in the subject line, then type your question. |