Michelle Sears Email & Phone Number
Compliance Testing Advisor @ M&T Bank
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Michelle Sears Location
- Penn Run, PA, US
Michelle Sears Work
- 2025 -now Compliance Testing Advisor @
- 2024 -2025 SVP, Audit Manager @
- 2022 -2024 VP Audit Team Lead @
- 2018 -2022 Trust Audit Manager @
- 2017 -2018 Compliance Officer @ Trustmont Group
- 2011 -2017 Vice President, Wealth Management Compliance Officer and Quality Assurance @
- 2008 -2011 Operations Manager and Registered Representative @
- 2007 -2008 Administrative Services @
- 2005 -2007 Trust Services Specialist I @
Michelle Sears Education
- Cannon Financial
Trust 1 (CTFA)
2017-2017 - Cannon
Certified Fiduciary Investment Risk Specialist
2010-2011 - AD Banker
PA Life Accident and Health
2009-2009 - Kaplan Financial
Series 7
2008-2008 - Kier
Series 66
2008-2008 - University of Pittsburgh
Bachelor of Applied Science (B.A.Sc.) (Business Administration and Management, General)
2003
Michelle Sears Skills
- Wealth Management
- Trust Services
- Banking
- Investments
- Asset Management
- Complaint Management
- Regulatory Compliance
- Legal Compliance
- Wealth Management Services
- Risk Management
- Quality Assurance
Michelle Sears Summary
- Michelle Sears, based in Penn Run, PA, US, is currently a Compliance Testing Advisor at M&T Bank. Michelle Sears brings experience from previous roles at M&T Bank, AmeriServ Financial Bank and Trustmont Group. Michelle Sears holds a 2017 - 2017 Trust 1 in CTFA @ Cannon Financial. With a robust skill set that includes Wealth Management, Trust Services, Banking, Investments, Asset Management and more. Michelle Sears has 2 emails and 1 mobile phone numbers on RocketReach.
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