SRT - Knowledge Check!

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Across
  1. 1. Head of M&T Securities
  2. 4. Level One source that all NFPs report to
  3. 6. Head of Retirement Services
  4. 7. Have a call for an opportunity within ___ hours of receipt
  5. 9. The goal of the High Five program is to drive employee engagement through recognition of our brand behaviors
  6. 13. Investment Consulting
  7. 16. # of Legal entities in the M&T/WT corporate structure
  8. 17. Replacement for Webfolio
  9. 18. Tony Roth
  10. 19. Business Line where Insurance Agency falls
Down
  1. 2. $120.9 billion (M&T Bank Corporation as of 6/30/17)
  2. 3. Business Line where SRT aligns
  3. 5. System for WAS Sample Portfolios
  4. 7. SPC requires ____ business days for review and approval of materials
  5. 8. Interim Head of WAS U.S. Markets
  6. 10. Discretionary Investment Advisor
  7. 11. System for Fixed Income Sample Portfolios
  8. 12. Legacy Wilmington Trust CRM system
  9. 14. Chief Diversity Officer
  10. 15. Head of Institutional Custody