Steven Riter Email and Phone Number
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Steven Riter personal email
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Experienced Advisor solving complex Wealth Management issues helping families grow, protect and transition their wealth.
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Wealth Advisory Client AdministrationM&T Bank Jun 2011 - Present1 M&T PlazaCoordinate efforts and independently respond to various client requests for items such as cash disbursements, wire transfers, discretionary principal payments, free receives/deliveries, remittance events, bill paying, gifts & contributions, and statement events. Review daily transactions to validate that transactions were properly executed.Work with Trust Officers to ensure that all transactions are in compliance with the trust agreement, state laws, and the Trust Operations Manual.Prepare and draft new account openings by reviewing the trust instrument and all necessary documents. Prepare instructions and arrange for delivery of assets from prior custodian.Prepare and draft account closings by reviewing the necessary account closing documentation. Coordinate and follow-up with the appropriate Operations area to ensure proper delivery of assets.Coordinate with Tax Department to identify and coordinate the resolution of issues concerning tax matters arising during the course of the trust administration including type of trust, fiduciary tax issues and personal tax issues, and overall tax implications of distributions.Review monthly overdraft report to determine how to cure overdrafts.Coordinate with Portfolio Manager to raise cash to cure principal overdrafts.Communicating with beneficiaries daily to ensure client communication and expectations of trust agreement are being met. -
Trust & Investment ServicesM&T Bank Dec 2009 - Jun 2011Buffalo, NyOversaw sensitive wire requests and Account transitions. Responsible for daily reconciliation and merging of high volumes of incoming and outgoing funds.
Steven Riter Skills
Steven Riter Education Details
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Biological Sciences
Frequently Asked Questions about Steven Riter
What company does Steven Riter work for?
Steven Riter works for M&t Bank
What is Steven Riter's role at the current company?
Steven Riter's current role is Wealth Advisory Client Administration.
What is Steven Riter's email address?
Steven Riter's email address is sr****@****mtb.com
What is Steven Riter's direct phone number?
Steven Riter's direct phone number is +171684*****
What schools did Steven Riter attend?
Steven Riter attended Suny At Buffalo, Buffalo State College.
What are some of Steven Riter's interests?
Steven Riter has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.
What skills is Steven Riter known for?
Steven Riter has skills like A+ Certified, Associates Degree In Electronics, Network+ Certified, Network+, Software Documentation, Banking, Tax, Sales, Financial Analysis, Leadership, Management, Event Planning.
Who are Steven Riter's colleagues?
Steven Riter's colleagues are Stephen Bell, Jo'el Eccleston, Whater Ytrrr, Anil Sangma, Craig Maslona, Yoo Bro, Brian Mostoles Cazorla.
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steven riter
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