Risk Management Vice President

BRIAN K. WOLFE

Livonia, MI 734-***-**** ***********@*****.***

CAREER STATEMENT

I have 30 years of successful experience in areas of trust sales and administration with a particular focus in growth, risk management, and profitability. I am seeking to continue my career in a role that focuses on using my existing relationships to expand the revenue and client base of a trust organization. ACCOMPLISHED WEALTH MANAGEMENT AND FIDUCIARY PROFESSIONAL

Driven and experienced professional providing outstanding client experience in a dynamic, fast paced, competitive environment; proven ability to lead personal trust administration teams focusing on proper fiduciary practices, adhering to trust principles, risk management practices, and governing laws and legal documents while ensuring clients and beneficiaries receive proper care and consideration.

Skilled in growing trust revenue, generating new sales, and developing partnerships internally and externally.

Proven ability to assimilate and communicate information and create solutions for the organization, clients and shareholders.

Experienced with innovative strategies that enable sustained growth, expand revenue, elevate firm reputation, and improve customer acquisition in a competitive and highly regulated industry. AREAS OF EXPERTISE

Fiduciary Administration

Captive/Third Party Fiduciary

Administration

Fiduciary Laws/Regulations

Risk Management

PROFESSIONAL EXPERIENCE

COMERICA BANK, DETROIT, MI (2016 to November 2024) A demonstrated record of success and achievement at this leading financial services institution. 2018 to November 2024: Senior Vice President and Managing Director – Comerica Advisor Solutions Led a team of professionals driving sales and revenue on a national scale, with accountability for a broad spectrum of areas that included Client Service, Sales Management, Colleague Development, Communications, Training, and Change Management.

Managed complex client relationships ensuring the client received excellent service while adhering to fiduciary standards and protocols.

Developed client retention practices that allowed the opportunity to grow sales, generate new revenue and retain existing revenue

Directly responsible for $95 million in annual revenue, meeting new revenue sales goals with an annual growth rate of 10-15% over the past 5 years.

As a member of the Comerica Trust Senior Leadership Team, led colleagues to attain business objectives,,established strategies to grow the business, focused on client service, and developed opportunities to gain efficiencies and increase productivity within the Wealth Management division.

Excellent Client Service

Collaborate with Peers/Team Player

Revenue Growth

Building and Sustaining Client

Relationships

Complex Problem Solving

Financial Analysis

Strategic Planning

Professional Communication

Internally and Externally

2016 to 2018: Vice President, Manager of Personal Trust Advisory and Administration and Estate Settlement Unit Led a team of colleagues to deliver exceptional client service.

Established partnerships with internal legal counsel, corporate compliance and wealth management risk to ensure the inclusion of these units when addressing complicated client matters.

Collaborated with colleagues across the Comerica Trust and Personal Wealth units to establish service level agreements, creating expected and consistent standards of service for the Estate Settlement Unit clients.

Managed direct reports in a manner which combined training and empowerment to maximize colleague satisfaction, performance, and drive to succeed.

Created the process for documenting and storing intellectual property in order to facilitate the settlement of a highly publicized major rockstar’s estate.

HUNTINGTON BANK, DETROIT, MI (2011 to 2016)

Recognized as a strong leader with a consistent ability to build solid teams that delivered on revenue and sales goals. 2014 to 2016: Senior Vice President, East Michigan Trust Region Manager Managed the East Michigan Region, building internal and external partnerships and building relationships with centers of influence needed for sustainable growth.

Focused on the purpose of increasing share of wallet of current clients, programs were developed for building and maintaining partnerships with colleagues in private banking, investments, retail and middle market.

Managed a team of 8 senior trust advisors and investment professionals that consistently exceeded performance metrics by working as a highly collaborative unit.

Directly responsible for administering 290 trust and investment management relationships that generated annual revenue of approximately $2 million.

2011 to 2014: Senior Trust and Estate Advisor, Wealth Advisor Group Responsible for providing excellent client service and increasing revenue by identifying new sales opportunities and/or referring opportunities to internal Bank partners.

Directly responsible for high net worth family relationships with trust and investment management clients, providing all-inclusive banking, trust and investment services and resources for multi-generations of family members.

Developed relationships with centers of influence, generating new assets under management exceeding $16 million and net new assets under management.

Early Career

Senior Trust and Estate Advisor, Wealth & Investment Management, Comerica Bank, Detroit, MI

Managing Director of Private Client Services, JP Morgan Chase & Company (FKA Bank One), Detroit, MI

Manager, Bank One, Trust Client Services, Detroit, MI

Relationship Manager, Private Client Services, KeyBank, Detroit, MI EDUCATION

MICHIGAN STATE UNIVERSITY, THOMAS M. COOLEY LAW SCHOOL Juris Doctor

GRAND VALLEY STATE UNIVERSITY

Bachelor of Science Degree in Hospitality and Tourism Management

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