Brian Wolfe Email & Phone Number
Who is Brian Wolfe? Overview
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Brian Wolfe is listed as Relationship Manager at Comerica Bank, a with 5 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Brian Wolfe.
Brian Wolfe previously worked as Commercial Banking Associate at Comerica Bank and Wealth Management Intern at Beaird Harris. Brian Wolfe holds Bachelor Of Business Administration - Bba, Finance from Texas A&M University.
Email format at Comerica Bank
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About Brian Wolfe
Brian Wolfe is a Relationship Manager at Comerica Bank.
Brian Wolfe's current company
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Brian Wolfe work experience
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Commercial Banking Associate
Wealth Management Intern
As an intern, I was provided with a holistic view of the wealth management process. I assisted the Wealth Management Team with financial plan preparation, portfolio management and maintenance, general research, and special projects. The internship has given me the unique opportunity to develop technical and client service skills.- Assist in developing financial plans.- Provide support to advisors with necessary preparation for client meetings.- Conduct 5 weeks of cryptocurrency research and present it's portfolio applications and characteristics to the wealth management team.- Conduct and provide research documentation in support of the financial planning process.- Perform investment analysis regarding 529 plans.- Perform data analysis to improve company-wide compliance.- Topics of research include financial, education and estate planning, and risk management.- Assist the operations team with opening and servicing client accounts.- Provide administrative support, such as CRM data entry and organization of client documents.- Assist with various elements of portfolio management.
Colleagues at Comerica Bank
Other employees you can reach at comerica.com. View company contacts for 5 employees →
Kimberly Hall
Colleague at Comerica BankDetroit, Michigan, United States
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Brenda Young
Colleague at Comerica BankHouston, Texas, United States
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Michael Zimmer
Colleague at Comerica BankRoyal Oak, Michigan, United States
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Sophia Whitehurst
Colleague at Comerica BankUnited States
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Sunitha Donthi
Colleague at Comerica BankDetroit Metropolitan Area, United States
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Mike Montrose
Colleague at Comerica BankMacomb Township, Michigan, United States
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Kalina Stamper
Colleague at Comerica BankFenton, Michigan, United States
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Dave Shipka
Colleague at Comerica BankNorthville, Michigan, United States
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Tavonne Pierce
Colleague at Comerica BankDetroit, Michigan, United States
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Leizel Beliso
Colleague at Comerica BankFremont, California, United States
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Brian Wolfe education
Frequently asked questions about Brian Wolfe
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What company does Brian Wolfe work for?
Brian Wolfe works for Comerica Bank.
What is Brian Wolfe's role at Comerica Bank?
Brian Wolfe is listed as Relationship Manager at Comerica Bank.
Where is Brian Wolfe based?
Brian Wolfe is based in Dallas, Texas, United States while working with Comerica Bank.
What companies has Brian Wolfe worked for?
Brian Wolfe has worked for Comerica Bank and Beaird Harris.
Who are Brian Wolfe's colleagues at Comerica Bank?
Brian Wolfe's colleagues at Comerica Bank include Kimberly Hall, Brenda Young, Michael Zimmer, Sophia Whitehurst, and Sunitha Donthi.
How can I contact Brian Wolfe?
You can use AeroLeads to view verified contact signals for Brian Wolfe at Comerica Bank, including work email, phone, and LinkedIn data when available.
What schools did Brian Wolfe attend?
Brian Wolfe holds Bachelor Of Business Administration - Bba, Finance from Texas A&M University.
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