Experience

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  Comerica Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Senior Vice President

    • Dec 2019 - Present

  • Vice President, Wealth Advisor

    • Jan 2007 - Present

    Lead a team of professionals in helping clients pursue their wealth management goals through careful advice, astute investment management and access to a broad range of capabilities within and outside Comerica. Work with wealthy individuals, families, select foundations and endowments to develop and implement investment management strategies.

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  LaSalle Bank

  • Troy, Michigan

  • Vice President

    • Mar 2002 - Jan 2007
    • Troy, Michigan

    Developed successful Trust and Investment Management relationships through external and internal networks. Worked closely with Business & Private Bankers to expand and deepen existing relationships. Served as the primary wealth management representative for internal partners to introduce Weal...

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  Standard Federal Bank

  • Troy, Michigan

  • Vice President

    • Mar 1998 - Mar 2002
    • Troy, Michigan

    Managed the Financial Planning Group for Standard Federal Trust department. Responsible for delivering comprehensive and effective wealth management solutions for existing and prospective clients. Provided regular updates on topical issues to internal partners.

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  Michigan National Bank

  • Farmington Hills, Michigan

  • Assistant Vice President

    • Jan 1997 - Mar 1998
    • Farmington Hills, Michigan

    Business Development Officer for Cash & Treasury Management. Worked with business banker to provide comprehensive Cash Management solutions for their clients. Services included analyzing and forecasting cash-flows, float management, lockbox, positive pay and account reconciliation.