Biography

Brian is a Principal in Wolf’s Regulatory Compliance Services group. He is responsible for developing and executing compliance reviews, training, and other compliance services for Wolf’s financial institution clients.

Brian has 18 years of experience performing compliance services for Wolf & Company, and over 20 years of experience in the banking industry. He has provided services to various types of financial institutions, including state-chartered banks, national banks, savings and loan associations, and credit unions. He also provides services to investment advisors, broker-dealers, trust companies, and loan and finance companies. Brian has worked with institutions ranging in asset size from $50 million to over $250 billion throughout the northeast. Prior to joining Wolf & Company, he worked in retail banking for Fleet Bank and Bank of America.

Involvement

• Association of Certified Anti-Money Laundering Specialists (ACAMS)
• Eastern Massachusetts Compliance Network (EMCN)
• Western Massachusetts Compliance Association (WMCA) – Board of Governors

Education

• Bachelor of Science in Mathematics from Framingham State University