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Biography

Brian is a Senior Manager in Wolfโ€™s Regulatory Compliance Services group. He is responsible for developing and executing compliance reviews, training, and other compliance services for Wolfโ€™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) โ€“ Board of Governors

Education

  • Bachelor of Science in Mathematics from Framingham State University