Comerica Wealth Management
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Comerica Wealth Management Employees
Employee
Years
Job
Industry
Martin D Standish, CFA, CAIA Martin D Standish, CFA, CAIA's Comerica Wealth Management Experience October 2014 - Present
Job Senior Investment Strategist at Comerica Wealth Management
Industry Investment Management
Experience
Comerica Wealth Management October 2014 - Present
The Bahnsen Group, Morgan Stanley Wealth Management December 2013 - October 2014
New England Securities March 2011 - December 2013
Macquarie Funds Group (Macquaries acquisition of Allegiance Capital in 2009) 1997 - August 2010
Highmark Capital Management (asset management division of Union Bank) 1992 - 1998
Security Pacific Bank 1988 - 1990
First Republic Bank 1985 - 1988
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Estate Planning, Series 7, Investment Advisory, Business Analysis, Managed Money, Insurance, Wealth Preservation..., Retirement Income..., Financial Planning, Equities, Fixed Income, Retirement, Asset Managment, Wealth, Strategic Financial...
Education
University of Texas at Dallas - Naveen Jindal School of Management 1986 — 1989
MBA, Finance
Colorado State University 1979 — 1984
BS, Finance and Real Estate
Comerica Wealth Management October 2014 - Present
The Bahnsen Group, Morgan Stanley Wealth Management December 2013 - October 2014
New England Securities March 2011 - December 2013
Macquarie Funds Group (Macquaries acquisition of Allegiance Capital in 2009) 1997 - August 2010
Highmark Capital Management (asset management division of Union Bank) 1992 - 1998
Security Pacific Bank 1988 - 1990
First Republic Bank 1985 - 1988
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Asset Allocation, Estate Planning, Series 7, Investment Advisory, Business Analysis, Managed Money, Insurance, Wealth Preservation..., Retirement Income..., Financial Planning, Equities, Fixed Income, Retirement, Asset Managment, Wealth, Strategic Financial...
Education
University of Texas at Dallas - Naveen Jindal School of Management 1986 — 1989
MBA, Finance
Colorado State University 1979 — 1984
BS, Finance and Real Estate
Gwendolyn Young Gwendolyn Young's Comerica Wealth Management Experience November 1999 - November 2003
Job CFO
Industry Nonprofit Organization Management
Experience
Louisville Bar Association January 2011 - Present
Comerica Bank January 1982 - March 2006
Comerica Wealth Management November 1999 - November 2003
Bell South January 1972 - December 1973
Skills
Nonprofits, Event Planning, Microsoft Office, Public Speaking, Fundraising, Community Outreach, Administrative...
Education
University of Phoenix 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Detroit Mercy 1984 — 1987
Associate's degree, Business, Management, Marketing, and Related Support Services
Central State University 1970 — 1971
Elementary Education and Teaching
Louisville Bar Association January 2011 - Present
Comerica Bank January 1982 - March 2006
Comerica Wealth Management November 1999 - November 2003
Bell South January 1972 - December 1973
Skills
Nonprofits, Event Planning, Microsoft Office, Public Speaking, Fundraising, Community Outreach, Administrative...
Education
University of Phoenix 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Detroit Mercy 1984 — 1987
Associate's degree, Business, Management, Marketing, and Related Support Services
Central State University 1970 — 1971
Elementary Education and Teaching
Brent A. Field Brent A. Field's Comerica Wealth Management Experience January 2007 - February 2015
Job Regional Life Consultant, Financial Institutions at Western & Southern Financial Group
Industry Insurance
Experience
Western & Southern Financial Group February 2015 - Present
Comerica Wealth Management January 2007 - February 2015
Fifth Third Securities & Insurance January 2005 - January 2007
Huntington Insurance January 2003 - January 2005
Nationwide, American Express, Allstate and New York Life September 1994 - October 2003
Jackson National Life 1990 - 1994
Jackson National Life 1988 - 1990
Jackson National Life 1985 - 1988
Education
Lansing Community College 1973 — 1975
Management & Marketing
Western & Southern Financial Group February 2015 - Present
Comerica Wealth Management January 2007 - February 2015
Fifth Third Securities & Insurance January 2005 - January 2007
Huntington Insurance January 2003 - January 2005
Nationwide, American Express, Allstate and New York Life September 1994 - October 2003
Jackson National Life 1990 - 1994
Jackson National Life 1988 - 1990
Jackson National Life 1985 - 1988
Education
Lansing Community College 1973 — 1975
Management & Marketing
Ilze I. Silis, CFP® Ilze I. Silis, CFP®'s Comerica Wealth Management Experience August 2006 - July 2008
Job Senior Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
TSB Capital July 2008 - September 2010
Comerica Wealth Management August 2006 - July 2008
Union Bank July 2000 - August 2006
Skills
Capital Markets, Wealth Management..., Private Banking, Strategic Financial..., Securities, Banking, Investment Management, Private Equity, Credit, Commercial Banking, Relationship Management, Finance, Underwriting, Loan Origination, Wealth Management, FINRA, Series 7, Mutual Funds, Portfolio Management, Wealth, Asset Management, Residential Mortgages, Investment Advisory
Education
Stanford University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Morgan Stanley September 2010 - Present
TSB Capital July 2008 - September 2010
Comerica Wealth Management August 2006 - July 2008
Union Bank July 2000 - August 2006
Skills
Capital Markets, Wealth Management..., Private Banking, Strategic Financial..., Securities, Banking, Investment Management, Private Equity, Credit, Commercial Banking, Relationship Management, Finance, Underwriting, Loan Origination, Wealth Management, FINRA, Series 7, Mutual Funds, Portfolio Management, Wealth, Asset Management, Residential Mortgages, Investment Advisory
Education
Stanford University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
Thomas (Tom) Oehmler Thomas (Tom) Oehmler's Comerica Wealth Management Experience September 2015 - Present
Job Trust & Wealth Management
Industry Financial Services
Experience
Comerica Wealth Management September 2015 - Present
The Huntington National Bank June 2000 - August 2015
Mellon Financial November 1995 - June 2000
Skills
Investment Management, Private Wealth..., Private Equity, Mergers, Executive Management, Strategic Planning, Sales Management, Market Planning, Trust Management, Asset Managment, Business Development, Entrepreneurship, Energy, Innovation, Key Performance..., Knowledge Management, Leadership, Mentoring, Coaching, New Business Development, Re-Inventing, Wealth Management..., CRM, Alternative Investments, Management, Financial Services, Wealth Management, Mergers & Acquisitions, Asset Management, Financial Analysis, Relationship Management, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds, Personal Trust, Commercial Lending, Investments, Securities, Loans, Trust Services
Education
Duquesne University 1981 — 1985
Bachelor of Arts (BA), Philosophy
Pontifical College Josephinum 1985 — 1990
Master of Arts (M.A.), Theology/Theological Studies
Comerica Wealth Management September 2015 - Present
The Huntington National Bank June 2000 - August 2015
Mellon Financial November 1995 - June 2000
Skills
Investment Management, Private Wealth..., Private Equity, Mergers, Executive Management, Strategic Planning, Sales Management, Market Planning, Trust Management, Asset Managment, Business Development, Entrepreneurship, Energy, Innovation, Key Performance..., Knowledge Management, Leadership, Mentoring, Coaching, New Business Development, Re-Inventing, Wealth Management..., CRM, Alternative Investments, Management, Financial Services, Wealth Management, Mergers & Acquisitions, Asset Management, Financial Analysis, Relationship Management, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds, Personal Trust, Commercial Lending, Investments, Securities, Loans, Trust Services
Education
Duquesne University 1981 — 1985
Bachelor of Arts (BA), Philosophy
Pontifical College Josephinum 1985 — 1990
Master of Arts (M.A.), Theology/Theological Studies
Tony Losh, CFP®, AIF®, CRPS®, CRPC® Tony Losh, CFP®, AIF®, CRPS®, CRPC®'s Comerica Wealth Management Experience October 2009 - Present
Job Financial Consultant at Comerica Wealth Management
Industry Investment Management
Experience
Comerica Wealth Management October 2009 - Present
Gulfstream Investment Management Services February 2006 - October 2009
National City Bank September 1998 - January 2006
NATIONAL CITY January 1995 - September 1998
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Finance, Retirement Planning, 401k, Retirement, Series 24, Pensions, Retirement Plan..., Certified Financial..., Series 65, Securities, Series 6, Mutual Funds, Uniform Combined State..., Financial Advisory
Education
Otterbein College 1990 — 1994
B.A., Business Administration
Comerica Wealth Management October 2009 - Present
Gulfstream Investment Management Services February 2006 - October 2009
National City Bank September 1998 - January 2006
NATIONAL CITY January 1995 - September 1998
Skills
Series 7, Series 63, Wealth Management, Investment Advisory, Investments, Asset Allocation, Portfolio Management, Finance, Retirement Planning, 401k, Retirement, Series 24, Pensions, Retirement Plan..., Certified Financial..., Series 65, Securities, Series 6, Mutual Funds, Uniform Combined State..., Financial Advisory
Education
Otterbein College 1990 — 1994
B.A., Business Administration
Sean Morreale's Comerica Wealth Management Experience October 2011 - August 2012
Job Senior Vice President and Team Leader at Citizens Business Bank
Industry Banking
Experience
Citizens Business Bank February 2015 - Present
Camarillo Cosmos Youth Track Team October 2010 - June 2015
Rabobank August 2012 - February 2015
Comerica Wealth Management October 2011 - August 2012
U.S. Bank September 2010 - September 2011
Affinity Bank January 2007 - September 2009
Bank of the West January 2005 - January 2007
Sterling Savings Bank November 2002 - January 2005
KeyBank April 1999 - November 2002
Washington First International Bank November 1994 - April 1999
Skills
CA - Life, Accident and..., Commercial Banking, Credit, Health Insurance, Loans, Retail Banking, Banking, Business Development, Portfolio Management, Commercial Lending, Risk Management, Insurance, Strategy, Great Leader, Relationship Developer, Small Business Lending, Financial Analysis, Analysis, Investments, Leadership, Financial Services, CRM, Relationship Management, Business Planning, Finance, Management, Strategic Planning, Mortgage Lending, Credit Analysis, Strategic Financial..., Wealth Management, Start-ups, Business Strategy, Cash Management, Asset Based Lending, Competitive Analysis, Treasury Management, Mergers & Acquisitions, Financial Modeling, Private Banking, Lines Of Credit, Underwriting, Executive Management, Credit Risk, Consumer Lending, Commercial Mortgages, Asset Management, Sales, Loan Origination, Due Diligence
Education
San Jose State University
B.S., Business, Economics
University of Washington
Certification, Software Product Management
Citizens Business Bank February 2015 - Present
Camarillo Cosmos Youth Track Team October 2010 - June 2015
Rabobank August 2012 - February 2015
Comerica Wealth Management October 2011 - August 2012
U.S. Bank September 2010 - September 2011
Affinity Bank January 2007 - September 2009
Bank of the West January 2005 - January 2007
Sterling Savings Bank November 2002 - January 2005
KeyBank April 1999 - November 2002
Washington First International Bank November 1994 - April 1999
Skills
CA - Life, Accident and..., Commercial Banking, Credit, Health Insurance, Loans, Retail Banking, Banking, Business Development, Portfolio Management, Commercial Lending, Risk Management, Insurance, Strategy, Great Leader, Relationship Developer, Small Business Lending, Financial Analysis, Analysis, Investments, Leadership, Financial Services, CRM, Relationship Management, Business Planning, Finance, Management, Strategic Planning, Mortgage Lending, Credit Analysis, Strategic Financial..., Wealth Management, Start-ups, Business Strategy, Cash Management, Asset Based Lending, Competitive Analysis, Treasury Management, Mergers & Acquisitions, Financial Modeling, Private Banking, Lines Of Credit, Underwriting, Executive Management, Credit Risk, Consumer Lending, Commercial Mortgages, Asset Management, Sales, Loan Origination, Due Diligence
Education
San Jose State University
B.S., Business, Economics
University of Washington
Certification, Software Product Management
David Yovan, CPA David Yovan, CPA's Comerica Wealth Management Experience 2013 - Present
Job Vice President, Senior Investment Strategist Comerica Wealth Management
Industry Financial Services
Experience
Comerica Bank October 2013 - Present
Comerica Wealth Management 2013 - Present
PNC Wealth Management February 2005 - October 2013
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Risk Management, Banking, Investment Strategies
Education
Michigan State University
Bachelor of Science (B.S.), Accounting and Finance
Comerica Bank October 2013 - Present
Comerica Wealth Management 2013 - Present
PNC Wealth Management February 2005 - October 2013
Skills
Asset Management, Equities, Fixed Income, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Risk Management, Banking, Investment Strategies
Education
Michigan State University
Bachelor of Science (B.S.), Accounting and Finance
John Mackey's Comerica Wealth Management Experience December 2007 - Present
Job Regional Manager at Comerica Wealth an Institutional Management
Industry Investment Management
Experience
Comerica Wealth Management December 2007 - Present
Comerica Bank 2007 - 2012
Greater Bay Bank 2006 - 2007
WFB 1999 - 2006
Union Bank 1996 - 1999
First Interstate Bank 1986 - 1996
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Private Banking, Portfolio Management, Banking, Credit, Wealth Management, Wealth Management..., Credit Analysis, Small Business Lending, Investment Advisory, Asset Based Lending, Loans, Mortgage Lending, Treasury Management
Education
Golden Gate University 1990 — 1994
Master of Business Administration (MBA), Finance, General
Comerica Wealth Management December 2007 - Present
Comerica Bank 2007 - 2012
Greater Bay Bank 2006 - 2007
WFB 1999 - 2006
Union Bank 1996 - 1999
First Interstate Bank 1986 - 1996
Skills
Commercial Banking, Commercial Lending, Consumer Lending, Retail Banking, Private Banking, Portfolio Management, Banking, Credit, Wealth Management, Wealth Management..., Credit Analysis, Small Business Lending, Investment Advisory, Asset Based Lending, Loans, Mortgage Lending, Treasury Management
Education
Golden Gate University 1990 — 1994
Master of Business Administration (MBA), Finance, General
Heath Hawkins, MBA's Comerica Wealth Management Experience June 2007 - April 2014
Job Assistant Vice President at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2014 - Present
Comerica Wealth Management June 2007 - April 2014
Comerica Bank September 2006 - April 2014
Comerica Bank May 2005 - September 2006
Meijer 2001 - 2005
Skills
Banking, Small Business Lending, Commercial Banking, Mortgage Lending, Credit, Commercial Lending, Retail Banking, Cross Selling, Consumer Lending, Financial Analysis, Treasury Management, Corporate Finance, Investments, Loans
Education
Spring Arbor University 2010 — 2012
Master of Business Administration (MBA), 3.94
Spring Arbor University 2003 — 2006
BA, Business Administration
Comerica Bank April 2014 - Present
Comerica Wealth Management June 2007 - April 2014
Comerica Bank September 2006 - April 2014
Comerica Bank May 2005 - September 2006
Meijer 2001 - 2005
Skills
Banking, Small Business Lending, Commercial Banking, Mortgage Lending, Credit, Commercial Lending, Retail Banking, Cross Selling, Consumer Lending, Financial Analysis, Treasury Management, Corporate Finance, Investments, Loans
Education
Spring Arbor University 2010 — 2012
Master of Business Administration (MBA), 3.94
Spring Arbor University 2003 — 2006
BA, Business Administration
Charles E. Shirley's Comerica Wealth Management Experience January 2013 - Present
Job Senior Wealth Advisor Comerica Wealth Management
Industry Financial Services
Experience
Comerica Wealth Management January 2013 - Present
Skills
Charles E. Shirley is a..., Wealth Management, Investment Strategies, Retirement Planning, Strategic Planning, Estate Planning, Series 7, Banking, Commercial Banking, Private Banking, Finance, Portfolio Management, Financial Analysis, Investments
Education
Nova Southeastern University 1986 — 1988
MBA, Business / Financial Services, 4.0 GPA (National Dean's List)
Comerica Wealth Management January 2013 - Present
Skills
Charles E. Shirley is a..., Wealth Management, Investment Strategies, Retirement Planning, Strategic Planning, Estate Planning, Series 7, Banking, Commercial Banking, Private Banking, Finance, Portfolio Management, Financial Analysis, Investments
Education
Nova Southeastern University 1986 — 1988
MBA, Business / Financial Services, 4.0 GPA (National Dean's List)