Brian Adams
Senior Vice President, Private Client Advisor & Team Leader at Commerce Trust
- Role
- Senior Vice President, Private Client Advisor & Team Leader at Commerce Trust
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
About Brian Adams
Twenty year trust and estate professional committed to the diverse needs of high net worth and ultra high net worth clients while maintaining strict adherence to compliance and legal guidelines.
Experience
Senior Vice President, Private Client Advisor & Team Leader
Aug 2021 — Present · Wichita, KS, US
Full accountability for the administration, retention, and growth of a book of business of approximately 260 accounts with annual revenue in excess of Additionally accountable for a team of Private Client Advisor’s producing revenue in excess of annually.Key components include: Coordinating the delivery of services from a team of internal and external professionals, ensuring the highest level of service is delivered to the client. Identify and assist in the resolution of potential litigation issues in the administration of trust and estate planning documents.
Education
University of Phoenix
Bachelor of Science, Business Management
Cannon Financial Institute
Personal Trust School
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