Brian Wilson

Brian Wilson is a senior banking executive currently serving as the Managing Director and Head of Institutional Banking Lending at The Bancorp.1 Here are some key details about his professional background:

Current Role

Brian Wilson is the Managing Director - Head of Institutional Banking Lending at The Bancorp, a position he has held since September 2016.1

Career Progression at The Bancorp

• Managing Director - Head of Institutional Banking Lending: September 2016 - Present
• First Vice President - IB Lending Manager: January 2014 - August 2016
• Vice President: October 2011 - December 20131

Areas of Expertise

Brian specializes in providing technology-enabled lending and deposit solutions to the independent financial advisor channel. His areas of expertise include:

• Securities Backed Lines of Credit (SBLOC)
• Insurance Backed Lines of Credit (IBLOC)
• Advisor Finance/M&A
• Residential/Commercial Real Estate Lending1

Previous Experience

Before joining The Bancorp, Brian held positions at:

• Ally Financial Inc. as a Loan Officer (March 2010 - September 2011)
• JPMorgan Chase as a Loan Officer (September 2005 - September 2008)
• Morgan Stanley as a Financial Advisor (May 2000 - August 2005)1

Education and Certifications

• Bachelor's degree in Finance and Marketing from Villanova University (1999 - 2003)
• Chartered Financial Analyst (CFA) charterholder
• Previously held Series 7, 66, and 31 licenses
• Holds Life, Accident & Health Insurance license
• NMLS National License and multiple state licenses1

Brian Wilson's extensive experience in institutional banking and wealth management, coupled with his educational background and professional certifications, positions him as a key leader in The Bancorp's lending operations.