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Brian Wilson

Managing Director - Head of Institutional Banking Lending

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.

Highlights

Aug 1 · thebancorp.com
Finetics® Blog - The Bancorp Bank
Finetics® Blog - The Bancorp Bank
Sep 4 · carlyle.com
The Carlyle Group Names Brian Wilson as a Senior Advisor to Asia ...

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Location

Newtown Square, Pennsylvania