Brett Michaud
Greenville,SC
Summary
Dynamic leader driving innovation and excellence in continuous improvement, robotics, and data analytics within Wealth Management and Managed Accounts. Proven track record of leveraging cutting-edge technologies to enhance operational efficiency. Passionate about transforming complex challenges into streamlined solutions that foster growth and efficiency. Committed to cultivating a culture of collaboration and forward-thinking within teams to achieve strategic objectives.
Overview
13
13
years of professional experience
Work History
VP, Fiduciary Programs Manager
Comerica Wealth Management
03.2025 - Current
- Launched a "Back to Basics" initiative by developing a Power Apps solution to capture Account Synoptic information for all Trust Administrators
- Developed a new intake system for capturing New Business Reviews and implementing a Risk Rating matrix for analyzing new business
- Developed various governance reports via Power BI for executive leadership to highlight account anomalies and trends.
Sr. Director, Investment Data Analytics
TIAA
09.2016 - 03.2025
- Led the Wealth COO data analytics team responsible for the design, development and maintenance of all Wealth COO KPIs as well as supporting numerous dashboards in different business areas from executive level reporting to day to day portfolio management oversight.
- Oversaw and assisted with all aspects of trading, investment operations, and daily production support for the rapidly growing Private Asset Management product and Portfolio Advisor products (~$80 billion in AUM) as well as mentor and coach other team members with continuous improvement initiatives, data manipulation tools and robotics.
- Onboarded a new robotics process automation software to automate tasks that can only be solved by human interaction.
- Key leader and problem solver for the $30bn Private Asset Management custodial conversion.
- Developed and implemented a new proprietary optimizer for our Equity Portfolio SMA Manager that removed the SMA manager from the day to day trading tasks, freeing up nearly 667 hours for the team per year.
- Developed and launched a web based client relationship management tool for high net worth wealth planning specialist using Python and Flask.
Associate, Investment Grade Fixed Income
TIAA
06.2014 - 09.2016
- Portfolio Manager and trader for over $1 billion in Taxable Fixed Income SMA program.
- Leader in the ground up construction of both the Taxable (CUSIP based) and the Tax-Exempt (Characteristics based) SMA strategies within the Investortools platform.
- Designed proprietary portfolio management tools to significantly increase scalability within the Investortools platform.
Lead, Investment Services
TIAA
09.2012 - 06.2014
- Partnered with the fixed income SMA team to improve scalability, streamline processes, and support daily initiatives.
- Member of the core leadership team to design a tool in order to aid portfolio managers in the conversion of $10 billion to a new trading platform as well as a key member of the analysis and implementation of a new fixed income trading platform, Investortools.
Education
Master of Science - Mathematical Finance
University of North Carolina Charlotte
Charlotte12.2012
Bachelor of Science - Applied Mathematics
University of South Carolina Upstate
South Carolina05.2011
Skills
- Dynamic team leader
- Innovative problem solving
- Process optimization
- Robotic Process Automation
- Data visualization design
- Microsoft Power Platform
- Tableau proficiency
- Skilled in Python development
- Data manipulation with SQL
- Wealth Management
- Investment and Trading expertise
Timeline
VP, Fiduciary Programs Manager
Comerica Wealth Management
03.2025 - Current
Sr. Director, Investment Data Analytics
TIAA
09.2016 - 03.2025
Associate, Investment Grade Fixed Income
TIAA
06.2014 - 09.2016
Lead, Investment Services
TIAA
09.2012 - 06.2014
Master of Science - Mathematical Finance
University of North Carolina Charlotte
Bachelor of Science - Applied Mathematics
University of South Carolina Upstate