Brett is an Associate at Reference Point with experience in supporting engagements related to Risk and Technology Implementation in the Financial Services industry. He has worked directly with clients in redesigning Third Party Risk Management platforms, as well as owning the project management and reporting workstreams on several engagements. Most recently, he supported the development and execution of post-merger integration efforts for the Treasury team at a multinational investment bank.
Prior to working at Reference Point, Brett was a Business Consultant at a Big 4 accounting firm for several years, where he gained valuable experience working in client-facing roles, as well as building a skillset in project management and metrics reporting. In addition to these activities, Brett participated in business development initiatives, onboarded new team members and coordinated weekly team-building activities for his engagements.
Brett holds Bachelor of Science degrees in Finance and Management Information Systems from Florida State University, where he graduated in May of 2019. Outside of work, Brett enjoys spending his free time meditating, experimenting with vegan recipes and playing pick-up soccer.
We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.