
As a Senior Registered Client Service Associate, Brett puts the client and their financial needs first, helping build relationships with clients and advisors to support them any way he can. Brett stays organized to make it easier for his clients and advisors to focus on achieving their financial goals.
Prior to joining Seventy2 Capital, Brett worked at Wells Fargo Advisors for over 20 years, as well as working at the New York Stock Exchange and New York Mercantile Exchange as a broker. He attended St. Johns University, where he received his degree in Marketing. Outside of work, Brett enjoys spending time with his children and playing hockey.
CA Insurance License #: 4198482. Resident State NJ.
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