Experience

Brett is a director in Citrin Cooperman’s National Assurance Office. He is an accomplished and results-driven SaaS leader with a proven track record of driving adoption, retention, and long-term value across enterprise and strategic accounts.

With a career spanning over two decades, Brett’s expertise is built on a unique foundation of technical proficiency and financial acumen.to top-tier firms, bridging the gap between complex software solutions and high-level business objectives. He has successfully led cross-functional teams across sales, product, and implementation to deliver tailored success plans and solution roadmaps. His background in accounting enables him to understand his clients' financial drivers with a level of insight rarely found in traditional SaaS roles.

Prior to Citrin Cooperman, Brett was a major and strategic account executive and client relationship manager for a global, professional information services software and AI solutions provider.