Jason Brett Email & Phone Number

Co-Owner and Partner at Periscope Advisory Group

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Jason Brett Location

Charlotte, NC, US

Jason Brett Work

2026 -now Co-Owner and Partner at Periscope Advisory Group @ Periscope Advisory Group, PLLC
2025 -2026 Managing Director - Digital Risk Services Practice Leader @
2023 -2025 Director - Digital Risk Services @
2023 -2025 Director - IT Audit @
2020 -2023 Senior IT Audit Manager - Digital Technologies @
2019 -2020 Product Manager @
2017 -2018 IT Audit Manager @
2016 -2017 IT Senior Audit Leader @
2015 -2016 Corporate Audit Manager @
2013 -2015 Senior Auditor II @
2011 -2013 Advisory Services Consultant @
2006 -2009 Mortgage Banker @ East Carolina Bank
2001 -2003 Technical and Business Analyst @

Jason Brett Education

University of North Carolina Wilmington
MSA (Accounting)
2010-2011
University of North Carolina Wilmington
BS Business Administration (Management of Information Systems)
1997-2001

Jason Brett Skills

Financial Accounting
Technology Risk Consulting
Internal Control Audit
Accounting
Systems Analysis
Financial Reporting
Audit
Internal Controls
Consulting
Auditing
CPA
Analysis
IT Audit
Internal Audit
Sarbanes-Oxley Act
GAAP
Financial Analysis
US GAAP
Process Improvement
Sarbanes-Oxley
External Audit
Access
Project Management
Leadership
Enterprise Risk Management
Risk Assessment
CISA
SAS70
Governance
Business Analysis
Information Technology
Assurance
Business Process
Big 4
Business Process Improvement
Disaster Recovery
Persistence
Usa
IT Outsourcing
Software Lifecycle
Loans
Hardware
Instrumental
Dec Alpha
Individual Clients
Rapport
Board of Directors
Vendors
Mortgage Lending
Medical Equipment
Viability
Informative
Sales
Tax
Crafts
Accounts Payable
Sit
Deadline
Troubleshooting
Strategic Planning
Entry
Communication
Financial Forecasting
Previous Clients
Reporting
Hospitals
Seminars
Trust
Primary Focus
Bank Reconciliation
Solution
Market Share
Market Research
Sales and Marketing
Increased Profitability
Revenue
Lanier
Journal Entries
Sarbanes Oxley Act
Delivery
Resolve
Healthcare Staffing
Knowledge Base
Brand Awareness
Databases
Coordinate
Charlotte
Financial Advisory
New Opportunities
Golf
Third Party Applications
Data Systems
Postal
QuickBooks
Horizon
Merging
Mortgage Marketing
Originating
American
Local Community
Sales Management
Managed Services
Customer Service
Microsoft Office
Ties
Home
IT Consulting
Customer Satisfaction
Food Service
Employee Benefits
Science
Organizer
Scholarships
Templates
Risk
Research
Assembling
Technical Support
Networking
Net
Accounts Receivable
Athletic Training
Software
Tax Preparation
Executive Advisory
Complexity
Mako
Relationship Building
Home Equity Loans
Start Ups
Education
Advertising
Eligibility
Feasibility Studies
Sarbanes Oxley
Payroll
Sales Process
Strategy
Business Administration
Business Services
Psi
Cold Calling
Community
Obtain
Microsoft Excel
Campaigns
Proposal Writing
Congressional
Surveying
Reports
Enterprise Software
Electronics
Microsoft Access
Profit
Call Centers
Qualifying Prospects
Customer Needs
MIS
Mental Health
Physicians
Pipeline Development
Contractual Agreements
Policies and Procedures
Savings
Quality Driven
Infrastructure
Medicare
System
Responsibility

Jason Brett Summary

Jason Brett, based in Charlotte, NC, US, is currently a Co-Owner and Partner at Periscope Advisory Group at Periscope Advisory Group, PLLC. Jason Brett brings experience from previous roles at Elliott Davis and Truist. Jason Brett holds a 2010 - 2011 MSA in Accounting @ University of North Carolina Wilmington. With a robust skill set that includes Financial Accounting, Technology Risk Consulting, Internal Control Audit, Accounting, Systems Analysis and more. Jason Brett has 3 emails and 3 mobile phone numbers on RocketReach.