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John Brett Location
New York, NY, US
John Brett Work
President Retail Wealth Management @ (March 2025 - Present)
Co-Founder @ Impact Learning Atlanta (April 2022 - March 2025)
Independent Consultant @ Independent Consultant (September 2021 - October 2024)
Managing Director, Distribution Solutions @ (October 2020 - September 2021)
Independent Consultant @ Independent Consultant (January 2018 - October 2020)
Managing Director, Pershing and Chairman, Lockwood Advisors, Inc. (Member, Pershing Exec. Committee) @ (January 2013 - January 2018)
Senior Vice President and Chairman @ (January 2007 - November 2012)
Managing Director @ (January 2005 - July 2007)
Director, National Accounts and Strategic Advisory Group @ Lord Abbett (January 2003 - January 2005)
Senior Vice-President @ Merrill Lynch (January 1980 - January 2003)
John Brett Education
Lewis University
Bachelor of Arts - BA (Business Administration)
John Brett Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Banking
Disability Insurance
Financial Advisory
Financial Services
Fixed Annuities
Fixed Income
Insurance
Investment Advisory
Investments
Leadership Development
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Team Management
Vendor Management
401k
Wealth Management
Broker Dealer
Change/Improvement Strategy
Client Experience and Engagement
Competitive Market Positioning
Cost Reduction & Containment
Due Diligence
FINRA
FinTech Solutions & Strategy
Financial Planning
IRAs
Infrastructure Rebuild
New Business Development
Operational Transformation
Opportunity Identification
Organizational Design
Portfolio Investment/Growth
Problem Identification
Process & Performance Improvement
Risk Mitigation & Management
Sales Management
Securities Regulation
Series 24
Team Leadership & Development
Transformational Leadership
Vision & Strategic Leadership
John Brett Summary
John Brett, based in New York, NY, US, is currently a President Retail Wealth Management at Voya Financial. John Brett brings experience from previous roles at Impact Learning Atlanta, Independent Consultant and Vigilant. John Brett holds a Bachelor of Arts - BA in Business Administration @ Lewis University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. John Brett has 3 emails and 2 mobile phone numbers on RocketReach.
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