Many people ask why a career banking, and financial professional qualify as a small business expert. Simply put, Brett has seen all of the advantages that corporations enjoy and applies them to small business owners. He takes his vast knowledge of financial analysis, risk analysis and process improvement to small business owners so they can maximize their true potential. Since 2018, he has enhanced his knowledge of marketing and helped dozens of small business owners increase revenue without spending thousands of dollars on marketing and advertising. To ensure his client’s results, Brett has partnered with Focused.com to work with top small business coaches and to license one of the best small business software platforms on the planet.

Brett Simon Resume:

Strategic Business Consultants, Greensboro, NC 2018-Current

Managing Partner, Small Business Consultant

Dedicated to Helping Small Business Owners uncover major financial breakthroughs across 40 areas of their business.

BB&T / TRUIST, North Carolina

Third Party Risk Management (TPRM) 2010-2018

• Evaluated third party risk including financial, operational, reputational and created mitigation plans for vendors deemed high-risk

• Managed initial and on-going due diligence

• Leveraged existing framework to apply 2nd line of defense oversight

AMERICAN EXPRESS, Greensboro, NC 2005-2009

Financial Analyst

• Created and updated annual credit budget and forecasts

• Analyzed variance from actual to budget/forecast

• Validated cost savings from credit area project improvement initiatives

Selected Accomplishments:

• Rewarded for outstanding analytics performance

• Served as co-chair for center diversity team

FIRST UNION BANK/COMPUCREDIT, Wilkesboro, NC 1998-2005

Business/Performance Analyst

• Built relevant reporting structure and generated analytics upon request

• Lead collection center capacity planning and forecasting

Selected Accomplishments:

• Designed associate incentive program that improved collection performance

• Developed an intranet that streamlined reporting and resulted in over $100K savings

EDUCATION:

ELON UNIVERSITY, Elon College, NC

Master of Business Administration (MBA) 1993-1996

KENT STATE UNIVERSITY, Kent, Ohio

Bachelor of Science Degree in Criminal Justice Studies 1982-1987

Our Team

Seasoned Consultative Leadership Advisor with a passion for guiding family business through the succession leadership process. Highly skilled intuitive coach, focused on employee engagement and talent development. Dynamic facilitator, experienced presenting to a cross section of business, industry and nonprofit organizations. Talent assessment and development expertise, with solid process and project management abilities. Strong consulting professional with a M.Ed focused in Educational Leadership & Policy Studies from University of South Carolina.