Brittney Garrett in

Brittney Garrett

Examiner · DISC type cs
Chief Transformation & Client Experience Officer at Clearstead
📍 Greater Cleveland, United States

Brittney Garrett is the Chief Transformation & Client Experience Officer at Clearstead, where she leads firm-wide strategic initiatives. Her career includes serving as Chief Financial Officer for Ancora Holdings Group and a finance role at L Brands. She is a graduate of Miami Universitys Farmer School of Business.

Brittney is passionate about community service and is actively involved with local non-profits. She serves on the board of the Achievement Centers for Children, an organization dedicated to empowering children with disabilities and their families.

Her career uniquely blends deep financial expertise from her time as a CFO with a strategic focus on client-centric transformation.

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Experience
14 Years
Current Role
Chief Transformation & Client Experience Officer
Job Level
Leadership
Location
Greater Cleveland, United States
Personality Overview

How Brittney shows up

Status Quo Seeker
Tough To Convince
Late Adopter

They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Brittney cares about

Client Experience
Her current role is dedicated to enhancing the client experience, a passion reflected in her posts about maintaining an "unwavering focus on clients".
Strategic Transformation
As Chief Transformation Officer, she is responsible for driving strategic change and evolution across the firm, building on her past work in corporate systems.
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Career

Work history

6-2025
Chief Transformation & Client Experience Officer
Clearstead
9-2024 - 6-2025
Director of Corporate Systems Strategy
Focus Financial Partners
1-2021 - 9-2024
Chief Financial Officer
Ancora Holdings Group
4-2020 - 1-2021
Vice President, Business Analyst
Ancora Holdings Group
8-2015 - 3-2020
Mast Global Finance Leader
L Brands
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2011
Bachelor's Degree
Miami University
2003 - 2007
Education details unavailable
Beaumont High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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