Brittney Garrett

Examiner
DISC Type : cs

Chief Transformation & Client Experience Officer at Clearstead

Greater Cleveland, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Community Engagement
She serves on the board of the Achievement Centers for Children and has expressed pride in her organization's community contributions.

Media Appearances

Brittney has no verified media appearances

Work History

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

Education

2007 - 2011
Bachelor's Degree from Miami University
2003 - 2007
Education details unavailable from Beaumont High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Cleveland, United States Job Level : Leadership Designation : Chief Transformation & Client Experience Officer at Clearstead
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Insights For Selling To Brittney

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brittney is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Brittney

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Brittney move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Brittney take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Brittney

Personality Compatibility


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