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Success Stories

Over the years I have advised hundreds highly talented professionals, helping them and their colleagues become outstanding leaders and communicators. Here is a selection of testimonials highlighting the contributions I have made to their success. These partnerships have been enormously gratifying for me.

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  • LinkedIn
Marie Chandoha

CEO (former) Charles Schwab Investment Management

"TBD"  

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  • LinkedIn
Peter Relan

Founder, YouWeb Incubator

Founding Investor, Discord & Got It

"Brett's leadership, communication, human understanding and empathy are extraordinary. His insights have changed and transformed my life. My ability to connect with colleagues, associates and loved-ones has been enormously enhanced thanks to the advice and coaching I have received from Brett. I, myself am a leader and mentor. What Brett has taught me has had a significant impact on me and my team."  

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  • LinkedIn
George Pereira

Board Member, State Street Global Advisors

"I worked closely with Brett for more than 10 years. He is a highly successful and engaging leader who leverages his authentic self to communicate, motivate, and bring out the best in everyone he works with. As CIO, he has a highly technical background, but he has mastered the art of communicating complex technical concepts in simple terms that allow his audience to immediately understand.  He is great at developing his team members by challenging them to reach further than they may believe they thought possible. He is a cultural warrior who believes that you bring your whole self to work and that creating an environment where people enjoy and have fun, contribute to the broader community, and serve the less fortunate is the key to long-term success."

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  • LinkedIn
Linda Klingman

Managing Director, Charles Schwab

"Brett changed my life. I worked for Brett for 12 years, and it was the first time in my career that I had a true mentor and sponsor. Through his guidance, support, and encouragement I greatly improved my communication and leadership skills.  This led to increased confidence and success I wouldn't have achieved otherwise. Brett is a master communicator. He is also a gift for anyone lucky enough to work with him!" 

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  • LinkedIn
Dan Spieglmen

Managing Director, Charles Schwab

"TBD" 

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  • LinkedIn
Brian Luedtke

Senior portfolio Manager, Charles Schwab

"Brett is a true master of his craft; an inspirational leader, a captivating story teller, and an incredibly generous teacher. I had the pleasure of working closely with Brett for many years. He is unwavering in his desire to help those around him improve their leadership skills and communication abilities. During our collaborative journey, Brett played a pivotal role in shaping my personal and professional growth. His guidance enabled me to refine my own leadership style, leverage my strengths, and more deeply appreciate the importance of human connection in the workplace. Brett's impact is truly indelible, leaving an enduring mark on my approach to leadership and interpersonal dynamics."  

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  • LinkedIn
Leo Redmond

CFO

"I have known Brett as co-worker and friend for decades.  Brett is an exceptional leader and communicator.  He shows up with maximum integrity and empathy. But more than that, he and provides great mentorship for his team while keeping work light and fun.  Brett is a great role model who makes a positive impact on organizational culture.  Anyone working for Brett has benefited by engaging his unique and valuable talents."  

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  • LinkedIn
David Betanzos

Senior Portfolio Manager, Capital Group

"TBD"  

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  • LinkedIn
Mark Saliman

CFO, Alpha Ring

"Having known Brett for more than 40 years, I can attest to his exceptional leadership attributes such as integrity, empathy, and inspiring others.  Anyone who works with Brett has benefited  his unique leadership, communication and creative problem-solving skills. His focus is always on inspiring others to be their best." 

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  • LinkedIn
Lynn Paschen

Senior Portfolio Manager, Charles Schwab

"TBD"  

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  • LinkedIn
Marie Chandoha

CEO (former) Charles Schwab Investment Management

"TBD"  

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  • LinkedIn
Peter Relan

Founder, YouWeb Incubator

Founding Investor, Discord & Got It

"Brett's leadership, communication, human understanding and empathy are extraordinary. His insights have changed and transformed my life. My ability to connect with colleagues, associates and loved-ones has been enormously enhanced thanks to the advice and mentorship I have received from Brett. I, myself am a leader and mentor. What Brett has taught me has had a significant impact on me and my team."  

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  • LinkedIn
George Pereira

Board Member, State Street Global Advisors

"I worked closely with Brett for more than 10 years. He is a highly successful and engaging leader who leverages his authentic self to communicate, motivate, and bring out the best in everyone he works with. He has a highly technical background, but he has mastered the art of communicating complex quantitative concepts in simple terms that allow his audience to immediately understand.  He is great at developing his team members by challenging them to reach further than they thought possible. He is a cultural warrior who believes that you bring your whole self to work and that creating an environment where people enjoy and have fun, and contribute to the broader community is the key to long-term success."

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  • LinkedIn
Linda Klingman

Managing Director, Charles Schwab

"Brett changed my life. I worked for Brett for 12 years, and it was the first time in my career that I had a true mentor. Through his guidance, support, and encouragement I greatly improved my communication and leadership skills.  This led to increased confidence and success I wouldn't have achieved otherwise. Brett is a master communicator. He is also a gift for anyone lucky enough to work with him!" 

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  • LinkedIn
Dan Spieglmen

Board Member

"TBD" 

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  • LinkedIn
Brian Luedtke

Senior portfolio Manager, Charles Schwab

"Brett is a true master of his craft; an inspirational leader, a captivating story teller, and an incredibly generous teacher. I had the pleasure of working closely with Brett for many years. He is unwavering in his desire to help those around him improve their leadership skills and communication abilities. During our collaborative journey, Brett played a pivotal role in shaping my personal and professional growth. His guidance enabled me to refine my own leadership style, leverage my strengths, and more deeply appreciate the importance of human connection in the workplace. Brett's impact is truly indelible, leaving an enduring mark on my approach to leadership and interpersonal dynamics."  

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  • LinkedIn
Leo Redmond

Chief Financial Officer, Aulos Bioscience, Inc.

"Chief Financial Officer, Aulos Bioscience, Inc.

Brett is an exceptional leader and communicator. He shows up with maximum integrity and empathy. He provides great mentorship for his team. Brett is a great role model who makes a positive impact on organizational culture. Anyone working for Brett has benefited from his uniquely engaging and valuable talents."  

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  • LinkedIn
David Betanzos

Senior Portfolio Manager, Capital Group

"TBD"  

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  • LinkedIn
Mark Saliman

Chief Financial Officer, Alpha Ring

"Brett demonstrates exceptional leadership qualities — integrity, empathy, and inspiring others. Anyone who works with Brett has benefited his unique leadership, communication and creative problem-solving skills. His focus is always on inspiring others to be their best." 

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  • LinkedIn
Lynn Paschen

Senior Portfolio Manager, Charles Schwab

"I had the great fortune of working with Brett for 12 years at Charles Schwab. To put it simply, my career would not be where it is today without his leadership and guidance. Not only did I develop and grow in my knowledge and skills as an investment manager, the coaching and mentoring I received from Brett on public speaking and communications was unmatched! Over the course of my years working with Brett, as a direct result of his guidance, I have successfully and confidently presented investment topics at a variety of very high profile public events. In addition, Brett is incredibly passionate about a positive, thriving company culture which resulted in incredibly engaged teams. His mentorship has allowed me to thrive and grow not only professionally, but personally as well!"  

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  • LinkedIn
Jamie Cortez

Senior Portfolio Manager, Charles Schwab

"To say that Brett has unique leadership skills is a significant understatement. His ultimate goal is always to look for ways to connect with others and he inspires his teammates to do the same. 

His confidence and relatability allows him to explain some of the most complex topics and ideas in highly understandable terms -  illustrating the value he puts in mastering the art of communicating. Brett is always trying to give voice to the passions of others in an effort to let them shine. Brett brings out the best in people by giving them the freedom to be themselves. When you work under Brett’s leadership, YOU become a better leader."  

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  • LinkedIn
Amit Deshpande

Risk Officer, T. Row Price

"I have spent nearly three decades in corporate life across three continents, and I have never met a leader like Brett. I had the privilege of working with him at Schwab during a particularly challenging time and observed closely how he guided the team out of a crisis to a position of strength. His investment skills are superlative, but what really sets him apart is how he leads others to success. Brett has always believed that leadership is not about achieving great things, but about enabling the people who work for you to achieve their fullest potential. He has led large teams of highly experienced, educated, and skilled individuals, yet has never been a manager in the traditional sense. Instead, Brett believes in leading from the heart. He gets to know everyone intimately and places them in the best position to leverage their strengths. He celebrates their successes and takes their failures onto himself. It is said that a leader ought to be one’s friend, philosopher, and guide. Brett is the closest embodiment of that noble sentiment I have ever known. I, and many others, owe him a more than he knows."  

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