Brett Humphrey
Ex-Private Equity/Campaign Manager turned Financial Planner
- Role
- Financial Advisor at Ond Financial Solutions
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Brett Humphrey
Brett Humphrey is a financial advisor at OND Financial Solutions, a firm that specializes in helping entrepreneurs, business owners, and young professionals maximize and protect their finances. He is also a certified financial planner (CFP) candidate, pursuing his credential from Northwestern University in Chicago.With a diverse experience in politics, private equity, and marketing, Brett has developed a unique set of skills and insights that enable him to serve his clients with excellence and integrity. He is passionate about financial literacy, complex estate planning cases, and connecting people. He has managed multiple state wide political campaigns, served as a director of a private equity group, co-founded a local marketing agency, and worked inside of a Fortune 500 energy company. Brett is a lifelong Oklahoman who graduated top of his class from Oklahoma State University\'s Spears School of Business, where he received the Raymond D. Thomas Award and the Outstanding Senior Award. He is actively engaged in the community, serving on the boards of Stand in the Gap Ministries and his alma mater, OSU Spears School of Business. Brett loves to compete in Spartan races, run marathons, and travel whenever he can.
Experience
Financial Advisor
Oct 2022 — Present
Education
Oklahoma State University
Bachelor of Business Administration (B.B.A.), Finance
Northwestern University
Certified Financial Planner (CFP) Candidate
University of Cambridge
Study Abroad, Magdalene College
Skills
- Powerpoint
- Microsoft Office
- Microsoft Word
- Public Speaking
- Event Planning
- Social Media
- Microsoft Excel
- Teamwork
- Customer Service
- Research
- Fundraising
- Social Networking
- Event Management
- Leadership
- Time Management
- Community Outreach
- Nonprofits
- Team Leadership
- Social Media Marketing
- Sales
- Financial Analysis
- Accounting
- Volunteer Management
- Financial Reporting
- Marketing
- Management
- Microsoft Powerpoint
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