Brett Kaufman
President & Founder at WiseOak Financial | Miami-Fort Lauderdale Area
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Brett Kaufman, as the President and Founder of WiseOak Financial, brings a wealth of expertise and a proven track record in transforming financial operations for both public and private companies. With a focus on providing comprehensive CFO services—ranging from full-time to interim and fractional roles—Brett has positioned WiseOak Financial as a trusted partner for organizations navigating complex financial landscapes. His leadership is characterized by a deep understanding of financial reporting, internal controls, and valuation, which he leverages to enhance P&L performance for his clients.
Under Brett’s guidance, WiseOak Financial has successfully collaborated with a diverse array of clients, including a private equity-backed non-bank commercial SBA lender and an agricultural distributor specializing in foreign-grown fruit. These engagements highlight Brett's ability to tailor financial strategies that align with unique business objectives, ensuring sustainable growth and operational efficiency. His expertise in mergers and acquisitions (M&A) and SEC filings further underscores his capability to manage intricate financial transactions and compliance requirements.
Brett’s commitment to fostering strong relationships with investors and stakeholders is evident in his strategic approach to global operations and business strategy. He is adept at leading teams through transformative initiatives that not only streamline processes but also drive innovation within the financial services sector. With a career marked by significant achievements in the Big Four advisory space and senior financial executive roles, Brett Kaufman continues to set the standard for excellence in financial leadership at WiseOak Financial.
President & Founder at WiseOak Financial in January 2023 to Present
Chief Financial Officer at Private Investment Firm in January 2024 to January 2025
Chief Financial Officer & Treasurer at Advanced Flower Capital in January 2021 to January 2023
Chief Financial Officer & SVP • Enterprise Financial Strategy & Operations at Ladenburg Thalmann in January 2008 to January 2020
Managing Director/Principal – Director of Financial Planning & Analysis at Bear Stearns Companies in January 2006 to January 2008
Managing Director/Principal – Project Team, Consolidated Supervised Entity Capital Project at Bear Stearns Companies in January 2005 to January 2006
Associate Director – SEC Financial Reporting at Bear Stearns Companies in January 1999 to January 2005
PwC - Senior Associate – Audit & Business Advisory Services at PwC in January 1994 to January 1999
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Due Diligence
Financial Reporting
Public Companies
Internal Controls
Financial Services
Valuation
Asset Management
Financial Analysis
Financial Modeling
Accounting
Strategy
SEC filings
Cash Management
Investor Relations
Budgets
Strategic Planning
Budgeting
Managerial Finance
SEC Filings
Forecasting
Acquisition Integration
Treasury
Cash Flow
Financial Planning
Mergers & Acquisitions (M&A)
Microsoft Office
Team Leadership
Problem Solving
Financial Systems Implementation
Financial Strategy
M&A due diligence
Corporate Strategy
Global Operations
Executive Management
P&L Management
Strategic Roadmaps
Capital Markets
Leadership
Business Strategy
Capital
Sarbanes-Oxley Act
Working with Investors
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What is Brett Kaufman email address?
Email Brett Kaufman at [email protected] and [email protected]. This email is the most updated Brett Kaufman email found in 2026.
What is Brett Kaufman phone number?
Brett Kaufman phone number is +15162444133 and +12062763349.
How to contact Brett Kaufman?
To contact Brett Kaufman send an email to [email protected] or [email protected]. If you want to call Brett Kaufman try calling on +15162444133 and +12062763349. (updated on October 23, 2024)
What is Brett Kaufman net worth?
Brett Kaufman has an estimated net worth of $750,000 to $999,999
What company does Brett Kaufman work for?
Brett Kaufman works for WiseOak Financial
What is Brett Kaufman's role at WiseOak Financial?
Brett Kaufman is President & Founder
Brett Kaufman Email Addresses
Brett Kaufman Phone Numbers
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