Cutting his teeth in the throes of the 2008 financial crisis, shortly after his career began, Brett was forced to learn the ins and outs of banking in a way not many people get to experience. His first role as a Jr. Credit Analyst quickly grew into more as he worked for a small community bank that was experiencing liquidity issues stemming from its high percentage of non-performing loans. Sticking out a tough situation, Brett learned how to perform ALLL analysis for the bank’s loan portfolio, prepare Tier 1 capital reports for the FDIC, and restructure & modify troubled debt, in addition to further sharpening his tools as an underwriter.
Since his initial trial by fire, Brett has worked for some of the largest Florida-based banks, namely Florida Community Bank [sold to Synovus in 2018] and City National Bank, before joining the team. Most recently, at City National Bank, he was able to play a key role during the COVID-19 pandemic as the bank dove headfirst into the origination of PPP and MSLP loans for the South Florida community. The bank garnered national recognition as a leader in these government loan programs during a time of crisis when small businesses everywhere were looking for the help they needed.
Brett earned his business degree, with a concentration in Finance, from Florida International University and was a graduate of the Florida School of Banking in 2013. With over 15 years’ experience as an analyst, special assets officer, underwriter, and a commercial lender, Brett’s knowledge of small business lending and underwriting best practices are a great asset to the Morrissey Metcalfe team. In his spare time, he enjoys watching whatever sport is in season and, as a Pittsburgh Steelers and Miami Hurricanes fan, follows football year-round. He bowls league 2 nights a week with his wife and loves spending time with his son, Cameron and daughter Zoe.
$5,500,000 Revenue
New York, US
New Commercial
Building Purchase
$1,200,000 Purchase Price
General Consulting
$1,500,000 Revenue
Great Britain, UK
Venture Capital Business Analytics
$650,000 Revenue
Massachusetts, US
New Commercial
Building Purchase
$1,900,000 Loan RequestWrite your caption here
$2,200,000 Revenue
Connecticut, US
New Commercial
Building Purchase
$1,500,000 Loan Request
$1,000,000 Revenue
New York, US
+30% Growth in first year
Start-Up
New Hampshire, US
New Commercial
Building Purchase
$1,300,000 Purchase Price
$900,000 Revenue
Connecticut US
Building Purchase
$1,400,000 Purchase Price
New Connecticut, US
Purchase of existing
$10,300,000 Purchase Price
Massachusetts, US
Purchase of existing
Real Estate
$6,700,000 Purchase Price
At Morrissey Metcalfe and Associates, we specialize in providing expert underwriting and servicing solutions to lending companies, while also empowering their small-to-medium business clients to achieve financial success. We also work closely with small-to-medium businesses to help them reach their full potential and become the best versions of themselves. We strive to be a trusted partner for both lending companies and business clients.
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