Brett Dunkin

Executive Sales Advisor

About

Brett serves as Executive Sales Advisor at TrueInsights CFO, LLC, focusing on business development across the Western United States. He works with Business Owners and Leadership Teams to assess their financial management needs and identify opportunities where Fractional CFO services can add value.

Brett's role involves client acquisition, needs assessment, and engagement coordination with the TrueInsights CFO consulting team. His experience in financial services and business advisory enables him to effectively evaluate client situations, personally craft client relationships, and recommend appropriate solutions for their financial operations.

Brett maintains active client relationships to support ongoing consulting engagements and address evolving business needs.

Outside of work, Brett enjoys staying active with his musicianship, exploring the outdoors, and spending quality time with family and friends.