Brett Rosen

Brett Rosen is an experienced professional in the fields of mergers and acquisitions, investment, and employee benefits. As the Principal at Rosen Advisory since July 2021, Brett specializes in providing tailored M&A services for business owners. Concurrently, as an Advisory Board Member and Investor at XP Health, Brett contributes to an innovative AI-powered vision benefits platform recognized by Fast Company magazine. Previously, Brett served as Executive Vice President of Corporate Development/M&A at OneDigital Health and Benefits, where responsibilities included guiding M&A strategies and partnerships. Additional roles include founding the Broker Finder marketplace, working as a National Account Sales Executive at CIGNA Group Insurance, and holding various sales and analysis positions at Unum, Hewitt Associates, and Accenture. Brett holds a Bachelor of Science degree in Business Administration from Bucknell University.