Jonathan Barrett, founder and CEO of Bear IT Group
    Experience
    25+ years in technology leadership
    Perspective
    Former banking Chief Information & Digital Officer · 2016–2023
    Experience spans
    Banking, contact centers & fintech, real estate, property management, insurance, non-profits and law firms
    Today
    Founder & CEO, Bear IT Group
    Education
    University of Rhode Island · BS, Management Science & Information Systems
    Connect with Jonathan

    The person behind Bear IT

    Jonathan Barrett.
    An executive’s experience. A buyer’s perspective. Your technology advisor.

    Jonathan’s perspective was built inside the organizations he now advises. Over more than 25 years in technology, his work has spanned IT operations, fintech implementation, national contact center leadership, digital product strategy, and the executive responsibility of a banking Chief Information & Digital Officer. He understands both the systems a business depends on today and the decisions that determine where it can go next.

    At Citizens Bank, he directed technology services for more than 1,200 contact center users across six locations, with 24/7 support, before moving into digital strategy across wealth management, credit cards, and mortgages. At Andera, he brought bank executives, marketers, technologists, and compliance teams together to deliver digital account-opening projects. Later, reporting to the Chairman and CEO of Home Loan Investment Bank, he led IT and marketing transformation across ten locations—from cybersecurity and regulatory examinations to a core banking provider change, digital banking services, and a three-year technology roadmap.

    That experience shapes Bear IT Group, which Jonathan founded in 2023. His advice considers what a decision means for the budget, the people delivering it, the customers using it, and the risks the business carries—not just the platform being purchased. Today, he provides ongoing vCIO guidance for SMB and midmarket organizations, alongside focused contact center, conversational AI, network transformation and technology sourcing services for enterprise leaders and organizations with existing IT leadership.

    25+
    Years in technology leadership
    1,200+
    Contact center users supported across six locations
    4
    Advisory practices

    01 / Operational depth

    Know what it takes to keep the business running.

    Experience leading round-the-clock contact center support connects strategy to the realities of service, people, and operational risk.

    02 / Buyer’s perspective

    Understand the commitment behind the contract.

    Having led core banking selection, negotiation, and implementation, Jonathan looks beyond the pitch to delivery, cost, and long-term fit.

    03 / Business progress

    Connect technology to the customer.

    Digital banking, fintech delivery, and marketing experience inform decisions about how people find, use, and experience your services.

    01 / Why Bear IT exists

    Technology should be a business advantage.

    To help organizations turn technology into a business advantage. Bear IT brings executive-level vCIO leadership and trusted technology advisory to align investments with business goals, strengthen cybersecurity, and improve customer experiences. From technology roadmaps and vendor selection to communications and AI, we help leaders make confident decisions and turn strategy into measurable progress.

    02 / A note from Jonathan

    The perspective
    behind the advice.

    Jonathan Barrett

    Founder & CEO, Bear IT Group

    "After more than 25 years in technology leadership, I've learned that the strongest results come from connecting technology decisions to business priorities. I founded Bear IT to bring that perspective to organizations through our vCIO and Trusted Technology Advisor practices. Whether providing ongoing executive leadership or guiding a critical investment in communications, cybersecurity, cloud, or AI, we help you make confident decisions, choose the right partners, and turn strategy into meaningful results."
    Explore Jonathan’s career and responsibilities

    The record — 25+ years

    A career spent inside the decisions

    From systems administrator to Chief Information & Digital Officer—Jonathan Barrett's career spans technology leadership across banking and enterprise IT. The Chief Information & Digital Officer role shown below ran from 2016 to 2023; 25+ years refers to overall technology experience, not CIO tenure.

    1. Founder & CEO

      Bear IT Group2023 – Present

      Founded Bear IT Group to provide strategic IT advisory and managed services to organizations seeking vendor-agnostic, executive-level technology guidance.

      Highlights and responsibilities

      Highlights

      • Strategic vCIO & Technology Advisory
      • Managed IT & Cybersecurity Services
      • Digital Transformation Consulting

      Key Responsibilities

      • Vendor-agnostic technology recommendations
      • Executive-level strategic planning
      • End-to-end digital transformation
      • Cybersecurity program development
      • Cloud migration strategies
    2. Chief Information & Digital Officer

      Home Loan Investment Bank2016 – 2023

      Led transformative IT and Marketing initiatives, delivering a robust cybersecurity program, first-class digital experience, and infrastructure optimization across the organization.

      Highlights and responsibilities

      Highlights

      • Developed enterprise Cybersecurity Program
      • Led digital banking roadmap & .COM redesign
      • Marketing performance review

      Key Responsibilities

      • Full P&L responsibility for IT operations
      • Branch infrastructure oversight
      • Core banking system migration
      • Regulatory compliance leadership
      • Vendor contract negotiations
    3. VP - Sr. Digital Product Manager

      Citizens Bank2014 – 2016

      Pivotal role on the digital strategy team at a large national bank, forging partnerships between FinTechs and business units.

      Highlights and responsibilities

      Highlights

      • Led digital enhancements for Credit Card & Mortgage
      • Key stakeholder in Wealth Management fintech selection
      • Drove business transformation

      Key Responsibilities

      • FinTech partnership development
      • Digital product roadmap ownership
      • Cross-functional team leadership
      • Agile transformation initiatives
      • Customer experience optimization
    4. Director Of Contact Center Technology

      Citizens Bank2010 – 2014

      Critical leadership role directing multiple teams and services to bolster Contact Center technology operations across multiple locations.

      Highlights and responsibilities

      Highlights

      • Led Technology Services Centralization Program
      • Managed application portfolio and support
      • Directed cross-functional teams

      Key Responsibilities

      • Multi-location user support
      • Application portfolio management
      • 24x7 operations oversight
      • Technology consolidation savings
      • Vendor management & negotiations
    5. Sr. Project Manager

      Andera, Inc. (FinTech)2008 – 2010

      Led customer acquisition and account opening projects for financial institutions at a leading FinTech company.

      Highlights and responsibilities

      Highlights

      • Project performance reporting
      • Managed concurrent projects
      • Financial institution specialization

      Key Responsibilities

      • Concurrent project delivery
      • Financial services specialization
      • Client relationship management
      • On-time & on-budget delivery
      • Process improvement initiatives
    6. IT Director & Systems Administrator

      Various Organizations1998 – 2008

      Built foundational IT expertise through progressive roles in systems administration, network management, and IT leadership.

      Highlights and responsibilities

      Highlights

      • Enterprise systems administration
      • Network infrastructure management
      • IT operations leadership

      Key Responsibilities

      • Windows & Linux server administration
      • Network architecture design
      • Security policy implementation
      • Disaster recovery planning
      • Help desk team leadership
    Additional concurrent leadership experience

    Digital Marketing Director

    Home Loan Investment Bank · 2016 – 2023

    Concurrently led digital marketing strategy, integrating brand messaging with technology initiatives to drive customer acquisition and engagement.

    • Integrated digital marketing program
    • Brand transformation initiatives
    • Customer acquisition optimization
    • Marketing automation implementation
    • SEO & SEM strategy development
    • Social media brand presence
    • Email campaign optimization
    • Analytics & reporting dashboards
    Client Perspectives

    Trusted by executive leaders across industries

    Real feedback from organizations that trust Bear IT Group with their technology leadership.

    "Partnering with Bear IT Group has been one of our most impactful decisions. Jon brought structure, leadership, and strategy to our technology operations — implementing an IT roadmap, security program, and vendor oversight. The transition to Zoom Phone improved communication while cutting costs, and Jon continues to be a trusted technology advisor to our firm."
    Matt Plain

    Matt Plain

    Co-Managing Partner, Barton Gilman LLP

    Law Firm
    IT StrategySecurity ProgramUnified Communications

    The organizations behind those words

    Barton Gilman LLP
    Forbes Financial Planning
    CME Credit Union
    The Enrollment Network
    The Hire
    RI Real Estate Services
    Slocum Real Estate & Insurance
    The Hennessy Group
    RI Foundation
    Barton Gilman LLP
    Forbes Financial Planning
    CME Credit Union
    The Enrollment Network
    The Hire
    RI Real Estate Services
    Slocum Real Estate & Insurance
    The Hennessy Group
    RI Foundation
    Barton Gilman LLP
    Forbes Financial Planning
    CME Credit Union
    The Enrollment Network
    The Hire
    RI Real Estate Services
    Slocum Real Estate & Insurance
    The Hennessy Group
    RI Foundation

    Ready to discuss your technology leadership needs?

    Discuss your priorities, current challenges, and which advisory practices could support your next decisions.