Brent Bastian


Director of Operations

816-285-9000
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Areas of Expertise

  • Small Business Operations Workflows
  • Client Service Consulting

Personal

I am a graduate of the University of Central Missouri, where I majored in Accounting, minored in Finance, and also returned later to receive an MBA in Ethical Strategic Leadership. I began my career overseeing endowments, foundations, and pension plan portfolios at State Street Bank & Trust and later moved to Schwab Performance Technologies. During my time at Schwab, I gained industry experience in portfolio management, client relationship management, and investment platforms. Throughout my career I have developed a passion for process improvement and development of workflow efficiency.

I currently live in Lee’s Summit with my wife, Abby, son Benjamin, and daughters Audrey & Ayla.  I have a passion for music and played the saxophone throughout high school and college in both marching and jazz bands.  In my free time I enjoy playing golf, spending time with family and friends, and cheering for the Chiefs, Royals and Missouri Tigers.

Director of Operations

Brent is responsible for directing, administering and coordinating the activities of the organization in accordance with policies, goals and objectives of the firm. His primary responsibilities are oversight of the client service department, as well as working closely with the leadership of the firm to implement strategic initiatives to improve operations efficiencies and client experience.

Professional & Community Involvement

  • Director of Operations, Buttonwood Financial Group, LLC: 2015 – present
  • Portfolio Technical Specialist, Buttonwood Financial Group, LLC: 2014 – 2015
  • Senior Relationship Specialist, Charles Schwab: 2013 – 2014
  • Relationship Specialist, Charles Schwab: 2011 – 2013
  • Portfolio Accountant, State Street Bank & Trust: 2010 – 2011

 

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