Brandon Bastunas

Brandon Bastunas has a diverse work experience in the financial industry. Brandon started their career in 2006 as a Junior Trader and Sales Assistant at Leerink Partners LLC, where they assisted senior traders, managed trade orders, and maintained the firm's data wall board. In 2009, they joined Loring Ward as a Trader, responsible for trading various financial products and providing trade support and reconciliation. Brandon then moved to Credit Suisse in 2011, where they served as a Sales Assistant and Junior Trader, assisting sales teams and managing orders and offerings. In 2014, they joined Morgan Stanley as a Registered Associate, handling day-to-day operations and generating significant assets under management. Following this, they worked at Consilium Wealth Management as a Trader, Golden Gate Financial as a Support Advisor and Advisor Trainee, AssetMark as a Portfolio Trade Analyst, and finally EQIS Capital Management as a Business Consultant. In these roles, they focused on client support, portfolio management, and building relationships with financial advisors and independent RIAs. Overall, Brandon Bastunas has acquired a wide range of skills and expertise in trading, client relationship management, and financial planning throughout their career.

Brandon Bastunas obtained a Bachelor's Degree in English / Anthropology from the University of California, Berkeley from 1996 to 1999. Additionally, they have certifications in Series 66 and Series 7 from the Financial Industry Regulatory Authority (FINRA), although the specific month and year of obtaining these certifications are unknown.