Brandon Bastuba Email & Phone Number
Investment Solutions Advocate @ Goss Advisors
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Brandon Bastuba Location
- Charlotte, NC, US
Brandon Bastuba Work
- Investment Solutions Advocate @ (August 2026 - Present)
- Senior Vice-President, Advisory Solutions @ (July 2025 - April 2026)
- Regional VP, Sales | RIA and Enterprise Sales @ (January 2023 - July 2025)
- Regional Sales Consultant | Built Hybrid Wholesaler Team to Represent TAMP and Investment Strategist @ Orion Portfolio Solutions (November 2021 - September 2022)
- National Consultant | Transformed Sales Force by Building Infrastructure and Processes for New Role @ (October 2014 - November 2021)
- Business Development Specialist | Defined and Structured New “Hunter” Role, Processes and Team @ (June 2014 - October 2014)
- Senior Sales Consultant | Grew Upstate NY from $750MM to $1B AUM @ (July 2012 - June 2014)
- Internal Consultant | Built 3 New Territories that Generated $175MM New Assets @ (May 2010 - June 2014)
- Financial Advisor | Leveraged Consultative Selling Approach to Develop New Business @ AXA Advisors (Now Equitable Advisors) (May 2007 - May 2010)
Brandon Bastuba Education
- University of Michigan
BA (Economics & Political Science)
Brandon Bastuba Skills
- Advisor Relationship Building
- Alternative Investments
- Analysis
- Asset Allocation
- Business Development
- CRM
- Consultative Selling
- Consulting
- ETFs
- Finance
- Financial Advisory
- Insurance
- Investment Sales
- Investments
- Leadership
- Managed Money
- Mutual Funds
- New Business Development
- Portfolio Management
- Practice Management
- Relationship Building
- Retirement Planning
- Sales
- Sales Presentations
- Sales Process
- Series 7
- Team Building
- Territory Growth
- Unified Managed Accounts
- Wealth Management
Brandon Bastuba Summary
- Brandon Bastuba, based in Charlotte, NC, US, is currently a Investment Solutions Advocate at NewEdge Advisors. Brandon Bastuba brings experience from previous roles at The Pacific Financial Group, Inc., intelliflo, Orion Portfolio Solutions and AssetMark. Brandon Bastuba holds a BA in Economics & Political Science @ University of Michigan. With a robust skill set that includes Advisor Relationship Building, Alternative Investments, Analysis, Asset Allocation, Business Development and more. Brandon Bastuba has 2 emails and 2 mobile phone numbers on RocketReach.
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