Bryan Gregston

Director, Service & Operations

Bryan Gregston is a seasoned professional of 25+ years in the financial services industry. As Director of Service & Operations at DAFgiving360, he oversees multiple departments in servicing clients, advisors, and charities to help fulfill DAFgiving360’s mission of increasing charitable giving in the United States. Bryan has been in this role since 2015 and joined Charles Schwab in 2010, previously as a director and senior manager in Client Service & Support as well as Client Experience. Prior to joining Schwab, Bryan worked in a variety of roles during a 16+ year career at TIAA (formerly TIAA-CREF).

Bryan received his Bachelor of Arts degree in Management and Economics with an emphasis in Finance and Marketing from Simpson College in Indianola, Iowa. He also completed the University of Denver High Potential Leadership program. Bryan is FINRA Series 6 and 7 licensed, is a Lean Six Sigma Yellow belt, and has his Chartered Advisor in Philanthropy (CAP®) designation. He was a Board Member for the Boys & Girls Club of Greater Tarrant County for 7 years, and he continues to be involved with the Charles Schwab Community Ambassador group.