Meet the Departments NOT

Meet the Departments Learning Series 2026
Brookstone is excited to launch the Meet the Departments Learning Series, a four-part program designed to help employees gain a deeper understanding of the teams across our organization and how each department contributes to our shared mission.
Each one-hour session will feature four departments, with department leaders sharing an overview of their teams, core responsibilities, current initiatives, and how they collaborate across the firm.
Sessions will be held in the Wheaton Training Room and available via Zoom for remote attendees. Recordings will be posted on this page for playback and future onboarding.
What You’ll Learn
- What each department does and the services they support
- How teams work together across the organization
- Key projects and initiatives currently underway
- How each department contributes to Brookstone’s mission and goals
Part 1: Meet Business Development, Communications, Concierge, and Marketing
Tuesday, June 23 | 3:00 – 4:05 p.m. CST
Featuring:
Business Development, Communications, Concierge, and Marketing
Part 2: Meet Compliance, Investments, Planning, and Trading
Tuesday, July 21 | 3:00 – 4:00 p.m. CST
Featuring:
Compliance, Investments, Planning, and Trading
Part 3: Meet New Business, Advisor Services, Finance, and Billing
Tuesday, August 4 | 3:00 – 4:00 p.m. CST
Featuring:
New Business, Advisor Services, Finance, and Billing
Part 4: Meet BIG, PMO, Technology Support, and Engineering
Tuesday, August 18 | 3:00 – 4:00 p.m. CST
Featuring:
BIG, PMO, Technology Support, and Engineering


