Trent Schneiter
Investment Operations ManagerTrent serves as Investment Operations Manager, responsible for the day-to-day investment operations, ensuring the Firm is efficient with trading, reporting and regulatory adherence. This includes trading, settlement, regulatory and fund reporting, risk management, vendor management and cross-functional department collaboration.
With over 20 years of financial services experience including compliance, business development and operations roles, Trent is known for his hands-on approach in solving complex challenges and developing processes.
Trent has a bachelor’s degree in business management and a minor in Marketing from Oklahoma State University and earned a Certificate in Financial Planning from Southern Methodist University.
