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Brad Osten Location
Boston, MA, US
Brad Osten Work
2026 -now Head of Platform @
2026 -now Wealth Advisor @
2022 -now Financial Advisor @
2024 -2025 Director of Wealth Management @
2021 -2022 Client Advisor @
2018 -2021 Senior Associate @
2016 -2018 Private Client Associate @
2016 -2016 Business Development @
2015 -2015 Private Wealth Management Intern @
2014 -2014 Office of Development and Alumni Relations @
Brad Osten Education
University of Maryland College Park
Bachelor of Science (B.S.) (Finance)
2012-2016
Bond University
Study Abroad (Finance)
2015-2015
Brad Osten Skills
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Research
Public Speaking
Social Media
English
Real Estate Financing
Financial Reporting
Finance
Business
Brad Osten Summary
Brad Osten, based in Boston, MA, US, is currently a Head of Platform at Claro Advisors Inc.. Brad Osten brings experience from previous roles at Claro Advisors Inc., NDVR, Inc. and Bernstein Private Wealth Management. Brad Osten holds a 2012 - 2016 Bachelor of Science (B.S.) in Finance @ University of Maryland College Park. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service and more. Brad Osten has 3 emails and 1 mobile phone numbers on RocketReach.
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