Brad Osten Email & Phone Number
Head of Platform @ Claro Advisors
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Brad Osten Location
- Boston, MA, US
Brad Osten Work
- Head of Platform @ (January 2026 - Present)
- Wealth Advisor @ (January 2026 - Present)
- Director of Wealth Management @ (January 2024 - December 2025)
- Financial Advisor @ (January 2022 - December 2025)
- Client Advisor @ (January 2021 - January 2022)
- Senior Associate @ (June 2018 - January 2021)
- Private Client Associate @ (April 2016 - June 2018)
- Business Development @ (February 2016 - April 2016)
- Private Wealth Management Intern @ (June 2015 - August 2015)
- Office of Development and Alumni Relations @ (August 2014 - December 2014)
Brad Osten Education
- University of Maryland
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 and Bernstein Private Wealth Management. Brad Osten holds a 2012 - 2016 Bachelor of Science (B.S.) in Finance @ University of Maryland. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service and more. Brad Osten has 2 emails and 1 mobile phone numbers on RocketReach.
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