Brian Edelstein Email & Phone Number
Associate @ EBS
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Brian Edelstein Location
- Cleveland, OH, US
Brian Edelstein Work
- Associate @ (September 2022 - Present)
- Financial Advisor @ (November 2008 - Present)
- Communications Consultant @ (August 2007 - October 2008)
- Account Executive @ Edward Howard (May 2004 - July 2007)
- Account Supervisor @ McKinney Advertising & Public Relations (January 2002 - January 2004)
Brian Edelstein Education
- John Carroll University 1998-2001
- Indiana University Bloomington 1996-1997
- University School 1993-1996
Brian Edelstein Skills
- Bank-Owned Life Insurance Plans (BOLI)
- Cash Balance Plans
- Certified Financial Planner
- Corporate-Owned Life Insurance Plans (COLI)
- Deferred Compensation
- Deferred Compensation Plans
- Disability Insurance
- Education Planning
- Employee Benefits
- Estate Planning
- Fixed Annuities
- Insurance Company-Owned Life Insurance Plans (ICOLI)
- Insurance Planning
- Investment Planning
- Life Insurance
- Long Term Care Insurance
- Long-Term Incentive Plans
- Management Compensation Strategies
- Non-Qualified Deferred Compensation
- Non-Qualified Executive Benefits
- Personal Financial Planning
- Qualified Retirement Plans
- Retirement Planning
- Supplemental Executive Retirement Plans
- Tax-advantaged Investment Strategies
- Variable Annuities
Brian Edelstein Summary
- Brian Edelstein, based in Cleveland, OH, US, is currently a Associate at EBS. Brian Edelstein brings experience from previous roles at Northwestern Mutual, Ernst & Young LLP, Edward Howard and McKinney Advertising & Public Relations. Brian Edelstein holds a 1998 - 2001 John Carroll University. With a robust skill set that includes Bank-Owned Life Insurance Plans (BOLI), Cash Balance Plans, Certified Financial Planner, Corporate-Owned Life Insurance Plans (COLI), Deferred Compensation and more. Brian Edelstein has 4 emails and 2 mobile phone numbers on RocketReach.
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