Brian Ostrowski Email & Phone Number
Vice President | Wealth Advisor @ Bernstein Private Wealth Management
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Brian Ostrowski Location
- Cleveland, OH, US
Brian Ostrowski Work
- 2023 -now Vice President | Wealth Advisor @
- 2022 -2023 Vice President | Relationship Manager @
- 2018 -2022 Vice President | Associate Relationship Manager @
- 2017 -2018 Lead Finance Analyst, Community Bank @
- 2016 -2017 Rotational Finance Analyst @
- 2015 -2015 Finance Intern - Corporate Treasury @
- 2013 -2014 Vice President @
- 2012 -2014 Chief Audit Officer @
Brian Ostrowski Education
- miami university farmer school of business
Bachelor of Science (B.S.) (Finance)
Brian Ostrowski Skills
- Business Owners
- Multigenerational Wealth Transfer
- Investment Management
- Selling Businesses
- Family Engagement
- Entrepeneurs
- Strategic Financial Planning
- Alternative Investments
- Professional Practice / Owners
- Wealth Management
- Management
- Recruiting
- Financial Reporting
- Data Analysis
- Microsoft Excel
- Strategic Planning
- Corporate Finance
- Finance
- Financial Analysis
- Time Management
- Public Speaking
- Accounting
- Teamwork
- Leadership
- Auditing
- Microsoft Office
Brian Ostrowski Summary
- Brian Ostrowski, based in Cleveland, OH, US, is currently a Vice President | Wealth Advisor at Bernstein Private Wealth Management. Brian Ostrowski brings experience from previous roles at Key Private Bank and KeyBank. Brian Ostrowski holds a Bachelor of Science (B.S.) in Finance @ miami university farmer school of business. With a robust skill set that includes Business Owners, Multigenerational Wealth Transfer, Investment Management, Selling Businesses, Family Engagement and more. Brian Ostrowski has 2 emails and 1 mobile phone numbers on RocketReach.
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