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
- Vice President | Wealth Advisor @ (July 2023 - Present)
- Vice President | Relationship Manager @ (February 2022 - July 2023)
- Vice President | Associate Relationship Manager @ (December 2018 - February 2022)
- Lead Finance Analyst, Community Bank @ (August 2017 - December 2018)
- Rotational Finance Analyst @ (August 2016 - August 2017)
- Finance Intern - Corporate Treasury @ (May 2015 - August 2015)
- Vice President @ (November 2013 - November 2014)
- Chief Audit Officer @ (September 2012 - November 2014)
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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