David Ostmann
Registered Private Wealth Client Associate at Merrill Lynch
- Role
- Registered Private Wealth Client Associate at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Registered Private Wealth Client Associate
Apr 2022 — Present
I am a member of The Evelo|Singer|Sullivan|Bruegge Group, a nationally recognized private wealth management team. We work closely with affluent families to manage the complexities of substantial wealth.
Education
Xavier University
Batchelor's, English
2003 — 2007
Xavier University
Master of Business Administration (MBA), Business Intelligence
2015 — 2018
Skills
- Insurance
- Banking
- Risk Management
- Business Analysis
- Retail Banking
- Operations Management
- Employee Engagement
- Management
- Team Building
- Strategic Planning
- Coaching
- Financial Analysis
- Leadership
- Marketing
- Customer Service
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