Brian Ostrowski
Advisor | Business Owners | Uniquely Successful Individuals | Succession Planning | Generational Wealth & Family Engagement
- Role
- Vice President Client Advisor at Bernstein Private Wealth Management
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Vice President Client Advisor
Bernstein Private Wealth Management
Jul 2023 — Present · Cleveland, OH, US
Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges - ones that extend well beyond wealth management. With innovative research, a vast breadth of investment strategies and planning expertise, along with a true fiduciary approach; we guide clients and communities to achieve a more meaningful future.
Education
Miami University Farmer School of Business
Bachelor of Science (B.S.)
Skills
- Financial Analysis
- Accounting
- Recruiting
- Microsoft Office
- Corporate Finance
- Time Management
- Auditing
- Teamwork
- Finance
- Management
- Leadership
- Data Analysis
- Microsoft Excel
- Public Speaking
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