Brian Ostrowski Email & Phone Number

Cleveland, Ohio, United States

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.

Naples, Florida, United States

• Served clients as their lead advisor, partnering directly with a team of specialists to deliver comprehensive advice on a variety of wealth management issues (investment management, estate planning, business succession, legacy planning, among many others)

Naples, Florida Area

• Engaged with lead advisors to expand their individual books of business that covered the entire Florida market• Delivered integrated wealth strategies and comprehensive advice individually tailored for high net-worth individuals, families, retirees, business owners, and executives

Cleveland/Akron, Ohio Area

• Internal financial consultant for New England, Pacific, and Florida sales executives advising on financial performance, book of business profitability, market strategy, and prospect identification• Created annual financial plans for geographic sales teams across Commercial Bank and Private Bank segments• Led several projects aimed at improving forecast accuracy, refining market plans, identifying potential cost saves, and developing sales tools for leaders to better analyze their businesses

Cleveland/Akron, Ohio Area

• Collaborated with the Corporate Strategy team to evaluate executive level M&A analyses that aligned with several strategic priorities• Introduced an analysis to sales leaders outlining the pipeline of investment banking product deals within the Commercial Bank to assess current production and expose risk to Key's financial goals• Built and directed a presentation to onboard a new market sales leader in the Private Bank which exhibited the respective market’s historical performance, current portfolio characteristics, and potential revenue opportunities

Cleveland/Akron, Ohio Area

• Developed deposit/loan assumptions to forecast total KeyCorp fund movements and established working relationships with brokers to fulfill daily wholesale funding needs• Constructed an analysis of new debt issuances of comparable financial institutions to determine investor behavior and the overall market environment surrounding new debt issue spread rates• Improved processing time of funds movement reports by method of automation

• Operated as the top national chapter (2013-2014) based on merits of philanthropy, recruitment, and academic success while managing 12 committees and 5 executive members• Mentored new candidates as member of the Education Committee

Oxford, Ohio

• Established Audit division by implementing training documents and procedures overseeing areas of Accounting, Loans, and Operations in order to outline the organization’s processes and identify key risks• Presented reports and procedures to Federal Examiners of the NCUA as well as the Board of Directors to ensure that we were in compliance of appropriate regulations