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Cima Brad Osborne

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Cima Brad Osborne

Senior Relationship Manager, Senior Vice President | Merrill Lynch

Birmingham, Alabama, United States

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Cima Brad Osborne

Summary

Brad Osborne is a seasoned financial advisor and Senior Vice President with over four decades of experience in the financial services industry, having started his career with Merrill Lynch Wealth Management in 1980. He specializes in providing comprehensive wealth management services to affluent clients and institutions, focusing on retirement funds, endowments, and foundations. As a Merrill Global Institutional Consultant, he is among a select group of advisors delivering investment consulting services to institutional clients across the Southeast. Brad's holistic approach to financial needs leverages the extensive resources of Merrill, ensuring tailored solutions for ultra-high-net-worth families. He is well-educated, holding a Bachelor's degree in Business/Finance from Auburn University and having completed MBA coursework at multiple institutions. In addition to his professional work, he is an accomplished speaker, having presented at prestigious venues like the Wharton School of Business. Outside of work, he enjoys family life in Birmingham, Alabama, with his wife and two children.

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Technical Background

Leadership Experience

Long-Term Tenure

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Emerging Technologies

Leadership Development

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Cima Brad Osborne

Work Experience

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Senior Relationship Manager, Senior Vice President at

Merrill Lynch

December 1980 - Present

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Financial Advisor, Senior Vice President at

Merrill Lynch Wealth Management

December 1980 - Present

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Cima Brad Osborne

Education

Frequently Asked Questions about Cima Brad Osborne

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What company does Cima Brad Osborne work for?

Cima Brad Osborne is a Senior Relationship Manager, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cima Brad Osborne graduated from?

Cima Brad Osborne holds a degree in Bachelor's Degree from Auburn University.

How can I directly contact Cima Brad Osborne?

To contact Cima Brad Osborne directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Cima Brad Osborne?

Brad Osborne is a seasoned financial advisor and Senior Vice President with over four decades of experience in the financial services industry, having started his career with Merrill Lynch Wealth Management in 1980. He specializes in providing comprehensive wealth management services to affluent clients and institutions, focusing on retirement funds, endowments, and foundations. As a Merrill Global Institutional Consultant, he is among a select group of advisors delivering investment consulting services to institutional clients across the Southeast. Brad's holistic approach to financial needs leverages the extensive resources of Merrill, ensuring tailored solutions for ultra-high-net-worth families. He is well-educated, holding a Bachelor's degree in Business/Finance from Auburn University and having completed MBA coursework at multiple institutions. In addition to his professional work, he is an accomplished speaker, having presented at prestigious venues like the Wharton School of Business. Outside of work, he enjoys family life in Birmingham, Alabama, with his wife and two children.

Cima`s contact details

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************@ml.com

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