Verified recordFinancial Services

Brian Kostick

Managing Director, Business Consulting Services at Charles Schwab

Based in Minneapolis, United States

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Seniority

C-Team

Department

General Business & Management

Location

Minneapolis

Industry

Financial Services

Company size

35K

Contact information

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b•••••••@aboutschwab.com

Phone

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Background

About Brian Kostick

Financial Services practice management expert who has worked with and presented to thousands of financial advisors and wealth managers, helping them achieve business objectives for growth, efficiency and profitability. Specializes in optimizing people, process, and technology to deliver the ultimate client experience, with emphasis on turning ideas and intentions into action. Proven ability to drive change management and scale best practices. Versatile experience as a consultant, coach, relationship manager, strategist, manager, executive, and sales catalyst. Passion for the industry.StrengthsFinder Top 5 Themes: Maximizer, Relator, Strategic, Futuristic, DisciplineDiSC Profile: PractitionerCore Values: Integrity, Relationships, Personal Development, Loyalty, Happiness, Helping Others

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