Brian Winslow Email & Phone Number
Senior Financial Planner @ SoFi
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Brian Winslow Location
- Austin, TX, US
Brian Winslow Work
- 2025 -now Senior Financial Planner @
- 2024 -2025 Sr. Acquistion Advisor @
- 2021 -2024 Private Client Advisor @
- 2020 -2020 Financial Solutions Advisor, Assistant Vice President @
- 2018 -2020 Financial Solutions Advisor @
- 2017 -2017 Financial Solutions Consultant @
Brian Winslow Education
- University of Missouri-Columbia
Bachelor’s Degree (Business Administration with an Emphasis in Economics)
2012-2016
Brian Winslow Skills
- Microsoft Excel
- Microsoft Office
- Salesforce.com
Brian Winslow Summary
- Brian Winslow, based in Austin, TX, US, is currently a Senior Financial Planner at SoFi. Brian Winslow brings experience from previous roles at Morgan Stanley, J.P. Morgan Wealth Management and Merrill Lynch. Brian Winslow holds a 2012 - 2016 Bachelor’s Degree in Business Administration with an Emphasis in Economics @ University of Missouri-Columbia. With a robust skill set that includes Microsoft Excel, Microsoft Office, Salesforce.com and more. Brian Winslow has 2 emails and 1 mobile phone numbers on RocketReach.
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