Brian Winslow Email & Phone Number
Senior Financial Planner @ SoFi
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Brian Winslow Location
- Austin, TX, US
Brian Winslow Work
- Senior Financial Planner @ (March 2025 - Present)
- Sr. Acquistion Advisor @ (April 2024 - March 2025)
- Private Client Advisor @ (May 2021 - April 2024)
- Financial Solutions Advisor, Assistant Vice President @ (January 2020 - December 2020)
- Financial Solutions Advisor @ (January 2018 - January 2020)
- Financial Solutions Consultant @ (March 2017 - December 2017)
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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