Brian Woo Email & Phone Number

Financial Advisor @ Morgan Stanley

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Brian Woo Location

Los Angeles, CA, US

Brian Woo Work

2025 - now Financial Advisor @ Morgan Stanley
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2023 - 2025 Financial Advisor @ RBC Wealth Management
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2021 - 2023 Vice President - Investments, Private Client Advisor @ JP Morgan Chase Bank N.A.

2019 - 2021 Financial Solutions Advisor @ Merrill Edge
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2019 - 2019 Vice President | Private Client Group @ HUB International
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2017 - 2019 Commercial Lines Account Manager @ HUB International
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2017 - 2017 Commercial Lines Account Manager @ Costello & Sons Insurance Brokers
2016 - 2017 Commercial Lines Marketing Technician @ Costello & Sons Insurance Brokers
2015 - 2016 Commercial Lines Account Technician @ Costello & Sons Insurance Brokers
2014 - 2015 Broker-Agent @ Miller United Insurance Brokerage

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Brian Woo Education

University of California, Irvine
Bachelor of Arts (B.A.) (Economics)

Brian Woo Skills

Project Management
First Time Home Buyers
Customer Service

Private Equity
Social Media
New Business Development
Sales
PowerPoint
Asset Management
Marketing

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Brian Woo Summary

Brian Woo, based in Los Angeles, CA, US, is currently a Financial Advisor at Morgan Stanley. Brian Woo brings experience from previous roles at RBC Wealth Management, JP Morgan Chase Bank N.A., Merrill Edge and HUB International. Brian Woo holds a Bachelor of Arts (B.A.) in Economics @ University of California, Irvine. With a robust skill set that includes Project Management, First Time Home Buyers, Customer Service, Private Equity, Social Media and more. Brian Woo has 2 emails and 2 mobile phone numbers on RocketReach.

Brian Woo Emails

Found 2 emails

Brian Woo Phone Numbers

Found 3 phone numbers

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