Brian Woo Location
- Los Angeles, CA, US
Brian Woo Work
- 2025 -now Financial Advisor @
- 2023 -2025 Financial Advisor @
- 2021 -2023 Vice President - Investments, Private Client Advisor @ JP Morgan Chase Bank N.A.
- 2019 -2021 Financial Solutions Advisor @
- 2019 -2019 Vice President | Private Client Group @
- 2017 -2019 Commercial Lines Account Manager @
- 2017 -2017 Commercial Lines Account Manager @
- 2016 -2017 Commercial Lines Marketing Technician @
- 2015 -2016 Commercial Lines Account Technician @
- 2014 -2015 Broker-Agent @ Miller United Insurance Brokerage
- 2012 -2015 Executive Director @ California Building Material Dealers Association
- 2012 -2015 General Manager @ United Interactive, LLC.
- 2011 -2012 Customer Service Representative @
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
- Lead Generation
- Public Speaking
- Startups
- Microsoft Office
- Risk Management
- Relationship Building
- Business Development
- Venture Capital
- Research
- QuickBooks
- Microsoft Word
- Microsoft Excel
- Networking
- Start Ups
- Property and Casualty Insurance
- Cold Calling
- Strategic Planning
- Leadership
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.
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