Brian Woo Email & Phone Number
Financial Advisor @ Morgan Stanley
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Brian Woo Location
- Los Angeles, CA, US
Brian Woo Work
- Financial Advisor @ (March 2025 - Present)
- Financial Advisor @ RBC Wealth Management (March 2023 - March 2025)
- Vice President - Investments, Private Client Advisor @ JP Morgan Chase Bank N.A. (June 2021 - January 2023)
- Financial Solutions Advisor @ (August 2019 - May 2021)
- Vice President | Private Client Group @ (January 2019 - August 2019)
- Commercial Lines Account Manager @ (October 2017 - January 2019)
- Commercial Lines Account Manager @ (January 2017 - October 2017)
- Commercial Lines Marketing Technician @ (March 2016 - January 2017)
- Commercial Lines Account Technician @ (August 2015 - March 2016)
- Broker-Agent @ Miller United Insurance Brokerage (September 2014 - July 2015)
- Executive Director @ California Building Material Dealers Association (March 2012 - July 2015)
- General Manager @ United Interactive, LLC. (March 2012 - July 2015)
- Customer Service Representative @ (March 2011 - March 2012)
Brian Woo Education
- UC 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 @ UC 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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