Brian Woo Email & Phone Number
Senior Vice President, Senior Portfolio Management Director, Financial Advisor @ Morgan Stanley
5 free lookup(s).
Brian Woo Location
- California, United States
Brian Woo Work
- 2004 - now Senior Vice President, Senior Portfolio Management Director, Financial Advisor @
- 2009 - 2011 President @ Korean American Professional Society- Los Angeles
- 2003 - 2004 Investment Advisor @
Brian Woo Education
- University of California, Irvine
Bachelor’s Degree (Economics)
1998 - 2002
Brian Woo Skills
- Wealth Management
- Capital Markets
- Series 7
- Series 63
- Alternative Investments
- Asset Allocation
- Customer Service
- Investments
- Mergers and Acquisitions
- High Net Worth Individuals
- Portfolio Management
- Investment Strategies
- Fixed Income
- Retirement Planning
- Mergers
- Finance
- Equities
- Strategic Planning
- Project Management
- Investment Management
Brian Woo Summary
- Brian Woo, based in California, United States, is currently a Senior Vice President, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley. Brian Woo brings experience from previous roles at Korean American Professional Society- Los Angeles and John Hancock Financial Services. Brian Woo holds a 1998 - 2002 Bachelor’s Degree in Economics @ University of California, Irvine. With a robust skill set that includes Wealth Management, Capital Markets, Series 7, Series 63, Alternative Investments and more. Brian Woo has 1 emails and 1 mobile phone numbers on RocketReach.
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