Brian Houle

Brian Houle Email and Phone Number

Financial Advisor at Morgan Stanley @ Morgan Stanley
San Francisco, CA, US
Brian Houle's Location
San Francisco, California, United States, United States
Brian Houle's Contact Details

Brian Houle work email

Brian Houle personal email

n/a
About Brian Houle

Hello, I'm Brian Houle, a finance professional with a passion for delivering exceptional wealth management solutions. I'm currently a Registered Associate at Morgan Stanley in Menlo Park, CA, where I have had the privilege of being part of the Cornerstone Group Silicon Valley, a private wealth management team recognized as one of Forbes' Top High Net Worth Management Teams in 2022 (#1 in Northern California and #24 in the US).

Brian Houle's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Advisor at Morgan Stanley
San Francisco, CA, US
Website:
morganstanley.com
Employees:
94640
Company phone:
(212)761-4000
Brian Houle Work Experience Details
  • Morgan Stanley
    Morgan Stanley
    San Francisco, Ca, Us
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  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2024 - Present
    New York, Ny, Us
    View
  • Morgan Stanley
    Registered Client Service Associate
    Morgan Stanley Sep 2019 - Jun 2024
    New York, Ny, Us
    -Perform range of investment-related client support for Cornerstone Group Silicon Valley, a private wealth management group that was recognized as one of Forbes’ Top High Net Worth Management Teams for 2022 (#1 in Northern California and #24 in the US) -Create detailed retirement plans for high net-worth clients using LifeView software. Presentfindings directly to clients via a tailored and informative presentation-Research, analyze, and execute orders for alternative investments, including private equity andreal estate funds
    View
  • Morgan Stanley
    Client Services Associate
    Morgan Stanley Mar 2019 - Sep 2019
    New York, Ny, Us
    -Promoted to CSA supporting Alex Oberle, Senior Vice President, and Financial Advisor of Cornerstone Group Silicon Valley-Developed excellent customer service, organization, and time management skills
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Brian Houle Skills

Series 7 Microsoft Office Series 66 Wealth Management

Brian Houle Education Details

  • University Of Oregon Lundquist College Of Business
    University Of Oregon Lundquist College Of Business
    General

Frequently Asked Questions about Brian Houle

What company does Brian Houle work for?

Brian Houle works for Morgan Stanley

What is Brian Houle's role at the current company?

Brian Houle's current role is Financial Advisor at Morgan Stanley.

What is Brian Houle's email address?

Brian Houle's email address is br****@****ley.com

What schools did Brian Houle attend?

Brian Houle attended University Of Oregon Lundquist College Of Business.

What skills is Brian Houle known for?

Brian Houle has skills like Series 7, Microsoft Office, Series 66, Wealth Management.

Who are Brian Houle's colleagues?

Brian Houle's colleagues are Lesley-Anne Mcglone, Utkarsh Kansal, Letícia Afonso, Kristen Jarema, Lacy Foreman Labbe, K A., Lee Bertram.

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