Brian Woolston
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Brian Woolston Email & Phone Number

Investment Specialist II at SoFi
Location: Salt Lake City, Utah, United States 11 work roles 2 schools
1 work email found @chase.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@chase.com
LinkedIn Profile matched
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Current company
SoFi
Role
Investment Specialist II
Location
Salt Lake City, Utah, United States
Company size
5317 employees

Who is Brian Woolston? Overview

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Quick answer

Brian Woolston is listed as Investment Specialist II at SoFi, a company with 5317 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at chase.com and a matched LinkedIn profile for Brian Woolston.

Brian Woolston previously worked as Investment Specialist at Sofi and Workplace Planning Consultant at Fidelity Investments. Brian Woolston holds Bachelor'S Degree, Business Administration And Management from Western Governors University.

Company email context

Email format at SoFi

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{first}.{last}@chase.com
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AeroLeads found 1 current-domain work email signal for Brian Woolston. Compare company email patterns before reaching out.

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Profile bio

About Brian Woolston

Dynamic financial services professional with a strong track record of success in delivering top-notch client service and driving business growth. Currently serving as an Investment Specialist at SoFi, I specialize in brokerage investment experience. I excel in service-to-sales strategies, leveraging insights to uncover opportunities and provide tailored advice to clients. Passionate about fostering client success and achieving mutual growth, I am eager to connect with professionals who share my commitment to excellence in the financial services industry.Let's connect and explore opportunities to collaborate!

Current workplace

Brian Woolston's current company

Company context helps verify the profile and gives searchers a useful next step.

SoFi
Sofi
Investment Specialist II
Salt Lake City, UT, US
Website
sofi.com
Employees
5317
AeroLeads page
Company profile
View company profile Email format
11 roles

Brian Woolston work experience

A career timeline built from the work history available for this profile.

Investment Specialist Ii

Sofi

Salt Lake City, UT, US

Investment Specialist

Current
Sofi

San Francisco, California, US

Oct 2024 - Present

Private Client Banker

Chase

New York, NY, US

Feb 2022 - Jan 2023

Relationship Banker

Chase

New York, NY, US

Feb 2021 - Feb 2022

Associate Banker

Chase

New York, NY, US

Mar 2019 - Feb 2021

Sales Representative

4K Satellite

Sandy, Utah, US

Jan 2019 - Aug 2019

Frontline

Copper Sage Recovery
Dec 2017 - May 2018

Apprentice Mechanic

Trendy Motors Inc.
May 2014 - May 2016
Team & coworkers

Colleagues at SoFi

Other employees you can reach at sofi.com. View company contacts for 5317 employees →

MF Margaret Furth Margaret Furth Colleague at SofiSan Francisco, California, United States, United States View → GA Ganette Araya Ganette Araya Colleague at SofiEsbon, Kansas, United States, United States View → TY Thomas Yong Thomas Yong Colleague at SofiSan Francisco, California, United States, United States View → RS Ryan Smith Ryan Smith Colleague at SofiGreater Philadelphia, United States View → CM Connor Miscovich Connor Miscovich Colleague at SofiJacksonville, Florida, United States, United States View → KR Kourtne'​ Reardon Kourtne'​ Reardon Colleague at SofiGreater Philadelphia, United States View → NM Nathan M. Calhoun Nathan M. Calhoun Colleague at SofiNewland, North Carolina, United States, United States View → ST Sara Theurer Sara Theurer Colleague at SofiKansas City, Missouri, United States, United States View → TQ Taylor Quinn, Shrm-Cp Taylor Quinn, Shrm-Cp Colleague at SofiSan Jose, California, United States, United States View → FP Fausto Perillo Fausto Perillo Colleague at SofiMontevideo, Montevideo, Uruguay, Uruguay View →
2 education records

Brian Woolston education

Bachelor'S Degree, Business Administration And Management

Western Governors University

Associate Of Science - As, General Studies

Salt Lake Community College
FAQ

Frequently asked questions about Brian Woolston

Quick answers generated from the profile data available on this page.

What company does Brian Woolston work for?

Brian Woolston works for SoFi.

What is Brian Woolston's role at SoFi?

Brian Woolston is listed as Investment Specialist II at SoFi.

What is Brian Woolston's email address?

AeroLeads has found 1 work email signal at @chase.com for Brian Woolston at SoFi.

Where is Brian Woolston based?

Brian Woolston is based in Salt Lake City, Utah, United States while working with SoFi.

What companies has Brian Woolston worked for?

Brian Woolston has worked for Sofi, Fidelity Investments, Chase, 4K Satellite, and Copper Sage Recovery.

Who are Brian Woolston's colleagues at SoFi?

Brian Woolston's colleagues at SoFi include Margaret Furth, Ganette Araya, Thomas Yong, Ryan Smith, and Connor Miscovich.

How can I contact Brian Woolston?

You can use AeroLeads to view verified contact signals for Brian Woolston at SoFi, including work email, phone, and LinkedIn data when available.

What schools did Brian Woolston attend?

Brian Woolston holds Bachelor'S Degree, Business Administration And Management from Western Governors University.

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