Brian Houle
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Brian Houle
Hello, I\'m Brian Houle, a finance professional with a passion for delivering exceptional…
Experience
Registered Client Service Associate
Sep 2019 — Present
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. Present findings directly to clients via a tailored and informative presentation -Research, analyze, and execute orders for alternative investments…
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