Carlos: Email & Phone Number

Investment Specialist II at SoFi|Salt Lake City Metropolitan Area, United States

Position:

Investment Specialist II at SoFi

Location:

Salt Lake City Metropolitan Area, United States

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Last updated: 2026-05-28

Updated: 2026-05-28

Found email addresses for Carlos:

Business emails:

**@sofi.com

Found phone for Carlos:

+1-***-***-2203

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Work Experience 12 years

Investment Specialist II at SoFi

Oct 2025 - Current

Product Manager, Due Diligence Analyst - Alternative Investments at Axtella

Apr 2024 - Oct 2025

Sr. Registered Client Associate at Wells Fargo Advisors

Mar 2023 - Apr 2024

Associate Client Relationship Manager at Merrill Lynch

Aug 2022 - Feb 2023

PWM Wealth Management Associate at Morgan Stanley

Sep 2021 - Aug 2022

AVP, Complex Risk Officer at Morgan Stanley

Jun 2018 - May 2021

AVP, Risk Officer Discretionary Oversight (IPS Review/Monitoring Team) at Morgan Stanley

Apr 2016 - Jun 2018

Sr. Registered Client Associate at Morgan Stanley

Jan 2014 - Apr 2016

Carlos started working in 2014, then the employee has changed 4 companies and 6 jobs. On average, Carlos works for one company for 1 year 6 months.

Carlos holds Series 6,7,9,10,63,66 certifications.

Education

Master of Science - MS at University of San Francisco School of Management

Bachelor of Science - BS at University of Utah - David Eccles School of Business

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