C

Carlos's email & phone

Position:Investment Specialist II at SoFi
Experience:12 years
Location:Salt Lake City Metropolitan Area, United States

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Work Experience

Investment Specialist II at SoFi

Oct 2025 - Current

Product Management Specialist - 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 5 months.

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

Current Company Information SoFi

Name: SoFi

Speciality: Refinancing Student Loans, Student Loan Consolidation, Mortgages, Mortgage Refinancing, Personal Loans, MBA Loans, Wealth Management, Life Insurance, Career Strategy, Personal finance

Location: San Francisco, California, United States

Employees: 1000-5000

Description: SoFi is a finance company that offers a range of lending and wealth management services. The company primarily caters to early-stage professionals and offers variable and fixed rat...

Frequently Asked Questions

What is Carlos's minimum period of employment in the companies?

Carlos's minimum period of employment in various companies is 6 months.

What is Carlos's average duration of employment for different companies?

On average, Carlos works for one company for 1 year 7 months

What industries has Carlos worked in?

Carlos works in the Financial Services.

What positions has Carlos held before?

Previously, Carlos worked as a Product Management Specialist - Alternative Investments, and Sr. Registered Client Associate, and Associate Client Relationship Manager, and PWM Wealth Management Associate, and AVP, Complex Risk Officer.

How do I contact Carlos?

Carlos's email address is **@sofi.com, phone number is +1-***-***-8001. Sign up to get contact details.

Who is the CEO of the SoFi?

The CEO of the SoFi is Anthony Noto

Who are Carlos's peers at other companies?

Carlos's peers at other companies are Viki Hronis

Carlos Namesakes

Name
Company
Position
C
Warehouse Specialist
C
Transatlantic spares & services
Aviation Sales
C
M-Theory Audio
Digital Marketing

Similar profiles

Name
Company
Position
V
Investment Specialist II

Other employees at SoFi

Name
Company
Position
L
People Operations Associate
B
Mortgage Underwriter
J
Fraud Investigator (Special Operations)

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