Carlos Ruiz
Lead Planner @Facet
Raleigh-Durham-Chapel Hill, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2023 — Present
Lead Planner @Facet
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SKILLS
FinanceLeadershipMicrosoft ExcelFinancial PlanningFinancial ServicesPublic SpeakingMutual FundsInvestmentsBankingLoansCreditRetirementMicrosoft WordPersonal FinanceInvestment ValuationBudget PreparationPraise & WorshipMusic EducationComputer RepairInterpretingEconomicsFinancial MarketsStrategic PlanningPortfolio Management401(K) Retirement Savings PlansRetirement PlanningTax PreparationResearchNonprofit OrganizationsTeamworkCustomer ServiceBible TeachingYouth LeadershipConference SpeakingPresentation DevelopmentGroup PresentationsCoaching & MentoringMoney Guide ProMorningstarIrebal
ABOUT CARLOS RUIZ
Building wealth is one thing. Knowing what to do with it is another. For…
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