Carlos Fuentes

Carlos Fuentes is a seasoned customer service and operations professional with extensive experience in the financial services industry. Currently serving as a Client Partner at Apex Fintech Solutions since March 2022, Carlos focuses on enhancing client interactions and addressing complex inquiries. Prior roles include Relationship Manager and Client Service Representative II at Avantax Wealth Management℠ and 1st Global, respectively, where Carlos managed relationships with financial advisors. Previous experience at Fidelity Investments encompassed various positions, including Retirement Solutions Representative and Investment Solutions Representative, where Carlos demonstrated expertise in managing client accounts, providing investment consultations, and spearheading internal efficiency improvements. Carlos holds a background in customer support and relationship management, supported by formal education from Dallas College North Lake Campus.