RI

Rubén Z. Díaz III

Investment Operations Specialist at GFG Solutions

Ru B. has extensive experience in business analysis and project management, currently serving as a CRM Business Analyst at Otis Elevator Co. since November 2019. Responsibilities include managing the communication between stakeholders and teams during the entire project lifecycle while implementing complex CRM Dynamics solutions. Previous roles include an internship at Valyant AI, where Ru tested systems and created data visualizations, and a position as an eCommerce Business Analyst at an academic project, PetsGlory, focusing on data analysis and marketing strategies. Ru also volunteered as an External Communications Manager for Project Management Without Borders, overseeing marketing strategies, and worked as a Business Analyst at Pactic Media Concepts Pvt Ltd, where Ru facilitated data analysis and ad campaigns that significantly increased leads and profits. Ru holds a Master's degree in Management Information Systems from the University of Colorado Denver.

Location

West Palm Beach, United States

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GFG Solutions

We are a boutique financial planning firm specializing in working with business owners and other niche clientele on their journey to gain financial certainty. We focus on 4 key areas: risk management, tax planning, key objective planning, and legacy/exit planning. Our mission is to reimagine the financial planning experience and deliver every client a uniquely tailored path toward financial certainty. We are driven to quiet the noise for our clients and simplify the financial planning experience. Even for our most complex planning situations, we strive to bring clarity and peace of mind.


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11-50

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