I like talking about managing money because college didn't.And employers don't offer much help navigating all the jargon of setting up the right investment accounts and making sure you aren't leaving money on the table.Two things you can do today: 1) Make sure you're at least getting your company's full 401k match. This is free money.2) Research opening a Roth IRA. One of the only places you get tax-free growth.The single biggest factor to investing is how early you can get started. Investing sooner > investing perfectly.
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Personal Finance AdvisorMoney PlaybookRaleigh, Nc, Us -
Account Executive (Mm)Vena Solutions Sep 2022 - PresentToronto, Ontario, Ca8/10 Finance teams who implement a new planning tool end up reverting back to Excel...Rather than trying to replace Excel, Vena layers on all the advantages of an enterprise planning software. And now Vena Copilot will help you intelligently link your existing Excel models directly to PowerPoint and Power BI for consistent reporting, planning, and analytics. -
Personal Finance PlaybookMoney Playbook Jul 2022 - PresentCurated list of my favorite personal finance guides and templates. Nothing original here, just an attempt at organizing a super short, actionable checklist. I hope this is helpful. -
SuperhostAirbnb Aug 2021 - Feb 2024San Francisco, Ca, UsManaging 2 mid-term rentals catering to slow travelers or those relocating to Raleigh. -
Senior Account ExecutiveInsightsoftware Feb 2022 - Sep 2022Raleigh, North Carolina, UsServed over 100 Finance teams in the Construction industry over 2.5 years, through evaluation and onboarding, resulting in over $1.4M in revenue and 98% retention. -
Account ExecutiveInsightsoftware Jan 2020 - Feb 2022Raleigh, North Carolina, UsAdvising Controllers, CFOs, and Finance teams to automate financial statements and project reporting in Excel.
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Business DevelopmentInsightsoftware Jan 2019 - Dec 2019Raleigh, North Carolina, Us"Tip of the spear" driving pipeline-gen for the 4 core companies acquired under the insightsoftware umbrella. Exceeded annual quota and contributed over $3M in pipeline. Built out the inbound motion in August as first inbound BDR for insightsoftware. Owned cadence design and inbound playbook, and assisted with lead routing and testing Chilipiper before successful rollout.
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Campus AmbassadorPublic.Com Oct 2020 - Apr 2021New York, New York, Us62% of people don’t learn the basics of investing until after college. I joined Public’s first cohort of campus ambassadors to help educate college students about financial literacy. Attended workshops, brainstorming sessions, and helped promote “Public Talks” series. -
Portfolio AnalystSeahawk Investment Management Aug 2018 - Dec 2018- Student managed Equity Investment Fund of $1.8 million for the Cameron School of Business- Responsible for Financials sector: price reports, portfolio recommendations, macroeconomic forecasts, and corporate valuation modeling.
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Campus DiningAramark Sep 2015 - Dec 2018Philadelphia, Pennsylvania, UsThree years of a free meal plan... no complaints here
Nic Carroll Skills
Nic Carroll Education Details
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University Of North Carolina WilmingtonGeneral -
Wilmington Christian AcademyValedictorian
Frequently Asked Questions about Nic Carroll
What company does Nic Carroll work for?
Nic Carroll works for Money Playbook
What is Nic Carroll's role at the current company?
Nic Carroll's current role is Personal Finance Advisor.
What schools did Nic Carroll attend?
Nic Carroll attended University Of North Carolina Wilmington, Wilmington Christian Academy.
What skills is Nic Carroll known for?
Nic Carroll has skills like Leadership, Customer Experience, Solution Selling, Personal Finance, Financial Reporting, Project Management, Salesforce Lightning, Creative Design, Social Media, Video Production, Business Development, Microsoft Excel.
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