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Nic Carroll Email & Phone Number
Personal Finance Advisor
at
Money Playbook
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Personal Finance Advisor
Location
Raleigh, North Carolina, United States
Who is Nic Carroll? Overview
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Quick answer
Nic Carroll is listed as Personal Finance Advisor at Money Playbook, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Nic Carroll.
Nic Carroll previously worked as Account Executive (MM) at Vena Solutions and Personal Finance Playbook at Money Playbook. Nic Carroll holds B.S., Finance, General from University Of North Carolina Wilmington.
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Email format at Money Playbook
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Money Playbook
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Profile bio
About Nic Carroll
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.
Listed skills include Leadership, Customer Experience, Solution Selling, Personal Finance, and 11 others.
Current workplace
Nic Carroll's current company
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10 roles
Nic Carroll work experience
A career timeline built from the work history available for this profile.
Account Executive (Mm)
Current8/10 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.
Sep 2022 - Present
Personal Finance Playbook
CurrentCurated 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.
Jul 2022 - Present
Superhost
Managing 2 mid-term rentals catering to slow travelers or those relocating to Raleigh.
Aug 2021 - Feb 2024
Senior Account Executive
Served 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.
Feb 2022 - Sep 2022
Account Executive
Advising Controllers, CFOs, and Finance teams to automate financial statements and project reporting in Excel.
Jan 2020 - Feb 2022
Business Development
"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.
Jan 2019 - Dec 2019
Campus Ambassador
62% 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.
Oct 2020 - Apr 2021
Portfolio Analyst
Seahawk Investment Management
- 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.
Aug 2018 - Dec 2018
Sep 2015 - Dec 2018
2 education records
Nic Carroll education
B.S., Finance, General
University Of North Carolina Wilmington
Valedictorian
Wilmington Christian Academy
FAQ
Frequently asked questions about Nic Carroll
Quick answers generated from the profile data available on this page.
What company does Nic Carroll work for?
Nic Carroll works for Money Playbook.
What is Nic Carroll's role at Money Playbook?
Nic Carroll is listed as Personal Finance Advisor at Money Playbook.
Where is Nic Carroll based?
Nic Carroll is based in Raleigh, North Carolina, United States while working with Money Playbook.
What companies has Nic Carroll worked for?
Nic Carroll has worked for Money Playbook, Vena Solutions, Airbnb, Insightsoftware, and Public.Com.
How can I contact Nic Carroll?
You can use AeroLeads to view verified contact signals for Nic Carroll at Money Playbook, including work email, phone, and LinkedIn data when available.
What schools did Nic Carroll attend?
Nic Carroll holds B.S., Finance, General from University Of North Carolina Wilmington.
What skills is Nic Carroll known for?
Nic Carroll is listed with skills including Leadership, Customer Experience, Solution Selling, Personal Finance, Financial Reporting, Project Management, Salesforce Lightning, and Creative Design.
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