Carlos S. Email
CFO and Investment Advisor @ Sunrise PACE
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Carlos S. Location
- California, United States
Carlos S. Work
- CFO and Investment Advisor @ (September 2025 - Present)
- Co-Founder @ (July 2022 - September 2025)
- Venture Capital Summer Associate @ (June 2021 - September 2021)
- Real Estate Associate @ (August 2017 - June 2021)
- Portfolio Management Analyst @ RREEF (February 2016 - July 2017)
Carlos S. Education
- London Business School
Masters in Finance
2021-2022 - California Polytechnic State University-San Luis Obispo
Bachelor of Science (Economics)
2009-2014
Carlos S. Skills
- Argus Modeling
- Asset Management
- Blockchain
- Business Development
- Business Modeling
- CFOs
- Capital Markets
- Commercial Mortgages
- Commercial Real Estate
- Cryptocurrency
- Decentralized Applications (DApps)
- Due Diligence
- Early Stage Ventures
- FinTech
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Structuring
- Fundraising
- Investment Properties
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- PowerPoint
- R
- Real Estate
- Real Estate Development
- Real Estate Economics
- Real Estate Investment
- Real Estate Investment Trust (REIT)
- Real Estate Transactions
- SAS
- Salesforce.com
- Start-ups
- Statistical Modeling
- Valuation
- Venture Capital
Carlos S. Summary
- Carlos S., based in California, United States, is currently a CFO and Investment Advisor at Independent. Carlos S. brings experience from previous roles at Fyde Treasury, Rising Tide Venture Partners, DWS Group and RREEF. Carlos S. holds a 2021 - 2022 Masters in Finance @ London Business School. With a robust skill set that includes Argus Modeling, Asset Management, Blockchain, Business Development, Business Modeling and more.
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