Ruben Banerjee

Client Services Associate
Client Liason - F360

Ruben joined Financial 360, LLC after graduating from Purdue University in May 2020 with a Bachelor of Science in Financial Counseling, and a minor in Management. He was a summer intern for our firm in 2019. Ruben has completed all of the necessary academic coursework to become a CERTIFIED FINANCIAL PLANNER™ professional and is working towards the certification exam.

Ruben prepares and documents client details, attends client meetings, and handles operational responsibilities. As part of both the Operations and Financial Planning teams, Ruben works to enhance the client experience and efficiency in the office.

When he's not working, he enjoys playing tennis, going on hikes, and spending time with family and friends. Born and raised in Los Angeles, California, he continues to support his home team of the Los Angeles Lakers while living in Wizards territory.

Contact Ruben at (301) 476-6900, or Ruben@Financial-360.com