Joan Ruiz is a distinguished Partner at Thrivent Financial, where she leverages her extensive expertise in financial services to drive impactful strategies and foster meaningful relationships. With a robust background spanning banking, investments, life and health insurance, and business outsourcing, Joan has cultivated a diverse...
Joan Ruiz is a distinguished Partner at Thrivent Financial, where she leverages her extensive expertise in financial services to drive impactful strategies and foster meaningful relationships. With a robust background spanning banking, investments, life and health insurance, and business outsourcing, Joan has cultivated a diverse skill set that enables her to navigate complex financial landscapes effectively. At Thrivent, she is instrumental in developing and implementing innovative solutions that not only meet client needs but also enhance overall business performance.
Currently, Joan is leading key projects focused on optimizing business processes and enhancing customer engagement through needs-based sales strategies. Her commitment to relationship management ensures that clients receive personalized service, fostering trust and loyalty in a competitive market. Joan's proficiency in cross-functional team leadership allows her to collaborate seamlessly with various departments, driving initiatives that align with Thrivent’s mission of helping individuals achieve financial clarity and security.
In her role, Joan is passionate about empowering entrepreneurial professionals to transform their financial futures. She actively shares insights and strategies that can lead to significant life changes, emphasizing the importance of a faith-based approach to financial planning. With a focus on continuous improvement and results maximization, Joan Ruiz exemplifies the values of Thrivent Financial, making her a vital asset to both the organization and the clients she serves. Her dedication to excellence in strategy development and sales leadership training positions her as a thought leader in the financial services industry, inspiring others to pursue their goals with confidence and purpose.
