Rubén G. Angulo Email & Phone Number

Trajan Wealth is an independent financial services company dedicated to helping affluent investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge and dedication to help navigate the ever-changing economic landscape. Trajan Wealth is devoted to providing individuals in or approaching retirement with targeted asset management to help protect, maintain, and grow their financial portfolios. We have offices in Arizona, Utah, Colorado, and Texas.

Tucson, Az

- Manage a team of 60 Financial Advisors in the Southwest Region of the U.S.- Provide support with coaching, portfolio analysis, financial planning, and effective solution design- Service, retain, and grow a $50 million AUM book of business, which grew from $0 in 3.5 years- Other activities include: Portfolio Setup, Case Design, Customer Service, New Business Processing

Tucson, Az

J.D. Mellberg Financial is the largest, independent, retirement income planning agency in the U.S. J.D. Mellberg Financial specializes in financial planning and wealth preservation. The goal is to help retirees and pre-retirees transition their portfolios into more secure investment vehicles while providing the latest in tax-advantaged strategies.- Specialize in financial planning and wealth preservation.- Aid Senior Financial Advisors throughout the sales process.- Other activities include: Case Design, Customer Service, and New Business Processing- Other positions held include: Account Executive and Pod Leader (Supervisor)

Greater San Diego Area And San Jose, Ca

- Specialized in sales of residential PPAs (Power Purchase Agreements)- Helped start and develop the San Diego, CA division.

Tucson, Arizona Area

- Subject Matter Expert: Helped Sales Customer Service Representatives provide perfect service- Supervisory Role - Analyzed team Key Performance Indicators, and provided more dedicated, individualized counseling and help to develop Sales Agents- Cold Calling Statistics: Able to maintain 98% productivity, 61% Conversion rate - Above average quality scores (>95%).

Tucson, Arizona Area

Led, Managed and Supervised the creation of the Sales and Marketing division for Sonora Solar. - Developed, Executed and Supervised plans and goals for short and long term business growth. - Developed sales and marketing strategies to maximize Product Positioning. - Developed MS Excel sheets to increased estimate creation efficiency. - Created marketing and sales scripts to standardize customer contacting procedures. - Established lead tracking and lead contacting procedures

Tucson, Arizona Area

Built and Managed a $40,000 residential painting business from the ground up in 2 months.- Supervised and Managed marketing teams (1-3 people) to obtain leads.- Trained and performed as a salesman, setting up estimates with clients and selling paint jobs.- Ran one of the most profitable painting crews in the nation (32% Profitability vs. 22% Average). - Supervised, Managed and controlled materials and labor costs, efficiency rates, and payroll.- Learned most of the aspects of running a business in the construction and related industries.

Arizona And Sonora, Mexico

(7engine.com) Sales and Marketing of after-market vehicle customization parts and accessories via Internet. - Sales, Customer Service, E-Commerce, Customer Retention - Managed Finances and researched suppliers. .

Tucson, Arizona Area

.O.T.C (Cadet) Trained and performed in Leadership, Management, Communication, Professionalism and Service. - Led and Supervised 398 cadets as Group Commander at Field Training 2008. - Developed quality Oral and Written Communication Skills. - Performed the duties of Candidate Training Officer for 20 cadets in the Arnold Air Society.

Bachelor Of Science, Business, Concentration: Green And Sustainable Enterprise Management

Life, Accident And Health Producer, First Issued: September 18, 2013

Currently being used at J.D. Mellberg Financial for purposes of Financial Advising with a specialty in Retirement Income Planning.

Series 65 - Securities License, First Issued: May 12, 2014

Currently being used at Secure Investment Management for purposes of Financial Advising helping individuals invest in accordance.