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Rubén G. Angulo is listed as VP of Advisor Development & Investment Advisor Representative at Trajan Wealth LLC at Trajan Wealth LLC, a company with 41 employees, based in Tucson, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Rubén G. Angulo.
Rubén G. Angulo previously worked as VP of Advisor Development & Investment Advisor Representative at Trajan Wealth Llc and Investment Advisor Representatve / Sales Manager at Secure Investment Management. Rubén G. Angulo holds Bachelor Of Science, Business, Concentration: Green And Sustainable Enterprise Management from University Of Phoenix.
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Rubén G. Angulo is a VP of Advisor Development & Investment Advisor Representative at Trajan Wealth LLC at Trajan Wealth LLC. They possess expertise in customer service, leadership, financial planning, business development, retirement planning and 32 more skills. They is proficient in Spanish and English.
Listed skills include Customer Service, Leadership, Financial Planning, Business Development, and 33 others.
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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.
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.
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..
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.
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.
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)..
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.
Other employees you can reach at trajanwealth.com. View company contacts for 41 employees →
Sara Burns
Colleague at Trajan Wealth LlcBentonville, Arkansas, United States, United States
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Cody Hall, Cfa
Colleague at Trajan Wealth LlcAddison, Texas, United States, United States
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Matthew Coffina, Cfa
Colleague at Trajan Wealth LlcNew York City Metropolitan Area, United States
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Blake Montoya
Colleague at Trajan Wealth LlcUnited States, United States
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John Demarco, Iaccp®
Colleague at Trajan Wealth LlcUnited States, United States
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Andrew Justice
Colleague at Trajan Wealth LlcDenver Metropolitan Area, United States
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Brianna Junior
Colleague at Trajan Wealth LlcSanta Monica, California, United States, United States
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Ryan Mccloskey
Colleague at Trajan Wealth LlcGreater Phoenix Area, United States
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Susan Niven
Colleague at Trajan Wealth LlcChandler, Arizona, United States, United States
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Cosetto Adria
Colleague at Trajan Wealth LlcTolleson, Arizona, United States, United States
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Currently being used at J.D. Mellberg Financial for purposes of Financial Advising with a specialty in Retirement Income Planning.
Currently being used at Secure Investment Management for purposes of Financial Advising helping individuals invest in accordance with.
Quick answers generated from the profile data available on this page.
Rubén G. Angulo works for Trajan Wealth LLC.
Rubén G. Angulo is listed as VP of Advisor Development & Investment Advisor Representative at Trajan Wealth LLC at Trajan Wealth LLC.
Rubén G. Angulo is based in Tucson, Arizona, United States while working with Trajan Wealth LLC.
Rubén G. Angulo has worked for Trajan Wealth Llc, Secure Investment Management, J.D. Mellberg Financial, Gen110, and C3/Customercontactchannels, Inc..
Rubén G. Angulo's colleagues at Trajan Wealth LLC include Sara Burns, Cody Hall, Cfa, Matthew Coffina, Cfa, Blake Montoya, and John Demarco, Iaccp®.
You can use AeroLeads to view verified contact signals for Rubén G. Angulo at Trajan Wealth LLC, including work email, phone, and LinkedIn data when available.
Rubén G. Angulo holds Bachelor Of Science, Business, Concentration: Green And Sustainable Enterprise Management from University Of Phoenix.
Rubén G. Angulo is listed with skills including Customer Service, Leadership, Financial Planning, Business Development, Retirement Planning, Microsoft Excel, Finance, and Team Building.
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