Angel M.

Founder @Secure Income Management

Fresno, CA, US

Conduct comprehensive market research to identify emerging trends, customer needs, and competitive opportunities, resulting in a 20% increase in client acquisition within the first year.• Designed and implemented financial strategies to optimize cash flow, reduce operational costs by 15%, and improve ROI across all business operations.• Developed and executed data-driven sales strategies, leveraging market insights to target high-potential demographics and achieve a 25% increase in revenue.• Built and led a team of financial advisors, providing mentorship and training to ensure alignment with company goals and client satisfaction.Ensured compliance with financial regulations and prepared detailed financial reports for stakeholders, maintaining accuracy and transparency in all financial operations.• Established an independent financial services firm focused on client-centric financial planning and life insurance solutions.• Educated clients on financial planning strategies, ensuring transparency and trust in all recommendations.• Advocated for clients’ best interests, offering tailored solutions to meet their unique needs.

Coursera

Google Data Analytics

West Wood College

Bachelor's degree, Criminal Justice/Police Science

University of La Verne

Master of Business Administration - MBA, Finance, General