Derek Angulo
Managing Partner at Advisory Marketing- Claim this Profile
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Bio
Experience
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Advisory Marketing
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Advertising Services
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1 - 100 Employee
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Managing Partner
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Jan 2020 - Present
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eobm, Inc
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Newport Beach, CA
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Account Executive
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Apr 2011 - Dec 2020
- At eobm, Inc (efficient online business management), our primary function is to act as an outsourced CFO to over 50 small businesses, non-profit organizations, private equity funds, and high net worth individuals and athletes. My responsibilities include: o Overseeing and managing the accounting for all entities o Preparing and validating internal and external reporting o Conducting various forms of financial analysis for performance reporting and investment opportunities o Individual and corporate tax planning, reporting, and audit representation o Analyzing financing options and preparing loan packages for individuals, corporations, and real estate projects o General business management, which includes business development, contract review, implementing systems to streamline various processes, budget preparation, and general problem solving, etc o Federal, state, and local compliance o Managing client relationships Show less
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We Are Samson
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United States
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Media Production
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1 - 100 Employee
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CFO I Strategist
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Jan 2018 - Mar 2020
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Nutrition Zone Laguna Hills
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Laguna Hills, CA
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Owner
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Jan 2015 - Dec 2019
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