Derek Angulo

Managing Partner at Advisory Marketing
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US

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Experience

    • Advertising Services
    • 1 - 100 Employee
    • Managing Partner
      • Jan 2020 - Present

  • eobm, Inc
    • Newport Beach, CA
    • Account Executive
      • 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

    • United States
    • Media Production
    • 1 - 100 Employee
    • CFO I Strategist
      • Jan 2018 - Mar 2020

    • Owner
      • Jan 2015 - Dec 2019

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