Investors

Authorized Business Partner

Business Partner

ARMANDO A. URENA URENA
Financial Advisor
Address: 15615 NW 67 AVENUE, MIAMI LAKES, FL 33014
Phone: 305-364-2418 Fax: 305-789-4725
Email: armando.urena@wellsfargo.com

My Background
With over 16 years of professional experience, I am dedicated to helping families meet their financial goals by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific goals.

My financial services career began in 2000 at Lehman Brothers’ Private Investment Management Division serving international high net worth and institutional clients. In 2006, I moved my practice to Wells Fargo Advisors (formerly Wachovia Securities). Prior to entering the financial services industry, I served as a Foreign Service Officer at the US State Department working in several embassies overseas. I have earned a Masters of Business Administration degree with a specialization in Investment Management from the Thunderbird School of Global Management, and a Bachelor’s degree in International Relations from Florida International University.

Away from the office I am active in the Miramar Optimist Club. I enjoy sailing, coaching and playing baseball. My wife Michelle and I live in Miramar, Florida with our children A.Gabriel, Michael and Elias.

My Associate(s): Ondina Clevenger, Registered Sales Assistant ; Maria Alexandria Felix, Client Service Associate

Sales Data Analysis

It is often said that in life if you don’t know where you’ve been how can you know where you are going? What could be better than to illustrate your need for a sales data analysis?

Businesses Revenues analysis of sales dollars:

  • This year versus previous years 
  • This year forecast elaboration 

Customer analysis of sales dollars:

  • This year versus previous years 
  • This year forecast elaboration 

Inventory analysis of quantities sold:

  • This year versus previous years
  • This year forecast elaboration
  • Current and year-to-date sales including cost of sales and profits
  • Inventory turnover rate and investment
  • Items sold this year versus last year

Customized historical reports:

  • By customer or by item
  • Individual customers or items
  • Ranges of customers or items and sites

Current sales reports:

  • By customer, by item, or brands

These are just a few of the analysis that we prepare and analyze for our clients in order for them to strengthen their results of operations and mission.