Victor Angulo

As Associate Director of Portfolio Analytics and Reporting at CoastEdge Partners, Victor focuses on ensuring that clients and their advisory teams can rely on accurate, timely portfolio data. His work helps provide clients with a dependable view of their investments through their portal and reporting, while also ensuring that CoastEdge teams have reliable information to support analysis and decision-making.

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In his day-to-day role, Victor oversees portfolio reporting and data operations, with a focus on maintaining data quality and improving the processes that support it. He works across teams to address reporting and data needs, maintain the accuracy of client portfolio information, and identify opportunities to make workflows more efficient and reliable.

Victor's career has consistently centered on data, operations, and analytical problem-solving. He began his career at Axos Bank in Consumer Operations, where his work included general ledger reconciliations and supporting cross-functional SOX audits. He later joined Calpine Energy Solutions as a Risk Analyst, analyzing daily position and profit-and-loss reporting for his region.

Victor brings eight years of professional experience and earned his Bachelor of Science in Probability and Statistics from the University of California, San Diego.

Outside of work, Victor enjoys challenging himself with strategy-based video games, exploring new coffee shops in search of the perfect cup, and spending time with his Goldendoodle.