Daisy Cruz, MBA
About Daisy Cruz, MBA
Daisy Cruz, MBA, serves as a Financial Strategist and Director of Expansion at Transamerica, where she educates clients on financial concepts. With a Master's degree in Business Administration and Management, she has over eight years of experience in the Greater Los Angeles Area.
Work at Transamerica
Daisy Cruz serves as a Financial Strategist and Director of Expansion at Transamerica, a position she has held since 2016. In this role, she focuses on educating individuals, families, and business owners about financial concepts. Her approach emphasizes simplicity and education, making complex financial topics accessible. Cruz operates within a full-service financial firm that provides a range of services, including investments, tax-free retirement options, college planning, and business funding. Her work contributes to the firm's mission of empowering clients with financial knowledge.
Education and Expertise
Daisy Cruz holds a Master of Science degree in Business Administration and Management from the Keller Graduate School of Management of DeVry University. Her educational background equips her with the knowledge and skills necessary to navigate the complexities of financial strategies. Cruz specializes in educating clients on various financial concepts, which reflects her commitment to fostering financial literacy among individuals and business owners.
Background
Daisy Cruz has over eight years of experience in the financial sector, specifically in the Greater Los Angeles Area. Her career at Transamerica has allowed her to develop a deep understanding of financial strategies and client education. Cruz focuses on nurturing entrepreneurial associates, preparing them to become future leaders in the financial industry. Her background in business administration supports her role in guiding clients and associates alike.
Achievements
Throughout her career, Daisy Cruz has made significant contributions to the financial education of her clients. As a Financial Strategist, she has played a key role in helping individuals and families understand financial concepts and make informed decisions. Her leadership in developing associates into future leaders highlights her commitment to the growth of both her team and her clients.