Joshua Munoz
About Joshua Munoz
Joshua Munoz is a Financial Analyst at Trust & Will and the Founder and CEO of Truely, both roles he has held since 2019 in the Greater San Diego Area. He has a background in accounting and entrepreneurship from San Diego State University and previous experience in the restaurant and field resource management sectors.
Work at Trust & Will
Joshua Munoz has been employed at Trust & Will as a Financial Analyst since 2019. In this role, he manages and analyzes core financial data to support the company's strategic goals. His work focuses on enhancing profitability at scale, contributing to Trust & Will's position in the $190 billion estate planning industry. Munoz empowers company leadership and internal teams by providing metrics-based data that aids in strategy iteration and benchmark execution.
Role as Founder and CEO at Truely
In addition to his role at Trust & Will, Joshua Munoz is the Founder and CEO of Truely, a position he has held since 2019. His leadership at Truely reflects his entrepreneurial spirit and commitment to driving business success. The company operates within the Greater San Diego Area, where Munoz applies his financial expertise and strategic insight to guide its operations.
Previous Experience in Financial Management
Before joining Trust & Will, Joshua Munoz worked as an Accounting Operations Manager at FieldLogix from 2016 to 2018. In this role, he was responsible for overseeing financial operations and ensuring accurate financial reporting. His earlier experience also includes a position at Cohn Restaurant Group, where he served as Lead Host and Busser from 2013 to 2016, providing him with a diverse background in customer service and operations.
Education and Expertise
Joshua Munoz studied at San Diego State University, where he earned a Bachelor of Science in Business Administration with a focus on Accounting and a minor in Entrepreneurship. His education spanned from 2013 to 2018, equipping him with the foundational knowledge and skills necessary for his roles in financial analysis and business management.