Alberto Quiroz

I’m a financial services professional with nearly 20 years of experience in banking, sales, leadership, insurance, and financial advising. Throughout my career, I’ve progressed from Personal Banker to Sales Manager, Financial Advisor, Partner and Senior Partner at New York Life, where a major part of my role involved recruiting, training, coaching, and developing financial professionals. As a Senior Partner, I regularly led training classes and helped professionals prepare for FINRA licensing exams while also developing their sales, communication, and business-building skills. I’ve coached hundreds of professionals throughout my career and understand that success requires more than memorizing information—it requires understanding the material, developing confidence, and knowing how to apply what you learn. Today, I coach individuals preparing for the SIE and Series 7, as well as financial professionals and sales leaders looking to improve their sales, management, and leadership skills. My coaching style is practical, straightforward, and personalized to where you are and what you want to accomplish.