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Turn Conversations Into Clients
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Prospecting & Pipeline Accelerator
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Complete Sales Performance Accelerator
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About
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.
Alberto also coaches for FINRA Exams (Series 7 & SIE) and Leadership Coaching. View all.
Alberto’s Sales Qualifications
Coaches professionally
Experience level: Executive
Alberto has helped clients get into these companies:
I bring more than 20 years of experience in sales, financial services, banking, and leadership. I’ve worked as a Personal Banker, Sales Manager, Financial Advisor, insurance professional, Partner, and Senior Partner at New York Life. Throughout my career, I’ve been responsible for generating business, building client relationships, developing sales strategies, and leading and coaching sales professionals. As a Senior Partner, a major part of my role was recruiting, training, and developing financial professionals. I’ve led training sessions for hundreds of professionals and coached individuals on prospecting, discovery, relationship building, overcoming objections, referrals, closing, accountability, and building a sustainable sales process. My coaching is practical and based on real-world experience not just sales theory. I help clients identify what’s holding them back and build a repeatable process they can confidently execute.
Alberto can help with:
Closing Techniques
Negotiation Skills
Networking Strategy
Presentation Skills
Sales Strategy
Skill Building
Why do I coach?
I coach because helping people develop has been one of the most rewarding parts of my career. As a sales manager and Senior Partner, I saw firsthand how the right coaching could change someone’s confidence, performance, and career trajectory. I especially enjoy taking something that feels complicated or overwhelming—whether it’s preparing for a FINRA exam, improving sales performance, or learning how to lead a team—and breaking it down into a clear, practical plan. My goal isn’t simply to give someone the answer. I want my clients to understand the “why,” build confidence in their abilities, and leave each session better equipped to succeed on their own.
Work Experience
Financial Advisor
Eagle Strategies
October 2025 - Present
As a Financial Advisor, I help individuals, families, and business owners understand their financial position and develop strategies around investments, retirement, risk management, and long-term financial goals. The role combines financial analysis, consultative sales, relationship management, problem-solving, and business development. I am also responsible for building my own client base through prospecting, networking, referrals, and long-term client retention. In many ways, I operate like a business owner within a larger organization—responsible for generating revenue, managing client relationships, and growing my practice.
Senior Partner
New York Life
October 2018 - October 2025
I trained, coached, mentor, and developed new advisors as well as managed a team to help generate revenue for the general office. I tutored advisors in FINRA exams, and taught classes on Registered product, I was tasked to recruit new advisors and manage the onboarding process. I coached new advisors on prospecting, fact finding and recommending the most suitable strategies for their clients.
Financial Advisor
New York Life
April 2015 - October 2018
I worked as an Independent Advisor managing my Insurance and Advisory clientele.
Financial Advisor
JPMorgan Chase & Co.
October 2012 - April 2015
I worked as a Financial Advisor and covered 6 retail locations, I managed a client book of over 35 Million in customer investment accounts.
Sales Manager
JPMorgan Chase & Co.
June 2011 - October 2012
I worked as a Sales Manager in coaching, training, and developing Tellers and Personal Bankers. I was charged with opening and closing bank procedures and balancing the vault deposits
Personal Banker
JPMorgan Chase & Co.
November 2009 - June 2011
I worked as a Licensed Banker in working with clients on opening personal, business and investment accounts
Education
CUNY Bronx Community College
Associates, Business
2008 - 2010
I worked in banking, as I acquired my Associates degree, I started my career early and gained experience and knowledge working in the field
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Alberto has helped clients get into these companies:
Alberto also coaches for FINRA Exams (Series 7 & SIE) and Leadership Coaching. View all.