Alberto Quiroz-Mota
Mamaroneck,NY
Summary
Accomplished Senior Partner at New York Life & NYLIFE Securities, adept in strategic planning and executive coaching. Proven track record in boosting office revenue and agent productivity, with a strong foundation in financial administration from JPMorgan Chase. Expert in team building and business development, ensuring compliance and driving success.
Overview
18
18
years of professional experience
Work History
Senior Partner
New York Life & NYLIFE Securities
04.2015 - Current
- Train and develop agents and advisors on building a financial practice to help grow the general office revenue
- Charged with monitoring sales and retention of over 350 Agents and Advisors
- Assist agents and advisors on client meetings to educate and drive productivity
- Implementing general office protocol, supervising advisors and ensuring office is compliant with FINRA rules and regulations
- Coaching and mentoring agents on marketing, branding, and business prospecting
Financial Advisor
JPMorgan Chase
11.2009 - 04.2015
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Stock Broker
John Thomas Financial
04.2007 - 09.2008
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
Education
Associate of Science - Business Administration
Bronx Community College
Bronx, NY12-2010
Skills
- Strategic Planning
- Strategic leadership
- Business Development
- Industry Expertise
- Financial Administration
- Executive coaching
- Recruitment and hiring
- Team building
Timeline
Senior Partner
New York Life & NYLIFE Securities
04.2015 - Current
Financial Advisor
JPMorgan Chase
11.2009 - 04.2015
Stock Broker
John Thomas Financial
04.2007 - 09.2008
Associate of Science - Business Administration
Bronx Community College
Similar Profiles
WILLIAM RIDINGSWILLIAM RIDINGS
Financial Representative at New York Life & NYLIFE SecuritiesFinancial Representative at New York Life & NYLIFE Securities
Stephen PhillipsStephen Phillips
Registered Representative and Agent at New York Life & NYLIFE SecuritiesRegistered Representative and Agent at New York Life & NYLIFE Securities
Mark IngleMark Ingle
Partner at New York Life & NYLIFE SecuritiesPartner at New York Life & NYLIFE Securities