Carlos Felipe Vargas Castano
Grand Island
Summary
Customer-focused professional transitioning into financial services, currently pursuing the Securities Industry Essentials (SIE) exam and planning to obtain Series 6 or Series 7 licensing. Seeking a Financial Consultant I role at Principal to leverage strong relationship building, problem solving, and consultative communication skills to educate customers, uncover financial needs, and support retirement and investment decisions aligned with Principal’s mission of making financial security accessible to all.
Overview
3
3
years of professional experience
Work History
Facilitator, Strengthening Families Program (SFP)
Nebraska Central Council on Alcoholism and Addictions
05.2025 - Current
- Family Dynamics: Delivered evidence based curriculum to diverse families, utilizing role playing to improve communication and relationships essential for understanding client family goals.
- Positive Group Support: Mentored and facilitated the development of a positive support group environment, fostering collaboration, trust, and resilience among program participants.
- Conflict Resolution: Trained participants in problem solving and anger management techniques, fostering collaboration and stress reduction in high pressure situations.
- Behavioral Coaching: Coached families on implementing structure, rules, and boundaries, directly applicable to helping clients adhere to financial plans and budgets.
- Mentorship: Provided constructive coaching to parents, helping them build resilience and manage stress.
ESL Pre Algebra & Algebra I Teacher
Grand Island Senior High
08.2022 - Current
- Quantitative Analysis: Analyzed complex student performance data (ELPA21, MAP Math) to drive instructional outcomes, a skill directly transferable to financial portfolio analysis.
- Curriculum Development: Developed and adapted math curriculum materials, demonstrating strong organizational skills and the ability to break down complex numerical concepts for diverse audiences.
- Instructional Coaching: Facilitated professional development sessions, sharing strategies for scaffolding information, key for explaining financial concepts to clients.
- Collaboration: Partnered with general education teachers to modify instruction, ensuring equitable access to content for diverse learners.
- Technology Integration: Leveraged interactive math software and AI tools to enhance engagement and streamline data tracking.
- Advocacy: Actively participated in administrative discussions to advocate for resources, demonstrating strong negotiation and stakeholder management skills.
Education
Master of Arts in Education - ESL Curriculum & Instruction
University of Nebraska At Kearney
Kearney, NE08.2025
Endorsement - Middle Level Math
University of Nebraska At Kearney
Kearney, NE12.2024
Bachelor of Arts in Education -
University of Nebraska At Kearney
Kearney, NE12.2020
Skills
- Strategic decision-making
- Active listening skills
- Facilitation and coaching expertise
- Inclusive communication skills
- Cross-functional team collaboration
- Advanced verbal and written skills in Spanish and English
- Effective decision-making skills
- Effective conflict resolution
- Proficient in complex mathematical concepts
- Quantitative research skills
- Initiative-driven individual
- Committed to ongoing education
Timeline
Facilitator, Strengthening Families Program (SFP)
Nebraska Central Council on Alcoholism and Addictions
05.2025 - Current
ESL Pre Algebra & Algebra I Teacher
Grand Island Senior High
08.2022 - Current
Master of Arts in Education - ESL Curriculum & Instruction
University of Nebraska At Kearney
Endorsement - Middle Level Math
University of Nebraska At Kearney
Bachelor of Arts in Education -
University of Nebraska At Kearney