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Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®

Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®

Teller Operations Specialist

Followers of Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®1000 followers
location of Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®El Paso, Texas, United States

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  • Timeline

  • About me

    President of Operations & Client Experience

  • Education

    • The University of Texas at El Paso

      2007 - 2010
      Business Operations & Supply Chain Management

      Activities and Societies: ASQ, APICS, ISM, AME, Alpha Xi

  • Experience

    • Bank of America

      Feb 2006 - Aug 2008
      Teller Operations Specialist

    • New York Life Insurance Company

      Aug 2014 - Aug 2024

      As the Director of Development for the El Paso General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives. My core functions include: 1. Oversee Company specific training and development for all Agents. 2. Conduct sales training and licensing classes to develop new and experienced Agents. 3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training.4. Implement and teach the New York Life Curriculum. 5. Advise and consult with the management team and the Managing Partner on recruiting and retention efforts. Show less

      • Director of Development

        Jan 2017 - Aug 2024

      • Agent

        Aug 2014 - Jan 2017

    • NYLIFE Securities LLC

      Oct 2016 - Jan 2017
      Financial Services Professional

      Offered securities products and services as a Financial Services Professional through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

    • Eagle Strategies

      Aug 2024 - now
      Associate Financial Advisor

      Associate Financial Advisor with Eagle Strategies, LLC providing support with insurance, registered products and advisory products and services.

    • Crown Wealth Strategies

      Aug 2024 - now
      President of Operations & Client Experience

  • Licenses & Certifications

    • Chartered Life Underwriter

      The American College of Financial Services
      Oct 2021

    • Financial Services Certified Professional

      The American College of Financial Services
      Sept 2024

    • Chartered Financial Consultant (ChFC)

      The American College of Financial Services
      May 2023

  • Volunteer Experience

    • President Emeritus

      Issued by Children's Grief Center of El Paso on Jan 2015
      Children's Grief Center of El PasoAssociated with Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®

    • Chairman of the Board

      Issued by EL PASO CHILDRENS HOSPITAL FOUNDATION on Mar 2018
      EL PASO CHILDRENS HOSPITAL FOUNDATIONAssociated with Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®

    • Chairman of the Board

      Issued by UNIVERSITY MEDICAL CENTER FOUNDATION OF EL PASO on Mar 2018
      UNIVERSITY MEDICAL CENTER FOUNDATION OF EL PASOAssociated with Pablo A Magdaleno Carlos, FSCP® CLU® ChFC®