Pablo Trevino, Cfp® Email and Phone Number
Pablo Trevino, Cfp® work email
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Pablo Trevino, Cfp® personal email
A retirement income product line leader who is responsible for the end to end product development of simple, compliant, and profitable deferred and immediate annuities and the accompanying advisor and client experiences. Results orientated immediate annuity product manager who as a CFP® and former wealth manager understands that providing lifetime income to clients is as important as meeting product and revenue plan. A leader of modernization efforts which reduce expenses and improve payouts and guaranteed interest rates. An innovative thinker who delivers solutions to complex tax and regulatory issues. Accomplishments include:Currently, leading the end to end market launch of Life Company’s newest annuity product which is projected to increase premium and product growth by ~25% and ~35% over the Launched four new annuity products in the direct and third party channels contributing to a 106% increase in premium growth between 2018 and 2022 YTD.Led cross functional teams in the resolution of compliance and tax issues allowing Life Company to avoid expenses in audits, legal fees, and fines in addition to brand damageAlways willing to scale new heights including summiting the world's most remote mountain, Mt Khuitan in Mongolia
Usaa
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Director Of Product Development And ManagementUsaa Mar 2016 - PresentSan Antonio, Texas, UsLead the end-to-end product development life cycle for the direct and third party channels. Responsibilities include soliciting product feedback from members, leading product viability, product design, and contract writing sessions, obtaining approvals from governance committees, filing new products with the COMPACT and Non COMPACT states, responding to any COMPACT and non COMPACT objections, and leading market launch efforts. Additional responsibilities include managing the direct channel’s annual product plan for immediate annuities Currently, assisting with the on boarding of broker dealers and banks for the 3rd party channel.
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Director Of Product Managemt Real Estate LendingUsaa Aug 2013 - Mar 2016San Antonio, Texas, UsLed the end-to-end shopping experience (search to purchase) for home ownership products and services. Between 2013 and 2015 increased YoY dot com and mobile traffic and engagement by 27%, 52%, and 70% respectively. Led the end-to-end development of new experiences (ideation to market launch).
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Director Of Product Manager Financial PlanningUsaa Apr 2011 - Aug 2014San Antonio, Texas, UsLed the end-to-end product development (ideation to market launch) and advisor and member adoption of Advisor Vision financial planning software. Between 2011 and 2013 increased YoY financial planning engagements by 111% and 102% respectively
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Wealth Manager, Certified Financial PlannerUsaa Sep 2005 - Apr 2011San Antonio, Texas, UsDelivered financial planning and financial products to high net worth members. In 2010 brought in $50 million in assets under management. Grew book of business from $100M to $300M AUM from 2007 through 2011. Named Texas Monthly 5 Star Wealth Manager in 2009, 2010, and 2011
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Certified Financial PlannerMetropolitan Life Insurance Company May 2004 - Sep 2005New York, Ny, UsAssisted high net worth clients in the following areas: - Risk Management- Investments- Tax Planning- Retirement Planning- Estate Planning -
Financial AdvisorImg Financial Group Oct 2003 - May 2004Houston, Tx, Us -
Manager, Financial Advisor Support For Western United StatesValic Jun 1997 - Aug 2002Houston, Tx, Us
Pablo Trevino, Cfp® Skills
Pablo Trevino, Cfp® Education Details
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Texas Mccombs School Of BusinessAccounting -
Texas Mccombs School Of BusinessAccounting - Taxation
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University Of HoustonFinance
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St. Mary'S UniversityFinance
Frequently Asked Questions about Pablo Trevino, Cfp®
What company does Pablo Trevino, Cfp® work for?
Pablo Trevino, Cfp® works for Usaa
What is Pablo Trevino, Cfp®'s role at the current company?
Pablo Trevino, Cfp®'s current role is A retirement income product line leader who is responsible for the end to end product development of simple, compliant, and profitable deferred and immediate annuities and the accompanying advisor and client experiences..
What is Pablo Trevino, Cfp®'s email address?
Pablo Trevino, Cfp®'s email address is pa****@****saa.com
What schools did Pablo Trevino, Cfp® attend?
Pablo Trevino, Cfp® attended Texas Mccombs School Of Business, Texas Mccombs School Of Business, University Of Houston, St. Mary's University.
What are some of Pablo Trevino, Cfp®'s interests?
Pablo Trevino, Cfp® has interest in Hiking All Over The World, Running, Hook' Em" Running, Hook' Em, College Football.
What skills is Pablo Trevino, Cfp® known for?
Pablo Trevino, Cfp® has skills like Wealth Management, Estate Planning, Retirement, Life Insurance, Retirement Planning, Securities, Financial Planners, High Net Worth Individuals, Financial Advisory, Strategic Financial Planning, Alternative Investments, Portfolio Management.
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