Please complete the CAPTCHA to continue
@meridiancu.ca
✓
3 phones found area 519 and 416
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
David Guzzo, Mba, Cfp is listed as Chief Executive Officer at CU Financial Management, based in London, Ontario, Canada. AeroLeads shows a work email signal at meridiancu.ca, phone signal with area code 519, 416, and a matched LinkedIn profile for David Guzzo, Mba, Cfp.
David Guzzo, Mba, Cfp previously worked as AVP, Wealth Distribution at Meridian Credit Union and Vice President - Financial Planning at Bmo Financial Group. David Guzzo, Mba, Cfp holds Cfp, Financial Planning And Services from Cfp.
This section adds company-level context without repeating David Guzzo, Mba, Cfp's masked contact details.
AeroLeads found 1 current-domain work email signal for David Guzzo, Mba, Cfp. Compare company email patterns before reaching out.
With extensive experience in the financial services industry, I have developed a deep knowledge and skill set in retail, commercial, contact centre, sales strategy, and financial management. I hold the CFP and EMBA credentials, which reflect my dedication and professionalism in my field of expertise.I have a proven track record of building strong business partnerships, implementing innovative solutions, and managing change effectively. I am passionate about fostering a culture of diversity, inclusion, collaboration, and high performance. I have also earned the National Champions Club Award four times, which recognizes the top quartile performers in the country.
Listed skills include Strategic Planning, Team Leadership, Relationship Management, Retail Banking, and 24 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Bedford, Nova Scotia, CA
CU Financial Management provides the Wealth Management for 12 Credit Unions in Atlantic Canada. Reporting to the Board of Directors, responsible to drive strategic direction, oversee financial stability, and lead a team in Atlantic Canada towards achieving growth and profitability.
Toronto, Ontario, CA
Responsible for strategic design and decision-making of our wealth business strategy with a focus on enhancing and maintaining the competitive edge, overseeing potential business opportunities, and providing insights into ongoing projects by leveraging a profound comprehension of competitive trends, KPIs and industry best practices. Accountable for.
Toronto, ON, CA
Responsible for building an inspired, engaged team of Financial Planners within the London and Sarnia markets. The goal is to grow the bank's market share in retail investments and refer as appropriate to PCG partners, while training, coaching, and mentoring a team on how to provide a great financial planning experience for our customers.
Toronto, Ontario, CA
Responsible for defining, structuring and integrating a vision and strategy that maximizes the performance potential of my distribution network while providing legendary customer service. Lead, coach and develop the employees at 19 branches across South Western Ontario who manage a controllable book in excess of $8.5 billion. Actively promote TD's image.
Toronto, Ontario, CA
Led the Sales, Strategy and Solutions team to support the North American Phone Channel business. Designed and implemented sales strategies and enhanced the phone specialists advice capabilities which drove in double figure net revenue growth for two consecutive years. Built mutually beneficial relationships with all of our key product and marketing partners
Toronto, Ontario, CA
Lead a team of 19 branches with over 400 employees to attain business objectives through effectively implementing key tactics and strategies. Support, coach and mentor the leadership team in their personal and professional development plans.
Toronto, Ontario, CA
Created and implemented a regional business plan methodology and performed regular reviews and made appropriate recommendations with respects to staffing, sales strategies and retail operations. Led a team to provide accurate financial oversight to ensure we stayed within our risk appetite.
Quick answers generated from the profile data available on this page.
David Guzzo, Mba, Cfp works for CU Financial Management.
David Guzzo, Mba, Cfp is listed as Chief Executive Officer at CU Financial Management.
AeroLeads has found 1 work email signal at @meridiancu.ca for David Guzzo, Mba, Cfp at CU Financial Management.
AeroLeads has found 3 phone signal(s) with area code 519, 416 for David Guzzo, Mba, Cfp at CU Financial Management.
David Guzzo, Mba, Cfp is based in London, Ontario, Canada while working with CU Financial Management.
David Guzzo, Mba, Cfp has worked for Cu Financial Management, Meridian Credit Union, Bmo Financial Group, and Td.
You can use AeroLeads to view verified contact signals for David Guzzo, Mba, Cfp at CU Financial Management, including work email, phone, and LinkedIn data when available.
David Guzzo, Mba, Cfp holds Cfp, Financial Planning And Services from Cfp.
David Guzzo, Mba, Cfp is listed with skills including Strategic Planning, Team Leadership, Relationship Management, Retail Banking, Strategy, Business Planning, Leadership, and Coaching.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts