David Guzzo, Mba, Cfp Email and Phone Number
David Guzzo, Mba, Cfp work email
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David Guzzo, Mba, Cfp personal email
David Guzzo, Mba, Cfp phone numbers
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.
Cu Financial Management
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Chief Executive OfficerCu Financial Management 2024 - PresentBedford, Nova Scotia, CaCU 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.
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Avp, Wealth DistributionMeridian Credit Union 2020 - 2023Toronto, Ontario, CaResponsible 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 achieving growth and revenue targets through solving problems and developing actionable initiatives to capitalize on opportunities. -
Vice President - Financial PlanningBmo Financial Group Nov 2015 - May 2020Toronto, On, CaResponsible 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. -
District Vice President, Retail BankingTd Jun 2012 - Nov 2015Toronto, Ontario, CaResponsible 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 within the community by demonstrating a positive profile through participating in community events and fundraisers. -
Associate Vice President, Sales Strategy And Solutions, Contact CentreTd Jun 2010 - Jun 2012Toronto, Ontario, CaLed 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
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Dvp, Pacific RegionTd Jan 2009 - Jun 2010Toronto, Ontario, CaLead 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.
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Senior Manager Finance/Operations, Pacific RegionTd Jun 2007 - Jan 2008Toronto, Ontario, CaCreated 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.
David Guzzo, Mba, Cfp Skills
David Guzzo, Mba, Cfp Education Details
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CfpFinancial Planning And Services -
CsiPfp Designation
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Queen'S UniversityStrategic Leadership
Frequently Asked Questions about David Guzzo, Mba, Cfp
What company does David Guzzo, Mba, Cfp work for?
David Guzzo, Mba, Cfp works for Cu Financial Management
What is David Guzzo, Mba, Cfp's role at the current company?
David Guzzo, Mba, Cfp's current role is Financial Service Executive | Strategic leader | Collaborative | Results Oriented | Purpose Driven.
What is David Guzzo, Mba, Cfp's email address?
David Guzzo, Mba, Cfp's email address is da****@****bmo.com
What is David Guzzo, Mba, Cfp's direct phone number?
David Guzzo, Mba, Cfp's direct phone number is +151964*****
What schools did David Guzzo, Mba, Cfp attend?
David Guzzo, Mba, Cfp attended Cfp, Csi, Queen's University.
What are some of David Guzzo, Mba, Cfp's interests?
David Guzzo, Mba, Cfp has interest in Children.
What skills is David Guzzo, Mba, Cfp known for?
David Guzzo, Mba, Cfp has skills like Strategic Planning, Team Leadership, Relationship Management, Retail Banking, Strategy, Business Planning, Leadership, Coaching, Credit, Management, Leadership Development, Financial Services.
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