Doris Guzman Email & Phone Number

Pittsburgh, Pennsylvania, Us

* Build and maintain strong relationships with business clients to understand their financial goals and deliver tailored banking solutions.* Analyze financial statements and assess creditworthiness to structure credit and non-credit products that align with client needs.* Collaborate with internal teams to provide comprehensive banking services, including Treasury Management, Lending/Credit, Investments, among other Financial Solutions.* Perform financial analysis, risk assessments, and credit evaluations to recommend appropriate products such as Secured and Unsecured Lines of Credit, SBA Loans, Business Credit Cards, etc.* Ensure compliance with regulatory standards and risk management policies through thorough due diligence.

Pittsburgh, Pennsylvania, Us

* Successfully achieved sales targets and revenue goals by fostering client relationships and collaborating with cross-functional teams to deliver integrated financial solutions that enhanced the client experience.* Managed a portfolio of business clients, offering financial consulting and strategic guidance on wealth management solutions, including High-Yield Savings, Health Savings Accounts, and other products to optimize financial resources.* Led meetings and presentations with C-suite executives (e.g., CEOs, CFOs, Directors) to provide tailored Financial Wellness Solutions for corporations ranging from $5 million to billion-dollar national and multinational enterprises.

Satellite Beach, Florida, Us

* Prepared, analyzed, and reviewed financial records and tax returns to ensure compliance with tax laws and regulations, advising clients on strategies to minimize liabilities and ensure accurate, timely filings.* Conducted client interviews to assess income, expenses, and audit details, while serving as a liaison between clients and the Internal Revenue Service - IRS.* Stayed current on tax law changes by studying the IRS Tax Code and participating in various tax seminars.* Collaborated with finance and accounting teams to ensure accurate and compliant financial reporting.* Provided clear and concise communication to clients, offering guidance on complex tax matters.

Burke, Va, Us

* Provided leadership and business operations training to program directors, administrators, and business owners, facilitating conferences and workshops.* Collaborated on diverse forms of operations and assisted in making strategic decisions for program/operations.* Created and executed specific networks between directors, administrators, and educational associations.

* Led school administration team in designing and implementing business structure, HR policies, and curriculum development to meet state standards.* Collaborated with various agencies to enhance educational quality for diverse students.* Managed a $720,000 budget and secured a $250,000 grant for teacher and student benefits.

New York, Ny, Us

* Supported C-suite executives in the banking sector, collaborating with headhunters within the JPMC National Staffing Network.* Conducted New Employee Orientations for Treasury & Security Services, Investment, and Private Banking divisions.* Maintained communication with hiring managers and new hires to ensure a smooth onboarding process.

Master'S Degree, Educational Leadership And Administration, General

Graduate Certificate, Corporate Finance

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Pre-Business, Business/Commerce, General

Associate Of Arts And Sciences - Aas, Accounting