Doris Guzman
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Doris Guzman Email & Phone Number

Vice President, Relationship Manager
Location: Greater Houston, United States, United States 6 work roles 5 schools
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Role
Vice President, Relationship Manager
Location
Greater Houston, United States, United States

Who is Doris Guzman? Overview

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Doris Guzman is listed as Vice President, Relationship Manager based in Greater Houston, United States, United States. AeroLeads shows a matched LinkedIn profile for Doris Guzman.

Doris Guzman previously worked as Vice President Business Banking, Relationship Manager at Pnc and Assistant Vice President, Relationship Manager - Financial Wellness Consultant at Pnc. Doris Guzman holds Master'S Degree, Educational Leadership And Administration, General from University Of St. Thomas (Tx).

Profile bio

About Doris Guzman

I am an Entrepreneur based in the Houston, Texas area. I have earned a Masters in Educational Leadership from the University of St. Thomas in Houston where I had the honor to be featured in the University’s website cover page and School of Education graduate program as a “UST 100 Success Stories;” showcasing the success after opening two early childhood centers, one in 2008 and then a second one in 2013 where I worked as a Director until 2015. I am also an alumnus of the C.T. Bauer School of Business at the University of Houston, where I received a Bachelor’s in Business Administration with a major in Management. I have a true passion for education and business. I have also served as a Business Coach for other school administrators, directors, and entrepreneurs at the Small Business Development Center in Houston during the summer of 2017, where I enjoyed sharing the business experiences I have learned. Besides business and academics, golf is also a very important part of my life, I have been involved in junior golf for about 12 years now. I very much enjoy the heavenly view of the golf courses, but most importantly walking by the sidelines watching my daughters play the game we all love. I also have a dog, who brings us lots of joy and teaches us every day the true meaning of unconditional love.I love traveling and the thought of changing the world into a better place. I also enjoy engaging with people and transforming ideas into reality by building businesses from the ground up. For that reason, I look forward to connecting with you!Kindest Regards,Doris Vela

6 roles

Doris Guzman work experience

A career timeline built from the work history available for this profile.

Vice President Business Banking, Relationship Manager

Pnc

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.

Sep 2023 - Nov 2024

Assistant Vice President, Relationship Manager - Financial Wellness Consultant

Pnc

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.

Jun 2022 - Aug 2023

Tax Accountant

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.

Sep 2021 - Jun 2022

University Of Houston, C.T. Bauer College Of Business | Sbdc

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.

May 2017 - Aug 2017

President & Ceo | Director

Private School

* 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.

Dec 2007 - Oct 2015

J.P. Morgan Chase & Co. National Staffing Network | Human Resources Coordinator

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.

Jul 2000 - Jul 2004
5 education records

Doris Guzman education

Master'S Degree, Educational Leadership And Administration, General

University Of St. Thomas (Tx)

Graduate Certificate, Corporate Finance

Colorado State University

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

University Of Houston

Pre-Business, Business/Commerce, General

University Of Texas At Brownsville

Associate Of Arts And Sciences - Aas, Accounting

San Jacinto College
FAQ

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What is Doris Guzman's role at their current company?

Doris Guzman is listed as Vice President, Relationship Manager.

Where is Doris Guzman based?

Doris Guzman is based in Greater Houston, United States, United States.

What companies has Doris Guzman worked for?

Doris Guzman has worked for Pnc, Self Employed, America'S Sbdc, Private School, and Jpmorgan Chase & Co..

How can I contact Doris Guzman?

You can use AeroLeads to view verified contact signals for Doris Guzman, including work email, phone, and LinkedIn data when available.

What schools did Doris Guzman attend?

Doris Guzman holds Master'S Degree, Educational Leadership And Administration, General from University Of St. Thomas (Tx).

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