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
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Vice President Business Banking, Relationship ManagerPnc Sep 2023 - Nov 2024Pittsburgh, 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. -
Assistant Vice President, Relationship Manager - Financial Wellness ConsultantPnc Jun 2022 - Aug 2023Pittsburgh, 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.
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Tax AccountantSelf Employed Sep 2021 - Jun 2022Satellite 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. -
University Of Houston, C.T. Bauer College Of Business | SbdcAmerica'S Sbdc May 2017 - Aug 2017Burke, 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. -
President & Ceo | DirectorPrivate School Dec 2007 - Oct 2015* 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.
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J.P. Morgan Chase & Co. National Staffing Network | Human Resources CoordinatorJpmorgan Chase & Co. Jul 2000 - Jul 2004New 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.
Doris Guzman Education Details
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University Of St. Thomas (Tx)General -
Colorado State UniversityCorporate Finance
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University Of HoustonGeneral
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University Of Texas At BrownsvilleGeneral
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San Jacinto CollegeAccounting
Frequently Asked Questions about Doris Guzman
What is Doris Guzman's role at the current company?
Doris Guzman's current role is Vice President, Relationship Manager.
What schools did Doris Guzman attend?
Doris Guzman attended University Of St. Thomas (Tx), Colorado State University, University Of Houston, University Of Texas At Brownsville, San Jacinto College.
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