Sergio Leuzzi

Sergio Leuzzi Email and Phone Number

Experienced Banking / Credit Strategist & Community Ambassador @ CIBC
Sergio Leuzzi's Location
Hamilton, Ontario, Canada, Canada
Sergio Leuzzi's Contact Details

Sergio Leuzzi personal email

n/a
About Sergio Leuzzi

Results-oriented Financial Services Industry Leader with personal, business and high-net worth family experience with proven success in achieving top performance through creative solutions to support client's goals. Passionate about leading, coaching and developing employees and leaders. An exceptional team player, I enjoy collaborating to solve complex problems while employing a disciplined sales management process to improve productivity and problem-solving skills while looking after client's best interests. Other strengths include:- Multi-speciality Leader- Strategic Planning- Staff selection and development- Communications- Client Experience Focus- Project Management- Community Oriented- Collaborative Leadership

Sergio Leuzzi's Current Company Details
CIBC

Cibc

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Experienced Banking / Credit Strategist & Community Ambassador
Sergio Leuzzi Work Experience Details
  • Cibc
    Senior Private Banker
    Cibc Oct 2024 - Present
    Toronto, Ontario, Ca
    With more than 32 years of experience, I have developed an ability to view all aspects of a client’s financial situation. This enables me to provide creative solutions to support client's goals, often in ways they may not be aware of. My primary objective is to provide a great experience, achieved through reliability, honesty and integrity, three attributes that I commit to every day.Specialized in working with Entrepreneurs, Professionals and Clients of High Net Worth with strategies engineered to streamline client's access to liquidity while providing superior service from experienced administrative support for day-to-day transactions. Working with an experienced Team, enables me to collaborate in solving complex problems that gives clients peace of mind in all areas of their financial situation.I have also nurtured countless partnerships and external experts, and I can draw on these partners to develop solutions and facilitate direct introductions.Besides this I am passionate about my community and want to provide and contribute to it. I feel the contributions and support you can make to your local community is our obligation in order to achieve a better environment for all.
  • Cibpa - Canadian Italian Business Professionals Association
    President
    Cibpa - Canadian Italian Business Professionals Association Jan 2024 - Present
  • Cibpa - Canadian Italian Business Professionals Association
    Vice President Of Hamilton
    Cibpa - Canadian Italian Business Professionals Association Jan 2023 - Dec 2023
    Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.
  • Firstontario Credit Union
    Senior Business Development Manager - Commercial Services
    Firstontario Credit Union Jun 2022 - Jul 2024
    Hamilton, On, Ca
    With more than 30 years of financial industry experience in retail, commercial and wealth management, I have developed an ability to view all aspects of a member’s commercial financial needs. This ability allows me to deliver highly comprehensive and solutions. I have also nurtured countless partnerships and external experts, and I can draw on these partners to develop solutions and facilitate direct introductions.My primary goal is to provide a great commercial credit experience for all members. I believe this is achieved through reliability, honesty and integrity – three attributes that I commit to displaying each and every day.Besides this I am extremely passionate about my community and the value I want to provide and contribute to it. I feel that the contributions and support you can make to your local community is our obligation in order to achieve a better environment for all.
  • Scotia Wealth Management
    Private Banker
    Scotia Wealth Management Dec 2014 - May 2022
    Toronto, Ontario, Ca
    Private Banker providing support to High-Net-Worth families, often in ways they may not be aware of. Specialized in working with Professionals and clients of high net worth with access to borrowing solutions and provide superior service from experienced administrative support for day-to-day transactions. Working with financing platforms engineered to streamline client's access to liquidity and help them take advantage of investment opportunities. An exclusive, fully-integrated wealth management platform, This enables clients to conveniently borrow under a single investment line of credit, against a broad range of personal and/or holding company assets.
  • Canadian Italian Business Professional Association - Hamilton/Halton
    Vp Of Hamilton, Executive Director
    Canadian Italian Business Professional Association - Hamilton/Halton 2010 - Dec 2016
    Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.
  • Scotiabank
    Manager - Business & Professional Banking
    Scotiabank Oct 2007 - Dec 2014
    Leader of a business & professional sales team, responsible for contributing to the overall success of assigned branches. This includes meeting financial objectives related to the profitable growth and retention of assigned portfolios of business customers and professionals. Manage an assigned portfolio of high value and/or complex business owner relationships and develop new and expanded banking relationships with business owners to meet customer needs and negotiated objectives. As well as achieving other individual and team objectives related to customer service, human resource management and operational effectiveness. Provide direction to team members in a manner consistent with the overall Domestic Bank strategy of developing a customer-focussed sales culture.
  • Citicards Canada
    Vp - Client Management
    Citicards Canada Jan 2001 - Feb 2007
  • Hamilton Discount Corp (Ctal)
    Acct Manager
    Hamilton Discount Corp (Ctal) Nov 1993 - Dec 2000

Sergio Leuzzi Skills

Investments Negotiation Forecasting Budget Credit Performance Management Contract Negotiation Competitive Analysis Operations Management Public Relations Risk Management Account Management Leadership Development Customer Service Mortgage Lending Direct Marketing Strategic Financial Planning Budgets Finance Accounting Business Planning Analysis Sales Small Business Relationship Management Management Leadership Crm Strategy Portfolio Management Financial Planning

Sergio Leuzzi Education Details

  • Mcmaster University
    Mcmaster University
    Economics
  • Mohawk College
    Mohawk College
    Prepress/Desktop Publishing And Digital Imaging Design
  • Barton Secondary
    Barton Secondary
    Highschool Diploma

Frequently Asked Questions about Sergio Leuzzi

What company does Sergio Leuzzi work for?

Sergio Leuzzi works for Cibc

What is Sergio Leuzzi's role at the current company?

Sergio Leuzzi's current role is Experienced Banking / Credit Strategist & Community Ambassador.

What is Sergio Leuzzi's email address?

Sergio Leuzzi's email address is se****@****ank.com

What schools did Sergio Leuzzi attend?

Sergio Leuzzi attended Mcmaster University, Mohawk College, Barton Secondary.

What are some of Sergio Leuzzi's interests?

Sergio Leuzzi has interest in Social Services, Children, Education, Poverty Alleviation, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Sergio Leuzzi known for?

Sergio Leuzzi has skills like Investments, Negotiation, Forecasting, Budget, Credit, Performance Management, Contract Negotiation, Competitive Analysis, Operations Management, Public Relations, Risk Management, Account Management.

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