Sergio Leuzzi Email & Phone Number

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.

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.

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.

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.

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.

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.

Economics

Graphic Arts Reproduction, Production Co-Ordinator, Prepress/Desktop Publishing And Digital Imaging Design

Highschool Diploma