Timothy Guerra

Timothy Guerra Email and Phone Number

Senior Premier Relationship Manager Vice President @ BMO
toronto, ontario, canada
Timothy Guerra's Location
San Francisco Bay Area, United States
Timothy Guerra's Contact Details

Timothy Guerra work email

Timothy Guerra personal email

n/a
About Timothy Guerra

With over 9 years of experience in financial services, I am a Lead Fast Start Consultant at Allstate, where I provide coaching, training, and support to new and existing agents who want to grow their financial business. I hold certifications in Project Leadership, Leading at a Distance, and How to Handle Poor Performers, which enable me to lead and manage teams effectively and efficiently. I also have a strong background in wealth management, having worked as a Personal Financial Representative at Allstate and a Relationship Manager at Citigold, where I advised clients on investments, portfolio management, and financial planning. I am passionate about helping people achieve their financial goals and dreams, and I bring a wealth of knowledge, skills, and experience to the Allstate team. I value collaboration, innovation, and excellence, and I strive to deliver exceptional service and results to my clients and colleagues.

Timothy Guerra's Current Company Details
BMO

Bmo

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Senior Premier Relationship Manager Vice President
toronto, ontario, canada
Website:
bmo.com
Employees:
42056
Timothy Guerra Work Experience Details
  • Bmo
    Senior Premier Relationship Manager
    Bmo Jul 2024 - Present
    Brentwood, California, United States
  • Allstate Financial Services, Llc
    Lead Fast Start Consultant
    Allstate Financial Services, Llc Feb 2018 - Dec 2023
    12 Of The Western U.S. States
  • Allstate Financial Services, Llc
    Personal Financial Representative
    Allstate Financial Services, Llc Feb 2016 - Jan 2018
    Ca, East Bay
  • Citigold
    Relationship Manager
    Citigold Oct 2013 - Jun 2015
    Walnut Creek, California
    Wealth management
  • Jp Morgan Chase
    Private Client Banker
    Jp Morgan Chase Apr 2011 - Oct 2013
    Dublin, Ca
  • Wells Fargo Home Mortgage
    Senior Loan Consultant
    Wells Fargo Home Mortgage Sep 2005 - Dec 2009
  • Eloan
    Loan Consultant
    Eloan Oct 2004 - Aug 2005
  • Washinton Mutual
    Loan Consultant
    Washinton Mutual 2003 - 2004
  • Circuit City
    Tech Sales
    Circuit City 2001 - 2003

Timothy Guerra Education Details

  • Los Medanos
    Los Medanos
    Mathamatics Business

Frequently Asked Questions about Timothy Guerra

What company does Timothy Guerra work for?

Timothy Guerra works for Bmo

What is Timothy Guerra's role at the current company?

Timothy Guerra's current role is Senior Premier Relationship Manager Vice President.

What is Timothy Guerra's email address?

Timothy Guerra's email address is tg****@****ate.com

What schools did Timothy Guerra attend?

Timothy Guerra attended Los Medanos.

Who are Timothy Guerra's colleagues?

Timothy Guerra's colleagues are Eric Chartrand, Yolanda Benitez Mariscal, Gaurav Gore, Tyrell Meaney, Bob Tremblay, Summiyah I, Manoj Patel.

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