David Guzzo's Location
London, Ontario, Canada
David Guzzo's Work
- AVP, Wealth Distribution @ Meridian Credit Union
- Director Wealth Management @ Meridian Credit Union
- Vice President - Financial Planning @ BMO
David Guzzo's Education
- CFP
CFP (Financial Planning and Services)
2016 - 2017 - CSI
PFP Designation
2016 - 2016 - Queen's University
EMBA (Strategic Leadership)
2013 - 2014
- Laurentian University/Université Laurentienne
HB Commerce (Finance/Economics)
1988 - 1992
David Guzzo's Skills
- Retail Banking
- Team Leadership
- Relationship Management
- Strategy
- Business Planning
- Leadership
- Coaching
- Strategic Planning
- Banking
- Credit
David Guzzo's Summary
David Guzzo, based in London, Ontario, Canada, is currently a AVP, Wealth Distribution at Meridian Credit Union, bringing experience from previous roles at Meridian Credit Union, BMO Financial Group and TD. David Guzzo holds a 2016 - 2017 CFP in Financial Planning and Services @ CFP. With a robust skill set that includes Retail Banking, Team Leadership, Relationship Management, Strategy, Business Planning and more, David Guzzo contributes valuable insights to the industry. David Guzzo has 2 emails on RocketReach.
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