David Guzzo Location
London, ON, CA
David Guzzo Work
- 2024 - now Chief Executive Officer @ CU Financial Management
- 2020 - 2023 AVP, Wealth Distribution @ Meridian Credit Union
- 2015 - 2020 Vice President - Financial Planning @ BMO
- 2012 - 2015 District Vice President, Retail Banking @ E-Logic Info Tech Ltd
- 2010 - 2012 Associate Vice President, Sales Strategy and Solutions, Contact Centre @ E-Logic Info Tech Ltd
- 2009 - 2010 DVP, Pacific Region @ E-Logic Info Tech Ltd
- 2007 - 2008 Senior Manager Finance and Operations, Pacific Region @ E-Logic Info Tech Ltd
David Guzzo Education
- CFP
CFP (Financial Planning and Services)
2016 - 2017 - CSI
PFP Designation
2016 - 2016 - Queen's University
EMBA (Strategic Leadership)
2013 - 2014
David Guzzo Skills
- Strategic Planning
- Team Leadership
- Relationship Management
- Retail Banking
- Strategy
- Business Planning
- Leadership
- Coaching
- Credit
- Management
David Guzzo Summary
David Guzzo, based in London, ON, CA, is currently a Chief Executive Officer at CU Financial Management . David Guzzo brings 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 Strategic Planning, Team Leadership, Relationship Management, Retail Banking, Strategy and more. David Guzzo has 2 emails on RocketReach.
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Top CU Financial Management Employees
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Jeffrey Silver
Regional Financial Planner at CU Financial Management
Paradise, NL, CA1 -
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Craig Gunn
Regional Financial Planner at CU Financial Management
Nova Scotia, Canada1 -
Chao Liang
Regional Financial Planner at CU Financial Management
Antigonish, NS, CA2 -
Brandon Croken
Regional Financial Planner at CU Financial Management
Halifax Regional Municipality, NS, CA2 -
Brandon Croken
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Halifax Regional Municipality, NS, CA2 -
Krista Ahern
Regional Financial Advisor at CU Financial Management
Summerside, PE, CA2 -
Jody Childs
Administrative Associate at CU Financial Management
Pasadena, NL, CA1 -
Joe MacDonald
Regional Financial Planner at CU Financial Management
Charlottetown, PE, CA1 -
Randy Fcsi
Regional Financial Planner at CU Financial Management
Corner Brook, NL, CA2
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