David Guzmán

About David Guzmán

Organizational Leadership Team Building Training & Mentoring P&L Management Strategic Planning Risk Management Process Improvement Stakeholder Relationships deep experience overseeing all aspects of community banking, business banking, and wealth management services across hundreds of banks serving thousands of customers, I am a seasoned and savvy financial services executive.Well-regarded as an insightful strategist and vision-driven change agent, I led regional-level directors in the largest financial merger in U.S. history. My high-performing teams have a record of exceeding goals in revenue growth, cost reduction, and audit scores while minimizing risk and turnover.Advancing through senior-level positions during my 22 years in financial services, I repeatedly demonstrated my talent for overseeing regional bank branches, leading large cross-functional teams, and ensuring achievement of both top- and bottom-line growth objectives. My specific management and financial competencies span:• Strategic planning and operations oversight• Profit and loss management and cost control• Business development and market share growth• Customer relations and community engagement• Risk management, audits, and regulatory compliance• Team building, development, and engagementMy experience is complemented by a three-year master’s program with the Graduate School of Retail Bank Management through the University of Virginia. Further, I have been honored with multiple awards for my volunteerism and service leadership, and have served as a board member for organizations centered on equality, diversity, and civil Budgeting & Cost Control Change Management Talent Development Go-to-Market Strategy Interpersonal Communications Emotional Intelligence Diversity & Inclusion Customer Service

Experience

1. Chief Executive Officer

   Gator Insurance Service

   Jul 2021 — Present · FL, US

Education

• California State University, Northridge

  Finance, General

• University of Virginia

  Graduate School of Retail Bank Management, Banking and Financial Support Services

  2005 — 2007

Skills

• Customer Retention
• Customer Service
• Training
• Financial Risk
• Business Process Improvement
• Business Development
• Wealth Management
• Commercial Banking
• Sales
• Coaching
• Series 7
• Public Speaking
• Credit
• Senior Operations Leadership
• Mortgage Lending
• Project Management
• Microsoft Excel
• Marketing
• Strategic Planning
• Small Business Lending
• Revenue & Profit Growth
• Mergers & Acquisitions
• Credit Risk
• Retail Banking
• Leadership
• Credit Analysis
• Portfolio Management
• Customer Experience
• Loans
• Commercial Lending
• Business Strategy
• Budgets
• Finance
• Cross Selling
• Financial Services
• Banking
• Risk Management
• Social Media
• Investments
• Executive Management