Gwendolyn de Guzman
Director Relationship Management @Aviso Wealth
Montreal, QC, CA
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MOBILE NUMBERS
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WORK HISTORY
Jan 2025 — Present
Director Relationship Management @Aviso Wealth
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Reporting to VP Credit Union Partnerships, Gwendolyn is accountable for achieving the firm\'s relationship objectives, supporting sales enablement initiatives of credit union wealth for an assigned set of partners, by working with and expanding relationships with credit unions, and internal partners.
SKILLS
InvestmentsStructured ProductsAsset ManagementFinancial ServicesRelationship ManagementStrategyBusiness DevelopmentWealth ManagementProduct DevelopmentBankingMutual FundsRisk ManagementBusiness StrategyFinancial PlanningCreditStrategic PlanningRetail BankingPortfolio ManagementManagementStrategic Financial PlanningFinanceCredit Risk
ABOUT GWENDOLYN DE GUZMAN
Gwendolyn has built a reputation as a dynamic, and trusted professional leader, coach and…
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