JORGE ALBERTO GUZMAN
Hempstead
Summary
Innovator and entrepreneur with over 11 years of progressive experience in business leadership and consulting, specializing in wealth management, business development, finance, accounting, and risk management. Expertise in creating value and driving growth while maximizing efficiency and profitability for a diverse range of clients. Results-oriented professional dedicated to delivering strategic solutions that enhance organizational performance and foster sustainable success. Committed to leveraging a comprehensive skill set to navigate complex challenges and capitalize on emerging opportunities in the business landscape.
Overview
14
14
years of professional experience
1
1
Certification
Work History
BUSINESS CONSULTANT & INSURANCE BROKER
Self-Employed
01.2020 - Current
- Provide strategic consulting to businesses, focusing on maximizing efficiency, profitability, and growth.
- Develop and implement solutions for complex operational and financial challenges to drive business value.
- Manage comprehensive insurance brokerage activities, providing expert advice on property and casualty coverage.
FINANCIAL ADVISOR
Prudential
02.2014 - 01.2020
- Managed a diverse client portfolio, providing tailored investment-related advice and comprehensive financial planning.
- Advised clients on strategic investment strategies, risk management, insurance coverage, and long-term financial objectives.
- Successfully utilized expertise in wealth management to help clients achieve their financial goals.
SENIOR TELLER
Chase
07.2011 - 02.2014
- Accurately and efficiently processed complex banking transactions on a daily basis, maintaining minimal variances.
- Referred products and services to customers, actively contributing to branch sales goals.
- Ensured compliance with all regulatory guidelines by strictly following Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures, including filing Currency Transaction Reports (CTR) and Suspicious Activity Reports (SAR).
Education
Master of Business Administration (MBA) - Accounting
Louisiana State University Shreveport
01.2027
Bachelor of Science (B.S.) - Business Administration, Specialization in Finance, Minor in International Studies
Stony Brook University
05.2013
Associate of Science (A.S.) - Business Administration
Nassau Community College
08.2011
Skills
- Business: Business Development, Financial Analysis, Risk Management, Wealth Management, Lean Six Sigma, Real Estate Development
- Technical: Microsoft Office Suite
- Languages: Spanish (Native Speaker), English (Highly Proficient)
Certification
Property and Casualty Broker
ACTIVITIES
- DIRECTOR, Ikarus Gallery Cultural Program (Non-Profit)
- New York, NY | 2017- Present
- Contribute strategic knowledge, experience, and professional skills to the foundation.
- Provide leadership, decision-making, and relationship-building expertise to support the program’s mission.
- References available upon request.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
BUSINESS CONSULTANT & INSURANCE BROKER
Self-Employed
01.2020 - Current
FINANCIAL ADVISOR
Prudential
02.2014 - 01.2020
SENIOR TELLER
Chase
07.2011 - 02.2014
Master of Business Administration (MBA) - Accounting
Louisiana State University Shreveport
Bachelor of Science (B.S.) - Business Administration, Specialization in Finance, Minor in International Studies
Stony Brook University
Associate of Science (A.S.) - Business Administration
Nassau Community College
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