Joshua DeGuzman
Salt Lake City,UT
Summary
Motivated professional with a passion for aviation. Eager to embrace new challenges. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new skills.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Senior Private Banker
Wells Fargo Advisors
Salt Lake City, Utah
01.2023 - 03.2025
- Developed tailored investment strategies that aligned with client goals and risk tolerance, enhancing client engagement.
- Coordinated with internal teams to improve service delivery, resulting in increased client satisfaction.
- Conducted market research to uncover emerging trends and identify new opportunities for clients.
Senior Personal Banker
Wells Fargo
Ogden, Utah
01.2018 - 01.2023
- Guided clients in selecting financial products and managing accounts to meet their individual needs.
- Informed customers about banking services and investment options to empower their financial decisions.
- Partnered with team members to develop and implement customer service strategies that improved client satisfaction.
Education
Some College (No Degree) - Aviation
ATP Flight School
Ogden, UT03-2026
High School Diploma -
Murray High School
Murray, UT06-2012
Some College (No Degree) - Finance
Weber State University
Ogden, UTSkills
- Avionics Garmin G1000, G500, G430/530
- Flight planning and navigation
- Decision making and problem solving
- Risk assessment techniques
- Attention to detail
- Crew resource management
Flight Time
Total Hours……………………….... 235.2
Multiengine………………………….. 25.8
Pilot in Command……………….…. 129.9
Instrument (Simulated & Actual). 53.6
Cross Country……………………… 71.7
Night…………………………...........12.4
Dual Given.................................2.5
Flight Experience
Certificates and Ratings:
Commercial Pilot; ASEL, AMEL; Instrument Airplane
Certified Flight Instructor, Instrument
Complex Endorsement
Restricted Radio Operator License
FAA First Class Medical Certificate
Certification
Series 7 (General Securities Representative)
Timeline
Senior Private Banker
Wells Fargo Advisors
01.2023 - 03.2025
Senior Personal Banker
Wells Fargo
01.2018 - 01.2023
Some College (No Degree) - Aviation
ATP Flight School
High School Diploma -
Murray High School
Some College (No Degree) - Finance
Weber State University