Jori Guzhuna

CEO
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Profile Created:

October 2022

Birthday:

Gender:

Male

Reputation
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12

JoriGuzhuna

Jori Guzhuna

JoriGuzhuna

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Summary

Jori is the founder and CEO of Guzhuna Financial Group, specializing in holistic financial planning. With expertise in risk management, investment strategies, tax optimization, wealth structuring and estate planning, Jori helps clients navigate complex financial landscapes and achieve their goals. As a fiduciary advisor, Jori offers unique insights into the challenges of estate planning and tax efficient asset transfer. He provides tailored risk management solutions to protect clients' assets.

Education

NYU Stern School of Business
Sep 2008 - Sep 2012 (4 year(s) 4 week(s))
Bachelor’s Degree (Graduated)

Experience

Titan Capital
May 2018 - Aug 2022 (4 year(s) 3 month(s))
Principal

Skills

Administration
Agency Management
Advising
Account Management
Brokerage Process
Legal Liability
Marketing
Contracts
Leadership
Management
Finance
Attention to Detail
Problem Solving
Regulatory Requirements
Insurance Laws
Agency Relationships
Business Development
Compliance
Communication
Insurance Regulations
Negotiation
Renewal Analysis
Underwriting
Technology
Risk Management
Relationship Building
Team Management

How Influential Are You?

$5,000,000 - $10,000,000
251 - 500
?
25%
25%
50%
1 - 5
Sometimes
Never
3

Financial Services

25M+