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

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

How Influential Are You?

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

Financial Services

25M+