Sergio Leuzzi

Experience

• 

  Hamilton Discount Corp (CTAL)

  Nov 1993 - Dec 2000

  Acct Manager
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  Citicards Canada

  Jan 2001 - Feb 2007

  VP - Client management
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  Scotiabank

  Oct 2007 - Dec 2014

  Manager - Business & Professional Banking

  Leader of a business & professional sales team, responsible for contributing to the overall success of assigned branches. This includes meeting financial objectives related to the profitable growth and retention of assigned portfolios of business customers and professionals. Manage an assigned portfolio of high value and/or complex business owner relationships and develop new and expanded banking relationships with business owners to meet customer needs and negotiated objectives. As well as achieving other individual and team objectives related to customer service, human resource management and operational effectiveness. Provide direction to team members in a manner consistent with the overall Domestic Bank strategy of developing a customer-focussed sales culture. Show less

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  Canadian Italian Business Professional Association - Hamilton/Halton

  Jan 2010 - Dec 2016

  VP of Hamilton, Executive Director

  Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.

• 

  Scotiabank

  Dec 2014 - May 2022

  Private Banker

  Private Banker providing support to High-Net-Worth families, often in ways they may not be aware of. Specialized in working with Professionals and clients of high net worth with access to borrowing solutions and provide superior service from experienced administrative support for day-to-day transactions. Working with financing platforms engineered to streamline client's access to liquidity and help them take advantage of investment opportunities. An exclusive, fully-integrated wealth management platform, This enables clients to conveniently borrow under a single investment line of credit, against a broad range of personal and/or holding company assets. Show less

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  FirstOntario Credit Union

  Jun 2022 - Jul 2024

  Senior Business Development Manager - Commercial Services

  With more than 30 years of financial industry experience in retail, commercial and wealth management, I have developed an ability to view all aspects of a member’s commercial financial needs. This ability allows me to deliver highly comprehensive and solutions. I have also nurtured countless partnerships and external experts, and I can draw on these partners to develop solutions and facilitate direct introductions.My primary goal is to provide a great commercial credit experience for all members. I believe this is achieved through reliability, honesty and integrity – three attributes that I commit to displaying each and every day.Besides this I am extremely passionate about my community and the value I want to provide and contribute to it. I feel that the contributions and support you can make to your local community is our obligation in order to achieve a better environment for all. Show less

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  CIBPA - Canadian Italian Business Professionals Association

  Jan 2023 - now

  Support and very active with this Association supporting Ital-Canadian Professional and Business Community in the Hamilton / Halton area. Providing value add networking and seminars in further educating and providing insight regarding various business and strategic initiatives.

  • President

    Jan 2024 - now

  • Vice President of Hamilton

    Jan 2023 - Dec 2023