Eydi Guerrero
@eydiguerrero
Bilingual branch manager and tax/business advisor who drives growth through customer-focused leadership and regulatory compliance.
United StatesWhat I'm looking for
I’m a bilingual Branch Manager and Customer Service & Business Development Specialist focused on building profitable, compliant branch operations. Since Mar 2023, I’ve directed overall branch operations, ensured regulatory compliance, analyzed KPIs in sales, profitability, and customer satisfaction, and implemented growth and client retention strategies to expand the client portfolio.
Before my branch leadership role, I worked as a Tax & Business Advisor from Oct 2021, preparing and filing federal/state tax returns, amendments, and ITINs, while delivering tax planning, compliance, and audit support aligned with IRS, FINCEN, and FDR regulations. I also secure business financing (SBA, Fundings, RISE), represent clients before regulatory entities to minimize risk, and previously sold and supported customers as a Sales Representative and Group & Events Sales Representative.
Experience
Work history, roles, and key accomplishments
Branch Manager
Univista Insurance
Mar 2023 - Present (3 years 3 months)
Directed overall branch operations at Univista Insurance, ensuring regulatory compliance and improving process efficiency and profitability. Supervised and trained a multidisciplinary sales team and led growth and client retention strategies to expand the client portfolio.
Tax & Business Advisor
Solasi Accounting & Tax Advice (SolasiTrade)
Oct 2021 - Present (4 years 8 months)
Provided tax advisory and business development at SolasiTrade by preparing and filing federal/state tax returns, amendments, and ITINs while managing monthly and annual accounting. Delivered tax planning, compliance, and audit support aligned with IRS, FINCEN, and FDR regulations, and structured SBA and other business financing to support client growth.
Sales Representative
American Airlines
Jan 2020 - Nov 2021 (1 year 10 months)
Promoted and sold airline tickets and complementary services to individual and corporate clients, managing key client accounts and personalized travel solutions. Supported flight changes and customer inquiries while consistently meeting and exceeding sales targets.
Group & Events Sales Rep
Karisma Hotels & Resorts
Oct 2018 - Jan 2020 (1 year 3 months)
Drove group and events sales at Karisma Hotels & Resorts and Karisma Vacation Club by building relationships with tour operators, wholesalers, and travel agencies to secure strategic sales agreements. Managed group reservations and coordinated on-site event logistics to maximize occupancy and revenue and maintain high service quality.
Education
Degrees, certifications, and relevant coursework
Florida
License, Insurance (Life, Health & Variable Annuity)
Florida insurance license for Life, Health & Variable Annuity, expected completion in July 2026.
State of Florida
Certification, Notary Public
Received Notary Public credential in the State of Florida in September 2025.
Florida
License, Insurance (4-40 Customer Representative)
Obtained a 4-40 Customer Representative License in March 2023.
Universidad APEC
Bachelor of Arts, Marketing, Tourism & Hospitality Management
2013 - 2018
Bachelor of Arts in Marketing, Tourism & Hospitality Management from Universidad APEC in the Dominican Republic from 2013 to 2018.
Politécnico Maximo Gomez
Diploma, Food Products Technician
2010 - 2012
Diploma in Food Products Technician from Politécnico Maximo Gomez in the Dominican Republic from 2010 to 2012.
Instituto Cultural Dominico-Americano
Course, English Language
Completed an Advanced English course at Instituto Cultural Dominico-Americano (date not provided).
Availability
Location
United StatesAuthorized to work in
Job categories
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