Cisco Guzman Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Cisco Guzman Location
- Austin, TX, US
Cisco Guzman Work
- Investment Management Consultant II @ (October 2021 - Present)
- Investment Management Consultant I @ (January 2023 - February 2023)
- Client Management Representative @ (October 2021 - January 2023)
- Senior Surveillance Analyst I @ (September 2015 - October 2021)
- Financial Advisor @ (June 2014 - June 2015)
- Registered Representative-Frost Wealth Advisors @ (April 2005 - July 2013)
- Financial Advisor @ (October 2004 - April 2005)
- Senior Loan Processor @ Jefferson Mortgage (April 2000 - October 2004)
Cisco Guzman Education
- Leadership Austin
2015 Emerge Graduate (Leadership)
2015-2015 - The University of Texas at Austin
Bachelor's Degree (Economics)
1998-2004 - LBJ Science Academy 1995-1998
Cisco Guzman Skills
- Alternative Investments
- Leadership
- Financial Advisory
- Banking
- Public Speaking
- Bonds
- Fixed Income
- Corporate Finance
- Insurance
- Retirement Planning
- Valuation
- Financial Planning
- Streetscape
- Wealth Management Services
- Portfolio Management
- Sales Force
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Finance
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Wealth Gateway
- Financial Services
- Equities
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Microsoft Office
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- Risk Management
- Asset Management
- Credit
- Financial Analysis
- Wealth
- Series 24
- Financial Reporting
- Thompson One
- Private Banking
- Retirement
- Loans
- Series 7
- Securities
- Investment Management
Cisco Guzman Summary
- Cisco Guzman, based in Austin, TX, US, is currently a Investment Management Consultant II at Fidelity Investments. Cisco Guzman brings experience from previous roles at Fidelity Investments, Kestra Financial and Merrill Lynch. Cisco Guzman holds a 2015 - 2015 2015 Emerge Graduate in Leadership @ Leadership Austin. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Banking, Public Speaking and more. Cisco Guzman has 1 emails and 2 mobile phone numbers on RocketReach.
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