Cisco Guzman Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Cisco Guzman Location
- Austin, TX, US
Cisco Guzman Work
- 2021 -now Investment Management Consultant II @
- 2023 -2023 Investment Management Consultant I @
- 2021 -2023 Client Management Representative @
- 2015 -2021 Senior Surveillance Analyst I @
- 2014 -2015 Financial Advisor @
- 2005 -2013 Registered Representative-Frost Wealth Advisors @
- 2004 -2005 Financial Advisor @
- 2000 -2004 Senior Loan Processor @ Jefferson Mortgage
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 on RocketReach.
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