Jonathan Guzman Email & Phone Number
Senior Wealth Strategy Associate @ UBS Group AG
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Jonathan Guzman Location
- New York, NY, US
Jonathan Guzman Work
- 2023 - now Senior Wealth Strategy Associate @
- 2022 - now Vice President - Wealth Management @
- 2016 - 2023 Financial Advisor @
- 2014 - 2016 Wealth Planning Analyst @
Jonathan Guzman Education
- Yale School of Management
Certificate (Wealth Management Theory and Practice: A CPWA® Certification Registered Education Program)
2018 - 2019 - MIT Sloan School of Management
Certificate (Investment Management Theory and Practice: A CIMA® Certification Registered Education Program)
2016 - 2016 - Wesleyan University
Bachelor of Arts (Economics)
2009 - 2013 - Syosset High School 2005 - 2009
Jonathan Guzman Skills
- Investments
- Customer Service
- Accounting
- Wealth Management
- Retirement Planning
- Investment Strategies
- Financial Analysis
- Asset Allocation
- Strategic Financial Planning
- Equities
- Fixed Income
- Risk Management
- Business Analysis
- Market Research
- Securities
- Networking
- Philanthropy
Jonathan Guzman Summary
- Jonathan Guzman, based in New York, NY, US, is currently a Senior Wealth Strategy Associate at UBS. Jonathan Guzman brings experience from previous roles at UBS. Jonathan Guzman holds a 2018 - 2019 Certificate in Wealth Management Theory and Practice: A CPWA® Certification Registered Education Program @ Yale School of Management. With a robust skill set that includes Investments, Customer Service, Accounting, Wealth Management, Retirement Planning and more. Jonathan Guzman has 2 emails and 1 mobile phone numbers on RocketReach.
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