Will Guzman Email & Phone Number
President
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Will Guzman Location
- New York, NY, US
Will Guzman Work
- Executive Director of Sales Management and Financial Advisor @ (January 2010 - Present)
- President @ Scarsdale Wealth Management, Inc. (January 2014 - Present)
- V.P. Financial Advisor @ (January 2003 - January 2010)
- V.P. Investments @ CIBC Oppenheimer (January 1999 - January 2003)
Will Guzman Education
- Bernard M. Baruch College
BUSINESS (MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
Will Guzman Skills
- 529 College Planning Annuity
- Account Data Aggregation Systems
- Asset Allocation
- Client Relationship Management
- Equities
- Executive Services Marketing Campaign
- Financial Planning Software
- Fixed Income
- Fluent Spanish
- Insurance
- Investment Advisory
- Investments
- LTCI Partnership-Certified
- Life and Long-Term Care Insurance Quote Software
- Long-Term Care Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Morningstar Advisor Investment Research & Portfolio Analysis Workstation
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 10
- Series 24
- Series 31
- Series 63
- Series 65
- Series 7
- Series 9
- Wealth Management
Will Guzman Summary
- Will Guzman, based in New York, NY, US, is currently a President at Scarsdale Wealth Management, Inc.. Will Guzman brings experience from previous roles at Nationwide Planning Associates, Inc., HSBC Securities and CIBC Oppenheimer. Will Guzman holds a BUSINESS in MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Bernard M. Baruch College. With a robust skill set that includes 529 College Planning Annuity, Account Data Aggregation Systems, Asset Allocation, Client Relationship Management, Equities and more. Will Guzman has 1 emails and 3 mobile phone numbers on RocketReach.
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