Cisco Guzman
Investment Management Consultant II at Fidelity Investments
- Role
- Investment Management Consultant Ii at Fidelity Investments
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cisco Guzman
Financial services professional with over 20 years of experience.
Experience
Investment Management Consultant Ii
Oct 2021 — Present
Education
Leadership Austin
2015 Emerge Graduate
2015 — 2015
The University of Texas at Austin
Bachelor's Degree
1998 — 2004
Skills
- Insurance
- Series 24
- Corporate Finance
- Financial Analysis
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth
- Financial Risk
- Portfolio Management
- Asset Management
- Loans
- Financial Advisory
- Uniform Combined State Law
- Thompson One
- Microsoft Excel
- Equities
- Private Banking
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Wealth Gateway
- Credit
- Risk Management
- Series 7
- Securities
- Leadership
- Public Speaking
- Strategic Planning
- Investment Management
- Investment Advisory
- Relationship Management
- Financial Services
- High Net Worth Individuals
- Investment Strategies
- Alternative Investments
- Sales Force
- Streetscape
- Microsoft Office
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