Daisy Guzman

Daisy Guzman

Education Consultant

Role
Investment Education Consultant at Fidelity Investments
Location
Washington, DC, US
LinkedIn followers
500 followers

About Daisy Guzman

MBA candidate in Finance at the University of North Texas with a proven track record in financial consulting, sales management, and account strategy. Adept at conducting comprehensive financial analysis to tailor investment strategies and drive client success. Skilled in guiding investment selections and managing portfolios while ensuring strict adherence to regulatory standards.

Experience

  1. Investment Education Consultant

    Fidelity Investments

    Mar 2026 — Present

Education

  • University of North Texas

    International Business and Economics

  • University of North Texas G. Brint Ryan College of Business

    Master of Business Administration - MBA, Finance, General

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Daisy Guzman — Investment Education Consultant at Fidelity Investments in Washington, DC, US | Unifers