Guzman & Company
Description
Founded: 1987 Subsidiary: Guzman & Company, Research Division
Guzman & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Guzman & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Guzman & Company Employees
Employee
Years
Job
Industry
Patrick Clemens Patrick Clemens's Guzman & Company Experience March 2014 - Present
Job Vice President of Information Technology and Services at Guzman & Company
Industry Financial Services
Experience
Guzman & Company March 2014 - Present
Minibar Delivery 1990 - 2015
Instinet Corporation April 2007 - March 2014
L.E.K. Consulting April 2005 - April 2007
Skills
Active Directory, XP, DHCP, HTML, Lotus Notes, Help Desk Support, System Deployment, Technical Support, DNS, Windows Server, Network Administration, VPN, Group Policy, Hardware
Education
Dowling College 2000 — 2001
MBA, Information Systems Management
Dowling College 1997 — 1999
BBA, Management
University of South Florida
University of South Florida
University of South Florida
Guzman & Company March 2014 - Present
Minibar Delivery 1990 - 2015
Instinet Corporation April 2007 - March 2014
L.E.K. Consulting April 2005 - April 2007
Skills
Active Directory, XP, DHCP, HTML, Lotus Notes, Help Desk Support, System Deployment, Technical Support, DNS, Windows Server, Network Administration, VPN, Group Policy, Hardware
Education
Dowling College 2000 — 2001
MBA, Information Systems Management
Dowling College 1997 — 1999
BBA, Management
University of South Florida
University of South Florida
University of South Florida
Alina Chester Alina Chester's Guzman & Company Experience June 2013 - March 2014
Job Budget Analyst
Industry Education Management
Experience
Academica April 2014 - Present
JAG New Business Marketing October 2013 - Present
American Red Cross February 2013 - Present
The Paul Chester Children's Hope Foundation January 2005 - Present
Guzman & Company June 2013 - March 2014
Skills
Spanish, conversational French, basic Arabic, Research, Community Outreach, Fundraising, Public Speaking, Editing, Microsoft Office, Social Media, Volunteer Management, Facebook, Non-profits, Social Networking, PowerPoint, Program Development, Microsoft Word, Qualitative Research, Press Releases, French, Arabic, Healthcare, SPSS, Policy Analysis, Coaching, Data Analysis, International..., Public Relations, International Relations, Program Evaluation, Politics, Teaching, Leadership, Statistics, Nonprofits, English, Analysis, Teamwork, Higher Education, Policy, Market Research, Strategy, Strategic Communications, Blogging, Cpr Certified, Training, Entrepreneurship, Conflict Resolution, Economics, Marketing
Education
Florida International University - College of Business Administration
Master of Business Administration (M.B.A.), International Business
University of Florida
Bachelor’s Degree, Political Science & Anthropology
Stone Ridge School of the Sacred Heart
High School
Academica April 2014 - Present
JAG New Business Marketing October 2013 - Present
American Red Cross February 2013 - Present
The Paul Chester Children's Hope Foundation January 2005 - Present
Guzman & Company June 2013 - March 2014
Skills
Spanish, conversational French, basic Arabic, Research, Community Outreach, Fundraising, Public Speaking, Editing, Microsoft Office, Social Media, Volunteer Management, Facebook, Non-profits, Social Networking, PowerPoint, Program Development, Microsoft Word, Qualitative Research, Press Releases, French, Arabic, Healthcare, SPSS, Policy Analysis, Coaching, Data Analysis, International..., Public Relations, International Relations, Program Evaluation, Politics, Teaching, Leadership, Statistics, Nonprofits, English, Analysis, Teamwork, Higher Education, Policy, Market Research, Strategy, Strategic Communications, Blogging, Cpr Certified, Training, Entrepreneurship, Conflict Resolution, Economics, Marketing
Education
Florida International University - College of Business Administration
Master of Business Administration (M.B.A.), International Business
University of Florida
Bachelor’s Degree, Political Science & Anthropology
Stone Ridge School of the Sacred Heart
High School
Jackeline Martin's Guzman & Company Experience February 2014 - January 2015
Job Junior Recruiter & Front Office Assistant at Future Force Personnel Services
Industry Human Resources
Experience
Future Force Personnel Services July 2015 - Present
50 Eggs March 2015 - June 2015
Guzman & Company February 2014 - January 2015
McDonald's Corporation August 2013 - January 2014
University of Central Florida August 2013 - January 2014
Marriott International July 2007 - July 2012
EasyEventPlanning.com 2012 - 2012
G&G Rehab February 2009 - April 2011
Marriott International May 2008 - July 2009
Skills
Customer Service, Event Management, Office Procedures, Microsoft Office, Communication, Organization, Event Planning, Leadership, Team Leadership, Team Building, Coordinating Events, Office Management, Office Administration, Front Office, Administrative..., Record Maintenance, Event coordination, Mail handling, Customer Support, Customer Service..., 45 wmp, Microsoft Excel, Microsoft Word, PowerPoint, Superior Computer Skills, Creativity, Problem Solving, Events, Events Organisation, Special Events..., Teamwork, Supervisory Skills, Supervising, HIPAA, Administrative..., Compliance, Adaptability, Interpersonal Skills, Oral Communication, Quality Control, Workplace Safety, Switchboard Operator
Education
Florida International University - College of Business 2014 — 2015
Master of Science (M.S.), Human Resources Management and Services
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Event Management
Miami Dade College 2007 — 2010
Associate of Arts (AA), General Studies
G. Holmes Braddock Senior High 2004 — 2007
High School Diploma, General Studies
Future Force Personnel Services July 2015 - Present
50 Eggs March 2015 - June 2015
Guzman & Company February 2014 - January 2015
McDonald's Corporation August 2013 - January 2014
University of Central Florida August 2013 - January 2014
Marriott International July 2007 - July 2012
EasyEventPlanning.com 2012 - 2012
G&G Rehab February 2009 - April 2011
Marriott International May 2008 - July 2009
Skills
Customer Service, Event Management, Office Procedures, Microsoft Office, Communication, Organization, Event Planning, Leadership, Team Leadership, Team Building, Coordinating Events, Office Management, Office Administration, Front Office, Administrative..., Record Maintenance, Event coordination, Mail handling, Customer Support, Customer Service..., 45 wmp, Microsoft Excel, Microsoft Word, PowerPoint, Superior Computer Skills, Creativity, Problem Solving, Events, Events Organisation, Special Events..., Teamwork, Supervisory Skills, Supervising, HIPAA, Administrative..., Compliance, Adaptability, Interpersonal Skills, Oral Communication, Quality Control, Workplace Safety, Switchboard Operator
Education
Florida International University - College of Business 2014 — 2015
Master of Science (M.S.), Human Resources Management and Services
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Event Management
Miami Dade College 2007 — 2010
Associate of Arts (AA), General Studies
G. Holmes Braddock Senior High 2004 — 2007
High School Diploma, General Studies
John A. Burke John A. Burke's Guzman & Company Experience January 1989 - January 1992
Job Consultant, ETF Research and Trading
Industry Financial Services
Experience
Tuttle Tactical Management June 2014 - Present
ETF Portfolio Construction and Trading March 2012 - Present
American Independence Financial Services May 2013 - May 2014
AVATAR ASSOCIATES, LLP January 2006 - March 2012
OPUS TRADING 2003 - 2005
KAUFMAN BROTHERS January 2001 - January 2002
ABN AMRO January 1998 - January 2001
DAIN RAUSCHER WESSELS January 1996 - January 1998
Montgomery Securities January 1992 - January 1996
Guzman & Company January 1989 - January 1992
Skills
Equity Trading, Trading Systems, Investment Banking, Trading Strategies, Equity Derivatives, Mutual Funds, Investments, Alternative Investments, Traders, Asset Allocation, Technical Analysis, Electronic Trading, Investment Management, Asset Management, Hedging, Bloomberg, Portfolio Management, Proprietary Trading, Hedge Funds, Series 7, Equities, ETFs, Trading
Education
Denison University
B.A, Economics
Denison University 1978 — 1985
BA, Economics
Middlesex School 1975 — 1978
Tuttle Tactical Management June 2014 - Present
ETF Portfolio Construction and Trading March 2012 - Present
American Independence Financial Services May 2013 - May 2014
AVATAR ASSOCIATES, LLP January 2006 - March 2012
OPUS TRADING 2003 - 2005
KAUFMAN BROTHERS January 2001 - January 2002
ABN AMRO January 1998 - January 2001
DAIN RAUSCHER WESSELS January 1996 - January 1998
Montgomery Securities January 1992 - January 1996
Guzman & Company January 1989 - January 1992
Skills
Equity Trading, Trading Systems, Investment Banking, Trading Strategies, Equity Derivatives, Mutual Funds, Investments, Alternative Investments, Traders, Asset Allocation, Technical Analysis, Electronic Trading, Investment Management, Asset Management, Hedging, Bloomberg, Portfolio Management, Proprietary Trading, Hedge Funds, Series 7, Equities, ETFs, Trading
Education
Denison University
B.A, Economics
Denison University 1978 — 1985
BA, Economics
Middlesex School 1975 — 1978
chen liu chen liu's Guzman & Company Experience May 2014 - August 2014
Job Full Stack developer at Abacus business computer llc
Industry Computer Software
Experience
Abacus business computer llc September 2015 - Present
Kent State University May 2015 - August 2015
EQuota Energy Technology (Shanghai) Co. LTD May 2015 - August 2015
Kent State University September 2014 - May 2015
Guzman & Company May 2014 - August 2014
ZillionInfo LLC. (Internship) May 2013 - August 2013
Op40 Technology Co.Ltd (IBM partner) May 2012 - August 2012
International Business Machines (IBM) August 2009 - June 2011
China Finance Online March 2009 - August 2009
CITIC Application Service Provider Co.Ltd November 2006 - January 2009
Skills
Java, Struts, JUnit, C#, MySQL, Hibernate, Eclipse, Financial Analysis, Spring, Ajax, WebSphere Application..., WebSphere Portal, Oracle SQL, iBatis, J2EE Application..., Foreign Exchange, Tomcat, Weblogic, JavaScript, JSON, JMeter, LoadRunner, Ant, Maven, Economics, XML, JDBC, Swing, RESTful WebServices, RESTful architecture, SOAP, jQuery, iText, MyBatis, Hadoop, Android Development, iOS, PHP, NoSQL, Unix c++, C++, WAMP
Education
Kent State University 2012 — 2015
Bachelor's degree, Computer Science, 3.4
BeiHang University 2000 — 2004
Computer Science, Software
China school
Abacus business computer llc September 2015 - Present
Kent State University May 2015 - August 2015
EQuota Energy Technology (Shanghai) Co. LTD May 2015 - August 2015
Kent State University September 2014 - May 2015
Guzman & Company May 2014 - August 2014
ZillionInfo LLC. (Internship) May 2013 - August 2013
Op40 Technology Co.Ltd (IBM partner) May 2012 - August 2012
International Business Machines (IBM) August 2009 - June 2011
China Finance Online March 2009 - August 2009
CITIC Application Service Provider Co.Ltd November 2006 - January 2009
Skills
Java, Struts, JUnit, C#, MySQL, Hibernate, Eclipse, Financial Analysis, Spring, Ajax, WebSphere Application..., WebSphere Portal, Oracle SQL, iBatis, J2EE Application..., Foreign Exchange, Tomcat, Weblogic, JavaScript, JSON, JMeter, LoadRunner, Ant, Maven, Economics, XML, JDBC, Swing, RESTful WebServices, RESTful architecture, SOAP, jQuery, iText, MyBatis, Hadoop, Android Development, iOS, PHP, NoSQL, Unix c++, C++, WAMP
Education
Kent State University 2012 — 2015
Bachelor's degree, Computer Science, 3.4
BeiHang University 2000 — 2004
Computer Science, Software
China school
Shelby Stames's Guzman & Company Experience January 2015 - May 2015
Job Analyst at The Bloom Organization
Industry Investment Banking
Experience
The Bloom Organization May 2015 - Present
Guzman & Company January 2015 - May 2015
Guzman & Company February 2014 - January 2015
SunTrust Bank March 2012 - July 2012
My Gym Children's Fitness Center of Plantation July 2004 - February 2009
Skills
Leadership, Customer Service, Finance, Hospitality, Microsoft Excel, Sales, Hold Series 7, Microsoft Office, Data Entry, Multitasker, Customer Relations, Bartending, Securities analysis, Financial Modeling, Organization, ServSafe, Food & Beverage, Retail, Cash Handling Experience, Hospitality Industry, Alcoholic Beverages
Education
Nova Southeastern University 2009 — 2013
Bachlor, Business Administration & Finance
The Bloom Organization May 2015 - Present
Guzman & Company January 2015 - May 2015
Guzman & Company February 2014 - January 2015
SunTrust Bank March 2012 - July 2012
My Gym Children's Fitness Center of Plantation July 2004 - February 2009
Skills
Leadership, Customer Service, Finance, Hospitality, Microsoft Excel, Sales, Hold Series 7, Microsoft Office, Data Entry, Multitasker, Customer Relations, Bartending, Securities analysis, Financial Modeling, Organization, ServSafe, Food & Beverage, Retail, Cash Handling Experience, Hospitality Industry, Alcoholic Beverages
Education
Nova Southeastern University 2009 — 2013
Bachlor, Business Administration & Finance
Alexis Miller Alexis Miller's Guzman & Company Experience March 2014 - Present
Job CFO, Guzman & Company/ Guzman Energy
Industry Oil & Energy
Experience
Guzman & Company March 2014 - Present
Guzman Energy June 2013 - Present
Guzman & Company 2007 - March 2014
Legg Mason Capital Management 2006 - 2007
US Navy 2001 - 2006
Education
The Johns Hopkins University 2006 — 2008
Master of Science, Finance
US Naval Academy 1997 — 2001
BS, Economics
Guzman & Company March 2014 - Present
Guzman Energy June 2013 - Present
Guzman & Company 2007 - March 2014
Legg Mason Capital Management 2006 - 2007
US Navy 2001 - 2006
Education
The Johns Hopkins University 2006 — 2008
Master of Science, Finance
US Naval Academy 1997 — 2001
BS, Economics
Garrett Cai Garrett Cai's Guzman & Company Experience September 2010 - September 2014
Job Business Analyst Specialist at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Guzman & Company September 2010 - September 2014
Wachovia, A Wells Fargo Company November 2005 - August 2010
Tribeca Global Investments LLC April 2005 - October 2005
Skills
Capital Markets, Equities, Equity Structured Notes, Equity Derivatives, Options, Commodity, Fixed Income, Financial Modeling, Portfolio Management, Trading Systems, Investments, Risk Management, R, Databases, Bloomberg
Education
Columbia Engineering 2003 — 2004
MS, Financial Engineering
Duke University 2001 — 2003
MS, Chemistry
Peking University 1997 — 2001
Bachelor's Degree, Chemistry
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Guzman & Company September 2010 - September 2014
Wachovia, A Wells Fargo Company November 2005 - August 2010
Tribeca Global Investments LLC April 2005 - October 2005
Skills
Capital Markets, Equities, Equity Structured Notes, Equity Derivatives, Options, Commodity, Fixed Income, Financial Modeling, Portfolio Management, Trading Systems, Investments, Risk Management, R, Databases, Bloomberg
Education
Columbia Engineering 2003 — 2004
MS, Financial Engineering
Duke University 2001 — 2003
MS, Chemistry
Peking University 1997 — 2001
Bachelor's Degree, Chemistry
David Joyce David Joyce's Guzman & Company Experience March 2000 - June 2004
Job Managing Director, Media Equity Research, Evercore ISI
Industry Financial Services
Experience
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Evercore ISI July 2012 - Present
Miller Tabak August 2005 - July 2012
JBHanauer & Co. June 2004 - February 2005
Guzman & Company March 2000 - June 2004
Bear Stearns 1997 - 2000
Skills
Financial Modeling, Hedge Funds, Investments, Equity Research, Equity Valuation, Equities, Corporate Finance, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Georgetown University - The McDonough School of Business
Brian Wu Brian Wu's Guzman & Company Experience January 2007 - June 2014
Job Managing Director at Guzman Energy, LLC
Industry Financial Services
Experience
Guzman Energy, LLC July 2015 - Present
Guzman Energy, LLC June 2014 - July 2015
Guzman & Company January 2007 - June 2014
Guzman & Company July 2004 - December 2006
Columbia University July 2003 - July 2004
Skills
R, Excel, C++, SQL Server, S-Plus, Mandarin, English, Visual Basic, Bloomberg, Perl, Financial Engineering, VBA, Financial Modeling, Industry Analysis, Matlab, Trading Systems, PowerPoint, Derivatives, Risk Management, SQL, Machine Learning, Equities, Quantitative Finance, Equity Research, Data Analysis, Monte Carlo Simulation, Statistics, Time Series Analysis, Quantitative Analysis, Stochastic Calculus, Programming, Java, C, Quantitative Analytics, Quantitative Investing, Investments
Education
Columbia Engineering 2003 — 2004
M.S., Financial Engineering
Michigan State University 2001 — 2003
Tsinghua University
B.S, Automation
Guzman Energy, LLC July 2015 - Present
Guzman Energy, LLC June 2014 - July 2015
Guzman & Company January 2007 - June 2014
Guzman & Company July 2004 - December 2006
Columbia University July 2003 - July 2004
Skills
R, Excel, C++, SQL Server, S-Plus, Mandarin, English, Visual Basic, Bloomberg, Perl, Financial Engineering, VBA, Financial Modeling, Industry Analysis, Matlab, Trading Systems, PowerPoint, Derivatives, Risk Management, SQL, Machine Learning, Equities, Quantitative Finance, Equity Research, Data Analysis, Monte Carlo Simulation, Statistics, Time Series Analysis, Quantitative Analysis, Stochastic Calculus, Programming, Java, C, Quantitative Analytics, Quantitative Investing, Investments
Education
Columbia Engineering 2003 — 2004
M.S., Financial Engineering
Michigan State University 2001 — 2003
Tsinghua University
B.S, Automation
Hinds Howard Hinds Howard's Guzman & Company Experience April 2012 - October 2013
Job SVP and Associate Portfolio Manager at CBRE Clarion
Industry Investment Management
Experience
CBRE Clarion November 2013 - Present
Guzman Investment Strategies April 2012 - October 2013
Guzman & Company April 2012 - October 2013
Curbstone Group February 2009 - April 2012
Tampa Bay Rowdies April 2008 - October 2009
Citrus Ventures, LLC July 2007 - October 2009
Lehman Brothers June 2006 - July 2007
Lehman Brothers July 2004 - July 2006
Deal Jam, LLC (now Internet Real Estate Group) 2002 - 2004
Skills
Portfolio Management, Hedge Funds, Investment Research, Investment Banking, MLP, Alternative Investments, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Boston University Questrom School of Business 2001 — 2004
Davidson College 2000 — 2001
Choate Rosemary Hall 1996 — 2000
Memorial High School
CBRE Clarion November 2013 - Present
Guzman Investment Strategies April 2012 - October 2013
Guzman & Company April 2012 - October 2013
Curbstone Group February 2009 - April 2012
Tampa Bay Rowdies April 2008 - October 2009
Citrus Ventures, LLC July 2007 - October 2009
Lehman Brothers June 2006 - July 2007
Lehman Brothers July 2004 - July 2006
Deal Jam, LLC (now Internet Real Estate Group) 2002 - 2004
Skills
Portfolio Management, Hedge Funds, Investment Research, Investment Banking, MLP, Alternative Investments, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Boston University Questrom School of Business 2001 — 2004
Davidson College 2000 — 2001
Choate Rosemary Hall 1996 — 2000
Memorial High School
Ethan Creo Ethan Creo's Guzman & Company Experience May 2015 - Present
Job Investment Banking Analyst at Guzman & Company
Industry Financial Services
Experience
Guzman & Company May 2015 - Present
PNC June 2014 - August 2014
Rodella Law LLC May 2013 - August 2013
Fox Chapel Racquet Club June 2011 - August 2013
B & V Staffing May 2012 - August 2012
Skills
Management, Sports, Sales, Financial Analysis, Data Analysis, Treasury Management, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
University of Miami 2011 — 2015
Bachelor of Business Administration (BBA), Finance; Accounting; Marketing
Universidad Carlos III de Madrid 2013 — 2013
Guzman & Company May 2015 - Present
PNC June 2014 - August 2014
Rodella Law LLC May 2013 - August 2013
Fox Chapel Racquet Club June 2011 - August 2013
B & V Staffing May 2012 - August 2012
Skills
Management, Sports, Sales, Financial Analysis, Data Analysis, Treasury Management, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
University of Miami 2011 — 2015
Bachelor of Business Administration (BBA), Finance; Accounting; Marketing
Universidad Carlos III de Madrid 2013 — 2013
Pete Bazylewicz Pete Bazylewicz's Guzman & Company Experience July 2014 - Present
Job Director of Business Development at Guzman & Company
Industry Investment Management
Experience
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Helena Ely's Guzman & Company Experience August 2010 - July 2012
Job Financial Services
Industry Financial Services
Experience
Blaze Componentes January 2013 - June 2014
Guzman & Company August 2010 - July 2012
Dragon Financial Services April 2008 - November 2008
BinsEly Design January 2001 - March 2008
Itau-Unibanco March 1995 - March 2000
Skills
Portfolio Management, Investments, Finance, Business Planning, Trading, Business Strategy, Strategic Planning, Cash Flow, Management, Marketing, Financial Risk, Equities, Financial Markets, Analysis, Fixed Income, Banking, Accounting, Budgets, Credit, Tax
Education
DeVry University
Bachelor of Science, Management
College of San Mateo
Association of Arts, Business Administration
Fargs-RS-Brazil
International Business
Universidade Federal do Rio Grande do Sul
Social Communication - Journalism
Blaze Componentes January 2013 - June 2014
Guzman & Company August 2010 - July 2012
Dragon Financial Services April 2008 - November 2008
BinsEly Design January 2001 - March 2008
Itau-Unibanco March 1995 - March 2000
Skills
Portfolio Management, Investments, Finance, Business Planning, Trading, Business Strategy, Strategic Planning, Cash Flow, Management, Marketing, Financial Risk, Equities, Financial Markets, Analysis, Fixed Income, Banking, Accounting, Budgets, Credit, Tax
Education
DeVry University
Bachelor of Science, Management
College of San Mateo
Association of Arts, Business Administration
Fargs-RS-Brazil
International Business
Universidade Federal do Rio Grande do Sul
Social Communication - Journalism
Andrew Buchner's Guzman & Company Experience April 1999 - Present
Job Vice President at Guzman & Company
Industry Financial Services
Experience
Guzman & Company April 1999 - Present
Northern Trust Global Investments April 1992 - April 1999
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Series 7, Hedge Funds, Capital Markets, Series 63, Bloomberg, Alternative Investments, Trading, Electronic Trading, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Institute for European Studies, Vienna Austria
Guzman & Company April 1999 - Present
Northern Trust Global Investments April 1992 - April 1999
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Series 7, Hedge Funds, Capital Markets, Series 63, Bloomberg, Alternative Investments, Trading, Electronic Trading, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Institute for European Studies, Vienna Austria
Bettina Gensollen-Munoz PHR, LMHC's Guzman & Company Experience February 2015 — Present
Job Director of Human Resources
Industry Human Resources
Experience
Guzman & Company February 2015 — Present
Mallah Furman January 2014 — January 2015
GroupM November 2012 — October 2013
ICG June 2006 — November 2012
Catholic Charities of the Archdiocese of Miami, Inc. 2004 — 2006
Catholic Charities of the Archdiocese of Miami, Inc. 2000 — June 2004
Douglas Gardens Community Mental Health Center 1996 — 1999
Skills
Organizational..., Strategic Planning, Employee Relations, Policy, Performance Management, Coaching, Team Building, Leadership Development, Problem Solving, Mentoring, Administration, Staff Development, Employee Engagement, Process Improvement, Non-profits, Benefits, Counseling, Interviewing, Risk Management, Team Leadership, Employee Benefits, Human Resources, Personnel Management, Training, Recruiting, Deferred Compensation, Benefits Administration, Leadership, Interviews, Talent Management, Nonprofits, Psychotherapy
Education
University of Miami 1994 — 1997
M.S. Ed., Counseling
The Johns Hopkins University 1990 — 1994
BA, Psychology
St. John's School 1986 — 1990
High School
Guzman & Company February 2015 — Present
Mallah Furman January 2014 — January 2015
GroupM November 2012 — October 2013
ICG June 2006 — November 2012
Catholic Charities of the Archdiocese of Miami, Inc. 2004 — 2006
Catholic Charities of the Archdiocese of Miami, Inc. 2000 — June 2004
Douglas Gardens Community Mental Health Center 1996 — 1999
Skills
Organizational..., Strategic Planning, Employee Relations, Policy, Performance Management, Coaching, Team Building, Leadership Development, Problem Solving, Mentoring, Administration, Staff Development, Employee Engagement, Process Improvement, Non-profits, Benefits, Counseling, Interviewing, Risk Management, Team Leadership, Employee Benefits, Human Resources, Personnel Management, Training, Recruiting, Deferred Compensation, Benefits Administration, Leadership, Interviews, Talent Management, Nonprofits, Psychotherapy
Education
University of Miami 1994 — 1997
M.S. Ed., Counseling
The Johns Hopkins University 1990 — 1994
BA, Psychology
St. John's School 1986 — 1990
High School
Jake Balzer CFA's Guzman & Company Experience August 2004 - August 2007
Job
Industry Recreational Facilities and Services
Experience
Guzman & Company August 2004 - August 2007
Edward Jones June 1997 - August 2004
U.S. Marine Corps August 1987 - September 1992
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Portfolio Management, Equity Research, Wealth Management, Asset Managment, Securities, Bloomberg, Financial Markets, Valuation, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance
University of Texas at Austin 1993 — 1997
BA, Economics, Business
•U.S. Marine Corps Non-Commissioned Officer Leadership Academy 1990 — 1990
NCO Leadership
Defense Information School 1988 — 1988
Basic Journalist Course
Guzman & Company August 2004 - August 2007
Edward Jones June 1997 - August 2004
U.S. Marine Corps August 1987 - September 1992
Skills
Asset Allocation, Investments, Mutual Funds, Equities, Investment Advisory, Series 7, Portfolio Management, Equity Research, Wealth Management, Asset Managment, Securities, Bloomberg, Financial Markets, Valuation, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance
University of Texas at Austin 1993 — 1997
BA, Economics, Business
•U.S. Marine Corps Non-Commissioned Officer Leadership Academy 1990 — 1990
NCO Leadership
Defense Information School 1988 — 1988
Basic Journalist Course
Carolina E Rodriguez's Guzman & Company Experience July 1999 - March 2012
Job Retail Pharmacy and Hearing aid Dispenser
Industry Hospital & Health Care
Experience
Guzman & Company July 1999 - March 2012
Security Traders Association of Florida 2004 - 2007
Skills
Securities, Equities, Trading, Series 7, Investments, Fixed Income
Education
University of Miami 1996 — 1999
School for Advanced Studies 1994 — 1996
Guzman & Company July 1999 - March 2012
Security Traders Association of Florida 2004 - 2007
Skills
Securities, Equities, Trading, Series 7, Investments, Fixed Income
Education
University of Miami 1996 — 1999
School for Advanced Studies 1994 — 1996
Bill Robertson`'s Guzman & Company Experience April 1998 - Present
Job MgrDebt Capital Markets at Guzman & Company
Industry Investment Banking
Experience
Guzman & Company April 1998 - Present
HSBC January 1989 - May 1994
HSBC Securities, Inc 1988 - 1994
Skills
syndicate head, Fixed Income Trading, Fixed Income Research, Market Risk, Alternative Investments, Asset Management, Trading, Capital Markets, Investment Banking, Financial Markets, MBS, Equities, Bonds, Interest Rate..., Portfolio Management, Fixed Income, Securities, Fixed Income Analysis, Derivatives, Investments, Options, Equity Research, Series 7, Bloomberg, Hedge Funds, Series 63
Education
GSB Stanford 1992 — 1993
exec MBA, business
Université Paris-Sorbonne 1971 — 1974
Bachelor's degree, French Language and Literature
Université Paris-Sorbonne 1971 — 1974
Bachelor of Arts (B.A.), French Studies
Université Paris Sorbonne (Paris IV)
Bachelor's degree, French Lit
Guzman & Company April 1998 - Present
HSBC January 1989 - May 1994
HSBC Securities, Inc 1988 - 1994
Skills
syndicate head, Fixed Income Trading, Fixed Income Research, Market Risk, Alternative Investments, Asset Management, Trading, Capital Markets, Investment Banking, Financial Markets, MBS, Equities, Bonds, Interest Rate..., Portfolio Management, Fixed Income, Securities, Fixed Income Analysis, Derivatives, Investments, Options, Equity Research, Series 7, Bloomberg, Hedge Funds, Series 63
Education
GSB Stanford 1992 — 1993
exec MBA, business
Université Paris-Sorbonne 1971 — 1974
Bachelor's degree, French Language and Literature
Université Paris-Sorbonne 1971 — 1974
Bachelor of Arts (B.A.), French Studies
Université Paris Sorbonne (Paris IV)
Bachelor's degree, French Lit
Douglas S Gasher's Guzman & Company Experience December 2010 - September 2013
Job Vice President, Institutional Fixed Income at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
Roy D. Mansell's Guzman & Company Experience April 2005 - May 2012
Job Managing Director at Agra Risk Solutions, Inc.
Industry Investment Banking
Experience
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
William Kirincich's Guzman & Company Experience October 2004 - February 2005
Job individual investor
Industry Financial Services
Experience
Guzman & Company October 2004 - February 2005
Sharpe Capital 1995 - 2000
Hill Thompson Magid and company 1990 - 1995
Integrated Resources 1988 - 1990
Skills
Trading, Securities, Equities, Asset Allocation, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Derivatives, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Series 63, Series 7, Trading Systems
Education
NYU 1982 — 1984
MA program, International Economics
SUNY at Old Westbury 1974 — 1978
Bachelor of Arts (BA), Politics Economics
Guzman & Company October 2004 - February 2005
Sharpe Capital 1995 - 2000
Hill Thompson Magid and company 1990 - 1995
Integrated Resources 1988 - 1990
Skills
Trading, Securities, Equities, Asset Allocation, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Derivatives, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Series 63, Series 7, Trading Systems
Education
NYU 1982 — 1984
MA program, International Economics
SUNY at Old Westbury 1974 — 1978
Bachelor of Arts (BA), Politics Economics
Michael Covert's Guzman & Company Experience 2009 - 2013
Job Senior VP, Broker Relations and Inventory Management
Industry Real Estate
Experience
eReal Estate Holdings, LLC December 2014 - Present
Guzman & Company 2009 - 2013
PIMCO 2006 - 2008
Education
Stanford University 1992 — 1996
BA
eReal Estate Holdings, LLC December 2014 - Present
Guzman & Company 2009 - 2013
PIMCO 2006 - 2008
Education
Stanford University 1992 — 1996
BA
Manlai Liang's Guzman & Company Experience November 2014 - Present
Job Quantitative Developer
Industry Financial Services
Experience
Guzman & Company November 2014 - Present
Doty Scientific December 2013 - November 2014
University of South Carolina September 2008 - November 2013
Skills
Data Structures, Algorithms, Software development,..., Statistics, Statistical..., Databases, Java, R, VBA, SQL, WSDL, XML Schema, Backtesting, Monte Carlo Simulation, Market Data
Education
University of South Carolina-Columbia 2008 — 2013
Doctor of Philosophy (PhD), Engineering Physics/Applied Physics
University of Science and Technology of China 2004 — 2008
Bachelor of Science (BS), Engineering Physics/Applied Physics
Guzman & Company November 2014 - Present
Doty Scientific December 2013 - November 2014
University of South Carolina September 2008 - November 2013
Skills
Data Structures, Algorithms, Software development,..., Statistics, Statistical..., Databases, Java, R, VBA, SQL, WSDL, XML Schema, Backtesting, Monte Carlo Simulation, Market Data
Education
University of South Carolina-Columbia 2008 — 2013
Doctor of Philosophy (PhD), Engineering Physics/Applied Physics
University of Science and Technology of China 2004 — 2008
Bachelor of Science (BS), Engineering Physics/Applied Physics