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Kevin Guzman

Kevin Guzman

Municipal Bond Underwriting Intern

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location of Kevin GuzmanSan Francisco Bay Area

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  • Timeline

  • About me

    Vice President | Regional Director at Goldman Sachs

  • Education

    • Monte Vista High School

      1994 - 1998

    • California Polytechnic State University-San Luis Obispo

      1998 - 2002
      Bachelor of Science Business Administration; Finance

    • University of Notre Dame - Mendoza College of Business

      2010 - 2011
      MBA Finance

      Activities and Societies: Applied Investment Management (AIM) XXXII - Spring 2011

    • Saint Mary's College of California

      2005 - 2006
      M.S. in Financial Analysis and Investment Management

  • Experience

    • IBIS Securities LLC

      Jun 2001 - Sept 2001
      Municipal Bond Underwriting Intern

    • Pacific Exchange, Inc

      Nov 2002 - Sept 2004
      Options Surveillance Analyst

    • Barclays Global Investors

      Sept 2004 - Sept 2009

      • Portfolio Manager

        Jun 2006 - Sept 2009

      • Securities Lending Product Services Associate

        Sept 2004 - Jun 2006

    • University of Notre Dame Endowment

      Sept 2010 - May 2011
      Equity Analyst

    • Mellon Capital Management

      Jul 2011 - Jul 2018
      Equity Portfolio Manager

    • BlackRock

      Jul 2018 - Feb 2025
      Vice President | Portfolio Solutions

    • Goldman Sachs

      Feb 2025 - now
      Vice President | Regional Director

  • Licenses & Certifications

    • Series 66 - Uniform Combined State Law Examination

      FINRA
      Jan 2019

    • Series 7 - General Securities Representative Examination

      Financial Industry Regulatory Authority (FINRA)
      Sept 2018