AeroLeads people directory · profile
Joel Guzman Email & Phone Number
UBS Bank USA - Business Change and Process Analyst
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
UBS Bank USA - Business Change and Process Analyst
Location
Jersey City, New Jersey, United States
Company size
Who is Joel Guzman? Overview
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Quick answer
Joel Guzman is listed as UBS Bank USA - Business Change and Process Analyst at UBS, a company with 28 employees, based in Jersey City, New Jersey, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Joel Guzman.
Joel Guzman previously worked as Global Wealth Management GTP Analyst at Ubs and Global Wealth Management Intern at Ubs. Joel Guzman holds Bachelor Of Science - Bs, Finance And Economics from Rutgers Business School.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Joel Guzman. Compare company email patterns before reaching out.
Profile bio
About Joel Guzman
As a Global Wealth Management GTP Analyst at UBS, I cultivated a passion for the financial services industry and a deep desire to learn as much as possible. With UBS, I have completed rotations through their National Sales, Markets, Banking, Private Wealth, Tech, and Corporate Advisory arms. With each team, I have driven significant improvements to business process efficiency and the bottom line. All the while, gaining exposure to different alternative investment, equity, and fixed income products.“You will have setbacks and adversity in life. You can be discouraged about it or have courage to get through it and be better.” - Austin Seferian-Jenkins
Listed skills include Public Speaking, Teamwork, Time Management, Leadership, and 6 others.
Current workplace
Joel Guzman's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
9 roles
Joel Guzman work experience
A career timeline built from the work history available for this profile.
Ubs Bank Usa - Business Change And Process Analyst
Current
Sep 2024 - Present
Global Wealth Management Gtp Analyst
- National Sales Strategy (Sept. ‘22 - Jan. ‘23)
- Produced Alternative Investments Monthly Reporting for all Wealth, and Private Wealth, Management at UBS.
- Created client presentations utilizing 10-K and 10-Q SEC Filings.
- Managed Equity Advisory Group (EAG) Trading Campaign process.
- Banking: Deposits and Cash Management (Jan. ‘23 - May ‘23) *Covered March 2023 US Banking Crisis*
- Handled over 500+ deposit sales desk calls.
Aug 2022 - Sep 2024
Global Wealth Management Intern
- Fixed Income Sales - Middle Markets
- Learned Macro creation and VBA to simplify Tableau data pulls.
- Wrote white paper explaining the use of Blockchain implementation to facilitate onerous client onboarding processes and client data reconciliation.
- Fully Virtual 2021 Summer Internship.
Jun 2021 - Aug 2021
Latam - Global Merchant Services (Gms) Intern
- Partnered with the Marketing Team to understand the current Calls strategy.
- Obtained 2019 Calls data.
- Defined what metrics are required in order to evaluate the effectiveness of Calls.
- Extracted the data using SQL coding.
- Completed data analysis and presented to SVP leadership.
- Handed off to other regions to replicate the analysis.
Jul 2020 - Aug 2020
Team Leader
Aug 2019 - Apr 2020
Citi Early Id Leadership Program Participant
Track: Citi’s Institutional Clients Group (ICG) Private BankA selective 5-week program, focused on mentoring diverse college sophomores to get to know Citi and gain technical knowledge. I participated in a robust technical training curriculum with weekly calls with an assigned industry mentor, in addition to attending training webinars focused on topics.
Feb 2020 - Feb 2020
Guest Engagement Specialist
Jun 2019 - Aug 2019
Computer Sales Associate
Sep 2018 - Apr 2019
2 education records
Joel Guzman education
Bachelor Of Science - Bs, Finance And Economics
Rutgers Business School
High School Diploma
Dr. Ronald E. Mcnair Academic High School
FAQ
Frequently asked questions about Joel Guzman
Quick answers generated from the profile data available on this page.
What company does Joel Guzman work for?
Joel Guzman works for UBS.
What is Joel Guzman's role at UBS?
Joel Guzman is listed as UBS Bank USA - Business Change and Process Analyst at UBS.
What is Joel Guzman's email address?
AeroLeads has found 1 work email signal at @ubs.com for Joel Guzman at UBS.
Where is Joel Guzman based?
Joel Guzman is based in Jersey City, New Jersey, United States while working with UBS.
What companies has Joel Guzman worked for?
Joel Guzman has worked for Ubs, American Express, Americorps, Citi, and Liberty Science Center.
Who are Joel Guzman's colleagues at UBS?
Joel Guzman's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Joel Guzman?
You can use AeroLeads to view verified contact signals for Joel Guzman at UBS, including work email, phone, and LinkedIn data when available.
What schools did Joel Guzman attend?
Joel Guzman holds Bachelor Of Science - Bs, Finance And Economics from Rutgers Business School.
What skills is Joel Guzman known for?
Joel Guzman is listed with skills including Public Speaking, Teamwork, Time Management, Leadership, Microsoft Office, Editing, Html5, and Css.
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