Marco Guzman
El Paso,TX
Overview
7
7
years of professional experience
Work History
Financial Advisor
Capital Strategies Investment Group
El Paso, TX
10.2025 - Current
- Developed tailored financial plans based on clients' goals and risk tolerance.
- Conducted in-depth market analysis to identify investment opportunities and trends.
- Collaborated with clients to assess financial health and recommend suitable products.
- Educated clients on various investment strategies and portfolio management techniques.
- Monitored client portfolios, providing strategic adjustments as market conditions evolved.
Team Member
Target
El Paso, TX
10.2023 - Current
- Assisted in maintaining accurate stock levels and organized merchandise displays.
- Collaborated with team members to enhance customer service experiences and resolve inquiries.
- Trained new employees on operational procedures and store policies for seamless onboarding.
- Executed daily inventory management tasks, ensuring product availability and accuracy.
- Increased customer satisfaction with prompt and accurate responses to inquiries, addressing concerns, and resolving issues.
Manager
Chuze Fitness
11.2022 - 09.2023
- Built, managed, and developed a diverse team comprised of multiple personnel, provided coaching and mentorship, conducted performance evaluations, and established inclusive work cultures.
- Assisted in the recruitment, onboarding, and supervision of new team members, fostering a productive and positive team environment.
- Created and rolled out schedules up to two weeks in advance for employees via ADP.
- Maintained and organized drinks and successfully kept inventory counts by the end of the month.
- Maintained knowledge of current promotions, exchanged guidelines, payment policies and security practices.
- Maintained a clean and presentable facility to offer the best customer service to members.
Manager
EP Fitness
07.2020 - 10.2022
- Assisted in the recruitment, onboarding, and supervision of new team members, fostering a productive and positive team environment.
- Conducted regular sales meetings to review performance, set goals, and refine sales tactics to drive revenue growth.
- Built and maintained strong relationships with gym members, addressing their needs and concerns promptly, resulting in a high customer retention rate.
- Conducted performance evaluations and offered coaching and mentorship to team members to enhance their skills and drive better results.
Customer Service Representative
Butterfield Trail Golf Course
08.2019 - 03.2020
- Provided exceptional customer service to golf course members and guests, ensuring a positive and memorable experience.
- Assisted golfers by cleaning and maintaining their clubs, promoting a high level of customer satisfaction and convenience.
- Expertly organized golf carts for tournaments, including checking equipment, stocking supplies, and coordinating with others to ensure smooth and efficient event operations.
- Maintained the cleanliness and organization of the practice area, including driving ranges and putting greens, creating an optimal environment for golfers to hone their skills.
- Assisted with administrative tasks such as tee time reservations, event registration, and fee collection, contributing to efficient daily operations.
Education
Masters of Business Administration (MBA) -
The University of Texas At El Paso
El Paso, TX12-2021
Bachelors of Business Administration (BBA) -
The University of Texas At El Paso
El Paso, TX12-2021
Licenses
- Life and Health
- Series 7
- Series 66
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Advisor
Capital Strategies Investment Group
10.2025 - Current
Team Member
Target
10.2023 - Current
Manager
Chuze Fitness
11.2022 - 09.2023
Manager
EP Fitness
07.2020 - 10.2022
Customer Service Representative
Butterfield Trail Golf Course
08.2019 - 03.2020
Masters of Business Administration (MBA) -
The University of Texas At El Paso
Bachelors of Business Administration (BBA) -
The University of Texas At El Paso