Joel Guzman

Joel Guzman is a Data Operations Analyst at Addepar, with a robust background in data management and risk control acquired during tenure at Goldman Sachs as an Associate and Senior Analyst in Private Wealth Management (PWM). Notable achievements include managing asset transfers exceeding $25 million and leading strategic projects to improve processing efficiency. Guzman holds a Bachelor's degree in Economics from UCLA and has completed a firm-sponsored data school, gaining expertise in data visualization, SQL, and Alteryx. Previous experience includes financial analysis roles at Morgan Stanley Wealth Management and summer internships at Goldman Sachs, demonstrating a consistent commitment to enhancing operational efficiency and risk mitigation.