William Guzman

William Guzman

Junior Analyst @ Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)

About

As a first-generation American and the first in my family to attend college, I’m driven by the opportunity to build a legacy through education, hard work, and curiosity. I’m currently pursuing a B.S. in Finance at San José State University, where I’ve developed a strong foundation in valuation, financial modeling, and strategic decision-making. I serve as an Equity Analyst for the Spartan Fund, focusing on the Healthcare sector, where I use multiple valuation techniques — including DCF, comparable company, and ratio analysis — to recommend buy, sell, or hold positions within our portfolio. Beyond investments, I’m a Founding Board Member of the Spartan Real Estate Association, helping connect students with professionals across commercial, residential, and investment real estate. I also stay active in the Banking and Investment Association. I’m passionate about learning, teamwork, and continuous growth. My strengths include Excel modeling, valuation analysis, and interpersonal communication, which I apply both in academic settings and professional collaborations.

Country

United States

City

Pittsburg

Industry

Real Estate

Skill

DCF Valuation, Financial Analysis, Portfolio Management, Microsoft Office, Marketing Strategy, Digital Marketing, Marketing, Project Management, Microsoft Excel, Customer Service, Bartending, Pre-Algebra

Experience

Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)

Junior Analyst

Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)

LinkedIn
2025-8 - Present · 1 yr 2 mos

San Jose, California, United States

As part of the Health Care sector team, I analyze and value companies within the S&P 500 using multiple valuation techniques — including DCF, comparable company, and ratio analysis — to determine buy, sell, or hold recommendations for our portfolio.

Spartan Real Estate Association

Founding Board Member

Spartan Real Estate Association

LinkedIn
2025-8 - Present · 1 yr 2 mos

San Jose, California, United States

Founding Board Member of the Spartan Real Estate Association (SREA) at San José State University. Help build and grow a student organization dedicated to connecting students with real estate professionals through networking events, speaker panels, and career development opportunities across commercial, residential, and investment sectors.

Realty ONE Group

Real Estate Agent

Realty ONE Group

LinkedIn
2024-9 - Present · 2 yrs 1 mo

Walnut Creek, California, United States

Soleadad LLC

Marketing

Soleadad LLC

2022-4 - 2025-10 · 3 yrs 7 mos

Concord, California, United States

Created a website and introduced a new POS while implementing online ordering in a cost effective way.

Bacchus Management Group

Bartender

Bacchus Management Group

LinkedIn
2023-9 - 2024-8 · 1 yr

Lafayette, California, United States

Education

San José State University

San José State University

LinkedIn

Accounting and Finance

2024-8 - 2026-5 · 1 yr 10 mos
Los Medanos College

Los Medanos College

LinkedIn

Business Administration and Management, General

2021-9 - 2023-5 · 1 yr 9 mos

William Guzman's Contact Information

Email

******@***.com

Phone

(**) *** ****

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