In 2019, he joined Banca March's Wealth Banking Expansion Team, as a director, where he once was in charge of financial, wealth and tax advice for clients from \u20ac2M.<\/p>\n\n\n\n
In 2015, he joined UBS Europe as Director of Private Banking in Malaga, where he spent 3 years performing the tasks of Acquisition, Advice and Management of clients' financial assets.<\/p>\n\n\n\n
He began his professional career in 2005 at Morgan Stanley SGIIC in the Middle Office department. Three years later, in 2008, he joined Credit-Suisse Spain-Private Banking, first in the Treasury Private Banking department in Madrid, developing the work of advisory services for equities, fixed income, derivatives, structured products and currency and, in 2012, he became Relationship Manager in Private Banking, a position in which he developed the functions of client acquisition and advice (portfolio of 150 M\u20ac).<\/p>\n\n\n\n
He holds a degree in Business Administration and Management from CEU, a Master's degree in Stock Exchange and Financial Markets from IEB and an EFA (European Financial Advisor) license from the European Financial Planning Association (EFPA). Degree in Endowment Management from IESE (2002).<\/p>","protected":false},"featured_media":1340,"menu_order":12,"template":"","meta":{"_acf_changed":false},"categories":[18],"tags":[],"class_list":["post-1338","equipo_ws","type-equipo_ws","status-publish","has-post-thumbnail","hentry","category-asesores-patrimoniales"],"acf":[],"yoast_head":"\n