Francisco Marco

Francisco Marco

Sales

Followers of Francisco Marco2000 followers
location of Francisco MarcoGeneva, Geneva, Switzerland

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  • Timeline

  • About me

    CFA Level III candidate

  • Education

    • IEB

      2017 - 2017
      Curso de especialista en gestión de carteras Accounting and Finance
    • Universidad de Murcia

      2004 - 2005
      Técnico en Comercio y Marketing Marketing 6,4
    • Universidad de Murcia

      2012 - 2016
      Grado en economía Economía 6.59
    • Universidad de Murcia

      2016 - 2017
      Master universitario en finanzas Finance, General 8,9
    • University of Cambridge

      2014 - 2014
      First certificate in english First Certificate In English
  • Experience

    • Ofimática Yecla S.L.

      Mar 2006 - Dec 2006
      Sales

      Ofimatica Yecla is an IT company. My tasks were:Selling internet services and IT systems

    • Colchones Gomarco S.L.

      Jan 2007 - Mar 2007
      Sales

      Gomarco is an international mattress company. My tasks were:Sales Manager for Alicante provinceSales events assistanceProduction related labors

    • Tapizados Franpol

      May 2007 - Feb 2008
      Sales Manager

      Tapizados Franpol is an upholstery company. My tasks were:Sales ManagerProduction related laborsProductivity improvement

    • Tapizados Confort Vilomar S.L.

      Mar 2008 - Aug 2008
      Sales Manager

      Tapizados Confort Vilomar is an upholstery company. My tasks were:Sales ManagerProduction related laborsSales events assistance

    • Diamobel S.L.

      Oct 2008 - Nov 2008
      Sales Coordinator South Area

      Diamobel is a fournitoure retailer. My tasks were:Responsible for South of Spain salesProduction related labors

    • Illán Asesoría

      Mar 2016 - Jun 2016
      Internship

      Auxiliary tasks related to accounting and taxation

    • Noved

      Jul 2016 - Nov 2016
      Azafato
    • Economipedia

      Sept 2016 - now
      Editor

      Content development concerning financial markets, stocks and economics

    • Leal & Asociados

      Jan 2017 - Mar 2017
      Internship

      Auxiliary tasks related to accounting and taxation

    • Aspain 11 Asesores Financieros EAFI

      Nov 2017 - Apr 2018
      Financial Analyst

      Aspain11 Asesores Financieros, S.L. provides investment services to clients in Spain. Reporting directly to the company's partner, my main tasks were the following:Global wealth analysis of customersEstablishment of action plans for family office clientsAnalysis of real estate portfolioManagement and negotiation of real estate operationsSupport in the analysis and selection of securities for three investment funds

    • ACCI Capital Investments, SGIIC S.A.

      Apr 2018 - Jun 2020
      Portfolio Manager

      ACCI Capital Investments is an investment services company with an international profile that provides services to ultra-high-networth individuals in Latin America. Reporting directly to the partners (former private bankers of JP Morgan, UBS and Santander among others), my main duties are the following:Analysis and security pickingPreparation of investment recommendations Trading and best execution for wealth management clients (approximately 270 USD Mio AuM) Co Fund Manager of three investment funds and a hedge fund (approximately USD 70 million) Coordination of biweekly calls with the manager of the Hedge Fund Due diligence and business valuationIt is worth noting the enormous effort and collaboration to bring the company from 90 USD Mio to 340 USD Mio in just over a year Show less

    • Santander Private Banking International

      Jul 2020 - now

      Active Investments Services Active Investments Services

      • Active Advisor || VP

        Feb 2024 - now
      • Active Advisor || Associate

        Jul 2020 - Feb 2024
  • Licenses & Certifications

    • CFA Level III passed

      CFA Institute
      Nov 2021
    • CFA Charterholder

      CFA Institute
      Feb 2022
    • CFA Level II passed

      CFA Institute
      May 2019
      View certificate certificate
    • CFA Level I passed

      CFA Institute
      Dec 2017
      View certificate certificate