
Francisco Marco
Sales

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About me
CFA Level III candidate
Education

IEB
2017 - 2017Curso de especialista en gestión de carteras Accounting and Finance
Universidad de Murcia
2004 - 2005Técnico en Comercio y Marketing Marketing 6,4
Universidad de Murcia
2012 - 2016Grado en economía Economía 6.59
Universidad de Murcia
2016 - 2017Master universitario en finanzas Finance, General 8,9
University of Cambridge
2014 - 2014First certificate in english First Certificate In English
Experience

Ofimática Yecla S.L.
Mar 2006 - Dec 2006SalesOfimatica Yecla is an IT company. My tasks were:Selling internet services and IT systems

Colchones Gomarco S.L.
Jan 2007 - Mar 2007SalesGomarco is an international mattress company. My tasks were:Sales Manager for Alicante provinceSales events assistanceProduction related labors

Tapizados Franpol
May 2007 - Feb 2008Sales ManagerTapizados Franpol is an upholstery company. My tasks were:Sales ManagerProduction related laborsProductivity improvement

Tapizados Confort Vilomar S.L.
Mar 2008 - Aug 2008Sales ManagerTapizados Confort Vilomar is an upholstery company. My tasks were:Sales ManagerProduction related laborsSales events assistance

Diamobel S.L.
Oct 2008 - Nov 2008Sales Coordinator South AreaDiamobel is a fournitoure retailer. My tasks were:Responsible for South of Spain salesProduction related labors

Illán Asesoría
Mar 2016 - Jun 2016InternshipAuxiliary tasks related to accounting and taxation

Noved
Jul 2016 - Nov 2016Azafato
Economipedia
Sept 2016 - nowEditorContent development concerning financial markets, stocks and economics

Leal & Asociados
Jan 2017 - Mar 2017InternshipAuxiliary tasks related to accounting and taxation

Aspain 11 Asesores Financieros EAFI
Nov 2017 - Apr 2018Financial AnalystAspain11 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 2020Portfolio ManagerACCI 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 - nowActive Investments Services Active Investments Services
Active Advisor || VP
Feb 2024 - nowActive Advisor || Associate
Jul 2020 - Feb 2024
Licenses & Certifications

CFA Level III passed
CFA InstituteNov 2021
CFA Charterholder
CFA InstituteFeb 2022- View certificate

CFA Level II passed
CFA InstituteMay 2019 - View certificate

CFA Level I passed
CFA InstituteDec 2017
Languages
- esEspañol
- inInglés
- frFrancés
- poPortugués
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