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Guillermo Vega-Penichet Fierro, MFIA

Guillermo Vega-Penichet Fierro, MFIA

Summer Intern

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  • Timeline

  • About me

    Alternative Investments Product Specialist

  • Education

    • Instituto BME

      2015 - 2016
      Master in Financial Markets and Alternative Investments (mFIA) Top 3

    • Colegio Universitario de Estudios Financieros

      2007 - 2012
      Bilingual Business Administration Finance and Accounting Top 5%

      Bilingual Business Administration. Specialized in Finance and Accounting. Academic Excellency Scholarship received in 2009, 2010, 2011 and 2012. Ranking Top 5%.

    • Regent's University London

      2010 - 2010

  • Experience

    • Altamar Capital Partners

      Jul 2011 - Sept 2011
      Summer Intern

      Private Equity Fund of Funds. Participation in the Research and Investment of International Private Equity Funds

    • Artá Capital

      Jun 2012 - Aug 2012
      Summer Intern

      Private Equity Growth Fund. Participation in the Research and Investment of Spanish mid-cap companies

    • UBS

      Sept 2012 - Jun 2022

      Drive Wealth Management (WM) sales strategies, projects, processes, and initiatives.Increase client engagement through target delivery of relevant ideas, set consistent investment agenda to ensure the UBS CIO House View is implemented and orchestrate product specialists to intelligently deliver Products and Services that are relevant to Client portfolios and Desk book priorities Giving advice to client advisors for UBS and third party funds. Participating in the implementation of UBS advisory fund templates, our lead offering covering all asset classes and preparing portfolio proposals to clients. Support Ultra High Net Worth Client Advisors in establishing and documenting action plans for top opportunities and prospecting. Pursue excellence in client servicing

      • Sales Manager Wealth Management Spain

        Jan 2018 - Jun 2022

      • Investment fund specialist

        May 2014 - Dec 2017

      • UHNW Analyst

        Sept 2012 - Apr 2014

    • Santander Private Banking España

      Jul 2022 - now
      Alternative Investments Product Specialist

  • Licenses & Certifications

    • MFIA

      BME (Bolsas y Mercados Españoles)
      Jul 2016
      View certificate certificate

    • Licencia de Operador SIBE

      BME, Spanish stock market trading license
      Jul 2015