Santiago Daniel O'Davoren, MBA, CFA, CESGA, CAIA

Experience

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  Self employed

  Jan 1987 - Jan 1992

  Freelance

  Part-time PC analyst and programmer for small companies

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  BBVA

  Jan 1995 - Jul 2000

  Fund Manager

  Management of €3,000 million in balanced funds and Spanish and European stocks funds, exceeding profitability targets. Modernisation, standardisation and digitalisation of investment processes.

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  Deutsche Bank

  Jul 2000 - Mar 2023

  Head of Investment Products

  ■ Managing the range of investment products and services offering, pre- and post-sales support and the design of advisory models, where Deutsche Bank is recognised as a national leader for the sophistication and innovation of its offering. Designing and adapting distribution processes to comply with new regulations (MiFID, ESG). Leading cross-functional transformation projects. Coordinate the investment solutions offering. Digitalisation and automa-tion of processes, tools and proof of concepts.■ Responsibility for assets of €13,000 million, €100 million in revenues (30% of DB Spain's revenues) through a net-work of 125 offices, 70 private banking advisors, 50 wealth bankers and the network of financial agents. Direction of a direct team of 20 people, in addition to the multi-disciplinary teams for CNMV inspections.■ Achievements: our department played a decisive role in the bank being recognised as the leading service quality provider in Spain since 2004 (source: Stiga). Actualidad Económica award in 2007 for being a leading provider of investment services. Launch of an open architecture of investment funds, the first of its kind in Spain, with annual growth in assets and revenues of more than 7%.2018-2023 Coordination of products and services. Offering Management. Design of the distribution model.2010-2018 Regulation. Digitalization of sales processes. Governance of Products and Services. 2004-2010 Head of Investment Products (funds, structured products, bonds, alternative investments).2000-2004 Responsible for customer advice and training of bankers, advisors and commercial network. Show less

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  Crescenta

  Jun 2023 - Oct 2023

  External Consultant

  Advised a start-up with the creation of a Private Equity distribution platform for retail clients. Designed the adviso-ry model for Private Equity portfolios and Private Markets.