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Sergi Rodríguez

Sergi Rodríguez

Team Leader of Public Relations

Followers of Sergi Rodríguez381 followers
location of Sergi RodríguezBarcelona, Catalonia, Spain

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  • Timeline

  • About me

    Private Bank Manager | Master's degree in Advanced Financial Advisory Private banker

  • Education

    • UPF Barcelona School of Management

      2022 - 2023
      Master’s Degree in Advanced Financial Advisory Private Bank Banking, Corporate, Finance, and Securities Law

      Posgrado Asesoramiento Financiero Superior

    • Universitat de Barcelona

      2017 - 2018
      Postgraduate Degree in Insurance Management for Business Professional Banking and Financial Support Services

    • UPF Barcelona School of Management

      2022 - 2023
      Master’s Degree in Savings and Financial Planning Banking, Corporate, Finance, and Securities Law

    • Universitat Pompeu Fabra - Barcelona

      2018 - 2019
      Master’s Degree in Financial Information and Advisory

    • Universitat de Barcelona

      2011 - 2014
      Bachelor's Degree in Business Administration and Management (BBA)

  • Experience

    • Maybe Barcelona

      Sept 2012 - Feb 2015
      Team Leader of Public Relations

      Planning, organizing, and promoting events. Handling on-site public relations. Leading the promotion team.

    • CaixaBank

      Sept 2014 - Apr 2024

      Tailored financial advisory. Client portfolio management. Marketing of equity and fixed-income investment products, savings insurance, unit-linked plans, funds, and portfolios. "Consultant for self-employed individuals, freelancers, businesses, and SMEs. Client portfolio management. Marketing and advisory services for credits, loans, mortgages, credit accounts, risk lines, commercial discount, renting, leasing, confirming, and factoring. Promotion of life insurance and other coverage options for individuals and legal entities. Acquisition of new clients." Providing guidance to individual clients on passive products, investment funds, pension plans, and savings insurance. Marketing life insurance and other coverage options. Promoting credit cards, loans, and mortgages. Handling issue resolutions.

      • Premier Banker

        Nov 2018 - Apr 2024

      • Business Banking Manager

        Feb 2017 - Nov 2018

      • Retail Banking manager

        Sept 2014 - Jan 2017

    • Grupo Caja de Ingenieros

      Apr 2024 - now
      Private Banking Manager

      Independent financial advisory. Client portfolio management. Marketing of equity and fixed-income investment products, savings insurance, unit-linked plans, funds, and portfolios.

  • Licenses & Certifications

    • Formación Inglés nivel First Certificate

      The Language House Barcelona
      Jul 2012

    • Adobe Photoshop 9.0 Nivel Básico

      A.C.F. NUEVAS TECNOLOGIAS, Barcelona
      Sept 2008

    • Llengua Catalana nivell C

      Jun 2008

    • Microsoft Office 2007 Nivel Básico

      A.C.F. NUEVAS TECNOLOGIAS, Barcelona
      Mar 2008

    • LCCI - Real State Credit Contract Law

      Universitat Pompeu Fabra - Barcelona
      Feb 2020

    • Advanced Valuation and Strategy, M&A, Private Equity and Venture Capital

      Erasmus Universiteit Rotterdam
      Mar 2024
      View certificate certificate

    • ESG SRI Certified in Sustainable Invesment Advisory

      UPF Barcelona School of Management
      Jul 2022

    • Certified Financial Advisory Mifid II

      Universitat Pompeu Fabra
      Jun 2018

  • Volunteer Experience

    • Voluntario

      Issued by Fundación Bancaria ”la Caixa”
      Fundación Bancaria ”la Caixa”Associated with Sergi Rodríguez