Jose Alemany Pozuelo

Jose alemany pozuelo

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  • Timeline

    Oct 1991 - Apr 1993

    Deputy Sales Manager

    Iberagentes Activos, A.V., S.A. (Credit Lyonnais)
    Apr 1993 - Jul 1994

    Private Banker

    Banco Inversión, S.A. (Bought by Hypovereinsbank)
    Jul 1994 - May 1995

    Head of Madrid Branch

    Banco Inversión, S.A.
    May 1995 - Oct 2006

    Head of Equity and Derivatives Department

    Openbank
    Spain
    Oct 2006 - Feb 2012

    Executive Director

    Santander Investment Bolsa, S.V., S.A
    Sept 2012 - May 2014

    Senior Manager FS - Capital Markets

    Accenture
    May 2014 - Oct 2015

    Financial Consultant

    AMELEGAL
    Oct 2015 - Jul 2022

    Founder & CEO

    Fundslink Fintech Solutions, S.L.
    Oct 2017 - Dec 2020

    Chairman & Managing Director

    FUNDSLINK CAPITAL AGENCIA DE VALORES, S.A.
    Jul 2022 - Oct 2024

    Senior Sales Manager

    EXANTE
    Current Company
    Nov 2024 - now

    Senior Private Banker

    Altarius ETI
  • About me

    Executive Director

  • Education

    • Universidad autónoma de madrid

      1988 - 1992
      Bachelor in economics and business management business administration and management
    • University of essex

      -
      English language and literature/letters
    • Ie business school

      1999 - 2000
      Advanced executive development programme executive mba
    • New york university

      -
      English language and literature/letters
  • Experience

    • Iberagentes activos, a.v., s.a. (credit lyonnais)

      Oct 1991 - Apr 1993
      Deputy sales manager

      Investment advisory services. Fixed income and equities trading.

    • Banco inversión, s.a. (bought by hypovereinsbank)

      Apr 1993 - Jul 1994
      Private banker

      Customer acquisition, advisory services, and marketing of a wide range of products and portfolio management.

    • Banco inversión, s.a.

      Jul 1994 - May 1995
      Head of madrid branch

      Responsible for client origination,

    • Openbank

      May 1995 - Oct 2006

      Development from the start of the Equity and Derivatives Department.Member of the Bank’s Strategy Committee. Design, development, and implementation of the first B2C marketplace in Spain.Negotiation of distribution agreements with asset management companies.

      • Head of Equity and Derivatives Department

        Sept 1997 - Oct 2006
      • Off-balance sheet liabilities specialist

        May 1995 - Sept 1997
    • Santander investment bolsa, s.v., s.a

      Oct 2006 - Feb 2012
      Executive director

      Head of Sales and Trading – Retail Equities Services.Customer acquisitions, advisory and equities sales services to high net worth individuals and family offices managers. Equities dealer.

    • Accenture

      Sept 2012 - May 2014
      Senior manager fs - capital markets

      Business development of Capital Markets Digital Offering.Project management, client acquisition and business relationship.

    • Amelegal

      May 2014 - Oct 2015
      Financial consultant

      Financial, strategic and processes consulting to non-financial companies, hedge funds and family offices.

    • Fundslink fintech solutions, s.l.

      Oct 2015 - Jul 2022
      Founder & ceo

      Technology company. We developed a cutting edge distribution platform of mutual and pension funds.

    • Fundslink capital agencia de valores, s.a.

      Oct 2017 - Dec 2020
      Chairman & managing director

      B2C marketplace of independent mutual funds.Responsible for the relationship with the CNMV and SEBLAC (Bank of Spain).

    • Exante

      Jul 2022 - Oct 2024
      Senior sales manager

      Direct market access and fintech sales to institutional clients, advisors and high net worth individuals.Actively contributing to Exante brand awareness and visibility in Spain and Portugal through media, virtual events.

    • Altarius eti

      Nov 2024 - now
      Senior private banker
  • Licenses & Certifications

    • Capital markets industry generalist certification

      Chartered institute of securities and investments (cisi) - accenture
      Jan 2013
    • Trading license for the spanish stock market system (sibe)

      Bme | bolsas y mercados españoles
      Jan 2006
    • Asesor financiero

      Instituto español de analistas
      Nov 2024
      View certificate certificate
    • Advanced executive development programme (executive mba)

      Ie business school
      Jul 2000
    • Investment management certificate (licence type iii)

      Instituto meff sl
      Jan 1998