
Timeline
About me
Executive Director
Education

Universidad autónoma de madrid
1988 - 1992Bachelor in economics and business management business administration and management
University of essex
-English language and literature/letters
Ie business school
1999 - 2000Advanced 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 1993Deputy sales managerInvestment advisory services. Fixed income and equities trading.

Banco inversión, s.a. (bought by hypovereinsbank)
Apr 1993 - Jul 1994Private bankerCustomer acquisition, advisory services, and marketing of a wide range of products and portfolio management.

Banco inversión, s.a.
Jul 1994 - May 1995Head of madrid branchResponsible for client origination,

Openbank
May 1995 - Oct 2006Development 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 2006Off-balance sheet liabilities specialist
May 1995 - Sept 1997

Santander investment bolsa, s.v., s.a
Oct 2006 - Feb 2012Executive directorHead 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 2014Senior manager fs - capital marketsBusiness development of Capital Markets Digital Offering.Project management, client acquisition and business relationship.

Amelegal
May 2014 - Oct 2015Financial consultantFinancial, strategic and processes consulting to non-financial companies, hedge funds and family offices.

Fundslink fintech solutions, s.l.
Oct 2015 - Jul 2022Founder & ceoTechnology company. We developed a cutting edge distribution platform of mutual and pension funds.

Fundslink capital agencia de valores, s.a.
Oct 2017 - Dec 2020Chairman & managing directorB2C marketplace of independent mutual funds.Responsible for the relationship with the CNMV and SEBLAC (Bank of Spain).

Exante
Jul 2022 - Oct 2024Senior sales managerDirect 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 - nowSenior private banker
Licenses & Certifications

Capital markets industry generalist certification
Chartered institute of securities and investments (cisi) - accentureJan 2013
Trading license for the spanish stock market system (sibe)
Bme | bolsas y mercados españolesJan 2006- View certificate

Asesor financiero
Instituto español de analistasNov 2024 
Advanced executive development programme (executive mba)
Ie business schoolJul 2000
Investment management certificate (licence type iii)
Instituto meff slJan 1998
Languages
- enEnglish
- spSpanish
Recommendations

Atharva bhave
Clinical Application (Ultrasound) l MBA Marketing l Pharma & Healthcare Management l Biotechnology ...Maharashtra, India
Mayank agrawal
SDE @ Raja Software LabsMumbai, Maharashtra, India
Gary romay, mba, ains, ciw
President at KW Specialty Insurance CompanyScottsdale, Arizona, United States
Salma afzal
LCO Area Specialist at Arla FoodsSettle, England, United Kingdom
Dylan weber
Direct Support ProfessionalMinneapolis, Minnesota, United States
Kushagra chopra
Associate at Aumyaa Consulting Services LLP | Tech & Law Student | Cyber Law Specialist | OneTrust C...Delhi, India
Udula rajapaksha
Software Quality Assurance Analyst - FinnovationSri Lanka
Unicque coutee
CustodianLos Angeles, California, United States
Vallery schermer
Sales Executive at Teamleader | Helping SME’s work smarter 🚀The Hague, South Holland, Netherlands
Thabang lejakane
Engineer at EskomEmalahleni, Mpumalanga, South Africa
...