Experience

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  Grupo konecta

  Feb 2014 - Aug 2014

  Finance

  Internship at the Finance I assumed the accounting of the different group companies, managed both bank and natural accounts. I was responsible of the invoice registry. This experience provided me with an insight of the functionality of a major Spanish Company, where clients were both Spanish and international.During my time with Konecta I combined my studies with working with a half-term scheme.

• 

  Banque lombard odier & cie sa

  Jul 2015 - Jun 2016

  Junior portfolio manager

  Junior Portfolio Manager of clients, and SICAVS. Supporting the strategy team managers in investment decisions, evaluating and improving portfolios construction an implementation. Manage investments of the client to assure that the portfolios comply with investment policies. Liquidity control of SICAVS and Portfolios, through repos, forex and funds. Daily support to middle and back office in the calculation of NAV and trades control.Research analysis (macro and micro). Interviews with analysts and institutional salesmen. Show less

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  Abante asesores

  Jul 2016 - Feb 2021

  Gestión equiposAsesoramiento financiero y gestión patrimonial.Relación directa con clientes.Gestión de carteras.Seguimiento de los mercados financieros Asesoramiento financiero y gestión patrimonial. Relación directa con clientes. Gestión de carteras. Seguimiento de los mercados financieros

  • Asociado Consejero Financiero €FA

    Jun 2020 - Feb 2021

  • Consejero Financiero €FA

    Jul 2016 - Feb 2021
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  Deutsche bank

  Feb 2021 - Sept 2024

  Vice president at deutsche bank ipb

  Asesor Banca Privada.Asesoramiento financiero y gestión patrimonial.Relación directa con clientes.Gestión de carteras.Seguimiento de los mercados financieros

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  Lift asset management

  Oct 2024 - now

  Socio -wealth management