Pablo Serra Ballester

Experience

• 

  Gimeno Lawyers

  Sept 2013 - Dec 2013

  Intern

  • Coordinated penal judgment processes and conflict resolutions.• Researched jurisprudence and benchmarked relevant cases.

• 

  McCann Worldgroup

  Mar 2014 - Sept 2014

  Management Trainee

  • Developing and executing strategic plans. Managed briefings until the end of the project and gave in deliverables with updates every week.• Analysed competition studies and daily updates on the oil and gas sector. Reported directly to the senior manager of the project and the client’s equivalent manager.

• 

  Correos

  Aug 2015 - Jul 2017

  Corporate Development & Finance Analyst

  • Graduate Program for Corporate Development & Finance: 1-Year rotation plan around the different financial departments: Accounting, Assets and Corporate Finance & Development. • Main duties: - Company valuation: M&A, Capital Increase and Enterprise Restructuring. - Preparation and revision of financial projections: business plan, projections and viability studies for Grupo Correos. - Corporate development: market research and competition analysis, strategy analysis and sectorial tendencies. - Analytical accounting: preparation of a full costing Correos P&L, monthly financial accounting summary. Show less

• 

  Abante Asesores

  Jul 2017 - Oct 2019

  Wealth Management

  • Wealth Management • Development, Portfolio Management and Asset Allocation • Product Analysis and Financial Planning Studies • Monitoring of Financial Markets • Direct contact with clients

• 

  EDM Wealth & Asset Management

  Oct 2019 - Nov 2022

  Wealth Management

  • Wealth Management • Development, Portfolio Management and Asset Allocation• Long term philosophy, long only, concentrated portfolio with high conviction ideas (20-25) and low rotation (<20%). • Financial Planning Studies • Direct contact with clients

• 

  ABANCA

  Nov 2022 - now

  Wealth Management