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Adolfo Roldán

Investor

Head of Key Clients at Creand Wealth Management – Family Office

Madrid

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Ask Duarte Mineiro to introduce you to Adolfo

You →Duarte · together at Banco Espirito Santo (2013–2014) →Adolfo

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About

Head of Key Clients with 29 years in private banking. Holds a degree in economics and business from UCM/CEU San Pablo and an Executive MBA from IE.

Experience

  1. Banco Alcalá (Crèdit Andorrà Financial Group)Director Regional Banca Privada Madridcurrent2015 — presentMadrid Area, Spain
  2. Banco Espirito SantoSenior Private Banker2013 — 2015Madrid Area, Spain
  3. Banco Santander (Suisse )Senior Private Banker ( Mexico ) Banco Santander2011 — 2012Geneva Area, Switzerland
  4. KBL European Private BankersDirector2010 — 2011Madrid Area, Spain
  5. Barclays Wealth EspañaDirector2004 — 2010
  6. AltaeGestor Patrimonios2000 — 2004
  7. Banco UrquijoGestor de patrimonios1994 — 2000Madrid Area, Spain

Skills & more

Análisis financiero18Banca33Banca de inversión11Banca privada17Banking8Estrategia empresarial11Financial Markets5Finanzas corporativas9Gestión de activos9Gestión de cartera de clientes26Inversiones10Investments2
+8 moreMercado de capitalesMercados financierosPortfolio ManagementPrivate BankingWealth ManagementCapital MarketsFinancial AnalysisGestión de capital

From Adolfo's professional profile.

Colleagues at Creand Wealth Management – Family Office

Álvaro Ximénez de Embún
Director of External Networks at Creand Wealth Management – Family Office
Cristina Carreras
Private Banker at Creand Wealth Management – Family Office
Daniel Fernández
Private Banker at Creand Wealth Management – Family Office
David Bernardos
Private Banker at Creand Wealth Management – Family Office
Eduardo Cobián
Product Development Manager at Creand Wealth Management – Family Office
Eduardo José García Lorenzo
Private Banker at Creand Wealth Management – Family Office
Esther del Rincón Sinis
Business Development and External Networks Manager at Creand Wealth Management – Family Office
Esther Duran
Senior Analyst, Family Office at Creand Wealth Management – Family Office

Frequently asked questions

Who is Adolfo Roldán?
Head of Key Clients with 29 years in private banking. Holds a degree in economics and business from UCM/CEU San Pablo and an Executive MBA from IE.
Where does Adolfo Roldán work?
Adolfo Roldán is Head of Key Clients at Creand Wealth Management – Family Office.
Where did Adolfo Roldán go to school?
Adolfo Roldán studied at IE Business School (Executive MBA); Universidad Complutense de Madrid (Licenciado Ciencias Economicay Empresariales, CEU San Pablo).

Same school

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