About
Head of Key Clients with 29 years of experience in the private banking sector.
Experience
- Banco Alcalá (Crèdit Andorrà Financial Group)Director Regional Banca Privada Madridcurrent2015 — presentMadrid Area, Spain
- Banco Espirito SantoSenior Private Banker2013 — 2015Greater Madrid Metropolitan Area
- Banco Santander (Suisse )Senior Private Banker ( Mexico ) Banco Santander2011 — 2012Geneva, Geneva, Switzerland
- KBL European Private BankersDirector2010 — 2011Greater Madrid Metropolitan Area
- Barclays Wealth EspañaDirector2004 — 2010
- AltaeGestor Patrimonios2000 — 2004
- Banco UrquijoGestor de patrimonios1994 — 2000Greater Madrid Metropolitan Area
Education
- IE Business SchoolExecutive MBA1997 — 1998
- Universidad Complutense de MadridLicenciado Ciencias Economicay Empresariales, CEU San Pablo1987 — 1992
Skills & more
Análisis financiero18Banca33Banca de inversión11Banca privada17Banking8Estrategia empresarial11Financial Markets5Finanzas corporativas9Gestión de activos9Gestión de cartera de clientes26Inversiones10Investments2
+8 more
Mercado de capitalesMercados financierosPortfolio ManagementPrivate BankingWealth ManagementCapital MarketsFinancial AnalysisGestión de capitalFrom 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
David Bernardos
Private Banker at Creand Wealth Management – Family Office
Eduardo Cobián
Product Development Manager 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
Gorka Apodaca
Director of Advisory, Catalonia and Balearic Islands at Creand Wealth Management – Family Office
Ignacio Viayna
Director of Catalonia and Balearic Islands at Creand Wealth Management – Family Office
Frequently asked questions
- Where does Adolfo Roldán work?
- Adolfo Roldán is Head of Key Clients at Creand Wealth Management – Family Office.
Same school
Also attended IE Business School194
Borja FernándezGeneral Partner at Inveready Technology Investment GroupGabriel FarmeInvestor at Graphene VenturesHayata TokizawaVice President at Fin CapitalIñaki ArrolaInvestor at KfundCarina SzpilkaInvestor at KfundCaroline PhippsSenior Associate at True Beauty Ventures
+ 188 more
Also attended Universidad Complutense de Madrid75
Kike MirallesInvestment Director at Intel CapitalRaúl GallegoGeneral Partner at Inveready Technology Investment GroupPablo GoceAnalyst at Inveready Technology Investment GroupMaria PovedaDirector at Inveready Technology Investment GroupSamantha WulfsonPrincipal at FinTech CollectiveJosé Mª AmusáteguiCo-founder & Partner at Kibo Ventures
+ 69 more
