About
Nearly 30 years in financial and wealth advisory (Argentaria, AB Asesores, Morgan Stanley, la Caixa); led private banking regions in Andalusia and joined OpenWealth in June 2023.
Experience
- OpenWealth by Grupo CaixaBankSenior Consultant OpenWealthcurrent2022 — presentGreater Madrid Metropolitan Area
- OpenWealth by Grupo CaixaBankSenior Consultantcurrent2022 — presentValencian Community, Spain
- OpenWealth by Grupo CaixaBankSenior Consultantcurrent2022 — present
- CaixaBankDirectora Caixabank Wealth Comunidad Valenciana2020 — 2022Valencia
- CaixaBankDirectora Centro Banca Privada Castellón2001 — 2020Greater Castellón de la Plana Area
- CaixaBankDiversos cargos en red retail1995 — 2001Provincia de Castellón
- BBVAAdministracion1995Oficina Castellón
Skills & more
Español3Inglés2Análisis de negocioCréditos4Banca privada9Banca3Gestión de riesgos6Análisis financiero3Estrategia empresarial6Servicio de atención al cliente1Credit2Private Banking4
+5 more
BankingFinancial AnalysisRisk ManagementBusiness StrategyNegociaciónLanguages Español · Inglés
- CISI — The Chartered Institute for Securities & Investment (The CISI)
- Postgrado en Asesoramiento Financiero — Universitat Pompeu Fabra
- European Financial Advisor (EFPA) — EFPA Spain | European Financial Planners Association
From Andrés's professional profile.
Colleagues at OpenWealth (CaixaBank)
Alfons
Investor at OpenWealth (CaixaBank)
Belén Martín Sanz
Directora de Banca Privada & Pensar en el Futuro, CaixaBank at OpenWealth (CaixaBank)
Carlos
Investor at OpenWealth (CaixaBank)
Cristina
Investor at OpenWealth (CaixaBank)
Diego
Investor at OpenWealth (CaixaBank)
Gabriel
Investor at OpenWealth (CaixaBank)
Gonzalo
Investor at OpenWealth (CaixaBank)
Ignacio
Investor at OpenWealth (CaixaBank)
Frequently asked questions
- Who is Andrés?
- Nearly 30 years in financial and wealth advisory (Argentaria, AB Asesores, Morgan Stanley, la Caixa); led private banking regions in Andalusia and joined OpenWealth in June 2023.
- Where does Andrés work?
- Andrés is at OpenWealth (CaixaBank).
- Where did Andrés go to school?
- Andrés studied at IE Business School (Leadership II); IESE Business School (LIDERAZGO EN BANCA PRIVADA, Economía financiera y actuarial); Universitat Jaume I (Licenciatura en Administración y Dirección de Empresas, Economía de la empresa).
Same school
Also attended IE Business School277
Ben PerryInvestor at MedicxiBorja FernándezGeneral Partner at Inveready Technology Investment GroupGabriel FarmeInvestor at Graphene VenturesHayata TokizawaVice President at Fin CapitalIñaki ArrolaInvestor at KfundCarina SzpilkaInvestor at Kfund
+ 271 more
Also attended IESE Business School266
Avi MeirCo-founder & CEO of PerkJessica WangFP&A Manager at March Capital PartnersCarlos ContiManaging Partner at Inveready Technology Investment GroupIgnacio PuigGeneral Partner at Inveready Technology Investment GroupRobin LiInvestor at GGV CapitalDan LupuInvestor at Earlybird Venture Capital
+ 260 more
Also attended Universitat Jaume I3
Shared employers
Also worked at OpenWealth by Grupo CaixaBank5
Also worked at CaixaBank22
Victor SunyerPartner at Nuwa CapitalCristina GarmendiaGeneral Partner at Ysios CapitalToni RaurichVenture Partner - Traveltech at Encomenda VCMireia PasalamarManagement Assistant at Criteria Bio VenturesAndré BandeiraCorporate Development / Partner (Invest with us) at Explorer InvestmentsSalvador masPartner at Actyus
+ 16 more
Also worked at BBVA62
Juan FernándezAssociate at Inveready Technology Investment GroupMarkInvestor at Eudemian VenturesAdam ShapiroRegulatory Partner at Core Venture CapitalSunir KapoorNon-Executive Chairman at Kibo VenturesVicente VázquezCo-founder and Managing Partner at Kibo VenturesOliver SchwarzerInvestor at Extantia Capital
+ 56 more