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Patricia Franco

Investor

Financial Planner at Creand Wealth Management – Family Office

Greater Madrid Metropolitan Area

Find your path to Patricia

242 people in our graph share verified history with Patricia — schools, employers, funds. One of them is your warm intro.

Christian TeichmannunlockedPatricia: together at Universidad Pontificia Comillas (2002–2003)
×10Patricia: together at Universidad Pontificia Comillas
Patricia: together at Garrigues

About

Financial planner with 15 years of experience specialising in estate planning.

Experience

  1. Creand Wealth Management (Banco Alcalá, S. A.)Directora de Planificación Patrimonialcurrent2022 — present
  2. Mirabaud GroupDirectora de Planificación Patrimonial2016 — 2022Madrid y alrededores, España
  3. KBL European Private BankersDirectora Planificación Patrimonial2010 — 2016Madrid y alrededores, España
  4. GarriguesAsesor fiscal2007 — 2010Madrid

Skills & more

Asesoría jurídica8Finanzas corporativas10Inglés8Fusiones y adquisiciones6Derecho de sociedades12Capital de inversión9Derecho tributario8Diligencia debida8Español11Impuestos internacionales7

Languages Alemán · Francés · Inglés

  • European Financial Advisor (EFA)EFPA Spain | European Financial Planners Association

From Patricia's professional profile.

Colleagues at Creand Wealth Management – Family Office

Frequently asked questions

Who is Patricia Franco?
Financial planner with 15 years of experience specialising in estate planning.
Where does Patricia Franco work?
Patricia Franco is Financial Planner at Creand Wealth Management – Family Office.
Where did Patricia Franco go to school?
Patricia Franco studied at Instituto de Estudios Bursátiles (Banca Privada y Asesoramiento Financiera, Finanzas, general); Universidad Pontificia Comillas (Derecho, Estudios empresariales (E-1)).

Same school

Shared employers