Patricia Franco
InvestorFinancial Planner at Creand Wealth Management – Family Office
Greater Madrid Metropolitan Area
About
Financial planner with 15 years of experience specialising in estate planning.
Experience
- Creand Wealth Management (Banco Alcalá, S. A.)Directora de Planificación Patrimonialcurrent2022 — present
- Mirabaud GroupDirectora de Planificación Patrimonial2016 — 2022Greater Madrid Metropolitan Area
- KBL European Private BankersDirectora Planificación Patrimonial2010 — 2016Greater Madrid Metropolitan Area
- GarriguesAsesor fiscal2007 — 2010Madrid
Education
- Instituto de Estudios BursátilesBanca Privada y Asesoramiento Financiera, Finanzas2013
- Universidad Pontificia ComillasDerecho, Estudios empresariales (E-1)2002 — 2007
Skills & more
Asesoría jurídica8Finanzas corporativas10Fusiones y adquisiciones6Derecho de sociedades12Capital de inversión9Derecho tributario8Diligencia debida8Impuestos internacionales7Inglés8Español11
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
Adolfo Roldán
Head of Key Clients 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
Frequently asked questions
- Where does Patricia Franco work?
- Patricia Franco is Financial Planner at Creand Wealth Management – Family Office.
Same school
Also attended Universidad Pontificia Comillas124
Christian TeichmannCEO & Managing Director at Burda Principal InvestmentsAlejandro de RemediosInvestment Associate at Burda Principal InvestmentsAntonio GarcíaAssociate at Inveready Technology Investment GroupAdrián MachoAssociate at Inveready Technology Investment GroupAlain MarxuachAssociate at Inveready Technology Investment GroupJavier RedondoPartner at Scale Venture Partners
+ 118 more
Shared employers
Also worked at Mirabaud Group7
Kibriya RahmanInvestment Manager at AlbionVCMoray WrightCEO at Parkwalk AdvisorsAntónio CaçorinoFounder & CEO at Apex CapitalHenry LewisPrivate markets associate at LaunchBay CapitalFernando PiekenbrockInvestor at Volpi CapitalJean-Baptiste DuraquetDirecteur at Intuitae
+ 1 more
Also worked at KBL European Private Bankers4
Also worked at Garrigues13
Cristina Garcia-MargalloInvestor at KfundMoisés SánchezCLO and General Partner at Mundi VenturesGustavo Luna-VictoriaHead of Legal at BDev VenturesIsabel GarciaInvestor at ActyusJoana GuerraHead of Legal & Compliance at Critical VenturesAntonio DonosoDirector at Oquendo Capital, SGEIC,
+ 7 more