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Patricia Franco

Investor

Financial Planner at Creand Wealth Management – Family Office

Greater Madrid Metropolitan Area

Find your path to Patricia

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

Rosa López PérezunlockedPatricia: together at KBL European Private Bankers (2010–2013)
×4Patricia: together at Mirabaud Group
×5Patricia: together at Garrigues
×2Patricia: together at KBL European Private Bankers

About

Financial planner with 15 years of experience in estate planning, holding degrees in law and business administration from Comillas Pontifical University.

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

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
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

Frequently asked questions

Who is Patricia Franco?
Financial planner with 15 years of experience in estate planning, holding degrees in law and business administration from Comillas Pontifical University.
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