About
Private banker with 24 years of experience in the private banking sector.
Experience
- Creand Wealth Management - EspañaBanquero Seniorcurrent2017 — presentComunidad Valenciana y Murcia
- SANTANDER PRIVATE BANKINGSenior Banker2014 — 2017Valencia y alrededores, España
- BanestoResponsable Levante Premium (Bca. Privada) - Empresas2007 — 2014
- Deutsche Bank Private Wealth ManagementDirector2003 — 2007
- Deutsche Asset Management, SGCResponsable de Control de Riesgos2000 — 2003Madrid y alrededores, España
- SantanderAuditor Jefe de equipo: Tesorerías, MMCC, Asset Management, Auditoría financiera1997 — 2000Madrid y alrededores, España
Education
- IE Business SchoolMaster of Business Administration (MBA)1996 — 1997
- IEBExecutive Private Banking Programme - IEB y LSE, Banca Privada2014
- GarriguesMaster Bca Privada2010 — 2011
- EFPAEFPA 22006
- Universidad Literaria de ValenciaLicenciado en empresariales, Finanzas1989 — 1992
Skills & more
Private Banking5Financial Markets2Derivatives6Structured Finance3Banking5Capital Markets2Fixed Income5Portfolio Management2Asset Managment1Investments5Corporate Finance2Equities2
+12 more
Wealth ManagementStructured ProductsRisk ManagementCredit RiskValuationFinancial AnalysisCommercial BankingInvestment BankingAccionesAnálisis financieroBancaBanca comercialLanguages Inglés
From Sergio'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 Sergio Montesinos work?
- Sergio Montesinos is Private Banker 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 IEB44
Raúl GallegoGeneral Partner at Inveready Technology Investment GroupJosé Mª AmusáteguiCo-founder & Partner at Kibo VenturesRichard CrosfieldDirector at Presidio VenturesJaime MorenoPartner and Chief Strategy Officer at GP BullhoundJacobo WirzPartner at Encomenda VCJavier HervásSenior Manager at Axon Partners Group
+ 38 more
Shared employers
Also worked at SANTANDER PRIVATE BANKING3
Also worked at Banesto2
Also worked at Santander73
Raúl GallegoGeneral Partner at Inveready Technology Investment GroupMaría de Lera AuerspergInvestor at KfundDeborah ChuPrincipal at NextGen Venture PartnersBruno DalapriaPartner at NXTPChirag PatelVP & GM Payments & Risk at Etsy at PICUS CAPITALFelix SchliemannSenior Associate at Oak HC/FT
+ 67 more