Sergio Muñoz
InvestorHead of Alternative Investments at Creand Wealth Management – Family Office
Madrid, Community of Madrid, Spain
About
Head of Alternative Investments with 8 years of experience in private banking, analysis and investment management.
Experience
- Creand Asset Management - EspañaAlternative Investments Directorcurrent2023 — presentMadrid y alrededores
- GBS FinanceAnalyst2021 — 2023Madrid y alrededores
- Creand Wealth Management - EspañaPrivate Banker, EFPA™ European Financial Advisor2020 — 2023Madrid y alrededores
- Abante AsesoresPrivate Banker, EFPA™ European Financial Advisor2018 — 2020Madrid y alrededores, España
- BBVAFinancial Advisor, EFPA™ European Investment Practitioner2017 — 2018
Education
- IEBPDD, Alternative Investments
- Escuela FEFWealth Management Program
- Universidad de Castilla-La ManchaBachelor of Business Administration - BBA
Skills & more
Wealth ManagementAsset ManagementFund StructuringPortfolio ConstructionAlternative InvestmentsPrivate Equity
Languages Español · Inglés
- Effective Communication, Leadership, and Interpersonal Skills — Dale Carnegie Training
- CAIA Level I — CAIA Association
- Sales Skills — MRC International People Training
- EFA™ European Financial Advisor — EFPA Spain | European Financial Planners Association
- Financial Advisor — Instituto Español de Analistas
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 Muñoz work?
- Sergio Muñoz is Head of Alternative Investments at Creand Wealth Management – Family Office.
Same school
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
Also attended Escuela FEF1
Also attended Universidad de Castilla-La Mancha2
Shared employers
Also worked at Creand Asset Management - España6
Pablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family OfficeXavier MorenoDirector, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family OfficeLuis BucetaBusiness and Investments General Manager at Creand Wealth Management – Family OfficeMiguel Ángel RicoInvestments Manager at Creand Wealth Management – Family OfficeMarta LanteroDiscretionary Portfolio Management and Fund Advisory Manager at Creand Wealth Management – Family OfficeSergi MartíCommittee Member at Scale Lab Andorra
Also worked at GBS Finance5
Sebastián RamírezSenior Manager at Axon Partners GroupPablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family OfficeXavier MorenoDirector, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family OfficeOlivia MossaySocia at CREAS IMPACTO GLOBAL SGEICLorenzo GuerraDirector de Inversiones at CREAS IMPACTO GLOBAL SGEIC
Also worked at Creand Wealth Management - España19
Adolfo RoldánHead of Key Clients at Creand Wealth Management – Family OfficeNuria CamposPrivate Banker at Creand Wealth Management – Family OfficeJuan CoceroPrivate Banker at Creand Wealth Management – Family OfficeIgnacio ViaynaDirector of Catalonia and Balearic Islands at Creand Wealth Management – Family OfficeMarta MarcoPrivate Banker at Creand Wealth Management – Family OfficeCristina CarrerasPrivate Banker at Creand Wealth Management – Family Office
+ 13 more
