Where did Sergio Muñoz go to school?

Sergio Muñoz studied at IEB (PDD, Alternative Investments); Escuela FEF (Wealth Management Program); Universidad de Castilla-La Mancha (Bachelor of Business Administration - BBA).

Sergio Muñoz

Investor

Head of Alternative Investments at Creand Wealth Management – Family Office

Madrid, Community of Madrid, Spain

Find your path to Sergio

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

Javier CastellanosunlockedSergio: together at Creand Wealth Management – Family Office

×11Sergio: together at Creand Wealth Management – Family Office

About

Head of Alternative Investments with 8 years in private banking, analysis and investment management. Holds a business administration degree from UCLM and specialization programmes in alternative investments and asset management.

Experience

Creand Asset Management - EspañaAlternative Investments Directorcurrent2023 — presentGreater Madrid Metropolitan Area
GBS FinanceAnalyst2021 — 2023Greater Madrid Metropolitan Area
Creand Wealth Management - EspañaPrivate Banker, EFPA™ European Financial Advisor2020 — 2023Greater Madrid Metropolitan Area
Abante AsesoresPrivate Banker, EFPA™ European Financial Advisor2018 — 2020Greater Madrid Metropolitan Area
BBVAFinancial Advisor, EFPA™ European Investment Practitioner2017 — 2018

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

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 Sergio Muñoz?: Head of Alternative Investments with 8 years in private banking, analysis and investment management. Holds a business administration degree from UCLM and specialization programmes in alternative investments and asset management.
Where does Sergio Muñoz work?: Sergio Muñoz is Head of Alternative Investments at Creand Wealth Management – Family Office.
Where did Sergio Muñoz go to school?: Sergio Muñoz studied at IEB (PDD, Alternative Investments); Escuela FEF (Wealth Management Program); Universidad de Castilla-La Mancha (Bachelor of Business Administration - BBA).

Same school

Also attended IEB57

Raúl GallegoGeneral Partner at Inveready Technology Investment Group José Mª AmusáteguiCo-founder & Partner at Kibo Ventures Richard CrosfieldDirector at Presidio Ventures Jaime MorenoPartner and Chief Strategy Officer at GP Bullhound Jacobo WirzPartner at Encomenda VC Javier HervásSenior Manager at Axon Partners Group

+ 51 more

Also attended Escuela FEF1

Carolina GijónHead of Finance at Seaya

Also attended Universidad de Castilla-La Mancha4

Beatriz TrigueroHead of Legal at Big Sur Ventures Juan Pedro GonzálezBusiness Development at Stecc Capital IgnacioInvestor at OpenWealth (CaixaBank)Carlos Barreiro MataFounder at Lightbase

Shared employers

Also worked at Creand Asset Management - España6

Pablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family Office Xavier MorenoDirector, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office Luis BucetaBusiness and Investments General Manager at Creand Wealth Management – Family Office Miguel Ángel RicoInvestments Manager at Creand Wealth Management – Family Office Marta LanteroDiscretionary Portfolio Management and Fund Advisory Manager at Creand Wealth Management – Family Office Sergi MartíCommittee Member at Scale Lab Andorra

Also worked at GBS Finance7

Sebastián RamírezSenior Manager at Axon Partners Group Jaime Gil-DelgadoPrincipal at Swanlaab Venture Factory Ignacio EstefanellAssociate at Espiga Equity Partners SGEIC SA Pablo AlonsoAnalyst/Portfolio manager at Creand Wealth Management – Family Office Xavier MorenoDirector, Creand Family Office, Catalonia & Balearic Islands at Creand Wealth Management – Family Office Olivia MossaySocia at CREAS IMPACTO GLOBAL SGEIC

+ 1 more

Also worked at Creand Wealth Management - España23

Adolfo RoldánHead of Key Clients at Creand Wealth Management – Family Office Nuria CamposPrivate Banker at Creand Wealth Management – Family Office Juan CoceroPrivate Banker at Creand Wealth Management – Family Office Inés RoviraltaPrivate Banker at Creand Wealth Management – Family Office Ignacio ViaynaDirector of Catalonia and Balearic Islands at Creand Wealth Management – Family Office Marta MarcoPrivate Banker at Creand Wealth Management – Family Office

+ 17 more

Also worked at Abante Asesores5

Luis TreviñoAssociate at Draper B1 Pablo FerrerasPartner - COO/CFO at Samaipata Macarena Cabello de los CobosInvestor at Global Social Impact Investment Diego BestardPartner at Actyus Pablo CerveraDirector at Magnum Industrial Partners Tres S.L.