Find your path to Susana
194 people in our graph share verified history with Susana — schools, employers, funds. One of them is your warm intro.
Robin LiunlockedSusana: together at IESE Business School (2014)
×5Susana: together at IESE Business School
Susana: together at IE Business School
Susana: together at CaixaBank
About
27 years in financial and wealth advisory; developed her career at BBVA and 'la Caixa'/CaixaBank, joining CaixaBank Wealth in 2020 to advance the independent advisory model.
Experience
- OpenWealth by Grupo CaixaBankSenior Consultant OpenWealthcurrent2022 — presentGreater Madrid Metropolitan Area
- OpenWealth by Grupo CaixaBankSenior Consultantcurrent2022 — presentValencian Community, Spain
- OpenWealth by Grupo CaixaBankSenior Consultantcurrent2022 — present
- CaixaBankDirectora Caixabank Wealth Comunidad Valenciana2020 — 2022Valencia
- CaixaBankDirectora Centro Banca Privada Castellón2001 — 2020Greater Castellón de la Plana Area
- CaixaBankDiversos cargos en red retail1995 — 2001Provincia de Castellón
- BBVAAdministracion1995Oficina Castellón
Skills & more
Español3Inglés2Análisis de negocioCréditos4Banca privada9Banca3Gestión de riesgos6Análisis financiero3Estrategia empresarial6Servicio de atención al cliente1Credit2Private Banking4
+5 more
BankingFinancial AnalysisRisk ManagementBusiness StrategyNegociaciónLanguages Español · Inglés
- CISI — The Chartered Institute for Securities & Investment (The CISI)
- Postgrado en Asesoramiento Financiero — Universitat Pompeu Fabra
- European Financial Advisor (EFPA) — EFPA Spain | European Financial Planners Association
From Susana's professional profile.
Colleagues at OpenWealth (CaixaBank)
Alfons
Investor at OpenWealth (CaixaBank)
Andrés
Investor at OpenWealth (CaixaBank)
Belén Martín Sanz
Directora de Banca Privada & Pensar en el Futuro, CaixaBank at OpenWealth (CaixaBank)
Carlos
Investor at OpenWealth (CaixaBank)
Cristina
Investor at OpenWealth (CaixaBank)
Diego
Investor at OpenWealth (CaixaBank)
Gabriel
Investor at OpenWealth (CaixaBank)
Gonzalo
Investor at OpenWealth (CaixaBank)
Frequently asked questions
- Who is Susana?
- 27 years in financial and wealth advisory; developed her career at BBVA and 'la Caixa'/CaixaBank, joining CaixaBank Wealth in 2020 to advance the independent advisory model.
- Where does Susana work?
- Susana is at OpenWealth (CaixaBank).
- Where did Susana go to school?
- Susana studied at IE Business School (Leadership II); IESE Business School (LIDERAZGO EN BANCA PRIVADA, Economía financiera y actuarial); Universitat Jaume I (Licenciatura en Administración y Dirección de Empresas, Economía de la empresa).
Same school
Also attended IE Business School341
Ben PerryInvestor at MedicxiBorja FernándezGeneral Partner at Inveready Technology Investment GroupGabriel FarmeInvestor at Graphene VenturesHayata TokizawaVice President at Fin CapitalIñaki ArrolaInvestor at KfundCarina SzpilkaInvestor at Kfund
+ 335 more
Also attended IESE Business School365
Avi MeirCo-founder & CEO of PerkJessica WangFP&A Manager at March Capital PartnersCarlos ContiManaging Partner at Inveready Technology Investment GroupGustavo González de la PeñaAnalyst at Inveready Technology Investment GroupIgnacio PuigGeneral Partner at Inveready Technology Investment GroupRobin LiInvestor at GGV Capital
+ 359 more
Shared employers
Also worked at OpenWealth by Grupo CaixaBank5
Also worked at CaixaBank23
Victor SunyerPartner at Nuwa CapitalCristina GarmendiaGeneral Partner at Ysios CapitalToni RaurichVenture Partner - Traveltech at Encomenda VCMireia PasalamarManagement Assistant at Criteria Bio VenturesAndré BandeiraCorporate Development / Partner (Invest with us) at Explorer InvestmentsSalvador masPartner at Actyus
+ 17 more
Also worked at BBVA67
Juan FernándezAssociate at Inveready Technology Investment GroupMarkInvestor at Eudemian VenturesAdam ShapiroRegulatory Partner at Core Venture CapitalVicente VázquezCo-founder and Managing Partner at Kibo VenturesOliver SchwarzerInvestor at Extantia CapitalAlessio QuagliniCEO & Co-Founder at Hex Trust
+ 61 more