Extensive professional experience with more than 11 years in wealth management advisory.
Real Estate and Financial wealth counselling for ultra high-net-worth families in Spain.
Professional with a spirit of leadership, commitment, and proactiveness, especially regarding commercial tasks. Capability to acquire and develop customers’ loyalty.
Real estate Wealth advising: Analysis, optimization and management of the real estate portfolios.
Transactions: corporations, resident buildings, offices, hotels, retail establishments, lands…
Investment advisory in real estate assets in Spain, Germany, England and United Estates of America.
Raising capital for real estate investment funds and club deals.
Master in Real Estate Consultancy. Aguirre Newman.
ICFA (International Certificate in Financial Advice). Chartered Institute for Securities & Investment.
KU LEUVEN (Katolieke Universiteit Leuven, Beligium). Community Law.
UCM (Universidad Complutense de Madrid). Law Degree.
Acquirement, managing and maintenance of ultra-high clients; main families and Family Offices.
Real estate wealth advising: Analysis, optimization and management of estate portfolios.
Transactions: corporations, residential buildings, offices, hotels, retail establishments, land…
Investment advisory in real estate assets worldwide.
Identification of the specific needs of customers and creation of tailor made proposals.
Monitoring and Managing customer relationships.