Carlos García Práxedes, EFA

Founding Partner at Atlantia Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • Inglés -

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Experience

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Founding Partner
      • Oct 2021 - Present

    • Private Banker
      • Jul 2012 - Dec 2021

      Relationship Manager. High and ultra high net worth individuals. Relationship Manager. High and ultra high net worth individuals.

    • Investment Advisor / Private Banker
      • Nov 2006 - Jul 2012

      - Management and advisory portfolios HNWI clients. - Management and development of credit transactions: leverage, financing... - Development of clients base supported by branch network. - Management and advisory portfolios HNWI clients. - Management and development of credit transactions: leverage, financing... - Development of clients base supported by branch network.

    • Spain
    • Financial Services
    • 700 & Above Employee
    • Trainee
      • May 2005 - May 2006

      Support to private bankers. Support to private bankers.

Education

  • EFPA
    Certificacion
    2008 - 2008
  • Universidad de Valladolid
    Licenciado
    1998 - 2005

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