Carlos García Práxedes, EFA
Founding Partner at Atlantia Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Geneva, Geneva, Switzerland, CH
Languages
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Inglés -
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Experience
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Atlantia Wealth Management
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Switzerland
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Investment Management
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1 - 100 Employee
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Founding Partner
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Oct 2021 - Present
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Private Banker
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Jul 2012 - Dec 2021
Relationship Manager. High and ultra high net worth individuals. Relationship Manager. High and ultra high net worth individuals.
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Investment Advisor / Private Banker
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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.
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Santander Private Banking España
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Spain
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Financial Services
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700 & Above Employee
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Trainee
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May 2005 - May 2006
Support to private bankers. Support to private bankers.
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Education
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EFPA
Certificacion -
Universidad de Valladolid
Licenciado
Community
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