Iñigo de Oriol Ocejo

Consejero financiero at Abante Asesores
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Contact Information
us****@****om
(386) 825-5501
Location
Madrid, Community of Madrid, Spain, ES
Languages
  • Español Native or bilingual proficiency
  • Ingles Professional working proficiency

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Experience

    • Spain
    • Financial Services
    • 200 - 300 Employee
    • Consejero financiero
      • Mar 2023 - Present

    • Analista de gestión de activos
      • Aug 2021 - Apr 2023

    • Spain
    • Capital Markets
    • 1 - 100 Employee
    • Analyst Asset Management
      • Apr 2018 - Nov 2021

      Portfolio Management - Institutional & Retail clients. Funds Selection Department. Portfolio Management - Institutional & Retail clients. Funds Selection Department.

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Intern analyst Portfolio Management
      • Jul 2017 - Apr 2018

      Portfolio Management - Asset Management Portfolio Management - Asset Management

    • Switzerland
    • Banking
    • 400 - 500 Employee
    • Intern analyst
      • Jun 2016 - Jul 2016

      Microfinance Investment Funds Microfinance Investment Funds

    • France
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst Internship
      • Jun 2015 - Sep 2015

      Coverage department with the Territory Support in Spain Coverage department with the Territory Support in Spain

  • Grupo SOIL
    • Madrid y alrededores, España
    • Analista financiero
      • Jun 2014 - Jul 2014

Education

  • EFA™European Financial Advisor
    EFA™European Financial Advisor, Finanzas, general
    2021 -
  • CUNEF
    Grado ADE y Derecho
    2012 - 2017
  • CFA
    CFA I Candidate, CFA
    2020 - 2021
  • Yale University
    Economics & Business Course, Economía internacional
    2013 - 2013
  • Colegio Retamar
    Sciense degree
    2000 - 2012
  • University of Massachusetts Amherst
    Leadership & Business Course
    2011 - 2011
  • University of Massachusetts Amherst
    EFA™European Financial Advisor, Finanzas, general
    2021 -

Community

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