Wealth Advisor@ Profim Asesores Patrimoniales EAFI
Madrid, Madrid, Spain
Daniel Pellegrin
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Universidad Pontificia Comillas
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Tell me more about Daniel Pellegrin?
FlashIntel GPTDaniel Pellegrin is a Wealth Management Advisor at Profim with over 20 years of experience in capital markets, portfolio management, and wealth management. He has a strong background in financial analysis, modeling, and valuation, with expertise in equities, fixed income, and behavioural finance. Daniel has worked at Profim Asesores Patrimoniales EAFI and Intermoney Titulizacion SGFT, S.A. in Madrid, Spain, where he gained valuable experience in financial planning and investments. With a focus on financial planning and investment, Daniel is a highly skilled professional in the field.
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About
Wealth Management Advisor at Profim
Work Experience
Wealth Advisor
Financial Services
Daniel Pellegrin's Professional Milestones
- Prã Cticas (2003-05-01~2003-08-01): Implementing efficient production processes and ensuring high-quality products for enhanced customer satisfaction.
- Wealth Advisor (2008-02-01~): Provided expert advice and guidance to clients, establishing strong financial plans for their future growth.
Education
International Business,
Finance
1996-2000Skill
Capital Markets
Portfolio Management
Wealth Management
Financial Analysis
Financial Modeling
Valuation
Equities
Fixed Income
Behavioural Finance
Financial Planning
Visual Basic
Banking
Investments
Management
Certification
Colleagues
Cristina Santibañez
Financial Advisor
Silvia Ortiz
directora administracion en profim asesores patrimoniales eafi
Profim Eafi
Empresa
Guillermo Narvaiza
Financial Analyst
Jimena Rodríguez Holzmann
auxiliar administrativo en profim asesores patrimoniales eafi
Other Named Daniel Pellegrin
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Daniel Pellegrin works for Profim Asesores Patrimoniales EAFI
Daniel Pellegrin's role in Profim Asesores Patrimoniales EAFI is Wealth Advisor
Daniel Pellegrin works in the industry of Financial Services
Daniel Pellegrin's colleagues are Cristina Santibañez,Silvia Ortiz,Profim Eafi
Daniel Pellegrin's latest job experience is Wealth Advisor at Profim Asesores Patrimoniales EAFI
Daniel Pellegrin's latest education in Universidad Pontificia Comillas
