Investment Advisor at Santander Private Banking International@ Santander Private Banking International
Iñaki Gordo Santos, CIMA®
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FlashIntel GPTInaki Gordo Santos, CIMA(r) is an experienced Investment Advisor with over 14 years of work experience. He has a strong background in Portfolio Management, Rebalancing Proposals, Trading, and Due Dilligence on Strategies. Inaki has worked at reputable institutions such as Merrill Lynch Bank of America, BNP Paribas, and Commerce Guys Finance. He holds a Master's degree in Business Administration and Finance and is fluent in Spanish, English, and French. Inaki has also worked at Santander Private Banking International, Merrill Lynch, and Commerce Guys.
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About
Investment Advisor- Portfolio Management- Rebalancing Proposals- Trading- Due Dilligence on Strategies- Research and Investment IdeasNative of Spain, living in Miami the past 8 years and has the Green Card.Over 10 years of experience in Wealth Management.2015 - 2020 Merrill Lynch Bank of America, Miami.2012 - 2014 BNP Paribas, Paris and Miami.2011 Commerce Guys Finance, Paris.2009 - 2010 BBVA Asset Management, Madrid.Holds CIMA, Certified Investment Management Analyst Certification, by Wharton University Philadelphia.Holds Series 7, Series 66 and Life and Health Insurance.Holds BA and MBA Degrees in Business Administration and Finance from Universidad Complutense in Madrid.Holds a second Master in Management & Investments from the ESCP Europe Business School in Paris and London.He is trilingual in Spanish, English, and French.
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Investment Advisor at Santander Private Banking International
Investment Advisor
Banking
Iñaki Gordo Santos, CIMA®'s Professional Milestones
- Investment Advisor (2020-10-01~): Achieved successful investment returns, maximizing cash flow and maximizing investment returns for clients.
- Financial Advisor & Investment Analyst (2015-01-01~2020-01-01): Providing strategic financial analysis and guidance to provide valuable insights for a diverse portfolio of clients.
Education
Certified Investment Management Analyst
2016-2016Certification
Colleagues
Nicolas Perez de la Blanca Burgos, CFA CAIA FRM
managing director - chief investment officer cio at santander private banking international
Oliver Raymond David
Chief Financial Officer
Jordi Planell, CWMA
chief executive officer at banco santander international bahamas
Alejandra Gómez Martin
Chief People Officer
Javier Rodriguez Hergueta
chief technology officer managing director at santander private banking international us switzerland and bahamas
Other Named Iñaki Gordo Santos, CIMA®
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Iñaki Gordo Santos, CIMA® works for Santander Private Banking International
Iñaki Gordo Santos, CIMA®'s role in Santander Private Banking International is Investment Advisor at Santander Private Banking International
Iñaki Gordo Santos, CIMA® works in the industry of Banking
Iñaki Gordo Santos, CIMA®'s colleagues are Nicolas Perez de la Blanca Burgos, CFA CAIA FRM,Oliver Raymond David,Jordi Planell, CWMA
Iñaki Gordo Santos, CIMA®'s latest job experience is Investment Advisor at Santander Private Banking International at Santander Private Banking International
Iñaki Gordo Santos, CIMA®'s latest education in The Wharton School
