Highlights:Build and grow a substantial HNW book of business in excess of $100M over the past 10 years.

Skills:asset allocation, portfolio analysis, communication & networking, ability to work independently, work ethics, dedication, commitment, flexibility, responsibility, risk management

Goal:To be a reference for my clients, the person in who they can be confident with to manage their investments, and maintain a high level of preparation over time.

Membership:2017 CFP Certification Candidate

Certification:Series 65 License

Honor:1st Position: Organizational Business Objectives Achievement - Top 10 Quality Service Financial Advisor's Recognition

SENIOR FINANCIAL ADVISOR 04/2007 - current
BANKINTER, MADRID, MADRID Spain
Industry: BANKING AND FINANCE
Senior Financial Advisor at Bankinter for HNW clients (from $1M net worth). More than 10 years of experience.
Perform research and analyze investment opportunities in selected markets for local and offshore clients (Latam, Luxembourg) understanding their needs and priorities. Provide comprehensive wealth management: Investment strategies, income tax, risk management, insurance, retirement and estate planning. Present portfolio construction and asset allocation among all asset classes: equities, fixed income, mutual funds, unit linked, SICAVs, hedge funds, private equity, real estate, structured bonds, foreign currencies, commodities, derivatives. Set up strategies for acquiring new clients. Cold calling to prospects and contacting referrals.--
FINANCIAL INVESTMENTS ADVISOR 01/2005 - 04/2007
MEDIOLANUM BANKING GROUP, MADRID, MADRID Spain
Fee based role Creation and development of my very first portfolio of clients from cold calling to companies, participating in investor's events and references from my acquaintances.
• Assessment and management of customer assets • Expanding clientele to build my own portfolio of customers • Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies • Monitoring investment performance, and reviewing investment plans based on modified needs and changes in markets • Recommending and arranging insurance cover for clients • Arranging to buy and sell stocks and bonds for clients • Advising on investment strategies, sources of funds and the distribution of earnings • Setting financial objectives, and developing and implementing strategies to achieve these targets.. • Managing funds raised from retirement savings, unit trusts and monetary investments.--

CES LUIS VIVES CEU - ALCALA H. UNIVERSITY 09/1998 - 02/2002
MADRID, MADRID, Spain
Degree: Bachelor's Degree
Major:DEGREE IN BUSINESS
DEGREE IN BUSINESS

ANGEL CALLEJA 2017 RESUME FINANCIAL ADVISOR, WEALTH MANAGEMENT, FINANCIAL ANALYST, PRIVATE BANKING, RESEARCH ANALYST, SPANISH