Alejandro Moreno Basols's Location
Zurich, Zurich, Switzerland
Alejandro Moreno Basols's Work
- Director - Relationship Manager @ Julius Baer
- VP Relationship Manager - Latam @ Credit Suisse
- Relationship Manager - Latam @ BBVA
- Investment Advisor - Europa y Latam @ BBVA
- Assistant Senior Investment Advisor - Relationship Manager @ Edmond de Rothschild
- Junior Investments Consultant @ Strategy Insights
- Trainee in the Administration Department @ Sermicro
Alejandro Moreno Basols's Education
- Instituto de Estudios Bursátiles (IEB)
Master in International Finance (Full English Program) (Finance, General)
2013 - 2014 - Institut d’Estudis Financers (IEF)
European Investment Practitioner (EIP) (Finanzas, general)
2018 - 2018 - Institut d’Estudis Financers (IEF)
European Financial Advisor (EFA) (Finanzas, general)
2018 - 2018
- The London School of Economics and Political Science (LSE)
International Finance
2013 - 2013 - Wharton Business School
Finance in a Globalized World (Finance)
2013 - 2013 - Universidad Carlos III de Madrid
Bachelor's degree (Business Administration, Management and Operations)
2006 - 2011 - Fitch Learning
Certified Wealth Management Advisor (Banca y servicios financieros)
2020 - 2021
Alejandro Moreno Basols's Skills
- Análisis de mercados
- Bloomberg Terminal
- Gestión de cuentas
- Análisis financiero
- Gestión de relaciones con clientes
- Microsoft Excel
- Lotus Notes
- Internet Explorer
- Flash
- Eviews
Alejandro Moreno Basols's Summary
Alejandro Moreno Basols, based in Zurich, Zurich, Switzerland, is currently a Director - Relationship Manager at Julius Baer, bringing experience from previous roles at Credit Suisse, BBVA and Banque Privée Edmond de Rothschild. Alejandro Moreno Basols holds a 2013 - 2014 Master in International Finance (Full English Program) in Finance, General @ Instituto de Estudios Bursátiles (IEB). With a robust skill set that includes Análisis de mercados, Bloomberg Terminal, Gestión de cuentas, Análisis financiero, Gestión de relaciones con clientes and more, Alejandro Moreno Basols contributes valuable insights to the industry. Alejandro Moreno Basols has 2 emails on RocketReach.
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