Expert Details
Securities Services
ID: 729410
Spain
He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the securities services industry and to offer training in all areas of the business.
Prior to this, Expert was Head of Securities Finance at Banco Santander, based in Madrid, from 2001 to July 2008.
He counts with over 20 years of international experience (USA, Latin America & Europe) in business development, relationship management, sales, trading, settlements and custody in international markets.
Expert has participated as speaker in several international conferences and has given lecture at entities like Instituto BME, the Fundación de Estudios Financieros (FEF), both in Madrid, & the Institut de Estudies Financiers (IEF) in Barcelona.
He has completed an Advanced Management Program from Instituto de Empresa (Madrid) and studied Business Administration at Universidad Católica Andrés Bello (Venezuela).
Expert has an extensive knowledge about the securities services business and the Spanish financial market.
He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the securities services industry and to offer training in all areas of the business.
Prior to this, Expert was Head of Securities Finance at Banco Santander, based in Madrid, from 2001 to July 2008.
As part of his consulting business he is assisting a major player in the mortgage servicing sector in sales & business development functions.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2007 | Degree: Advanced Management Program | Subject: Business Administration | Institution: Instituto de Empresa |
| Year: 1995 | Degree: BS | Subject: Business Administration | Institution: Universidad Catolica Andres Bello |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2008 to Present | Employer: Undisclosed | Title: Managing Director | Department: |
Responsibilities:He is responsible for consulting and traning services in the area of securities services in general, concentrating on the securities finance business. |
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| Years | Employer | Title | Department |
| Years: 1999 to 2008 | Employer: Banco Santander | Title: Head of Securities Finance | Department: Global Custody |
Responsibilities:He created and lead the securities finance desk at Banco Santander. During this period Expert represented the firm in several international conferences & started offering courses on the subject. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 1999 to Present | Country / Region: Spain | Summary: Financial industry & consulting |
| Years: 1989 to 1999 | Country / Region: Latin America | Summary: Financial industry |
Additional Experience
| Training / Seminars |
|---|
| Securities Lending Securities Clearing, Settlements & Custody |
| Vendor Selection |
|---|
| Experience in IT & services outsourcing in the securities services and the mortgage servicing industries |
Language Skills
| Language | Proficiency |
|---|---|
| English | He is a native English speaker |
| Spanish | He is a native Spanish speaker |
Fields of Expertise
custodian bank, securities clearing, securities settlement, securities lending, finance, mortgage servicing, securities finance, stocks, equity, debt, securities options, investment banking, securities regulation, hedging, banking, swap, derivative (finance), futures (finance), bond, pension fund, Financial Industry Regulatory Authority, mutual fund, hedge fund, option (finance)