Guillermo Barandalla Casado CFA C Ad
About
Guillermo Barandalla Casado CFA C Ad is from Greater Bilbao Metropolitan Area. Guillermo Barandalla is currently Member of the Board at CFA Society Spain, located in Madrid, Comunidad de Madrid, España. Guillermo Barandalla also works as Member of the Asset Owners Committee at CFA Society Spain, a job Guillermo Barandalla has held since Mar 2024. Another title Guillermo Barandalla currently holds is Occasional Lecturer at Afi Escuela. In Guillermo Barandalla's previous role as a Chair of the Asset Owners Committee at CFA Society Spain, Guillermo Barandalla worked in Madrid, Community of Madrid, Spain until Mar 2024. Prior to joining CFA Society Spain, Guillermo Barandalla was a Head of Family Office at Fineco Banca Privada Kutxabank and held the position of Head of Family Office at Bilbao Area, Spain. Prior to that, Guillermo Barandalla was a Occasional Lecturer at University of Deusto from Sep 2013 to Sep 2018. Guillermo Barandalla started working as Corporate Finance Senior Consultant at IKEI research & consultancy, S.A. | Consultoría de Dirección y Asesoramiento Corporativo in Bilbao Area, Spain in Jun 2009. From Jul 2005 to Sep 2008, Guillermo Barandalla was Associate Equity Sales at Morgan Stanley.
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Guillermo Barandalla Casado CFA C Ad's current jobs
.Program: Máster en Finanzas .Subject: Wealth management .Topic: Case study, family office
Single family investment office. On-balance sheet management of financial assets — both liquid and illiquid — including the development of investment policies, procedural frameworks, and mandates design.
Guillermo Barandalla Casado CFA C Ad's past jobs
Family Office (Private Wealth Management), Head .Multi-family office services for very and ultra HNWI Investment Analysis and Portfolio Management (Asset Management), Fund Manager .Portfolio reporting .PWM financial advisors support .Technology sector equity analyst .Portfolio management .Investment Committee member
.Program: Master EIBM, European and International Business Management .Subject: International Finance .Topic: Valuation
M&A (Corporate Finance), Senior Consultant .Corporate Finance services for BBK (Kutxabank) .Origination and execution of corporate transactions ..M&A ..Valuations ..Financial restructuring ..Independent Business Review (IBR) ..Strategic planning .Focused on small and medium-sized enterprises (SME) (Partly-owned subsidiary of Kutxabank for the period)
Equity Sales (Capital Markets), Associate .Equity sales focused on institutional clients and individuals (Morgan Stanley Private Wealth Management) (Acquired by La Caixa in 2008)