Supervisor (Agente Exclusivo De Banco Mediolanum)
CurrentPlanificación Financiera y busqueda de personas con talento para desarrolarse en esta ilusionante profesión.
Mar 2021 - Present
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Bernardo S. Email & Phone Number
I am an exclusive representative agent of Banco Mediolanum and, therefore, I collaborate exclusively with this entity.
at
Banco Mediolanum
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✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
I am an exclusive representative agent of Banco Mediolanum and, therefore, I collaborate exclusively with this entity.
Location
Valencia, Valencian Community, Spain
Company size
Who is Bernardo S.? Overview
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Quick answer
Bernardo S. is listed as I am an exclusive representative agent of Banco Mediolanum and, therefore, I collaborate exclusively with this entity. at Banco Mediolanum, a company with 1548 employees, based in Valencia, Valencian Community, Spain. AeroLeads shows a matched LinkedIn profile for Bernardo S..
Bernardo S. previously worked as Supervisor (agente exclusivo de Banco Mediolanum) at Banco Mediolanum and Family Banker (agente exclusivo de Banco Mediolanum) at Banco Mediolanum. Bernardo S. holds Efp European Financial Planner, Financial Planning And Services, Apto from Efpa España.
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Banco Mediolanum
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Profile bio
About Bernardo S.
Más de 30 años asesorando clientes.Asesoramiento certificado desde 2006 por "European Financial Planning Association".Especializado en Banca Personal, asesorando el ahorro de las familias con una gestión integral que pasa por las inversiones, la fiscalidad personal y familiar, la planificación hereditaria, o las necesidades financieras.
Listed skills include Riesgo Financiero, Estrategia, Corporate Finance, Estrategia Empresarial, and 23 others.
Current workplace
Bernardo S.'s current company
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Banco Mediolanum
9 roles
Bernardo S. work experience
A career timeline built from the work history available for this profile.
Family Banker (Agente Exclusivo De Banco Mediolanum)
CurrentPlanificación y asesoramiento financiero.
Mar 2020 - Present
Profesor
Título de "Experto Universitario en Bolsas y Mercados Financieros Españoles"
Mar 2019 - Mar 2021
Vicepresidente Plan De Pensiones Empleados Ibercaja
Comisión de Control y Subcomisión de Inversiones
May 2019 - Feb 2020
Especialista En Banca Personal
Especialista en gestión del ahorro, mi objetivo es aportar mayor valor a la gestión del patrimonio financiero mediante la oferta de una amplia gama de soluciones financieras, en las que fiel a la filosofía de Ibercaja, se combina rentabilidad, seguridad y tranquilidad.
Jan 2006 - Feb 2020
Director
Asesor cercano, profesional, comprometido, que busca la excelencia y que se adapta a usted, Especialista en cada cliente que encuentre en Ibercaja personas que conoce y le conocen, para aconsejarle y asesorarle en los momentos financieros vitales.Ayudo a los clientes a gestionar sus finanzas de modo sencillo, que las atiendan mejor, asesorándoles y.
Jan 1993 - Feb 2020
Presidente Plan Pensiones Empleados Ibercaja
Comisión de Control y Subcomisión de Inversiones
May 2018 - May 2019
Especialista De Banca Privada
Jan 2006 - Jan 2019
Sep 1989 - Sep 1991
Team & coworkers
Colleagues at Banco Mediolanum
Other employees you can reach at bancomediolanum.es. View company contacts for 1548 employees →
AS
Anna Sanjuan Martinez
Colleague at Banco MediolanumBadalona, Catalonia, Spain, Spain
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MA
Miguel Angel Meléndez Zapater
Colleague at Banco MediolanumZaragoza, Aragon, Spain, Spain
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JM
Jose María Hernández Avellán
Colleague at Banco MediolanumGreater Valencia Metropolitan Area, Spain
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SH
Sandra Hernández Fernández
Colleague at Banco MediolanumOviedo, Principality Of Asturias, Spain, Spain
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MV
María Victoria Azeves Goldie
Colleague at Banco MediolanumBarcelona, Catalonia, Spain, Spain
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EK
Eva K
Colleague at Banco MediolanumSpain, Spain
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LL
Luca Lazzarini
Colleague at Banco MediolanumSant Cugat Del Vallès, Catalonia, Spain, Spain
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NA
Néstor Albert
Colleague at Banco MediolanumCuart De Les Valls, Valencian Community, Spain, Spain
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EM
Eva Monlleó
Colleague at Banco MediolanumGreater Barcelona Metropolitan Area, Spain
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EM
Enrique Martín Martín
Colleague at Banco MediolanumGreater Sevilla Metropolitan Area, Spain
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Anna Sanjuan Martinez
Colleague at Banco MediolanumBadalona, Catalonia, Spain, Spain
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MA
Miguel Angel Meléndez Zapater
Colleague at Banco MediolanumZaragoza, Aragon, Spain, Spain
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JM
Jose María Hernández Avellán
Colleague at Banco MediolanumGreater Valencia Metropolitan Area, Spain
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SH
Sandra Hernández Fernández
Colleague at Banco MediolanumOviedo, Principality Of Asturias, Spain, Spain
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MV
María Victoria Azeves Goldie
Colleague at Banco MediolanumBarcelona, Catalonia, Spain, Spain
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EK
Eva K
Colleague at Banco MediolanumSpain, Spain
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LL
Luca Lazzarini
Colleague at Banco MediolanumSant Cugat Del Vallès, Catalonia, Spain, Spain
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NA
Néstor Albert
Colleague at Banco MediolanumCuart De Les Valls, Valencian Community, Spain, Spain
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EM
Eva Monlleó
Colleague at Banco MediolanumGreater Barcelona Metropolitan Area, Spain
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EM
Enrique Martín Martín
Colleague at Banco MediolanumGreater Sevilla Metropolitan Area, Spain
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10 education records
Bernardo S. education
Efp European Financial Planner, Financial Planning And Services, Apto
Efpa España
Programa Superior De Planificación Financiera, Financial Planning And Services
Formación Continua Seguros 2023
Grado En Administración Y Dirección De Empresas
European Financial Advisor Efa, Financial Planning And Services
Efpa España
Diplomatura, Innovación Tecnológica Para El Asesoramiento Financiero
Curso De Inversión Responsable, Investments And Securities, Certificado
Nordea Asset Management
Certificado Grupo B, Mediador De Seguros
Centro De Estudios Del Consejo General De Los Colegios De Mediadores De Seguros -Cecas-
Certificado De Experto En Crédito Inmobiliario, Certificación De La Ley De Contrato De Crédito Inmobiliario (Lcci)
Diploma En Asesoramiento Financiero Y Banca Personal (Nivel I + Ii), Finance And Financial Management Services
FAQ
Frequently asked questions about Bernardo S.
Quick answers generated from the profile data available on this page.
What company does Bernardo S. work for?
Bernardo S. works for Banco Mediolanum.
What is Bernardo S.'s role at Banco Mediolanum?
Bernardo S. is listed as I am an exclusive representative agent of Banco Mediolanum and, therefore, I collaborate exclusively with this entity. at Banco Mediolanum.
Where is Bernardo S. based?
Bernardo S. is based in Valencia, Valencian Community, Spain while working with Banco Mediolanum.
What companies has Bernardo S. worked for?
Bernardo S. has worked for Banco Mediolanum, Adeit Fundación Universidad-Empresa De La Universitat De València, Ibercaja, and Caixa Catalunya.
Who are Bernardo S.'s colleagues at Banco Mediolanum?
Bernardo S.'s colleagues at Banco Mediolanum include Anna Sanjuan Martinez, Miguel Angel Meléndez Zapater, Jose María Hernández Avellán, Sandra Hernández Fernández, and María Victoria Azeves Goldie.
How can I contact Bernardo S.?
You can use AeroLeads to view verified contact signals for Bernardo S. at Banco Mediolanum, including work email, phone, and LinkedIn data when available.
What schools did Bernardo S. attend?
Bernardo S. holds Efp European Financial Planner, Financial Planning And Services, Apto from Efpa España.
What skills is Bernardo S. known for?
Bernardo S. is listed with skills including Riesgo Financiero, Estrategia, Corporate Finance, Estrategia Empresarial, Servicios Financieros, Banca, Sales, and Informes Financieros.
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