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Telmo Rodriguez

Associate
Zurich

As an Associate my role is to assist the team in developing strategic projects and financial advisory services.

I am Spanish and have a multicultural background, having lived in Spain, Germany, Austria and Switzerland. Additionally, I am fluent in Spanish, English and. During my studies in Economics at the University Carlos III of Madrid and my Master in Private Banking, I focused on finance and economy. I did an internship at the Spanish Ministry of Foreign Affairs, which further developed my interest in macroeconomics. Following this interest, I joined and subsequently became a member of the Board of Directors of the Finance Association of the University and was awarded by the Argent Spain Institution for my contributions in the field of financial analysis and company valuation.  

I have worked in the private banking division of Banco Santander and in the strategic consulting division of EY-Parthenon. With four years of experience in private banking and strategy consulting, my passion for financial markets and my ESG and private equity expertise, I will bring value to our FINAD’s high-calibre clientele.

Curriculum Vitae
2024 - present
Associate
FINAD
  • Portfolio management
  • Focus on Spanish client
  • Taxonomy optimization
  • Corporate structures
09.2021 - 2023
Strategieberater
EY-Parthenon
  • Strategy consultant – Member of the leads origination team. Sustainability Hub: developed sustainability strategy and business development projects.
  • Private Equity and ESG
  • Commercial, Operational & ESG Due Diligences in various industries
01.2020 - 06.2021
Analyst
Santander Private Banking
  • Analyst Structured Products Department
  • Portfolio Management and financial advisory
02.2018 - 06.2018
Intern
Ministry of Foreign Affairs Spain
Ministry of Foreign Affairs Spain
Education
2020 - 2021
Master In Private Banking

AFI Business School

2017 - 2020
Universidad Carlos III de Madrid

Bachelor in Business Administration