CaixaBank
Felipe Plaza, CFA has extensive work experience in the finance industry. Felipe started their career in 2003 at BBVA and worked there for a year. In 2004, they joined Barclaycard for a year before moving to CaixaBank in 2005. At CaixaBank, Felipe had various roles including Financial Advisor/Account Manager, Credit Risk Specialist, Senior Credit Risk Manager, and Assistant Director for Corporate & Acquisition Loans/Structured Finance. Their most recent role at CaixaBank was as Director for Corporate & Acquisition Loans/Structured Finance. Their work experience showcases their expertise in risk management, credit analysis, and financial advisory.
Felipe Plaza, CFA holds a Chartered Financial Analyst (CFA) designation from the CFA Institute, which they obtained in 2017. Felipe also has a Master's degree in Finance from Universidad Pontificia Comillas, which they completed from 2007 to 2009. Prior to that, they earned a degree in Management and Business Administration from Universidad Complutense de Madrid, which they completed from 1997 to 2003. Felipe Plaza also has additional certifications, including being a Certified Advisor from the CFA Society Spain. Felipe has also completed coursework in Financial Modelling and Analysis of Financial Forecasts from IEB.
CaixaBank
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Caixabank SA is a Spain-based bank. Its activities are divided into two business segments: Banking and insurance, as well as Investments. The Banking and insurance division provides financial services for individual customers, including retail, private and personal banking, business customers, such as commercial and corporate banking, cash management and markets solutions, as well as offers insurance products. The Investments division includes investments in the international banking investee portfolio, as well as stakes in other companies, such as Repsol SA and Telefonica SA. The Bank operates through domestic and foreign branches, as well as representative offices in Europe, the Americas, Africa and Asia. It is a subsidiary of Criteria Caixa SA.