Eduardo Peralta Palacios has a diverse work experience spanning multiple industries and roles. Eduardo is the Cofounder and CEO of Inveert since April 2019. Prior to that, they took a sabbatical period between August 2016 and September 2018, where they traveled in Southeast Asia and lived in Bali, Indonesia. During this time, they also invested in and worked on a villa in Bali.
Before their sabbatical, Eduardo worked at Fisher Investments from July 2014 to July 2016 as a Senior Investment Counsellor, where they helped set up the Spanish operations and managed relationships with high-net-worth clients. From June 2009 to June 2014, they worked at Tressis as a Private Wealth Manager and Team Leader. In this role, they managed client acquisition, closing, and long-term management, as well as leading a team of junior client advisors.
Prior to Tressis, Eduardo worked at UBS Wealth Management from October 2007 to May 2009 as a Product Specialist and Client Advisor, and at Banco Santander from August 2006 to September 2007 as a Client Advisor. Eduardo also has experience at General Electric Healthcare as a Financial Department Consultant from September 2005 to July 2006, and had an internship at CUNEXT COPPER INDUSTRIES SL from June 2004 to September 2004. Overall, Eduardo has a strong background in finance and wealth management, with experience in leadership, client acquisition, and relationship management.
Eduardo Peralta Palacios has a diverse education history spanning various fields of study. In 2012 and 2013, they attended ISDI, where they pursued a Master's degree in Internet Business with a focus on Marketing. Prior to this, from 2010 to 2011, Eduardo studied at IEB, specializing in Wealth Management & Investment Advisory, gaining expertise in financial services and financial management.
In 2007 and 2008, Eduardo enrolled in the Centro de Estudios Garrigues, completing a Master's program in Banking and Finance, focusing on banking and financial services. Earlier, from 2000 to 2005, they attended Universidad CEU San Pablo, earning a Bachelor of Business Administration (BBA) degree. Eduardo studied finance and marketing, gaining a solid foundation in these areas.
During their time at Universidad CEU San Pablo, Eduardo spent the academic year 2003-2004 at Leeds Beckett University in the United Kingdom. Eduardo pursued a BA (Hons) degree in International Business, which enhanced their understanding of business administration.
As for additional certifications, Eduardo achieved the European Financial Advisor designation from EFPA Spain in June 2011. Eduardo also obtained an Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI), although the specific month and year are not provided.
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