Miguel Muñoz de Luna

Miguel A. Muñoz de Luna presently works as an independent financial advisor providing wealth management services. He left Deutsche Bank in December 2016, where he worked during the 20 previous years. At Deutsche Bank he held the positions of Private Banking Segment Director, Regional Director of Private Banking, and HNWI Group Director. He has also worked at Deutsche Bank as Director of Marketing and Distribution of X-markets Spain (listed structured products). He worked as Investment Management Director for mutual and pension funds at GesNatWest (National Westminster Bank Group). Previously, he was Deputy General Manager - Finance at Caja Cantabria and Portfolio Management Director in charge of individual portfolios, mutual funds, and pension funds in Banco Santander. He has also worked as Finance Officer and Credit Account Officer at Bank of America. He started his professional career as an engineer and construction Project Manager for The Austin Company. He joined the academic field in 2007, and is an adjunct professor at IE (IMBA/MIF), and IEB (Master in International Finance), where he teaches “Wealth Management”. He has also taught “Structured Products” at Centro de Estudios Garrigues (Master en Banca y Finanzas).

Corporate Experience

• Independent Financial Advisor, Madrid-Spain, 2017- Present

• Director, HNWI-Private Banking, Deutsche Bank, Madrid-Spain, 2009-2016

• VP, Head of Marketing and Distribution, X-markets (Deutsche Bank), Madrid-Spain, 2008

• VP, Private Banking Regional Manager, Deutsche Bank, Madrid-Spain, 2005-2007

• VP, Private Banking Segment Manager, Deutsche Bank, Madrid-Spain, 2003-2004

• VP, External Advisors Manager, Deutsche Bank, Madrid-Spain, 2001-2003

• VP, PWM Regional Manager, Deutsche Bank, Madrid-Spain, 1996-2000

• CIO, GesNatWest (Natwest Bank), Madrid-Spain, 1995-1996

• Deputy General Mger. – Finance, Caja de Ahorros de Santander y Cantabria, Santander-Spain, 1992-1994

• CIO, Santander de Patrimonios, Santander de Pensiones (Banco Santander), Madrid-Spain, 1987-1992

• Credit Officer, Bank of America, Madrid-Spain, 1984-1986

• Project Manager, The Austin Company, Madrid-Spain, 1980-1982

• Engineer, The Austin Company, Madrid-Spain, 1978-1979

Academic Experience

• Adjunct Professor of Finance, IE Business School, Madrid-Spain, 2009-Present

• Adjunct Professor of Finance, Instituto de Estudios Bursátiles, Madrid-Spain, 2007-Present

• Adjunct Professor of Finance, Centro de Estudios Garrigues, Madrid-Spain, 2008-2018

Academic Background

• European Financial Advisor, European Financial Planning Association, Madrid-Spain, 2005

• International MBA, IESE Business School (Universidad de Navarra), Barcelona-Spain, 1984

• Master of Science in Civil Engineering, The Ohio State University, Columbus-Ohio (US), 1977

• Bachelor of Science in Civil Engineering, University of Massachusetts, Lowell-Mass. (US), 1976