Sergi Jiménez

Chief Financial Officer at Danelfin

Sergi Jiménez has over 25 years of work experience in various roles and industries. Sergi is currently serving as the Chief Financial Officer at Danelfin since November 2021. Prior to this position, they were the General Manager at Danelfin, a leading AI company specializing in stock selection and portfolio management through the use of Artificial Intelligence and Big Data technology. Sergi joined the company in January 2018 and held this role until November 2021.

Before joining Danelfin, Sergi worked as the Co-Founder and CFO at SAFIC-Finances, where they provided business financial consulting services, including analyzing and implementing business plans and projects, as well as seeking funding and investment opportunities. Sergi started working at SAFIC-Finances in August 2013.

Sergi has also served as an Associate Professor at ESIC Business & Marketing School, specifically in the Praxis MMT Business Simulations program. Sergi held this role from February 2005 until March 2021.

Prior to their experience at Danelfin, SAFIC-Finances, and ESIC Business & Marketing School, Sergi held various managerial positions in the banking sector. Sergi worked as an Area Manager at Triodos Bank España from June 2016 to January 2017, where they developed the commercial strategy for the assigned area and monitored key objectives such as customer acquisition and financing.

Before that, they served as the SME Branch Manager at Banco Popular from August 2015 to June 2016, where they focused on market prospecting, client portfolio management, and office organization.

Sergi also worked as the SME & Corporate Banking Manager - Mediterranean Area at Sa Nostra - Caixa de Balears from May 2009 to August 2013. In this role, they were responsible for managing a portfolio of 90 clients and supporting corporate customer acquisition. Sergi also served as a Branch Manager at the same organization from March 2006 to May 2009.

Additionally, Sergi had experience as a Branch Manager at Caja Rural de Jaen from June 2005 to February 2006, as well as Deputy Manager and Jefe Comercial at Caixa d'Enginyers from December 1997 to June 2005. Sergi started their career as a Gestor Comercial at Caixa Catalunya from May 1996 to October 1997.

Prior to their roles in the banking sector, Sergi worked as an Administrativo Comercial at Grupo Banco Popular from November 1994 to November 1995.

Overall, Sergi Jiménez has a diverse background with experience in finance, banking, education, and AI technology.

Sergi Jiménez has a diverse educational background in the field of business and finance. Sergi obtained a Certificate in Wealth & Investment Management Level 3 from The Chartered Institute for Securities & Investment (The CISI) in 2020. In 2014, they completed a Master in Business Administration (MBA) at EAE Business School, specializing in Business Administration and Management. Additionally, they participated in a Technology Entrepreneurship Course at Stanford University in 2012. Sergi also holds a University degree in Business Administration, Management, and Operations from Universitat Oberta de Catalunya, which they completed from 2006 to 2012. Sergi further enhanced their knowledge in finance by completing a Posgrado en Dirección de Entidades Financieras at Universitat Pompeu Fabra from 2010 to 2011. Prior to that, they earned a Bachelor of Business Administration (B.B.A.) from Universitat Oberta de Catalunya in 2006.

In terms of additional certifications, Sergi obtained the International Certificate in Wealth & Investment Management from The Chartered Institute for Securities & Investment (The CISI) in March 2020. Sergi also holds the Certified Islamic Banker certification, obtained from the General Council for Islamic Banks And Financial Institutions (CIBAFI) in May 2014.

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Timeline

  • Chief Financial Officer

    November, 2021 - present

  • General Manager

    January, 2018