Diego Iglesias

Diego Iglesias has a diverse work experience spanning over several companies and roles. Their most recent position was as a Vice President - Sales Executive at Franklin Templeton, starting in October 2020. Prior to that, from June 2018 to October 2020, they worked as a Sales Director at UNICORN STRATEGIC PARTNERS.

Before these roles, starting in March 2014 and ending in June 2018, Diego worked at Aiva | Member of the Old Mutual Group as an Asset Management / Portfolio Manager. Diego was responsible for overseeing fund selection, maintaining relationships with fund providers, and co-managing model portfolio strategies and Lux SICAV fund of funds. Diego also managed a discretionary management service for high-net-worth and ultra-high-net-worth clients, overseeing more than 100 million in assets under management.

Diego's work experience also includes previous roles at Old Mutual International as a Unit Linked Administrator, at BBVA in institutional and corporate investments, and at MM&A Consultants in offshore tax and accounting services.

Overall, Diego Iglesias has a strong background in sales, asset management, and financial planning, with experience working for reputable companies in the industry.

Diego Iglesias obtained a degree in Public Accountancy with a specialization in Finance and Financial Management Services from Universidad ORT Uruguay in 2015. In 2016, they completed certifications in "Meeting Investors' Goals" and "Understanding Financial Markets" from the University of Geneva on Coursera. In addition, Diego is a 2018 Level I CFA (Chartered Financial Analyst) candidate certified by the CFA Institute.