EUROPEAN FINANCIAL ADVISOR (Finance and Financial Management Services)
2018 - 2018
Universitat Autònoma de Barcelona
DEGREE (ECONOMICS)
2002 - 2007
Blue Valley North High School
(GRADUATED ON HIGH SCHOOL)
2000 - 2001
Colegio Mieria
IES Jaume Almera Vilassar de Dalt,Spain
Bachelor of Science - BS
Jordi Planas Martinez's Skills
Retirement Planning
Series 7
Asset Allocation
Investment Strategies
Jordi Planas Martinez's Summary
Jordi Planas Martinez, based in Barcelona, CT, ES, is currently a Director de Relación en Banca de Empresas at BBVA en España, bringing experience from previous roles at BBVA and UNNIM. Jordi Planas Martinez holds a 2022 - 2023 Executive MBA @ EAE Business School. With a robust skill set that includes Retirement Planning, Series 7, Asset Allocation, Investment Strategies and more, Jordi Planas Martinez contributes valuable insights to the industry. Jordi Planas Martinez has 2 emails on RocketReach.