Jordi Martínez Llorente
Director of Financial Literacy at IEF - Institut d'Estudis Financers- Claim this Profile
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Bio
Experience
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IEF - Institut d'Estudis Financers
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Spain
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Education Administration Programs
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1 - 100 Employee
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Director of Financial Literacy
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Jan 2014 - Present
·Leading the financial literacy team to improve and teach financial literacy to society. ·Managing volunteers (800 yearly) to give financial literacy workshops (3.000 yearly) in public and private educational institutions. (500 schools per year) ·Partnering with European institutions to develop financial literacy programs. ·Member of editorial committee of ODF. ·Leading the financial literacy team to improve and teach financial literacy to society. ·Managing volunteers (800 yearly) to give financial literacy workshops (3.000 yearly) in public and private educational institutions. (500 schools per year) ·Partnering with European institutions to develop financial literacy programs. ·Member of editorial committee of ODF.
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inbestMe
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Spain
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Investment Management
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1 - 100 Employee
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Financial Literacy Advisor & Founder
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Sep 2015 - Present
·inbestMe is the most personalized automated manager in Spain. We offer portfolios with Index Investment Funds, ETFs and Pension Plans. We also have plans with dynamic management, with SRI (Socially Responsible Investment), Value biases and fully customizable portfolios. ·Advisor of financial literacy and financial culture. ·inbestMe is the most personalized automated manager in Spain. We offer portfolios with Index Investment Funds, ETFs and Pension Plans. We also have plans with dynamic management, with SRI (Socially Responsible Investment), Value biases and fully customizable portfolios. ·Advisor of financial literacy and financial culture.
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CatalunyaCaixa
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Financial Services
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500 - 600 Employee
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Feb 2012 - Jan 2014
·Supervision of 300 branches·Manager of back office team·In charge of sells revision
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Dec 2010 - Feb 2012
·Distribution models·Provided support to Human Resources with hiring of upper management·Supervision of Quality Models·Managing commercial projects
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Jul 2010 - Dec 2010
·Teamleader·Management of innovative projects in banking for Catalonias national bank·Participation in CX fusion from (Caixa Catalunya, Caixa Manresa and Caixa Tarragona)
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Caixa Catalunya
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Banking
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200 - 300 Employee
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Dec 2008 - Jul 2010
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Jun 2008 - Dec 2008
Business team leader
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Jul 2004 - Jun 2008
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Dec 1996 - Jun 2004
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Mar 2002 - Jun 2003
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Education
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Institut d’Estudis Financers (IEF)
Diploma, Programa Superior de Gestión Patrimonial -
UPF Barcelona School of Management
Curso, en Análisis de riesgo y rentabilidad de las operaciones financieras