Jose Andres Martinez, MBA, CWMA in

Jose Andres Martinez, MBA, CWMA

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Corporate Development and Governance Manager at BBVA Global Wealth Advisors
📍 Miami, Florida, United States

Jose is a Corporate Development Manager at BBVA Global Wealth Advisors with over 10 years of experience in private banking and investment analysis. A Certified Wealth Management Advisor, he focuses on leveraging technology and AI to enhance operational efficiency and elevate client experiences in the wealth management sector.

He is a firm believer in continuous learning and creating a positive community impact, participating in local environmental initiatives like park cleanups. Based in Miami, he brings his local-inspired style to industry events, showing a personable and engaged approach to his professional life.

Unique fact: He has authored and published detailed economic analyses on topics ranging from Chinas GDP growth to US Federal Reserve monetary policy.

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Experience
13 Years
Current Role
Corporate Development and Governance Manager
Job Level
Middle
Location
Miami, Florida, United States
Personality Overview

How Jose shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jose cares about

Fintech & AI
Passionate about implementing technology and AI to transform financial advisory practices, focusing on real-world execution rather than just industry hype.
Operational Velocity
A key theme he follows at industry conferences, focused on improving operating models and boosting team performance through efficient processes and technology.
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Career

Work history

3-2025
Corporate Development and Governance Manager
BBVA Global Wealth Advisors
4-2024 - 5-2025
Investment Counselor
BBVA Global Wealth Advisors
8-2022 - 4-2024
Private Banking Investment Advisor
BBVA
5-2020 - 8-2022
Senior Key Account Director
Banco Sabadell
3-2016 - 5-2020
Head of Financial Markets Unit, Research Department
Banco Sabadell
In the press

Media appearances

BBVA Global Wealth Advisors collaborates with BNY Mellon’s Pershing to provide brokerage services to its clients. Featured in BBVA.com
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BBVA opens an investment advisory office in Miami to serve high‑net‑worth Latin American clients. Featured in BBVA.com
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Education
4-2023 - 11-2023
Executive MBA
thePower
1-2023 - 3-2023
SAQ Certified Wealth Management Advisor (CWMA)
Fitch Learning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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