Freelancer profile translated to English.
Back to original languageAbout Alexis
Graduated with a Master 2 focused on Financial Markets, and a second Specialized Master's in Wealth Management from the prestigious SKEMA Business School, I have always enjoyed exploring all aspects of finance.
With 10 years of experience in Investment Banking and Private Banking, my skills have led me to manage nearly 100 million euros in financial markets.
In 2021, I created itac to satisfy my passion for the profession, as well as human relationships. This allows me to continue investing hand in hand with my clients, with a transversal approach integrating taxation and legal aspects.
French
Native or bilingual
English
Fluent
Remote only
Primarily works remotely
Experience
- ITACFounder President - Wealth ManagementCONSULTING AND AUDITSJanuary 2021 - Today (5 years and 5 months)Bordeaux, FranceAssisting my clients with all the wealth-related issues they encounter. I rely on a wide range of solutions: financial, real estate, legal, and tax. Each profile is different and deserves special attention.website: https://itac-ir.zyrosite.com/linvestisseur-responsable
- MBwayGuest LecturerEDUCATION AND E-LEARNINGJanuary 2023 - Today (3 years and 5 months)Paris, FrancePreparation of the course taught - Facilitation of each session - End-of-year examsM1 Management - Finance: Thesis SupervisionM1 Wealth Management: Wealth TaxationM2 Wealth Management: Financial Asset Management + Portfolio Supervision
- Groupe Crédit AgricolePortfolio ManagerBANKING AND INSURANCEJanuary 2019 - December 2021 (3 years)Paris, France100M in assets under managementMarket monitoringEconomic situation updateManagement of a private banking client portfolioArbitrage on life insurance, securities accounts, PEA (Share Savings Plan)
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Education
- (MS) Specialized Master's, Financial Wealth ManagementSKEMA Business School2019(MS) Mastère Spécialisé, Gestion de Patrimoine Financier
- Master's degree, financial marketsESG Finance2018Master's degree, financial markets
Certifications
- CIF (Financial Investment Advisor)ORIAS (Single Registry Body for Insurance, Banking and Finance Intermediaries)2021
- Carte T (Real Estate Transaction)CCI Bordeaux (Chamber of Commerce and Industry)2021