Freelancer profile translated to English.
Back to original languageAbout Angelo
I carry out various complementary activities, at the crossroads of entrepreneurial commitment and wealth management.
🌿 Expansion Manager – Biocoop
My mission is to support those who wish to open their store within the network.
I guide them throughout their journey:
• From project definition to opening
• Ensuring consistency with Biocoop's cooperative values and business model
• With structured, transparent, and human support
💼 Wealth Management Consultant
I assist individuals and professionals in managing, optimizing, and securing their assets.
My approach is based on three pillars:
• Education: simplifying information to encourage good decisions
• Tailor-made: offering solutions aligned with your goals
• Sustainable follow-up: supporting you over time to create or grow your assets
📌 Objectives:
• Tax optimization
• High-performance savings
• Retirement planning
• Peaceful inheritance
• Family protection
I also contribute to the development of future wealth management consultants by training and supporting them in building their own businesses.
🔗 Support Methodology
Diagnosis – Analysis of your situation and objectives
Recommendations – Development of a clear and adapted strategy
Implementation – Operational deployment, monitoring, and regular adjustments
🤝 A network of recognized partners
I collaborate with expert players in investment, finance, insurance, and real estate to guarantee rigorous, accessible, and effective solutions.
In addition to this, I am also skilled in creating video montages to help you present your business professionally and attractively. Trust me to improve your company's online presentation and offer quality content to your clients.
French
Native or bilingual
English
Fluent
Italian
Fluent
Remote only
Primarily works remotely
Experience
- ProdemialWealth Management AdvisorMay 2025 - Today (1 year and 1 month)Paris, FranceMy approach is based on three pillars:• Education: simplifying information to encourage good decisions• Tailor-made: offering solutions aligned with your goals• Sustainable follow-up: supporting you over time to create or grow your assets📌 Objectives:• Tax optimization• High-performance savings• Retirement planning• Peaceful inheritance• Family protectionI also contribute to the development of future wealth management consultants by training and supporting them in building their own businesses.🔗 Support MethodologyDiagnosis – Analysis of your situation and objectivesRecommendations – Development of a clear and adapted strategyImplementation – Operational deployment, monitoring, and regular adjustments
- Coopérative BiocoopExpansion ManagerFebruary 2024 - Today (2 years and 4 months)Paris, FranceMy mission is to support those who wish to open their store within the network.I guide them throughout their journey:• From project definition to opening• Ensuring consistency with Biocoop's cooperative values and business model• With structured, transparent, and human supportDo you have a project for an organic, ethical, and committed store? I am here to help you make it happen.
- STOREE RETAILBusiness Real Estate Project ManagerSeptember 2021 - August 2023 (1 year and 11 months)Paris, France• Physical / telephone prospecting: regular exchanges with landlords, tenants, Asset Managers• Analysis of client needs and identification of resources to implement• Market analysis to determine valuation opinions on assets• CRM management and oversight• Regular monitoring of rental projects• Marketing management: creation of targeted email campaigns for landlords, tenants, LinkedIn posts• Organization of physical and virtual tours
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Education
- International Project ManagementUniversity Paris Nanterre2021- Approches Agile, Scrum et Waterfall - Projets de développement de produits, de construction, de déploiement de logiciels et les projets de transformation organisationnelle. - Techniques de segmentation de marché, - Stratégies de positionnement et outils d'analyse de marché.
- BTS Real Estate ProfessionsSuptertiaire2020