About Anthony
French
Native or bilingual
Experience
- CIFWealth ManagerCONSULTING AND AUDITSDecember 2022 - Today (3 years and 8 months)Comprehensive wealth management for individuals, business leaders, and investors. Financial allocation, investment real estate, tax and legal engineering. Advanced strategies: holding company structuring, in-fine financing, Lombard lending.Progressive integration of digital tools and AI in client monitoring.
- iSelectionSector ManagerJuly 2016 - December 2022 (6 years and 5 months)Cote d'Or, FranceManagement of a network of 35 partner bank branches in Côte-d'Or.Client support in structuring real estate investment solutions.
- UFFWealth Management AdvisorCONSULTING AND AUDITSJanuary 2015 - January 2016 (1 year)Comprehensive wealth management for individuals, business leaders, and investors. Financial allocation, investment real estate, tax and legal engineering.
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Education
- CIF – Financial Investment AdvisorCIF – Conseiller en Investissement Financier
- MOBSP – Non-exclusive Agent MIA – Insurance Intermediary AgentMOBSP – Mandataire non exclusif MIA – Mandataire d'intermédiaire d'assurance
Certifications
- CIF - Diploma ID: 23/10496JURISCAMPUS
- AMF - Diploma ID: CA-AMF-32802Autorité des marchés financiers (AMF) – France2023