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About Anthony

For over 14 years, I have been supporting individuals, executives, and companies in their development, customer relations, and wealth management strategies.

My main strength lies in my ability to create, develop, and sustain trusting relationships. I am convinced that a company's performance is primarily based on the quality of the experience it offers its customers. That's why I place particular importance on listening, proximity, and the personalization of each client engagement.

Beyond customer relations, I also intervene in structuring high-performing organizations. I assist companies in creating, developing, and managing teams dedicated to customer relations, with the goal of ensuring quality follow-up, strengthening loyalty, and transforming each interaction into real added value.

I enjoy designing strategies that create a strong customer relations culture, where every employee becomes an ambassador for the company. This involves defining processes, implementing performance indicators, developing team skills, and fostering a true sense of belonging, both internally and with clients.

Recognized for my leadership, listening skills, and ability to unite people, I support organizations in their development by balancing commercial performance, operational excellence, and the quality of human relationships.

Whether your goal is to improve customer loyalty, structure a customer relations department, develop a team, or optimize your support strategy, I offer you a pragmatic, results-oriented, and sustainable approach.
  • French

    Native or bilingual

Can work on-site
Beaune (up to 50km), Aix-en-Provence (up to 50km), Lyon (up to 50km)

Experience

  • CIF
    Wealth Manager
    CONSULTING AND AUDITS
    December 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.
  • iSelection
    Sector Manager
    July 2016 - December 2022 (6 years and 5 months)
    Cote d'Or, France
    Management of a network of 35 partner bank branches in Côte-d'Or.
    Client support in structuring real estate investment solutions.
  • UFF
    Wealth Management Advisor
    CONSULTING AND AUDITS
    January 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 Advisor
    CIF – Conseiller en Investissement Financier
  • MOBSP – Non-exclusive Agent MIA – Insurance Intermediary Agent
    MOBSP – Mandataire non exclusif MIA – Mandataire d'intermédiaire d'assurance

Certifications

  • CIF - Diploma ID: 23/10496
    JURISCAMPUS
  • AMF - Diploma ID: CA-AMF-32802
    Autorité des marchés financiers (AMF) – France
    2023

Skill set

Categories