About Anthony
French
Native or bilingual
English
Conversational
Spanish
Basic
Experience
- PredictisIndependent Wealth Management AdvisorBANKING AND INSURANCEApril 2021 - Today (5 years and 2 months)Boulogne-Billancourt, FranceAs a Wealth Management Advisor at Predictis, I assist individuals, business leaders, and self-employed professionals in optimizing, securing, and growing their assets.My approach is based on a comprehensive analysis of each client's assets, financial, and tax situation to propose personalized solutions tailored to their objectives: preparing for retirement, reducing taxes, growing capital, protecting the family, financing real estate projects, or optimizing business cash flow.Areas of Expertise:
- Retirement savings and tax reduction schemes (PER)
- Life insurance and capitalization contracts with private management
- Capitalization contracts for business cash flow
- Tax optimization and reduction
- Health, disability, and family protection insurance
- Individual and group health insurance
- Professional Liability Insurance (PLI)
- New real estate investment and tax schemes (Pinel, Malraux, Historical Monument)
- Real estate financing search
- Loan negotiation, renegotiation, and consolidation
- Borrower's insurance
- Business loans
Main Responsibilities:- Conducting comprehensive asset assessments
- Assisting in the implementation of recommended solutions
- Regular client follow-up and adjustment of wealth strategies
- Developing and retaining a client portfolio
- Commercial prospecting and acquiring new clients
My goal is to provide my clients with a clear and structured vision of their assets, enabling them to make the best decisions to protect, enhance, and transfer their wealth. - Expleo GroupLive Series Business EngineerFebruary 2020 - July 2020 (5 months)Montigny-le-Bretonneux, FranceAs a Business Engineer at Expleo Group, I participated in the management of technical projects in the automotive sector, ensuring coordination between suppliers, Live Series teams, and various engineering departments.This experience allowed me to develop skills in project management, technical follow-up, and cross-functional coordination in a demanding industrial environment.Main Responsibilities:
- Management of technical subjects related to sealing and vision systems
- Supplier management and tracking of action progress
- Coordination of technical projects in line with quality, cost, and deadline objectives
- Supporting Live Series project managers in operational file monitoring
- Interface with various departments: technical experts, architects, design, and project teams
- Analysis of technical issues and participation in the implementation of appropriate solutions
- Preparation of monitoring materials and progress reporting
Skills:- Technical project management
- Cross-functional coordination
- Supplier management
- Communication and action tracking
- Technical analysis and problem-solving
- Reporting and summarization
This experience strengthened my ability to work on complex technical subjects, coordinate multiple stakeholders, and effectively contribute to the smooth running of industrial projects. - ACTIDYN SYSTEMESMechanical Design EngineerMay 2019 - August 2019 (3 months)Élancourt, FranceAt Actidyn Systems, I held a position as a Design Office Engineer, specializing in mechanical design, modernization of industrial equipment, and technical project management.My mission was to analyze existing machinery, design retrofit and compliance solutions, and then produce all the studies and plans necessary for their evolution based on new client needs.Main Responsibilities:
- Design of a test bench from an existing machine
- Dismantling and measurement on-site
- 3D modeling of the existing equipment
- Retrofitting and functional adaptation according to new needs
- Compliance with current standards
- Production of assembly and detail drawings
- Modernization of industrial equipment directly at client sites
- Project monitoring and technical coordination with various stakeholders
Skills Developed:- Mechanical design and CAD modeling
- Retrofitting of special machines
- Bringing industrial equipment up to standard
- Production of technical drawings
- Functional analysis and measurement
- Technical project management and monitoring
This experience allowed me to develop solid expertise in mechanical design and modernization of industrial equipment, while strengthening my skills in project management and client relations.
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Education
- Orias
- Engineering Degree, Mechanics, Digital and ModelingESILV - Léonard de Vinci Engineering School2020Diplôme d'ingénieur, Mécanique, Numérique et Modélisation