Freelancer profile translated to English.
Back to original languageAbout Audric
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- Credit Mutuel GestionAsset ManagerNovember 2022 - Today (3 years and 8 months)› Portfolio management for institutional and private clients — asset allocation, market monitoring, regulatory reporting.› Mastery of complex business processes and financial data: a key skill directly transferable to automation.› Planned transition to AI & automation consulting for SMEs (Dec., skills=[]
- BNP ParibasWealth AdvisorOctober 2018 - November 2022 (4 years and 1 month)› Wealth management advice, investment strategies, management of an active client portfolio.
- Colbert Patrimoine Invest / Astoria Finance / BNP ParibasWealth AdvisorSeptember 2016 - January 2018 (1 year and 4 months)Wealth management advice, investment strategies, management of an active client portfolio, prospecting
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Education
- Product Builder No-CodeEcole Cube2026Product Builder No-Code
- Master's in Wealth ManagementESG Finance2016Mastere Gestion de Patrimoine