Freelancer profile translated to English.
Back to original languageAbout Benjamin
Financial expert with 12 years of banking experience, I assist entrepreneurs and investors in:
Real estate and professional financing
Analysis of project viability and solvency
Structured financial arrangements for private and professional financing
Development of banking documentation
Cash flow optimization
My goal: to help you secure your decisions and achieve concrete results.
French
Native or bilingual
Spanish
Native or bilingual
English
Conversational
Remote only
Primarily works remotely
Experience
- LCL, CIC, BREDFinancial advisor for professionalsBANKING AND INSURANCEJanuary 2012 - January 2024 (12 years)Management of professional client portfolios and deputy branch manager overseeing 12 advisors. Banking risk management: credit, operational, AML/CFT. Financial analysis, solvency assessment for private, real estate, and professional financing. Financial advice: cash flow management and optimization, invoice financing, provident/insurance, social engineering (employee savings plans). Business activity steering, validation of bank credit risks.
- IndépendantFinancial expert, speakerJanuary 2024 - Today (2 years and 7 months)Expert in real estate and professional financing. Analysis of professional real estate investment projects. Development of banking documentation. Business consulting. Personalized support for investors and entrepreneurs.
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Education
- Master's degree in Banking, Finance, and InsuranceUniversity Paris 13 / CFPB2012Master 2 BANQUE FINANCE ASSURANCE MENTION CLIENTELE DES PROFESSIONNELS
- Bachelor's degree in Banking, Finance, and InsuranceUniversity Paris 132010Licence BANQUE FINANCE ASSURANCE
Certifications
- AMF CERTIFICATIONCFPB2012