Freelancer profile translated to English.

Description

I will transform your budget into a lever for financial freedom

Regain control of your finances and achieve your goals.

With 7 years of experience in banking and wealth management, I analyze your budget, identify potential savings, and implement a clear and personalized action plan.

**Result**: less stress, more savings, and the freedom to accomplish your projects.

Confidentiality, clarity, and efficiency guaranteed.

What I offer you:

Complete analysis of your current budget and financial assets

Concrete strategies to improve your management

Savings plan adapted to your projects (travel, retirement, children…)

Simple tools to track your progress and stay motivated

Tailor-made support to take immediate action

Why trust me?

Expertise from the banking and wealth management sector

Clear methods, without technical jargon

Human, motivating, and results-oriented approach

Absolute discretion and confidentiality

🎯 Goal: To enable you to live your finances serenely, without stress or unforeseen events, while moving towards your ambitions.

📌 Contact me today and together let's make your budget a true lever for freedom.

Appointments in Bastia or via video conference throughout France

Industry field of expertise

Languages

French
Native or bilingual
English
Fluent

Workplace preferences

Remote only

Primarily works remotely

CR Consulting
Manager
BANKING AND INSURANCE
January 2025 - Today (1 year and 5 months)
Furiani, France
Structuring and developing the company. Developing the commercial strategy and prospecting individual clients. In-depth analysis of client financial flows and assets to provide them with a clear and achievable action plan. Positive feedback on my services. Professional follow-up.
Budget Management Budget Tracking Budget Budget Steering Finance
Altanto
Manager
E-COMMERCE
September 2022 - Today (3 years and 9 months)
Furiani, France
Structuring and developing the company by creating and managing the customer journey, product sourcing, website creation and development, negotiating contracts with carriers and suppliers. Inventory and after-sales service management, communication and commercial strategy management. Achievements: 53% increase in turnover in 2025 and 9% increase in net margin.
Social Media
Caisse d'Épargne,
Private Client Manager
BANKING AND INSURANCE
October 2016 - October 2023 (7 years)
Bastia, France
Developing the client portfolio in areas related to my role: banking, insurance, liquid and financial savings, real estate and consumer financing. Achievements: Provided a comprehensive financial and asset assessment for all new client relationships and proposed tailor-made solutions to enhance customer satisfaction. Supported and monitored key steps to increase client engagement (savings, insurance, financing).
Client Management Savings Finance Budget Tracking