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Charlene GeliCG

Charlene Geli

Supermalter

Management Control

€400/day
Bordeaux, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Charlene

After almost 10 years of management control across large groups and various sectors (e-commerce, tourism, real estate, pharma), I decided to train to become an independent wealth advisor. To enrich my skills, I decided to train in wealth management, an activity I recently started as an independent in a development context. In parallel, I maintain my management control activity and wish to put my expertise at the service of companies in need, in a more flexible format, namely a few days a week or a month, adaptable according to your constraints/objectives.
Looking forward to discussing with you.
  • French

    Native or bilingual

  • Spanish

    Conversational

  • English

    Conversational

Can work on-site
Bordeaux (up to 20km)

Experience

  • CharleneGeli
    Wealth Solutions Advisor, Independent
    CONSULTING AND AUDITS
    September 2024 - Today (1 year and 9 months)
    France
    Conducting audits and client recommendations based on identified wealth objectives: Savings, Retirement, Taxation, and Estate Planning.
  • bioMerieux SA,
    Industrial Management Control
    April 2022 - April 2024 (2 years)
    Lyon, France
    • Financial management of the production scope (industrial KPIs)
    • Management of CAPEX for the entire site
    • Member of the industrial performance committee
  • Cdiscount, groupe Casino,
    IT Costs Management Control, Permanent Contract
    January 2021 - January 2021
    Bordeaux, France
    Monitoring the performance of the IT department of the CDISCOUNT subsidiary, monthly closings, reporting, data analysis

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Education

  • IOBSP II, MIA and ALPSI certifications approved by the AMF
    2025
    Habilitation IOBSP II, MIA et ALPSI agréés AMF
  • Master of Science II
    INSEEC
    2017
    Master of Science II

Skill set

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