Freelancer profile translated to English.
Back to original languageAbout Eric
I support small structures, micro-enterprises, and freelancers in integrating artificial intelligence and automations into their administrative, prospecting, and marketing actions to optimize their visibility at the best cost.
My mission is to democratize cutting-edge digital technologies to save you precious time, eliminate time-consuming tasks, and sustainably grow your revenue.
My experiences give me a transversal view of the organizations that engage me. The objective: increase your revenue.
English
Fluent
French
Native or bilingual
Remote only
Primarily works remotely
Experience
- BM CapitalConsultantCONSULTING AND AUDITSJanuary 2014 - Today (12 years and 7 months)Toulouse, FranceConsulting:- Consulting activities , which covers Strategy, Advisor in organization and optimization of financial asset management, Performance improvement, Transactions services, Asset allocation advisory, ...Business Intelligence Developer- Designing tools for data visualization and business intelligence (excel, powerbi, MT4 & ProReal Time) ,
- LeCoachFinancierBrokerBANKING AND INSURANCEFebruary 2014 - April 2025 (11 years and 2 months)Toulouse, FranceCourier for individuals and professionals- development of financing solutions- modeling of solutions to aid financing choices- search for new banking partners (725 banks registered - AMF)
- HSBC Private BankPortfolio ManagerBANKING AND INSURANCEDecember 2003 - February 2009 (5 years and 2 months)Paris, FranceWeekly investment strategy and portfolio management meeting, stock picking meeting. Buy and sell orders on stock market. Monitor client database, on client investment restrictions, new and cancelled mandates, Monitor and manage the cash positions of each client portfolio, avoiding overdrawn positions. Manage the implementation of the STP system for buy&sell stock orders.Manage the implementation of the Accounting system for the Treasury support department. Manage the implementation of the STP system for FX and Money Market operations.Active relationship with HSBC Geneva and Monaco for the benefit of these IT implementations projects (process and organization),Providing training to business users and participating in post implementation process IT,Maintain group audit, control and compliance standards.
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Education
- Master 2 Financial ManagementIAE1997Le parcours Management Financier International a pour objectif de former des cadres de haut niveau dans le secteur bancaire et financier qui pourront évoluer au sein d'institutions financières internationales ou dans des directions d'entreprise multinationales.
- Master 2 Wealth ManagementCESB2007La formation de référence pour l'accompagnement de la clientèle "haut de gamme" dans la constitution et l'optimisation de son patrimoine.