About Frédéric
French
Native or bilingual
Experience
- Montparnasse gestion privéeWealth Management Project ManagerBANKING AND INSURANCEJanuary 2021 - Today (5 years and 5 months)Paris, FranceWith a holistic approach to wealth, I offer all solutions that may suit my clients. I take into account the issues of wealth creation, development, structuring, and transfer.
- AxaGeneral Insurance AgentBANKING AND INSURANCEMarch 2020 - December 2020 (10 months)Versailles, FranceDevelopment of a client portfolio mainly composed of liberal professionals and companies. Advice for financial investments with optimization of wealth transfer.
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Education
- Commercial Development ManagerEDHEC Business School2018- Management Commercial - Marketing stratégique et opérationnel - Expérience client et Marketing digital - Négociation - Piloter les coûts et les performances - Raisonnement et choix stratégiques - Stratégie, Management et RSE - Techniques d’audit et diagnostic organisationnel - États financiers et décisions - Droit commercial et des sociétés
Skill set (16)
Categories
- Other