Freelancer profile translated to English.

Description

Hello,

I am looking for a supplementary income by helping my clients through wealth analysis, then by directing them towards appropriate financial solutions. I can also help companies with administrative, accounting, or tax matters.

Languages

English
Conversational
Spanish
Basic
French
Native or bilingual

Workplace preferences

Can work on-site

Nantes (up to 50km)

ALLIANZ
Wealth Management Advisor
September 2008 - February 2021 (12 years and 5 months)
Nantes, France
I arrived at the time when AGF became Allianz.
After 10 years of experience as a wealth advisor, I held the same position at Allianz.
Financial advisor Client contact Wealth statement
Union financière de France (UFF)
Wealth Management Advisor
September 1998 - August 2008 (9 years and 11 months)
Nantes, France
After commercial experience in advertising sales, I joined this company which offered renowned internal training in wealth management.
I went through all the stages that led me to become a confirmed advisor.