Freelancer profile translated to English.
Back to original languageAbout Guillaume
Wealth Management Advisor, my goal is to boost your company's cash flow, offer solutions for employee retirement plans, implement employee savings plans, and anticipate end-of-career and severance indemnities. I can visit your premises anywhere in France.
French
Native or bilingual
Can work on-site
Limoges (up to 50km)
Experience
- SnL ConseilPermanent Wealth Management AdvisorJanuary 2022 - January 2023 (1 year)Paris, France• Prospecting• Client Consulting
- réseau ProdémialWealth Management AdvisorJanuary 2019 - January 2022 (3 years)• Wealth assessment• Tax optimization• Financial investment advice and management
- Dynabuy 87 et 23Development ManagerJanuary 2020 - January 2022 (2 years)• Management of Executive Meetings• Prospecting for purchasing groups and employee representative committees
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Education
- Master 2 International, Commerce and FinanceUniversity of Limoges2018Master 2 International, Commerce et Finance
- Master 1 International Commerce and BusinessUniversity of Limoges2017Master 1 Commerce et Affaires Internationales