About Jean Marc
Italian
Native or bilingual
English
Fluent
Experience
- VALHORIZONSFounder & ManagerBANKING AND INSURANCESeptember 2021 - Today (4 years and 9 months)Lyon, France“Our story, your wealth management”Founded in September 2021, in the midst of an unprecedented health crisis, VALHORIZONS supports you in a complex economic environment.Through our expertise and adaptability, we guide individuals, executives, and companies to navigate successfully in this constantly evolving context.Our clients seek proximity and responsiveness above all else: VALHORIZONS meets these expectations with innovative and tailor-made solutions, perfectly adapted to their needs.We thus build lasting relationships of trust, essential for successful wealth management.Driven by financial, professional, and human values, our message is clear: keep the client at the heart of the VALHORIZONS project.
- UFF - Banque conseil en gestion de patrimoineSenior Wealth Management AdvisorAugust 2012 - October 2021 (9 years and 2 months)Rhône¤ Develop a client portfolio¤ Conduct a wealth audit¤ Establish a short, medium, and long-term management plan to validate your wealth objectives¤ Offer clients opportunities in all key investment sectors
Recommendations
Be the first to recommend Jean Marc
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Claude Bernard University Lyon