About Juliette
English
Fluent
French
Native or bilingual
Experience
- FIP PATRIMOINEDirector of support functionsBANKING AND INSURANCEJune 2000 - November 2009 (9 years and 6 months)Lyon, FranceManagement and structuring of administrative, accounting, finance and legal services.Contact person for franchisees for tools related to their company.Relationship with insurance partners, banks and real estate agents
- UAF LIFE PatrimoineSecretary GeneralBANKING AND INSURANCEDecember 2009 - November 2018 (9 years)Lyon, FranceManagement of administrative, accounting, financial, legal and compliance services.Team management and management of IT projects for the structuring of services
- COEF 7, membre du réseau DIFINEOOutsourced CFO, consultant-trainerCONSULTING AND AUDITSJuly 2019 - Today (7 years and 1 month)Mâcon, FranceSupporting managers in the organization and structuring of their company on all support functions
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Education
- DESS Wealth ManagementIAE VALENCIENNES1999Gestion du patrimoine financier des particuliers et des entreprises, assurance.
- Master's degree in accounting and financial techniquesIAE VALENCIENNES1998Equivalent DESCF, comptabilité, droit, finances