You're seeing this page as if you were . The main menu is still yours, though. Exit from immersion
Lionel T.LT

Lionel T.

Wealth Manager - Investment Finance

€125/day
Lyon, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
Back to original language

About Lionel

My name is Lionel, an engineer by training with a double master's in wealth management. For several years, I have been assisting individuals and professionals in their investment decisions, with a simple, flexible, and long-term oriented approach.


🎯My goal? To democratize access to investment (ETFs, stocks, bonds…) by offering clear advice, adapted to each profile, without unnecessary jargon.



✅ Areas of expertise:

Long-term investment strategies: ETFs, stocks, bonds

Personalized asset allocation according to your objectives (retirement, inheritance, financial independence)

Tax optimization & wealth structuring (PEA, life insurance, securities account…)

Educational support for beginner or intermediate investors

Regular monitoring and portfolio adjustment

👨‍💼 Whether you are an individual looking to secure your future or a professional seeking a rational and sustainable approach, I put my skills at the service of your financial ambitions.


📞 Need a first opinion?
I offer you a free consultation to review your financial goals.
➡️ Contact:
Please send me an initial message introducing yourself, and we will schedule a first appointment together.
  • French

    Native or bilingual

  • English

    Fluent

Remote only
Primarily works remotely

Experience

  • MIGSO-PCUBED,
    Project Engineer, Process and Training Manager
    January 2024 - March 2025 (1 year and 2 months)
    Montreal, QC, Canada
    Responsible for updating high-level interdepartmental processes in the
    • aerospace sector Implementing a robust methodology for process approval and ensuring the quality of updated procedures Supervising managers in the creation of training programs Defining training plan objectives, monitoring KPIs, managing dashboards, and coordinating employee training
  • Stellantis
    Project Engineer, Cost Control
    March 2021 - October 2023 (2 years and 7 months)
    Shanghai, China
    Responsible for engine control unit software development projects (over 5 million euros) Analyzing monthly costs and explaining variances from budget/forecasts Coordinating all stakeholders on costs and planning to ensure budget adherence, timely efficiency, and project success Developing cost plans, forecasts, and monitoring to ensure budget control, financial accuracy, and efficient resource allocation
  • MIGSO-PCUBED,
    Project Engineer - Process and Quality Monitoring
    February 2018 - October 2020 (2 years and 8 months)
    Lyon, France
    France Integration of the new Veolia maintenance provider at the Renault Trucks site Implementing the action plan for contract management Formalizing processes and guidelines in the assigned area of responsibility (best practices, technical installations, etc.) Developing test documentation and procedures, monitoring quality standards Coordinating stakeholders and clarifying contract terms between suppliers and Renault Truck

Recommendations

These freelancer profiles also match your criteria

AgathaA

Agatha Frydrych

Backend Java Software Engineer

4.7

(3)

2

BaptisteB

Baptiste Duhen

Fullstack developer

4.6

(4)

5

AmedA

Amed Hamou

Senior Lead Developer

4

(2)

7

AudreyA

Audrey Champion

Web developer

4.3

(3)

4

Education

  • Master in Wealth Management
    IAE Paris-Est
    2017
  • General Engineering Degree, specialization "Industry and Environment"
    Polytech Nancy
    2016
    Diplôme d'ingénieur généraliste, spécialisation "industrie et environnement"

Skill set

Categories