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Mathieu D.MD

Mathieu D.

Wealth Manager

€125/day
Toulouse, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Mathieu

Hello,
My name is Mathieu Dalmasso, wealth engineer. If you clicked on my profile today, it's because you feel the need to consult a wealth manager. Why?

You want to boost your savings, enhance your assets, prepare for retirement, reduce your household's tax burden, or get an answer to a financial, tax, legal, accounting, or real estate question!

You are looking for an advisor you can trust and who will find the best solution for your project. My independence will allow me to find it with one of my relevant partners.

Are you a professional or an individual and want to know more?

Don't wait any longer and contact me!! Our first meeting will be offered to you and will allow you to judge my skills and my ability to achieve your goal.

✅ I promise you a personalized study of your real needs, a presentation of different solutions to achieve your goal, and support and follow-up throughout the investment.
✅ I offer you a collaboration rich in exchanges and based on trust.
✅ Call me, we'll get acquainted. Then we will define your priority criteria together and determine the best solutions to achieve your goals.
  • French

    Native or bilingual

  • English

    Conversational

  • Spanish

    Conversational

Can work on-site
Toulouse (up to 20km), Bordeaux (up to 20km), Paris (up to 10km), Lyon (up to 10km), Marseille (up to 30km)

Experience

  • Deltour investissement
    Wealth Advisor
    CONSULTING AND AUDITS
    March 2021 - Today (5 years and 3 months)
    Toulouse, France
    Supporting my clients in their project(s)
    Identifying your needs / your investment criteria (personalized study)
    Searching for the best solution to achieve your objective(s) on the market or with the relevant partner
    Support / monitoring of implemented solutions (assistance with declarations, arbitration...)
    Mastery of financial/real estate and tax products
  • Rouaix groupe
    Broker
    BANKING AND INSURANCE
    September 2020 - February 2021 (6 months)
    Toulouse, France
    Supporting my clients in their project(s)
    Searching for the best financing offer for my clients
    Restructuring / reducing monthly payments
    Preparation of future project(s)
  • Banque populaire occitane
    Private Client Advisor
    BANKING AND INSURANCE
    June 2019 - September 2020 (1 year and 3 months)
    Toulouse, France
    Identifying my clients' needs
    Support / advice on financial investments
    Supporting my clients in their project(s)
    Knowledge of banking and insurance products

Recommendations

FU
FU
Former user and 1 other person have recommended Mathieu

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Education

  • BTS Accounting Management
    Lycée Raymond Naves
    2019
    Comptabilité quotidienne Comptabilité analytique Fiscalité Gestion des paies
  • Bachelor's Degree in Banking and Insurance
    CFPB Toulouse
    2020
    Connaissances produits bancaires Connaissances produits d'assurances Détection du besoin client et les solutions rattachées Mise en place des solutions et suivie

Certifications

  • AMF
    AMF
    2019
  • Carte T
    Chamber of Commerce
    2021

Skill set (19)

Categories

  • Other