About Mathieu
English
Conversational
French
Native or bilingual
Experience
- DUMONTManagement/administration of rental propertiesREAL ESTATEJune 2010 - Today (16 years)Corrèze, FranceSearch for properties to renovate, preparation of financing files, tax incentive schemes (e.g., Borloo ancien), daily property management (tenant relations, follow-ups, debt collection).Good knowledge of legal remedies in case of non-payment, disturbances, etc.Drafting of leases for primary residences, commercial/professional leases, precarious leases.Management of tourist furnished rentals.In-depth knowledge of rental income taxation (general).Good knowledge of the rental market (furnished or unfurnished primary residences), property prices, and favored areas.Good knowledge of the various trades in craftsmanship and their roles,Good knowledge of procedures with local authorities (e.g., prior declarations) and good knowledge of local subsidy schemes (local authorities, region, Anah, etc.).
- MutuelleInsurance AdvisorBANKING AND INSURANCEJanuary 2006 - June 2007 (1 year and 6 months)Corrèze, FranceAdvice on personal insurance. Supplementary health insurance for individuals and businesses, death/funeral insurance, daily allowances, etc.
- BANQUEPrivate Banking Advisor/Wealth ManagementBANKING AND INSURANCESeptember 2007 - April 2016 (8 years and 7 months)Corrèze, FranceVarious positions in the banking sector. The evolution focused on the type of clientele. Portfolio mainly composed of wealth management clients for a good part of the 9 years of experience.Preparation of loan files, synergies with different departments (financial advisors, real estate, etc.), advice on financial investments, personal and property insurance, consumer and mortgage loans.
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Education
- BTS InsuranceLYCEE MARGUERITE BAHUET2005Techniques d'assurances, comptabilité, gestion, économie, marketing/communication
- DCG Modules: accounting, economics, lawCOMPTALIA2018
Certifications
- Professional Client ManagerCFPB2016