Freelancer profile translated to English.
Back to original languageAbout Mickaël
A finance professional for over 10 years, I have developed numerous skills in multi-site management control (Europe, USA, Asia) and business reporting, primarily in the banking sector, but also in retail and luxury.
Empathetic and approachable by nature, I easily build professional relationships, enabling excellent communication between departments to optimize everyone's work.
I can assist you with your financial and operational data analysis challenges by applying processing that facilitates their visual reading and interpretation. I can also support you in setting up or revising your various reports.
French
Native or bilingual
English
Fluent
Italian
Conversational
Can work on-site
Nantes (up to 50km), Angers (up to 10km), Cholet (up to 10km)
Experience
- LWA Nantes AtlantiquePartner - Manager / Financial AdvisorCONSULTING AND AUDITSJuly 2020 - Today (5 years and 11 months)Nantes, Pays de la Loire, France
- ANATRA Conseil & PatrimoinePresident - Wealth Management ConsultingCONSULTING AND AUDITSJanuary 2019 - July 2020 (1 year and 6 months)Région de Nantes, France
- AXAExclusive General Agent Axa Prevoyance & PatrimoineBANKING AND INSURANCEJanuary 2019 - January 2019Région de Nantes, France
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Education
- Postgraduate Diploma, Wealth Management ExpertUniversité Clermont Auvergne2020Le DU "Expert en Gestion de Patrimoine" de l’Université d’Auvergne est un diplôme reconnu par l’Etat et inscrit au RNCP sous le code NSF313 (banques, finances, assurances, immobilier). Il satisfait aux exigences réglementaires pour exercer les missions d’un Conseiller en Gestion de Patrimoine, à savoir : le conseil en investissement financier (CIF), le conseil juridique et fiscal (CJA), l'activité d'agent immobilier, l'intermédiation en assurances (IAS) et le courtage en crédits (IOBSP)
- Technical and Professional Training Cycle for the Profession of Insurance General AgentCampus Axa France - Frémigny2018
Certifications
- AMF CertificationFirst Finance2019
Skill set
Categories
- Other