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David NeffDN

David Neff

Wealth Management Consultant

€250/day
Toulouse, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About David

- I began my career with 8 years of experience in the aeronautics industry, working for the world's number 1 company. I progressed within the company, holding various positions, from entry-level roles to positions in production, back-office management, and logistics. I also played a significant role in a representative union, where I managed a portfolio of over 200 members.

- In parallel with my career, I resumed my studies in the evenings and obtained key certifications: IAS 2, IOBSP 2, and Real Estate Agent 2. These efforts allowed me to fulfill my ambition of creating a wealth management consulting firm for professionals and individuals.
For two years, I have been working with my partner, who holds degrees in accounting and business unit management.
She has solid experience in store management and has held human resources positions in SMEs.
Together, we combine our skills to offer a comprehensive service to our clients.

- My firm stands out with a diverse offering: business creation with tailor-made statutes, structuring and optimization of holding companies, business consulting and monitoring. We also offer investment solutions (life insurance, SCPI, PER, PEE) and support our clients in turnkey real estate investment projects.
We already have a portfolio of satisfied clients, whom we have assisted in their wealth and entrepreneurial management, particularly in business acquisitions and compliance.
  • French

    Native or bilingual

  • English

    Conversational

Can work on-site
Toulouse (up to 50km)

Experience

  • DA Direct Consulting
    Principal Manager
    CONSULTING AND AUDITS
    November 2021 - Today (4 years and 7 months)
    France
    Independent Wealth Management Advisor, private and professional. Real Estate, insurance, provident, retirement, succession...
  • DA Direct Vending
    Principal Manager
    RETAIL (SMALL BUSINESS)
    April 2021 - Today (5 years and 2 months)
    Toulouse, France
    Vending machine sales (coffee, tea, chocolate, milk, confectionery snacks, and water fountains). Automatic bean-to-cup coffee machine. Coffee bean. Laundry.
  • AIRBUS
    Aeronautical Fitter
    November 2016 - September 2023 (6 years and 10 months)
    Toulouse, France
    Position 40 FAL A320 Toulouse wing-fuselage junction, landing gear and engine pylon assembly.

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Education

  • Orias Booklet IAS 2, Insurance
    JurisCampus
    2021
    Livret Orias IAS 2, Assurances
  • IOBSP LEVEL 2, Banking Operations and Payment Services Intermediary
    JurisCampus
    2021
    IOBSP NIV 2, Intermédiaire en Opérations Bancaires et Services de Paiement

Skill set

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