Freelancer profile translated to English.
Back to original languageAbout Océane
I am a wealth management advisor. I support my clients in their needs:
- Taxation
- Real estate
- Business transfer
- Inheritance planning
- Succession
- Retirement planning
- Optimizing their financial assets
- Business structuring
- Tailor-made life insurance
- Loan insurance
- Contingency planning
To best meet your needs, I offer a wealth audit beforehand.
Do not hesitate to contact me for a specific mission or for a global diagnosis
French
Native or bilingual
English
Native or bilingual
Spanish
Conversational
Can work on-site
Biarritz (up to 50km), Bordeaux (up to 100km), La Rochelle (up to 100km)
Experience
- CAPL ConseilsCAPL ConseilsCONSULTING AND AUDITSJanuary 2021 - April 2024 (3 years and 3 months)Biarritz, France
- RipCurl AsieMarketingSPORTSJanuary 2020 - August 2020 (7 months)Trade marketing - Organization of sports events & contests - Partnership and sponsorship creation - Budget management - Digital marketing and social media management (40.2 K followers on Instagram - Press relations & public relations - Follow-up of sales in Asia
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Education
- BBA International Marketing and FinanceINSEEC2020
Certifications
- Financial Markets AuthorityAMF2021