About Thomas
French
Native or bilingual
Experience
- EDV ConseilWealth Management AdvisorApril 2021 - Today (5 years and 2 months)Paris, France
- Centre de Formation de la Profession BancaireGuest Lecturer for Master 2November 2019 - Today (6 years and 7 months)Paris, France
- Banque Populaire du NordWealth Management AdvisorNovember 2019 - June 2021 (1 year and 7 months)Lille, France- Responsible for monitoring wealth and high-net-worth clients across 6 Lille Centre branches- Conducting wealth assessments- Implementing strategies for asset management, optimization, valuation, and transmission- Providing legal, tax, and financial recommendations- Supporting and assisting sales teams in client meetings- Leading/Training the network of bank advisors- Legal and financial watch
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Education
- Master 2 Wealth ManagementUniversity School of Management - IAE Clermont-Ferrand2018Master 2 Gestion de Patrimoine
- DU Art and Cultural Law, LawUniversity of Nantes2020DU Droit de l'Art et de la Culture, Droit
Skill set (11)
Categories
- Other