Freelancer profile translated to English.
Back to original languageAbout Zoé
As an investment, tax, and retirement planning advisor, I am developing a business to support companies in their administrative, organizational, management, and communication (social media) needs, in order to offer them tailor-made operational support.
French
Native or bilingual
Can work on-site
Rennes (up to 50km)
Experience
- FreelanceIndependent wealth management advisorJune 2023 - Today (3 years)
- Assisting clients with their wealth transfer projects (gifts, inheritances).
- Developing wealth assessments to identify tax optimization opportunities.
- Proposing suitable solutions for savings, investments, and real estate investments.
- CENTRE HOSPITALIERNurseHEALTH AND WELLNESSFebruary 2016 - September 2024 (8 years and 7 months)Experience in emergency rooms, operating theaters, and multi-service temporary work, I have developed professional rigor, great versatility, a keen sense of organization, as well as solid skills in listening, analysis, and teamwork.
- Centre de loisir les coloriésRecreation center activity leaderJuly 2014 - July 2016 (2 years)Supervising children of various ages during school holidays (several years) — developing skills in vigilance, organization, and creativity.
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Education
- 3rd year degree: IOBSP / Tied Agent / Insurance / Real EstatePBS (prodemial business school)2023Licence 3 : IOBSP / Agent Liee / Assurance / immobilier
- AFGSU level 2 3rd year degree: RN (Registered Nurse)IFSI Stell2019Premier secours
Certifications
- ExcelFORMAZON2026