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Loïc CHUPIN

New York

En résumé

Mes compétences :
Audit financier
Private banking
Finance d'entreprise
RSI, MACD, Bollinger bandwith
Assurance vie
FIscalité, compte-titre/PEA
Taxation
Portfolio Administration
Money Markets
Financial Analysis
wealth management
treasury accounts
tax position analysis
inventory analysis
Risk Management
Private Equity
Personal Home Page
MySQL
Matrimonial Law
Managed the clients day
Macromedia Dreamweaver
Life Insurance
Hedge Fund
Capital Markets
Balance Sheet
Alternative Investments
Adobe Photoshop

Entreprises

  • Lazard - Private Wealth Management

    New York 2016 - maintenant

  • LCL Private Banking - Relationship manager assistant

    2014 - 2015 One-year apprenticeship.

    * Worked in close contact with HNWI and UHNWI relationship
    managers : Prepared and presented investments proposals to
    clients (life insurance, funds, tax optimization products)
    * Managed the clients day-to-day basic banking needs (credit
    cards, checks, credit proposals, insurance needs).

  • Crédit agricole - Assistant conseillers banque privée

    Montrouge 2014 - 2014

  • Mazars - Junior Financial Auditor

    Paris La Défense 2013 - 2013 * Identified and adressed errors in balance sheets and treasury
    accounts.
    * Performed detailed sales and inventory analysis.

Formations

Réseau

Annuaire des membres :