Mes compétences :
Succession
Assurance
Développement commercial
Marketing
Vente
Business development
Fiscalité
Ingénierie Patrimoniale
Banque
Finance
Bourse
Entreprises
Indépendant
- Comédien - Metteur en Scène - Animateur Scénique
2014 - maintenantArtiste interprète théâtre & cinéma
Metteur en scène & formateur théâtre d'improvisation
Actuellement en création: Oleanna (drame en huis-clos de David Mamet)
Orelis
- Sales Manager
2011 - 2012Orelis is an independant financial services company which provides independant financial planners :
• Life insurance & saving solutions ;
• Real estate brokerage ;
• Custom-made investment funds, fund derivatives.
Societe Generale Insurance - Sogecap
- Sales Manager
2009 - 2011- Selling Life Insurance and Savings all over France to Independant Wealth Managers;
- Providing Trainings to Financial Advisors concerning taxes, laws and finance.
Allianz
- Wealth Manager
Puteaux2008 - 2009
Equance
- Private Wealth Manager
Montpellier2007 - 2008Experts in Asset Management for expatriates and French residents
An overall perception of assets (Finance, Life insurance, Property, Pensions...)
A one-to-one relationship wherever you are
Leading partners
Independence leading to perfectly tailored products
Equance: an International Group; the Architect of your Assets
The Equance Group is the fruit of 20 years' experience in Analysis, Auditing and Asset Management Consultancy.
International experience acquired through the thousands of customers who have followed its consultants' recommendations has provided it with highly valued up-to-the minute skill, unanimously recognised both by investors resident in France and expatriates.
The company is based in Montpellier and has a multidisciplinary team of professionals comprised of lawyers and tax specialists. With its high level of responsiveness, Equance has made its customer services the reference for its entire activity.
Equance's range of products relies on leading national and international corporations, responding to short, medium and long-term needs.
Our reputation is built upon:
- The expertise of our team of Asset Management Consultants,
- The quality of our partners and suppliers,
- The individual attention provided by the close relations between investor and advisor.
Equance is a member of the CGPC (Conseils en Gestion de Patrimoine Certifiés - Certified Asset Management Consultancy), the CIP (Chambre des Indépendants du Patrimoine - Chamber of Independent Property Experts), the FNAIM (Fédération Nationale des Agents Immobiliers - National Estate Agents Federation) and the FCA (Fédération Française des Courtiers d'Assurances - French Insurance Brokers Federation).
