Alexis MONTORO

Private Wealth Manager at LGA . Leman Global Advice
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Geneva, Geneva, Switzerland, CH
Languages
  • Français Native or bilingual proficiency
  • Anglais Professional working proficiency
  • Allemand Elementary proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Manager
      • Apr 2021 - Present

      • Financial advisor for private indivuals, investors and companies • Swiss Pension Fund / Taxes / Real Estate / Banking / Insurance • Financial advisor for private indivuals, investors and companies • Swiss Pension Fund / Taxes / Real Estate / Banking / Insurance

    • France
    • Banking
    • 700 & Above Employee
    • Junior Buyer in Communication, Marketing, Paiement/Monetic services, Insurance categories
      • Feb 2019 - Aug 2019

      • Supplier's Sourcing • The launching of tenders on those following sub-category (Insurance & Marketing) : • Management of frequency claims (10€ to 12M€ over three years) • Fringe Benefits as Luncheon Vouchers & Gifts Cards 8,5M€ • Planning and monitoring tenders on the internal EASY's consultation platform • Analysis of Business offers / Writting analysis note on economic and technical criteria • Analysis of our strategic suppliers • Supplier's Sourcing • The launching of tenders on those following sub-category (Insurance & Marketing) : • Management of frequency claims (10€ to 12M€ over three years) • Fringe Benefits as Luncheon Vouchers & Gifts Cards 8,5M€ • Planning and monitoring tenders on the internal EASY's consultation platform • Analysis of Business offers / Writting analysis note on economic and technical criteria • Analysis of our strategic suppliers

    • France
    • Truck Transportation
    • 400 - 500 Employee
    • Internship International Coordinator (Import/Export)
      • Apr 2018 - Aug 2018

      • Design Quotes for my clients • Building the entire Supply Chain in order to protect against risks, and ensure internal follow-up • Planning of current and future activities related to the relevant markets (internal planning, implementation of moves, reduction of costs based on actions carried out on local territories) • Establishment of procedures with the transport companies for the transit of batches and containers in order to convey goods until their final destination • Create long-term partnerships to increase our flows around the world to allow the development of our Market Brand Show less

    • France
    • Banking
    • 700 & Above Employee
    • Risk and Compliance Assistant
      • May 2017 - Jul 2017

      • Evaluate the efficiency of controls and improve them continuously • Revise procedures, reports etc. periodically to identify hidden risks or non-conformity issues • Develop and oversee control systems to prevent or deal with violations of legal guidelines and internal policies • Review tax identification numbers and filing frequency for accuracy • Support analysts with online filing of returns • Evaluate the efficiency of controls and improve them continuously • Revise procedures, reports etc. periodically to identify hidden risks or non-conformity issues • Develop and oversee control systems to prevent or deal with violations of legal guidelines and internal policies • Review tax identification numbers and filing frequency for accuracy • Support analysts with online filing of returns

  • EDIFIM
    • Annecy, France
    • Sales and Marketing Assistant
      • Apr 2015 - Jul 2015

      • Meetings buyers and negotiation + visits of the building sites • Interpersonal skills with exclusive partners for projects‘ sale (customers relationship) • Analyst research of the competitive activity on the Annecy's area • Trend analyses of the market • Support to design a real estate brochure from some wide projects and the creation of corporate web site (word processing) • Internal work of data capture, implemented offers on the market and insuring the global communication for the prospect Show less

    • United States
    • Real Estate
    • 700 & Above Employee
    • Commercial Assistant
      • Apr 2014 - Jun 2014

      > Customers service and phoning > Customers prospecting > Meetings for real estate valuation > Participation within the acquisition or sales, or even partnerships between agencies on the area > Support the buyer at the solicitor place who they acted the sale > Meetings AMEPI, network inter-orders > Customers service and phoning > Customers prospecting > Meetings for real estate valuation > Participation within the acquisition or sales, or even partnerships between agencies on the area > Support the buyer at the solicitor place who they acted the sale > Meetings AMEPI, network inter-orders

    • France
    • Higher Education
    • 100 - 200 Employee
    • Assistantship
      • 2013 - 2014

      > Street marketing implemented for the corporate partners > Group’s work centered on the future strategies’ corporate > Street marketing implemented for the corporate partners > Group’s work centered on the future strategies’ corporate

    • Switzerland
    • Food and Beverage Services
    • 700 & Above Employee
    • Office Temporary
      • Jul 2013 - Aug 2013

      > Work within a team of an industrial cereal manufacturing > Operationnal management > Work within a team of an industrial cereal manufacturing > Operationnal management

Education

  • ESDES Lyon Business School
    Master's degree, Internationa Suply Chain Management
    2017 - 2019
  • University of Neapolis - Paphos CYPRUS
    Bachelor's degree, International Business
    2015 - 2016
  • Ipac Bachelor Factory
    Bachelor Marketing, Commerce et Négociation, Affaires, gestion, marketing et services de soutien apparentés
    2013 - 2016
  • Lycée Saint Ambroise
    Baccalauréat, Sciences techniques et Gestion spécialité Marketing, Marketing / gestion du marketing, général
    2012 - 2013

Community

You need to have a working account to view this content. Click here to join now