Alexis MONTORO
Private Wealth Manager at LGA . Leman Global Advice- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Professional working proficiency
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Allemand Elementary proficiency
Topline Score
Bio
Experience
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LGA Conseil
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Switzerland
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Financial Services
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1 - 100 Employee
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Private Wealth Manager
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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
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Groupe Crédit Agricole
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France
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Banking
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700 & Above Employee
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Junior Buyer in Communication, Marketing, Paiement/Monetic services, Insurance categories
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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
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AGS Movers
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France
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Truck Transportation
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400 - 500 Employee
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Internship International Coordinator (Import/Export)
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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
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Crédit Agricole des Savoie
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France
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Banking
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700 & Above Employee
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Risk and Compliance Assistant
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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
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EDIFIM
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Annecy, France
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Sales and Marketing Assistant
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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
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CENTURY 21®
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United States
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Real Estate
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700 & Above Employee
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Commercial Assistant
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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
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IPAC
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France
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Higher Education
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100 - 200 Employee
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Assistantship
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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
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Nestlé
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Switzerland
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Food and Beverage Services
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700 & Above Employee
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Office Temporary
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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
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Education
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ESDES Lyon Business School
Master's degree, Internationa Suply Chain Management -
University of Neapolis - Paphos CYPRUS
Bachelor's degree, International Business -
Ipac Bachelor Factory
Bachelor Marketing, Commerce et Négociation, Affaires, gestion, marketing et services de soutien apparentés -
Lycée Saint Ambroise
Baccalauréat, Sciences techniques et Gestion spécialité Marketing, Marketing / gestion du marketing, général