Giovanni Mini

Consultant en Gestion Privée at Wakerstone
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Contact Information
us****@****om
(386) 825-5501
Location
FR
Languages
  • French Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency
Skills

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Credentials

  • Certification AMF
    Autorité des marchés financiers (AMF) – France
    Jan, 2022
    - Sep, 2024
  • Open Water Diver
    PADI
    Jun, 2021
    - Sep, 2024

Experience

  • Wakerstone
    • France
    • Investment Banking
    • 1 - 100 Employee
    • Consultant en Gestion Privée
      • Sep 2021 - Present

      Domaines d'expertise : • Audit et conseil patrimonial • Conseil en Investissements Financiers • Conseil en Investissements Immobiliers • Ingénierie Patrimoniale • Optimisation Fiscale J'offre aujourd'hui à mes clients un accompagnement global tant sur leurs sujets d'investissements (épargne, produits financiers, immobiliers) que sur leurs sujets de financement, de fiscalité et de transmission afin d'atteindre leurs objectifs patrimoniaux. Wakerstone est un cabinet de gestion de patrimoine, basé à Paris, qui offre un accompagnement à 360° sur toutes les problématiques de création, valorisation, développement, protection et transmission de patrimoine personnel et professionnel. Wakerstone est membre du groupe L&A Finance, acteur référent du conseil en investissement depuis 2004, qui conseille aujourd’hui plus de 6500 familles pour un actif géré de 1,3 Mrds d’euros.

  • Bpifrance
    • France
    • Banking
    • 700 & Above Employee
    • Account Relationship Manager
      • Jan 2020 - Aug 2020

      • Managed and developed a portfolio of circa 80 SMEs by proposing financing solutions adapted to their short-term cash requirements • Analyzed and completed financing proposals with drafting of comprehensive credit applications for appraisal • Promoted short-term financing products towards prospecting companies and banking institutions • Managed and developed a portfolio of circa 80 SMEs by proposing financing solutions adapted to their short-term cash requirements • Analyzed and completed financing proposals with drafting of comprehensive credit applications for appraisal • Promoted short-term financing products towards prospecting companies and banking institutions

  • Societe Generale Corporate and Investment Banking - SGCIB
    • France
    • Financial Services
    • 700 & Above Employee
    • Coverage Analyst Oil & Gas
      • Feb 2018 - Jul 2019

      • Supported bankers in developing banking relationships with large-cap US clients (reporting of client activity, drafting briefing memos, helping pitching SG’s banking products: M&A, DCM, ECM, project finance…) • Monitored a portfolio of approx. $3.1Bn in committed credit exposure across the Oil & Gas value chain including upstream, midstream, downstream; and services • Managed loan transactions (calculation of profitability and structuring of new deals, RWA reporting, follow-up on credit approval process) • Analyzed clients’ profitability (NBI and RWA), budgeting and reporting to management

  • Société Générale
    • France
    • Banking
    • 700 & Above Employee
    • Credit Analyst Intern
      • Jun 2017 - Dec 2017

      • Drafted annual reviews and credit applications (financial analysis, NBI, companies environment) • Implemented commercial action plans by supporting relationship managers in their daily activities (portfolio of large companies, turnover from 100 million €) • Drafted annual reviews and credit applications (financial analysis, NBI, companies environment) • Implemented commercial action plans by supporting relationship managers in their daily activities (portfolio of large companies, turnover from 100 million €)

  • KPMG
    • Brazil
    • Construction
    • Financial Auditor
      • Jan 2016 - Jun 2016

      • Took part in all KPMG’s audit procedures of circa 25 mid-cap companies (industries, services companies and associations. Turnover from 2 to 200 million €) • Performed audit tests on: treasury, long-term debts, fixed assets, equity, stocks, accounts receivable and payable and staff accounts • Controlled appendices to the audited financial statements and annual business reports • Produced and drafted audit memoranda and PowerPoint presentations • Took part in all KPMG’s audit procedures of circa 25 mid-cap companies (industries, services companies and associations. Turnover from 2 to 200 million €) • Performed audit tests on: treasury, long-term debts, fixed assets, equity, stocks, accounts receivable and payable and staff accounts • Controlled appendices to the audited financial statements and annual business reports • Produced and drafted audit memoranda and PowerPoint presentations

  • Cogefis Associés - Crowe Horwath Network
    • Auditor Intern
      • Jun 2015 - Jul 2015

      • Assisted the audit team in all the audit cycles work (circa 10 middle-cap companies. Turnover from 1 to 15 million €) • Prepared and analyzed audit reports • Performed analytical reviews and inventories • Assisted the audit team in all the audit cycles work (circa 10 middle-cap companies. Turnover from 1 to 15 million €) • Prepared and analyzed audit reports • Performed analytical reviews and inventories

  • Strageco
    • Business Consulting and Services
    • 1 - 100 Employee
    • Accounting Assistant
      • May 2014 - Jul 2014

      • Managed accounts payable, accounts receivable, tax and payroll issues of a wide range of small and middle cap firms (10 companies) • Managed cash-flow and monthly closure of accounts (1000 operations) • Prepared and reviewed company accounts and financial statements • Managed accounts payable, accounts receivable, tax and payroll issues of a wide range of small and middle cap firms (10 companies) • Managed cash-flow and monthly closure of accounts (1000 operations) • Prepared and reviewed company accounts and financial statements

Education

  • EDHEC Business School
    Master of Science (MSc), Corporate Finance & Banking
    2013 - 2017
  • BI Norwegian Business School
    Erasmus Exchange Program
    2015 - 2015
  • Lycée Faidherbe, Lille
    L2, Mathématiques
    2010 - 2013
  • Lycée Alfred Kastler
    Baccalaureate / High School Studies, Concentration in Mathematics
    2007 - 2010

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