Jérémy Bolot

Conseiller patrimonial at PCA EST
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Besancon Area, FR
Languages
  • Anglais Professional working proficiency
  • Français Full professional proficiency

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Experience

    • France
    • Insurance
    • 1 - 100 Employee
    • Conseiller patrimonial
      • Oct 2019 - Present

    • France
    • Business Consulting and Services
    • 1 - 100 Employee
    • Conseiller en Gestion de Patrimoine
      • Jun 2014 - Nov 2018

    • Stagiaire asistant patrimonial
      • Jan 2013 - May 2014

    • France
    • Banking
    • 700 & Above Employee
    • Employé - Pôle CSR ( Contrôle et Surveillance des Risques )
      • Jul 2011 - Aug 2011

    • France
    • Banking
    • 1 - 100 Employee
    • Stagiaire assistant patrimonial
      • May 2011 - Jun 2011

    • France
    • Banking
    • 700 & Above Employee
    • Chargé de clientèle
      • Jul 2010 - Aug 2010

    • Stagiaire - Pôle CSR ( Contrôle et Surveillance des Risques )
      • May 2010 - Jun 2010

Education

  • Université Clermont Auvergne
    AUREP - D.U. Expert en gestion de patrimoine, Gestion de patrimoine
    2015 - 2016
  • ISEG
    Master en finance - Dipôme certifié RNCP de niveau 1 - Spécialité gestion de patrimoine
    2009 - 2014

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