Private Client Wealth Advisor

• May 2020 - Present

Advising private, high-net-worth individuals on how to plan their finances and invest their portfolios to meet their financial and private goals. - Management of a portfolio of 400+ high-income private investors with various objectives (diversification, savings, investment through borrowing, tax). - Achieving 500+ personalized wealth and taxes audits and setting up short to long-term investment strategies. Contracting on French investment vehicles such as S.C.P.I ( mutualized estate investment) Life Insurance, PER ( Retirement savings plan), mutualized forestry investment… Show less

Strategy and Investment Advisor

• Jan 2022 - Present

Consulting on strategy and development for an award-winning sustainable Fintech Powered by Google, F10 (Tenity), VISA, and multiple top fintech investors. Consulting on strategy and development for an award-winning sustainable Fintech Powered by Google, F10 (Tenity), VISA, and multiple top fintech investors.

Property Litigation Officer

• Dec 2019 - Jan 2021

Portfolio Management of 2000+ owners and tenants for the French leading provider of real estate services, part of EMERIA GROUP. • Liaising with 100+ external professionals such as trustees, promoters, inquiries officers, and lawyers. • Expert negotiator between owners and tenants, with a track record of debt recovery (€1.2M+ from 200 debtors), and approx. avoided legal costs of €7M Portfolio Management of 2000+ owners and tenants for the French leading provider of real estate services, part of EMERIA GROUP. • Liaising with 100+ external professionals such as trustees, promoters, inquiries officers, and lawyers. • Expert negotiator between owners and tenants, with a track record of debt recovery (€1.2M+ from 200 debtors), and approx. avoided legal costs of €7M

Chief Marketing Officer

• Jan 2018 - Jan 2019

Co-founder of an Agritech Startup, managing a team of 15 people. We facilitate direct connections between farmers and end consumers through affordable distribution channels. Notable achievements include winning the Ernst&Young - Wikipme Improving Daily Life 2018 and BGE competition - Rural Dynamics 2018. Recognized as a TOP40 e-commerce start-up in 2018 (FEVAD/KPMG) and a Finalist in the "Fabrique AVIVA" competition 2018. Sourced 50+ food producers and 1646 food products (54% fresh; 46% dry) on an e-commerce website. Achieved +5000 sales to +400 BtoC and BtoB customers within 2 years. Successfully organized sales for over 40 companies (reaching 700 employees). Managed business plan, financial, and legal aspects, securing grants of over €50k and raising €15k through crowdfunding. Cultivated a community of +4K potential customers on social media platforms Show less

Assistant Director

• Sep 2012 - May 2013

Back Office Engineer

• May 2011 - Sep 2011