Experience

Franken Consulting

• France
• Investment Management
• 1 - 100 Employee

• Manager

  • Sep 2017 - Present

  Lyon, Auvergne-Rhône-Alpes, France Wealth management The firm negotiates and defends your interests by accompanying you in France and abroad in the management of your private and professional wealth. Areas of expertise in tax, legal and social matters Open architecture solutions through direct brokerage of financial, real estate and movable assets. -Heritage engineering missions -Privileged advisory support -Personalized private management with supervised digital tools



Nexity

• France
• Real Estate
• 700 & Above Employee

• Wealth Management Advice

  • Mar 2015 - Sep 2017

  Lyon Area, France Patrimonial expertise Management and development of portfolios Patrimonial audit, tax study and personalized recommendation. -Sourcing: Digital Marketing -Solutions: Real estate, financing & management -Tools: Link, AltOffice



Allianz

• Germany
• Financial Services
• 700 & Above Employee

• Wealth Management Advice

  • Jan 2010 - Mar 2015

  Lyon area, France Wealth engineering Portfolio management and development Audit, private and professional wealth assessment with a needs approach. Diagnosis, projection and recommendation with global solutions. Areas of expertise in tax, legal and social matters. -Sourcing: Active prospecting, business partnerships and thematic conferences -Solutions: Heritage Councils, Financial and Real Estate Management in Open Architectures -Tools: Siebel, Dixit



International trading: Energeos - Distrifrance - Selès

• Collaborator & Manager

  • Sep 1999 - Jan 2010

  Operational in production of international trade & management piloting of commercial unit.