Loïc FRANKEN

Manager at Franken Consulting
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Lyon, Auvergne-Rhône-Alpes, France, FR
Languages
  • Français Native or bilingual proficiency
  • Anglais Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Hrant Zakoyan

Monsieur FRANKEN je vous remercie pour cette expérience professionnelle très enrichissante au sein de votre entreprise. Votre énergie professionnelle est contagieuse vous avez su me transmettre le goût du challenge et du travail bien fait.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Adhérent Chambre
    FNAIM
    Sep, 2017
    - Nov, 2024
  • CIF - COA - COBSP
    Orias - Registre unique des intermédiaires en assurance, banque et finance
    Sep, 2017
    - Nov, 2024
  • Certification AMF
    Autorité des marchés financiers (AMF) – France
    Sep, 2017
    - Nov, 2024
  • Chamber member
    ANACOFI - Association Nationale des Conseils Financiers
    Sep, 2017
    - Nov, 2024
  • Professional real estate transactions card
    CCI France International
    Sep, 2017
    - Nov, 2024

Experience

  • Franken Consulting
    • France
    • Investment Management
    • 1 - 100 Employee
    • Manager
      • Sep 2017 - Present

      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 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

      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 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

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

Education

  • International Market Maker
    Master of Business Administration - MBA, Finance trading
  • Allianz Finance Conseil
    Prépa CGPC - Conseiller en Gestion de Patrimoine Certifié
  • VAE
    BTS Insurance
  • Laforêt
    Immovable
  • CNED
    baccalaureate, International trade / trade
  • GRETA
    Patent, Sales techniques and sales operations

Community

You need to have a working account to view this content. Click here to join now