Lucas Gilloots

Business Analyst at E-CUBE Strategy Consultants
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Contact Information
us****@****om
(386) 825-5501
Location
Paris, Île-de-France, France, FR

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Laurie Jacques

J’ai rencontré Lucas lorsqu’il était ambassadeur pour EF, dans le cadre de mon poste de manager des ambassadeurs d’Île-de-France (équipe de 150 ambassadeurs). Lucas s’est démarqué dans ce groupe par son travail et ses ventes durant ces trois années. En effet, les méthodes qu’il utilisait pour remplir ses objectifs (vendre les séjours linguistiques) se sont révélées très efficaces, ce qui lui a notamment permis d’être envoyé trois fois, dans le cadre de son rôle, dans des destinations lointaines (Santa Barbara et Sydney).

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Credentials

  • IELTS - C1 (7.5/9)
    British Council
    Nov, 2022
    - Oct, 2024
  • Certification AMF
    Autorité des marchés financiers (AMF) – France
    May, 2022
    - Oct, 2024
  • Tage Mage (407/600)
    FNEGE
    Mar, 2022
    - Oct, 2024
  • TOEIC - C1 (945/990)
    ETS Global
    Feb, 2022
    - Oct, 2024

Experience

    • France
    • Business Consulting and Services
    • 1 - 100 Employee
    • Business Analyst
      • Jul 2023 - Present

    • France
    • Banking
    • 700 & Above Employee
    • Wealth Management Analyst
      • Sep 2021 - Aug 2022

      The entity's clientele is mainly composed of company directors and senior executives of large groups (banks, insurance, industry, etc.) with financial assets of over €3 million. My main responsibilities were : - Setting up complex real estate and consumer loans in relation to the problems of our clients (atypical incomes : RSU, earn-out, property income...; various investments : private equity, financial, rental property...). Setting up of guarantees that would correspond to the particularities of each client. - Study and implementation of debt repurchase (real estate and consumer). - Set up of financial investments (life insurance, retirement savings plan, capitalization contract) in partnership with asset management companies (Edmond de Rothschild and Indosuez Wealth Management) and their wealth engineering solutions. Extensive use of Excel, VBA et BIG Expert. Show less

    • France
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Analyst
      • Dec 2020 - Feb 2021

      WeSave is a startup focused on providing high-quality wealth management advice more efficiently and transparently. 3 products are offered to individuals: WeSave Épargne (life insurance and capitalization contract); WeSave Immo (SCPI) and WeSave Conseil (bank account aggregator). This internship consisted of 3 main missions : - assistance to the realization of patrimonial audits and investment recommendations to customers. - telephone canvassing as part of a marketing campaign. - phone reception and processing of incoming requests about the different products (life insurance, capitalization contract, SCPI as well as the bank account aggregator) and the website WeSave.fr. Use of the Google suite (Streak, Sheets, Docs, Slides). Show less

Education

  • ESCP Business School
    Master In Management, Finance
    2022 - 2024
  • Paris-Dauphine University
    Licence of Management and Management of Organizations, Economics and Management
    2018 - 2021
  • Universidad de Alcalá
    Licence 3 Management and Management of Organizations, Econcomics ans Management
    2021 - 2021
  • Lycée Jules Ferry - Coulommiers
    Baccalauréat, Sciences
    2014 - 2017

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