Maximilien De Molina

Personal Financial Advisor at Crédit Agricole d'Ile-de-France
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Paris Metropolitan Region, FR
Languages
  • Anglais Professional working proficiency
  • Espagnol Professional working proficiency

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Bio

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Experience

    • France
    • Banking
    • 700 & Above Employee
    • Personal Financial Advisor
      • Sep 2018 - Present

      - Customer portfolio management and business development, risk management. - Investments advices and management of financial products (real estate, taxation, life insurance, LEP, savings, etc.) - Establishing and compliance review of real estate and consumer loans. - Customer portfolio management and business development, risk management. - Investments advices and management of financial products (real estate, taxation, life insurance, LEP, savings, etc.) - Establishing and compliance review of real estate and consumer loans.

    • France
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Stock Management
      • Jul 2018 - Aug 2018

      - Management of procurement lead time, stock and order backlog - Handling litigations during deliveries (broken pallets, delays…) - Telephone and administrative support for profesional customers - Involvment in the creation and development of a new customer (including logistic, budgeting, …) - Management of procurement lead time, stock and order backlog - Handling litigations during deliveries (broken pallets, delays…) - Telephone and administrative support for profesional customers - Involvment in the creation and development of a new customer (including logistic, budgeting, …)

    • Australia
    • Truck Transportation
    • 700 & Above Employee
    • Marine Cargo Handling
      • Nov 2017 - Feb 2018

      - Unloading of containers - Form pallets with the freight - Repetitive tasks and hard work - Unloading of containers - Form pallets with the freight - Repetitive tasks and hard work

    • France
    • Banking
    • 700 & Above Employee
    • Personal Financial Advisor
      • Sep 2016 - Sep 2017

      - Customer portfolio management and business development, risk management. - Customer portfolio management and business development, risk management.

Education

  • Université Paris-Est Créteil (UPEC)
    BACHELOR DEGREE FINANCE/BANKING/INSURANCE, Degree Obtained with Honors
    2016 - 2017
  • Université Paris-Est Créteil (UPEC)
    ASSOCIATE’S DEGREE BUSINESS, MARKETING AND SALES, Degree Obtained
    2014 - 2016
  • Lycée Durzy
    A-LEVEL, ELECTROTECHNICS
    2011 - 2013

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