Samy Azelmad

Conseiller en investissement at Goodvest
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Bordeaux Metropolitan Area, FR

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Credentials

  • Certification AMF
    Autorité des marchés financiers (AMF) – France
    Dec, 2022
    - Nov, 2024
  • Prévention et secours civiques de niveau 1
    Croix-Rouge française
    Oct, 2021
    - Nov, 2024

Experience

  • Goodvest
    • France
    • Financial Services
    • 1 - 100 Employee
    • Conseiller en investissement
      • Sep 2023 - Present

  • Meilleurtaux Placement
    • Bordeaux, Nouvelle-Aquitaine, France
    • Assistant Wealth Management Advisor
      • Jan 2022 - Jul 2022

      Assistant Wealth Management Advisor - Realization of patrimonial and tax balance sheets - Proposal of real estate solutions (Pinel, SCPI) - Proposal of financial solutions (life insurance, PER, tax exemption) - Financial and administrative follow-up Assistant Wealth Management Advisor - Realization of patrimonial and tax balance sheets - Proposal of real estate solutions (Pinel, SCPI) - Proposal of financial solutions (life insurance, PER, tax exemption) - Financial and administrative follow-up

  • DIRIG'UP
    • France
    • Business Consulting and Services
    • 1 - 100 Employee
    • Business Development Manager
      • Apr 2021 - Jul 2021

      Missions: · · Identification of new target / customer base · Teamwork with the marketing department to optimize the approach and develop an optimal customer journey · Development of different commercial tools to automate sales and commercial transformation on digital tools (website, social networks ..) · Prospecting and negotiation of manager / doctor coaching contracts · Prospecting and negotiation of manager / doctor training contracts Missions: · · Identification of new target / customer base · Teamwork with the marketing department to optimize the approach and develop an optimal customer journey · Development of different commercial tools to automate sales and commercial transformation on digital tools (website, social networks ..) · Prospecting and negotiation of manager / doctor coaching contracts · Prospecting and negotiation of manager / doctor training contracts

  • Bike Rental Barcelona
    • Spain
    • Entertainment
    • 1 - 100 Employee
    • Sales assistant & Business development
      • Jan 2020 - May 2020

      Missions: - Improvement of the establishment of the store for a better attractiveness - Community management on French and English pages - Competitive intelligence and investment research - Prospecting and sales canvassing Missions: - Improvement of the establishment of the store for a better attractiveness - Community management on French and English pages - Competitive intelligence and investment research - Prospecting and sales canvassing

  • Adecco
    • Switzerland
    • Staffing and Recruiting
    • 700 & Above Employee
    • Interim
      • Dec 2018 - Jan 2020

      Customer relations and team coordination missions Customer relations and team coordination missions

  • Uber
    • United States
    • Internet Marketplace Platforms
    • 700 & Above Employee
    • Delivery Man
      • Jun 2018 - Jul 2019

Education

  • KEDGE Business School
    Master's degree, Finance
    2021 - 2024
  • University of Liverpool
    Échange universitaire, Finance, général
    2023 - 2023
  • KEDGE Business School
    Kedge Bachelor, International Management
    2018 - 2021
  • Montaigne (Bordeaux)
    Baccalaureate, Science
    2015 - 2018

Community

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