Experience

USAFrance Financials

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jun 2022 - Present

  Identification of your patrimonial objectives through a complete Audit: ► Protect your children, your spouse► Generating additional income► Organizing and growing your private assets► Financial and Real Estate Investment Consulting► Preparing your retirement and anticipating your transmission► Tax optimization► Preparing your return in Francehttp://www.usafrancefinancials.com/

• Associate - Wealth Management Advisor

  • Jan 2020 - Jun 2022



OPTEVEN

• France
• Insurance
• 300 - 400 Employee

• Incident Manager

  • Jun 2019 - Aug 2019

  • Answered calls form English-speaker customers and quickly analyzed the situation to provide them necessary services; • Organized services according to each insurance contracts; • Ensured the proper transmission of information between different stakeholders • Answered calls form English-speaker customers and quickly analyzed the situation to provide them necessary services; • Organized services according to each insurance contracts; • Ensured the proper transmission of information between different stakeholders



Groupe Crédit Agricole

• France
• Banking
• 700 & Above Employee

• Internal Relationship Manager

  • Jun 2018 - Aug 2018

  • Managed the elected members (administrators, bank members and the Mutualist Life department); • Administrative tasks: management of client private information with diplomatic manners; • Preparation of events: creation of communication supports and reports. • Managed the elected members (administrators, bank members and the Mutualist Life department); • Administrative tasks: management of client private information with diplomatic manners; • Preparation of events: creation of communication supports and reports.



Public Finance Center

• La Réunion

• Tax Advisor Assistant

  • Apr 2017 - May 2017

  • Educated the public about the procedures for income tax return preparation • Provided advice and support for on-line declarations - Administrative tasks. • Educated the public about the procedures for income tax return preparation • Provided advice and support for on-line declarations - Administrative tasks.