
Timeline
About me
Gérant de société - Conseil en gestion de Patrimoine (Founder - Financial advisory)
Education

Cfa level i & ii exams passed
2007 - 2009Financial analysis and portfolio management2009 : CFA Level 2 exam passed2007 : CFA Level 1 exam passed

Neoma business school
2005 - 2009Esc reims ("grande ecole" program) - master of science in management (m2) financeActivities and Societies: Member of a Student-Run Consulting Company (Reims Junior Conseil) 2007-2008: Master 2 thesis, "The links between financial engineering and the propagation of the international financial crisis related to subprime mortgages"2006-2008: Master's Degree (MSc), Major Financial Markets2005-2006: Bachelor's Degree, Business and Accounting

Umeå university
2008 - 2008Umea school of business and economics business and financeSweden - Erasmus exchange program (Spring semester)Master's courses (English): Financial Markets Institutions, Financial Planning, International Business Communication
Experience

Bnp paribas leasing solutions
Sept 2003 - Aug 2005Sales apprenticeApprenticeship contract2004-2005: Team management (5 apprentices)

Bnp paribas investment partners
Jul 2007 - Dec 2007Client service internClient Service Department for Corporate and Institutional clients.

Allianz global investors
Jul 2008 - Nov 2009Fixed income portfolio manager assistantInsurance portfolios and Institutional mandates.

Amundi
Nov 2009 - Oct 2010Fixed income portfolio manager assistantEx-SGAM (Société Générale Asset Management).Fixed Income Portfolio Manager Assistant and repo portfolio management (Insurance portfolios and Institutional mandates).

Axa investment managers
Oct 2010 - Sept 2018Euro Fixed Income Portofolio Manager (Credit and interest rates): mandates and dedicated mutual funds for AXA and other Institutional companies.
Senior Fixed Income Portfolio Manager
Apr 2015 - Sept 2018Fixed Income Portfolio Manager
Oct 2010 - Apr 2015

Nt conseil-finances
Oct 2018 - nowGérant de société - conseil en gestion de patrimoineFinancial & Real Estate Advisor / conseil-finances.com / +33 6 09 01 96 23 / [email protected] CONSEIL-FINANCES est référencée à l'ORIAS en qualité de :- Courtier d'assurance ou de réassurance (COA)- Conseiller en investissement financier (CIF)- Intermédiaire en opérations de banque (IOB)NT CONSEIL-FINANCES détient la carte professionnelle permettant l’exercice de l’activité de : - Transaction sur immeubles et fonds de commerce (Agent Immobilier)
Licenses & Certifications

Intermédiaire en opérations de banque (iob)
Orias - registre unique des intermédiaires en assurance, banque et financeDec 2019
Agent immobillier
Cci paris idfFeb 2019
Conseiller en investissements financiers (cif)
Orias - registre unique des intermédiaires en assurance, banque et financeDec 2018
Courtier d'assurance ou de réassurance (coa)
Orias - registre unique des intermédiaires en assurance, banque et financeNov 2018%20%E2%80%93%20France.webp)
Amf
Autorité des marchés financiers (amf) – franceFeb 2011
Languages
- enEnglish
- esEspagnol
- frFrançais
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