STRATÉGIE, OPTIMISATION PATRIMONIALE & FISCALEMa mission est d'accompagner, de conseiller et de proposer un service de haute valeur ajoutée pour l'organisation d'un patrimoine par une approche globale et transversale.Entièrement indépendant, je propose en toute objectivité des solutions adaptées à la situation et aux attentes de chacun afin de pouvoir optimiser la constitution, la détention ou la transmission d'un patrimoine privé ou professionnel.Pour cela, je travaille en synergie avec les différents Conseils de mes clients (experts comptables, avocats fiscalistes ou d'affaires, notaires, banquiers, conseils en cession ou en stratégie d’entreprise, assureurs, agents immobiliers et administrateurs de biens, gestionnaires d'actifs, business angels, etc.) pour avoir une vision globale du patrimoine (privé et professionnel).- Réalisation gratuite d'un bilan patrimonial avec une approche globale- Préconisations & stratégies patrimoniales avec une architecture ouverte- Audit des placements financiers et immobiliers- Spécialisé dans la gestion patrimoniale du professionnel de santé

- Conseiller en Investissements Financiers,- Gestion et suivi d'un portefeuille clients,- Mise en oeuvre de la stratégie de développement,- Benchmark et analyse des solutions du marché.

Consultant en Investissements Financiers, Australie et Europe- Assessed and analysed the performance of fund managers across a wide range of asset classes and with a broad range of quantitative investment strategies. - Liaised and collated information and data from various fund managers and monitored the European and Australian economic situation, to provide client advice as appropriate. Duties and responsibilities:• Followed European and US market movements and current affairs• Interviewed portfolio managers for research purposes• Evaluated portfolio management strategies• Contributed to and write research articles • Regular contribution to internal weekly discussion group regarding the status of the European market and US Federal Reserve • Assessed different portfolio managers on behalf of clients, reviewing their respective implementation of low-volatility strategies for superannuation funds• Researched smart beta investment strategies• Provided client advice regarding any of the above

Consultant technico-fonctionnel et analyste financier auprès de banques d'investissement (BNP Paribas, Natixis, Societe Generale Corporate Investment Bank).- Specializing in the management of transformational projects within large corporations mostly in the banking sector. Role related to process mapping, IT project management and engineering change whilst including extensive stakeholder engagement and management.Middle Office Reconciliation Support, BNP Paribas• Provided primary support to the Middle office and trading desk covering a diverse range of listed & OTC products• Managed and maintained all the operations of reconciliation for BNP-CIB• Project managed the set-up of operations reconciliations with brokers• Achievements: decreased by 10% pending operation, successfully implemented 2 new reconciliationsIdentification of Transferable Credit to the European Central Bank, Natixis Groupe Caisse Epargne Investment Bank• Definition of eligible receivables within the business• Development of a technical solution addressing the need short-term• Mapping of all existing projects in Natixis/macro-estimation• Achievements: identification of eligible assets, created a crisis contingency plan in case of intensification of the crisis Operational Back Office over the Counter for the German Market, Societe Generale Corporate Investment Bank• Management of settlement and settlement of market transactions• Treatment of outstanding cash generated by the production• Provided primary support to the middle office and trading • Achievements: managed settlement without creating further pending operation, drastically reduced (by 90%) pending operations of older than 4 days, ability to perform under pressure especially during “Jerome Kerviel crisis”

Consultant technico-fonctionnel et analyste financier junior.Assistant Project Information System for Basel II • Management of reconciliation between the data describing the exposure of Dexia in different management • Participation in the power of the central tool of risk reporting from data of headquarters and international subsidiaries• Achievements: successfully produced 3 trimestral reports