Charly Bertho

Charly Bertho Email and Phone Number

Responsable du Pôle Conseil @ Attitude Patrimoine
Charly Bertho's Location
Morbihan, Brittany, France, France
About Charly Bertho

Charly Bertho is a Responsable du Pôle Conseil at Attitude Patrimoine.

Charly Bertho's Current Company Details
Attitude Patrimoine

Attitude Patrimoine

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Responsable du Pôle Conseil
Charly Bertho Work Experience Details
  • Attitude Patrimoine
    Responsable De Service
    Attitude Patrimoine Jul 2024 - Present
    Vannes, Bretagne, France
    Management et animation des départements Conseil en gestion de Patrimoine, Ingénierie Patrimoniale, Comité des investissements, Prévoyance Santé, Immobilier
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  • Attitude Patrimoine
    Conseiller En Gestion De Patrimoine
    Attitude Patrimoine Jan 2023 - Sep 2024
    Vannes, Bretagne, France
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  • Crédit Mutuel Arkéa
    Conseiller En Gestion De Patrimoine
    Crédit Mutuel Arkéa Jun 2020 - Jan 2023
    Ploërmel, Bretagne, France
    View
  • Crédit Mutuel Arkéa
    Chargé De Clientèle Haut De Gamme
    Crédit Mutuel Arkéa May 2013 - Jun 2020
    Pontivy, Bretagne, France
    Gestion de portefeuille haut de gammeDéveloppement du portefeuille (conquête, épargne, assurances, services...)Analyse patrimonialeDéfiscalisation Animateur épargne (formation interne, accompagnement, mise en place d'actions commerciales)Carte Transaction Immobilière
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  • Crédit Mutuel Arkéa
    Chargé De Clientèle
    Crédit Mutuel Arkéa Sep 2012 - May 2013
    Pontivy, Bretagne, France
    View

Charly Bertho Education Details

Frequently Asked Questions about Charly Bertho

What company does Charly Bertho work for?

Charly Bertho works for Attitude Patrimoine

What is Charly Bertho's role at the current company?

Charly Bertho's current role is Responsable du Pôle Conseil.

What schools did Charly Bertho attend?

Charly Bertho attended Iae Caen, Université De Bretagne Occidentale, Institut National Des Sciences Appliquées De Rennes, Lycée Dupuy De Lôme.

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