Daniel International Financial Advisers - Via Network
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Daniel International Financial Advisers - Via Network Email & Phone Number

Managing Director and Estate Planning Jurist Consult, (Financial adviser) at DTB Wealth Management associate share holder of VIA International
Location: Toulouse, Occitanie, France 14 work roles 8 schools
1 work email found @axa.fr LinkedIn matched
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Role
Managing Director and Estate Planning Jurist Consult, (Financial adviser)
Location
Toulouse, Occitanie, France

Who is Daniel International Financial Advisers - Via Network? Overview

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Quick answer

Daniel International Financial Advisers - Via Network is listed as Managing Director and Estate Planning Jurist Consult, (Financial adviser) at DTB Wealth Management associate share holder of VIA International, based in Toulouse, Occitanie, France. AeroLeads shows a work email signal at axa.fr and a matched LinkedIn profile for Daniel International Financial Advisers - Via Network.

Daniel International Financial Advisers - Via Network previously worked as Managing Director & Estate Planning Jurist Consult, (Financial adviser) at Dtb Wealth Management Associate Partner Of Via La Plateforme Patrimoniale and Shareholder at Via La Plateforme Patrimoniale - Gestion De Patrimoine. Daniel International Financial Advisers - Via Network holds Master 2 (M2) Bac +5, Droit Du Patrimoine Parcours Type Ingénierie Du Patrimoine, Dîplomé from Université Toulouse 1 Capitole.

Company email context

Email format at DTB Wealth Management associate share holder of VIA International

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*@axa.fr
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AeroLeads found 1 current-domain work email signal for Daniel International Financial Advisers - Via Network. Compare company email patterns before reaching out.

Profile bio

About Daniel International Financial Advisers - Via Network

Whether you want to generate income, fund a passion project or pass your wealth on to the next generation, by working with us you can concentrate on building your new life in France, safe in the knowledge that our experts are focused on your individual matters. We relish a challenge – no matter how big or small – and take pride in the timely and excellent results we achieve for our clients.

Listed skills include Service Client, Gestion De Patrimoine, Conseil Juridique, Gestion Des Contrats, and 5 others.

Current workplace

Daniel International Financial Advisers - Via Network's current company

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DTB Wealth Management associate share holder of VIA International
Dtb Wealth Management Associate Share Holder Of Via International
Managing Director and Estate Planning Jurist Consult, (Financial adviser)
Toulouse, FR
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14 roles

Daniel International Financial Advisers - Via Network work experience

A career timeline built from the work history available for this profile.

Managing Director & Estate Planning Jurist Consult, (Financial Adviser)

Current

Toulouse Area, France

Built on a desire to help British expats and French inpatriates with their complex legal and financial needs, Daniel Butcher – an “Assurance Vie” specialist who is qualified in International Family Law and previously worked for AXA France as a QROPs inspector – created DTB Wealth Management in April 2018. DTB Wealth Management is part of the Via Network, a.

Apr 2018 - Present

Estate Planning Jurist-Consult, Financial Adviser, Overseas Pension Transfer Specialist

Current

Toulouse Area, France

As a bilingual, experienced Wealth manager, I specialise in helping expats and non residents clients, living either in France or the UK, but also all over Europe:- anticipate, and optimise their succession, - find a suitable invesment solution, financial or real estate, - optmise their tax situation- generate a complementary income - find a mortgage when.

Apr 2018 - Present

Member

Current

Toulouse, Occitanie, France

Jun 2018 - Present

Scheme Manager Axa Qrops - Perp Confort Axa (502362)

Midi-Pyrenees, France & Europe

- Scheme manager of AXA's Plan d'Epargne Retraite Populaire - PERP Confort AXA - Reporting to HMRC - Making sure the scheme remains compliant and on the HMRC list. - Distribution of the product mainly to French repatriates

Jan 2012 - Sep 2017

Corporate Sales Executive

Albi, Occitanie, France

- In charge of a Portfolio of 350 clients Hign Net Worth clients - In charge of advising other advisors on high-potential clients - Family officer within the AXA France Exclusiv' project- Risk Profiling - Private reports (Tax, Legal, Pension and Succession planning)- Asset Management ( under the umbrella of AXA Wealth)

Jan 2012 - Sep 2017

Responsable De Clientèle

Région De Albi, France

- Gestion d'un portefeuille clients confiés (500 clients)- Prospection - Développement de l'offre AXA auprès de particulier et des professionnelle, - Accompagnement terrain de collaborateurs AXA,- Réalisation de Diagnostic de protection sociaux et patrimoniaux, - Développement de l'offre IARD et Santé - Développements de l'offre AXA Banque (Compte.

Jan 2009 - Jan 2012

Chargé De Clientèle

Région De Albi, France

- Création d'un portefeuille client (200 foyers environ)- Réalisation de diagnostic de protection sociale - Prospection - Conseils aux clients, - Déploiement des solutions de la marque AXA (réseau salariés)

Jan 2007 - Jan 2009

Chargé D'Affaires Buisness To Buisness Bilingue

Able In Europe

Région De Toulouse, France

- Déploiement commercial d'un service de veille technologique à priori sur les technologies temps réels embarqués, assurés par des ingénieurs - Création et Gestion d'un portefeuille clients composé d'ingénieurs, chefs de projets, donneurs d'ordres, dans les domaines aéronautiques, spatiaux, automobiles, militaires etc. (Clients: Airbus, PSA, Veolia.

Sep 2003 - Dec 2006

Commercial Bilingue En Charge De La Clientèle Internationale At Link Uk France

Link Uk France

Région De Toulouse, France

- Distribution à l'international et gestion client d'un service en ligne

Oct 2001 - Jan 2002

Concepteur Rédacteur En Publicité Stagiaire At Bddp Unlimited

Toulouse

Création publicitaire (PUB: Cliptol, Semvat, BMW etc.)

Apr 2001 - Sep 2001
8 education records

Daniel International Financial Advisers - Via Network education

Formation Et Certification Des Professionels Du Patrimoine, Juridique, Fiscal, Social & Financier, Obtention De La Certification F.C.P.P

Formation Qualifiante F.C.P.P

Activities and Societies: Formation complète en matière Fiscal, Social, Juridique et Financier. Formation qualifiante valider par un.

Obtention De Mon "Habilitation Fédération Françaises Des Sociétés D'Assurances (Ffsa)", Habilité À Proposer Du Conseil Financier & D'Intermédiaire En Opération Bancaire (Iop) En France, Habilité Banque Et Assurance

Centre De Formation Axa France - Frémigny

Formation initiale et obligatoire qui réglementer les professions de démarchage et de conseil en matière financière et fiscale, ainsi que.

Licence De Commerce, Obtention De La Licence

Esarc - Cefire

Formation en deux ans, par alternance.

Dut Informations Et Communications D'Entreprises, Com' Interne Et Externe, Création Site Web, Publicité, Marketing, Événementiel, Obtention Du Dut

Iut Paul Sabatier - Toulouse Ponsan

Bac Economique Et Social (Série : Es), Bac Général Es, Obtention Du Baccalauréat

Lycée Bellevue, Albi, Tarn
FAQ

Frequently asked questions about Daniel International Financial Advisers - Via Network

Quick answers generated from the profile data available on this page.

What company does Daniel International Financial Advisers - Via Network work for?

Daniel International Financial Advisers - Via Network works for DTB Wealth Management associate share holder of VIA International.

What is Daniel International Financial Advisers - Via Network's role at DTB Wealth Management associate share holder of VIA International?

Daniel International Financial Advisers - Via Network is listed as Managing Director and Estate Planning Jurist Consult, (Financial adviser) at DTB Wealth Management associate share holder of VIA International.

What is Daniel International Financial Advisers - Via Network's email address?

AeroLeads has found 1 work email signal at @axa.fr for Daniel International Financial Advisers - Via Network at DTB Wealth Management associate share holder of VIA International.

Where is Daniel International Financial Advisers - Via Network based?

Daniel International Financial Advisers - Via Network is based in Toulouse, Occitanie, France while working with DTB Wealth Management associate share holder of VIA International.

What companies has Daniel International Financial Advisers - Via Network worked for?

Daniel International Financial Advisers - Via Network has worked for Dtb Wealth Management Associate Share Holder Of Via International, Dtb Wealth Management Associate Partner Of Via La Plateforme Patrimoniale, Via La Plateforme Patrimoniale - Gestion De Patrimoine, Feifa, and Personal Finance Society.

How can I contact Daniel International Financial Advisers - Via Network?

You can use AeroLeads to view verified contact signals for Daniel International Financial Advisers - Via Network at DTB Wealth Management associate share holder of VIA International, including work email, phone, and LinkedIn data when available.

What schools did Daniel International Financial Advisers - Via Network attend?

Daniel International Financial Advisers - Via Network holds Master 2 (M2) Bac +5, Droit Du Patrimoine Parcours Type Ingénierie Du Patrimoine, Dîplomé from Université Toulouse 1 Capitole.

What skills is Daniel International Financial Advisers - Via Network known for?

Daniel International Financial Advisers - Via Network is listed with skills including Service Client, Gestion De Patrimoine, Conseil Juridique, Gestion Des Contrats, Conseiller Fiscal, Conseil Financier, Assurance Collective, and Assurance Vie.

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