Assistante Banque Privée
Current
Feb 2023 - Present
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Florence Pernaton Email & Phone Number
Assistante Banque privée
at
Banque Palatine
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Assistante Banque privée
Location
Lyon, Auvergne-Rhône-Alpes, France
Company size
Who is Florence Pernaton? Overview
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Quick answer
Florence Pernaton is listed as Assistante Banque privée at Banque Palatine, a company with 1197 employees, based in Lyon, Auvergne-Rhône-Alpes, France. AeroLeads shows a matched LinkedIn profile for Florence Pernaton.
Florence Pernaton previously worked as Consultante patrimoniale at Verum Gestion Privee and Assistante en gestion de patrimoine at Lcl. Florence Pernaton holds Master 2 Gestion De Patrimoine from Iaelyon School Of Management.
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Banque Palatine
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Profile bio
About Florence Pernaton
Florence Pernaton is a Assistante Banque privée at Banque Palatine. They is proficient in Italien and Anglais.
Current workplace
Florence Pernaton's current company
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Banque Palatine
5 roles
Florence Pernaton work experience
A career timeline built from the work history available for this profile.
Consultante Patrimoniale
Depuis le 1er mars 2021, AGAVIC Patrimoine a rejoint Verum Gestion Privée pour ne faire plus qu’un.Je gère le traitement et suivi du back-office du cabinet, notamment des actes de gestion suivants: ouvertures de contrats d’assurance-vie, contrats de capitalisation, compte-titres; demande de versements, d’arbitrages, de rachats. Je suis en contact régulier.
Oct 2019 - Feb 2023
Assistante En Gestion De Patrimoine
- Elaboration de l’analyse patrimoniale du client- Vente de l’offre bancaire (mandat de gestion, produits de diversification...)- Montage de prêt immobilier- Gestion et développement d’un portefeuille de client
Mar 2019 - Aug 2019
Assistante Gestionnaire De Patrimoine
- Elaboration de la stratégie patrimoniale client- Assistance sur les rapports d’audit ingénierie patrimoniale- Accompagnement RDV client- Elaboration d’études d’investissements immobiliers- Montage de dossier de financement
Apr 2018 - Jul 2018
Assistant Gestionnaire De Ressources Budgétaires / Assistant Formation Ressources Humaines
Secrétariat Général Aux Affaires Régionales
Stagiaire au sein du Secrétariat Général aux Affaires Régionales, j'ai effectué diverses missions dans les deux services Pilotage financier et Ressources Humaines.
May 2016 - Jun 2016
Team & coworkers
Colleagues at Banque Palatine
Other employees you can reach at palatine.fr. View company contacts for 1197 employees →
MP
Masotti Pierre Franck
Colleague at Banque PalatineGreater Paris Metropolitan Region, France
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LC
Louis Coupet
Colleague at Banque PalatineParis, Île-de-France, France, France
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NM
Nadia Mauzelaf
Colleague at Banque PalatineParis, Île-de-France, France, France
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FW
Franzette Wilson
Colleague at Banque PalatineBry-sur-Marne, Île-de-France, France, France
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JB
Jean-Luc Baudry
Colleague at Banque PalatineParis, Île-de-France, France, France
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MM
Mikael Magueur
Colleague at Banque PalatineGreater Nantes Metropolitan Area, France
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XS
Xavier Sicard
Colleague at Banque PalatineGreater Toulouse Metropolitan Area, France
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NA
Natacha Accad Touchard
Colleague at Banque PalatineCourbevoie, Île-de-France, France, France
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HD
Henri D'Heudières
Colleague at Banque PalatineParis, Île-de-France, France, France
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CP
Catherine Pion
Colleague at Banque PalatineClichy, Île-de-France, France, France
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Masotti Pierre Franck
Colleague at Banque PalatineGreater Paris Metropolitan Region, France
View →
LC
Louis Coupet
Colleague at Banque PalatineParis, Île-de-France, France, France
View →
NM
Nadia Mauzelaf
Colleague at Banque PalatineParis, Île-de-France, France, France
View →
FW
Franzette Wilson
Colleague at Banque PalatineBry-sur-Marne, Île-de-France, France, France
View →
JB
Jean-Luc Baudry
Colleague at Banque PalatineParis, Île-de-France, France, France
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MM
Mikael Magueur
Colleague at Banque PalatineGreater Nantes Metropolitan Area, France
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XS
Xavier Sicard
Colleague at Banque PalatineGreater Toulouse Metropolitan Area, France
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NA
Natacha Accad Touchard
Colleague at Banque PalatineCourbevoie, Île-de-France, France, France
View →
HD
Henri D'Heudières
Colleague at Banque PalatineParis, Île-de-France, France, France
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CP
Catherine Pion
Colleague at Banque PalatineClichy, Île-de-France, France, France
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4 education records
Florence Pernaton education
Master 2 Gestion De Patrimoine
Licence, Administration Des Entreprises Et Des Sociétés, Mention Assez Bien
Baccalauréat, Economique Et Social - Spécialité Sciences Politiques, Mention Assez Bien
Lycée Ampère
Master 2 Gestion De Patrimoine, Gestion De Patrimoine
FAQ
Frequently asked questions about Florence Pernaton
Quick answers generated from the profile data available on this page.
What company does Florence Pernaton work for?
Florence Pernaton works for Banque Palatine.
What is Florence Pernaton's role at Banque Palatine?
Florence Pernaton is listed as Assistante Banque privée at Banque Palatine.
Where is Florence Pernaton based?
Florence Pernaton is based in Lyon, Auvergne-Rhône-Alpes, France while working with Banque Palatine.
What companies has Florence Pernaton worked for?
Florence Pernaton has worked for Banque Palatine, Verum Gestion Privee, Lcl, Office Patrimonial Francais, and Secrétariat Général Aux Affaires Régionales.
Who are Florence Pernaton's colleagues at Banque Palatine?
Florence Pernaton's colleagues at Banque Palatine include Masotti Pierre Franck, Louis Coupet, Nadia Mauzelaf, Franzette Wilson, and Jean-Luc Baudry.
How can I contact Florence Pernaton?
You can use AeroLeads to view verified contact signals for Florence Pernaton at Banque Palatine, including work email, phone, and LinkedIn data when available.
What schools did Florence Pernaton attend?
Florence Pernaton holds Master 2 Gestion De Patrimoine from Iaelyon School Of Management.
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