Directeur Régional
Current
Jan 2023 - Present
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Loic Chartier Email & Phone Number
Directeur régional @ Unofi Patrimoine
at
Unofi
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Directeur régional @ Unofi Patrimoine
Location
Lyon, Auvergne-Rhône-Alpes, France
Company size
Who is Loic Chartier? Overview
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Quick answer
Loic Chartier is listed as Directeur régional @ Unofi Patrimoine at Unofi, a company with 145 employees, based in Lyon, Auvergne-Rhône-Alpes, France. AeroLeads shows a matched LinkedIn profile for Loic Chartier.
Loic Chartier previously worked as Directeur régional at Unofi and Directeur Espace Patrimonial at Milleis Banque Privée. Loic Chartier holds Master 2, Sciences Po Lyon, Political Sciences from Institut D'Etudes Politiques De Lyon.
Company email context
Email format at Unofi
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Unofi
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Profile bio
About Loic Chartier
Loic Chartier is a Directeur régional @ Unofi Patrimoine at Unofi. He is proficient in Chinois, Allemand and English.
Current workplace
Loic Chartier's current company
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Unofi
10 roles
Loic Chartier work experience
A career timeline built from the work history available for this profile.
Directeur Espace Patrimonial
Management d'une équipe de 11 Banquiers Privés et 5 Assistants Banque Privée sur les implantations de Lyon et Dijon.
Apr 2021 - Dec 2022
Branch Manager
Dec 2019 - Apr 2021
Private Banker
Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a.
May 2018 - Dec 2019
Conseiller En Patrimoine / Wealth Management Advisor
Coordinator and trusted advisor for wealthy client relationships integrated delivery of a broad range of retail products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services. Assembles and collaborates with a.
Mar 2007 - May 2018
Conseiller Patrimonial & Pro
Nov 2006 - Feb 2007
Relationship Manager
Acquires, develops and strengthens banking customer relationships through effective relationship management in accordance with business goals.
Feb 2004 - Oct 2006
Self Employed
Asknfind.Com / Jesaistout.Com
Ask’n Find, Human-assisted search engine: market study & business plan Live Testing phase ended up in a “no-go” decision
Nov 2002 - Sep 2003
Sep 2001 - Sep 2002
It & Communication Manager
Epr
Sep 2000 - Aug 2001
Team & coworkers
Colleagues at Unofi
Other employees you can reach at unofi.fr. View company contacts for 145 employees →
JL
Jeanne Louise Gambarini
Colleague at Unofi
Brive-la-Gaillarde, Nouvelle-Aquitaine, France, France
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AR
Anne-Valerie Rinaldi
Colleague at Unofi
Levallois-Perret, Île-de-France, France, France
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PG
Pierre Gaudin
Colleague at Unofi
Greater Le Havre Area, France
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EM
Eve Morlier
Colleague at Unofi
Bruges, Nouvelle-Aquitaine, France, France
View →
PH
Pierre Hennebelle
Colleague at Unofi
Montpellier, Occitanie, France, France
View →
DM
Daniel Marchisyn
Colleague at Unofi
Greater Bordeaux Metropolitan Area, France
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YF
Yoann F.
Colleague at Unofi
Annecy, Auvergne-Rhône-Alpes, France, France
View →
PT
Patrick-Olivier Thillet
Colleague at Unofi
Ussac, Nouvelle-Aquitaine, France, France
View →
LD
Ludivine Delebarre
Colleague at Unofi
Lille, Hauts-de-France, France, France
View →
AD
Arnaud De Fornel
Colleague at Unofi
Meudon, Île-de-France, France, France
View →
Jeanne Louise Gambarini
Colleague at Unofi
Brive-la-Gaillarde, Nouvelle-Aquitaine, France, France
View →
AR
Anne-Valerie Rinaldi
Colleague at Unofi
Levallois-Perret, Île-de-France, France, France
View →
PG
Pierre Gaudin
Colleague at Unofi
Greater Le Havre Area, France
View →
EM
Eve Morlier
Colleague at Unofi
Bruges, Nouvelle-Aquitaine, France, France
View →
PH
Pierre Hennebelle
Colleague at Unofi
Montpellier, Occitanie, France, France
View →
DM
Daniel Marchisyn
Colleague at Unofi
Greater Bordeaux Metropolitan Area, France
View →
YF
Yoann F.
Colleague at Unofi
Annecy, Auvergne-Rhône-Alpes, France, France
View →
PT
Patrick-Olivier Thillet
Colleague at Unofi
Ussac, Nouvelle-Aquitaine, France, France
View →
LD
Ludivine Delebarre
Colleague at Unofi
Lille, Hauts-de-France, France, France
View →
AD
Arnaud De Fornel
Colleague at Unofi
Meudon, Île-de-France, France, France
View →
6 education records
Loic Chartier education
Master 2, Sciences Po Lyon, Political Sciences
Master 2 - Cesb - Gestion De Patrimoine, Wealth Management
Master 2 (M2), Ebusiness Management
Certification Amf
Exchange Student
Education record
Lycée Jean Moulin
FAQ
Frequently asked questions about Loic Chartier
Quick answers generated from the profile data available on this page.
What company does Loic Chartier work for?
Loic Chartier works for Unofi.
What is Loic Chartier's role at Unofi?
Loic Chartier is listed as Directeur régional @ Unofi Patrimoine at Unofi.
Where is Loic Chartier based?
Loic Chartier is based in Lyon, Auvergne-Rhône-Alpes, France while working with Unofi.
What companies has Loic Chartier worked for?
Loic Chartier has worked for Unofi, Milleis Banque Privée, Milleis Banque, Milleis Banque (Ex Barclays France), and Barclays.
Who are Loic Chartier's colleagues at Unofi?
Loic Chartier's colleagues at Unofi include Jeanne Louise Gambarini, Anne-Valerie Rinaldi, Pierre Gaudin, Eve Morlier, and Pierre Hennebelle.
How can I contact Loic Chartier?
You can use AeroLeads to view verified contact signals for Loic Chartier at Unofi, including work email, phone, and LinkedIn data when available.
What schools did Loic Chartier attend?
Loic Chartier holds Master 2, Sciences Po Lyon, Political Sciences from Institut D'Etudes Politiques De Lyon.
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