Lisa Jouenne Email & Phone Number

France

Luxembourg

Paris, France

• Sale of various Private Equity funds: participation in customer meetings (B-to-B)
• Launch of fund: Participation in the launch of an opportunistic credit fund (B-to-B event), partners (Morgan Stanley, Brookfield, Tikehau Capital)
• Creation of investment reports for various funds (Growth Equity, Secondary fund, Opportunistic Credit).
• Preparations of Investment Management Exhibition (video presentation of the new company of Tikehau Capital, partners and funds).

Ploufragan, Bretagne, France

• Financial needs analysis: based on their financial situation, short, medium and long-term objectives, and risk tolerance.
• Development of personalized financial plans: Creation of personalized wealth studies.
• Investment recommendations: recommendation of appropriate financial products.
• Portfolio management: Regularly monitor and adjust clients investment portfolios to ensure they are in line with their financial objectives and market conditions.
• Customer service: Provide quality customer service by answering clients questions, providing updates on their investments and offering personalized advice.
• Regulatory compliance: Adhere to regulatory standards for financial services and ensure compliance with applicable laws and regulations for individuals and legal entities.

Bretagne, France

• Advice and solutions for individual and wealth management customers.

Céaux, Normandie, France

• Sale of horses to high-end clientele: Internationally renowned stable - training of horses on the flat and over jumps.
• Preparation of financial statements: Prepare financial statements such as the balance sheet, income statement and cash flow statement to reflect the financial situation of the farm business.
• Accounts analysis: Analyze accounting records to identify trends, discrepancies and anomalies, and make recommendations to improve financial performance of the company
• Independent management of all activities of the top-level horse company.

Cesson-Sévigné, Bretagne, France

St Brieuc De Mauron

Mba Wealth Management, Gestion De Patrimoine, With Honors

- Family wealth law - Transfer of private and professional assets - Private equity - Financial markets - Financial portfolio management.

Professional Degree In Banking, Insurance And Finance, With Honors

Bts Acse, Accounting Management And Business, With Honors

Professionnel Baccalaureate In The Running And Management Of An Equestrian Business, Business And Agricultural, With Honors