Directeur Associé Île-De-France - Conseiller En Gestion De Patrimoine Certifié (Cgpc)
Current
Sep 2023 - Present
AeroLeads people directory · profile
Stephane Marquez Email & Phone Number
Directeur Associé IDF - Conseiller en Gestion de Patrimoine Certifié (CGPC)
at
COEOS Groupe
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Directeur Associé IDF - Conseiller en Gestion de Patrimoine Certifié (CGPC)
Location
St.-Germain-en-Laye, Île-de-France, France
Who is Stephane Marquez? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephane Marquez is listed as Directeur Associé IDF - Conseiller en Gestion de Patrimoine Certifié (CGPC) at COEOS Groupe, based in St.-Germain-en-Laye, Île-de-France, France. AeroLeads shows a matched LinkedIn profile for Stephane Marquez.
Stephane Marquez previously worked as Directeur Associé Île-de-France - Conseiller en Gestion de Patrimoine Certifié (CGPC) at Coeos Groupe and Conseiller Spécialisé Patrimoine - CGPC at Allianz France. Stephane Marquez studied at Rncp Conseiller En Gestion De Patrimoine Certifié (Cgpc) - Niveau 7 / Titre N°0289.
Company email context
Email format at COEOS Groupe
This section adds company-level context without repeating Stephane Marquez's masked contact details.
COEOS Groupe
Review company-level records connected to Stephane Marquez before choosing the right outreach path.
Profile bio
About Stephane Marquez
Stephane Marquez is a Directeur Associé IDF - Conseiller en Gestion de Patrimoine Certifié (CGPC) at COEOS Groupe. He possess expertise in gestion de patrimoine, succession and transmission, retraite, placements financiers, change management and 2 more skills. He is proficient in Anglais.
Listed skills include Gestion De Patrimoine, Succession And Transmission, Retraite, Placements Financiers, and 3 others.
Current workplace
Stephane Marquez's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Stephane Marquez work experience
A career timeline built from the work history available for this profile.
Conseiller Spécialisé Patrimoine - Cgpc
Conseiller en Gestion de Patrimoine Certifié (CGPC)Spécialisations: Assurances, Retraite, Banque, Fiscalité et immobilier.Domaines de compétences et réalisations: MANAGEMENT: - Tutorat des nouvelles recrues de l’équipe- Coordination d’équipe- Animation de réunions - Formation de collaborateurs à de nouveaux produits ou de nouvelles législationsSTRATEGIE.
Sep 2006 - Aug 2023
Consultant En Fiscalité Du Particulier
Groupe Walther Finances Conseil (Cabinet De Création De Patrimoine)
- Audit et conseil- Vente Immobilière- Sélection et suivi des partenaires banques et négociations des taux d’emprunt
Sep 2004 - Sep 2006
4 education records
Stephane Marquez education
Education record
Rncp Conseiller En Gestion De Patrimoine Certifié (Cgpc) - Niveau 7 / Titre N°0289
Certification Des Conseils En Gestion De Patrimoine (Cgpc) Norme Iso 22 222, Business, Management, Marketing, And Related Support Services
Dees Communication, Option Relations Publiques
Bts Force De Vente
FAQ
Frequently asked questions about Stephane Marquez
Quick answers generated from the profile data available on this page.
What company does Stephane Marquez work for?
Stephane Marquez works for COEOS Groupe.
What is Stephane Marquez's role at COEOS Groupe?
Stephane Marquez is listed as Directeur Associé IDF - Conseiller en Gestion de Patrimoine Certifié (CGPC) at COEOS Groupe.
Where is Stephane Marquez based?
Stephane Marquez is based in St.-Germain-en-Laye, Île-de-France, France while working with COEOS Groupe.
What companies has Stephane Marquez worked for?
Stephane Marquez has worked for Coeos Groupe, Allianz France, and Groupe Walther Finances Conseil (Cabinet De Création De Patrimoine).
How can I contact Stephane Marquez?
You can use AeroLeads to view verified contact signals for Stephane Marquez at COEOS Groupe, including work email, phone, and LinkedIn data when available.
What schools did Stephane Marquez attend?
Stephane Marquez studied at Rncp Conseiller En Gestion De Patrimoine Certifié (Cgpc) - Niveau 7 / Titre N°0289.
What skills is Stephane Marquez known for?
Stephane Marquez is listed with skills including Gestion De Patrimoine, Succession And Transmission, Retraite, Placements Financiers, Change Management, Gestion Des Risques, and Service Client.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Stephane Marquez you were looking for.
View similar profiles
