Conseiller En Gestion De Patrimoine
Current
Sep 2024 - Present
AeroLeads people directory · profile
Mathis Guilluy Email & Phone Number
Conseiller en gestion de patrimoine
at
ASTORIA FINANCE
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Conseiller en gestion de patrimoine
Location
Greater Paris Metropolitan Region, France
Company size
Who is Mathis Guilluy? Overview
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Quick answer
Mathis Guilluy is listed as Conseiller en gestion de patrimoine at ASTORIA FINANCE, a with 66 employees, based in Greater Paris Metropolitan Region, France. AeroLeads shows a matched LinkedIn profile for Mathis Guilluy.
Mathis Guilluy previously worked as Assitant conseiller en investissement financier at Althoria Capital and Appui commercial at Ag2R La Mondiale. Mathis Guilluy holds Expert En Ingénierie Patrimoniale, Finance, General from Esa - Ecole Supérieure D'Assurances.
Company email context
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ASTORIA FINANCE
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Profile bio
About Mathis Guilluy
En tant que conseiller en gestion de patrimoine chez Astoria Finance, j'accompagne mes clients dans l'optimisation de leur stratégie financière et patrimoniale. Ma mission est d'offrir des solutions sur-mesure, adaptées aux objectifs et à la tolérance au risque de chacun de mes clients.Fort de plusieurs années d'expérience, je gère également mon propre Plan Épargne Actions depuis 5 ans, avec une performance moyenne de 8% par année.
Current workplace
Mathis Guilluy's current company
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Astoria Finance
7 roles
Mathis Guilluy work experience
A career timeline built from the work history available for this profile.
Assitant Conseiller En Investissement Financier
Développement commercial à partir de bases de données de prospects (phoning).Participation aux rendez-vous obtenus grâce à la prospection.
Jan 2024 - Jun 2024
Appui Commercial
· Développer l'activité commerciale des conseillers commerciaux · Création d'argumentaires sur les fonds du PER· Elaboration de portefeuilles simulés· Appui commercial équipe recrutement
Sep 2022 - Jan 2024
Responsable Pôle Staff
Responsable des équipes du Bureau Des Étudiants de l’Ecole Supérieure D’assurances au cours de divers événements organisés par le BDE.
Sep 2022 - Aug 2023
Conseiller Clientèle
· Promotion et vente de produits (Assurance vie). · Prospection afin de faire des placements de capitaux.· Etablir les opérations de back office.· Gérer les litiges (comptes débiteurs). · Evaluer les risques financiers (blanchiment).· Veiller les évolutions réglementaires (fiscales et juridiques).
Sep 2021 - Sep 2022
Conseiller Commercial
· Accueillir les clients professionnels et particuliers.· Analyse du client pour répondre à ses besoins.· Promouvoir l’offre de services ou de produits Orange.· Fidéliser la clientèle.· Conclure une vente (négociation).
Aug 2019 - Aug 2021
Équipier
Feb 2019 - Jul 2019
Team & coworkers
Colleagues at ASTORIA FINANCE
Other employees you can reach at astoriafinance.com. View company contacts for 66 employees →
MM
Maria Mrad
Colleague at Astoria FinanceMâcon, Bourgogne-Franche-Comté, France
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MC
Marine Chastaing
Colleague at Astoria FinanceGreater Lyon Area, France
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VC
Valentin Champeau
Colleague at Astoria FinanceFrance
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FC
Francois Couvreur
Colleague at Astoria FinanceLyon, Auvergne-Rhône-Alpes, France
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TM
Thierry Monamicq
Colleague at Astoria FinancePau, Nouvelle-Aquitaine, France
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FB
Fanny Bustin
Colleague at Astoria FinanceMarseille, Provence-Alpes-Côte D'Azur, France
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LP
Louis-George Poupard
Colleague at Astoria FinanceVannes, Brittany, France
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NP
Nicolas Pinget
Colleague at Astoria FinanceAnnecy, Auvergne-Rhône-Alpes, France
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JM
Jovany Mezino
Colleague at Astoria FinanceMarseille, Provence-Alpes-Côte D'Azur, France
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CB
César Beaurepaire
Colleague at Astoria FinanceFrance
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Maria Mrad
Colleague at Astoria FinanceMâcon, Bourgogne-Franche-Comté, France
View →
MC
Marine Chastaing
Colleague at Astoria FinanceGreater Lyon Area, France
View →
VC
Valentin Champeau
Colleague at Astoria FinanceFrance
View →
FC
Francois Couvreur
Colleague at Astoria FinanceLyon, Auvergne-Rhône-Alpes, France
View →
TM
Thierry Monamicq
Colleague at Astoria FinancePau, Nouvelle-Aquitaine, France
View →
FB
Fanny Bustin
Colleague at Astoria FinanceMarseille, Provence-Alpes-Côte D'Azur, France
View →
LP
Louis-George Poupard
Colleague at Astoria FinanceVannes, Brittany, France
View →
NP
Nicolas Pinget
Colleague at Astoria FinanceAnnecy, Auvergne-Rhône-Alpes, France
View →
JM
Jovany Mezino
Colleague at Astoria FinanceMarseille, Provence-Alpes-Côte D'Azur, France
View →
CB
César Beaurepaire
Colleague at Astoria FinanceFrance
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4 education records
Mathis Guilluy education
Expert En Ingénierie Patrimoniale, Finance, General
Bachelor Conseiller Clientele En Assurance Et Banque, Banque
Bts Management Des Unités Commerciales
Cfa Codis
Baccalauréat, Marketing, Baccalauréat Stmg Mention Assez Bien
Lycee Georges Clemenceau
FAQ
Frequently asked questions about Mathis Guilluy
Quick answers generated from the profile data available on this page.
What company does Mathis Guilluy work for?
Mathis Guilluy works for ASTORIA FINANCE.
What is Mathis Guilluy's role at ASTORIA FINANCE?
Mathis Guilluy is listed as Conseiller en gestion de patrimoine at ASTORIA FINANCE.
Where is Mathis Guilluy based?
Mathis Guilluy is based in Greater Paris Metropolitan Region, France while working with ASTORIA FINANCE.
What companies has Mathis Guilluy worked for?
Mathis Guilluy has worked for Astoria Finance, Althoria Capital, Ag2R La Mondiale, Bde Esa Veg'As, and Société Générale.
Who are Mathis Guilluy's colleagues at ASTORIA FINANCE?
Mathis Guilluy's colleagues at ASTORIA FINANCE include Maria Mrad, Marine Chastaing, Valentin Champeau, Francois Couvreur, and Thierry Monamicq.
How can I contact Mathis Guilluy?
You can use AeroLeads to view verified contact signals for Mathis Guilluy at ASTORIA FINANCE, including work email, phone, and LinkedIn data when available.
What schools did Mathis Guilluy attend?
Mathis Guilluy holds Expert En Ingénierie Patrimoniale, Finance, General from Esa - Ecole Supérieure D'Assurances.
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