Chief Financial Officer
Institut Du Patrimoine (Groupe Patrimmofi)
Paris Area, France
Institut du Patrimoine is a dynamic wealth management company (25 FTE) providing tailored advices to clients in a way to suit their goals, aspiration & lifestyle.Board member in charge of finance, M&A (build-up), HR, compliance and strategic projects.Co-developed strategy, aligned the organization on strategy, ensured execution and governed progress and results.Managed the selling process of Institut du Patrimoine to Patrimmofi : M&A process and execution, coordination… Show more Institut du Patrimoine is a dynamic wealth management company (25 FTE) providing tailored advices to clients in a way to suit their goals, aspiration & lifestyle.Board member in charge of finance, M&A (build-up), HR, compliance and strategic projects.Co-developed strategy, aligned the organization on strategy, ensured execution and governed progress and results.Managed the selling process of Institut du Patrimoine to Patrimmofi : M&A process and execution, coordination of due diligence works, production of financial and valuation materials, SPA review. Show less