François-Xavier Spiry - WIZBII
François-Xavier Spiry a publié son profil professionnel sur WIZBII. F S
François-Xavier Spiry
Looking for new challenges worldwide starting in May 2016
35 ans • Antibes
Expériences
Financial Planner Intern
- Ventes- Reporting and data analysis on clients financial files (EZ-App, The Living Balance Sheet®)
- Managed 3 international interns (analyzed clients data, created press release, maintained Excel documents on clients)
- Assisted the Director of Agency Development in his daily tasks, financial missions & management objectives
- Took part in advising on investment strategies (stocks and sourcing of funds)
- Created scripts: cold phone calls and management of an high quality up-market portfolio of 350 customers
- Assisted to MassMutual Financial Group financial trainings
Strategic Marketing & Sales Assistant
- Marketing- Worked closely with the Key Account Managers and the Business Development Managers for operational projects
- Took part in the marketing strategy of the new hand dryer: Dyson Airblade Tap
- Organized local and international trade shows from A to Z
- Coordinate lead generation activities: telemarketing campaign, digital advertising and CRM
- Performed trainings on innovations for salesmen, co-workers and architects
Investment Analyst & Financial Advisor Intern
- Ventes- Created and managed of an up-market portfolio: 268 customers
- Prepared and presented investment recommendations
- Investment meetings with hedge funds and partners (Rothschild & Co, Financière de l’échiquier and others)
- Investment proposals and advisory on client’s existing portfolios
- Trainings: financial yields, life insurance, real estate, property, tax optimization, client relationship, phoning
- Wrote economical articles on Agora’s website (www.agorafinance.fr)
Formations
Skema Business School Sophia Antipolis
2012 - 2016 Sophia, NC 27350, USA, SophiaComptabilité / Contrôle de gestion, Études / Statistiques / Data, Gestion de projet / Produit, Conseil, Ventes, Ventes
Licence 2 of Economics and Management- University Of Economics And Sciences, Tours