David Baptista Email
Fondateur @ CABINET PREMIUM FINANCE
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David Baptista Location
- Champagne-au-Mont-d'Or, Auvergne-Rhône-Alpes, FR
David Baptista Work
- 2018 -now Fondateur @
- 2014 -2016 Conseiller en Gestion Privée @ Avenir Finance Gestion Privée
- 2009 -2013 Conseiller patrimonial @
- 2007 -2008 Conseiller patrimonial @ Groupe Privilège Tax
- 2004 -2006 Analyste financier @
David Baptista Education
- Aurep
3ème cycle Gestion de patrimoine, Clermont-Ferrand (Gestion de Patrimoine)
2008-2009 - Institut Supérieur Européen De Gestion, Lyon
ISEG Finance des marchés , Finance des marchés (Ecole de commerce)
2001-2004 - Université Pierre Mendès-France (Grenoble II) 1999-2001
David Baptista Skills
- Asset Management
- Négociation Commerciale
- Gestion de patrimoine
- Gestion De La Relation Client
- Fiscalité Patrimoniale
David Baptista Summary
- David Baptista, based in Champagne-au-Mont-d'Or, Auvergne-Rhône-Alpes, FR, is currently a Fondateur at CABINET PREMIUM FINANCE. David Baptista brings experience from previous roles at Avenir Finance Gestion Privée, Ageas France, Groupe Privilège Tax and Fidelity International. David Baptista holds a 2008 - 2009 3ème cycle Gestion de patrimoine, Clermont-Ferrand in Gestion de Patrimoine @ Aurep. With a robust skill set that includes Asset Management, Négociation Commerciale, Gestion de patrimoine, Gestion De La Relation Client, Fiscalité Patrimoniale and more. David Baptista has 1 emails on RocketReach.
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Top CABINET PREMIUM FINANCE Employees
David Baptista
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Champagne-au-Mont-d'Or, Auvergne-Rhône-Alpes, FR
Séverine Baptista
Responsable administratif et juridique
Champagne-au-Mont-d'Or, Auvergne-Rhône-Alpes, FR
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