Loic Chartier Location
- Lyon, FR
Loic Chartier Work
- 2023 - now Directeur régional @
- 2021 - 2022 Directeur Espace Patrimonial @
- 2019 - 2021 Directeur Agence de Lyon @
- 2018 - 2019 Banquier Privé @
- 2007 - 2018 Conseiller en Patrimoine @
- 2006 - 2007 Conseiller Patrimonial and Pro @
- 2004 - 2006 Gestionnaire de Clientèle Particuliers @
- 2002 - 2003 Projet de création d'entreprise and Entrepreneur @ ASKnFIND.com / JeSaisTout.com
- 2001 - 2002 Internet Marketing Manager (Intern) @
- 2000 - 2001 IT and Communication Manager @ EPR
Loic Chartier Education
- CFPB - L'Ecole supérieure de la banque
Certification AMF
2018 - 2018 - CFPB - L'Ecole supérieure de la banque
Master 2 - CESB - Gestion de Patrimoine (Gestion de Patrimoine)
2010 - 2011 - IMMD Université de Lille
Master 2 (M2) (eBusiness Management)
2001 - 2002 - University of Guelph
(exchange student)
1998 - 1999 - Institut d'Etudes politiques de Lyon
Master 2, Sciences Po Lyon (Political Sciences)
1995 - 1998 - Lycée Jean Moulin 1992 - 1995
Loic Chartier Skills
- Banking
- Wealth Management
- Financial Services
- Investments
- CRM
- Relationship Management
- Private Banking
- Asset Management
- Strategic Financial Planning
- Business Planning
- Credit
- Finance
- Market Research
- Mortgage Lending
- Estate Planning
- Wealth
- Retail Banking
- Sales
- Corporate Finance
- Management
- Portfolio Management
- Business Strategy
- Marketing Strategy
- Investment Banking
- Risk Management
- Equities
- Banque
- Investissements
- Stratégie commerciale
- Planification commerciale
- Étude de marché
- Gestion de patrimoine
Loic Chartier Summary
- Loic Chartier, based in Lyon, FR, is currently a Directeur régional at Unofi. Loic Chartier brings experience from previous roles at Milleis Banque Privée, Milleis Banque (ex Barclays France) and Barclays France. Loic Chartier holds a 2018 - 2018 Certification AMF @ CFPB - L'Ecole supérieure de la banque. With a robust skill set that includes Banking, Wealth Management, Financial Services, Investments, CRM and more. Loic Chartier has 2 emails on RocketReach.
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