Background
Entrepreneur, AI and automation
Entrepreneur, Marseille, France, today.
A salesperson by nature, an engineer by method: I use AI and automation to turn service excellence into systems. I design, install and operate the systems that handle the requests of a business whose service carries a standard of excellence: an immediate reply, an understanding of the context, qualification, appointment booking, follow-ups, case tracking, a handover at the right moment. The team keeps the relationship; the system takes care of the rest. I document my builds in public, and this website runs on one of them. The lens is still industrial engineering: where the bottleneck is, what information the next station is missing, which decision must stay human.
Finance and high-end client work
Ten years of demanding client work, from private banking and wealth management to premium retail, with affluent individuals and business owners. That is where my reflexes for rigour, confidentiality and kept commitments come from.
- Moto Store Docks (BMW Motorrad), Marseille, 2024-2025. Sales adviser: welcoming and following a clientele of affluent individuals and business owners, premium handling, every case followed through to closure, additional sales. Set up the sales performance tracking the team was missing.
- Retail bank, wealth management division, Calas-Cabriès, France, 2023-2024. Wealth management adviser: a private client portfolio of my own and full responsibility for the advice, wealth reviews, tax engineering, investment decisions, real estate financing.
- Private bank, Marseille, 2019-2022. Private banking assistant: operational support for six private bankers on portfolios totalling several hundred million euros under management, structuring financing files (individuals, property companies, holdings, Lombard loans), running cases end to end. The branch's go-to person for collaboration tools within a national task force during Covid. Group regulatory curriculum completed in 2020.
- Real estate investment advisory firm, Paris, 2017-2018. Adviser: in-home appointments across the Paris region, the full sales cycle run solo, off-plan property sales, building a network of partners and referrers.
- Independent wealth management firm, Paris, 2015-2017, work-study. Assistant adviser, mentored by the firm's president: wealth reviews and strategies, income and wealth tax filings, property search and sales on behalf of clients.
Entrepreneur, alongside salaried work
From the start, without interruption: sports equipment e-commerce, freelance copywriting, business development for early-stage tech projects. Those ventures shaped how I sell and how I execute.
Engineering and industry
- Nexter Systems (KNDS), Versailles-Satory, France, 2014-2015, apprenticeship. Project management in land defence: contract planning end to end (reading the contract and its internal stakeholders, milestone mapping across trades, planning in MS Project and the group's in-house tool, resource analysis, workload and cost extraction), industrial and client milestone management (materials, equipment, deliverables), an international tender for armoured vehicles, and side work on a high-power laser weapon project (subcontractor liaison, parametric studies, integration).
- SNCF (French railways), Nîmes maintenance centre, 2012-2014, apprenticeship. Methods and continuous improvement across two maintenance workshops, axles (wheels, shafts, bearings) and freight wagons: 5S projects and workstation re-layouts, visual management boards, the daily five-minute stand-up run with team leaders, waste hunting (MUDA), industrial equipment procurement end to end (need statement, specifications, suppliers, order), and handling the improvement ideas raised by production staff.
That is where I learned the trade I still practise: value gets lost in the gaps, between two stations, between two teams, between a request and its handling. A rich journey and an organic evolution: the object changed, the method stayed.
Education
- Generalist engineering programme, completed through apprenticeship (2012-2015), industrial engineering specialisation, CESI, Nanterre campus, France. Three years hosted by SNCF then Nexter. The discipline: analysing processes, measuring, removing friction, standardising.
- MSc in Wealth Management, PPA Business School (Pôle Paris Alternance), Paris, 2015-2017. My master's-level qualification, specialised in structured products, work-study at an independent wealth management firm. Dissertation on France's exit tax, read through the case law of the Court of Justice of the European Union.
Earlier: two-year degree in mechanical and production engineering, IUT de Nîmes, 2010-2012. Scientific baccalaureate, engineering sciences track, Nîmes, 2010.
Certifications
- AMF certification, 2017. The French regulatory exam for key roles in investment services firms.
- TOEIC Listening & Reading, 905/990, 2017.
- Banking group regulatory curriculum, 2020: anti-money laundering, professional ethics and anti-corruption, advising on complex financial instruments, AERAS convention, consumer credit, right to a bank account and vulnerable customers.
- Business English, Proformation, 2022-2023, 22 hours of one-to-one training.
- PSC1, first aid, 2023.