Participated strategic growth projects for leading asset managers, including market entry and product development
Supported delivery of strategic recommendations to client C-suite executives
Conducted expert interviews and stakeholder meetings to deliver actionable insights
Engaged in data collection and analysis to support strategic decision-making processes for asset management clients
Private Wealth Manager Assistant
ORIGEEN Capital
Paris
08.2024 - 01.2025
Expanded client base through both independent prospecting and leveraging group-provided qualified leads
Led client appointments, delivering exceptional service through proactive communication and trust-building
Conducted in-depth wealth audits and synthesized comprehensive client financial profiles
Developed and presented tailored investment strategies aligned with clients’ financial objectives and risk tolerance
Managed diverse client portfolios, advising on tax strategies, real estate acquisitions, and investment opportunities
Volunteer
French Red Cross
06.2021 - 08.2021
Raised funds across Paris and La Defense for local Red Cross units and future Red Cross activities during National Red Cross Days (raised €300+ per day)
Managed teams executing additional volunteering activities, including food and clothing distribution
Performed administrative duties at the vaccination center in the Paris Area (Greeting people at reception, scheduling meetings, and dealing with phone queries)
Education
Specialized Master’s - International Wealth Management
ESCP Business School
Paris, France & London, UK
01-2025
BBA - Business Administration
ESSEC Business School
Paris, France
05-2023
Bachelor’s of Science - Business Administration & Management
Darla Moore School of Business at the University of South Carolina
Product Owner – Consent Management Platform at Stellantis (on Behalf of Alten)Product Owner – Consent Management Platform at Stellantis (on Behalf of Alten)