Philippe SANCHEZ
Business Consultant
Saint-Leon
Summary
Reliable team member with strong communication skills and ability to adjust work for various environments. Handles modifications, requests and feedback from colleagues, clients and vendors in efficient manner, understanding needs of all parties involved. Flexible in adapting work style to fit different projects and juggling multiple assignments within tight deadlines.
Overview
18
18
years of professional experience
Work History
Business Consultant
Self Employed Services
09.2020 - Current
- Strategic Planning:Develop and recommend strategies to improve business performance, growth, and competitive positioning.
- Process Optimization:Analyze and enhance business processes to increase efficiency, reduce costs, and streamline operations.
- Market and Data Analysis:Conduct research and analyze market trends, data, and business metrics to inform decision-making and identify opportunities.
- Change Management and Implementation:Support and manage organizational change initiatives, including implementation of new systems, processes, and technologies.
Independent Wealth Manager
Self-employed
07.2017 - 09.2020
- Financial Planning and Strategy:Develop personalized financial plans and strategies based on clients' goals, including retirement, education, and wealth transfer.
- Investment Management:Design and manage investment portfolios, select appropriate securities, and monitor performance to align with clients' risk profiles and objectives.
- Risk and Tax Management:Identify financial risks and implement strategies for diversification and risk mitigation; provide tax optimization advice to minimize tax liabilities.
- Client Relationship and Compliance:Maintain strong client relationships through regular updates and communication; ensure adherence to regulatory requirements and transparency in fees.
Independent Wealth Manager
Self-employed
07.2017 - 07.2019
- Financial Planning and Strategy:Develop personalized financial plans and strategies based on clients' goals, including retirement, education, and wealth transfer.
- Investment Management:Design and manage investment portfolios, select appropriate securities, and monitor performance to align with clients' risk profiles and objectives.
- Risk and Tax Management:Identify financial risks and implement strategies for diversification and risk mitigation; provide tax optimization advice to minimize tax liabilities.
- Client Relationship and Compliance:Maintain strong client relationships through regular updates and communication; ensure adherence to regulatory requirements and transparency in fees.
Designer HVAC
QUALICLIM SN
01.2017 - 05.2020
- Development of execution plans, diagrams according to technical specifications
- Sizing and estimation of air and hydraulic networks
- Plumbing calculation notes (gravity + supply, recirculation), fire hose cabinets, dry risers
- Thermal assessment using Climawin (RT2005, RT2012)
- Consultation with suppliers and analysis of quotes
- Participation in coordination meetings, monitoring of site personnel
Drafter / Designer HVAC
SPIE Sud-Ouest Service Génie Climatique
07.2006 - 12.2016
- Development of execution plans, diagrams according to technical specifications
- Sizing and estimation of air and hydraulic networks
Coordinateur de travaux en second oeuvre - Stage
EIFFAGE Construction Nord Aquitaine
01.2009
- Suivi et coordination des corps d'état second-œuvre, Gestion de personnel intérimaire (attribution de mission, gestion de planning)
Dessinateur Projeteur - Stage
Mairie de Toulouse service Méthode et Structure
01.2008
- Réalisation de plans (Architecturaux et Gros-œuvre)
Consultant Technique
ATBE
01.2012 - 01.2014
- Suivi d'études (encadrement de projeteur), Suivi de Synthèse (entre lots second-œuvre), Assistance technique auprès d'installateurs (CEGELEC, SPIE)
Education
SCPI Formation -
Le Parvis (Stellium)
Toulouse, France 04.2001 -
IOBSP III Formation -
Le Parvis (Stellium)
Toulouse, France 04.2001 -
Bachelor of Science - Civil Engineering
University Paul Sabatier
Toulouse, France 04.2001 -
High School Diploma -
Lycée Clos Banet
Perpignan, France 04.2001 -
Skills
Design implementation
Project Management
Project Presentations
Concept Development
Teamwork skills
Personal Information
- Date of Birth: 05/28/85
- Driving License: class B
Languages
Français
Anglais
Intermediate (B1)
Interests
Sport, movie theater
Timeline
Business Consultant
Self Employed Services
09.2020 - Current
Independent Wealth Manager
Self-employed
07.2017 - 09.2020
Independent Wealth Manager
Self-employed
07.2017 - 07.2019
Designer HVAC
QUALICLIM SN
01.2017 - 05.2020
Consultant Technique
ATBE
01.2012 - 01.2014
Coordinateur de travaux en second oeuvre - Stage
EIFFAGE Construction Nord Aquitaine
01.2009
Dessinateur Projeteur - Stage
Mairie de Toulouse service Méthode et Structure
01.2008
Drafter / Designer HVAC
SPIE Sud-Ouest Service Génie Climatique
07.2006 - 12.2016
SCPI Formation -
Le Parvis (Stellium)
04.2001 -
IOBSP III Formation -
Le Parvis (Stellium)
04.2001 -
Bachelor of Science - Civil Engineering
University Paul Sabatier
04.2001 -
High School Diploma -
Lycée Clos Banet
04.2001 -
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