Thomas David

Assistant Conseiller En Gestion De Patrimoine at ASTORIA FINANCE

Thomas David is currently working as an Assistant Conseiller en gestion de patrimoine at Astoria Finance, where Thomas assists CGP in selecting products for clients, contacts clients to determine their needs, prepares client files, and handles administrative and commercial tasks. Prior to this, Thomas worked as a Serveur en extra at Chevalier Traiteur and held positions as Responsable d’exploitation and Chef d’équipe at Groupement d’employeur les Fossés Blancs in the agricultural sector. Thomas is pursuing a Master 2 degree in Droit du patrimoine parcours Ingénierie patrimoniale at the University of Tours, following their completion of a Master 1 degree and a Licence de droit.

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Timeline

  • Assistant Conseiller En Gestion De Patrimoine

    September, 2023 - present

  • Stagiaire Assistant Patrimonial

    June, 2023