Lucas GOUMARD

Conseiller Senior en Finances Personnelles at Climb

Lucas GOUMARD has been working in the finance industry since 2016. Lucas began their career at MMA Assurances as an Attaché Commercial in 2016. In 2017, they moved to Natixis Wealth Management as a Chargé de Relations Comerciales. In 2018, they joined LCL as a Conseiller en Banque Privée and was promoted to Conseiller Adjoint en Banque Privée. Lucas is currently employed at Climb as a Conseiller Senior en Finances Personnelles since 2022.

Lucas GOUMARD has a comprehensive education history. Lucas obtained their High School Diploma from Lycée Robert Doisneau in 2015, majoring in Science. Lucas then went on to pursue a College Degree / DUT in Management of Business and Administration from Université Paris-Est Créteil (UPEC) between 2015 and 2017. In 2017, they obtained a Licence Gestion des Entreprises from IAE Paris-Est, majoring in Management, Economics, Accounting, Finance, and Marketing. Finally, in 2020, they obtained a Master Gestion de Patrimoine from IAE Paris-Est, majoring in Gestion de Patrimoine and Gestion de Portefeuille. In addition, they obtained a Certification AMF from the Autorité des marchés financiers (AMF) – France in September 2020.

Links

Previous companies

LCL logo

Timeline

  • Conseiller Senior en Finances Personnelles

    November, 2022 - present