Daniel da Fonseca Mesquita

Conseiller En Gestion De Patrimoine at Crédit du Nord

Daniel DA FONSECA MESQUITA is an experienced wealth management advisor currently working at SG since November 2022. Prior to this role, Daniel worked at LCL from October 2018 to November 2022, where responsibilities included managing a high-end client portfolio, providing financial advice, and overseeing real estate loan processes. Earlier positions at Lidl France and FONCIA involved various customer service and accounting tasks. Daniel holds a Master's degree in Wealth Management from IFCV and has completed several relevant qualifications, including a Bachelor's in Financial Consulting and a Diplôme de Comptabilité et de Gestion.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices