Julia Calvez

Julia Calvez is an experienced professional in the fields of insurance and wealth management. Currently serving as a Gestionnaire technico-commerciale at Diot-Siaci CLC since June 2022, Julia manages a diverse portfolio of clients in personal insurance, providing needs analysis, client follow-up, and claims resolution. Previous roles include positions in health insurance management at La Mutuelle Générale and customer service at Mutuelle Ociane Matmut. Julia has a background in real estate and wealth management from GUY HOQUET L'IMMOBILIER and THERIA FINANCE, along with early experience in client relations and event management. Educational qualifications include a Master 2 in Ingénierie et gestion de patrimoine from IAE Bordeaux, along with various certifications in finance and asset management.