Caroline Mounier

Caroline Mounier is an experienced professional in wealth management and legal expertise, currently serving as the Responsable de l’équipe Expertise Juridique et Patrimoniale at Eres since June 2021, after holding the position of Ingénieur patrimonial there. Prior to Eres, Caroline worked as an Ingénieur patrimonial at Natixis Wealth Management, where responsibilities included providing solutions for wealth-related inquiries and preparing training sessions. Caroline also has experience as a Juriste patrimonial at LES JURISTES ASSOCIES DU NORD, where strategies for wealth optimization were developed, and as a Gestionnaire in the Family and Successions Department at Meeschaert, specializing in succession processes. Previous roles include advising high-end clientele at Crédit Agricole d'Ile-de-France and support during a student employment at BNP Paribas. Caroline holds multiple degrees in law and wealth management from prestigious institutions, including a Master from Université Paris Dauphine - PSL.