Marie David

Marie David currently serves as Chargée de mission at Meilleurtaux, where responsibilities include managing a new online agency aimed at clients distanced from physical locations and leading a team of four wealth management advisors. Prior roles at Meilleurtaux included overseeing an information and advisory unit, managing team activities such as client communication, recruitment sessions, and establishing performance objectives. Previously, Marie worked at Mesplacements.fr as a financial investment advisor, providing comprehensive wealth management services, and at Bourse Direct in various capacities, including financial advising and commercial assistance. Marie holds a BTS in Management of Commercial Units from O.F.I One. Key skills encompass management, team leadership, and project oversight.