Société Générale
Romain R. is an experienced wealth management advisor currently working at Société Générale since January 2017, specializing in the management, development, protection, and transmission of wealth for business leaders and high-net-worth individuals. Romain R. has successfully built a portfolio of clients, providing personalized investment and financial advice, and has actively contributed to client acquisition through referrals. Previous roles include wealth management advisory positions at Caisse d'Epargne Aquitaine Poitou-Charentes and VIAFONTIS, as well as experience in the notary field and administrative roles. Romain R. holds a Master of Science in Wealth Engineering and Management from OMNES Education and various degrees in Notarial Law from universities and institutions including Université de Bordeaux and the Institut des métiers du notariat d'Amiens.
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Société Générale
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Société Générale S.A. is a French multinational banking and financial services company headquartered in Paris. The company is a universal bank and has divisions supporting French Networks, Global Transaction Banking, International Retail Banking, Financial services, Corporate and Investment Banking, Private Banking, Asset Management and Securities Services.