PVPierre Vernié
@pierreverni
Consultant en gestion de patrimoine rigoureux, autonome et orienté résultats.
FranceWhat I'm looking for
Je suis consultant indépendant en gestion de patrimoine basé à Lyon, offrant organisation, autonomie et gestion de clientèle depuis 2021. J'apporte rigueur, capacité d'analyse et respect des délais issus d'expériences variées en administration, commerce et services à haute cadence.
Formé en Sport's Technology (Loughborough University), je combine des compétences techniques (CAD/CAM, Matlab, FEA) avec une forte éthique de travail développée comme coureur cycliste d'élite et équipier polyvalent. Je suis fiable, ponctuel et m'intègre rapidement aux équipes pour produire un travail soigné.
Experience
Work history, roles, and key accomplishments
Consultant Gestion de Patrimoine
Investis France
Jan 2021 - Present (4 years 9 months)
Managed client portfolios and delivered personalised wealth-management advice while ensuring regulatory compliance and meeting deadlines in a high-pressure environment.
Assistant Administratif et Commercial
Fulcrum France
Oct 2018 - Oct 2019 (1 year)
Coordinated B2B sales and client follow-up, analysed commercial performance and maintained administrative records and stock controls to support sales operations.
MCÉquipier Polyvalent
McDonald's
Dec 2017 - Oct 2018 (10 months)
Worked in a high‑pace team environment executing customer service, order preparation and strict procedural compliance to maintain service quality during peak periods.
Education
Degrees, certifications, and relevant coursework
LULoughborough University
Bachelor of Science, Sport Technology (Product Design)
2013 - 2017
Activities and societies: CAD/CAM (Siemens NX), FEA, ergonomics (SAMMIE), Matlab programming
Studied Sport Technology (Product Design) with experience in engineering and applied sciences, focusing on CAD/CAM, FEA, ergonomics and basic programming.
Cité Scolaire Internationale
Baccalauréat Général (OIB), Scientific (Série Scientifique)
Completed the Baccalauréat Général, Série Scientifique with the OIB (Option Internationale du Baccalauréat) in the anglophone section.
Tech stack
Software and tools used professionally
Availability
Location
FranceAuthorized to work in
Job categories
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