Aurélie Dubarry is a qualified professional, that works in Usafrance Financials main office of which is in 3424. on the position of Director of Business Development from 2019. Aurélie gained professional experience in more than nine positions at different companies. Aurélie Dubarry went to the Uc Berkeley Extension and got education there from 2019 to 2020. Aurélie Dubarry has such qualifications as Series 65 - Uniform Investment Adviser Law Examination, Securities Industry Essentials Exam (Sie), and Life and Health License. San Francisco, California is the city, where the professional was lastly known to be situated. The person's email address and phone number are accessed through this website by request.
Name variants:
Aurélie Dubarry
Last updated Oct 08, 2024
Contact Information
Last Update
Jun 30, 2022
Email
ae**@hotmail.com
Location
San Francisco, CA
Company
Usafrance Financials
Workplace
Director of Business Development
Work History
Director of Business Development
744 west Lancaster Ave, Wayne, PA 19087
from Mar 2019
Wealth Management Advisor and Agent at
333 north Indian Hill Blvd, Claremont, CA 91711
Help and carry her clients to get their financial lives clarified and organized. In short : have a good life for the rest of their lives. In depth knowledge and understanding of tax laws, fi...
from 2019
Investment Advisor
Transatlantique Private Wealth LLC is a fully owned subsidiary of Banque Transatlantique, a well renowned Private banking institution in France (32 billion AUM). Based in the United States (...
Sep 2017 — Sep 2018
International Wealth Management
Wealth Management dedicated to international families-Investment management guidance- estate planning
Mar 2016 — Jul 2017
Relationship Manager
Managed a portfolio of High Net Worth clients ( focus on 2M€ to 5 M€ net worth), - Acted as the main point of contact and developed profitable client relationships by identifying client need...
Aug 2013 — Dec 2014
Product Manager Payables - Cash Management Division- Bills of Exchange and Business Wire Transfers
Responsible for the Cash management products : Bills of exchange and Business Transfers ("virement commercial") --> irrevocable, automated and secured payment undertaking between the bank o...
Sep 2008 — Jul 2009
Corporate and Institutional Investors Relationship Manager
Oversaw portfolio of insurance brokers/companies, mutual health insurance, pension funds, and subsidiaries of the BNP-PARIBAS group.
Conducted risk analysis, renewed commitments, and track...
Nov 2003 — Aug 2008
Small Business Relationship Manager
Provided high-level financial oversight to clientele that included prominent legal professionals, small business professionals , managing multiple millions of euros on behalf of high-profil...
Jun 2000 — Apr 2002
Wealth Management - Financial Advisor
Established and managed portfolio of high-quality, targeted individual customers.
Offered personalized advice regarding taxation, mutual funds, LTI and stock options, real estate loan arra...
Dec 1997 — 2000
Education
2019 — 2020
2015 — 2016
2011 — 2012
Occupations
Executive
Director of Business Development
Accountant
Finance and Accounting Specialist
Advisor
Sales Specialist
Agent
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
International Tax
Cash Management
Payments
Banking
Corporate Finance
Income Tax
Tax Preparation
Intergenerational Wealth Transfer
Estate Planning
Private Banking
Fixed Income
Business Development
Strategy
Credit