Celpin Djonnon Djato
Financial Advisor Specializing in Wealth Management @Prodemial
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WORK HISTORY
Financial Advisor Specializing in Wealth Management @Prodemial
FR
Analyze clients\' financial situations to propose tailored investment, savings, and tax optimization strategies.Advise on estate planning, retirement preparation, and wealth transmission.Develop and manage personalized investment portfolios according to client objectives and risk profiles.Monitor market trends and financial products to ensure clients receive up-to-date advice.Ensure regulatory compliance (KYC, AML) and maintain accurate client records.Build long-term client relationships based on trust and confidentiality.Coordinate with legal, tax, and insurance specialists to deliver comprehensive wealth management solutions.Conduct regular portfolio reviews and adjust strategies based on client life events and market evolution.
EDUCATION
UATM Gasa Formation
Bachelor's degree, Banque finance assurance
Ball State University
Certificate of Specialization, Science in Data Science
ESGF
Master's degree, Finance de marché & Trading
ABOUT CELPIN DJONNON DJATO
___Investment Operations Manager at Gresham Banque___ Graduated with a Master’s degree in Market Finance & Trading with a title of expert in Financial Engineering👨🎓📜
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